Unanet propose une solution intégrée PSA (Professional Services Automation, automatisation des services professionnels) et de gestion de portefeuille de projets (PPM) pour aider les entreprises à planifier efficacement leurs ressources et à gérer leurs ressources humaines, leurs projets et leurs finances grâce à une solution web. La solution fournit collectivement des outils permettant de gérer les ressources, les opportunités, les feuilles de temps des employés, les budgets de projet et les comptes dans une solution métier unique.
Avec Unanet, les organisations peuvent obtenir un large éventail de rapports de synthèse ou détaillés et disposer d'informations en temps réel sur leurs projets en cours. La solution est capable de signaler à la fois les coûts directs et indirects associés à tout projet et faire le suivi des dépenses engagées. Le tableau de bord intuitif offre une interface déroulante pour filtrer les ensembles de données en vrac et afficher les indicateurs de projet sélectionnés en temps réel. Les gestionnaires de projets peuvent définir des alertes pour leurs projets et déclencher une notification par e-mail aux membres de l'équipe et aux clients respectifs pour une collaboration efficace.
Avec Unanet, les responsables peuvent limiter les budgets au niveau d'un projet, d'une personne ou d'une tâche et suivre toutes les activités liées aux projets en cours via un tableau de bord personnalisé. La fonctionnalité de planification des ressources aide à optimiser les ressources critiques et à garantir une capacité de ressources optimale pour les projets futurs. La feuille de temps indique le nombre d'heures et les efforts nécessaires pour mener à bien le projet, ce qui est utile pour la paie et la comptabilité.
Unanet s'intègre également à d'autres solutions d'entreprise telles que les systèmes de comptabilité, les systèmes de paie et les CRM. La solution s'adresse principalement aux entrepreneurs publics, aux organismes à but non lucratif, aux services de consulting commercial, d'architecture et d'ingénierie, entre autres.
Integration. Unanet combines time/expense, project management, billing, and financials all in one system. No import/export of data between systems. When an employee logs time or expenses, the cost automatically rolls into your billing, accounting, and project management functions.
DCAA Compliance. Calculates indirect rates and applies to billing. Enforces DCAA timesheet rules and JTR travel rules. Using this software enabled us to consistently get invoices approved by DCAA in less than 5 days, and got our incurred cost proposal accepted without an audit as "low risk."
Report and Invoice Formats. Very customizable in all aspects. I'm told they are much more flexible than competing systems.
Two months after we implemented Unanet, we received our first CPFF contract as a small business. If we did not have Unanet, we would have hired at least one more overhead person, and probably several more. Unanet has been a key factor in our business success.
Learning Curve. With power comes complexity. Unanet is no exception. Rollout was difficult, and there were a lot of setup decisions to be made without a full understanding of the functionality implications. We got the budget version of rollout services; I don't recommend that.
Flexibility. Unanet can be too customizable at times. Sometimes I wished they would just say "here is the way to do this" instead of giving so many choices for how to implement some functions.
Accounts Payable. Less than fully developed Vendor Invoice reporting, especially lack of ability to link to projects at invoice level. Costs incurred via invoice also do not appear in T&E reports, and now way to budget and control vendor costs.
Unanet is very user friendly and on the off chance you can't figure something out their support team is right there to help you and in a timely manner. Unanet allows you to attach documents to everything so we no longer need to keep track of things in different places. You can attach award and mod docs to the contracts, bank statements to reconciliations, checks and invoices to AP Vouchers and AP Payments. It's a great way for everyone to have access to the things they need.
Some of the updates they add change the information for my custom reports and you need to make adjustments to get the same information after the update is live. However the system exports a template so you can make the changes easily without having to recreate the whole report.
Unanet is a true ERP system that can be used to combine several business units into one. Most project accounting systems are typically only used by accounting departments. However, unlike most systems, Unanet is built to allow access to just about every department in an organization with its role based capabilities. I like the fact that every person in the company is given the capability to create and save their own reports in addition to having personalized dashboards to satisfy specific business needs. The system is only as good as the data it is being fed. That being said, in order to optimize the system's value, its essential that the entire organization buys into the system and utilizes it like a true ERP system.
Unanet has very strong project accounting reports to manage projects efficiently. However, I would like to see a bit more from the financial side of the system. For example the system does not have a cash flow statement which is essential for most organizations. That being said, I am impressed with the current financials in place as it was just introduced 2015. I believe in a few years the system will be nearly perfect for any organization as in continues to innovate its capabilities.
Unanet is an amazingly powerful software that is way ahead of its competitors in its user-friendliness and its intuitiveness.
Unanet is an excellent project accounting and financial tools. It is incredibly easy to use and its inherent intuitiveness make this is an extremely powerful tool. It even comes up with cell phone app and can be navigated from virtually anyplace. It seems like Unanet is a more advanced, technological and user-friendly version of its competitors like CostPoint and GCS Premeir.
Unanet is such a powerful financial tool that there is very little not to like about it. However, still like all softwares, it has its shortcomings and one of the major shortcomings it has is its ability to accommodate complex project setup structures that roll up and consolidate into a higher level. This makes project setups in Unanet very different and challenging and it also greatly affects corporate financial reporting.
Our experience with Unanet has been excellent. We are using it to support a DCAA auditable accounting and financial practice and it is working quite well. Its flexibility as to the setup and configuration at the user interface level is outstanding. It truly allows us to create our company policies and procedures and tailor Unanet to those and not vice versa.
It is a lightweight interface that is intuitive and well designed. It includes the ability to configure user roles for everyone from a basic timesheet or expense user to a Controller or CFO that oversees the entire financial operation of the business. We have especially enjoyed its ability to export financial data to CSV files, be able to manipulate those exports, and import them into payroll systems, accounting systems, and more.
Moreover, it is scalable and cost-effective. It allows you to setup an operation for a startup company and scale it accordingly, including costs, as you grow. It is a 100% tailorable and lightweight ERP. It can implement as little or as much rigor as you desire into your finance and accounting operations. We are excited to further understand and eventually implement Unanet financial as it seems to be on a strong trajectory in its early stages.
It is a great product that we highly recommend!
I haven't found any issues with Unanet that haven't been resolved and/or I can configure it to support for me. It is an incredibly tailorable and well thought out software product.
Voici quelques-unes des questions fréquentes sur Unanet.
Types de licences disponibles pour Unanet :
Type de licence: Abonnement
version d'essai gratuite: Non disponible
Nous n'avons pas d'informations sur les fonctionnalités de Unanet.
Utilisateurs habituels du logiciel Unanet :
Grandes entreprises, Entreprises de taille moyenne, PME
Langues dans lesquelles Unanet est disponible :
Types de licences disponibles pour Unanet:
Nous n'avons pas d'informations sur les appareils pris en charge par Unanet.
Applications s'intégrant à Unanet :
Microsoft Dynamics CRM, QuickBooks
Ressources d'aide disponibles pour Unanet :
FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo