Contents
Introduction 4
Agenda 5
Unit4 Financials V13 6
Millennium Consulting 7
Flexi-Fields 8
Analyser 9
Differentia/Qlik 10
Adra Match 12
Unit4 Financials V14 13
Proactis 16
Upgrade case study 18
MillSoft B2C 19
Cognos 20
User Support 21
Who’s Who 22
Networking 23
Notes 24
Events 27
Welcome to the Millennium Consulting
Unit4 Financials Conference 2016!
Sponsored by: Unit4, Proactis, Adra and Differentia
Presentations by Millennium and the event sponsors will cover all the
benefits and new features of Unit4 Financials V13, the upgrade process,
upgrade case studies, the Unit4 roadmap, a look at Coda V14 and the
latest 3rd party automation products that complement your Coda system.
Presentations will take place in the Durham Street Auditorium Theatre. The
theatre has been built on the last remaining stretch of 18th century
cobbled roadway, part of a tunnel beneath the House leading down to
the River Thames. Sponsor stands, refreshments and lunch will be located in
the Vaults below and there will be networking opportunities during the
breaks and lunch.
We wish you an enjoyable and beneficial day.
Agenda
09:00 - 09:40 Registration
09:40 - 09:45 Conference Introduction
09:45 - 10:30 Unit4 Financials Version 13
10:30 - 11:00 Morning Break
11:00 - 11:15 Unit4 Financials Flexi-Fields
11:15 - 11:30 Unit4 Financials Analyzer
11:30 - 11:45 Qlik Solutions
11:45 - 12:05 Adra Auto Transaction Matching
12:05 - 13:00 Lunch
13:00 - 13:40 Unit4 Financials Version 14
13:40- 14:00 PROACTIS AP Automation
14:00 - 14:30 Afternoon Break
14:30 - 15:00 V13 Upgrade Case Study
15:00 - 15:20 IBM Cognos Update
15:20 - 15:30 Q&A
15:30 - 1700 Networking
UNIT4 FINANCIALS VERSION 13
Phil Jacobs - Millennium Client Director
Phil Jacobs and Millennium’s Principal
Consultant Phil Leaf, will be presenting
an overview of the latest functionality
within the Unit4 Financials (formerly
Coda Financials) Version 13 suite,
and the benefits of upgrading
09:45 - 10:30
PROJECT CONSULTANCY
Systems Review
Strategy
Design
BPR
Implementations
Upgrades
Development
Optimisation
Automation
Programming
Testing
Training
USER SUPPORT DESK
Complements UNIT4
Maintenance
5 days a week, 9
hours a day
Direct access to
experts
Technical and
Application Support
Remote dial-in
consultancy
Online Portal
Bespoke Packages
RESOURCING
Interim & Perm
IT Directors
Finance Directors
CTOs, CFOs, CIOs
Systems SME’s
Solutions Architects
Programme Mgmt
Project Managers
Business Analysts
Programmers
Trainers
Systems Support
Established over 20 years ago, in an era preceding the internet, Millennium is a
global market leading Consultancy Services and Resourcing Company, and
approved UNIT4 Consulting Partner.
IIrrespective of your location, Millennium Consulting can deliver a complete
finance transformation solution for you. Millennium’s consultants are amongst the
world's most experienced Unit4 Financials/CODA professionals and are experts in
implementing and Managing Change across all industry sectors. They combine
deep technical knowledge, commercial understanding and have an impressive
track record of successfully delivering projects on time and within budget
www.millennium-coda.co.uk
+44 (0) 845 604 4262
Phil Leaf – Millennium Principal Consultant Phil will discuss how the new Flexi-fields
functionality introduced in v13 will enable
organisations to enrich their operational
understanding through providing extra
analysis and more detailed reporting. Using
the context of a project as an example, Phil
will demonstrate how Flexi-fields could be
used to give organisations more insights on
any projects currently in progress within their
business so empowering their management
team to implement operational changes in
time to make a positive impact
UNIT4 FINANCIALS FLEXI-FIELDS
11:00 -11:15
Dave Callanan - Millennium Support Desk Manager Make simple work of the complex reports
process with Unit4 Analyzer, a browser-
based tool that allows you to produce
accurate, customized, and graphically
illuminating reports in record time.
Use Analyzer's in-memory analysis to search
all your Unit4 Financials data in minutes –
including spreadsheets, departmental
databases, and even external information
sources.
Produce impressive graphics with the
interactive visualization tools. Spot patterns,
anomalies, and opportunities more easily
than before.
Create and save different filter sets for
a range of targeted reports. Share the
output with colleagues and stakeholders
and ensure everyone is on the same page
11:15 - 11:30
ENHANCE REPORTING WITH ANALYZER
QLIK SOLUTIONS FOR UNIT4 FINANCIALS
Tim Mears - Differentia Business Development Manager
Tim will be announcing the exciting new
collaboration between Millennium and
Differentia to deliver game changing
Reporting and Business Analytics solutions to
Unit4 Financials (Coda) customers.
Based upon market-leading Qlik products
with templated dashboards specifically
developed by Differentia for your users,
the issue of not having centralised,
accessible information, quickly and
accurately is addressed.
With Qlik seamlessly integrated into a Unit4
Financials environment, problems previously
associated with complicated and complex
financials systems are completely avoided.
11:30 -11:45
Qlik Solutions for Unit4 Financials Unit4 Financials users suffer from not having quick and accurate centralised, accessible information. Problems previously associated with complicated and complex Unit4 Financials systems are completely overridden with the implementation of Qlik. Qlik can be seamlessly integrated into the Unit4 Financials environment and customers augment the business value of their data with the speed and power of Qlik Sense or QlikView, benefitting more employees and collaborating business partners. As a company that uses Unit4 Financials you need to consider the following questions: 1. Do you have a management dashboard that is constantly updating? 2. Can you easily see what is happening in all parts of your business? If the answer to the above questions is no, then consider the next two questions: 1. Are you having trouble centralising information and ownership? 2. Would you like to create transparency across your company and encourage competitive spirit? If the answer to the above questions is yes, then you should consider Qlik. With Qlik the possibilities are limitless, information is accessible at the touch of a button, and is constantly updated. Qlik has fast track connectivity into Unit4 Financials, bringing focus and measurement tools at your fingertips. Qlik rapidly removes misunderstandings and the wasted effort of compiling complex and time consuming reports. Qlik is suitable for all levels of analytics within your company; high level down to base data. Qlik complements Unit4 Financials and can offer you a central reporting tool across the whole company that is easily and quickly implemented, allowing for more informed decisions to be made faster. Many Unit4 Financials customers in the UK alone use Qlik Sense and QlikView to report over their data. Often combining with data from other data sources including other instances of Unit4 Financials, Salesforce etc. See more at:
http://www.differentia.co/smarter.bi/solutions/smarter-u4f-for-coda-powered-by-qlik/
Andy Scott- Adra Alliance & Partner Director
Improving efficiency in Unit4 Financials with automated transaction
matching. If you spend too much finance time manually matching
transactions from Coda with transactions from other data sources,
then this session from Adra will be of great value.
For over 25 years, Adra has been helping finance offices to mitigate
the risks associated with manual processes, and helping significantly
improve efficiency through automation. The rules-based
transaction matching engine ACCOUNTS, automatically matches
transactions from different sources, leaving the finance team to focus
on the value-add of managing exceptions.
Andy will demonstrate how over 3,000 finance departments have
overcome the recognised shortfalls of their accounting solutions by
using ACCOUNTS.
AUTOMATED TRANSACTION MATCHING
11:45 -12:05
D
V
E
R
t
Craig Bassingthwaighte - Unit4 Unit4 Financials Product Manager
Craig will be providing an insight into the new features and benefits of the next
release of Unit4 Financials, version 14 and the future Unit4 roadmap.
13:00 -13:40
UNIT4 FINANCIALS VERSION 14
Tim Kirk - Proactis Channel Partner Manager
Many organisations find themselves today with
a slow, labour-intensive Accounts Payable
process, resulting in unnecessary high costs.
PROACTIS AP Automation dramatically reduces
the complexity and cost of your entire AP
function, from invoice receipt to payment
authorisation. It even opens up options for
revenue generation through supply chain
financing. In this session, we will explain how you
can replace your manual, paper-based AP
processes with streamlined systems, which work
seamlessly with Coda Financials for faster cycle
times, swifter payments and lower costs.
PROACTIS AP AUTOMATION
13:40 -14:00
V13 UPGRADE CASE STUDY
Marlon Markus - Millennium Senior Business Consultant
Marlon will be sharing his experiences from
the Unit4 Financials version 13 upgrade
projects he has worked on in the UK and
across Europe over the past year.
Marlon with run through the steps he took
to successfully upgrade the client to
version 13, the differences in the upgrade
process from previous versions and the
obstacles he encountered along the way
and how they were resolved.
14:30 - 15:00
Many organisations currently reconcile their bank statements manually and also
manually post electronic cash receipts. Designed to automate and improve the
overall bank reconciliation and statement processing in Unit4 Financials, MillSoft
B2C Clients can gain significant efficiencies and free up internal resources.
Do you currently post electronic cash receipts such as BACS and CHAPS
manually to Coda from bank statements?
Do you manually maintain a cash book in MS Excel and manually reconcile
bank statements to Coda?
If the answer is yes then MillSoft B2C can help automate these processes saving
you time and money.
Most organisations now pay electronically using either BACS or CHAPS. The
electronic bank statement may include information that helps identify which
customer a particular receipt is from, which your cashier then needs to try and
decipher in order to find the correct Coda sales ledger account.
Through the clever use of search keys, B2C, can identify key words on the bank
statement and translate them into a suitable code that allows that transaction
to be successfully auto-posted into Unit4 Financials. The cash book and sales
ledgers can therefore be automatically updated with the electronic receipt and
Unit4 Financials auto-background matching can then be used to match the
receipt to the correct invoice.
THE BENEFITS:
Introduces a technically advanced environment
Eliminates Manual intervention
Ensures financial data integrity
Reduces financial risk
Creates a controlled environment
Reconciles daily
Improves audit capability
Reduces manual processing
15:00 -15:20
Karl Mullins - Millennium Principal Cognos Consultant
Karl will be presenting the latest
functionality provided by the IBM
Cognos suite, the benefits of upgrading
and bespoke development options.
IBM Cognos
Complements your Unit4 support
agreement by giving you access to
consultants who can answer your “How
to” and Set-up/configuration questions
Support for you 9 hours a day, 5 days a
week, from an approved UNIT4 Coda
Financials consulting partner
Direct Access to experts, all with over 10
years of Coda consultancy experience
Application advice on “Best Practice”
accounting set-up, provided by our
qualified Coda Applications Support Staff
Technical support consultants can help
you with the performance, efficiency and
security of your system and help resolve
any technical issues you may face
Holiday, sickness and maternity leave
cover available
Administration services are available
either part-time or full-time, allowing you
to outsource as little, or as much as you
require
Remote dial-in consultancy, so our
support staff can assist you on your own
system in a matter of minutes
Training can be included in your support
package to ensure that your team can
operate the system as efficiently and
effectively as possible
Bespoke packages designed to fit your
budget and requirements to ensure you
remain operational at all times
Online portal for you to check the status
of your tickets and view your past issues
and resolutions
Regular reviews to ensure you are getting
the best out of your support package
Phil Jacobs
Millennium
Client Director
Phil Leaf
Business Process Re-Engineering
Procurement & Invoice Matching
Upgrades & Implementations
Stephen Northfield
MillSoft B2C
Data Migration
SQL Server
Marlon Markus
Unit4 Financials Upgrades
European Projects
SEPA
Phil Keet
History of Millennium Consulting
Strategic Change Management
Project Delivery
Craig Bass
Unit4
Unit4 Financials
Tim Kirk
Proactis
AP Automation & Invoice Capture
Ben Keep
Millennium
Consulting Director
Hamid Khendek
Bespoke Development
Technical Installations
Interfaces
Dave Callanan
Millennium User Support Desk
Unit4 Financials Analyser
CodaXL
Sandra Gray
Millennium Support Desk
Coda Projects
Workflow
Karl Mullins
BI Solutions
Cognos Upgrades
Cognos Development
Stephen King
Unit4 Financials Implementations
Fixed Assets
Automation/Process Improvements
Andy Scott
ADRA
Automated transaction matching
Tim Mears
Differentia
Qlik, Qlik Sense & QlikView