Engineering Services Firm ERP Transition Case Study

This case study details the transition of a large engineering services firm from an outdated ERP system to Unanet's modern financial platform. In 2016, the firm faced significant challenges with its legacy system, which was unable to scale or meet the growing demands of the business. The Finance and Application Development teams sought a solution that offered both scalability and customization. The transition began in March 2016 and went live in 2017, involving complex data migration and training processes. Unanet's flexible ledger and configuration capabilities significantly improved the firm's financial processes. The partnership with Unanet has led to advancements in reporting and analytics, enhancing decision-making and user satisfaction. The case study concludes that the implementation of Unanet's ERP solution has allowed the firm to double its workforce without a proportional increase in back office staff, demonstrating the importance of scalable ERP solutions in navigating digital transformation and fostering business growth.