Arribatec Group ASA · OSL:ARR
Arribatec Group ASA — UK User Day Presentations
82 slides from Arribatec Group ASA's investor presentation, 2023
Slide 1: Arribatec UK Unit4 User Day
Arribatec UK Unit4 User Day Demystifying the Cloud
Slide 2: Arribatec UK Unit4 User Day
Arribatec UK Unit4 User Day Demystifying the Cloud
Slide 3: Agenda - Morning
Agenda - Morning^ • 9:30 - Arrival • 10:00 - Welcome and introduction – Mark Bloomer • 10:15 - Pathways to the cloud - Mark Bloomer & Kirsty Graham • 11:00 - Re-engineering process for the Cloud EA & BPM – Ida Livik • 11:30 - Coffee Break • 11:45 - Customisation in the cloud – Edgar Alfonso • 12:30
Slide 4: Agenda - Afternoon
Agenda - Afternoon^ • 13:30 - Customer Experience – Sally Little from The Growth Company & Kathryn McDonnell • 14:00 - Using your Unit4 Cloud migration to accelerate your Digital Transformation Journey – Alistair Pelly • 14:30 - Questions and forum • 15:30 Close
Slide 5: Introduction to Arribatec - We simplify complexity
Introduction to Arribatec - We simplify complexity ^ Integra (formed in the UK in 1995) joined the Arribatec Group in 2021 We are problem solvers - streamlining systems, processes and environments - making them as efficient as possible. As trusted advisors, we bring a wealth of expertise to our clie
Slide 6: Arribatec's five business areas
Arribatec’ five business areas ^ Selected expertise: Business Services • ERP products and services (Unit4 Elite partner with more than 150 very experienced resources focussed on Unit4 ERP) • Business intelligence & analytics • Software development (including Unit4 expert solutions) EA & BPM Cloud •
Slide 7: Offices around the globe
Norway Oslo Hamar Trondheim Sandnes Bergen Sweden UK Denmark Benelux France United States Italy Spain Cyprus Singapore 16 380+ 1500+ Offices around Employees Clients across the globe industries 7
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Slide 9: Pathways to the Cloud
Pathways to the Cloud^ • The focus today is on pathways to the cloud – ‘how’ rather than ‘why’ • We will touch on the why – and can provide further material on request • Why are we focused on ‘Why’ - Unit4’s announcement of the end of life of on-premise support • Unit4 support for on-premise systems
Slide 10: Cloud Pathways
Cloud Pathways^ IT Strategy Aligned? Unit4 Cloud One / Dedicated / Shared. ERPx? Customisation ‘Right’ for the cloud? Configuration & Processes Are these aligned and working well? Web Screen ERP Version Or ‘back office’ Database users Current or older SQL Server (or – MS6? Oracle)
Slide 11: Unit4 ERP cloud options
Unit4 ERP cloud options ^ Unit4 Cloud ERP7 3rd party ERP7 On-premises*1 ERP7 dedicated ERP7 public cloud*1 CloudStepOne* ERPx 2 cloud*3 cloud AG16 & ACT * 4 Approved only*5 Approved only*5 Database access Full Full Full Read*4 Read*4 Desktop app Unlimited Price varies 10 as standard 10 as s
Slide 12: Most customisation will move to ERP7 cloud
Most customisation will move to ERP7 cloud ^ ERP7 public & dedicated cloud AG16 New! Auto-approval of AG16s ACT New! Guide to developing customisations for the cloud Created using AG17 Database views Created using SQL Management Studio ETL SFTP Database triggers & stored procedures Direct
Slide 13: Cloud Migration Assessment
Cloud Migration Assessment UNIT4 ‘Additional Detalleto Main CMA tab Arribatec. UN I TZ Relevant lems that should be considered when moving to Cloud Description Value Number of ACTs(Locabzaions) ha @ ERP Version U4ERP 7.0.0 (MS7) Number of AGI6S (Locatizatons} ba © ERP Update UPDATEO2 Number of Vs (l
Slide 14: AG16 - Myth busting
AG16 - Myth busting • You can enable automatic versioning of AG16's • No blocking on creating and modifying AG16s in non production environments • Export from non production environment and follow the wizard to create the package • Auto approved via Unit4 communities AG16 may only be used to amend o
Slide 15: ACT - preparing the packages
ACT - preparing the packages The deployment package zip file should contain; 1. Documentation o Installation notes o Release notes or Version file (may include in the installation notes) o Functional documentation 2. Source Code 3. Installation program and/or the separate dll’s, reports etc.
Slide 16: SQL Reader
SQL Reader • Great for quick select statements • 20 column limit • 5000 row result limit • Export to excel enabled • Reserved words that cannot be used
Slide 17: Console Admin
Console Admin The Console Administration is a powerful tool to access, list and manage Queues, Timed and Service Processes in Cloud installations.
Slide 18: Communities
Communities Home > CustomerService > Cloud Categories 8 cloud ‘Access management Console configuration Database management Other service requests Software Updates & Installations Licenses People Platform Services Professional Services Subscription Management @ support Arribatec. Cloud Additional SFT
Slide 19: Communities
Communities Change logging configuration for U4ERP in Azure 2.0 This request for change the logging level for UAER® features ‘This request helps you maintain the logging levels for USERP features. Change is implemented automatically and is available temporary fora period of 4hhours from the time bas
Slide 20: Customisation Approach
Customisation Approach ^ Migrate Review the customisation Review the process
Slide 21: Useful content
Useful content ^ • AG16 auto-approval - https://community4u.unit4.com/my-solutions/erp/fb620af2-e2e5-4bc2- 99fa-59a736e3dd33/news/customization-tools-%E2%80%93-security-and-process- improvements-for-ag16s-acts/2baef172-6577-4edb-8444-1a1a537c1270 • ACT in the cloud - https://community4u.unit4.com/bi
Slide 22: Migration to Unit4 cloud example – steps 1 - 3
Migration to Unit4 cloud example – steps 1 - 3 1. Review System including CMA 2. Package any ACT customizations for code review • For compliance and security reasons, before installing a customization in a customer environment, code review is required. The Customization needs to be reviewed and appr
Slide 23: Migration to Unit4 cloud – step 4
Migration to Unit4 cloud – step 4 4. Migration of database on-premise to Unit4 cloud for test purpose • Unit4 cloud environment established by Unit4 (preview, acceptance & production env.) • Receive new URL’s • Copy database and upload to sFTP, Unit4 moves database into Unit4 cloud • Receive approva
Slide 24: Overview of a high-level plan
Overview of a high-level plan 30
Slide 25: Review the process: Moving to the cloud as an opportunity
Review the process Moving to the cloud as an opportunity Ida Livik
Slide 26: Arribatec.
Arribatec.
Slide 27: From on-prem to the cloud – how do we get there?
From on-prem to the cloud – how do we get there? Technical review Assess need for Start defining your technical change or business case updates. Any functionality you don’t 4 It’s not just “What's the business value of moving?” need? about moving 2 there, but also 3 1 Start migration what you move A
Slide 28: How we can help
eoo1eqiuiy How we can help
Slide 29: Our Process Revitalization Framework, to simplify complexity
Our Process Revitalization Framework, to simplify complexity
Slide 30: Our framework in short
Our framework in short co Category A business processes Phase 1 Phase 3 Understand Revitalize the business process current business context process Phase 4 Migrate revitalized process Analyze current situation for business Stages Category B business processes Phase 3 Update business process accordin
Slide 31: Our framework in short
Our framework in short prasas Category A business processes Phase 1 Phase 3 Understand Analyze current Revitalize the Mi ses ned business process situation for business current business 9 rOcess context P process Stages Category B business processes Phase 3 Update business process according to new t
Slide 32: Our framework in short
Our framework in short co Category A business processes Phase 1 Phase 3 Understand Revitalize the business process current business context process Phase 4 Migrate revitalized process Analyze current situation for business Stages Category B business processes Phase 3 Update business process accordin
Slide 33: Our framework in short
Our framework in short co Category A business processes Phase 1 Phase 3 Understand Revitalize the current business process Phase 4 Migrate revitalized process Analyze current situation for business business process context Stages Category B business processes Phase 3 Update business process accordin
Slide 34: Key resources share their ways of working
Key resources share their ways of working – we facilitate the workshops and ensure progress We identify gaps, and improvements for the process and system functionality We map the process, and how the system supports the process
Slide 35: Our framework in short
Our framework in short ies Category A business processes. Phase 1 Understand Analyze current Revitalize the Mi ses ned business process situation for business current business 9 context process process Stages Category B business processes Phase 3 Update business process according to new tech Phase 4
Slide 36: Our framework in short
Our framework in short Phases Category A business processes. Phase 1 Phase 3 Understand Analyze current Revitalize the Mi ses ned business process situation for business current business 9 context process process Stages Category B business processes Phase 3 Update business process according to new t
Slide 37: Where to start…
Where to start… We cannot manage all our processes. HIP analysis is a great tool for evaluating which processes to focus on in our work. In short, some processes should be put under active management, while others should be documented, named or maybe not included in our process work at all: Tregear,
Slide 38: An example
An example, Register time and follow up Create improvement proposal DIAGRAM DESCRIPTION DOCUMENTS COMPLIANCE — IMPROVEMENT PROPOSALS CHANGES ~— CONTEXT VIEW Employee Project manager Line manager Register hours daily >— Time to report hours > Time for monthly payroll processing >> Need to report abse
Slide 39: Our Change Management Framework
Our Change Management Framework
Slide 40: Why do we care about Change Management?
Why do we care about Change Management? 70% of all change projects fails.. (Gartner) Due to, among other things, lack of implementation of the projects.
Slide 41: 5 important change management principles
5 important change management principles What defines success? How to ensure lasting change? Why change? The gains are a result of individual Change management is used to We change for a change – how many must change realize the benefits and desired reason – why are we for the change to be considere
Slide 42: How we work with change management
How we work with change management Knowledge Provide sufficient training, information and involvement along the way so that they are able to receive the change Reinforceme nt Emphasize that the change lasts beyond the life of the Awarenes project. s Communicate why the project is needed Ability Desi
Slide 43: Change management activities to consider
Change management activities to consider 1. Stakeholder assessment – who will be affected by this change, and how? 2. Stakeholder engagement (sponsors etc.) 3. Access to on-site training 4. Comm. Activites to maximising user adoption
Slide 44: Key take aways
Key take aways • The move = an opportunity to improve the way we work and the system that supports us • Can not manage all processes at once • Identify the critical processes, where do we start • Understand the context of the business process and system functionality • Understand “how we work today”
Slide 45: Extension Kit: customization in the cloud
Extension Kit: customization in the cloud ^
Slide 46: Agenda
Agenda ^ 1. Moving away from SQL-based customization 2. What is Extension Kit? 3. Things you can and can’t do 4. Example: Employee lifecycle 5. Triggers 6. Actions 7. Additional features 8. What you need to get started 52
Slide 47: Moving away from SQL-based customization
Moving away from SQL-based customization • Creating and maintaining customizations in Unit4 ERP on premises used to be all about AG16s and ACTs • Difficult to maintain and upgrade, risk of losing data or breaking the application if something goes wrong • Unit4 have been taking steps to reduce the us
Slide 48: What is Extension Kit?
What is Extension Kit? ^ • Toolkit for extending Unit4 ERP with custom functionality • Based on flows that start with a trigger and end with an output or some change in ERP or in another system • Uses APIs (ERP7 and ERPx) and web services (only ERP7) instead of SQL to retrieve and change data • Comp
Slide 49: What is Extension Kit?
What is Extension Kit? ^ I want to create/close resources Automations and users when someone joins or leaves the company I want to create projects based Non-standard functionality on a dynamic template I want to sync overtime and Integrations absences between ERP and my payroll provider
Slide 50: Things you can and can't do with EK
Things you can and can’t do with EK ^ • Read and write data from most • Access database tables directly via enterprise objects SQL selects/updates/inserts • Create custom screens (ERPx only) • Modify standard screens • Use flexi-fields for custom objects • Use custom database tables • Amend data in
Slide 51: Example: Employee lifecycle
Example: Employee lifecycle ^ Employee data and salaries sent to payroll application Users, cost centers Candidate applies, and company data sent new hire sent to ERP from ERP to SR Payslips, GL for employee/user creation transactions, legal forms sent to ERP Contract changes, terminations Company e
Slide 52: Triggers
Triggers. UNIT4 Extension Kit Give a name to your flow! # Select a trigger Search... Q 0. Trigger App (v1) | ‘Add filter or condition Allows a flow to be initiated from an App Studio app. e em Action Message Hub Event (v1) A Allows a flow to be initiated when a particular event is published on the U
Slide 53: Triggers
Triggers ^ Flows can start by using any of these options: • App – An app in ERPx App Studio. • Schedule – You control how often the flow will run. • E.g. Import invoices once a day or change company period once a month. • Message Hub – The flow listens for an event in ERP. • E.g. workflow finished,
Slide 54: Actions
Actions. Arribatec. UNIT4 Extension Kit Give a name to your flow! o Scheduled © 6 scheduled Event | Add filter or condition Select action Search.. ‘App Result (v1) Send the result ofa flow to an App Studio app. Compress Files (v1) Compress one or several files into a ZIP. Decompress Files (v1) Decom
Slide 55: Actions
Actions ^ There are currently 30+ actions you can choose from. The list keeps growing. HTTP request SFTP operations Get/Patch/Post operations for APIs Get and infer file content, move and web services and delete files. Execute templating script Encrypt/Decrypt files Transform data. String and Handle
Slide 56: Additional features
Additional features ^ Mapping tables, parameters, SFTP connections, certificates Parameters You can reuse passwords or connection data between flows by storing them as parameters. Mapping tables Create a value matrix with combinations of data that should return a fixed output. E.g. tax code to use d
Slide 57: What you need to get started
What you need to get started ^ • Basic understanding of ERP’s enterprise object structure • Basic knowledge of how to build API/web service requests (e.g. tools such as Postman or SOAPUI) • Basic knowledge of the Liquid templating language (for data transformations) • Basic knowledge of the JSON for
Slide 58: Transformation in Progress – our journey to Unit4 Cloud
THE GROWTH COMPANY Transformation in Progress – our journey to Unit4 Cloud www.growthco.uk
Slide 59: Agenda
Classified: Public AGENDA • The Growth Company: Enabling Growth, Creating jobs, Improving Lives • Cloud Migration: From Planning to Happening • Our Unit4 Migration Partnerships • Cloud Experience • Current State & What’s Next? 65
Slide 60: The Growth Company: Who We Are
Classified: Public THE GROWTH COMPANY: WHO WE ARE Who we are We are an award-winning social enterprise with a mission to enable growth, create jobs and improve lives. As a commercially driven not-for-profit, any surplus we make is reinvested into our services, supporting growth that has real impact.
Slide 61: The Growth Company: Our Ambition
Classified: Public THE GROWTH COMPANY: OUR AMBITION Our Ambition Our ambition is for a society where economic growth and prosperity is inclusive, sustainable and leaves no person or community behind. The future we will help to create will be founded on promoting environmentally sustainable growth -
Slide 62: Cloud Migration – Planning to Happening
Classified: Public CLOUD MIGRATION – PLANNING TO HAPPENING The Growth Company – Cloud Migration Journey On Prem Vs Cloud? Cloud Migration Assessment - What is the best Define the scope - Are we ready to move Agree the Solution & solution for us? to Cloud? Implement - What will enable us to develop m
Slide 63: Unit4 / Arribatec / TGC Migration Partnership
Classified: Public UNIT 4 / ARRIBATEC / TGC MIGRATION PARTNERSHIP Arribatec UK Arribatec Client Testing Unit4 Customer Success Unit4 Project Manager Unit4 ERP Partner Support Manager Manager Arribatec UK worked Unit 4 PM worked with Support with managing Arribatec UK application Consistent and with
Slide 64: Cloud Experience
Classified: Public CLOUD EXPERIENCE Web Menu Access Additional planning Post Back (Excelerator) and Audit The new Cloud functionality Screens / Reports in meant it was much quicker to use. run Post Back Journals Single Sign On Additional provision Allowing all users to for transition to web access U
Slide 65: Feedback Sessions
Classified: Public FEEDBACK SESSIONS Identify Document Analyse Store Retrieve 1. Identify – Identify the comments and recommendations that can be learned. Separate between U4, Integra & Internal (TGC). 2. Document – PM to note the detailed lessons learned during discussions in a detailed report, whe
Slide 66: TGC Current State Business Processes
Classified: Public TGC CURRENT STATE BUSINESS PROCESSES • Cannot report consistently or easily across Group systems • An integration on the employee lifecycle, from requesting a new post to onboarding to being in role and everything in between until leaving • Understanding establishment and vacancie
Slide 67: Next Steps: Building The Road Map
Classified: Public NEXT STEPS: Building The Road Map Develop a clear understanding of our Current State Define the desired End State Gather Requirements for Changes (Workshops) Prioritise and Plan Build and Publish the Road Map
Slide 68: Where do we want to be?
Classified: Public WHERE DO WE WANT TO BE? Our Future Development We are now embarking on a bold programme to enhance/development our core functionality within Unit 4. Finance Human Resources Payroll Position Register – Review and Approval Matrix/Modeller Payroll/Finance: System Integration Defined
Slide 69: The Next 18 Months
Classified: Public THE NEXT 18 MONTHS
Slide 70: Next Steps: Roadmap – Future Proofing
Classified: Public NEXT STEPS: Roadmap – Future Proofing We need to get to close internally to what the future impact is from Unit 4, and what challenges we see in the future mapped out. This is a critical activity to ensure we are not configuring changes that won’t be supported by the platform long
Slide 71: Any Questions?
Classified: Public Any Questions?
Slide 72: Using your Unit4 Cloud migration to accelerate your digital transformation journey
Using your Unit4 Cloud migration to accelerate your digital transformation journey ^ Alistair Pelly Director Cloud Region West Arribatec Cloud
Slide 73: Digital transformation agenda
Digital transformation agenda ^ 1. What is digital transformation ? 2. The cost of not acting 3. The benefits of digital transformation 4. Exploit the opportunities of a cloud strategy 5. How can Arribatec Cloud assist ? 80
Slide 74: At Arribatec Cloud, digital transformation is the strategic use of technology
At Arribatec Cloud, digital transformation is the strategic use of technology to radically change and improve business processes, operations and customer experiences ^ 81
Slide 75: The cost of not acting
The cost of not acting ^ • Missed opportunities: Missing out on new revenue streams and competitive advantages. • Increased costs: Legacy systems can become expensive to maintain and update, eroding profitability. • Customer discontent: Failing to meet evolving customer expectations. • Security vuln
Slide 76: The benefits of digital transformation
The benefits of digital transformation ^ • Enhanced efficiency: Streamline processes and • Future-proofing: Prepare for what's next. boost productivity. • Risk mitigation: Enhance security and compliance. • Improved customer experience: Personalised • ROI and cost savings: Higher ROI when implementi
Slide 77: The right time to modernise and exploit the opportunities a cloud strategy can provide
The right time to modernise and exploit the opportunities a cloud strategy can provide ^ 84
Slide 78: Designing your cloud strategy in 6 steps
Designing your cloud strategy REVIEW AND UPDATE YOUR in 6 steps ^ STRATEGY COMMUNICATE AND EXECUTE YOUR STRATEGY IDENTIFY YOUR CLOUD SOLUTIONS DEVELOP YOUR ASSESS YOUR BUSINESS CASE CURRENT STATE DEFINE YOUR DESIRED STATE 85
Slide 79: Arribatec Cloud will help unlock simplified complexity and security in the cloud
Arribatec Cloud will help Security unlock simplified complexity • Complete SOC with the handling of security-related events and security in the cloud ^ • Proactive / reactive • Security forum Get a seamless and data-driven IT landscape with our • ISO 27001 certified expertise in data security and co
Slide 80: Contact information
Contact information ^ Alistair Pelly Director Cloud Region West alistair.pelly@arribatec.com +47 916 33 717 87
Slide 81: Arribatec. we simplify complexity
Arribatec. we simplify complexity
Slide 82: Questions and Forum
Questions and Forum We’re here to answer your questions and talk through any queries you’ve got