THE CHALLENGE
For a firm that delivers through people and projects, the enemy is disconnected data and an ERP your team has to work around instead of work from. Project, resource, and financial data live in separate systems, so utilization and forecasting become guesswork rather than management. Revenue gets recognized late, off spreadsheets, and true margin only surfaces after the work is already done. Every hour spent stitching reports together is an hour nobody billed. And the consultants who installed the tool never understood how your firm actually operates.
THE SOLUTION
Here is what good looks like. Project, people, and financial data align in one connected picture, so utilization, forecasting, and margin lift because they are finally visible instead of reconstructed after the fact. Resource management sends the right person to the right project at the right time, and bench time stops hiding in a spreadsheet. Revenue is recognized as the work is delivered, under ASC 606, not scrambled at quarter-end. Billing runs to whatever model the contract uses, and no pass-through cost slips through unbilled. The tool supports how the firm works.
WHY UNIT4 + SERVEVITA
Professional services is Unit4’s home ground. ERPx is purpose-built for project-and-people organizations, with project accounting, revenue recognition, resource utilization, and skills-based planning on one data model, not a product ERP retrofitted to bill hours. At ServeVita, we operate Unit4’s ERP ourselves, we know how to configure it to how your firm delivers, then transfer the knowledge so your team can own it after go-live.
Accountancy & Advisory
Utilization, bench time, and project profitability in one view, with resource and skills matching that puts the right person on the right engagement. Bill on time-and-materials, fixed-fee, or retainer from the same platform, and forecast off live data.
Management Consulting
Your people are your product. Getting the right consultant on the right project at the right time is the difference between a profitable engagement and a costly one. Run your firm on a unified platform that connects projects, people, and finances. Improve project profitability, plan resources smarter, and bill clients with confidence and shared trust.
Contract Research Organizations
Multi-year studies with mixed milestone, unit, and time-based billing on a single contract, revenue recognized as work is delivered, and pass-through costs tracked so none go unbilled. Sponsor-ready reporting and an audit trail, running alongside your CTMS.
Make projects, people, and margin one line of sight, with a partner who has been in your seat. Let's talk.
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