The document provides information about when a company may have outgrown QuickBooks and be ready for Unanet, an alternative project-based ERP system. It lists 8 signs including: having multiple Excel spreadsheets open at once, a manual billings process affecting profits, a maturing project management discipline but lacking tools, and concerns about meeting security requirements. The document then summarizes key capabilities of Unanet for project management, financial management, security compliance, and its customer support and implementation services. Unanet is positioned as a scalable alternative to QuickBooks for growing companies with complex project needs.

1. Chris Craig – COO Unanet
Robyn Burns – Customer Solutions, Unanet,
Former Consultant and QuickBooks Pro Advisor
8 Signs
You’ve Outgrown
QuickBooks!
Copyright © 2017 Unanet

2. A leader in its day, but technology
has moved on.
Low cost, but will only take you so
far. Too much effort required.
Very big, very complex, very
expensive.
Converted from original purpose.
No longer manufacturer-supported.
Current Financial
Systems Are Lacking

3. Visibility Across the
Organization
Project
Management
Financials
Project
Accounting
Unanet
QuickBooks
QuickBooks
Budgeting/Planning Time &
Expense
Resource Mgmt Reporting
Disparate Systems

4. 8 Signs You Have Outgrown
QuickBooks
Copyright © 2017 Unanet
Your manual billings process is
affecting your bottom line
You have 3 or more Excel Spreadsheets
open on your computer at all times
Your project management discipline
is maturing but you have no tools
You have concerns about meeting
security requirements
PMO is so GullibleYou need a tool that can scale and
grow with you
Unanet is truly ONE integrated system
with real time reporting and dashboards
Unanet is a project manager’s dream –
purpose built for project-driven
organizations with everything
Our numbers are manipulated so that we not
have to explain variances.
Unanet is a true project based ERP
system that is scalable for your growing
business
You are being audited and scrambling for
information for the auditors
PMO is so Gullible
Our numbers are manipulated so that we not
have to explain variances.
Your accounting team and expenses
keep going up
Our numbers are manipulated so that we not
have to explain variances.
You are looking for a consultative
partner as well as an ERP
Unanet is dedicated to your success and will
help you transform your business
Unanet is in lock-step with government
and other security requirements
1
2
3
4
5
6
7
8
Unanet provides automated billings and
GAAP compliant revenue recognition
Unanet is battle tested with GAAP, SOX,
and DCAA
Unanet will streamline processes,
increase efficiencies, and reduce errors

5. 5
>1000<5051-250251-1000
Our Customers
We Grow As You Grow
* Figures represent # of Unanet Licenses

6. Tracking
Budgeting,
Planning,
Forecasting
Billing &
Revenue
Recognition
Real-Time
Analytics
KPIs
Dashboards
Financials
1 & 2 - Managing the
Entire Project Lifecycle
• Pipeline
Management
• Resource Scheduling
& Skills Mgmt.
• Scenario Planning
• Revenue / Cost /
Margin Forecasting
• Pricing
• Timesheets
• Expense Reports
• Per Diems
• Approvals
• Project Notes
• Contract Mgmt.
• Utilization
• Project Status
• % Complete & EVM
• Gross & Net Margin
• Backlog
• Customer Relations
• GAAP Compliance
• Invoicing
• % Complete
• Rev Rec Schedules
• T&M, FP and CP
• GL
• AP
• AR
• Cost Pools
• Indirect Rates
Copyright © 2017 Unanet
Integrates with 3rd Party Payroll Systems

7. 3 - Cyber Security Concerns
• Cybersecurity is top of mind for all companies
• Government contractors have until December 2017 to attain compliance
with all the security requirements in National Institute of Standards and
Technology (NIST) SP 800-171, “Protecting Controlled Unclassified
Information in Nonfederal Information Systems and Organizations.”
• Be looking for these DFAR clauses in your contract
– DFARS 252.204.7008 – Compliance with Safeguarding Covered Defense
Information Controls
– DFARS 252.204.7009 – Limitations on the Use or Disclosure of Third-
Party Contractor Reported Cyber Incident Information
– DFARS 252.204.7012 – Safeguarding Covered Defense Information and
Cyber Incident Reporting

8. 8
4 – Unanet is the PM’s
Dream
Bid – Initiation -
Execution-
Closeout
Project Based
ERP
Resource
Management
Real Time KPI’s
and Status
Real-Time Reporting
and Dashboards
Time Collection
to Revenue
Acceleration

9. 5-Unanet Financials
Customer Success Story
• Capital Edge Consulting – Management Consulting firm working primarily with the federal government
• Critical Issues:
– Needed the financial team to be able to focus on the billing cycle without the need to constantly pull reports for project
managers
– Wanted to reduce duplication of efforts when having to reconcile between two systems
– Required a system that would be easy to implement and would be user-friendly to all employees
– Needed a software system backed up by a responsive support team
– Required visibility to reporting for employees outside of the finance team
– Wanted to get rid of complicated Excel spreadsheets and gain real-time insight
• Results
– Billing cycle reduced by 2 days
– Controller is able to focus on transformational aspects of the business instead of pulling reports for project managers
– Project managers are empowered by visibility into their projects through real-time reporting
– Improves workflow and alleviates workload for the financial team
– Excel spreadsheets are retired
– Able to look at indirect rates and budget into the future
– Employees find the system easy-to-use and enter time daily, keeping data accurate, up-to-date and relevant

10. 6 – Battle Tested for Audits
Copyright © 2017 Unanet
Unanet makes implementation of the GAAP and DCAA regulations easy and efficient.
Time
 Employees charge time to authorized, open projects
 Employee access time through a secure password
 Employee records viewable and auditable comments for any timesheet change
 Supervisors approve the entire timesheet
 All time must be reported (total time accounting)
 Administrators monitor delinquent timesheets
Incurred Cost Submission, Pre-award and other audits
 Unprecedented pool calculations
 Identify cost to the cost objective
 Isolate direct and indirect costs
 Identify unallowable costs
 ICE Formats
SOX Compliance
• Unanet addresses sections 302, 404, 409, 802, 906
“One of the several benefits is the
ease of satisfying a DCAA auditor. We
had our first Pre-Award audit at the
1st of the year. Using the Unanet
system made this audit simple. We
were able to satisfy the auditor within
one-hour of his arrival. He originally
asked me to set-aside two days.”

11. 7 – Accounting Team and
Cost Growing
Copyright © 2017 Unanet
Costs are Going Up
Efficiencies are Going Do
Accounting
Headcount is going
Up
Profitability is going
down

12. 8 - Customer Success
Desired Outcomes
Copyright © 2017 Unanet
 Help Documentation
 Knowledge Center
 Unanet’s
YouTube Channel
 Regional Cluster
Events
 Champions Conference
 LinkedIn: Unanet Users Group
 Monthly Newsletter
Customer Success Manager
• Primary Point of Contact
• CSM@Unanet.com
• Unanet.com – For Customers
Customer Solutions
• CustomerSolutions@Unanet.com
• Product/Feature Demos
• Evaluate & Assess Additional
Services
• License Upgrades & Purchases
• Additional Licenses
• Initial Implementation
• Unanet University
• Training
• Quick Start
• Keystone
• Integration with 3rd Party
Payroll & Other Systems
• Implementation of
Enhanced Features
• Cloud Data Warehouse
Support
• Partner Program
Professional
Services
Customer
Success
Education Customer
Support
Our
Customers
SUPPORT@Unanet.com
703-689-9709
Live Technical & Product
Support via G2M
Issue & Error Troubleshooting
Connectivity Resolution
Version Upgrade and
Installation Assistance

13. 8 - The Partner Ecosystem
Partners certified to implement Unanet include many industry-
leading Accounting/Technology Firms

14. Unanet Differentiators
• 100% Web Based: Cloud and On-Premise
with One Unified Solution; One UI, One dB,
One Application
• Full cycle ‘Bid-to-Bill-to-Book’ for GovCon &
Commercial Firms
• Real-time Visibility into Project Status,
Billings & Revenue
• Resource Forecasting & Reporting
• Flexible Invoicing, Integrated Financials
with “Revolutionary” Cost Pool Calculations
• 100% Responsively Developed & Supported
in the U.S.A.
• Self-Funded - Customers Drive the Product
Roadmap and not 3rd-party private equity
firms or VCs

15. Unanet Financials
Differentiators and Features
 Cross Functional Data Access and
Visibility; Roles that Enforce Segregation
of Duties
 Multiple Legal Entities in One Database
 Dynamic, Scalable, and Flexible Data
Structures (no hard coding required):
COA, Orgs, Pools, Posting Rules…
• Multiple GL budgets and Reporting to
Actuals
• Powerful, Real-time Reporting
• Attachments for Projects and Financial
Transactions
• Easy and Customer-Driven Migration from
other systems
• Excel integration/Usability (search, type-
ahead)

16. “QuickBooks Convert is a powerful tool that facilitates
the migration and conversion of data from QuickBooks
to Unanet Financials. QuickBooks Convert transforms
information stored in QuickBooks and is performed
according to user-entered configuration rules.
QuickBooks Convert eliminates risk, and reduces the
effort and time required for the conversion.
QuickBooks Convert can be used by clients who are
new to Unanet, as well as by clients who are currently
using Unanet with QuickBooks, and are now moving to
Unanet Financials.”
QB Convert

17. Unanet 10 Financials Demonstration