Unanet provides professional services organizations with Project-Based ERP, integrating project management, resource forecasting, project accounting, timesheets, expense reports, invoicing, collaboration and financials with cost pools, in one integrated systems. Unanet supports government contractors DCAA Compliance requirements.

1. Briefing
for …
March 2015
One Software for Projects, People & Financials
www.unanet.com

2.  Background
• Initiated as a Professional Services Company in 1988, reengineered to
software products in 1998
• Unanet is Self Funded, Woman-Owned, Employee-Owned, Profitable
• Unanet leverages its capabilities with a Partner Network
• Implementation can be weeks (Keystone) or several months
• 100% Developed & Supported in the United States
 Growth Facts
• Unanet has grown to over 1000 customers today
• Continued growth: 2016 Revenues $21M, now >100 employees
Corporate Overview
2

3. a) Pipeline Management
b) Resource Scheduling
&
Skills Management
c) Scenario Planning
d) Revenue/Cost/Margin
Forecasting
e) Pricing
Tracking
Budgeting,
Planning,
Forecasting
Billing &
Revenue
Recognition
Real-Time
Analytics
KPIs
Dashboards
a) Timesheets
b) Expense Reports
c) Approvals
d) Project Notes
a) Utilization
b) Project Status
c) % Complete and EVM
d) Gross & Net Margin
e) Backlog
f) Customer Relations
a) Invoicing
b) % Complete
c) Rev Rec Schedules
a) GL
b) AP
c) AR
d) Cost Pools
Financials
Managing the
Bid-to-Bill-to-Book Lifecycle

4.  Software Product Capabilities
 A Single End-To-End Project-Driven ERP Single Database Solution
 Best of Breed Project Forecasting, Resource Management, Project Tracking &
Reporting, Invoicing & Revenue Recognition for Project Services Organizations
 Robust Bi-Directional Integration with Finance, Payroll and Other Business
Systems
 100% Web with no plug-ins
 Focus on Usability, Performance and Security
 Available via “Cloud” (Subscription license) & On Premise
 Industry standard SQL Databases
Product Overview

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

6. >1000<5051-250251-1000
Our Commercial Customers
We Grow As You Grow
* Figures represent # of Unanet Licenses

7. 7
<5051-150151–1000+
Our Non-Profit Customers
We Grow As You Grow
* Figures represent # of Unanet Licenses

8. Customer Success Story
CRITICAL ISSUES
• Scalability of the business –
needed to have multiple
accounting users having access
• Segregation of duties
• Improved compliance with an
audit trail
• Needed increased efficiency in
finance team
RESULTS
• ‘Month end close is phenomenally
smooth – with the time saved on
payroll, invoicing & adjustments,
books are closed 5 days faster’
• Due to integration and efficiencies
of Unanet, was able to eliminate a
complex spreadsheet for tracking
unbilled
• Finance team able to spend time
on ‘transformational activities’:
work with PMs on advanced &
standardized reporting which will
‘embolden and arm the PMs’
• Indirect rates calculated in
Unanet, improving efficiency
IT CONSULTING WITH 170 USERS
FORMER QUICKBOOKS & COSTPOINT USERS

9. Professional Services
Priorities & Challenges
 Compliance!
 Providing forward visibility for the business including revenue,
margin, burdened costs, backlog, etc.
 Current and forward-looking indirect rates
 Controlling costs and reducing where possible.
 Understand if people are forecast to be “on the bench”,
even briefly.
 Having limited staff/resources and expertise.
 Giving executives and Project Managers information in real-
time.
 Making financial status visible at the program level.

10. Competitive Position
 Continued Innovation with Ease of Use
 On Demand/On Premise: One Database, UI, Application
 Professional Services – Commercial and Federal Contractor
 Analytics and Real-Time Visibility into Entire Work Performance
 Project Accounting including Burdened Costs, Fixed Price
Schedules and Cost Plus Contracts
 Resource (Labor and Expense) Scenario Planning and Budgeting
(Requesting)
 Outstanding Support and Excellent Customer Relationships
 Native Financials and Cost Pool Calculations

11. Visual Insight
Real-Time Graphical Dashboards
11

12. Utilization
Planning & Tracking

13. Mobile
13

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