Unanet A/E Review

Unanet
Product:
Vendor:
Founded:
Headquarters:
Unanet A/E
Unanet
1988
Dulles, VA
Ownership:
Customers:
Deployment Model:
Free Trial:
Private
3,100+
Cloud, On-Premise
No
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Unanet A/E At A Glance

Good: Built-in CRM functionality, available in both on-premise and cloud versions, interactive dashboard for measuring project metrics.
Bad: Very specialized software (targeted only to architecture and engineering firms).
Bottom Line: Enterprise resource-planning software designed to help architecture and engineering firms run their businesses.

Product Overview

Unanet A/E, powered by Clearview, (formerly InFocus) is an enterprise resource-planning software that includes elements of project management, billing and accounting. It’s intended specifically for architecture and engineering (AE) firms.

Unanet A/E is deployed in both cloud and on-premise versions. Companies can opt for one deployment and change it to the other later. Regardless of the version selected, clients will get the same features of InFocus.

In addition to deployment choice, Unanet A/E offers other benefits, such as:

  • All components of project management, including billing, time tracking, accounting and customer relationship management (CRM), in one platform
  • No need to integrate with a financial software
  • Affordability for businesses of all sizes
  • In-house customer support

Features

Unanet A/E includes billing, accounting, project management and time-tracking features in one platform. Some of those features include:

  • Project Central, which streamlines all aspects of a particular project in one location, including budget, hours worked, team assigned, contracts, and contact information on vendors and clients.
  • Ability to create and view charts and graphs of project metrics through Project Central.
  • An unlimited number of interactive dashboard layouts (Project metrics such as revenue, clients and time can be annotated by colored tiles that are either available out of the box or can be customized by users.)
  • Gridget, a new grid-like dashboard widget for drilling down into a project for more details
  • Full accounting features, such as entries made in real time or by batches, DCAA-compliant accounting, Accounts Payable/Accounts Receivables, and general ledger reporting and financial statements
  • Report Builder that allows users to customize reports in under five minutes
  • Billing features such as an invoice designer, invoice templates, a billing adjustment wizard and multiple projects on a single invoice
  • Built-in time sheets accessible from both desktop and mobile devices; administrators can designate a multi-level approval process
  • Project planning and management features, such as the ability to assign employees to specific projects, budgeting, the ability to track working plans, online billing reviews and an unlimited number of work breakdown levels
  • Work order feature that allows the manager to assign tasks to employees
  • An Outlook-style calendar to check workloads and project schedules
  • Ability to enter and show multiple currencies
  • Automated workflows for interacting with a third-party system or creating business rules
  • Ability for marketing and sales departments to track prospects and clients (addresses, schedules, etc.) without having to integrate with third-party CRM software

Target Market

Unanet A/E is intended for architecture and engineering firms of all sizes.

We’ve listed 10 of its clients below:

  • Ashley McGraw Architects
  • Applegate Group Inc.
  • Building Technology Associates
  • Estudio Architecture
  • Graeber Simmons and Cowan Inc.
  • Resource Control Associates Inc.
  • Tenant Planning Services Inc.
  • United Engineering Inc.
  • Vision 3 Architects
  • Wetland Studies and Solutions Inc.

Download Now: Project Management Software Buyer's Guide

Choosing a Project Management Solution is all about finding the right fit. Our report will walk you through the process and help you make a smart purchasing decision. Download Now

Implementation/Integration

Unanet offers the Unanet Go pre-configured implementation service that combines its software with pre-built tools and processes, so clients can get up and running quickly. It also has custom implementation packages that’s designed to fit a client’s specific needs. In addition to implementation, Unanet provides product optimization, integration and technical consulting and pre-packaged analytical services.

Customer Service & Support

Unanet A/E clients can access a dedicated support portal to submit a ticket. They can also contact support by phone.

Pricing

Unanet doesn’t publicly display its pricing information, so please contact the vendor directly for a quote.

Shortcomings

Unanet A/E is only targeted to the architecture and engineering industries. Companies in different industries seeking a project management solution should check out our other reviews.

Screenshots

Unanet Screenshot 1
Unanet Screenshot 2
Unanet Screenshot 3

About

Unanet is a leading provider of ERP solutions purpose-built for Government Contractors, A/E, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and nurture business growth.

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Send feedback or corrections to feedback@betterbuys.com.

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Great work

on 2019-11-20 02:18:10

Super easy way to make sure you keep up with your invoices and client revenue. There are multiple levels so you can pay more as your business grows.