Sirrom Transforms Planning and Budgeting with NetSuite EPM

Case Study

Sirrom Corporation strengthens planning and reporting capability to support rapid growth with NetSuite and Pivot2

At a glance

Operating in complex, fast-moving environments across Australia, Sirrom Corporation needed greater financial visibility, control and planning capability to support its remote accommodation and hospitality operations and scale with confidence.

‍Sirrom Corporation provides remote accommodation and hospitality services to the mining, construction and defence industries across Australia.
‍Since rebranding in 2021, the business has experienced rapid growth through acquisition and expansion. Revenue grew from $20 million in FY21 to more than $165 million within four years.
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Remote accommodation and hospitality services
NetSuite + NetSuite Planning & Budgeting (NSPB)
Management Insights, Logic Flow, reporting and planning design
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Automated month end reporting

Introduced structured budgeting and forecasting capability

Enabled reporting across 40+ projects, multiple regions, departments and lines of business

The approach

With growth came increasing operational complexity for Sirrom Corporation. Following the acquisition of Northern Rise Village Services in Western Australia, Sirrom’s finance environment was struggling to keep pace. Reporting processes were heavily manual, month-end timelines were stretching out, and confidence in financial data was becoming a growing risk.

“We were experiencing data integrity issues. Confidence in what was being reported was low and the month end process was dragging out. Our financial visibility was clouded due to the accelerated growth of the business,” Andrew Hardcastle, Chief Financial Officer at Sirrom said.

Sirrom’s annual budget process was spreadsheet-based, and the business did not complete a monthly reforecast for its projects. As the business continued to scale, leadership recognised the existing systems would not support the next phase of growth.

Creating a finance platform built for scale

Sirrom undertook a formal tender process to identify a platform that could support both operational control and financial planning capability. While NetSuite Financials became the ERP foundation, the ability to introduce integrated planning, forecasting and reporting through NSPB became a key part of the decision.

“One of the major requirements was bringing in a budgeting and forecasting platform alongside the ERP,” Andrew Hardcastle, Chief Financial Officer at Sirrom

NetSuite Planning & Budgeting gave Sirrom the ability to move away from disconnected spreadsheets and establish a scalable planning framework across the organisation. Pivot2 was introduced as part of the broader solution from the outset.

“Pivot2 seemed very flexible with what our requirements were, and they demonstrated that during the process. It gave me confidence that we could improve on our reporting increasing visibility and confidence,” Andrew said.

The results

‍Faster reporting and better visibility with Management Insights

‍One of the first NSPB components Sirrom rolled out was Management Insights, providing structured financial reporting connected directly to NetSuite Financials.

“We were able to produce reports quickly, speeding up the generation of our board reporting and reporting across our regions by department and by line of business,” Andrew said.

‍The finance team can now reproduce more structured reporting with less manual effort. Before the project, month-end reporting was difficult to maintain whilst still finalising the month end process.

‍Today, Sirrom can produce reports in a matter of minutes through the NSPB platform, allowing greater time for analysis and review with the executive team.

‍“We are spending less unproductive time on producing reports and more time on analysing performance. This is has enabled a better understanding of the business and assisted the business to increase profits,” Andrew said.

‍The improved reporting process has also changed the way leadership engages with financial information.

‍Replacing spreadsheet budgeting with connected planning

‍As reporting foundations improved, Sirrom expanded into Logic Flow to support project-level budgeting and forecasting across the business. The solution now enables budgeting across more than 40 projects, rolling into regional and group-level reporting. Sirrom is also evolving toward more operationally driven forecasting models, allowing planning assumptions such as occupancy levels and project activity to flow directly into financial forecasts.

“We wanted to budget at each project level and roll that into our regional and group reporting.”

For a business managing growing operational projects across multiple regions, the move away from spreadsheets has significantly improved visibility and usability.

“Having the budgets connected directly into the system instead of sitting across disconnected spreadsheets has made the process far easier to manage. Using Smart View, the team can still work within Excel where needed, while keeping plans, reporting and forecasts connected back into NSPB. It’s easier to visualise issues, easier to review with executive management, and gives the business far more confidence in the numbers.”

‍Sirrom is now continuing to expand its NSPB capability with integrated cash flow and balance sheet forecasting models to support future planning and board reporting.

A flexible partnership built around business reality

A major factor in the success of the project has been the working relationship between Sirrom and Pivot2 throughout the rollout.

As with many fast-growing organisations, Sirrom was implementing multiple operational systems simultaneously while continuing to scale. According to Andrew, flexibility and understanding from the Pivot2 team played an important role in helping the business move at the right pace.

“Pivot2 have been amazing. They’ve been very flexible with allowing us to take our time to get it right. They’ve shown a good understanding of our business, which has helped a lot,” Andrew said.

Working closely with Pivot2 allowed Sirrom to design planning and reporting processes that better reflected the operational realities of the business.

Supporting the next phase of growth

With stronger reporting, planning and forecasting foundations now in place, Sirrom is continuing to expand its finance capability across reconciliations, inventory control, maintenance operations and centralised procurement. The business is also preparing to pursue larger, more complex projects in the future, something Andrew believes requires mature finance systems and planning capability.

“If you don’t have systems in place that can handle larger organisations, you can’t go after larger projects. The budgeting and forecasting capability help us analyse the data properly, which enables us to position ourselves for that next stage of growth,” Andrew said.

For Sirrom, the project was never simply about implementing software. It was about building the financial visibility, control and planning capability needed to scale with confidence.