We convert Excel inefficiency into AI-powered integrated business planning. Our BI and Corporate Performance Management solutions are based on the experience of several hundreds of projects. Companies all over the world rely on our Go-to-Market Planning, Sales Performance, Marketing Performance, S&OP Performance and Integrated Business Planning solutions. And we are a global Unit4 prevero partner.

All of our consultants have strong financial background, process and technical knowledge to help you actively manage Digital Transformation in Finance. Start the revolution: Imagine all the relevant departments working together on a single set of high-quality data. Get in touch to learn more about how we may help you in boosting forecast accuracy, speeding up planning and simplifying reporting processes. Benefit from our experience with well-known clients like Addiko-Bank, Hirtenberger Group, AIT, WSP, Lürssen, Square Enix or Villeroy & Boch.

  • Industry Verticals Served:Energy & Natural Resources, Financial & Professional Services (Banking/Insurance), Consumer Industries (Agribusiness / Consumer Products / Fashion/ Life Sciences / Retail), Discrete Industries (Aerospace / High Tech / Automotive), Government, Healthcare, Higher Education, Hospitality, K-12, Life Sciences, Manufacturing, Media, Non-profit, Services Industries (Airlines / Communications / Engineering / Sports / Sports / Entertainment / Travel), Public Services, Technology

    34 Reviews for smartPM.solutions

    Raven Certified

    2400 Reviews

    Unit4 Financials, & FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 Financials,Unit4 FP&A
    Company Size:  1000 – 4999 Employees  /  Industry:  Other
    Regions in Scope:  North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Edgar Avagyan

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  1.25x the time we expected
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner did not identify issues that came up during implementation and we had some change orders

    Was the implementation team who actually performed the work the same team that was proposed?
    Team changed a lot

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    The Unit4 side actually slowed the process down for our implementation team. We waited weeks and weeks to get a simple resolution to issues that had to be resolved from Unit4

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  1000 – 4999 Employees  /  Industry:  Higher Education
    Regions in Scope:  Nordics,Continental Europe,North America,United Kingdom Ireland,Latin America
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Franz Schrattenecker

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 4 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work well, but our needs changed during implementation

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  0 – 249 Employees  /  Industry:  Other
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Leader

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  4 (out of 5)
    Quality of Consultants 4 (out of 5)
    Flexibility / Adaptability 4 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  1.75x the time we expected
    Cost vs. Expectations: Less than we budgeted!

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  0 – 249 Employees  /  Industry:  Other
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Leader

    Consultant Recognized:  F. Schauhuber

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  1.25x the time we expected
    Cost vs. Expectations: 1.25x cost budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    High system-technical and financial expertise of the team, user-friendly system-design implemented, rapid project progress

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    Unit4 FP&A

    4/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  250 – 499 Employees  /  Industry:  Public Services
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Leader

    Consultant Recognized:  Jacob Rabel

    Systems Expertise  4 (out of 5)
    Implementation Process  4 (out of 5)
    Responsiveness  4 (out of 5)
    Quality of Consultants 4 (out of 5)
    Flexibility / Adaptability 4 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  1.25x the time we expected
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work well, but our needs changed during implementation

    Was the implementation team who actually performed the work the same team that was proposed?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Very flexible.
    Can always be extended.

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  0 – 249 Employees  /  Industry:  Other
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Jakob Rabel

    Systems Expertise  5 (out of 5)
    Implementation Process  4 (out of 5)
    Responsiveness  4 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 4 (out of 5)

    SCOPING ACCURACY:
    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Our consultant Jakob Rabel is extremely competent and also a very friendly and pleasant business partner. We appreciate him very much.

    So far, the entire implementation process has been carried out by Smart PM. This worked very well. In the future we will edit smaller content independently.

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  1000 – 4999 Employees  /  Industry:  Other
    Regions in Scope:  United Kingdom Ireland
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Jakob Rabel

    Systems Expertise  5 (out of 5)
    Implementation Process  4 (out of 5)
    Responsiveness  4 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 4 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Less than we budgeted!

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    Team changed a lot

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Jakob was an excellent team leader. He was very organised, efficient and had a great knowledge of the system. He and Christian were very helpful in coming up with different ideas and strategies to sort out some of the more unique problems that we came across during implementation.

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    Unit4 FP&A Implementation

    5/ 5

    RP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  0 – 249 Employees  /  Industry:  Other
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Jakob Rabel

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Less than the time we expected!
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Spontaneously reacting to requests, solving issues right away. Workshop was well prepared!

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  0 – 249 Employees  /  Industry:  Professional Services
    Regions in Scope:  Continental Europe
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Edgar Avagyan

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work well, but our needs changed during implementation

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Implementation went well. Rich clients performance is sometimes poor.

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  5000+ Employees  /  Industry:  Other
    Regions in Scope:  Nordics,Continental Europe,North America,United Kingdom Ireland,Latin America,Middle East / Africa,Asia / Pacific (APAC)
    Reviewer Role:  Project Leader

    Consultant Recognized: 

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Unit4 scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    The team was very competent.

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  250 – 499 Employees  /  Industry:  Public Services
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Team Member

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    smartPM.solutions is an excellent partner.

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  0 – 249 Employees  /  Industry:  Professional Services
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Leader

    Consultant Recognized:  Markus Edlinger (smartPM.solutions)

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    This project is an extension to our previously set up modules (add-on), following a successful product/feature presentation provided by our consultant. The demonstrated module matched our organisational needs at the time of presentation very closely and at a reasonable investment.
    Our lead consultant guided us through the whole process starting from requirements definition through project planning, implementation and customisation up to Go-Live and further development. A very big plus were consulting services provided during the implementation process. Based on their vast experience with other customers and projects our consultants provided useful recommendations and showcases of features that helped us to even better meet our organisational needs. Several of the features we chose to implement during the process surpassed our expectations and/or provided functionalities that were not even included in our initial requirements definition but contribute strongly to our planning and analytical needs.
    We are very satisfied with the support and know-how provided by our implementation partner. Our implementation schedule was met precisely and at the budgeted cost, response time to requests – even on short notice – was incredibly quick, and features were implemented with a very strong attention to details at every level.

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     Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  1000 – 4999 Employees  /  Industry:  Other
    Regions in Scope:  Continental Europe
    Reviewer Role:  Decision Maker

    Consultant Recognized:  Fabian Schauhuber

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Less than we budgeted!

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    The smartPM team knows prevero (Unit4 FP&A) inside out. More importantly, they understand our business and our requirements re project / CAPEX controlling, utilities industry specific reporting and integrated planning & reporting.
    Their SLAs provide reaction times of less than 4 hours in case of emergency.

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  0 – 249 Employees  /  Industry:  Public Services
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Leader

    Consultant Recognized:  Jakob Rabel

    Systems Expertise  5 (out of 5)
    Implementation Process  4 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  1.25x the time we expected
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work well, but our needs changed during implementation

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    smartPM.solutions was very helpful and cooperative.

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  500 – 999 Employees  /  Industry:  Professional Services
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Leader

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  4 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  2x time expected
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work well, but our needs changed during implementation

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  1000 – 4999 Employees  /  Industry:  Professional Services
    Regions in Scope:  Continental Europe
    Reviewer Role:  Consultant

    Consultant Recognized:  Mr. Pein

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    SmartPM has its focus on customer satisfaction and they are very flexible.

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    Unit4 FP&A Implementation

    4/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  1000 – 4999 Employees  /  Industry:  Professional Services
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Leader

    Consultant Recognized:  Avagyan

    Systems Expertise  4 (out of 5)
    Implementation Process  4 (out of 5)
    Responsiveness  2 (out of 5)
    Quality of Consultants 4 (out of 5)
    Flexibility / Adaptability 3 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  1.25x the time we expected
    Cost vs. Expectations: 2x cost budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Unit4 under-quoted the project and we had multiple change orders

    Was the implementation team who actually performed the work the same team that was proposed?
    Team changed a lot

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    FP&A is often very weak in performance. Also the cloud support is weak.

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  0 – 249 Employees  /  Industry:  Other
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Leader

    Consultant Recognized:  Alexander Hein, Markus Edlinger

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    It is very important to have a good Partner… and we found this perfect Partner in smartPM.solutions.

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    Unit4 FP&A Implementation

    4/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  1000 – 4999 Employees  /  Industry:  Other
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Markus Edlinger

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  3 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Unit4 did not identify issues that came up during implementation and we had some change orders

    Was the implementation team who actually performed the work the same team that was proposed?
    I’m not sure

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    The implementation was quite complex as we were the first bank institute to implement FP&A (Prevero).
    The set-up needs constant re-modeling for external circumstances (new products, etc).

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    Unit4 Financials Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  1000 – 4999 Employees  /  Industry:  Other
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Leader

    Consultant Recognized: 

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Unit4 scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    – think new
    – don’t look at your current processes
    – be open to changes

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  250 – 499 Employees  /  Industry:  Other
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Leader

    Consultant Recognized:  Alexander Hein

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Our partner smartPM.solutions was a great partner.

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  5000+ Employees  /  Industry:  Professional Services
    Regions in Scope:  United Kingdom Ireland
    Reviewer Role:  Project Team Member

    Consultant Recognized:  Markus Edlinger

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  4 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  3x time expected
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work well, but our needs changed during implementation

    Was the implementation team who actually performed the work the same team that was proposed?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    We worked closely with the FP&A (Prevero) consultant (Markus Edlinger) in workshops which we found was very useful during development and quickly enhanced our knowledge of the product. Markus quickly understood our systems and requests and therefore was able to implement a solution much sooner than we had expected. Markus has shown commitment and flexibility throughout the project which has been greatly appreciated.

    We have found that in the rare event that Markus was not available the support from the general FP&A help desk was not up to the same standard. They were slower than we would have hoped (e.g. requiring copies of databases etc).

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  500 – 999 Employees  /  Industry:  Other
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Leader

    Consultant Recognized:  Jakob Hohenberger

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    The consultants were very knowledgable with an extremely quick grasp of our specific needs and strong commitment to our project.

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    Unit4 FP&A Implementation

    4/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  500 – 999 Employees  /  Industry:  Other
    Regions in Scope:  Nordics,Continental Europe
    Reviewer Role:  Decision Maker

    Systems Expertise  4 (out of 5)
    Implementation Process  4 (out of 5)
    Responsiveness  4 (out of 5)
    Quality of Consultants 4 (out of 5)
    Flexibility / Adaptability 4 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  1.25x the time we expected
    Cost vs. Expectations: 1.25x cost budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work well, but our needs changed during implementation

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Tooling required more technical experience than we realised in advance. As a result we needed more external help that we predicted. It was not easy to find people in the market with experience of the tool.

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  500 – 999 Employees  /  Industry:  Other
    Regions in Scope:  Continental Europe,United Kingdom Ireland
    Reviewer Role:  Project Leader

    Consultant Recognized:  Markus Edlinger

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    The consultants from smartPM.solutions are very competent.

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    Unit4 Financials Implementation

    5/ 5

    ERP Area: Financials
    Software:  Unit4
    Products Implemented:  Financial Reporting
    Company Size:  1 – 5k Employees  /  Industry:  Agriculture / Forestry / Fishing
    Regions in Scope:  Europe, Middle East & Africa
    Reviewer Role:  Project Leader

    Consultant Recognized: 
    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW),Optimization / Ongoing support services

    Systems Expertise  4 out of 5
    Implementation Process  4 out of 5
    Responsiveness  4 out of 5
    Quality of Consultants 4 out of 5
    Flexibility / Adaptability 4 out of 5

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    Slight change in team

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  1000 – 4999 Employees  /  Industry:  Other
    Regions in Scope:  Continental Europe,North America
    Reviewer Role:  Project Leader

    Consultant Recognized:  Markus Edlinger

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 4 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Less than we budgeted!

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work well, but our needs changed during implementation

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    smartPM.solutions is an experienced partner with great knowledge of FP&A (Prevero).

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  1000 – 4999 Employees  /  Industry:  Other
    Regions in Scope:  Nordics,Continental Europe,North America,United Kingdom Ireland,Latin America,Middle East / Africa
    Reviewer Role:  Project Leader

    Consultant Recognized:  Raphael Nagler

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 4 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  1.25x the time we expected
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Unit4 scoped and quoted the work well, but our needs changed during implementation

    Was the implementation team who actually performed the work the same team that was proposed?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    SmartPM took over after the Unit4 DE consultants left. We had issues with that first part not being completed correctly. The part that smartPm.solutions did was on schedule. Since there were various issues with the first part that smartPM.solutions had to fix for Unit4, the go-live was delayed.

    Something that is very positive is that the consultants were always available.

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  Unit4 FP&A
    Company Size:  5000+ Employees  /  Industry:  Other
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Leader

    Consultant Recognized:  Markus Edlinger

    Systems Expertise  4 (out of 5)
    Implementation Process  4 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: 1.25x cost budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    The pro-active support and the exciting planning mind-set of the consultants were awesome.

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    Unit4 Financials Implementation

    5/ 5

    ERP Area: Financials
    Software:  Unit4
    Products Implemented:  Financial Reporting,Budgeting
    Company Size:  1 – 5k Employees  /  Industry:  Construction / Home Improvement
    Regions in Scope:  Europe, Middle East & Africa
    Reviewer Role:  Project Leader

    Consultant Recognized:  Sebastian Wallner
    Project(s) in Scope:  Initial deployment (Phase 1),Add-on deployment (Phase 2, and not in the original SOW),Optimization / Ongoing support services

    Systems Expertise  5 out of 5
    Implementation Process  5 out of 5
    Responsiveness  5 out of 5
    Quality of Consultants 5 out of 5
    Flexibility / Adaptability 5 out of 5

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    Slight change in team

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Developing together with the team on site is the best solution.

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  FP&A
    Company Size:  1000 – 4999 Employees  /  Industry:  Other
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Leader

    Consultant Recognized:  komplette smartPM-Team

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  4 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    SmartPm Solutions provided professional advice and support during our implementation.

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  FP&A
    Company Size:  0 – 249 Employees  /  Industry:  Other
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Leader

    Consultant Recognized:  Jakob Rabel

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    SmartPm Solutions is a trustworthy cooperation with valuable knowledge during the introductory phase as well as the implementation.

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    Unit4 FP&A Implementation

    5/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  FP&A
    Company Size:  1000 – 4999 Employees  /  Industry:  Other
    Regions in Scope:  Continental Europe
    Reviewer Role:  Project Leader

    Consultant Recognized:  Alexander Hein, Markus Edlinger

    Systems Expertise  5 (out of 5)
    Implementation Process  5 (out of 5)
    Responsiveness  5 (out of 5)
    Quality of Consultants 5 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  Right on schedule!
    Cost vs. Expectations: Exactly what we budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work precisely

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    The biggest advantage was the combination of financial / industry specific and technical know how of the SmartPM implementation team. We are planning to work onwards with the same team to further develop our solution.

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    Unit4 FP&A Implementation

    4/ 5

    ERP Area:  ERP, Financials
    Software:  Unit4
    Products Implemented:  FP&A
    Company Size:  5000+ Employees  /  Industry:  Other
    Regions in Scope:  Nordics,Central Europe,North America,United Kingdom Ireland
    Reviewer Role:  Project Leader

    Consultant Recognized:  Markus Edlinger

    Systems Expertise  5 (out of 5)
    Implementation Process  4 (out of 5)
    Responsiveness  4 (out of 5)
    Quality of Consultants 4 (out of 5)
    Flexibility / Adaptability 5 (out of 5)

    SPEED & COST
    Speed vs. Expectations:  1.25x the time we expected
    Cost vs. Expectations: 1.25x cost budgeted

    SCOPING ACCURACY:
    How well did your implementation partner scope the work and understand your needs during the pre-sales process?
    Partner scoped and quoted the work well, but our needs changed during implementation

    Was the implementation team who actually performed the work the same team that was proposed?
    No change

    What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
    Detailed preparation and concept phase are important!

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