Find out how Unit4 helped Kinetic IT achieve 30% business growth with no increase in finance, payroll or project administration headcount
All required functionality for managing contacts, opportunities, gateways and potential conflicts of interest are provided in the Unit4 PSA solution. In the unified solution, sales and project teams can record and report on the pipeline across all stages to ‘Won’.
With the powerful predictive analytics tools, you can use historic project data as a reference when planning a new project. Within seconds, you understand what the estimate should be and who should work on the project. Then the system does the rest for you; creating the project, a project plan and a resource plan.
Plans and budgets enable accurate bids in the opportunity phase and project tracking in the execution phase. They contribute to accurate forecasts of cash, loads and profit contribution - all of which will provide corporate-wide KPIs, as well as specific project portfolio management level analysis.
Resource planning information is readily available to identify which resource categories can be used most effectively, and to monitor and manage availability and utilisation at any level of the organization - and by any analysis category.
For example, it is valuable to understand staff availability within a division by discipline - but it may also be valuable to understand the availability of a discipline, such as engineering consultant, across all divisions. Agile analysis and reporting capabilities provide your teams with this information.
Spreadsheets exist for many purposes, including reporting and analysis, but most often they support the billing process. You may have a different spreadsheet for different tasks and projects - certainly not the best way to manage the most significant component driving your cashflow! Now you can replace the volume and complexity of spreadsheets.
Our comprehensive solution to billing, including sales rates per employee, per function, role, client, project or a combination, allows for the customer contract agreement to be efficiently managed.
Timesheets, expenses, milestones, fixed fees are all processed as per the contract with no human intervention required - other than updates to the contract or detailed editing of the invoice content as necessary.
A vital part of modern business is the ease of collaboration. To facilitate collaboration and support project stakeholders, you can set up a project community with Slack.com integration. Project team members can share news, documents, pictures, views and opinions, and see the other team members and project performance. This enables everyone to keep in touch in a social and engaging way. Teams can use chat functions to communicate with each other and keep these conversations pinned to the project record for future reference.
The Unit4 People Platform offers a whole new level of capabilities designed around the needs of people, enabling you to harness the latest advances in key technologies (such as social, mobile, predictive analytics, cloud and big data).
With Cloud at your Speed, you have full control of what goes on the cloud, and when it gets there.