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© Unanet
Delivering One Software
Over 1,000 Clients Trust Unanet to Optimize Their
Projects, People & Financials
Project Billing and Revenue Recognition
© Unanet
Integrates with 3rd Party Payroll Providers
Plan Execute Monitor Invoice Account
• CRM & Pipeline
Management
• Budgeting & Revenue
Forecasting
• Resource Scheduling
• Skills Management
• Scenario Planning
• Pricing
• Timesheets
• Expense Reports & Per
Diems
• Approvals
• Collaboration and
Notes
• Contract Management
• Real-Time Dashboards
& KPIs
• Utilization
• Project Status & Burn
Rate
• 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
One Software for Projects, People & Financials
© 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 SOC2
compliance
Here’s What Unanet’s Clients Say…
Forward
Best way to
see the
future is to
invent it
© Unanet
>1000<5051-250251-1000
Unanet Will Allow You to Scale!
© 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
© Unanet
Unanet Creates a World Class Client Experience!
OUR CLIENTS
“Our clients are our
jewels, we shine them
every day.”
-Fran Craig, Unanet
Founder & CEO
© Unanet
Unanet Creates a World Class Client Experience!
PROFESSIONAL SERVICES
• Initial Implementation
• Unanet University
• Training & Certification
• QuickStart
• Keystone
• 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.”
© 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
“My experience with Unanet has been so positive!”
© 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!"
© 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."

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Project Billing and Revenue Recognition

  • 1. © Unanet Delivering One Software Over 1,000 Clients Trust Unanet to Optimize Their Projects, People & Financials Project Billing and Revenue Recognition
  • 2. © Unanet Integrates with 3rd Party Payroll Providers Plan Execute Monitor Invoice Account • CRM & Pipeline Management • Budgeting & Revenue Forecasting • Resource Scheduling • Skills Management • Scenario Planning • Pricing • Timesheets • Expense Reports & Per Diems • Approvals • Collaboration and Notes • Contract Management • Real-Time Dashboards & KPIs • Utilization • Project Status & Burn Rate • 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 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 SOC2 compliance Here’s What Unanet’s Clients Say… Forward Best way to see the future is to invent it
  • 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
  • 6. © Unanet Unanet Creates a World Class Client Experience! OUR CLIENTS “Our clients are our jewels, we shine them every day.” -Fran Craig, Unanet Founder & CEO
  • 7. © Unanet Unanet Creates a World Class Client Experience! PROFESSIONAL SERVICES • Initial Implementation • Unanet University • Training & Certification • QuickStart • Keystone • 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.”
  • 8. © 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 “My experience with Unanet has been so positive!”
  • 9. © 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!"
  • 10. © 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."

Editor's Notes

  1. Chris Crowder I like the shading around the box…I think it looks nice. I made the text a darkish gray and it seems to soften the heavy text.
  2. Intuitive Progressive – formally predict and forward thinking Current Functional Secure Efficient