Smart Solutions

Smart Solutions

Improve accuracy & efficiency

Our Smart Solutions service has grown from a desire to provide our customers with packaged solutions that will deliver great results quickly without the expense of complex bespoke customisation. We have a set of pre-configured smart options that can be purchased for your implementation, with the aim to resolve minor but strategic issues in your organisation. With our Unit4 accredited team of developers we can develop apps, small customisations and reporting solutions to give your business the edge. Our Smart Solutions team will face any challenge to help you get your system working smarter for you.

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Optimisation Review & Data Integrity Check

This Embridge Smart Solution gives the organisation a holistic view over its data integrity and identifies important missing data structures.

It also reviews many aspects of systems administration to guide the systems admin team as to areas they should be checking on a regular basis. This ensures the smooth running of the system and monitors system changes, by highlighting alterations early enough to reduce issues. It reviews roles, users and connected resources; batch input maintenance along with projects still assigned to employees who have left. It reviews employee balances and many other pertinent aspects of system maintenance that are often overlooked.

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Smart Reporting - HR

Every month, HR teams across the world scrabble around trying to pull statistics and graphical presentations together for monthly board meetings.

Our HR reporting Smart Solution (tailored to each organisation, and representing the key metrics required) provides the HR department with summaries, statistics and graphs to analyse the business by gender, ethnicity, age, length of service, team, geographical location, office, line manager, skill set etc. all at the touch of a button. It takes the monthly and time consuming pain of extracting information from the system away from users and produces a report which can then be incorporated directly into the board report.

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Smart Reporting - Finance & Projects

Embridge have developed a suite of reports that allows your business leaders to have a holistic view of their business in a single Excel workbook.

It can be designed for project managers, cost centre managers or in theory any level of the organisation, and can analyse resourcing, leave bookings, timesheet analysis, profitability, debtors, purchase orders, cross entity/ cross business group working, by resources, utilisation, pipeline, retentions.

Our reporting solution can be tailored to each organisation to provide KPIs that result in decisions and provides your managers with the information they need at the touch of a button. We have even built some graphs into the pack for some customers to provide a graphical view of performance.

Purchase Card Masterfile Extension

Check that you have entered the correct number of characters for the relevant credit card.

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Exchange Rate Loader

Synchronise currency exchange rates directly into the Business World Solution, ensuring you are always using the latest rates available.

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Action Overview - Locking Fields

This solution allows organisations to lock certain fields on the action management screen to ensure that once saved, the original record cannot then be subsequently amended. It can only be added to, providing an audit trail of the history.

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GCON4 MFL

The Master File Loader provides an easy, fast and safe method of migrating huge volumes of data, forms or currency into U4BW. It enables bulk import, update and validate of master data, as well as associated relations and flexi-fields all in a single step.

The Master File Loader uses its own web services to migrate data and generates excel templates based on your current U4BW configurations.

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Forms Extension Pack

Extend the capacity of your forms, triggering additional actions or processes.

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Smart Appointment Creator

Our Smart Appointment tool allows U4 Business World to send appointments via email with an attachment which the user only has to open to accept the meeting.  This is then populated in the user’s calendar.

Let us take Employee reviews as a perfect example of how this works in reality; In the resource Masterfile there is a tab for employee reviews where they record the line manager and the schedule of reviews to be made.

Smart Appointment Creator will be used automatically to create the appointments in both the resource and his/her line manager calendar, sending the email message with the information required.

There are many other useful examples where this solution could be used to great effect based on U4BW data.

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VP10 Wingen Extension

Screen Extension on VP10 screen to auto-populate the “description – text” field with information from PO.

More information coming soon

Legacy Data Viewer

View and report on data from your legacy ERP solution

More information coming soon

Smart User Creator

This handy Smart Solution designed by Embridge Consulting allows administrators to create multiple users quickly and easily based on a clone technique.  If you are planning on introducing new users on mass for your web or self-service project then this tool saves you time avoiding the need to upload each user individually.  This Smart Solution is supplied with the upload CSV file template and is fully supported via our annual maintenance schedule.

Compatibility:

Unit4 Business World Milestone 5 (MS5), Optimized for Milestone 6 (M6), Milestone 7 (MS7) and once available Milestone 7.2 (MS7.2), Web and Desktop applications

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