Case Study: FSA - Empowering PM’s with Direct Entry & Analysis in Unanet AE to Gain Companywide Efficiencies

In this special Lunch & Learn session, OAS VP Martha Griffith welcomes Frederick, Seibert & Associates (FSA) to share how their firm utilizes Unanet AE throughout the entire project lifecycle. The presentation provides a real-world look at how FSA manages opportunities, proposals, project execution, financial oversight, billing, and project closeout using Unanet AE.

Attendees will gain valuable insight into FSA’s business processes, lessons learned, and best practices for maximizing the value of Unanet AE. Topics include opportunity management, proposal tracking, project setup, project monitoring, invoicing, project financial management, and closeout procedures.

The session highlights practical workflows that have helped FSA improve operational efficiency, increase project visibility, strengthen financial management, and support better decision-making across the organization.

This training is ideal for firm leaders, project managers, accountants, operations professionals, and Unanet AE users looking to learn from a successful real-world implementation and apply proven best practices within their own organizations.