From Spreadsheets to Strategy:
How Unanet’s Partner Program Scaled with CoPort
Case Study: Rachel Collie, Unanet
Company
Unanet is an ERP and CRM platform serving government contractors and AEC firms, helping them streamline operations and drive efficiency.
Challenge
As a solo technology partner manager at Unanet, Rachel Collie was responsible for overseeing 90+ technology partnerships. But the more Unanet expanded its partnerships, the harder it became to manage everything using spreadsheets and generic project management tools.
Solution
CoPort provided an intuitive, purpose-built solution to track partner relationships, streamline workflows, and scale Unanet’s partner program without additional headcount.
“I needed a system that was actually designed for partnerships, not a workaround. CoPort helped me take control of my program and get time back.”
Managing 90+ Partners as a Team of One
Rachel Collie is a seasoned partnerships leader, responsible for building and scaling Unanet’s technology partner ecosystem. With integrations spanning multiple verticals—including federal government contractors and AEC firms—her role requires balancing strategy, partner enablement, and execution.
However, as the only technology partner manager, Rachel found herself stretched too thin.
Her biggest challenges included:
- Tracking dozens of partner relationships manually with spreadsheets and Monday.com
- Lack of a clear framework to filter out low-value partnerships
- Difficulty aligning with multiple business units, each with different priorities
- Too much time spent on administrative tasks instead of strategic initiatives
- The problem wasn’t just inefficiency—it was limiting Unanet’s ability to scale its partnerships effectively.
The Search for a Better System
Rachel had tried using CRM and project management tools, but they weren’t designed for partnerships.
CRM platforms focused on direct sales, not technology integrations and co-selling.
Monday.com was great for linear projects, but partnerships require parallel workflows for product integrations and go-to-market execution.
“Trying to make a sales CRM or a general project management tool work for partnerships felt like forcing a square peg into a round hole.”
She needed a partnership-specific system that could handle recruiting, onboarding, enablement, and ongoing partner tracking.
That's when she found CoPort.
Better Tools, Simpler Management
With CoPort, Rachel was able to ditch spreadsheets and disconnected tools and bring everything into one central hub for managing Unanet’s technology partnerships.
Here’s how CoPort transformed her approach:
Automated Partner Workflows – No more manually tracking onboarding and activation tasks. Everything was mapped out in repeatable, scalable workflows.
Strategic Partner Filtering – Using CoPort’s reporting, Rachel established clear criteria to prioritize high-value partners:
- Expanding Unanet’s offerings (e.g., payroll integrations)
- Joint customer need (partners with significant customer overlap)
Customizable Tracking & Reporting – Unlike rigid CRMs, CoPort let Rachel track partnerships the way she needed—including engagement, integration progress, and revenue impact.
Seamless Collaboration – Partnering with large tech companies like Workday and Procore became easier with CoPort’s shared visibility into partnership progress.
Saving Time & Scaling Smarter
The biggest impact of CoPort? Time saved.
Rachel eliminated 100+ manual tasks, freeing up valuable hours to focus on strategic initiatives instead of chasing spreadsheets.
Instead of spending nights updating partner reports, she could spend more time with her daughter—a priceless benefit for any busy professional.
More efficiency → Managing 125+ partners seamlessly
Stronger partnerships → Clearer criteria for engagement
Faster reporting → Instant visibility into partner impact
What Does Partnership Success Look Like?
For Rachel, successful partnerships mean scaling without burnout—and CoPort made that possible.
“CoPort isn’t just another tool—it’s a system that actually understands what partnership teams need,” she said. “It’s been a game-changer for managing everything in one place.”
By using purpose-built technology instead of forcing workarounds, Rachel was able to transform Unanet’s partner program while staying focused on what matters most.
Struggling with partnership management? CoPort can help.
Ditch the spreadsheets. Automate your workflows. Scale smarter.
Want to see how CoPort can help you manage your partner program more effectively?
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