Phoenix NextGen Technology
Phoenix NextGen Technology

Phoenix NextGen Technology

Reporting your leadership actually trusts

Your numbers live in too many places — spreadsheets, partner portals, systems that don't talk. Reports get rebuilt by hand every week. Back-office work takes days that should take hours. We fix that.

A Decade of Experience Across

Global Beauty & Luxury·Consumer Packaged Goods·Spirits & Beverage·Cruise & Hospitality·Federal Government·
Global Beauty & Luxury·Consumer Packaged Goods·Spirits & Beverage·Cruise & Hospitality·Federal Government·
Global Beauty & Luxury·Consumer Packaged Goods·Spirits & Beverage·Cruise & Hospitality·Federal Government·
Global Beauty & Luxury·Consumer Packaged Goods·Spirits & Beverage·Cruise & Hospitality·Federal Government·
Case Studies

Work that holds up

Real problems, real builds, measured results. Client work is labeled as client work; results delivered inside global enterprises are labeled as such.

Client build

Athena Workflow

The problem: A CPA-led accounting firm running client work, documents, billing, and deadlines across disconnected tools.

What we built: We built their entire accounting operating system end-to-end — workflow automation, client portal, document management, time tracking, reporting, and integrations with QuickBooks, Plaid, Drake Tax, and e-signature.

The result: The firm runs on it daily — and now sells it as a commercial platform.

Inside Estée Lauder

Tester ordering, Travel Retail Americas

The problem: Creating tester and sample orders took up to two days of manual work, and tester spend was hard to control.

What we built: Rebuilt the tester ordering process — data, logic, and workflow — for the Travel Retail Americas business.

The result: Tester costs down 0%. Order creation down 00% — from up to two days to about two hours.

Inside Ares Distributors

Warranty & incentive operations

The problem: Only about half of product warranty activations were being captured, and incentive programs were administered by hand.

What we built: Built the reporting and process systems to capture activations at the point of sale and automate incentive administration.

The result: Warranty capture rose from ~0% to 00%. Incentive admin labor cut by more than 0%.

Inside Bayview Asset Management

Reporting model optimization

The problem: The heaviest reporting logic was driving up database processing costs on complex asset-management reporting.

What we built: Re-engineered that logic to run directly inside the reporting layer, where it runs leaner.

The result: Database processing costs down 00% on a typical day — up to 0% at peak.

Experience

Where we've gone deepest

Beauty & Travel Retail

Sell-through, distributor reporting, tester & sample ops

Consumer Goods & Distribution

KPIs, incentive programs, warranty & ops reporting

Financial Services

Asset-management reporting models

Healthcare

Compliant BI and quality reporting

Accounting & Professional Services

Practice operations platforms

Different industry, same mess? The problems travel — the fix does too.

Yasiel Mesa, founder of Phoenix NextGen Technology
About the Founder

The builder who speaks both business and tech

A decade across business intelligence, data architecture, and finance inside some of the world's most recognizable brands. An accounting-first career and an MBA in Finance mean the systems we build make sense to the people who close the books — not just the people who write the code.

You work directly with the person who builds it.

Start with aReporting & Data Audit

A fixed-scope 2–3 week assessment of your reporting stack and back-office processes — delivered with a prioritized rebuild roadmap. Prefer to talk it through first? Book a working session.