Case Study: The National Trust achieves agile, accurate project funding and monthly reporting with Unit4 Financial Planning & Analysis

The National Trust - Customer Case Study

The National Trust, Europe’s largest conservation charity (5.6 million members, 13,000 staff), was hindered by a fragmented ERP landscape and overlapping manual finance and procurement processes that made data hard to extract and slowed decision‑making—shortcomings that became acute during the Covid‑19 funding shortfall.

By adopting Unit4 ERP across finance, procurement and asset management the Trust built a single shared view of funds, automated workflows (purchase orders, approvals and expenses), and added a funds ledger and budget “gates.” The result: monthly (vs. annual) project drawdown reporting, faster, more granular financial insight, improved budget control and clearer prioritization of post‑pandemic investment.

The National Trust

Robert Wood

Finance Manager