Case Study: AE Works achieves threefold workforce growth and faster month-end closes with Unanet

From bottlenecks to breakthroughs: The playbook for how one CFO scaled operations and tripled his team’s workforce with Unanet’s help

Mark Bertsch, a CFO at a rapidly expanding architectural design firm, faced operational bottlenecks that threatened growth: month‑end closes stretched 50–60 days, timesheets were often months late, billing and project tracking relied on error‑prone spreadsheets, and the firm lacked scalable systems to support expansion.

By deploying Unanet ERP AE and Unanet CRM, Bertsch automated timekeeping, gained real‑time project and utilization insights, and streamlined billing and close processes. The result: the New York office grew from 28 to 95 people (a threefold increase), firmwide headcount rose about 25%, timesheet compliance and forecasting improved, and month‑end closes were dramatically shortened — all without adding administrative overhead.

AE Works

Mark Bertsch

Chief Financial Officer