Success4UUnit4 Enterprise Resource Planning (ERP)
Author: Duncan Harper April 2, 2026 3 min read

Designing the Success Catalog: creating clarity, scale, and choice

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Why we built the Success Catalog the way we did

When customers talk to us about success, they’re rarely asking for “more services.” They’re asking for clarity. Clarity on what’s possible. Clarity on what applies to their role and priorities, and clarity on how to move forward without unnecessary complexity. That’s exactly why we designed the Success Catalog, not as a list of services, but as a structured way to connect business outcomes with practical action. Today, the catalog contains 325 curated success packages, each built to deliver a specific, predictable outcome.  

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From products to outcomes 

One of the biggest shifts we made was moving away from product or industry-centric categorization. 

Instead, every package is aligned to: 

  • A business outcome 

  • A persona (CFO, CIO, CPO, PMO, or Universal) 

  • A business process 

  • A stage in the customer journey 

This means conversations can start with what matters most to the person involved, whether that’s forecast accuracy, integration quality, governance, or user experience, rather than with technology for its own sake.  

A catalog built for real journeys 

Customers don’t experience ERP in a straight line — and neither should success services. 

That’s why every package is mapped to one of three journey stages: 

  • Onboard – introducing new functionality 

  • Adopt – improving how existing capabilities are used 

  • Operate – ongoing optimization and support 

This structure helps remove ambiguity and accelerate time to value, because the work is predefined and outcome led — not open-ended consultancy.  

Importantly, “onboard” doesn’t just mean new customers. Even longstanding customers onboarding new functionality start here — because the outcome is still something new to them.  

 

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Scale with accountability 

A catalog of this size only works if it’s actively curated. 

Each outcome category has: 

  • An Outcome Category Lead responsible for coherence and quality 

  • A Package Owner — typically a senior consultant with real delivery experience 

This ensures consistency, relevance, and trust; three principals at the heart of Success for You.  

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Why this matters to customers 

The value of the Success Catalog isn’t just breadth; it’s choice with confidence. 

Customers can: 

  • Start anywhere in their journey 

  • Select outcomes that reflect their priorities 

  • Move quickly, because expectations are clear 

And most importantly, it creates a shared language between customers, account teams, and customer success; one focused on results, not deliverables.  

The Success catalog shows what’s possible, and the next step is understanding where to focus first. Learn more about Success4U on this webpage and in the eBook and explore how to get started. We also invite you to connect with your Account Manager, Customer Success Manager, or a Unit4 representative to discuss how Success4U can be tailored to your organization’s goals.

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