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Case Study
Pressure Vessel Engineering improves productivity
and project visibility
with Unanet ERP AE
Meet Pressure Vessel Engineering (PVENG), a Canada-based engineering
consulting company specializing in pressurized equipment design. Serving
clients across various sectors, PVENG found themselves grappling with hurdles
in data integration and project management. That’s until they discovered Unanet
ERP AE – the key that unlocked a new world of efficiency and data accuracy to
deliver better business outcomes for the firm.
Pressure Vessel Engineering (PVENG)
Situated in Canada, Pressure Vessel Engineering (PVENG) is an engineering consulting firm. They boast a diverse clientele from various industries, all of whom rely on the firm’s mastery in pressurized equipment design and registration.
The Challenges
Before Unanet, PVENG struggled with several formidable business challenges
including:
-
Hindered data flow
Integrating data between QuickBooks and their project management system presented challenges. According to PVENG President Steve Munn, “Trying to get different plug-ins to push and pull data between programs wasn’t working. We wanted something where everything was contained in one place.”
-
Less than ideal project tracking
They sought a more effective framework for following project progress and managing changes in scope.
-
Cumbersome manual processes
A lack of automation caused data discrepancies and slowed operations.
Despite these challenges, PVENG was determined to find a solution. Enter Unanet ERP AE, the platform that promised to help them make business easy.
The information is all in Unanet now, and so you can get it out and use it to look forward and figure out what you want to do. That’s one of the benefits of having everything in one place.
The Solution
Unanet emerged as PVENG’s solution for integrating project management and accounting
data – a true project accounting solution. PVENG chose Unanet ERP AE for its comprehensive
capabilities, user-friendly interface, and its ability to streamline workflows efficiently. Key
features included:
-
Configurable tables and dashboard
Out-of-the-box visualizations and configurable process mapping enabled superior data management and efficiency.
-
Flexibility
The ability to create custom fields and applet tabs provided a significant boost in accuracy and efficiency. PVENG was able to create new functionality in Unanet AE that generated PDF quotes it could send to customers directly when requested.
-
Integrated visibility into financials and project management
With all of its data tied together in one end-to-end system, PVENG now has greater visibility into more of its business areas, allowing for trustworthy financial insights and project tracking.
The Approach
To implement Unanet ERP AE, PVENG took the following steps:
-
Seamless integration
PVENG was able to integrate Unanet neatly into their existing tech stack and achieved accelerated time-to-value by closely collaborating with Unanet’s customer support teams.
-
Employee training
PVENG organized dedicated training sessions, ensuring employees use Unanet efficiently for time & expense, project management and accounting.
-
Configurable tables and dashboards
To enhance data management, PVENG introduced Unanet’s flexible tables and dashboards to its workflow.
Unanet’s tables and dashboards have been a huge time saver for us. It allows quick updates and better data management. Plus, it gives us the flexibility to
manage our firm the way we do business.
-
Improved data accuracy
The system now tracks and manages projects with greatly enhanced data accuracy and efficiency. -
Time savings
Generating quotes on change orders and updating projects now takes significantly less time. -
Increased employee engagement
Employees are noticeably more engaged and actively using the new system. -
Enhanced visibility
Users gain clearer insights into project performance and financial metrics, enabling more informed decisions with reliable analytic information. -
Words from the President
“We set up a financial dashboard that every single person can access. They can see our income statement information so they know how the company is doing financially. They can also access information on utilization and performance, with different access levels depending on whether you’re a manager or individual contributor.”
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