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

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.
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Unanet CRM helped Gilbane Building Company improve business development. Gilbane needed better relationship management, knowledge sharing, and efficiency. Unanet CRM... offered strong relationship management, 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.
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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 relationship 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.
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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.
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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 collaborative 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.
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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 platform 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.
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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 integration 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.
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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 revenue 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.
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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.
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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. Unanet 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.
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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 provided 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.
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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 poor data access with its old CRM. Unanet provided pre-configured 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.
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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.
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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. Teams 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.
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Unanet helped Qlarant, a large government contractor, streamline workflows and improve efficiency. Qlarant faced challenges with contract management, compliance, and... manual financial processes. Unanet 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.
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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 Concur, 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.
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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 defense 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.
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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 to 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.
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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. Unanet 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.
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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. The 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.
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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 financial 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.
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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, they 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.
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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.
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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. This 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.
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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, they 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.
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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.
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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. This 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.
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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 are 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.
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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 days 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.
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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 GovCon 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.
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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 management 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.
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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.
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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. This 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.
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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 costs. They improved data insights and time management. As a result, billing efficiency increased by 60% and payments arrived 30% faster.
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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 just 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.
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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 adoption, 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.
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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 Cost 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.
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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 and 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.
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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 less 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.
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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.
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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.
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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 Unanet 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.
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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 billing, 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.
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Unanet Project Portfolio Financials helped iNovex save 5 days each month on month-end close. Payroll processing dropped from 90 to... 30 minutes. The system replaced complex Excel spreadsheets and improved compliance with DCAA regulations. Project managers gained better reporting and visibility. iNovex now has a scalable, integrated ERP for government contracting.
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Unanet CRM helped Swinerton, a leading construction firm with over 4,300 employees, centralize and clean up its business relationship data. Swinerton replaced disconnected... legacy systems with Unanet CRM, improving user adoption and streamlining proposal generation. The platform enabled better pipeline management, forecasting, and reporting. Executives gained visibility and data-driven insights, leading to improved strategic decision-making.
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Unanet CRM helped Allgeier, Martin and Associates, a consulting firm in electric power and civil engineering, centralize client data and track business opportunities. Before Unanet, they... had no formal way to evaluate leads and struggled with scattered data. With Unanet, they implemented opportunity tracking and improved data management. The firm achieved 80% accuracy in predicting winning proposals and 100% in predicting losses. This led to more targeted pursuits, higher profits, and better decision-making.
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Unanet AE ERP helped EnVision Consultants save $6,000 a year by using AP approvals. The company sped up billing with... AR Automation, cutting invoice time to as little as one day. Project managers now get real-time data and easy reporting. EnVision replaced multiple systems with one ERP, making work faster and easier. The team found Unanet easy to use and quick to implement.
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Unanet A/E helped FORECON, Inc. modernize its operations by replacing outdated systems like QuickBooks and Client Manager. FORECON transferred 15... years of data for nearly 15,000 projects into Unanet A/E, streamlining timekeeping, expenses, and accounting for over 40 employees. The ERP solution gave FORECON 100% visibility into invoicing and accounting, enabling real-time project tracking and custom reporting. FORECON now manages complex invoices and gains vital business insights, improving strategic decision-making.
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Unanet CRM by Cosential helped J. B. Henderson Construction Company save up to 3 hours per proposal by streamlining data... access and reporting. The integration with Vista enabled fast project record searches and consolidated accounting data, reducing manual report creation. Cross-departmental teams now access financial and project data easily, breaking down silos. JBH improved RFP response times and increased efficiency for their accounting and marketing departments.
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Unanet CRM helped A. P. Construction organize decades of business development data. The company needed to make institutional knowledge accessible...and automate manual processes. Unanet CRM replaced scattered spreadsheets with a single, searchable system. The mobile and Outlook integrations let staff access contacts and project details anywhere. This digital transformation improved efficiency and transparency in project pursuit.
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Unanet CRM helped Commodore Builders move from Microsoft Dynamics to a CRM built for construction. Commodore needed a flexible, easy-to-use... CRM to support growth and reduce reliance on consultants. Unanet CRM offered fast configuration, a robust mobile app, and seamless integration with Sage and InDesign. The team adopted the new CRM quickly, improving security and streamlining business development. Commodore Builders saw better productivity and employee satisfaction with Unanet CRM.
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Unanet CRM helped Gilbane Building Company boost business development. The company needed better relationship management, collaboration, and reporting. Unanet CRM... provided centralized data, email integration, and easy dashboards. After using Unanet CRM, Gilbane saw a 60% increase in collaboration. Business developers now access project data quickly and make data-driven decisions. The CRM improved efficiency and knowledge sharing across teams.
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Unanet ERP and CRM helped Evans Consulting regain 4 days a month in analyst time. The company faced challenges with... pipeline visibility, user adoption, and integration. By fully adopting Unanet's solutions, Evans improved efficiency, forecasting, and decision-making. Real-time analytics and dashboards gave a clear view of operations. User training and support from Unanet drove strong adoption and business growth.
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Unanet CRM by Cosential helped Big-D Construction move from spreadsheets to a unified CRM system. The team now accesses real-time... data and generates reports quickly. This shift improved collaboration and freed up time for marketing strategy. The marketing director reports tasks that took hours now take minutes. Unanet's support and training resources added ongoing value for the team.
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Unanet helped Houston Engineering, Inc. (HEI) improve project management and billing efficiency. HEI faced challenges with operational pressures, slow billing... cycles, and limited data reporting. Unanet's ERP solution gave HEI real-time data, customizable dashboards, and web-based invoicing. HEI saw faster billing, better reporting, and higher project management productivity. The partnership led to improved collaboration and streamlined workflows.
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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 costs. 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.
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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 use 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.
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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.
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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 departments. 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.
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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. With 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.
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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.
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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.
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