Software Solutions for Business & Professional Services Organizations
Our software solutions for ERP, FP&A and HCM focus on People Experience to help free your professionals to do more of what matters: attracting, supporting and retaining clients.
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See how business and professional services firms can be more agile and win more business.
- Ensure bid success by understanding and analyzing your pipeline.
- Have a complete view of your talent pool.
- Build your workforce through a well-informed skills and staffing plan.
- Grow your business with strong integrated financial planning and insight.
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See how business and professional services firms can engage more profitably.
- Initiate new projects with work break down structure, milestones, deliverables, and billing conditions.
- Determine budgets including time, procurement, travel, and both internal and external contractors.
- Find and assign the best people to your projects and re-assign when needed based on skills.
- Conduct risk assessment to identify and mitigate future project risks.
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See how business and professional services firms can execute and bill precisely.
- Manage the billing of complex, global projects with the ability to create invoices from multiple legal entities.
- Ensure effective billing and timely payment with an end-to-end, project-based invoice and credit control capability.
- Manage budget changes for fixed-price projects using timely and accurate data to build trust and transparency.
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See how business and professional services firms can monitor and optimize projects.
- Manage your global portfolio of projects with access to individual project workspaces.
- Monitor and manage project timelines and financials, including time and expenses.
- Find and maximize resources across your project portfolio.
- Enable bottom-up feedback and promote continuous employee engagement across your projects.
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See how business and professional services firms can deliver projects on-time and on-budget.
- Track project KPIs, including estimate time to complete (ETC), along with time and expenses.
- Successfully run global projects with dedicated processes designed for highly complex projects.
- Utilize real-time reporting data to enable better revenue recognition and billing.
- Manage change throughout the project lifecycle and run post-mortem evaluations and team pulses.
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See how business and professional services firms can recruit, retain and grow a digitally empowered workforce.
- Recruit and retain the best talent with the right skill set for your business.
- Assign the right resources to the right project, at the right time, based on employee profiles.
- Provide solid workforce planning and professional development to your people.
- Drive your reward strategy with compensation planning, performance evaluations and bonus allocation.
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Right for your industry, right for your firm
Our next-gen cloud solutions are designed to help business and professional services firms
reduce the administrative burden on their teams and deliver a better people experience.
Resources and downloads
PSO challenges and solutions
Customer success stories
Unit4 helps people-focused leaders in professional services around the world innovate through business change.
Customer Interview: Canalta
With Unit4 ERP, this Canadian hotel chain eliminated 25,000 hours of manual data entry equivalent to approximately $750,000 savings annually.
An agile and innovative future
One of the world’s leading engineering consultancies has standardised on a forward-thinking Unit4 solution, connecting Finance and HR data to provide a single source of truth.
![Cover image for Buro Happold 1-page Unit4 customer story](/sites/default/files/styles/tab_item_text_and_media_desktop/public/images/industry-pages/professional-services-software/business-and-professional-services/BPS_Con_08_Tabbed_Module_1_Buro_Happold-v210223.png.webp?itok=9h7BHiGV)
Smarter operations and decision support
One of the world’s leading enterprise solution providers automated transactions, provided mechanisms of control and risk management to refocus efforts on supporting decision-making.
![Cover image for Kinetic IT 1-page Unit4 customer story](/sites/default/files/styles/tab_item_text_and_media_desktop/public/images/industry-pages/professional-services-software/business-and-professional-services/cover_assets-tabbed-module_pso-case-study-2-kinetic-it_CT200208INT_500x360-v1.png.webp?itok=Ir20TcKR)
Bringing best practice
“Our success is dependent on the success of our people, which is why we have taken a bold approach for our next-generation system’s architecture.”
Denis Delmaire
CIO at Levio
![Cover image of press release for Levio](/sites/default/files/styles/tab_item_text_and_media_desktop/public/images/industry-pages/professional-services-software/business-and-professional-services/cover-assets-tabbed-module-levio-selects-unit4-people-experience-suite-bring-industry-best-practices-operations-finance_500x360-v1.png.webp?itok=ah0nLLlU)
Customer Interview: Beazley
Specialty insurer, Beazley, chose Unit4 FP&A (Prevero) for flexible, cost-effective expense planning and management.
Customer Interview: Mobile Vikings
Using Unit4 Talent Management, this Belgian mobile virtual network operator is connecting people insights across the business to boost productivity, engagement, and growth – and ensure that its start-up spirit stays strong.