Construction Case Studies and Customer Success Stories with Unanet CRM by Cosential
Wieland Construction
- Construction
Unanet CRM by Cosential helped Wieland Construction improve accountability and client management. Wieland switched from a generic CRM to Unanet CRM for better support and cloud-based access. The plat...form enabled instant client interaction tracking, opportunity management, and detailed reporting. Wieland used Unanet CRM to reconnect with past clients and boost repeat business. Executives saw a 100% improvement in marketing and business development processes.
Unanet helped Tamarack Grove Engineering cut costs and grow revenue by 20%. The company replaced manual spreadsheets with one platform for projects and people. Automated billing and Stripe integratio...n made payments 40% faster. Reporting improved by 50% and AP processes became 83% more efficient. Tamarack Grove also saw a 30% boost in operational efficiency and 25% better pipeline forecasting.
Unanet helped STO Building Group (STOBG) 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..., robust database. This made it easy to find project and personnel information. The marketing team saved time and could generate reports quickly. Leadership got faster access to data for better decisions.
Unanet Project Portfolio Financials Plus and GovConPay helped Navigator International manage a global workforce and complex payroll. The company needed to support growth to 500 employees and $100M re...venue by 2024. Their old systems, QuickBooks and eFaact, could not handle their needs. With Unanet and GovConPay, Navigator International improved management, streamlined HR and payroll, and saved executive time. The new solution supports their strategic growth goals and enhances project management.
Unanet CRM helped Layton Construction's lean marketing team manage proposals and sales support for a $1.4 billion, ENR Top 50 firm. Before Unanet CRM, the team struggled with scattered data and time-...consuming manual processes. With Unanet CRM, they now quickly access project data, create strategic proposals, and onboard new team members faster. The Financial Data Connector links Unanet CRM to their accounting software, ensuring data accuracy. The tool saves time, boosts collaboration, and supports the company's growth.
Unanet AE ERP helped Johnson Broderick Engineering cut accounts receivable collection time from 45 days to 15 days. The firm increased cash flow by 20% after switching from QuickBooks to Unanet. Unan...et unified project management, accounting, and HR in one system. Staff found the new ERP easy to use and more efficient. Project visibility and client vetting improved. The solution supported JBE’s fast growth and business process maturity.
National brand industrial contractor
- Construction
Unanet CRM helped a national industrial contractor manage large projects across the United States. The company struggled to track bids, manage pursuits, and connect teams as it grew. Unanet CRM provi...ded industry-specific workflows, dashboards, and easy integration. CRM user participation rose from 60% to nearly 90% in the first year. 95% of users found the CRM easy to learn. Teams now trust their data and collaborate better, driving business growth.
Unanet CRM helped a leading U.S. industrial contractor unify pursuit tracking and speed up onboarding. The company faced slow workflows and poor data access with its old CRM. Unanet provided pre-conf...igured pursuit tracking and easy data sharing. Teams adopted the new system quickly, reducing manual entry and improving collaboration. Leadership gained real-time pipeline visibility and better reporting. The company built a strong foundation for scalable growth and national expansion.
Unanet helped STO Building Group unify marketing and proposal data across 14 companies. Before, each company used different tools and data was scattered. With Unanet, all data moved to one place. Tea...ms now find project and personnel info fast. Proposal and report generation is much quicker. Leadership saw value after Layton Construction's success with Unanet. Now, all companies use Unanet to speed up submittals and reporting.
Unanet CRM helped Gilbane Building Company improve business development. Gilbane needed better relationship management, knowledge sharing, and efficiency. Unanet CRM offered strong relationship manag...ement, email integration, and easy reporting. The company saw a 60% increase in collaboration after using Unanet CRM. Business developers now access information quickly and make better decisions with data-driven insights.
Unanet CRM helped Gilbane, Inc. improve business development. Gilbane needed better relationship and pipeline management, knowledge sharing, and efficiency. They chose Unanet CRM for its strong relat...ionship management, email integration, and easy reporting. The solution made it easier to track revenue, manage pipelines, and share information. Gilbane now uses data and dashboards to make better decisions and scale business development.
Unanet CRM helped Clayco fix scattered project data and slow proposal processes. Clayco used Unanet to centralize project and personnel data, making updates fast and easy. Leadership got quick access... to reliable reports for better decisions. An integrated employee portal boosted proposal productivity by ten times. Clayco now trusts its data and wins better projects as it grows.
Unanet CRM by Cosential helped Big-D Construction solve data management problems. Before, one person managed all contracts and project data, causing bottlenecks. The company needed a more collaborati...ve and unified system. With Unanet CRM, Big-D Construction put all customer, project, and sales lead data in one place. More team members could access and analyze information, improving teamwork. Real-time data access and easy reporting saved time and let the marketing director focus on strategy, not just finding information.
Swinerton is a large commercial construction firm. They struggled with using two separate systems, Salesforce and CMiC, which caused data problems and low user adoption. They needed a single solution... to manage business relationships and improve data quality. Swinerton chose Unanet CRM by Cosential because it is made for AEC businesses and offers better integration and transparency. Now, Swinerton can manage contacts, proposals, and projects more easily in one place.
Unanet ERP helped Qlarant, a large government contractor, cut month-end close time to eight days. Qlarant used Unanet to automate fixed asset entries, integrate travel and expense management with Con...cur, and modernize procurement. The solution improved financial reporting accuracy and efficiency. Qlarant also enhanced project information flow and vendor relationships. The partnership enabled better compliance and streamlined workflows.
Offset Strategic Services
- Government Contracting
Unanet ERP GovCon helped Offset Strategic Services move from manual, paper-heavy processes to a secure, automated system. The company needed a scalable ERP to handle growth and protect sensitive defe...nse project data. Unanet's GovCloud feature provided strong security and compliance for government workloads. The Unanet team made migration fast and easy. The new system supports paperless operations and better audit readiness for prime contractor roles.
Unanet ERP GovCon helped Skybridge Tactical, a defense contractor, replace an outdated and costly legacy ERP system. The old system caused workflow issues, unreliable transactions, and forced staff t...o use manual workarounds. Skybridge Tactical needed a solution to support its growth and provide real-time data. With Unanet ERP GovCon, the company improved efficiency, reduced manual data entry, and positioned itself for future expansion.
Unanet GovCon ERP helped Mission Driven Research, a government contracting firm, solve problems with their old ERP system. The company struggled with poor usability, high costs, and slow support. Una...net offered a quick setup, a user-friendly interface, and real-time data. Managers could access better reports and payroll processes improved. The switch led to lower costs and happier users.
Unanet GovCon ERP and Unanet CRM helped Reservoir International align its business operations. Reservoir needed better ways to manage data, track customer relationships, and support project leads. Th...e company faced challenges with manual processes and legacy tools like Excel and QuickBooks. Unanet provided a real-time common operating picture, centralized project and contract data, and a full record of customer interactions. This helped Reservoir improve decision-making and support business growth.
Unanet’s ERP and CRM solutions helped Sierra7, a veteran-owned government contracting company, unify two accounting systems after an acquisition. Sierra7 needed better project management, real-time f...inancial insights, and a CRM that integrated with their ERP. Unanet’s software automated manual processes, improved data access, and saved time and money. The finance team led a clean data transfer, and the ERP system was fully running within three months.
Unanet helped Qlarant, a large government contractor, streamline workflows and improve efficiency. Qlarant faced challenges with contract management, compliance, and manual financial processes. Unane...t provided a cloud ERP solution with automation, integrated travel and expense management, and strong financial reporting. Qlarant reduced month-end close time to eight days. The company improved collaboration and gained better control over procurement and budgeting.
Design Case Studies and Customer Success Stories with Unanet CRM by Cosential
Wendel Companies
- Design
Unanet helped Wendel Companies unify their operations by connecting ERP and CRM systems. Before Unanet, Wendel struggled with siloed systems, manual processes, and poor user adoption. With Unanet, th...ey centralized data, improved project visibility, and streamlined workflows. Wendel saw a 41% increase in growth, a 20% rise in profitability, and 75% CRM adoption. Real-time data improved decision-making and efficiency across the business.
Unanet AR Automation helped Tamarack Grove Engineering fix their accounts receivable process. Before Unanet, they used spreadsheets and had slow, error-prone invoicing. Their days sales outstanding (...DSO) was 60-65 days. With Unanet, they automated invoicing and used a central AR dashboard. Stripe integration made payments faster. DSO dropped to 38 days, cash reserves grew, and write-offs fell. The team saved time and focused more on projects. The company expanded and improved client relationships.
AE Works (previous architectural design firm of Mark Bertsch)
- Design
Unanet ERP AE and Unanet CRM helped AE Works, led by CFO Mark Bertsch, fix slow month-end closes and late timesheets. The firm used Unanet to automate time tracking and get real-time project data. Th...is made billing faster and more accurate. The company grew its New York office from 28 to 95 people and increased total staff by 25%. Month-end close times dropped from nearly two months to a much shorter period. Unanet's tools let the firm scale operations without adding more admin staff.
Unanet helped Wendel Companies unify their operations by connecting ERP and CRM systems. Before Unanet, Wendel struggled with siloed systems, manual processes, and poor user adoption. With Unanet, th...ey centralized data, improved project visibility, and streamlined workflows. Wendel saw a 41% increase in growth, a 20% rise in profitability, and 75% CRM adoption. Real-time data improved decision-making and efficiency across the business.
Unanet AR Automation helped Tamarack Grove Engineering fix their accounts receivable process. Before Unanet, they used spreadsheets and had slow, error-prone invoicing. Their days sales outstanding (...DSO) was 60-65 days. With Unanet, they automated invoicing, used a central AR dashboard, and integrated Stripe for payments. DSO dropped to 38 days, cash reserves grew, and write-offs fell. The team saved time and focused more on projects, helping the company grow and improve client relationships.
AE Works (previous architectural design firm of Mark Bertsch)
- Design
Unanet ERP AE and Unanet CRM helped AE Works, led by CFO Mark Bertsch, fix slow month-end closes and late timesheets. The firm used Unanet to automate time tracking and get real-time project data. Th...is made billing faster and improved forecasting. The New York office grew from 28 to 95 people, tripling its workforce. Overall staff grew by 25%. Month-end close times dropped from nearly two months to a much shorter period. Unanet made operations more efficient and supported rapid growth.
Unanet ERP GovCon and Paylocity helped Prevailance, a professional services firm, fix payroll and data issues. Payroll now takes 15 minutes instead of several days. Closing books dropped from three d...ays to one. Automation removed manual errors and freed up staff for higher-value work. Integration between ERP and payroll improved data sharing and decision-making. Employees now have a better work experience and execs use dashboards for smarter choices.
Unanet ERP GovCon and Paylocity helped Prevailance, a professional services firm, fix payroll and data problems. The company had slow, error-prone payroll and used many spreadsheets. Unanet ERP GovCo...n offered a prebuilt connector for easy payroll integration. This made payroll faster and reduced mistakes. Teams could share information better. The company now has a system that can grow with them.
Unanet ERP GovCon helped Makai, a small professional services firm, set up efficient workflows for government contract work. The founder wanted an easy-to-use, compliant ERP system for project manage...ment and reporting. Unanet ERP GovCon offered strong timekeeping, expense, and compliance tools. The system made managing time and expenses simple and automated. Makai used Unanet to meet government regulations and scale as the business grew.
Unanet ERP GovCon helped AGEISS, a professional services firm, replace its old ERP system. The legacy system made it hard to get project data and slowed down project managers. AGEISS chose Unanet for... its real-time data, easy dashboards, and GovCon-specific features. The new system improved project controls, resource planning, and contract management. AGEISS now has better access to data and smoother project management.
Energy Solutions
- Professional And Engineering Services
Unanet helped Energy Solutions improve project, people, and financial management. Before Unanet, timesheets were late, invoicing took 30-40 days, and DSO averaged 160 days. With Unanet, timesheets ar...e now submitted on time, invoicing takes 5-10 days, and DSO dropped to 70 days. Real-time reporting and better resource planning increased efficiency. Executives now get timely, meaningful reports.
Management Consulting Case Studies and Customer Success Stories with Unanet CRM by Cosential
Stafford Consulting Company
- Management Consulting
Unanet ProposalAI helped Stafford Consulting Company speed up proposal writing for government contracts. The company used to spend 1-2 weeks on a draft. With ProposalAI, they now create a draft in ju...st one day. The AI tool covers 70-75% of the proposal, saving time and reducing errors. This efficiency helped them win a $25 million contract with the Department of Homeland Security. Stafford Consulting now submits more proposals, with better compliance and quality.
Unanet ERP and CRM helped Evans Consulting, a fast-growing government contracting management consulting firm, move beyond spreadsheets. Evans faced problems with pipeline visibility, low user adoptio...n, and integration issues. They implemented Unanet CRM alongside their existing Unanet ERP to unify data and improve planning. The company pushed for full adoption and integrated systems for better efficiency. As a result, Evans saw improved forecasting, actionable analytics, and greater operational efficiency.
Stafford Consulting Company
- Management Consulting
Unanet ProposalAI helped Stafford Consulting Company speed up proposal writing for government contracts. The AI tool cut the time to create a pink team draft from up to two weeks to just one day. Thi...s let the team focus on refining proposals and improved compliance with RFP rules. Stafford Consulting won a $25 million contract with the Department of Homeland Security using ProposalAI. The company now saves time, works more efficiently, and wins more contracts in the competitive SDVOSB market.
Deep Water Point and Associates
- Management Consulting
Unanet helped Deep Water Point and Associates automate billing and invoicing. The company replaced manual billing with Unanet's billing automation tools. This made workflows smoother and reduced cost...s. They improved data insights and time management. As a result, billing efficiency increased by 60% and payments arrived 30% faster.
Unanet ERP GovCon helped BlueHalo integrate 11 companies into one system after rapid M&A growth. BlueHalo replaced multiple ERP platforms with a single, unified solution. Full data migration took les...s than 6 months, saving hundreds of staff hours. The platform improved compliance, project reporting, and employee experience. BlueHalo now manages all financials, planning, and subcontractors in one place.
Unanet helped Sev1Tech bring two companies together after an acquisition. Sev1Tech moved all employee and project data from Costpoint to Unanet Financials. The platform let them automate rules for Co...st Plus projects and OCONUS work. They gained real-time data visibility and reduced errors. Automated invoicing cut cash cycle time, with some payments received in as few as 5 days.
Unanet helped Sev1Tech bring two companies together after an acquisition. Sev1Tech needed to merge systems, manage more Cost Plus projects, and enforce new compliance rules. They moved all employee a...nd project data to Unanet Financials. Unanet automated rules, improved process efficiency, and provided real-time data visibility. Sev1Tech reduced cash cycle time and now receives some payments in as few as 5 days.
Information Services Case Studies and Customer Success Stories with Unanet CRM by Cosential
A large engineering services firm
- Engineering Services
Unanet helped a large engineering services firm replace an outdated ERP system. The company needed a scalable, customizable solution to handle growth and complex reporting. Unanet provided a flexible... platform, improving financial processes and integrating core business functions. The firm doubled its workforce without increasing back office staff. Staff satisfaction rose with better data access and user-friendly tools.
A large engineering services firm
- Engineering Services
Unanet helped a large engineering services firm replace an outdated ERP system. The company needed a scalable, customizable solution to handle growth and complex reporting. Unanet provided a flexible... platform, enabling full financial management and integration. The firm doubled its workforce without increasing back office staff. Staff satisfaction improved with better data access and user-friendly tools. The partnership with Unanet drove innovation and supported ongoing business needs.
Unanet ERP GovCon helped SkyBridge Tactical, a defense contractor, replace an inefficient legacy ERP system. The old system caused workflow disruptions, unreliable transactions, and high support cost...s. Unanet ERP GovCon offered a user-friendly interface, real-time data, and seamless implementation. Leadership quickly saw value in the new system. SkyBridge now benefits from better scalability and strong support, helping them meet growth goals.
Unanet ERP helps Turner Fleischer Architects run a high-performing studio. The firm uses Unanet’s work breakdown structure to match project planning with real work. Project managers and accountants u...se Unanet’s review tools for accurate billing and clear project tracking. Unanet serves as the central financial engine, connecting time tracking, billing, and reporting in one place. This gives Turner Fleischer real-time data and better decision-making across the business.
Summit Point Training Facility
- Training & Education
Unanet helped Summit Point Training Facility upgrade their finance and inventory management. Summit Point faced outdated systems, manual workflows, and high outsourced accounting costs. Unanet GovCon... ERP and AIM unified their financial and operational processes. The solution automated data entry, improved inventory tracking, and streamlined procurement. Summit Point saved thousands of dollars, reduced errors, and became ready for future growth. Leadership now focuses more on data analysis and less on manual work.
An employee-owned engineering, consulting and construction firm
- Engineering
Unanet CRM helped an employee-owned engineering, consulting and construction firm manage 750 proposals each year. The company needed a CRM to support rapid growth and integrate data across department...s. Unanet CRM enabled real-time data access, improved proposal quality, and better reporting. The firm increased its win rate from the teens to a consistent 25%. Integration with Oracle financial data gave the team deeper insights and improved forecasting.
Unanet CRM helped Allgeier, Martin and Associates improve how they track and evaluate business opportunities. Before Unanet, the firm had no formal way to track leads and client data was scattered. W...ith Unanet, they organized opportunity and personnel data in one place. The easy-to-use system made adoption simple for employees. Allgeier Martin now predicts which business opportunities to pursue more accurately and works more efficiently.
Unanet AE ERP helped Eskew Dumez Ripple, an architecture firm in New Orleans, solve major financial and project management challenges. Their old ERP system was slow, hard to use, and made it tough to... get clear, timely data. Project managers struggled to find the information they needed. With Unanet AE ERP, the firm gained a single source of truth for financial and project data. This made reports easier to create and understand, helping leaders make better decisions and support business growth.
Unanet ERP AE helped Pressure Vessel Engineering (PVENG) solve data integration and project management problems. Before Unanet, PVENG struggled with manual processes and poor project tracking. Unanet... ERP AE brought all their data into one system, making it easier to manage projects and finances. PVENG saved time on generating quotes and improved data accuracy. Employees became more engaged and had better visibility into project performance.
Summit Point Training Facility
- Training & Coaching
Unanet helped Summit Point Training Facility upgrade their finance and inventory management. Summit Point faced outdated systems, manual workflows, and high outsourced accounting costs. They used Una...net GovCon ERP and AIM to unify financials, automate processes, and improve inventory tracking. The solution reduced outsourcing expenses and saved thousands of dollars by catching vendor errors. Automation cut manual work and improved reporting. Summit Point is now ready for growth and more complex contracts.
Houston Engineering, Inc. needed a new ERP system to support their growth and make business easier. Their old software was no longer supported, and they faced challenges with resource strain, slow bi...lling, and limited data reporting. They chose Unanet for its real-time data, customizable dashboards, and web-based billing. With Unanet, HEI improved reporting, sped up billing, and managed growth more effectively. The team also used Unanet’s learning resources to get the most from the software.
NuAxis Innovations has selected Unanet's ERP GovCon solution to enhance its strategic decision-making and efficiency. This adoption aims to empower NuAxis' growth by providing real-time reporting, in...tegrated contract management, and a mobile timekeeping app. Unanet's solutions are expected to improve productivity and profitability for NuAxis, a technology provider for federal agencies.
Steerbridge has chosen Unanet GovCon ERP to modernize its operations, enhancing financial management, contract oversight, and project execution. This adoption aims to improve resource planning, decis...ion support, and process automation, supporting Steerbridge's growth and service delivery in the federal sector.
Davies Engineering Group Replaces System with Unanet ERP, CRM
Davies Engineering Group has adopted Unanet's ERP and CRM solutions to enhance project forecasting and business processes. This transition aims to improve profitability and project delivery by provid...ing data-driven insights and strategic dashboards. The integrated platform addresses challenges in resource management and decision-making, crucial for the firm's growth in the industrial and manufacturing sectors.
EMA Engineering & Consulting Replaces Systems with Unanet ERP and CRM
EMA Engineering & Consulting has adopted Unanet's ERP and CRM solutions to enhance project management and business operations. This integrated platform will improve project visibility and streamline ...business processes, enabling EMA to manage 50% more project revenue efficiently. The decision was driven by Unanet's flexibility and automation capabilities, which surpassed other reviewed solutions.
ITS Selects Unanet ERP GovCon to Maximize Efficiencies Amidst Growth
Infinity Technology Services (ITS) has chosen Unanet ERP GovCon to replace its legacy systems, aiming to enhance operational efficiency and support growth. The new ERP will streamline ITS's processes..., offering real-time analytics and improved project management capabilities. This selection underscores Unanet's reputation for delivering effective solutions to government contractors.
R3 Selects Unanet to Enhance Companywide Utilization, Profitability
R3, a managed services provider, has selected Unanet's ERP solution to enhance its operations as it expands into government contracting. The implementation aims to streamline processes, improve resou...rce management, and ensure DCAA compliance. R3 will work with BDO for integration, expecting to go live in August.
ITS Selects Unanet ERP GovCon to Maximize Operations and Efficiencies Amidst Sustained Growth - Yahoo Finance
Infinity Technology Services (ITS) has selected Unanet ERP GovCon to replace its legacy systems, aiming to enhance operational efficiencies and real-time analytics. This decision supports ITS's growt...h and strategic goals, offering a unified platform for timekeeping, billing, and project tracking. Unanet's solution promises improved data accuracy and compliance for ITS, aligning with its mission-focused operations.
EMA Engineering & Consulting Replaces Disjointed Legacy Systems with Modern ERP and CRM from Unanet - Yahoo Finance
EMA Engineering & Consulting has replaced its legacy systems with Unanets integrated ERP and CRM software. The firm expects improved project management, forecasting, and business pipeline visibility.... EMAs leadership cited Unanets automation and flexibility as key factors, anticipating the ability to manage 50% more project revenue without increasing headcount.
Davies Engineering Group Replaces Inefficient Legacy System with Modern ERP and CRM from Unanet - Yahoo Finance
Davies Engineering Group has adopted Unanet AE ERP and CRM to replace its legacy system, aiming to streamline project forecasting, improve profitability, and enhance decision-making. The integrated U...nanet platform provides real-time data insights, supporting Davies Engineerings growth and improving project delivery for its industrial and manufacturing clients.
