Real-World Case Studies and Customer Success Stories with Unanet CRM by Cosential

Unanet ERP AE helped Envirotech Engineering & Consulting, Inc. transform its billing and accounts processes. The company doubled its staff... and needed faster, more accurate AP and AR workflows. Unanet replaced manual, paper-based tasks with digital automation. This change led to a 25% increase in efficiency for both AP and AR. Staff now spend less time on paperwork and more time on valuable work. The new system improved invoice accuracy and sped up approvals.
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Clayco used Unanet CRM to centralize project and personnel data, replacing manual, siloed processes. The company integrated Unanet with its... tech stack, including OpenAsset, to improve proposal quality and speed. Clayco's pursuit team tripled the number of pursuits from 50 to over 150 in three years. Their win rate increased by more than four percent. Quick access to reliable data boosted productivity and helped Clayco win better projects.
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Unanet CRM helped Commodore Builders, a Massachusetts-based construction firm, replace Microsoft Dynamics with a CRM built for the construction industry. Commodore faced challenges... with inflexible, costly CRM tools and needed a solution that was easy to configure and adopt. Unanet CRM provided a mobile app, seamless integrations, and user-friendly documentation. The switch led to faster configuration, reduced consultant costs, and quick organization-wide adoption. Executives and staff now access real-time data easily, improving productivity and decision-making.
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Unanet CRM by Cosential helped Big-D Construction move from spreadsheets to a unified, collaborative system. The marketing director, once the... only source of business data, now shares real-time updates with her team. Reports are easy to generate, saving hours of manual work. The team uses Unanet’s training resources to build skills and relationships. This shift lets the marketing team focus on strategy, not data gathering.
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Unanet CRM by Cosential helped J. B. Henderson Construction Company save up to 3-5 hours per proposal by streamlining data...mining and reporting. The integration with Vista allowed staff to access project and financial data quickly, reducing the need for manual report creation. Cross-departmental data silos were eliminated, enabling marketers to respond to RFPs faster. The Financial Data Connector provided a single view for accounting, improving accuracy and efficiency. JBH used synchronized records to quickly generate reports for public project RFQs.
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Unanet helped EnVision Consultants save about $6,000 a year by using built-in AP approvals. The company sped up billing with... AR automation, cutting invoice times to as little as one day. Project managers now get real-time data and easy reporting. EnVision replaced multiple systems with one ERP. The team can now make faster, better decisions.
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Unanet CRM helped A. P. Construction move from scattered spreadsheets to a unified CRM system. The company needed to preserve...decades of business knowledge and automate manual sales processes. With Unanet CRM, they now track projects, manage contacts, and access data on the go. Mobile and Outlook integrations make it easy to update records and nurture client relationships. Centralized reporting and tagging speed up proposal delivery and support smarter business decisions.
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Unanet CRM helped Swinerton, a leading construction firm, centralize business data and streamline proposal management. Swinerton replaced fragmented legacy systems... with Unanet CRM to improve data accuracy and pipeline visibility. The firm saw a 70% increase in user adoption and collaboration. Automation reduced manual data entry and improved forecasting. Executives now make better decisions with real-time insights and centralized information.
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Unanet CRM helped Allgeier, Martin and Associates improve how they track and evaluate business opportunities. The firm used Unanet to... centralize client and personnel data, making it easier to analyze and act on information. With Unanet’s go/no-go scoring, they predicted proposal winners with 80% accuracy and losers with 100% accuracy. This led to more targeted pursuits, higher quality wins, and increased profits. The dashboard and reminders kept high-priority opportunities visible and actionable.
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Unanet CRM helped Gilbane Building Company boost business development. The company needed better relationship and pipeline management. Unanet CRM improved... collaboration, knowledge sharing, and reporting. After implementation, Gilbane saw a 60% increase in collaboration. Business developers now access project data quickly and make data-driven decisions. The CRM also improved company perception and user experience.
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Unanet helped Houston Engineering, Inc. (HEI) improve project management and billing. HEI used Unanet to access real-time data and customizable... dashboards. This made decision-making faster and more accurate. Billing cycles became shorter and more efficient. HEI increased productivity and managed growth better with Unanet's ERP solution.
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Navigator International used Unanet and GovConPay to manage a growing, global workforce. Their old systems could not handle complex payroll... or provide real-time data. With Unanet, they integrated payroll, HR, and ERP into one platform. Leadership gained better management tools and saved time on daily tasks. The new system helped them track progress toward their goal of 500 employees and $100M revenue.
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Unanet CRM by Cosential helped Wieland Construction improve accountability and organization in its marketing and business development teams. Before Unanet CRM,... Wieland struggled with a generic CRM that lacked needed features and support. The switch enabled better tracking of client interactions, lead management, and opportunity reporting. Wieland now uses Unanet CRM to monitor sales funnel stages and ensure regular client follow-ups. The result is a more focused team, higher quality leads, and a 100% improvement in business processes over three years.
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Unanet helped STO Building Group unify project and personnel data across 14 companies. The platform enabled fast reporting and proposal... generation, saving time for marketing teams. STOBG migrated 10 companies into one system, making it easier to share data and standardize processes. Leadership could access information quickly, improving decision-making. Unanet's data team supported the migration, saving STOBG time and effort.
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Unanet ERP helped Johnson Broderick Engineering cut accounts receivable collection time from 45 days to 15. The firm increased its... cash flow by 20% after switching from QuickBooks. Unanet unified project management, accounting, and HR in one system. Staff found the new solution easier to use and more reliable. JBE now tracks projects better and collects payments faster. The business is more professional and ready for growth.
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Unanet helped Tamarack Grove Engineering streamline project management and billing. The firm replaced manual spreadsheets with a unified platform, improving... collaboration and visibility. Automated AR/AP and Stripe integration sped up payments and reduced manual work. Tamarack Grove saw 20% revenue growth, 50% faster reporting, and 40% faster time-to-cash. Operational efficiency increased by 30% and pipeline forecasting improved by 25%.
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Layton Construction used Unanet CRM to streamline proposal management for their lean marketing team. Before, they struggled with scattered data... and slow information access. With Unanet CRM, they created a central repository for project data. This made it easier to find information, onboard new team members, and run reports. The marketing team became more self-reliant and efficient. Other departments also started to see the benefits of the solution.
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Unanet CRM helped a national industrial contractor unify teams and drive growth. The company faced challenges with outdated CRM tools... and poor collaboration across divisions. Unanet CRM provided industry-specific workflows and dashboards, enabling rapid adoption and trusted data. CRM user participation rose from 60% to 90% in one year. Teams now rely on a single source of truth, improving decision-making and collaboration.
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Unanet helped Wendel Companies unify their ERP and CRM systems. This led to a 20% increase in profitability and a... 41% rise in net sales. CRM adoption jumped to 75% and operational efficiency improved by 20%. Teams now collaborate better and reporting is faster. Wendel automated manual tasks and improved project visibility across the business.
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Unanet CRM helped a leading U. S. industrial contractor unify pursuit tracking and speed up onboarding. The company faced slow...workflows and fragmented data with its old CRM. Unanet provided pre-configured pursuit tracking and easy data sharing. Teams saw faster onboarding and higher adoption rates. Leadership gained real-time pipeline visibility and improved reporting. The new system set a strong foundation for scalable growth.
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Unanet CRM helped Allgeier, Martin and Associates organize and track business opportunities. Before Unanet, the firm had no formal way... to evaluate leads or centralize client data. With Unanet, they implemented opportunity tracking and improved data management. The CRM enabled them to predict proposal outcomes with 80% accuracy for winners and 100% for losers. This led to more targeted pursuits, higher profits, and better decision-making for the firm.
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Unanet helped STO Building Group unify data from 14 companies into one platform. Before, each company used different tools for... marketing and proposal data. With Unanet, STOBG created a single database for project and personnel information. This made it faster to generate reports and proposals. Marketing teams saved time and leadership got information quickly. Unanet’s team supported data migration and standardization across the group.
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Unanet CRM helped a large, employee-owned engineering and construction firm manage 750 proposals each year. The company needed real-time data... access for marketers and better forecasting tools. Unanet CRM integrated data across departments and supported a fast 90-day implementation. The firm improved proposal quality, increased forecast accuracy, and raised its win rate from the teens to a consistent 25%. Integration with Oracle financial data gave deeper insights for decision making.
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Unanet helped Wendel Companies unify their ERP and CRM systems. This led to a 20% increase in profitability and a... 41% rise in net sales. CRM adoption jumped to 75% and operational efficiency improved by 20%. Wendel automated manual processes, improved reporting, and enhanced collaboration. Teams now have real-time data for better project management and decision-making.
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Unanet CRM helped Gilbane Building Company boost business development. Gilbane needed better relationship and pipeline management. They wanted to improve... collaboration and knowledge sharing. Unanet CRM centralized project data and streamlined workflows. After implementation, Gilbane saw a 60% increase in collaboration. Business developers now access critical information quickly and make data-driven decisions.
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Unanet CRM helped Gilbane, Inc. , a leading construction company, improve business development. Gilbane needed better relationship and pipeline management,...knowledge sharing, and efficiency. Unanet CRM provided centralized data, email integration, and easy reporting. After implementation, Gilbane saw a 60% increase in collaboration. Business developers now access project data quickly and make data-driven decisions.
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Big-D Construction used Unanet CRM by Cosential to solve data management problems. Before, one person managed all contracts and project... data, causing bottlenecks and risk. The new CRM unified customer, project, and sales lead data in one place. Team members now access real-time information and generate reports easily. This improved collaboration and freed up time for strategic work. The company also benefited from Unanet’s industry expertise and training resources.
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Unanet CRM helped Clayco centralize project and personnel data. The company improved proposal quality and increased productivity. Clayco's win rate... on pursuits rose by over four percent. The number of pursuits tripled from 50 to 150 in three years. Employees now access data quickly, boosting satisfaction and efficiency. Unanet CRM enabled Clayco to respond faster and win better projects.
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Unanet CRM helped Swinerton, a leading construction firm, replace Salesforce and CMiC with a single, integrated CRM platform. Swinerton faced challenges... with data silos, low user adoption, and poor pipeline visibility. The new solution unified business development and marketing processes, improved data centralization, and automated proposal generation. User adoption increased by 70%. Leaders now make decisions with better insights and more accurate forecasting.
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Unanet AE ERP helped Eskew Dumez Ripple, a New Orleans design firm, overcome financial and project management challenges. Their old ERP... system caused delays and errors, making it hard for project managers to get timely, clear data. With Unanet, the firm gained a single source of truth, easy-to-read visual reports, and fast adoption by project managers. The new system enabled better decisions, smoother operations, and set the stage for future growth.
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Unanet helped AE Works, an architectural design firm, overcome slow month-end closes and manual processes. The firm used Unanet ERP... AE and CRM to automate time tracking and improve project insights. This enabled AE Works to reduce close times from 50-60 days and ensure timely timesheet submissions. The company grew its workforce by 25%, expanding its New York office from 28 to 95 employees. Unanet's scalable tools allowed AE Works to handle more invoices without extra staff and support rapid growth.
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Unanet helped Tamarack Grove Engineering cut their days sales outstanding by 58%. Before Unanet, the team struggled with manual AR... processes and slow invoicing. Automated invoicing and Stripe integration sped up billing and improved cash flow. Real-time dashboards gave better financial visibility. Tamarack Grove used these gains to expand, boost cash reserves, and strengthen client relationships.
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Turner Fleischer Architects used Unanet’s ERP to create a real-time data ecosystem. The studio aligned project structure with Unanet’s Work... Breakdown Structure for better tracking and clarity. Project managers and accountants collaborated using built-in review tools for accurate billing. Unanet became the single system for time tracking, invoicing, and forecasting. This led to connected data, clear billing, and full-cycle financial visibility.
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Unanet AE ERP helped Eskew Dumez Ripple, a New Orleans design firm, overcome financial and project management challenges. Their old ERP... system made it hard to get timely, clear data. Unanet gave project managers real-time dashboards and easy-to-read reports. The firm now has one source of truth for financial and project data. Adoption was fast, and project leaders can focus more on their work. Unanet supports the firm's growth and vision.
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Unanet helped AE Works fix slow month-end closes and late timesheets. The firm used Unanet ERP AE and CRM to... automate time tracking and get real-time project data. This let them cut close times from 50-60 days to much less. AE Works grew its New York office from 28 to 95 people, a 25% increase in total staff. Billing became faster and more accurate, with no need for extra admin hires. Unanet's support made the switch easy and helped AE Works scale fast.
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Unanet AR Automation helped Tamarack Grove Engineering cut their days sales outstanding by 58%, dropping from 60-65 days to just 38 days. Before Unanet, the... team struggled with manual invoicing, chaotic collections, and slow cash flow. Automated invoicing and Stripe integration made billing faster and more accurate. Real-time dashboards improved financial visibility and decision-making. Tamarack Grove used these gains to boost cash reserves, reduce write-offs, and expand their business.
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Evans Consulting used Unanet ERP and CRM to replace spreadsheets and unify business operations. The company faced challenges with pipeline... visibility, user adoption, and integration of tools. By increasing adoption of Unanet and integrating CRM, Evans Consulting improved forecasting and decision-making. The team regained 4 days per month in analyst time. Real-time analytics and dashboards now give a clear view of the sales pipeline.
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Unanet A/E helped FORECON, Inc. move from outdated manual systems to a modern ERP. FORECON transferred 15 years of data... and nearly 15,000 projects into Unanet A/E. The new system improved timekeeping, expenses, and accounting for over 40 employees. FORECON gained 100% visibility into invoicing and real-time project status. Custom reports and streamlined invoicing now give FORECON vital business insight.
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Unanet ProposalAI helped Stafford Consulting Company cut proposal drafting time from up to two weeks to just one day. The AI-powered tool... generated 70-75% of each proposal draft, letting the team focus on customization and compliance. This efficiency boost enabled Stafford Consulting to win a $25 million Department of Homeland Security contract. The company now submits more proposals, improves compliance, and saves costs in government contracting.
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Evans Consulting used Unanet ERP and CRM to replace spreadsheets and disconnected tools. The company faced low user adoption and... poor pipeline visibility. By integrating Unanet CRM with their ERP, they improved forecasting and decision-making. Training and support from Unanet increased adoption across the team. Evans regained 4 days per month in analyst time and now has better control over data and operations.
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Unanet ProposalAI helped Stafford Consulting Company cut proposal drafting time from up to two weeks to just one day. The AI-powered tool... generated 70-75% of each proposal draft, letting the team focus on compliance and customization. This led to faster, higher-quality submissions for government RFPs. Stafford Consulting secured a $25 million contract with the Department of Homeland Security using ProposalAI. The company now wins more contracts and saves significant time and effort.
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Unanet helped Deep Water Point and Associates automate billing and invoicing. The company replaced manual processes with Unanet’s ERP and... billing automation tools. This led to a 60% increase in billing efficiency and 30% faster payments. Leadership gained better financial visibility with new dashboards and reporting tools. The team now spends less time on billing and more on strategic growth.
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Unanet helped Qlarant, a national government contractor, cut its month-end close time to eight days. Qlarant used Unanet’s ERP to... automate financial reporting, modernize procurement, and integrate travel and expense management with Concur. The solution improved accuracy, sped up accounts payable, and boosted project information flow. Qlarant’s CFO praised Unanet for streamlining operations and supporting compliance needs.
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Reservoir International used Unanet ERP and CRM to replace outdated systems. The company needed better data management and real-time project... tracking. Unanet gave them a single source of truth for contracts, projects, and customer data. Teams now access real-time updates and collaborate more easily. Reservoir improved decision-making and business development with unified data and streamlined processes.
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Unanet ERP GovCon helped Skybridge Tactical replace a costly, inefficient legacy ERP system. The old system forced manual workarounds and... delayed project data. With Unanet, Skybridge gained real-time reporting, intuitive tools, and strong support. The switch enabled easier budgeting and faster access to project costs. Field teams now use a mobile app that works even offline. The new ERP supports Skybridge's growth plans and simplifies work for every department.
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Unanet ERP GovCon helped Offset Strategic Services move from paper-based processes to a secure, cloud-based system. The company needed to... scale quickly and protect sensitive defense project data. Unanet enabled a fast implementation in less than two weeks. The solution improved compliance, reduced IT costs, and made audits easier. Offset Strategic Services now operates paperless and is ready for CMMC certification.
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Unanet helped Qlarant, a national government contractor, cut its month-end close time to just eight days. Qlarant used Unanet’s ERP... to automate fixed asset entries and integrate travel and expense management with Concur. The solution improved financial reporting accuracy and modernized procurement and accounts payable processes. Qlarant also saw better project information flow and easier expense tracking. The partnership enabled Qlarant to boost efficiency and collaboration across its teams.
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Unanet’s ERP and CRM solutions helped Sierra7, a federal service provider, unify two accounting systems after an acquisition. The company automated... manual processes and gained real-time access to financial data. Project management moved out of spreadsheets, saving time and money. Sierra7 improved decision-making with instant financial insights and streamlined operations. Outlook integration made CRM data easy to access for the team.
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Unanet ERP GovCon and Paylocity helped Prevailance, a government contracting firm, automate payroll and integrate HR systems. Payroll processing time... dropped from several days to just 15 minutes. Closing the books now takes one day instead of three. Teams collaborate better, and errors from manual data entry are gone. Employees enjoy a better work experience, and executives use dashboards to make informed decisions.
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Unanet ERP GovCon helped AGEISS, a professional services firm, replace its outdated ERP system. The old system made it hard... to access real-time project data and slowed decision-making. With Unanet, project managers now get instant, accurate reports and dashboards. Month-end billing time dropped by 30%. Tracking project revenue now takes just 2 minutes instead of 8 hours. Staff can easily shift resources and trust the data. Audit readiness and compliance are much simpler. AGEISS now recommends Unanet to other government contractors.
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Unanet ERP GovCon helped Makai, a Boston-based government contracting startup, build a strong business foundation. The system's compliance tools enabled... Makai to win three prime U.S. government contracts and pass DCAA audits. Automated time and expense management simplified workflows for project teams. The intuitive interface and flexible reporting saved time and reduced IT headaches. Unanet's support and scalable features positioned Makai for future growth in the government contracting space.
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Unanet ERP GovCon and Paylocity helped Prevailance automate payroll and integrate HR systems. Payroll processing dropped from several days to... just 15 minutes. Closing the books now takes one day instead of three. Employees enjoy a better work experience and fewer errors. Executives use dashboards to make faster, smarter decisions. The integration removed manual work and improved collaboration across teams.
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Unanet helped Energy Solutions cut their DSO from 160 to 70 days. Timesheet submissions now happen by midnight on the... last day of the pay period. Invoicing time dropped from up to 40 days to as few as 10 days. Executives can now get timely, meaningful reports. The sales team tracks and manages their pipeline more effectively. Resource planning and workload management improved significantly.
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Unanet Project Portfolio Financials helped iNovex, a government contractor, achieve DCAA compliance and scale operations. Legacy systems caused duplicate work... and poor user experience. After switching to Unanet, iNovex saved 5 days per month on month-end close and cut payroll processing from 90 to 30 minutes. Project managers gained better reporting and visibility. The company eliminated complex spreadsheets and passed a DCAA accounting system review.
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Unanet ERP GovCon helped BlueHalo integrate 11 acquired companies into one system. The company migrated all data in less than... 6 months, saving hundreds of hours. BlueHalo replaced multiple legacy ERPs with a single, unified platform. Compliance and project reporting became easier and more transparent. Employees now have a better user experience and access to real-time analytics. BlueHalo can scale its operations as it aims for $1 billion in revenue.
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Unanet helped Mission Driven Research, a growing engineering firm, overcome major ERP challenges. Their old ERP system was hard to... use, required costly consultants, and failed to deliver real-time data. After switching to Unanet, MDR saw reporting time drop from days to just 20 minutes. The team enjoyed a user-friendly interface, better payroll collaboration, and direct access to customer support. Unanet made MDR’s accounting and timekeeping for government projects faster and easier.
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Unanet helped Sev1Tech merge two companies onto one platform. Sev1Tech moved all employee and project data from Costpoint to Unanet... Financials. The solution automated compliance for Cost Plus projects and OCONUS work. Sev1Tech now manages real-time project data and enforces rules automatically. They reduced cash cycle time and receive some payments in as few as 5 days. Staff feedback on Unanet was positive.
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Unanet helped Sev1Tech integrate two companies after a major acquisition. Sev1Tech moved all employee and project data from Costpoint to... Unanet Financials. They automated compliance for Cost Plus projects and OCONUS work. The company reduced month-end close time and saved 1.5 days per week on payroll. Some customer payments now arrive in as few as 5 days. Unanet gave Sev1Tech real-time project visibility and streamlined invoicing.
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