Unit4 business-world-on-new-in-spring17-edition-170412

What’s New
Business World On!
Spring 2017 Edition

Proprietary and Confidential
News and
enhancements
Unit4 Business World On!
10-Aug-17 Unit4 Business World On! - What's New - Spring 2017

Project 360 Workspace
NEW
MODULE
Adding value to your solution
• Single entry point for the Project Manager
• Project-centric user experience for the Project Manager
• Efficient project management and control
• Fast response to alerts
• Easy access to information supporting insight
• Fast access to project ‘tools’ for action
News
• Project portfolio – lists all projects you manage
• Alerts – highlighting project issues
• Project workspace – shows information about a single project.
• Tailorable dashboard KPI sections delivered, with default setup
• Tailorable links to existing project capabilities and functions,
with default setup
• Contextual actions passing project information to the receiving
linked screen

Performance Management Dashboards for PSO
NEW
DASHBOARDS
• Control and respond to risks and opportunities faster
• Gain immediate insight and understanding of
business performance
• Monitor at any level of the org. structure or other structures
• Benchmark performance across organizational units
• Take action with access to underlying metrics
• Simple and engaging UI
Enhancements
• Dashboards for WIP, Project Profitability, Utilization, Pipeline
• RAG-coded indicators for each metric supporting the drivers
• Multi-level views of metrics by org structure and
other structures
• Drill down to details

Field Service Mobile
• Increased operational efficiency reduces cost
• Improved ease of use with new user experience
• Industry specific value:
‐ Professional Services Organizations and Real Estate:
‐ Faster ‘Service-to-Cash’ cycle
‐ Improved invoice accuracy
‐ Higher Education and Public Sector: Generic benefits plus:
‐ Efficient maintenance extends asset life
‐ Reduced asset maintenance costs
Enhancements
• Record photos on mobile device
• Capturing ‘car stock usage’ on mobile device
• Income category (trade) on time transactions
• Save time and equipment transactions as Ready
• UX improvements based on usability studies and user feedback

Service Planner
• Improved ease of use, accuracy and efficiency
• Increased operational flexibility
• Improved utilization of Operatives
• Industry-specific value:
‐ Higher Education and Public Sector:
Enhancements
• Daily View
• Manage operatives across several service pools

Asset Inspections
• Use on any mobile device for full mobility
• Increased productivity with offline working
• Increased operational value with added measured values in addition to ‘Pass/Fail’
• Simple UX improves operational efficiency
• Industry-specific value:
‐ Professional Services Organizations and Real Estate:
‐ Faster ‘Service-to-Cash’ cycle
‐ Improved invoice accuracy
‐ Higher Education and Public Sector:
Enhancements
• Carry out the inspection on a mobile device
• Checklist templates for speed of scheduling
• Record the results of the inspection on a mobile device
• Sign off the inspection as complete
• Record measured values
• Capture customer for invoicable work
• Offline working

People Planner and Project Planner
• Improve visibility into future resource demand by
category of resource
• Save time when searching for resources that match
specific requirements, by using saved search views
• More efficient resource planning, which increases
utilization and therefore revenue
Enhancements
• Assign tasks by ‘category of resource’ rather than
assigning work to a specific, named resource by making
provisional category assignments
• Users can save the resource pool searches they make,
and the results of these saved searches can be accessed
quickly from the main People Planner screen
• Apply operators to resource pool selection criteria
• Better support for utilization reporting. It is now possible to
create reports of actual and forecasted utilization (based
on planned assignments)

Unit4 Research – Participant Costing
• Now the module can be used to cost almost any project
• Opens the door to other verticals using the module, such as NFP
• The product can be used for fixed price contracts or time and material contracts simply by using
fixed price Lists or time based Price Lists
• Huge improvements in flexibility
Enhancements
• Price Lists for activities undertaken by participants are costed
• Price Lists can be fixed price or based on the time used by the various roles involved in
delivering them
• Price Lists can be combined into Price List groups to enable mixing and matching of Price Lists
• Costings can be constructed using Price Lists alone or in conjunction with the current
methodology, based on salaries, facilities and equipment
• Introduced the concept of Events – such as a hospital visit where the frequency of each activity
within each Price List can be specified for each Event
• New overheads specific to the health sector have been introduced and are entirely
customer configurable

Dynamic Forms
• Less manual work
• Delegate work more easily
• Boost efficiency
• Reduce the need for manual entry
• Higher quality data
Enhancements
• Default data into a Form eliminating the need for
re-entry of existing data
• Dynamic layout of a Form so it exactly matches the
request for information
• Update the business data after approval, eliminating
the need for manual update of approved Form data

Dynamic Financial Forms for Non-financial Users
• Requests for financial transactions can
easily be initiated by non-financial users
(i.e. corrections or reversals)
• Improved ease of use, accuracy and efficiency
• Users don’t need to re-key information anymore
Enhancements
• Based on dynamic forms functionality in workflow:
‐ Easily generate, reverse and correct financial transactions
for GL, AP and AR
‐ Create customers and suppliers

Self-Driving Expenses
• Reduce cost and improve productivity, by reducing
employees’ time spent on the administrative task of
entering expenses, and thus enabling them to spend
more time on their profession
• Improve employee satisfaction, by taking the pain away
from claiming expenses
Enhancements
• Automatic expense item creation from receipt images
uploaded from the Unit4 Expenses App by utilizing the
Unit4 Receipt Recognition Service (URRS)
• Self-learning capabilities in URRS to improve accuracy by
utilizing user feedback on Expense predictions

Mass Changing of Credit Control Data
• Improved support for Credit Control process
• No additional manual entry needed
• Time savings in maintenance of open items
Enhancements
• Added section(window)option in the maintenance of
open items screen to change complaint-related data
and reminder level of selected open items
‐ Complaint date
‐ Complaint code
‐ Reminder level
• Access control of the section is managed via window
option functionality (de-activated by default)
• Option to connect the changes in the action overview

Document archive enhancements
• Intelligent organization
• Attractive user interface
• No more time wasted searching for documents
• More personalized user experience
• Increased compliancy
Enhancements
• Better-structured view on your documents
• Keep your preferred view of the document archive
• Display documents on separate screen
• Exclude the logged-on user from viewing
sensitive documents
• Grant access to document types for multiple roles

Workflow approval of user and role connections
• Better audit trail of menu access changes
• Less manual work & fewer errors, due to prepopulating
of form data and automated updates
• No more unauthorized access
• More efficient onboarding of new hires
Enhancements
• Prepopulated electronic form with user data and
corresponding roles
• Approval of changes to user data and role assignment
through our powerful workflow solution
• Automatic updates to the system after approval of the
proposed changes to a user and its roles’ connections

E-mail approval of workflow tasks
• Reduced response time to any workflow task
• Extend your means to approve workflow tasks
• Works in conjunction with the Tasks mobile app
and Task Management
• Eliminate missing deadlines and cash flow or
compliance issues
Enhancements
• Approve workflow tasks directly from your e-mail
• From any device and any location
• No need to log into the application
• Possibility to attach documents to the e-mail
• Makes use of existing e-mail alerts

Information Browser 2.0
• Providing one single starting point for reporting and
planning processes
• Enable easier and flexible access to business data
for more users
• Increase information value through easy report creation
and efficient distribution
• Increase governance, supporting central creation and
management of reporting content
Enhancements
• Efficient report creation on web, extended with strong
analysis capabilities:
‐ Charts and gauges
‐ Analyzer integration
• Richer report content delivered through:
‐ Support of structures
‐ Support of statistical expressions
• Better governance of all your companies’ operational
reporting requirements by introducing:
‐ Report maintenance screen

Multi Post Sick Pay
• Time savings in calculating sick pay for employees
• Cost savings from improved accuracy of payments with
no risk of overpaying employees or human error
• Highly specialized solution, specifically for the complex
and changing T&Cs experienced in the public sector and
Higher Education UK organizations
Enhancements
• Sick Pay calculations for employees with more than
concurrent position
• Create your own business rules to define sick
pay schemes, with rules based on many different
variables including length of service, rolling period
and entitlement bandings
• Link different schemes to different positions

Absence Entry Mobile App
• Know about absences and accidents as soon as they
happen, to manage the impact quickly
• Keep in touch with the absent employee
• Absence data is up to date and completely accurate
• Record absence data that matters to the organization
• Keep track of all absences, conversations, appointments,
documents, repeat absences and people involved
Enhancements
• Employees can:
‐ enter absence and accidents
‐ upload medical certificate
‐ extend absence
‐ close absence on their mobile phone

Webification of Financials
• Removes dependency on Smart Client
Enhancements
• The following financial screens are now available on web:
‐ Note portfolio enquiries
‐ Error transactions report batch import
‐ Import customers and suppliers
‐ Account Groups

Process designer for Web
• All the benefits of our powerful workflow engine
now on Web
• More efficient way to create and maintain workflow
process diagrams
• No need to rebuild existing workflow process definitions
Enhancements
• Create your workflow process diagrams on Web
• Intuitive interface and crisp layout
• Workflow processes are now easier to build, thanks to:
‐ the drag-and-drop functionality
‐ how process diagrams are created and maintained
• Automatic recognition of existing workflow processes

News and
enhancements
People Platform - Unit4 Labs

Digital Assistant / Bots
• Provides a framework for Unit4 developers to create
conversational user experiences
• Helps realize the ‘self-driving’, ‘augmented user’ and
‘No UI’ themes that Unit4 has been pursuing for years
• Specific use cases delivered to ensure market delivery
of bots in 2017, as promised publicly in early 2016
• APIs are useful for many purposes in addition to
Bot use cases (customization, data load/extract,
mobile apps, etc.)
Enhancements
• Bot Framework (Unit4 Internal)
• Bot use cases
‐ Project Risk and Forecast
‐ Time and location
‐ Invoice registration
• API Guideline compliant APIs, as required by
Bot use cases

Identity Services
• Allow people to use their corporate credentials when
authenticating with Unit4 applications
• Provide a single identity across all Unit4 applications that
make up a vertical solution
• Allow for automated user provisioning to avoid manual
user definition and update in all Unit4 applications in a
vertical solution
Enhancements
• Identity Services (federated authentication gateway)
• Identity Mapper (Unit4 Internal)
• User Provisioning

Extensions Kit
• Provide the ability to add new actions and triggers
to Unit4 solutions
• Declaratively connect new and standard capabilities
together (IFTTT style)
• Enables creation of custom self-driving solutions
• Upgrade and multi-tenant friendly, improving
security and reliability over existing extension
(customization) approaches
Enhancements
• Toolkit for authoring and deploying new capabilities
(extensions) as micro services
• Cloud-friendly extension hosting model (Unit4 Internal)

Message Hub
• Enable solutions, as well as solution parts (i.e. micro
services) to exchange data, events and commands in a
loosely coupled and independent manner
• Provides Unit4 developers an easy-to-use, reliable,
scalable message broker for both on-premises and
cloud-based solutions
• Enables a massive range of integration scenarios,
both within Unit4 solutions as well as with external
(non-Unit4) solutions
Enhancements
• Secure, scalable message broker (Unit4 Internal)
• Messaging SDK
• Adoption of Identity Services for authentication,
authorization and identity information
• Actor Model pattern support
• API endpoint for external integration purposes

People’s
potential will be
augmented
by self-driving
business
applications

Unit4 business-world-on-new-in-spring17-edition-170412

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