Case Study: Fishbeck unifies 11 offices and centralizes firmwide data with Unanet CRM

How Fishbeck Unified 11 Offices

Fishbeck, a Michigan-based engineering, architecture and environmental consulting firm with 11 regional offices, struggled with fragmented data and duplicated processes. Individual offices and departments used multiple in‑house systems and inconsistent data entry, which created client-facing mistakes, lost institutional knowledge, and made it difficult to track proposals, projects and contacts across the firm.

After evaluating dozens of options, Fishbeck implemented Unanet CRM to unify proposal automation, opportunity tracking and client data. The platform centralized information, automated workflows, improved transparency across 175 users (including a 15‑person marketing team), integrated accounting data, and achieved roughly 70% adoption in 30 days—resulting in faster, more data-driven proposals, reduced internal friction and greater capacity to scale growth.

Fishbeck

Jennifer Waugh

Director of Marketing