Steven SidgwickUnit 4 Practice

Manager

Dream - The Latest Capabilities

Maginus User Group September 2015

Agenda Dream 3.5 capabilities Dream roadmap

Dream 3.5• Available since July 2013, with 5 customer release builds• 50+ customers have taken 3.5 to date• Regular new organisations are using Dream

DREAM UP TO 3.5 DELIVERABLES – FUNCTIONALITY

• Multiple company postings• Multiple period postings• Company Indexes on Balance Analysis Report • Aged analysis report- improved features• Reporting wildcards• Improved UDI functionality – calculation engine• Custom column look up definitions• Ledger security for payments details• User types• Connection manager user access control• License details held within the database• Document detail modified information available

DREAM UP TO 3.5 DELIVERABLES – ‘UNDER THE BONNET’

• “New Dream Client”New software Framework (Foundation)New API (Application Programming Interface)Better Error Handling

• Supports New Web Services• Support Process based architecture• Support for UNIT4 Mobile Task App (remote Document/Order

Approval/Rejection) • Technical compatibility – MS Windows and Office, Oracle and SQL

• Why Upgrade?• Technical considerations• Application considerations• Planning the event• Performing

• Like for Like• New Features & Functions

UPGRADING

Stage 1•Planning and scoping session

Stage 2•Test upgrade

Stage 3•Training on new features

Process testing and UAT sign off

Stage 5•Live upgrade

DREAM 3.5

DEMONSTRATIONVersion 3.5

DREAM HIGH LEVEL ROADMAP

DREAM ROADMAP – OUR MISSION

• Our development plans for 2015-2017 for UNIT4 Dream are guided by a clear, powerful business vision and are focused on delivery against key “drivers”.

• UNIT4 aspires to be “The world’s leading people-centric enterprise software company for the service industries”, helping organisations to embrace change – independently and in the most simple, quick and cost-effective way.

DREAM ROADMAP – KEY DRIVERS

• Supporting constant change • Providing a superior user experience • Delivering deployment agility

• For Dream, integration and interoperability is a key requirement, so our future development is extending the capabilities to integrate Dream with other systems in a secure and reliable way, by taking advantage of the unique Link architecture and the interoperability provided by the comprehensive web services and API capabilities that already exist.

Dream 3.6 (H2 2015)• Version 3.6 (H2 2015) • This release will deliver the ability for customer/user to create their own

customised menus (with the appropriate security) through a Menu Designer. Processes that will be available with some shipped default Forms will be Audit Functions and a selection of Masters.

• As a minimum, this version will deliver the following components: Menu/Toolbar Designer Masters in the “new” User Interface A Masters Maintenance Process (similar to the Audit Manager

Process) Process Security (akin to Menu Security) Nominals and Accounts delivered as a minimum, but possibly other

Masters functions also Shipped at release with some default Forms as no Forms designer will

exist at this point (see Version 3.7) As they are XML, UNIT4 R&D or UNIT4 Consulting could customise incremental Forms if required

Dream 3.7 (H1 2017)• This release will deliver the ability for customer/users to create their own

customised Forms for execution from the previously customised menus. The Forms will benefit from the ability to execute a Dream process or processes as they become available in each release.

• As a minimum, this version will support the Form execution of processes for Audit Manager, Masters (minimum Nominals and Accounts), Document Input. This release will also see the capability of executing DreamReporter reports from within the new customisable menu system.

• As a minimum, this version will deliver the following components: Forms Designer Process Generator (allowing process design – i.e. the joining of process components etc.) Document Input in “new” User Interface and available to “customised” Forms

• DreamReporter integrated in to “new” User Interface (and available within customised menus)

Questions?????