September 21, 2020

M S Benbow Uses Newfound Data Insight to Elevate Processes, Decision-Making, and Planning

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Weary of the waste, inefficiency, and lost value that resulted from relying on a patchwork of disparate software — including Excel, Sage50, BillQuick, Tableau, and Salesforce — M S Benbow & Associates (MSB) decided they needed an integrated, project-based ERP solution to become more data-intelligent, resource-efficient, innovative and competitive.

Establishment of a stand-alone project management department within MSB in 2017 exposed some of the firm’s biggest ERP challenges:

  • A reliance on multiple disparate systems required time consuming, often redundant data entry and transfer.
  • Data bottlenecks were preventing the free and timely flow of actionable data to inform project-specific and firm-wide strategic, forward-looking decision-making, while also limiting cross-departmental collaboration.
  • The lack of a single, simple environment in which to view and analyze project data in real-time also hampered decision-making.
  • Inefficiencies surrounding critical processes such as opportunity tracking, project startup, client invoicing and expense reporting

MSB is using the Unanet A/E, powered by Clearview, cloud-based ERP software platform, purpose-built for architecture and engineering firms. The firm is utilizing most of the modules available with Unanet A/E, including accounting modules (A/R, A/P, and General Accounting), the Marketing module, the Project Management module, Advanced Analytic Dashboards, the Analytic Dashboard Designer and Flows & Actions.

Read more about the impact Unanet A/E had for MSB by accessing the full case study below:



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