Case Study: UniFund increases utilization by 15% and saves nearly $18,000 annually with Autotask

UniFund - Customer Case Study

UniFund, a New Hampshire software developer serving education and local government with accounting, payroll and HR products, was running on disparate tools (Excel and a homegrown service desk) that created information silos. The company needed better field resource management, scheduling and visibility across clients, sales pipeline and internal teams.

UniFund implemented Autotask to centralize CRM, project management, billing and workflows, completing migration in about a month. The change coordinated projects company-wide, lifted utilization by more than 15%, cut billing time by over 50%, grew add-on business to ~35% (from 15%), met SLAs on budget 90% of the time, and recovered 2–4 support hours per day—about $18,000 in annual labor savings.

UniFund

Sean Marlow

Director of field services, UniFund