Growing multidisciplinary design firm trades
out spreadsheets for easy, modern business development
solution
DULLES,
Va., June 18, 2024 /PRNewswire/ -- Unanet, the
leading provider of project-based enterprise resource planning
(ERP) and customer relationship management (CRM) for the
architecture, engineering, and construction (AEC) industry, today
announced that Windsor Engineers, a growing Midwest design firm,
has switched to Unanet CRM to streamline their manual processes and
provide an efficient and strategic new business solution to help
the firm scale.
Windsor Engineers is an MEP and Civil Engineering firm,
delivering unparalleled design and construction management for
high-performance facilities like schools, municipalities,
police departments, and civil infrastructure projects.
With offices in Duluth,
Minneapolis, and Vancouver, WA, the firm recently restructured
into multiple practices and is working to grow each through an
optimized business development process.
Previously, Windsor Engineers used a manual and less accurate
system of spreadsheets and emails to track new business
communications, and they edited proposals and collateral documents
in design software. The company needed a modern CRM solution to
help restructure their time-intensive manual processes and provide
a central repository of data that would make their new business
efforts more efficient and accurate.
The team began a thorough search for a CRM solution and, based
on experience, decided one legacy provider was too expensive and
too difficult to onboard. Another legacy software provider the firm
had previously used for ERP proved challenging when running reports
and creating proposals. Ultimately, Windsor Engineers chose Unanet
CRM for its easy-to-use data and proposal management, lead tracking
and reporting, effortless Outlook integration and tools to help
make strategic decisions on whether a project is worth the time,
resources, and effort.
"Our mission is to provide world class client and employee
experiences. And our leadership team believes that the best way to
do that is through processes and operating systems that not only
help us work smarter and more efficiently but that will continue to
make work fun," said Amy Uskoski,
marketing manager at Windsor Engineers. "I know that Unanet will
provide that for our new business process, and I know Unanet will
make it easier."
More than 1,850 architecture, engineering and construction
companies select Unanet ERP and CRM because they have the right mix
of functionality and accessibility while also offering the ability
to scale and grow seamlessly. To learn more about Unanet CRM and
ERP AE, please visit https://unanet.com/crm-aec and
https://unanet.com/erp-for-a-e/erp-for-a-e-overview/.
About Unanet
Unanet is a leading provider of project-based ERP and CRM solutions
purpose-built for government contractors, architecture,
engineering, construction, and professional services. More than
4,000 project-driven organizations depend on Unanet to turn their
information into actionable insights, drive better decision-making,
maintain regulatory compliance, and accelerate business growth. All
backed by a people-centered team invested in the success of your
projects, people, and financials. For more information,
visit www.unanet.com.
About Windsor Engineers
Windsor Engineers is an inspiring engineering company that provides
amazing opportunities for awesome people. Not your typical
engineering company, we aim to make engineering fun for our
clients. Our work is diverse in nature and not constrained by
geography or demographics. However, our journey as a company is
influenced by the clients we work for, so we're careful to choose
the best clients for us. We practice being great consultants, and
we promise to be responsive and delivery quality.
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SOURCE Unanet