The Importance of Data for Project-Based Businesses
by Carrie MahonBusiness Development & Growth
Jun 03, 2021
Project-based organizations are built on and driven by data. Profit, cost, customer churn, pipeline, percent complete, win-loss rates—all of these and countless others are a vital part of the day-to-day. In order to make the important decisions that guide the business into the future, modern organizations need to harness and utilize data. It’s not enough to simply track this data, however; honing in on what metrics and KPIs are most valuable to your organization is what makes the difference between data overload and receiving actionable insights. As discussed in Unanet CEO Craig Halliday’s Inc. Magazine article “How to Find Metrics That Matter to Your Business,” organizations should learn how to strategically leverage the right data to drive the business forward: “Data should inform and galvanize, not confuse and paralyze. To get more of the former and less of the latter, my advice is to focus on a handful of high-level metrics that are simple, measurable and relevant to organizational objectives. Tune out the stuff that could be impactful but isn’t actionable, as well as the stuff that’s actionable but not impactful.” In the article, Halliday listed 5 of the big metrics SAAS businesses should keep an eye on: Customer experience metrics Employee engagement and experience metrics Annual recurring revenue Operating cash flow Community involvement Further, the metrics that organizations focus on must be informed by real-time data. If the data isn’t real-time, executives are left guessing on if they can trust the numbers in front of them. This makes it much harder to make the right strategic decisions. Only with real-time analytics can government contracting, architecture & engineering, and construction organizations turn information into insight, drive operational efficiencies, and connect and empower their people. To learn more about how real-time data can unlock insights and growth for your business, download our ebook, “The Business of Projects for Dummies.”
What Is CRM for Architecture?
by Lucas HaydenA/E, CRM
Jun 01, 2021
As an architecture firm, customers and opportunities are always top of mind for your teams. With projects being the lifeblood of your firm, properly managing your customers and opportunities can make or break your success. This is where CRM comes in. Customer Relationship Management (CRM) is simply the practice of managing how you interact with both current and potential customers. In this blog, we will review the importance of CRM for architecture firms, how a project-based CRM solution can automate the process, and what architects should look for when choosing a CRM solution. Why is CRM so Important? Architecture firms are in the business of projects. Because they sell projects and service rather than products, documenting client names, contacts, contact information and history is vital. Firms have long relied on repeat work from customers with whom they’ve had long standing relationships. As the competitive landscape has changed slightly, this is no longer the case. Firms can’t always count on the buddy system to guarantee work; they have to compete, which is where a CRM keeps them on their relational A-game. To do this successfully requires streamlined processes and clarity into all opportunities and customers. Some architecture firms are trying to achieve this level of insight with an endless array of emails, spreadsheets, Rolodex cards, and attachments that require constant consolidation and reconciliation. The more people keep separate siloes of data, the greater chance there is of crucial opportunity and customer data being incorrect or missing. There’s a better way. The Benefits of a Project-Based CRM Solution While the beloved Rolodex served the CRM needs of businesses before the days of software, modern architecture firms require modern solutions. Project-based CRM software provides a single source of truth for contact information, lead and opportunity pipeline management, and streamlines marketing efforts such as accessing historical project records for proposals and/or easily organizing email campaigns to clients, partners and prospects. Having a CRM that’s specifically built for projects is crucial because every project is unique. The details of the project, the team involved in executing the project, the relationships with Engineering and Construction firms—all of this and more needs to be tracked and it’s different with every project. A project-based CRM can do this. Let’s dive a little deeper into the main benefits of CRM for architecture firms can deliver several benefits. See Customer & Pipeline Information in Context of Projects Architecture firms are project-based, and their CRM solution should be, too. A project-based CRM solution allows firms to place the customer journey in context of a project, tracking it at every phase of the lifecycle. Projects don’t happen in a vacuum. Before starting a new project, project teams must assess required resources, the expected schedule, and where it fits into the existing list of projects. CRM software allows Project Managers and project teams to see the bird’s eye view of all current and future commitments and drill down into any opportunity as needed, allowing them to adjust their strategy. Take a look at this free guide, “The Business of Projects for Dummies,” to learn more. Gain Greater Insight & Decision-Making Capabilities A CRM for architecture houses accounts, contacts, telephone numbers, email addresses, and notes—the crucial data some firms are managing across multiple spreadsheets and bookmarked email threads—in one single solution for anyone to access. In just a few clicks, your business development and customer teams have a comprehensive view of contact history and information. No more pulling a contact name from an outdated spreadsheet only to later find that the contact left the company years ago. No more guessing the last time someone followed up with the prospect and what was discussed. Having real-time data places much-needed information at executives’ fingertips. The ability to know exactly where each deal stands and see the forecasted opportunities coming down the pipe is invaluable. Without this data, leaders are left to make important strategic decisions without the full picture. It’s much easier to steer the business into the future with a clear picture of the pipeline. Understand Customer Needs & Improve Relationships Project-based CRM goes beyond enabling better decision-making and increasing profit—though that is certainly one of the biggest benefits. A CRM solution can pave the way to teams improving their relationships with the customers and prospects they manage. It’s in the name, after all. Having the full set of meeting notes and emails for an account available anytime and anywhere makes it easier for Customer Success Managers to understand the full account history. They can see how the customer’s needs have shifted over time and make sure those needs are continuously being met—or course correct if they’re not. Architects know too well that truly understanding clients can mean the difference between retention or churn. Customer teams can compare accounts, notice that the pain points expressed by one customer are consistent across multiple customers, and introduce new opportunities to executives and business developers. What to Look for in a CRM for Architecture Firms Architecture firms are complex and unique, so finding a CRM tailored for them is crucial. So, what should architects be looking for in a solution? A Single Source of Truth Managing opportunities and existing contacts touches every aspect of the firm, and vice versa. The CRM solution should seamlessly integrate marketing, project management, business development and financial data into one location. The solution should meet project managers and executives where they are and be accessible from the devices—and tools like Outlook—that they already know and love. At any moment, executives should be able to keep a pulse on the entire organization and leverage the information they find to make smarter strategic decisions. Configurability & Scalability Firms must be able to trust that the CRM solution they choose will serve their unique business needs through crucial growth periods and beyond. The CRM system should be flexible and configurable enough for teams to have everything they need in the provided built-in tools. The firm should trust that the solution will grow with them instead of needing to migrate to and learn new systems each they make changes to their business model. Ideally, the CRM should also be able to integrate with financial solutions and other software. An integration enables project-specific marketing and financial data to quickly and securely sync and provide everything in one single source of truth. Proposal Management Ask any business development manager what one of their key priorities is, and they’ll likely say proposal creation and management. If proposals are a key part of a business, they must be a key part of the CRM tool the business uses. The CRM solution should provide the accurate data needed to consistently accelerate the proposal process, improve proposal data accuracy, and accurately track all certifications to include in proposals. Security It goes without saying just how crucial and sensitive prospect, customer, revenue, and pipeline information is. Customer contact information and profit figures that are kept in simple spreadsheets—or worse, scrawled on sticky notes—are at greater risk of being accidentally deleted or accessed by hackers who managed to guess a computer password. The CRM solution a firm chooses must have security top of mind. The best CRM solutions keep data secure and backed up. Administrators can set permissions and only allow the right people to access sensitive information. Responsive Support Firms shouldn’t just be handed a software and sent on their way—they need a support team backing the software. The CRM vendor should be a dedicated partner in the firm’s success, not someone who will restrict the value the firm gets out of the solution. The vendor should have several support options to meet the unique needs of the business. The best CRM for architecture firms in the world can’t provide value if it’s not supported. Check out the CRM by Cosential blog to learn even more about how to choose the right solution. Or, to learn more about how a project-based ERP solution can guide architecture and engineering firms into the future, download the Change Agent Playbook for A/E Firms.
Project Financial Management Best Practices to Follow
by Lucas HaydenA/E
Jun 01, 2021
Because architecture and engineering firms are in the business of projects, the financial health of their projects translates to the financial health of their business. Project financial management in a project-based business includes more than tracking assets, revenues and expenses; all this must be aligned to projects and customers. Let’s start with a quick definition of project financial management. Project financial management—in short—is the practice of tracking the financials of a project, which includes monitoring project profitability, revenue, costs, budget management, forecasting, and more. How do A/E firms do this? In this blog, we will explore 4 project financial management best practices. Establish and Measure KPIs “If you can’t measure it, you can’t improve it!” —Peter Drucker. This is certainly true with project financial management. While measuring every aspect of financials is important, establishing Key Performance Indicators (KPIs) and really focusing on a few metrics allows project managers to align on corporate and strategic goals, be more proactive instead of reactive, and better understand what defines true project success for the firm. Before A/E firms jump in and decide to establish some KPIs, it’s important to note that firms should prioritize the metrics that are the most meaningful and important. For example, it won’t be much use to the organization if project managers are only focused on burn rate. Yes, how much money a project is losing is one metric to keep an eye on. However, it may be more productive to track and set goals around earned value and project gross profit margin to give stakeholders a bigger picture of project performance. The most valuable metrics and where project teams should focus their KPIs might look a little different per firm, but the idea is the same. KPIs provide A/E firms strategic direction and the insight they need to course-correct as needed. Read more tips for choosing KPIs in our blog post. Standardize Project Financial Management Across the Organization All the employees and teams managing the firm’s project financials must follow the same practices and procedures to ensure not only consistency but accuracy in the numbers they’re working with. If one project manager is focused on different metrics than the rest of the team, or is managing their financial data in a silo, this causes a major disconnect in the information that is being communicated to stakeholders. If this is the case, executives might be trying to make strategic decisions and guide the firm into the future on different—and possibly contradicting—sets of financial data. Project management staff, executives, and other relevant stakeholders must be speaking the same financial language- reading from the same sheet of music. Anyone should be able to look at a budget report and be confident that this data is accurate and up-to-date. Speaking of reviewing the data, let’s discuss the importance of reporting for project financial management. Monitor Financials with Real-Time Reporting One excellent way to manage project financials? Reporting & Analytics. Creating reports and dashboards provides a bird’s-eye-view of the financial health of projects and prevents project managers and executives from operating in the dark. Reports and dashboards enable project managers to keep track of all the KPIs and other metrics that matter most, including profitability, earned value, project costs, and more. Plus, interactive analytic dashboards leave a data trail and allow project managers to pick up on patterns and look back to past projects for guidance on future ones. However—not all reporting systems are created equally. Firms keeping track of financial data in spreadsheets are missing out on the big picture. It’s easy for spreadsheets to quickly become outdated—or accidentally deleted. Not to mention the difficulty of trying to understand someone else’s spreadsheet and find the needed information. Even firms using financial software may find their system is not centered on projects and is not purpose-built specifically for A/E firms, therefore lacking in crucial functionality and insight they need. Modern A/E firms need modern reporting solutions. A project-based ERP that is purpose-built for A/E firms is essential for effective project financial management. It streamlines the project financial management process, allowing project teams to all get on the same page. All the information is automated and provided in real time. Anyone can pull up the dashboard and know exactly where any project stands at any given moment. Communicate with Stakeholders What good are financial reports if stakeholders aren’t using them? Once project teams have determined KPIs and used a robust ERP solution to track them, they must train and communicate with stakeholders on using the reports, too. Most modern ERP solutions are user-friendly, which contributes to higher stakeholder adoption. No more requests to pull data manually. Stakeholders can log in to the project-based ERP themselves and have all the information they need at their fingertips. Want to learn more about how real-time data in a modern ERP solution helps A/E firms keep a pulse on the finances of their projects? Download our eBook, “The Change Agent Playbook for A/E firms.”
What You Need to Know About the Contractor Purchasing System Review
by Kim KosterGovCon, Government Compliance
May 26, 2021
What is a CPSR? A contractor purchasing system review (CPSR) is performed by the Defense Contract Management Agency (DCMA) to evaluate the efficiency and effectiveness with which a contractor spends government funds and complies with government policy when subcontracting. In short, a CPSR is a review of a contractor purchasing system. Before we learn a little more about the review itself, let’s back up and level-set on what exactly a purchasing system is. What is an Approved Purchasing System? “System” is not interchangeable with “software” or “technology”—it’s not something you purchase off the shelf and install. A contractor’s purchasing system is an amalgamation of people, processes, and tools that must work together to achieve the goal of spending taxpayer dollars wisely. So, an approved purchasing system is one that has passed a CPSR, meaning it is designed to ensure that purchases are made at fair and reasonable prices and in compliance with the applicable contract terms, regulations, and public laws. When and Why is a CPSR Performed? As stated above, the goal of a CPSR is to ensure that a contractor purchasing system is operated in such a manner as to assure that the contractor spends government funds in accordance with the FAR. The review gives the Administrative Contracting Officer (ACO) a basis for granting, withholding, or withdrawing approval of the contractor’s purchasing system. Contractors cannot initiate a CPSR on their own. Rather, once a contractor’s sales to the government—excluding competitively awarded firm-fixed-price and fixed-price with economic price adjustment contracts and sales of commercial items pursuant to FAR Part 12—are expected to exceed $50 million in the next 12 months, the ACO is required by regulation to conduct a risk assessment. The ACO will review the contractor’s past performance and the volume, dollar value, and complexity of their purchasing to determine if the risk of ineffective or inefficient purchasing justifies the costs and effort required to perform a CPSR. Though the ACO is solely responsible for initiating a CPSR, it is possible other government organizations can determine the risk justifies the effort and ask the ACO to schedule a CPSR. For DOD contractors, a CPSR, as contemplated by FAR Subpart 44.3 and DFARS Subpart 244.3, will be conducted by the Defense Contract Management Agency (DCMA) in accordance with its CPSR Guidebook. Civilian agencies might request that DCMA conduct a CPSR on their behalf or contract with an independent audit form for the review. A few civilian agencies even have in-house teams that can conduct a CPSR. All CPSRs, except a follow-up review, are predicated on a risk assessment. Take the time to understand what the reviewers will be looking for in your purchasing system. Even if the CPSR is to be conducted by an organization other than DCMA, it is worthwhile to carefully review the DCMA CPSR Policies and Procedure Checklist. There are 24 DFARS criteria to be addressed and at least 65 items on the DCMA checklist. The DCMA materials are quite comprehensive and a good resource even if another organization will conduct your review. CPSR References: DFARS 252.244-7001, Contractor Purchasing System Administration DCMA CPSR Policies and Procedures Checklist DCMA CPSR Guidebook Advantages of Having an Approved Purchasing System Maintaining an approved purchasing system (i.e. one that has passed a CPSR) benefits the contractor for many reasons, including: It may fulfill a contractual requirement. All Department of Defense cost reimbursable or time and material (T&M) contracts will contain a clause (252.244.7001) that requires the contractor to maintain a compliant purchasing system. If the contractor is subject to the Cost Accounting Standards, the clause allows the government to withhold up to 5% of payments under the contract if the contractor fails to maintain an adequate purchasing system. These regulations apply even if the contractor’s system has not been formally reviewed. Some solicitations require the bidders to have an approved purchasing system. Others, such as the recent General Services Administration (GSA) Governmentwide Acquisition Contract (GWAC) solicitations, offer bonus evaluation points for contractors that have an approved purchasing system. Providing advance notification and obtaining the contracting officer’s consent to subcontract is generally not required when the contractor has an approved purchasing system. Not only does this eliminate some bureaucratic paperwork, it also significantly reduces a contractor’s risk. If the contractor was required to provide advance notification and obtain consent for a subcontract and did not––or cannot prove that they did––auditors will often question all costs associated with that subcontract. Risk Assessment Form Now that you know why a CPSR is performed, let’s talk about the risk assessment. The ACO will conduct the risk assessment utilizing the CPSR risk assessment form. Some of the information that will be requested is company information, last CPSR date and recommendations, sales data, contract type mix, sales to the government as a percent of total sales, number of POs/subcontracts by dollar values for the most recent year, type of business, and if you have been suspended from doing business in the past three years. The ACO will use your completed risk assessment form to determine if a CPSR is warranted and should be scheduled. If you have reached or are about to reach the $50 million threshold, it is time for you to make sure your purchasing system is operating in a manner that can pass a CPSR. Policies and Procedures are a Big Part of the CPSR Having and adhering to policies and procedures is the largest part of this review. So, making sure your documentation is in order, up-to-date, followed, and monitored is critical. TIP: Establish a self-audit program and document the results. Reviewers will see this as a very favorable activity. Below are some basic, overarching guidelines for your CPSR policies and procedures: Establish clear lines of authority and responsibility Ensure that all purchases are based on authorized requisitions and include documented support for vendor selected, price paid, and files, which are subject to government review Implement internal audits or reviews, training, and policies for the purchasing department to ensure the integrity of the system Include a system description detailing policies, procedures, and purchasing practices that comply with the requirements of the FAR and DFARS Install a sound organizational and administrative structure to ensure effective and efficient procurement of requirements at the best value from responsible and reliable sources Establish a role-based training program for all who participate in the purchasing process CPSR Requirements and DFARS 252.244.7001(a) DOD’s Business Systems Rule sets forth 24 system criteria that must be present in all contractor purchasing systems for a purchasing system to be “acceptable.” The criteria are outlined in DFAR 252.244-7001(a). In this blog, we will review these requirements. Below, the DFARS criteria are grouped into summary activities with the applicable criterion. Procurement Planning/Market Research (2 Criteria) Apply a consistent make-or-buy policy that is in the best interest of the government Ensure proper type of contract selection and prohibit issuance of cost plus a percentage of cost subcontracts Conflict of Interest/Misconduct (1 Criterion) Enforce adequate policies on conflict of interest, gifts, and gratuities, including the requirements of the Anti-Kickback Act Competition (2 Criteria) Use competitive sourcing to the maximum extent practicable, and ensure debarred or suspended contractors are properly excluded from contract award Require management level justification and adequate cost or price analysis, as applicable, for any sole or single source award Negotiated Procurement (1 Criterion) Document negotiations in accordance with the FAR requirements for negotiation Memoranda Cost of Pricing Data and Price Reasonableness (5 Criteria) Evaluate price, quality, delivery, and technical, and financial capabilities of competing vendors to ensure fair and reasonable prices Perform cost or price analysis and technical evaluation for each proposal or quote to ensure fair and reasonable subcontract prices Document negotiations in accordance with FAR 15.406-3 Take discounts, including cash discounts, trade discounts, quantity discounts, rebates, freight allowances, and company-wide volume discounts Establish and maintain procedures to ensure performance of adequate price or cost analysis on purchasing actions Source Selection (3 Criteria) Use competitive sourcing to the maximum extent practicable, and ensure debarred or suspended contractors are properly excluded from contract award Evaluate price, quality, delivery, technical capabilities, and financial capabilities of competing vendors to ensure fair and reasonable prices Establish and maintain selection processes to ensure the most responsive and responsible sources and to promote competitive sourcing so that purchases are reasonably priced and from sources that meet quality requirements Contract Formation and Content (3 Criteria) Ensure purchase orders and subcontracts contain all flow-down clauses, including terms and conditions, and any other clauses needed to carry out the requirements of the prime contract Notify the government of the award of all subcontracts that contain flow-down clauses that allow for government audit of subcontracts, and ensure the performance of audits of those subcontracts Ensure purchase orders and subcontracts contain mandatory and applicable flow-down clauses, as required by the FAR and DFARS Foreign Purchasing and Performance (3 Criteria) Ensure compliance with all relevant domestic preference requirements Ensure compliance with export control regulations Ensure agreements are not executed with prohibited parties Procurement Administration (4 Criteria) Maintain subcontract surveillance to ensure timely delivery and procedures to notify the government of potential subcontract problems that may impact delivery, quantity, or price Document and justify reasons for subcontract changes that affect cost or price Ensure that proper types of subcontracts are selected, and that there are controls over subcontracting, including oversight and surveillance of subcontracted effort Establish and maintain procedures to timely notify the contracting officer, in writing, of excessive pass-through concerns Tips for a Successful CPSR The process kicks off with the risk assessment and a series of detailed data questionnaires. Make sure your data is correct and that YOU understand what the information means so you can easily answer the reviewer’s questions. Answer clearly and timely so that the reviewer can understand the answer. Contractors that don’t have CPSR experience in-house may find it beneficial to engage a consultant to help prepare for the CPSR. Review the below tips for a successful CPSR: Prepare a strategic plan for compliance Prepare yourself with policies, procedures, and tools Self-audit plan executed and documented Understand the purpose of the purchasing review Study the guidebook and all references that DCMA provides Have at least one member of the executive team and ALL other participants at the entrance meeting Choose a point of contact to be a liaison with the CPSR team Keep a copy of all questions and answer documented At the exit meeting, make sure that you have all the stakeholders and understand issues brought up by the team The CPSR report will state recommendations that the CO/ACO will use to make the final determination of approving or disapproving the purchasing system. Common Issues Some common review issues can be easily corrected by taking the time upfront to put together a comprehensive plan. Planning the system is very important, so don’t rush through it. Make sure you are thorough. After the system is planned and documented, it must be executed and maintained to avoid issues. Below are a few common issues, but this list is by no means exhaustive: Policies and procedures don’t address the requirements The actual practice doesn’t match the policies and procedures Lack of competition – too many sole-source with inadequate justifications Inadequate FAR/DFAR flow-downs Inadequate price analysis Inadequate documentation Having a Successful CPSR Requires an Integrated ERP Tool Unanet purchasing software delivers powerful functionality to manage and simplify your buying process, designed to address the specific needs of professional services firms. With Unanet’s one system, purchasing integrates directly with timekeeping, expense, financials, and billing, saving time and money, and increasing accuracy. Our web-based system makes the process easy and visible from purchase requisition (PR), to issuance of the purchase orders (PO), through to customer invoice. Through Unanet’s workflow and approval process, all purchasing transactions can be tracked efficiently and integrated into the project forecasts. You can trust the accuracy of the data you are providing to the CPSR team as well as provide reports with all the needed traceability. To learn more, download the Aronson and Unanet white paper, The Contractor Purchasing System Review (CPSR) – What You Should Know.
Why We Chose Unanet: True North Solutions
by Lucas HaydenA/E, News and Announcements
May 25, 2021
Part of an ongoing blog series highlighting the decision to select Unanet’s ERP solution over other options. The firm: True North Solutions, a growing engineering control system design firm with offices in the U.S. and Canada. True North offers its clients expanded services in cybersecurity, IoT, analytics, commissioning, industrial telecom, electrical, mechanical and process engineering. True North Solutions previously used various basic and disparate solutions to manage their business, including QuickBooks, Tenrox and homegrown spreadsheets. This worked fine—at first. The company was growing quickly and it became abundantly apparent that they needed to upgrade to a more comprehensive ERP system that could provide actionable insights, business intelligence, improved reporting and better visibility into project health, resource management and more. So, how did True North decide on Unanet? Unanet A/E’s ease-of-use, service-oriented team, intuitive reporting and analytic capabilities, and overall transparency already set Unanet apart from the other leading ERP providers they assessed, but the benefits didn’t stop there. Because True North operates internationally, they have unique requirements to meet their overseas clients’ needs. Unanet A/E’s built-in multi-currency and multi-company capabilities will enable them to manage their growing business across borders with simple and seamless accounting and invoicing. Finally, True North’s commitment to honesty, integrity, and providing transparency for their clients align with Unanet’s core values and collaborative team approach. “As our firm expands, it has quickly become clear we needed improved reporting, project visibility, resource planning and management that simply wasn’t possible with the basic technology tools we currently have implemented,” said Blair Hanel, President, True North Solutions. “Unanet A/E will give us reports and dashboards with real-time information so we can easily and quickly track project updates and make decisions based on up-to-date information. And most importantly, as we continue to grow domestically and internationally, we know Unanet A/E will scale and expand with us.” True North expects to roll out Unanet A/E to their employees in Denver and Calgary by mid 2021. Read more about why True North chose Unanet A/E in our press release.
Modernized Design Meets Productivity with our Newest Navigation
by Kellye KingCosential, CRM
May 19, 2021
As a Business Developer, Seller-Doer, or Marketer in the AEC industry, your CRM is at the center of where projects are pursued and won, with research from Software Advice showing that over 70% of business professionals agree, there’s no doubt a CRM improves access to customer data. With your firm’s institutional knowledge and best practices, specific project records, and opportunities constantly growing, Unanet CRM by Cosential is an integral part of your day-to-day. So, when it comes to your experience as a user, it should be easy. You’re building relationships, responding to RFPs, and nurturing pursuits for the next big projects that are, sometimes, years in the making. We believe your platform should work with you in a meaningful way and remove the guesswork. An intuitive platform meets you in the moments you need it most and flows at the pace your business needs for success. We’re invested in building a rich experience for you, as our customer, and ensuring adoption of Unanet CRM by Cosential is easy with a streamlined approach across Mobile, Outlook, and now our Web application. “I love the new navigation in the web app because I’m constantly viewing opportunities and our pipeline, and now I can dive directly into Leads and Opportunities in a single click and even collapse the side panel altogether. This quickly gets me to where I need to be and gives me so much more real estate, making it easier to view my data across the page and find key information without needing to scroll.” – Misty Thurman, FSMPS, CPSM, CF APMP Business Development Director at BKL, Inc. A modernized navigation to enhance productivity in Unanet CRM by Cosential for Web is making its debut for you to have a simplified view, enjoy new search capabilities, and more at your fingertips. When setting out on our re-imagined interface, we started with one singular factor driving us forward: our customers. For the stretches when you’re not on-the-go, and dedicating time at your desk to grow or update key Contacts, jump into specific records while the pursuit is top of mind, or access reports to understand the big picture, your CRM should enable you to dig into your business and never stall your firm’s momentum. Unanet CRM by Cosential’s new navigation accomplishes that by bringing to the surface the core elements of what business developers, seller-doers, and marketers are executing on most often, making it easier to find what they’re looking for and complete daily tasks. “We’re focused on solving our customers’ specific challenges with a solution that’s tailormade for their needs. My goal is to ensure when customers come to our product, they feel like we understand them while they’re using it and know that we’ve thought about even the little details of their daily habits,” shares Julia Seltzer, Senior UX Designer at Unanet. Now in Unanet CRM by Cosential for Web, all customers benefit from: Streamlined left hand navigation highlighting key aspects of your day-to-day in Unanet CRM Access key modules in a single click without navigating away from your home screen. Enjoy cleaner organization with supplemental modules still at your fingertips. Easily clear visual space with a new collapsible sidebar and simply hover over icons to reveal familiar module names. Enhancements to Quick Search, making your data more accessible Narrow in on your results with over 5 different filters, such as Projects, Opportunities, and more. Pick up where you left off, with easy drop-down views of your most recently viewed records. New capabilities to jumpstart your day and make it easy to get work done Quickly create Call Logs, Contacts, Leads, and more in a single click. Know the details at a glance, with Personnel Records and Preferences nested for viewing with your profile photo. Dig into the details with advanced searches with finite lists or record searches. It just keeps getting better. “We know a great user experience with a key product can help transform our clients’ business and introducing our new navigation is the continued proof of a powerful combination: our dedication to building a product that meets the unique needs of AEC, and the partnership with our customers that continues to fuel our innovative approach,” shares Lisa Pitts, Product Manager at Unanet. We understand that user adoption is paramount to any platform’s success, making our new Navigation a major value to the way that users work inside of Unanet CRM by Cosential, as well as the first step in a completely revived experience coming to Unanet CRM by Cosential for Web. Interested in learning more about how our new look and key enhancements could bring to ease of use across AEC firms like yours?