Winchester, SO23 7BT,
United Kingdom
Qgate
Qgate, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Qgate collaboration with software players such as UNIT4, Microsoft and empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Qgate | UNIT4 | Unit4 PSA Suite | Professional Services Automation | ERP Services and Operations |
| Qgate | Qlik | QlikView | Analytics and BI | Analytics and BI |
| Qgate | Microsoft | Microsoft Dynamics 365 CRM | CRM | CRM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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RAC | Insurance | 4035 | $885M | United Kingdom | UNIT4 | Unit4 PSA Suite | Professional Services Automation | 2017 |
In 2017, RAC implemented Unit4 PSA Suite with Qgate as the system integrator to address Professional Services Automation needs. The deployment focused on supporting project delivery and finance functions across the United Kingdom for an organization of approximately 4,035 employees and 885,000,000 in revenue, aligning project portfolio oversight with commercial billing processes.
Unit4 PSA Suite was configured to deliver core Professional Services Automation capabilities including project accounting, resource management, time and expense capture, billing and invoicing, and consolidated project reporting. Configuration work emphasized standardized project lifecycle workflows, role based access to project financials, and centralized cost and revenue tracking to improve visibility for delivery and finance teams.
Qgate led rollout governance and change activities, instituting intake and approval workflows, chargeability rules, and stakeholder training for project managers and finance users. The implementation aimed to maximise project impacts by standardizing controls and increasing transparency across project delivery and commercial operations, positioning Unit4 PSA Suite as the central system for professional services planning and execution.
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IMC Worldwide | Education | 500 | $212M | United Kingdom | UNIT4 | Unit4 PSA Suite | Professional Services Automation | 2017 |
In 2017, IMC Worldwide selected Unit4 PSA Suite to maximise project impacts. The program targeted IMC Worldwide’s project delivery and professional services management functions within its 500-employee education-focused organization, aligning a single application platform to support project-centric operations and financial control.
The deployment implemented Unit4 PSA Suite as a Professional Services Automation solution, configured to deliver core PSA capabilities including project accounting, resource planning, time and expense capture, billing and invoicing, and portfolio visibility. Configuration emphasized project financials and project-based billing workflows, with role-based screens and reporting to support delivery managers and finance users.
Qgate acted as the system integrator, leading configuration, testing, and phased rollout while establishing governance between project delivery and finance teams and providing training for operational adoption. The initiative was positioned to centralize project financial data and strengthen project impact measurement, with governance and workflow changes coordinated by Qgate and IMC Worldwide stakeholders to drive consistent project controls.
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ERA Group | Professional Services | 700 | $200M | United States | Microsoft | Microsoft Dynamics 365 CRM | CRM | 2022 |
In 2022, ERA Group implemented Microsoft Dynamics 365 CRM as its centralized CRM platform, addressing a complex global customer engagement footprint. The CRM deployment targeted rapid user adoption across more than 700 consultants and franchise operations spanning 35 plus countries, with an emphasis on multilingual onboarding and consistent process execution.
The implementation included extensive customization and new development to adapt Microsoft Dynamics 365 CRM to ERA Group’s industry consulting workflows, with configuration work focused on account and contact management, opportunity tracking, and tailored customer engagement processes. To accelerate adoption the program paired the CRM with a custom help portal and an integrated e-learning authoring platform, ClickLearn, enabling template-based training artifacts and multi-format documentation generation.
ERA Group engaged QGate as the SI/VAR for the project, executing a nine month program of development and data migration activities and integrating ClickLearn authoring outputs into the live CRM environment. Integrations emphasized tight operational linkage between Dynamics 365 customer engagement components and the ClickLearn training portal, supporting 24/7 access to guided assistance and pre-loaded translation capabilities for dozens of languages.
Governance and rollout prioritized a scalable, multilingual onboarding framework and reusable training templates to ensure compliance and consistent user practices across franchises. The program established centralized training assets and a custom help portal managed by global IT and local franchise coordinators to enable asynchronous learning across time zones and languages.
Outcomes documented by the project include easy onboarding, a customizable template-based system for compliance, support for 20 different languages, and training coverage across 35 countries, with ClickLearn providing video and documentation outputs to support 24/7 guided assistance. Microsoft Dynamics 365 CRM, paired with QGate delivered development and ClickLearn training, was the core technology stack used to operationalize these capabilities in the CRM category.
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Buyer Intent: Companies Evaluating Qgate Services
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