Building an agile strategy

Video: Build an agile strategy 
to win more business

Planning for change?
Watch our demo video to learn how to make confident decisions more quickly, to keep your firm nimble and ready for opportunities.

• Ensure bid success by understanding and analyzing your pipeline.
• Have a complete view of your talent pool.
• Build your workforce through a well-informed skills and staffing plan.
• Grow your business with strong integrated financial planning and insight.

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Planning profitable projects

Video: Planning and 
managing engagements

Trying to get the full picture?
Watch our demo video to see user-friendly, straightforward ways to ensure the planning of profitable and accurate projects.

• Initiate new projects with work break down structure, milestones, deliverables, and billing conditions.
• Determine budgets including time, procurement, travel, and both internal and external contractors.
• Find and assign the best people to your projects and re-assign when needed based on skills.
• Conduct risk assessment to identify and mitigate future project risks.

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Billing with precision

Video: Execute and bill with precision

On top of your project costs?
Watch our demo video to discover how to stay in control and up to date – with accurate data and smarter billing management.

• Manage the billing of complex, global projects with the ability to create invoices from multiple legal entities.
• Ensure effective billing and timely payment with an end-to-end, project-based invoice and credit control capability.
• Manage budget changes for fixed-price projects using timely and accurate data to build trust and transparency.

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Monitoring & optimizing

Video: Monitor the portfolio of projects and optimize resources

Managing many moving parts?
Watch our demo video to explore better ways to track operations at all levels – from individual resources to a global projects portfolio.

• Manage your global portfolio of projects with access to individual project workspaces.
• Monitor and manage project timelines and financials, including time and expenses.
• Find and maximize resources across your project portfolio.
• Enable bottom-up feedback and promote continuous employee engagement across your projects.

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Delivering projects

Video: Deliver projects on time, on budget and with an eye to the future

Looking for better visibility?
Watch our demo video to understand how the right software can help firms keep projects on track and under control.

• Track project KPIs, including estimate time to complete (ETC), along with time and expenses.
• Successfully run global projects with dedicated processes designed for highly complex projects.
• Utilize real-time reporting data to enable better revenue recognition and billing.
• Manage change throughout the project lifecycle and run post-mortem evaluations and team pulses.

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A digitally empowered workforce

Video: Attract, retain and grow a digitally empowered workforce

Making the most of your talent?
Watch our demo video to find out how firms can attract the brightest talent and retain them for the long-term.

• Recruit and retain the best talent with the right skill set for your business.
• Assign the right resources to the right project, at the right time, based on employee profiles.
• Provide solid workforce planning and professional development to your people.
• Drive your reward strategy with compensation planning, performance evaluations and bonus allocation.

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Get the most from your Unit4 solutions

Unit4 Success4U

Your investment in our solutions is more than a transaction; it’s a partnership. 

Discover how we deliver on that promise, through our Success4U SaaS methodology – a personalized and industry-informed partnership that helps turn your goals into meaningful results. Using our proven methodology, we simplify your SaaS journey through proactive, value-driven services that deliver measurable impact.

Explore our eBook Go to our Success4U page

Challenges and solutions

Manage smarter, to boost profits

Explore how investing in future-proof digital solutions can help firms compete in a changing world. 

Click to read our eBook

Built for growth

Find out what’s holding organizations back, plus how to build a future-ready finance function for growth, agility & resilience.

Click to read our eBook

Reimagining the service game

See how professional service firms can use Cloud ERP solutions like Unit4’s to tackle key challenges and unlock long-term success. 

Click to read our eBook

Resilience and agility for professional services firms

Making M&A simpler

Onboarding an acquired company or looking for PE investment? Here's a collection of practical tips on how we can help.

Click to read Making mergers and acquisitions simpler

Webinar: Take the complexity out of M&A integration

Reduce the friction of bringing together separate business entities:

• Integrate new entities quickly and efficiently
• Collaborate and manage from central data
• Streamline financial consolidation & reporting

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Leaving legacy software behind

What's the true cost of not replacing outdated finance, HR or ERP solutions? Learn how to protect your people and profits.

Click to read Leaving legacy behind to build business resilience