Unit4 Financial Planning & Analysis
92 Case Studies
Case Study: Middlesbrough Council achieves significant finance efficiency and productivity gains with Unit4 Financial Planning & Analysis
A Unit4 Financial Planning & Analysis Case Study
Intelligent use of ERP increases finance efficiency and productivity
Middlesbrough Council, a unitary local authority serving about 140,000 residents in the Tees Valley, needed to modernize finance amid a decade of austerity, tighter scrutiny, and a push for digital transformation. The council sought timely, trusted financial data, stronger budget control for service-line managers, and streamlined invoice processing to free finance staff from repetitive tasks while moving away from a legacy SAP system.
They implemented Unit4’s cloud ERP (procured via G-Cloud) with out-of-the-box financial modules and Proactis invoice capture, moved to Azure, and used Unit4 Professional Services to complete the rollout in seven months on time and budget. The result was significantly higher finance productivity and efficiency, automated end-to-end processes and invoice handling, greater self-service for budget holders, improved strategic oversight, and wider adoption of the platform by neighboring councils.
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Middlesbrough Council
Justin Weston
Chief Accountant, Middlesbrough Council