Case Study: Energy Solutions achieves faster invoicing, lower DSO and real-time project and financial visibility with Unanet

Energy Solution Gain Greater Transparency Into Their Project, People, and Financial with Unanet While Significantly Improving Eff iciency

Energy Solutions is a professional engineering and consulting firm focused on large-scale energy, carbon, and water management. As the company grew, its processes couldn’t scale: timesheets were often submitted a week late, invoicing was done in Excel and took 30–40 days, DSOs averaged 160 days, and leaders lacked integrated visibility into projects, people, and finances.

By implementing Unanet’s integrated project-based ERP/CRM (100 licenses), Energy Solutions gained real-time reporting and streamlined time, expense, invoicing, resource planning, and pipeline management. Timesheets are now submitted by period end, invoices issue in 5–10 days, DSOs fell from 160 to 70 days, and executives can quickly access meaningful reports to drive better decisions.

Energy Solutions

Walter Harrower

Chief Financial Officer