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.

    Security
    Menu Functions and Beyond.

     

    Unit4 Business World

    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: 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.

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

     

    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.

    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 (13:30 PM – 14:30 PM)

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

     

    Session 2 (14:45 PM – 15:45 PM)

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

    Unit4 Financials: Archiving Financials Transactions
    Learn about this built-in technology that allows users to remove chunks of data in a controlled manner, and leave with the knowledge you need to build and start your archiving strategy.

     

    Session 3 (16:00 PM – 17:00 PM)

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

    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.

    Unit4 Financials: Workflow Customization
    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. Custom fields, custom text, passthrough approval, approval reminders…

     

    Session 5 (11:00 AM – 12:00 PM)

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

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

     

    Session 6 (12:30 PM – 13:30 PM)

    Unit4 Financials: Roadmap to the Future
    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 
    Brief on V14 technical enhancements  Show v14’s server side and go over the big steps of an upgrade and 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 (13:30 PM – 14:30 PM)

    Unit4 Business World:Reporting - Balance Tables
    Hands-on Session
    An overview of balance tables. How to create balance tables and why they can be used for reporting purposes.

    Unit4 Business World: Technical - Copying/Setting up a New Environment
    A demonstration outlining the steps to update an existing Business World environment with a fresh database copy and setting up a new environment..

    Unit4 Business World: Workflow in Business World Finance
    We all know workflow can help your business manage approvals. Learn how to enhance it to facilitate controls for your financial processes.

    Unit4 Business World: Payroll Dashboard  
    TBD. 

     

    Session 2 (14:45 PM – 15:45 PM)

    Unit4 Business World: Reporting - Information Browser
    Hands-on Session
    The information borwser can be used to create reports from the web and this session will go through the process of creating and running these reports..

    Using Unit4 Business World Procurement & Workflow to Track Multi-Client Funding Requests
    Presented by Heifer International
    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
    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
    TBD.

     

    Session 3 (16:00 PM – 17:00 PM)

    Unit4 Business World: Reporting - Report Output Management
    Hands-on Session
    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.

    Unit4 Business World: Technical - Installing Updates and Experience Packs
    A demonstration of the process to install updates and experience packs within Business World.

    Unit4 Business World: Travel and Expenses
    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
    TBD. 

    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 standad for writing reports and we will take a look at how to convert an existing Excel report to the RERX format.

    Unit4 Business World: Reporting - Reporting Tips
    Creating custom reports is a complex task. This session will take a look at some functionality that is not used all that often for reporting but can be quite helpful for some reports.

    Unit4 Business World: Forms and Flexi-Fields
    Leverage Flexi-Fields and Forms in Business World  to capture in and review information in one system.

    Unit4 Business World: Project Planner and People Planner
    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
    Business World has many different reporting options and dashboards are a way to combine several reports into one quick and easy to read page.

    Unit4 Business World: Implementing EDI Invoicing for Unit4
    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 for our implementation.

    Unit4 Business World: Improve Your Daily Work with Portfolios and Workspaces
    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 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 how they are setup.

    Unit4 Business World: Overview of Modeler
    Modeler, building and viewing structures in UBW and using these structures in various functions like workflow / datacontrol / browser and / access.

     

    Session 6 (12:30 PM – 13:30 PM)

    Unit4 Business World: Reporting - Report Parameters
    Parameters play a vital role when running any report within Business World. This session will look at different methods of using and getting the most out of customized report parameters.

    Unit4 Business World: Upgrade Factory
    TBD.

    Center of Excellence: Unit4 Business World Solution
    TBD.

  • 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 (13:30 PM – 14:30 PM)

    Sabre® CentralCommand™ powered by Unit4: CentralCommand Parsers
    Presented by Sabre
    Enhancements, and working together with Sabre to help stay current with all the GDS other than Sabre.

     

    Session 2 (14:45 PM – 15:45 PM)

    Sabre® CentralCommand™ powered by Unit4: Corporate Performance Management for Travel
    Presented by Unit4 and ServeVita
    Managing hotel, air, car contracts; Consolidation; Planning .

     

    Session 3 (16:00 PM – 17:00 PM)

    Sabre® CentralCommand™ powered by Unit4: Roadmap/Round table discussion
    TBD.

    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
    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
    Using Workspaces, Analyzer, Information Browser to build KPI dashboards.

     

    Session 6 (12:30 PM – 13:30 PM)

    Sabre® CentralCommand™ powered by Unit4: Project Costing & Billing for Groups
    Presented by ServeVita
    Using 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 (13:30 PM – 14:30 PM)

    Unit4 Student Management: Application Evaluation
    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 (14:45 PM – 15:45 PM)

    Center of Excellence: The State of Higher Education
    TBD.

     

    Session 3 (16:00 PM – 17:00 PM)

    Unit4 Student Management: Implementing U4SM - Client Success Stories From the Trenches
    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
    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
    This session will focus on the configuration and uses of Grades and Assessments within Student Management.

     

    Session 6 (12:30 PM – 13:30 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 (13:30 PM – 14:30 PM)

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

    Center of Excellence: The State of Professional Services - Driving Operational Excellence
    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 (14:45 PM – 15:45 PM)

    Center of Excellence: The State of the Public Sector
    TBD.

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

     

    Session 3 (16:00 PM – 17:00 PM)

    Center of Excellence: The State of Corporate Performance Management in the Market & Unit4 prevero
    TBD.

    Center of Excellence: The State of the Not-for-Profit Industry
    TBD.

    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
    PSA Suite is fully embedded in Microsoft CRM. Learn how it can support organizations to win more business, execute profitable projects, improve utilization and bill with precision. .

    Center of Excellence: Unit4 solutions for the Public and Not-for-Profit Sectors
    TBD.

     

    Session 5 (11:00 AM – 12:00 PM)

    Streamlining and Standardizing Municipal Budget Planning with Unit4 prevero
    Presented by City of Port Moody
    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 Business World.

     

    Session 6 (12:30 PM – 13:30 PM)

    Cloud Security and Compliancy
    Why are security and compliancy important, whats Unit4 doing and what should you be doing.


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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