Unit4 Success4U
Success Catalog
Our Success Catalog offers a breadth of services that you can use to build a package that delivers your desired business outcome. Depending on where you are on your journey with Unit4, we have the right solutions and services that help you succeed at every step.
Unlock predictable, outcome‑driven success
The Unit4 Success Catalog is your library of fixed‑price, outcome‑based service packages designed to help you realize value faster at every stage of your SaaS journey. From onboarding and optimization to education and accelerated adoption, you get exactly what you need, when you need it.
As a core pillar of our Success4U methodology, the catalog brings together 300+ proven service offerings, each built to deliver measurable outcomes, reduce risk, and keep you moving forward with confidence.
Think of it as your ready‑made menu for unlocking sustained value from your Unit4 solutions.
Outcome-based packaged services
Fixed‑price bundles designed to deliver clear results using best‑practice methods. They combine configuration, enablement, expert advisory, and can be purchased with Success Points or direct cash. Examples include first‑time service implementations, expert guidance, ready‑made integrations, and identifying automation opportunities.
Duration-based packaged services
Time‑bound service engagements give you ongoing access to specialists across an agreed period. Purchased exclusively with Success Points, they provide continuous support, expertise, and system stewardship. For example, Product Admin Services handles day‑to‑day management so your team can focus on strategic priorities.
Education-based packaged services
Structured learning packages deliver role‑based training, tutorials, and enablement resources to accelerate adoption and build user confidence. They help teams maximize their capabilities and support long‑term success, and are available via Success Points or direct purchase.
“(The) University4U and ILT training have been particularly beneficial, enabling more effective use of the ERP, strengthening understanding of core functionality, and accelerating adoption across key processes by building confidence and capability.”
Ravi Nadarajah
Head of Financial Operations
Leeds Beckett University
How do I research the right
Success Packages for me?
We’ve made it easy to explore the catalog by organizing it around your Unit4 journey and the persona that best matches your role. This helps you quickly find the packages that fit your goals. And, if you’re a Success4U Professional customer, your Customer Success Manager is always on hand to guide you toward the right options.
By the stage in your journey
Onboard
Get started with confidence. Onboard packages help customers overcome the challenges of first‑time setup by building solid foundations, configuring new capabilities correctly, and ensuring teams are ready from day one. They remove complexity, accelerate time‑to‑value, and set you up for long‑term success.
Adopt
Turn capabilities into real value. Adopt packages tackle the challenges that arise once you’re live, helping you deepen usage, optimize processes, embed strong behaviors, and unlock additional outcomes from what you already have in place. They ensure you continually improve rather than stall after go‑live.
Operate
Run with stability and confidence. Operate packages address challenges around day‑to‑day management, system performance, and resource constraints. They provide proactive monitoring, administration, and managed services to keep your environment healthy, compliant, and running smoothly at all times.
By Role
CFO
Finance‑focused packages address inefficiencies across financial operations—helping CFOs streamline processes, strengthen controls, and unlock real‑time insight. With services spanning ERP Financials, FP&A, reporting, and source‑to‑pay, they accelerate accuracy, compliance, and strategic decision‑making.
CIO
Unit4 packages help CIOs modernize their SaaS landscape by tackling challenges like legacy integrations, security risks, and slow delivery cycles. From cloud migrations to automation and extensibility, these services ensure a secure, scalable, and future‑ready technology foundation.
CPO/CHRO
HR and payroll packages solve common workforce‑management challenges, from inefficient processes to compliance complexity. By supporting hire‑to‑retire, talent, and payroll optimization, these services help CPOs improve employee experience, increase accuracy, and modernize HR operations.
PMO
PMO packages enable project leaders to gain control across the full project lifecycle, addressing challenges like fragmented financial planning, compliance risk, and limited visibility into costs and commitments. These services deliver the governance, accuracy, and real-time insight PMOs need to deliver with confidence.
Applicable across functions
Some Success Catalog packages deliver value regardless of function. From report migration and intercompany advisory to product monitoring, mobile extensibility, and expert-led enhancements, these cross-functional services help every team adopt, optimize, and continuously improve their Unit4 environment with confidence.
Useful resources
Webinar:
Discover the Success Catalog
Watch our webinar on how to enhance value realization throughout your SaaS journey.
Blog:
Designing the Success Catalog: creating clarity, scale, and choice
Read more about why we built the Success Catalog the way we did.
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