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UNANET FOR ARCHITECTS AND ENGINEERS

New Product Release 2020.2

Introducing Unanet A/E 2020.2, powered by Clearview

For architecture and engineering firms, time entry to billing is a critical process that must be efficient and intuitive. To maximize revenue and cash flow, many A/E firms are turning to integrated solutions that facilitate access and streamline the invoicing and payment processes.

Unanet A/E 2020.2, powered by Clearview, provides a host of new features for both desktop and web, placing greater business insight and decision-making at your fingertips. Payroll, CRM for web, and Line Item Approvals help firms simplify processing; improve speed, accuracy, and security for payroll; provide a mobile platform for project-based CRM; and improve approver experience and accessibility in the web. 

PAYROLL CONFIDENCE WITH TRUSTED VENDOR INTEGRATIONS

Payroll from Unanet A/E integrates trusted payroll vendors to provide your A/E firm with the confidence and peace of mind to know your staff gets paid on time, accurately, and securely.

With simplified payroll processing and bi-directional (360º) sync of employee information to best-in-class payroll providers, you can streamline payroll processing and employee management, save time and effort, remove redundancies, and reduce errors.

FEATURES

PAYROLL MANAGEMENT

  • Securely and confidently run payroll by seamlessly integrating with your trusted payroll vendor
  • Decrease your Time to Value with quick setup and automated payroll workflows
  • Audit trail for tracking change history
  • Reduce costly HR hours spent reconciling disparate systems

EMPLOYEE MANAGEMENT

  • Maintain data integrity at all times with bi-directional (360º) employee sync between payroll provider and Unanet A/E
  • Reduce employee onboarding and management efforts all in one solution, eliminating the time-consuming, inefficient, and error-prone process of maintaining employee information in two systems

PAYROLL VENDOR INTEGRATIONS

  • Choose from a list of trusted vendors
  • Benefit from vendor options such as native apps and payroll reporting. These benefits are passed along to your employees.
  • Flexible integration options to ensure the best solution for your firm
PAYROLL MANAGEMENT
  • Securely and confidently run payroll by seamlessly integrating with your trusted payroll vendor
  • Decrease your Time to Value with quick setup and automated payroll workflows
  • Audit trail for tracking change history
  • Reduce costly HR hours spent reconciling disparate systems
EMPLOYEE MANAGEMENT
  • Maintain data integrity at all times with bi-directional (360º) employee sync between payroll provider and Unanet A/E
  • Reduce employee onboarding and management efforts all in one solution, eliminating the time-consuming, inefficient, and error-prone process of maintaining employee information in two systems
PAYROLL VENDOR INTEGRATIONS
  • Choose from a list of trusted vendors
  • Benefit from vendor options such as native apps and payroll reporting. These benefits are passed along to your employees.
  • Flexible integration options to ensure the best solution for your firm

CRM CENTERED AROUND
CUSTOMERS, RETENTION,
AND PIPELINE GROWTH

Unanet A/E, powered by Clearview, provides a web-based Customer Relationship Management solution that allows you to easily track and nurture client relationships, manage CRM and opportunity efforts, and improve opportunity tracking.

With CRM in the web, your firm can enjoy better customer relationships,increased pipeline visibility, more quality wins, and reduced cost by removing the need for third-party software.

Unanet A/E CRM aligns your relationship and pipeline data with accounting and project data, providing a true project-based CRM platform centered around the clients you have come to know and trust.

FEATURES

OPPORTUNITIES

  • Visual, filterable pipeline and easy data entry provide sales management and staff with smooth pipeline management
  • Gain insights for project wins and future pursuits with detailed pipeline history
  • Painless and informed hand-off from BD to PM
  • Measure true cost of project with opportunity job costing
  • In-depth and real-time management and search of opportunity information with related CRM information
  • Seamless view of related employees, contacts, and other CRM information for more holistic pipeline management

CRM

  • Project-based CRM that aligns your data from contacts and pursuits to projects and profitability
  • Management can visualize, track, and measure CRM and pipeline effort across Business Development, Sales, and Marketing
  • Real-time, detailed CRM information that enables staff across the organization
  • Track the customer journey throughout the entire project lifecycle

FIRMS & CONTACTS

  • Easily add and manage contact and firm information on-the-go
  • Empowers staff across the organization to be more prepared for conversations with insights into firm history
  • Easily search and manage contact and firm information in context with your pipeline from any device
OPPORTUNITIES
  • Visual, filterable pipeline and easy data entry provide sales management and staff with smooth pipeline management
  • Gain insights for project wins and future pursuits with detailed pipeline history
  • Painless and informed hand-off from BD to PM
  • Measure true cost of project with opportunity job costing
  • In-depth and real-time management and search of opportunity information with related CRM information
  • Seamless view of related employees, contacts, and other CRM information for more holistic pipeline management
CRM
  • Project-based CRM that aligns your data from contacts and pursuits to projects and profitability
  • Management can visualize, track, and measure CRM and pipeline effort across Business Development, Sales, and Marketing
  • Real-time, detailed CRM information that enables staff across the organization
  • Track the customer journey throughout the entire project lifecycle
FIRMS & CONTACTS
  • Easily add and manage contact and firm information on-the-go
  • Empowers staff across the organization to be more prepared for conversations with insights into firm history
  • Easily search and manage contact and firm information in context with your pipeline from any device

Unanet A/E 2020.2 CRM Enhancements

Learn more about our new CRM enhancements

TIME AND EXPENSE APPROVAL SIMPLICITY

Line Item Approval in Unanet A/E, powered by Clearview, makes detailed approvals intuitive and natural, making time and expense errors a thing of the past.

With Unanet A/E, you can more tightly govern and streamline the approval process, improve accuracy for billing, shorten your time-to-cash, and increase confidence in your data.

FEATURES

SEAMLESS USER EXPERIENCE FOR APPROVERS

Project Managers and HR staff can quickly and easily review time and expense in an easy-to-use web applet designed for streamlined approvals.

FLEXIBLY REVIEW AND APPROVE

Time and Expense lines can be reviewed and approved/rejected at the summary level or by drilling down to the level of insight you need.

BETTER PROJECT CONTROLS

With Line Item Approvals, your time and expense can be reviewed by the project leads closest to the work, leading to improved accuracy and a shorter bill review cycle.

VISUALIZE TIME AND EXPENSE STATUSES

Unanet A/E Web provides staff with a line-by-line view of their approval statuses, allowing for quick resolutions on rejected time and expense.

MOBILE APPROVALS FOR TIME AND EXPENSE

Approvers gain access to on-the-go approvals from any mobile device, reducing the need for training and decreasing time-to-value.

SEAMLESS USER EXPERIENCE FOR APPROVERS

Project Managers and HR staff can quickly and easily review time and expense in an easy-to-use web applet designed for streamlined approvals.

FLEXIBLY REVIEW AND APPROVE

Time and Expense lines can be reviewed and approved/rejected at the summary level or by drilling down to the level of insight you need.

BETTER PROJECT CONTROLS

With Line Item Approvals, your time and expense can be reviewed by the project leads closest to the work,leading to improved accuracy and a shorter bill review cycle.

VISUALIZE TIME AND EXPENSE STATUSES

Unanet A/E Web provides staff with a line-by-line view of their approval statuses, allowing for quick resolutions on rejected time and expense.

MOBILE APPROVALS FOR TIME AND EXPENSE

Approvers gain access to on-the-go approvals from any mobile device, reducing the need for training and decreasing time-to-value.