Agenda

Unit4 Connect 2018 Sessions

  • Tuesday, October 16th

    (9:00 AM - 5:00 PM)
    Intensive Training Connect 2018 sessions

    Unit4 Financials

    The Basics
    Terms and concepts of the Financials application. 
    Beginner/Intermediate Users

    A session for new Users of the Financials application or a refresher on the Terms and Concepts.

    Security
    Menu Functions and Beyond.
    Advanced/Super Users 

    Security goes beyond the functional access to the application. This session will begin with the basics of Functional and User security. The session will continue with the attendees learning how to limit access to master and element records. Attendees will work with the workflow processes for transaction and the new in version 14 element approval.  Introduces the new/modified security features of version 14: Generic Browse in Role, Upload attachments, download formats and element responsibilities. The session will conclude with a review of the available security reports. Attendees must be familiar with the masters and processes of the Financials application.  There is no advance preparation required.

     

    Unit4 Business World

    Reporting: Advanced Report Writing (2-day) 
    A deeper look into the RESQL functionality and creating reports using Xtra.

    The intended audience is technical report developers with existing knowledge of report development in Business World.  Some level of technical knowledge will be necessary as we will be developing reports using SQL. The intended course outline is as follows:

    • Running and modifying standard reports
    • Understanding the report process
    • Become familiar with report engine composite files (.RERX)
    • Understand how to select data using SQL
    • Understand how to select data using browsers
    • Become familiar with Report Engine SQL (ReSQL) to collect data
    • Be able to use ReSQL to connect and manipulate data
    • Understand the basics of creating Xtra reports
    • How to get these reports to the end user
    • Grouping data, creating formulas, sub-totaling, inserting pictures and changing the physical properties of the controls on the report
    • Learning tips and tricks that make the task of creating a report less daunting and time-consuming.

    Reporting: Excelerator (2-day)
    An introduction to Excelerator and the creation of reports. How to create more advanced Excelerator reports and run the report as a server process within Business World.

    Excelerator is Business World’s Microsoft Excel-based add-on reporting tool that allows users to work in the familiar Excel environment while accessing Business World data structures. You can take full advantage of all the graphical formatting capabilities of this popular spreadsheet package and leverage your existing skills, while using real Business World data. Unlike traditional reporting methods – using spreadsheets that rely on formulas to check and re-check your calculations – Excelerator extracts data directly from the Business World tables, so time is not wasted producing inaccurate reports. If you have a good working knowledge of Excel and want a more sophisticated method of extracting data than a cut-and-paste scenario for report production, Excelerator can help!  This hands-on course will introduce you to the capabilities of Excelerator and show you how to use the intrinsic power of Microsoft Excel to re-format or perform further analysis of your Business World data. At the conclusion of this course, you will be able to produce basic reports such as Profit and Loss, balance sheet and more. 

    Users with a good working knowledge of Excel, including insertion of row/columns, formatting and formulas are welcome. Attendees are expected to familiarize themselves with the topic matter and are encouraged to bring any live examples, if possible, to discuss in class or (in the interest of time) to discuss with other users, trainers or on break.

    HR/Payroll: Flexi-Fields and Forms
    Still using paper-based forms?  Leverage Unit4 Business World Flexi-Fields and Forms to capture and review information in one system, and workflow the forms for approval and action.

    IntellAgent
    An overview of IntellAgent within Business World.

    HR/Payroll: Basic Payroll
    Get acquainted with the basic functionality of  Unit4 Business World Payroll.  You will learn about the Resource Masterfile, Position Administration, how to create payments and deductions, and process payroll.

     

    Unit4 CAMS

    Campus Analytics
    In this session, you will learn from industry leaders in Higher Education reporting and analytics. We will walk through the newly designed analytics engine from start to finish and demonstrate our new enhanced dashboards and reports. Hands-on Instruction will be given to the end user to create their own datasets, author elaborate visuals and dashboards to deliver value to their institution. We will publish these reports to the Campus Analytics Service to share and deploy these reports to mobile devices. (eMobileCampus)

    Wednesday, October 17th

    (9:00 AM - 5:00 PM)
    Intensive Training 2018 sessions

    Unit4 Financials

    New and Advanced Topics
    Beyond the Basics – Using the New and Advanced features / processes of Financials.
    Advanced Users

    Now that you understand the application basics of Financials, isn’t it time to step it up? 
    This full-day intensive training will cover the advanced topics of Element workflow, Table Link for element maintenance and Scheduled tasks. You’ll acquire the skills you need to implement these topics at once upon return to your organization. Attendees will also use Metadata dataviews/selectors/presenters to create Generic Browse reports, Browse Transactions, Aged Analysis and Diary processes. Session will also include building the Credit Management functions using the new features of version 14.

    Prerequisites:  Attendees must be familiar with the masters and processes of the Financials application.  There is no advance preparation required

    XL for Finance and Advanced Techniques
    Using VB with XL for Finance: You don’t need to be a Programmer!
    Advanced Users

    Using simple formulas and Visual Basic encoded macros can make your spreadsheets more user-friendly and dynamic. This course will impart basic VBA concepts that will teach users how to create macro enhanced spreadsheets and will cover innovative ways to interface the Excel add-on with Financials Financials. The goal for this class is to help participants become capable of designing their own macro-enabled spreadsheets that will improve performance and efficiency for the end user. 

    Attendees must be familiar with XL for Finance and the terms of the Financials application. Familiarity with Visual Basic would be helpful but is not required.  There is no advance preparation required.

     

    Unit4 Business World On!

    Reporting: Advanced Report Writing (2-day)
    A deeper look into the RESQL functionality and creating reports using Xtra.

    Reporting: Excelerator (2-day)
    How to create Excelerator reports and run the report as a server process within Business World.

    HR/Payroll: Employee Information
    Learn to use the Unit4 Business World  tools Communities, Timelines, Information pages, Dynamic Zoom and Collaborator to give power to your employees allow them to access important information by themselves, whilst reducing calls to your HR Team.

    The course is aimed customers who would like to learn how to create a centralised area to allow employees to take care of many different human resources-related and job-related tasks that would otherwise need to be completed by human resources personnel or management, thus hopefully help companies save labour hours and increase efficiency.

    Reporting: Balance Tables
    What are balance tables and how can they be used within Business World?

    HR/Payroll: Competences & Appraisals
    Learn to utilize Unit4 Business World to effectively focus on training needs as part of your employee’s personal development program and automatically record their achievements and competencies.  Learn to make the most of Unit4 Business World Appraisals to get the full picture of your employees’ skills and abilities, and identify opportunities for improvement.  Unit4 Business World can be designed to engage supervisors and staff in a meaningful two-way performance appraisal process using competency-based evaluation that is tailored to the needs of your organization.

     

    Unit4 CAMS Enterprise

    Advanced Reporting and Mass Data Operations
    Session will be broken up into two modules. The first module will cover how to use Microsoft SQL Server Reporting Service (SSRS) to make CAMS Enterprise reports. The second module will be using SSRS to build mass data update routines for CAMS Enterprise. The first module will cover CAMS Enterprise database relationships, common fields used, sample datasets, and how to allow end users to do custom reporting using SSRS. Also covered will be best practices for how to implement SSRS and a SSRS reporting structure. The second module will use lessons learned from module one to update data in CAMS. Sample datasets and recommendations for use will be covered. Both modules are offered in the same day. (3D Technologies)

  • Thursday, October 18th

    60 min breakout sessions: Unit4 Financials
    Unit4 Financlais Connect 2018 sessions

    Center of Excellence Welcome Sessions (11:00 AM – 11:30 AM & 11:30 AM – 12:00 PM)

    Unit4 Financials

    Professional Services  

    Public Sector

    Not-for-Profit

    Higher Education

    Unit4 Cloud

    Unit4 prevero
     

    Session 1 (1:30 PM – 2:30 PM)

    Unit4 Financials: Center of Excellence
    The state of the Financial Management market & Unit4 Financials.

    An update on the value framework for Unit4 Financials—looking at the complete
    offering and the business results we are driving and how they are being underpinned all the way from technology platform, product portfolio capabilities, packaged best practice in the shape of value accelerators, delivery methodologies, and KPIs to measure the results.

     

    Session 2 (2:45 PM – 3:45 PM)

    Unit4 Financials: Let's Build a Ledger! 
    Hands-on session
    By combining formats, reporting can be expanded using XL for Finance.
    Intermediate Users

    A common reporting request is a traditional general ledger. By combining report formats
    using XL for Finance, this report can be produced from Financials. Attendees will use
    the latest version of XL for Finance to build this interactive report. This is a hands-on session
    in which attendees will build all components of the Ledger Report including using balance
    and details functions to build a “traditional” General Ledger and adding a Journal Loader
    that includes a link to Element Masters.

    Unit4 Financials: Archiving Financials Transactions

    Come to this session and leave with the knowledge you need to build and start your
    archiving strategy. This is built-in technology that allows users to remove chunks of data in
    a controlled manner.

     

    Session 3 (4:00 PM – 5:00 PM)

    Unit4 Financials: Element Workflow 
    Authorize adds and/or updates to Element masters.
    Super Users

    A frequent audit issue relates to controls on adding or changing element masters, especially Vendor masters.  Previously this was addressed using Control Manager (adds) or Audit Trail (history). Attendees must be familiar with the masters and processes of the Financials application. There is no advance preparation required.

    Unit4 Financials: Strategic Procurement - It's Not Just Buying Toilet Paper Anymore
    Presented by SpendRight
    Explore key elements of strategic procurement and how to maximize value in your organization.

    Friday, October 19th

    60 min breakout sessions: Unit4 Financials
    Unit4 Financlais Connect 2018 sessions

    Session 4 (9:30 AM – 10:30 AM)

    Unit4 Financials: I'm a Financials User – I think.
    Refresher on terms and concepts of Financials.

    An open session that will address questions submitted by attendees and will include a
    refresher on terms and concepts of Financials. Receive answers to frequent issues. Opportunity to hear solutions devised by other Users.

    Unit4 Financials: Workflow Customization
    Any User Level

    This session will discuss what workflow is, how it works, and how to make it your own
    with simple customizations, or go further in customization to tailor it to your needs.
    The session will review custom fields, custom text, passthrough approval, and approval reminders.

     

    Session 5 (11:00 AM – 12:00 PM)

    Unit4 Financials: Financials at the Dealer
    Terms and concepts of Financials for CAT Dealers.
    Any User Level 

    This session will review some terms and concepts of Financials for CAT Dealers. It will also be an open session that will address questions submitted by attendees.

     

    Unit4 Financials: Tips and Tricks for the Beginning Procurement User
    Presented by SpendRight
    Any User Level
    Shortcuts and tips in procurement.

     

    Session 6 (12:30 PM – 1:30 PM)

    Unit4 Financials: Roadmap to the Future
    Any User Level
    Investment continues in Unit4 Financials to meet the objective of ensuring Financials is the obvious choice for a stand-alone Financial Management System.

    Unit4 Financials: V14 Technical 
    Any User Level
    This session will provide a brief on V14 technical enhancements. We will also show v14’s server side and go over the big steps of an upgrade. The session will
     finish with a Q&A on technical topics.

  • Thursday, October 18th

    60 min breakout sessions for Unit4 Business World
    Unit4 Business World Connect 2018 sessions

    Center of Excellence Welcome Sessions (11:00 AM – 11:30 AM & 11:30 AM – 12:00 PM)

    Professional Services  

    Unit4 Business World

    Public Sector

    Not-for-Profit

    Higher Education

    Travel

    Unit4 Cloud

    Unit4 Prevero

     

    Session 1 (1:30 PM – 2:30 PM)

    Unit4 Business World: Reporting - Balance Tables
    Hands-on Session
    Beginning Users
    During this session, we will look at what balance tables are used for, how to create balance tables and the process by which data enters the balance tables. We will also discuss various configuration options that are available for balance tables.

    Unit4 Business World: Technical - Copying/Setting up a New Environment
    Technical users with some knowledge of databases and Management Console
    A demonstration outlining the steps to update an existing Business World environment or set up a new one with a fresh database copy.

    This session provides an overview of taking a copy of an existing Business World environment and using it to create a new one or update an existing one. Topics include:
    Platform prerequisites, preparation, and environment set-up. Recommendations in order to best prepare for a new environment, lessons-learned, best practices, discussion on common obstacles and challenges, and strategies for resolution.

    Unit4 Business World: Workflow in Business World Finance
    Intermediate/ Super User, CFO
    Hands-on Session

    We all know workflow can help your business manage approvals. Learn how to enhance it to facilitate controls for your financial processes. This course will help you improve efficiency by delivering tasks on the mobile app.

    Unit4 Business World: Payroll Dashboard  
    Any User Level

    Discover how using Unit4 Payroll Dashboard can streamline payroll processing.

     

    Session 2 (2:45 PM – 3:45 PM)

    Unit4 Business World: Reporting - Information Browser
    Hands-on Session
    Beginner/End User with previous knowledge of Browser
    The information browser can be used to create reports from the web and this session will go through the process of creating and running these reports.

    Learn the basics of Information Browser to enable you to wow your fellow co-workers on how easy it is for the casual user to make their own web-based reports, tailored to their specific needs. Information Browser allows you to create and view real-time reports using data contained in predefined reporting objects. These objects contain data dedicated to specific product areas. For example, an employee object will contain all the necessary data to create a report on Employee information, relations, addresses etc. This is a hands-on course which will allow you to understand the basics of what can be done with the tool as well as become familiar with the interface.

    Using Unit4 Business World Procurement & Workflow to Track Multi-Client Funding Requests
    Presented by Heifer International
    Any User Level
    Each of Heifer’s offices, located internationally, routinely request funds from Headquarters for operational and programmatic work. The requests came in forms of emails, fax requests, and paper forms that required manual distribution and original signatures. Heifer looked to U4BW Procurement module to automate and streamline the current process and increase visibility.

    Unit4 Business World: Revenue Recognition with PCB
    Super User / End User

    ASC606 / IFRS 15 require organizations to follow certain rules to recognize their project revenue. This session will show how the new module Revenue Recognition is setup and work.

    Center of Excellence on the State of Unit4 Business World

    This session will look at our complete offering and the business results we are
    driving and how they are being underpinned all the way from the technology platform, product portfolio capabilities, packaged best practice in the shape of value accelerators, delivery methodologies and KPIs to measure the results.

     

    Session 3 (4:00 PM – 5:00 PM)

    Unit4 Business World: Reporting - Report Output Management
    Hands-on Session
    Intermediate / Super Users with knowledge of report writing
    Business World offers different methods to handle report output. This session will demonstrate how to use the report output management screen to control the output of standard and customized reports.

    Report Output Management… did you know there is a screen for this?  No longer do you have to add all the parameters by hand! Yes, it has been around for a while - but many people still aren’t aware! Discover what is available to you for your reports including emailing report output, using document archive and splitting documents to file. Learn about the different parameters available – documented and undocumented ones!

    Unit4 Business World: Technical - Installing Updates and Experience Packs
    Beginning Technical Users

    Keeping up to date with the most recent updates and experience packs is a key part of using Business World. In this session, we will walk through the update process and steps for installing experience packs including where to find the latest packages and how to lessen the impact on users.

    Unit4 Business World: Travel and Expenses
    Super User / End User / CFO

    Find out how the integrated Travel and Expenses module can help you enter, track and pay your employees' expenses quickly and efficiently. Find out how the mobile app can be used to save receipts on the move, and how it can automatically recognize and capture data directly from the receipt itself.

    Unit4 Business World: Information Browser Reporting for HR and Payroll
    Any User Level

    Discover the ease and flexibility of reporting on HR and Payroll data using the Information Browser Reporting. This flexible functionality will provide you with increased information value through easy report creation and efficient distribution.

    Friday, October 19th

    60 min breakout sessions for Unit4 Business World
    Unit4 Business World Connect 2018 sessions

    Session 4 (9:30 AM – 10:30 AM)

    Unit4 Business World: Reporting - Convert Reports to RERX from Excel
    RERX is the new standard for writing reports and we will take a look at how to convert an existing Excelerator report to the RERX format.
    Advanced/Super User

    In this session you will learn how to take an existing Excelerator report built in earlier versions of Unit4 Report Engine, and convert it to a RERX report in order to take advantage of 64-bit reporting queues and additional components available in the new format.

    Unit4 Business World: Reporting - Reporting Tips
    Intermediate / Super Users with report writing knowledge

    This session will highlight some tips and tricks for UBW Reporting to help make your work
    life easier. In this session, we will review nice to know and need to know for browsers,
    browsers to excel, server processes and report variants, relations etc.

    Unit4 Business World: Forms and Flexi-Fields
    Super Users

    In this session, we will look at how you can leverage Flexi-Fields and Forms in Business World to capture and review information in one system.

    Unit4 Business World: Project Planner and People Planner
    Super User / End User / CFO

    See how your Project Costing and Billing can be extended to incorporate fully integrated PCB-level project planning tools. Learn how the integration of PCB and HR allow searches and streamlined allocation of resources, right through to timesheet entry.

     

    Session 5 (11:00 AM – 12:00 PM)

    Unit4 Business World: Reporting - Dashboards
    Beginner / End User
    Business World has many different reporting options and dashboards are a way to combine several reports into one quick and easy-to-read page.

    Learn how you can view the results of enquiries in a graphical format using Charts and Graphs, drill down to detail in Browsers, and create Dashboards using Information Pages.

    Unit4 Business World: Implementing EDI Invoicing for Unit4
    Any User Level

    Learn how Canalta Family of Companies Implemented Electronic Data Interchange (EDI) with UNIT4 and saved the company an estimated 1000 hours per year of tedious data entry for Incoming invoices. Canalta owns and operates 44 Hotels under 5 different brands, 45 A&Ws and 15 Boston Pizza’s across western Canada and required a way to lower the administrative costs of their properties and sustain these costs throughout future growth. EDI 810 is an international standardized format used between trading partners. This standardized format helps Canalta accurately and consistently automate the data entry of Incoming Invoices where workflow then
    passes the invoice to the appropriate managers for approval. Learn about the challenges we faced, software required, customizations, and the steps involved in our implementation.

    Unit4 Business World: Improve Your Daily Work with Portfolios and Workspaces
    End User / Super User
    Portfolios / Workspaces are a new method to build dashboards, showing KPIs and alerts.

    Users can link screens and inquiries to have all relevant information in one place. Examples of portfolios demonstrated will be for Project, Vendor, Customer and employees. Attendees can see who portfolios are used and will also get a very high-level overview of how they are set up.

    Unit4 Business World: Overview of Modeler
    Super User
    In this session, we will provide an overview of Modeler, building and viewing structures in UBW and using these structures in various functions like workflow, data control, browser and access.

     

    Session 6 (12:30 PM – 1:30 PM)

    Unit4 Business World: Reporting - Report Parameters
    Intermediate/ Super Users

    Report parameters are an important part of every report as they allow users to control the information that is going to be presented. This session will look at some of the options that are available when using parameters to optimize your reporting efficiency and providing flexibility for users.

    Unit4 Business World: Upgrade Factory
    Any User Level

    With UBW 7.2 available, Unit4 aims to stabilize our UBW releases and make them technically
    swiftly upgradeable. For UBW customers on M7 it means that as soon as a new version is
    available, the technical upgrade complexity and duration is simplified. This has increased
    the interest for upgrade, so an upgrade factory is defined as part of our global delivery
    center with specific international local teams capable of delivering upgrades around the
    world in a more standardized and repetitive way. The functional existing complexity of each
    installation will determine the overall upgrade complexity and duration.

    Center of Excellence: Unit4 Business World Solution
    Any User Level

    An update on the value framework for Unit4 Business World and our view of the ERP
    market; looking at the complete offering and the business results we are driving
    and how they are being underpinned all the way from the technology platform, product
    portfolio capabilities, packaged best practice in the shape of value accelerators, delivery
    methodologies and KPIs to measure the results.

  • Thursday, October 18th

    60 min breakout sessions
    Sabre CentralCommand Connect 2018 sessions

    Center of Excellence Welcome Sessions (11:00 AM – 11:30 AM & 11:30 AM – 12:00 PM)

    Unit4 Business World

    Travel

    Unit4 Cloud

    Unit4 prevero

     

    Session 1 (1:30 PM – 2:30 PM)

    Sabre® CentralCommand™ powered by Unit4: CentralCommand Parsers
    Presented by Sabre
    Any User Level
    In this session, you will learn about enhancements, and working together with Sabre to help stay current with all the GDS other than Sabre.

     

    Session 2 (2:45 PM – 3:45 PM)

    Sabre® CentralCommand™ powered by Unit4: Corporate Performance Management for Travel
    Presented by Unit4 and ServeVita
    Any User Level
    In this session, you will learn about managing hotel, air, car contracts; Consolidation; Planning.

     

    Session 3 (4:00 PM – 5:00 PM)

    Sabre® CentralCommand™ powered by Unit4: Roadmap/Roundtable discussion
    Any User Level
    In this session, you will learn about CentralCommand Roadmap and how to use
    Unit4 Ideas and Unit4 Ideas “live vote.” This session will include a roundtable discussion.

    Friday, October 19th

    60 min breakout sessions
    Sabre CentralCommand Connect 2018 sessions

    Session 4 (9:30 AM – 10:30 AM)

    Sabre® CentralCommand™ powered by Unit4: Travel Reset - Review of Enhancements from CentralCommand 553 to Milestone 7
    Presented by Unit4 and ServeVita
    Any User Level
    In this session, you will learn about CentralCommand enhancements from 553 to Milestone 7; Credit card processing integration for CentralCommand; Additional modules available Unit4 Business World.

     

    Session 5 (11:00 AM – 12:00 PM)

    Sabre® CentralCommand™ powered by Unit4: Reporting on Your Travel Data-Building KPI Using the Web
    Any User Level
    In this session, you will learn about using Workspaces, Analyzer, Information Browser to build KPI dashboards.

     

    Session 6 (12:30 PM – 1:30 PM)

    Sabre® CentralCommand™ powered by Unit4: Project Costing & Billing for Groups
    Presented by ServeVita
    Any User Level
    In this session, you will learn how to use Unit4 PC&B modules for groups, meetings & incentive.

  • Thursday, October 18thth

    60 min breakout sessions
    Unit4 Student Management Connect 2018 sessions

    Center of Excellence Welcome Sessions (11:00 AM – 11:30 AM & 11:30 AM – 12:00 PM)

    Unit4 Business World

    Higher Education

    Unit4 Cloud

    Unit4 prevero

     

    Session 1 (1:30 PM – 2:30 PM)

    Unit4 Student Management: Application Evaluation
    Beginning Users
    Learn how to use Application Evaluation to help reviewers evaluate potential applicants.  A new Application Evaluation Setup screen enables you to create application evaluations for one or multiple admissions programs. You can create Application Evaluation Criteria that you can apply to multiple application evaluations, set Admissions Process Stage Attributes and specify which attributes of a stage you want reviewers to use for weighting purposes. The system can generate a ranked list of applicants grouped by program and period, or you can generate the rankings manually.  If you have any selective programs, this feature will make your reviewers lives easier and result in better quantitative ranking of applicants.

     

    Session 2 (2:45 PM – 3:45 PM)

    Center of Excellence: The State of Higher Education
    Any User Level

    Our view of the Higher Education market: illustrating trends, challenges, business drivers and the value we bring to market.

     

    Session 3 (4:00 PM – 5:00 PM)

    Unit4 Student Management: Implementing U4SM - Client Success Stories From the Trenches
    Beginning Users
    Are you thinking about moving from CAMS to U4SM?  Are you currently implementing U4SM at your institution?  Please join the U4SM Professional Services team and our first clients that have gone live during 2018 for a lessons-learned roundtable.  This roundtable will include discussions about U4SM services delivered to our clients and stories of preparation on the campuses leading up to and post go live with U4SM.  Recommended for prospective clients thinking about moving from CAMS to U4SM as well as the U4SM schools currently implementing the solution.

    Friday, October 19th

    60 min breakout sessions
    Unit4 Student Management 2018 sessions

    Session 4 (9:30 AM – 10:30 AM)

    Unit4 Student Management: Degree Audit and Module Blocks
    Beginning Users
    Every program has a Degree Audit that tells a student what they need to achieve in order to reach their academic goal.  In some programs, every student (or cohort) needs to follow the same path to that goal – for others there might be multiple routes.  Don’t just hand your students and advisors a Degree Audit and hope for the best.  Give them sure-fire paths to success, an academic plan built on Module Blocks.  This session will address how to build degree audits and module blocks and make them work together to keep students on track and free up advisor time for higher value interactions!

     

    Session 5 (11:00 AM – 12:00 PM)

    Unit4 Student Management: Managing Grades and Assessments within Student Management
    Any User Level
    This session will focus on the configuration and uses of Grades and Assessments within Student Management. Attendees in this session will see how portfolios are used and will also get a very high-level overview of how they are set up.

     

    Session 6 (12:30 PM – 1:30 PM)

    Center of Excellence: Unit4 Education Solutions Framework
    TBD.

  • Thursday, October 18th

    60 min breakout sessions
    Unit4 General Connect 2018 sessions

    Center of Excellence Welcome Sessions (11:00 AM – 11:30 AM & 11:30 AM – 12:00 PM)

    Unit4 Financials

    Professional Services  

    Unit4 Business World

    Public Sector

    Not-for-Profit

    Higher Education

    Travel

    Unit4 Cloud

    Unit4 prevero
     

    Session 1 (1:30 PM – 2:30 PM)

    The Unit4 Cloud Leveraging Microsoft Azure
    Intermediate Users
    Introduction into Unit4 Cloud and how that works on Microsoft Azure.

    Why has Unit4 chosen Microsoft not only as a cloud platform but also as a foundation for new solutions like Wanda and Identity Services? How does that help me as a customer and what innovations can I expect in near future? This session will give a heads up on where Unit4 is and will take you 12 months further down the road with a peek into upcoming innovations leveraging Microsoft Azure Services.

    Center of Excellence: The State of Professional Services - Driving Operational Excellence
    Any User Level
    Learn about the power of the Dynamics 365 business platform and how Unit4 is leveraging this platform with the PSA Suite to help our customers to Drive Operational Excellence.

     

    Session 2 (2:45 PM – 3:45 PM)

    Center of Excellence: The State of the Public Sector
    Any User Level

    This session will provide an overview of the Public Sector; illustrating trends, challenges, business drivers and the value we bring to market.

    Learnings and Preparations to Migrate to the Cloud
    Intermediate Users
    What choices need to be made and what can be expected when moving into the Unit4 Cloud.

    What do you need to know up front and prepare for when migrating into the cloud? What choices need to be made and what are the practical consequences of these choices? This session is about giving tangible, ready to use information about migrating into the cloud. 

    Session 3 (4:00 PM – 5:00 PM)

    Center of Excellence: The State of Corporate Performance Management in the Market & Unit4 Prevero
    Any User Level

    An update on the value framework for Unit4 Prevero and our view of the Corporate
    Performance management market; looking at the complete offering and the business
    results we are driving and how they are being underpinned all the way from technology
    platform, product portfolio capabilities, packaged best practice in the shape of value accelerators, delivery methodologies and KPIs to measure the results.

    Center of Excellence: The State of the Not-for-Profit Industry
    Any User Level

    This session will provide an overview of the Not-for-Profit sector; illustrating trends,
    challenges, business drivers and the value we bring to market.

    Friday, October 19th

    60 min breakout sessions
    Unit4 General Connect 2018 sessions

    Session 4 (9:30 AM – 10:30 AM)

    Center of Excellence: Unit4 PSA Suite Solution
    Any User Level
    Learn how PSA Suite, which is fully embedded in Microsoft CRM, can support organizations to win more business, execute profitable projects, improve utilization and bill with precision.

    An update on the value framework for Unit4 PSA Suite; looking at the complete offering and business results we are driving and how they are being underpinned all the way from technology platform, product portfolio capabilities, packaged best practice in the shape of value accelerators, delivery methodologies and KPIs to measure the results.

    Center of Excellence: Unit4 solutions for the Public Sectors
    Any User Level

    An update on the value framework for Unit4’s Public Sectors; looking at the complete
    offering and business results we are driving and how they are being underpinned all
    the way from technology platform, product portfolio capabilities, packaged best practice
    in the shape of value accelerators, delivery methodologies and KPIs to measure the results.

    Center of Excellence: Unit4 solutions for the Not-for-Profit Sector
    Any User Level

    An update on the value framework for the Not-for-Profit Sector, looking at the complete
    offering and business results we are driving and how they are being underpinned all
    the way from technology platform, product portfolio capabilities, packaged best practice
    in the shape of value accelerators, delivery methodologies and KPIs to measure the results.

     

    Session 5 (11:00 AM – 12:00 PM)

    Streamlining and Standardizing Municipal Budget Planning with Unit4 Prevero
    Presented by City of Port Moody
    Any User Level
    After years of budgeting and financial planning in excel, The City of Port Moody was looking for a better approach. The solution – Prevero, an integrated financial planning and business intelligence tool. Join us to learn how the City underwent their Prevero implementation and integrated financial planning with Unit4.

     

    Session 6 (12:30 PM – 1:30 PM)

    Cloud Security and Compliancy
    Intermediate Users

    How does Unit4 secure my data using Microsoft Azure? What are the differences between having data on-premises? These are the questions answered in this workshop. As privacy and security get more important by the day due to hackers trying to get into systems
    using ransomware, phishing and ways of gaining access… what do you as a company
    need to do and how is that arranged in the Unit4 cloud?


CPE Credits

Unit4 Business Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org

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