Success Story
How Tamarack Grove cut costs, got paid faster, and grew 20% with Unanet
With Unanet, Tamarack Grove gained structure, saved time, and strengthened collaboration. The...
Case Study
How Tamarack Grove cut costs, got paid faster, and grew 20% with Unanet
Tamarack Grove Engineering had big ambitions. Known for its firm’s high-volume, high-quality engineering work, they were expanding quickly. But that kind of growth brings complexity. Communication gaps. Disconnected data. Manual systems that slow things down.
They knew something had to change. That’s when they turned to Unanet.
With Unanet, Tamarack Grove gained structure, saved time, and strengthened collaboration. The result was a business more connected, more efficient, and ready for the future.
Tamarack Grove Engineering
Tamarack Grove is a fast-growing structural engineering firm based in Idaho, with offices in Montana and New Jersey. They work with more than 300 clients each year and deliver around 3,000 projects annually. Their team follows a seller-doer model and is known for its speed, quality, and strong client relationships.
The Challenges
-
A need for better lead tracking.
The team had been managing business development through spreadsheets, which made it hard to collaborate and grow with confidence.
-
A more reliable communication mechanism for project initiation.
When a project moved from pursuit to kickoff, it wasn’t always clear who needed what information and when.
-
A desire for faster billing.
Growing fast is exciting, but scaling can be tricky, especially when it comes to making and receiving payments. With so many projects in play, the team needed a more streamlined and consistent approach to invoicing to protect their cash flow.
-
Gaps in shared visibility.
Engineers, project managers, and finance staff often had to track down information manually, which took extra time. “We were the classic example of tracking everything in Excel,” said Duncan Robertson, Tamarack Grove’s Director of Marketing and Business Development.
-
Limited insight into marketing results.
The team was doing great work making valuable connections but wanted a clearer picture of how outreach and relationships were driving business.
These were obvious signs that the company had outgrown its old tools. Tamarack Grove was ready for something more.
Without Unanet, we wouldn’t be able to keep track of all our different conversations.
The Solution
Unanet gave Tamarack Grove exactly what they needed to move forward with confidence.
-
One platform for projects and people.
Everyone could now see accurate, up-to-date information across teams and offices.
-
Effortless email tracking.
Correspondences were automatically captured in their CRM.
-
Smart dashboards.
Project managers flagged billing readiness in just a few clicks, cutting down on email clutter.
-
Time-saving templates.
Repeatable project setups made it easy to launch new work without starting from nothing.
-
Automated AR and AP.
With Stripe integration and automation tools, billing and payments became faster and more flexible.
The Approach
-
Quick Business Development adoption.
Licenses were expanded across the team, then tailored to the users who needed them most.
-
Flexible role development.
The team built new functions, like the project coordinator role, with Unanet as the foundation.
-
Configurable tools that fit the way they work.
Go or no-go evaluations and client accounting forms created better project clarity from the start.
-
Close collaboration with Unanet consultants.
Tamarack Grove leaned on expert support to make implementation smooth and impactful.
Whatever the price is, it’s been a hundredfold return for us.
The Impact
Ultimately, the results are what matters, and Unanet has helped Tamarack Grove grow its revenue considerably. “We have seen an estimated 20% growth from a revenue perspective over the past five years since implementing Unanet,” said Duncan. “It has given us greater insight into opportunities and turning those into billable projects.”
-
20%revenue growth
-
50%faster reporting
-
83%more efficient AP processes
-
40%faster time-to-cash
-
30%boost in operational efficiency
-
25%improvement in pipeline forecasting accuracy
Related Content
Success Story
Industrial contractor unifies pursuit tracking and accelerates onboarding with a CRM built for...
A rapidly growing industrial contractor set out to double revenue and expand nationally. At the...
Success Story
How one industrial contractor unified teams and encouraged growth with the right CRM
Managing large-scale infrastructure, energy, and industrial projects across a large portion of...