Success Story
Energy Solutions Gains Greater Transparency Into Their Projects, People, and Financials with Unanet...
As a growing company, Energy Solutions was struggling with processes that couldn’t scale and a...
Motivation for a New ERP Solution: To find an enterprise resource planning (ERP) solution that could support the growth and continuous improvement of a promising civil and structural engineering firm. Johnson Broderick Engineering (JBE) recognized its growing need for a superior accounting system leveraging automation to streamline and speed up its project-based accounting system. The firm also saw a need to take a more unified approach to how it managed its various business processes.
QuickBooks was proving to be slow, bombarded with pop-up ads and was failing to efficiently manage critical areas such as project budgets and resource planning.
JBE needed a more integrated ERP solution tailored to their distinct needs as an engineering firm and their growth aspirations.
The JBE team was left grappling with operational inefficiencies and a demand for more
sophisticated tools to manage their business.
QuickBooks was proving difficult to embrace and
implement. We needed something
simpler that integrated with project budgets and resource planning.
Enter Unanet, armed with a dynamic approach to managing a project-based business and the capability to automate pivotal processes, including billing and collections via its Accounts Receivable (AR) Automation features.
The offered solution was not only easy to adopt, but also found favor with the staff who found it simpler to use than QuickBooks.
What set Unanet apart was its comprehensive offering of integrated timekeeping, permissions, and employee information functionalities, making it a one-stop solution for all JBE’s business needs.
This unification facilitated improvements in JBE’s business processes. Whether it was client selection or onboarding new hires, the firm took a more strategic approach to how it did business as opposed to continually putting out fires from a reactive posture.
The interoperability between Accounts Receivable, project management, human resources, time and expense processing and other functions helps promote our growth. Unanet is what we’ll use whether we have fifty employees or five hundred.
The company started small, focusing on integrating different sides of the business gradually. This phased approach allowed for a smooth transition and ensured that the operations didn’t suffer in their quest to innovate.
By choosing Unanet, JBE was able to have all of its disparate business processes located within one easy to use system. For example, a major component of its business was timesheets, which could now live alongside its projects, resource management, financials, and other business functions.
Billing and collections used to be a terrible game of ‘whack-a-mole’ for us. Now with Unanet, billing takes only a matter of hours and we’ve gotten our AR collection time frame down from 45 days to only 15. Imagine what that feels like - we’re collecting way more efficiently and all that AR is now sitting in operating cash.