M S Benbow Uses Newfound Data Insight to Elevate Processes, Decision-Making, & Planning


Weary of the waste, inefficiency, and lost value that resulted from relying on a patchwork of disparate software — including Excel, Sage50, BillQuick, Tableau, and Salesforce — M S Benbow & Associates (MSB) decided they needed an integrated, project-based ERP solution to become more data-intelligent, resource-efficient, innovative and competitive.

Establishment of a stand-alone project management department within MSB in 2017 exposed some of the firm’s biggest ERP challenges:

  • A reliance on multiple disparate systems required time consuming, often redundant data entry and transfer.
  • Data bottlenecks were preventing the free and timely flow of actionable data to inform project-specific and firm-wide strategic, forward-looking decision-making, while also limiting cross-departmental collaboration.
  • The lack of a single, simple environment in which to view and analyze project data in real-time also hampered decision-making.
  • Inefficiencies surrounding critical processes such as opportunity tracking, project startup, client invoicing and expense reporting

MSB is using the Unanet A/E, powered by Clearview, cloud-based ERP software platform, purpose-built for architecture and engineering firms. The firm is utilizing most of the modules available with Unanet A/E, including accounting modules (A/R, A/P, and General Accounting), the Marketing module, the Project Management module, Advanced Analytic Dashboards, the Analytic Dashboard Designer and Flows & Actions.

Read more about the impact Unanet A/E had for MSB by accessing the full case study below:


About Author

Carla Lauter

Carla Lauter is the editor of SPAR3D.com and the SPAR 3D Newsletter. Before joining SPAR 3D, Carla spent 10 years on NASA and National Science Foundation funded projects focusing on Earth science and communication. She has worked on web-based outreach and online interactives for NASA Earth Science, including products for satellite missions measuring sea level, salinity and hyperspectral ocean color.


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