Case Study: Sierra7 achieves real-time financial visibility and streamlined operations with Unanet ERP & CRM

Sierra7 makes service simple with Unanet’s ERP and CRM solutions

Sierra7 is a veteran‑owned government contractor that delivers healthcare, technology, and consulting services to federal agencies. Facing duplicated accounting systems after an acquisition, manual spreadsheet-based project tracking, and a CRM that didn’t integrate with finance, the company needed a single, scalable solution to simplify workflows and provide real‑time financial and project visibility.

Sierra7 implemented Unanet’s ERP and CRM—starting with a finance-led data cleanse and ERP go‑live, followed by a CRM roll‑out and Outlook integration—creating a unified platform that automated processes and eliminated multiple systems. The result was immediate real‑time financial insights, streamlined project management, time and cost savings, better pipeline visibility, and a scalable foundation for future growth.

Sierra7

Frank Rendon

Chief Financial Officer