Organizations in the research and policy sector require accurate reporting to advance their public policy, improve operations, and ensure efficient delivery of their work. Hear from Regan Johnson, VP of Griffiss Institute, on how she has leveraged Unanet to reduce administrative costs and support decision-making! Unanet provides powerful capabilities for project financial reporting on direct costs, indirect costs, revenue, margin, average, backlog, and many more key performance indicators. Powerful built-in business intelligence and analytics capabilities allow any number of standard report formats to be delivered in real-time to your program managers to satisfy their critical information needs! Further, Unanet’s ability to calculate and allocate Fringe, Overhead, G&A, etc. significantly reduces administrative costs! Consider the possibilities: your organization can plan and budget, and then see the impact of the actuals, all in Unanet’s Single Source of Truth! Provide your program managers with formats related to employee utilization, burn rate, gross & net margin, and more!

1. © Unanet
7 Key Metrics for
Project-Driven
Non-Profit Organizations
Presented by:
Christopher S. Craig, PMP - Unanet
Regan Johnson, PMP – Griffiss Institute

2. © Unanet
Integrates with 3rd Party Payroll Providers
Plan Execute Monitor Recognize Account
• CRM & Pipeline Mgmt
• Purchase Requisition
• Budgeting & Revenue
Forecasting
• Resource Scheduling
• Skills Mgmt
• Scenario Planning
• Pricing
• Timesheets
• Expense Reports & Per
Diems
• Purchase Orders
• Approvals
• Collaboration and
Notes
• Contract Mgmt
• Real-Time Dashboards
& KPIs
• Project Status,
Utilization, & Burn Rate
• Open Commitments
• Gross & Net Margin
• % Complete & EVM
• Backlog
• GAAP Compliance
• T&M, FP, and CP
• Revenue Recognition –
As Worked, % Complete
& Schedules
• General Ledger
• Accounts Payable
• Accounts Receivable
• Cost Pools
• Indirect Rates
• PO Match: 2-Way or 3-
Way Match
One Software for Projects, People & Financials

3. © Unanet
Central
Single source of
truth increases
productivity,
visibility, and
accountability
Consistent user
interface enables
quick enterprise
adoption
Intuitive Secure
Real-time reports
and dashboards
enhance
decision-making
and drive
consistent
delivery
Current
Cloud or On
Premise
deployment
provides
anywhere,
anytime access
Web-Based Efficient
Lower G&A
rates and
higher margins
realized as
business scales
AWS
architecture
facilitates DCAA,
NIST and SOC2
compliance
Here’s What Unanet’s Clients Say…
Forward
Best way to
see the
future is to
invent it

4. © Unanet
Our Non-Profit Customers
Unanet Will Allow You to Scale!<5051-200201–1000+

5. © Unanet
Unanet is the Leader in
Project-Driven ERP Solutions
20+ Years
of
Production
Usage
Highest Rated
Project-Based
ERP on G2
Crowd
30% CAGR
over last 3
years
National
Network of
Partners
100%
Developed &
Supported in
the USA
Self-Funded,
Profitable,
and Employee
Owned
Headquartered in Dulles, VA.
Employee
Satisfaction –
Best Places to
Work

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Unanet Customer
Experience
Regan Johnson, PMP, Vice President

7. © Unanet
Background
• The Griffiss Institute is an independent 501(c)(3) entity established in
2002
• Initially set up with NY State funding to bring together Government,
Industry and Academia to facilitate and grow the technology base of the
region.
• In 2007, the Griffiss Institute opened a Business Incubator
• The Griffiss Institute was awarded its first government contract, a
Partnership Intermediary Agreement, in 2008
• Today, the Griffiss Institute has grown to become a major player in technology
transfer, training and education and economic development in the Mohawk
Valley Region
✓ Supporting AFRL/RI
✓ Partnering with Industry and Academia
✓ Recognized by AFRL, AF and DoD

8. © Unanet
What We Do
• Partnership Intermediary with AFRL Information Directorate (AFRL/RI)
✓ Facilitate Technology Transfer/Transition
• T2 Agreements
• Intellectual Property
• Commercialization
• Technical Outreach
• AFRL Innovation Institutes (WBI, Doolittle, NM, BRICC)
• Network - other PIAs (TechLink, MilTech, NYSTEC, CTRAC, etc), Incubators, National
and Regional FLC
✓ Local Educational Outreach – STEM
✓ Information Institute Mission Execution – a virtual academic organization with 50+
academic institutions across the nation with interest in the AFRL/RI technology
✓ Air Force – STEM
✓ Internships
• NYS Certified Business Incubator
• Center for Training and Education

9. © Unanet
Where We Were
2008 - 2014
Pre Unanet
• No financial insight
✓What are indirect rates?
• Employee Management
✓Excel Timesheets
✓2014 Paychex Online Timesheets
✓Excel Expense Reporting
• Project Management
✓Excel based
✓Manual invoices (5 Hours per invoice)

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Challenges for Non-Profits
• Government Regulations and Tax Reform
• Organization Growth, Revenue, Funding, and Fundraising Concerns
• Ability to Calculate and Forecast Indirect Allocations
• Staffing Challenges
• Technology and Software Concerns
• Membership and Recruitment

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Unanet Solutions
Financials
• Multiple Financial Organizations
• GL Budgeting
✓Account and Organization Levels
• Revenue Recognition
• Simple Cost Allocation
✓Multiple Expense Types
• Internal Organizations
• Calculate Multiple Indirect Cost Rates
• Integration with Project Reports
✓Accounts can be set to require projects

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Unanet Highlights
Project
• Direct and Indirect Projects
✓Better Revenue and Expense Tracking
• Project Budgets
• Project Reports
✓One Click Generation
✓Ability to Share Reports
✓Integration with Financial Data
• Reduce Errors
• Eliminate Duplication
✓Reporting for Customized Date Ranges
✓Provide Clarity for Board of Directors
• Notes

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Unanet Highlights
Time & Expense
• Real time reporting
• Control from planning (weekly, monthly)
• Simplified, uniform expense reports
• Credit card import
• Audit trail
• Approvals at person and project levels

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Unanet Highlights
Automation and Analytics
• Customized Data Exports
• Customized Data Imports
• Customized Processes
• Automated Processes
• Event Notifications

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Unanet Highlights
GI’s Favorite Reports
• Project Revenue and Funding Summary
✓Roll up capability for project tasks
• Project Transactions
• Performance Reports
✓Person or Project
• Project Cost Summary
• Trending Income Statement

16. © Unanet
Unanet Highlights
Accessibility
• Web Based program available anytime, anywhere, on any system
• One integrated system to manage your entire organization for people,
financials and the entire project cycle (bid to Bill)
• Real time project tracking
• Consolidates functions, increasing efficiency and eliminating duplication

17. © Unanet
Unanet Highlights
Pre Unanet
No Financial Insight
What are indirect rates?
Employee Management
Excel Timesheets
Excel Expense Reporting
Project Management
Excel Based
Manual Invoices (5 Hours per
invoice)
Post Unanet
• Financial Management
✓ Organization
✓ Project
✓ Indirect Rate Calculation
• Employee Management
✓ Unanet Time
• Direct & Indirect Hours
✓ Unanet Expense
• Project Management
✓ External Contracts
✓ Internal Projects
✓ Commercial Projects
✓ Integrated with Financial System
✓ Integrated Invoicing
(5 min per invoice!)

18. © Unanet
Demonstration