This webinar will help project managers and resource managers understand the opportunities for increased efficiency and effectiveness in managing people across projects. The webinar will show how the web-based Unanet project portfolio management system enables effective forecasting, planning, assignment and tracking of your people, providing visibility of current commitments, utilization, future availability, and skills. The webinar includes insights from Unanet customers on their approach to managing their project portfolio, including improving processes for resource management, performance analysis, and forecasting. One organization improved engineering staff utilization by 7% in the first year of adoption. Download the slides today and learn how to take control of your budgeting, planning & forecasting. To learn more, visit us at www.unanet.com

1. © Unanet
Delivering One Software
Over 1,200 Clients Trust Unanet to Optimize Their
Projects, People & Financials
Presented By –
Chris Craig
Control the Future –
Budget, Plan & Forecast

2. © Unanet
Integrates with 3rd Party Payroll Providers
Plan Execute Monitor Invoice 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
• Billing & Invoicing
• 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
Secure cloud
deployment
provides
anywhere,
anytime access
Web-Based Efficient
Lower G&A
rates and
higher margins
realized as
business scales
AWS
architecture
facilitates DCAA
and NIST
compliance
Here’s What Unanet’s Clients Say…
Forward
Best way to
see the
future is to
invent it

4. © Unanet
>1000<5051-250251-1000
Unanet Will Allow You to Scale!
1,200+ Total Clients

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
Headquartered in Dulles, VA.
Employee
Satisfaction –
Best Places to
Work

6. © Unanet
Moving from Transactions to Transformation!
Eliminate all off-system accounting, shortening the time to ‘close the books’ by
60%
CFO, Isobar (530 Users)
Ventera’s profit margin improved by 4% since Unanet went live.
Hugh Shaw, CFO, Ventera Corporation (270 Users)
Phase One reduced their invoicing process from 20 to 7 days, can complete all
month close procedures in 5 –7 days, and improved their DSO from 60 to 50.
Additionally, they grew top line revenue by 25% this year with no additional
staff.
Paul Murray, CFO, Phase One Consulting Group (325 Users)
Since implementing Unanet, invoicing takes between five to ten days, a
reduction of more than 20 days from before. While major clients are
demanding credit terms to 60 days, DSOs are reduced in 2014 from 160 to 70
days.
Energy Solutions (110 Users)
Reduced invoice processing time by 65%. All invoices are now delivered with
48 hours of period end
CEO, LunarLine, Inc. (105 Users)

7. © Unanet
Unanet
47%
NetPromoterScore
(NPS)
Customer Net Promoter Scores (NPS) for ERP Providers
13%
Average of Other ERPs*
Neutral
Unanet Outperforms Other ERP Solutions
* “Other” includes responses from customers of MS Dynamics, Epicor, NetSuite, Procas, Intacct and others

8. © Unanet
Unanet Creates a World Class Client Experience!
OUR CLIENTS
“Our clients are our
jewels, we shine them
every day.”
-Fran Craig, Unanet
Founder

9. © Unanet
Unanet Creates a World Class Client Experience!
PROFESSIONAL SERVICES
• Initial Implementation
• Convert Packages
• Integration with 3rd Party
Payroll & Other Systems
• Cloud Data Warehouse
• Partner Program
OUR CLIENTS
“Unanet Financials was easy to transition to…and took minimal effort
due to the efficiency of the consultants.”

10. © Unanet
Unanet Creates a World Class Client Experience!
OUR CLIENTS
CUSTOMER SUCCESS
Customer Success Management
• Assigned Customer Success
Manager will be your Primary POC
Customer Solutions
• Product/Feature Demos
• Evaluate & Assess Additional
Services
• License Upgrades & Purchases
Unanet University
• Training & Certification
• QuickStart
• Keystone
“My experience with Unanet has been so positive!”

11. © Unanet
CUSTOMER SUPPORT
• SUPPORT@Unanet.com
• (703) 689-9709
• Live Technical & Product
Support via G2M
• Issue & Error Troubleshooting
• Connectivity Resolution
• Version Upgrade and
Installation Assistance
• All Unanet employees rather
than outsourced call centers
Unanet Creates a World Class Client Experience!
OUR CLIENTS
"The Unanet support team provides the best support
I have ever encountered. Great job and thank you!"

12. © Unanet
Unanet Creates a World Class Client Experience!
OUR CLIENTS
EDUCATION
• Help Documentation
• Knowledge Center
• Unanet’s YouTube Channel
• Regional Cluster Events
• Champions Conference
• LinkedIn: Unanet Users Group
• Monthly Newsletter
"Unanet has and continues to make us better.
Working with each Unanet employee makes it even better."