Dream is the financial backbone for many of our Maginus OMS installations. Hear from Steven Sidgwick from Dream about the capabilities in the latest release 3.5 and what’s coming up in version 3.6 & 3.7.

1. Steven Sidgwick
Unit 4 Practice
Manager
Dream - The Latest Capabilities
Maginus User Group
September 2015

2. Agenda
 Dream 3.5 capabilities
 Dream roadmap

3. 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

4. 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

5. 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

6. • Why Upgrade?
• Technical considerations
• Application considerations
• Planning the event
• Performing
• Like for Like
• New Features & Functions
UPGRADING

7. 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

8. DREAM 3.5
DEMONSTRATION
Version 3.5

9. DREAM HIGH LEVEL ROADMAP

10. 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.

11. 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.

12. 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

13. 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)

14. Questions?????