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EAM Budgeting and Planning

Efficient and Streamlined EAM Budgeting and Planning

UniFi Enterprise Asset Management (EAM) enables you to track and optimise the lifecycle of your assets with the Asset Management App Group. From acquisition to disposal, it ensures that your assets are utilised efficiently.

The Asset Management App Group offers a seamless and intuitive interface, making asset tracking a breeze. With customisable asset categories and status tracking, you’re always in control.

The UniFi platform gives you extensive features for limitless use cases. These features enable you to automate EAM Budgeting and Planning processes and replace your EAM Software.

Not only can UniFi replace your EAM Software, but it can also replace all other 3rd party software. Reducing your need to manage multiple disparate systems and helping reduce your costs. It’s one platform to replace them all.

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Asset Lifecycle Management

The below is an example overview of workflows for the full Asset Lifecycle in UniFi EAM.

UniFi EAM can be fully customised and configured to suit your organisations needs.

All of the below can be managed and automated within UniFi, as well as integrated to existing systems for a single source of truth.

EAM Lifecycle

Key Components of EAM Budgeting and Planning

UniFi EAM combines several key components to help track and optimise the lifecycle of your assets. These are:

Asset Depreciation Journal

UniFi EAM allows you to automate and streamline the depreciation journal entry process by inputting asset details, depreciation methods, and useful life. Using UniFi unique accounting automation feature, UniFi EAM then automatically calculates and records the journal entries in your accounting system (including the possibility to schedule the period-based automation of the journals or post in one go), reducing manual effort and the risk of errors.

UniFi can manage deprecation accounting at detailed asset level as well as summarised levels, depending on your requirements.

If you have a unique requirement, it’s highly likely that it’s creatable or configurable in UniFi, please speak to our team and we’ll be happy to discuss your options.

Asset Report

Equip your team with detailed knowledge about every asset in your organisation. With UniFi EAM’s Asset Details Report, you get:

  • Specific Asset Details: Access crucial data like asset code, description, brand, serial number, and other unique identifiers.
  • Instant Location Tracking: Scan the provided QR code to pinpoint the exact physical location of your asset in an instant.
  • Condition & Criticality Assessment: Stay informed about the visual condition and criticality of your assets. Our platform performs a criticality simulation for up to 5 years ahead.

These reports are not just informative – they’re actionable. They empower you to make strategic decisions about maintenance, disposal, and so much more.

Asset Report Detail
Visual Assesment Condtion Report
Asset Report 3
Asset Report 4
Asset Depreciation Report

Enhance asset life cycle and plan for the future with the UniFi Asset Depreciation Report. You can track depreciation, obtain historical and new calculations effortlessly. 

The UniFi Asset Depreciation Report provides information that supports accounting and budgetary planning for future purchases. It makes it easier to obtain historical and new depreciation calculations and specifies each asset’s unique identification number, description, and barcode number, including the depreciation method used, such as straight-line depreciation and double-declining depreciation.

Additionally, it provides the book value of each asset at the end of the reporting period.

You can maintain multiple depreciation schedules for an asset, which can help if you need to report differently for GAAP or tax purposes.

Depreciation Projection Report

Get a clear, month-by-month breakdown of projected depreciation expenses for each asset over the future period of asset useful life.

What-If Depreciation Analysis Report

Explore various scenarios based on depreciation methods, useful life, total cost, and residual value before making any commitments. Gain confidence in your decisions by simulating different outcomes.

All-Asset Depreciation Report

The All-Asset Depreciation Report gives you a wealth of information about your organisation’s assets. This report delivers the following:

  • Detailed Depreciation Data: It breaks down the depreciation of assets within their respective classes over a specified period of time.
  • In-depth Analysis: It provides a comprehensive breakdown of individual assets, including asset classes, unique identification numbers, start date of depreciation, acquisition dates, depreciation method, and total cost or initial costs.
  • Ending Book Value: Ending Book Value: It calculates the total ending book value for each asset class over a designated period of time.
Asset Monitoring

UniFi EAM enables you to plan, collect and analyse information from various stages of the asset’s lifecycle, to help you evaluate and inform operational improvement.

With our Asset Monitoring Apps, you can input, update, or delete the visual condition and the criticality of each asset to monitor the historical condition of the asset itself. It gives a clear and factual indication of an assets condition from a visual perspective.

Asset Register

Using the no-code drag and drop form builder you can easily choose from several fields that match your asset types – from text and date fields to barcode and dropdowns.

You can add as much information as needed to ensure accuracy within the register.

The information collected in the register can be displayed in dashboards to give you a single source of truth, so you have real-time visibility into the health and status of your assets.

Moreover, the historical data displayed in these dashboards allows you to identify trends and patterns over time. By analyzing this data, you can make proactive decisions to prevent asset failures, optimise maintenance schedules, and allocate resources efficiently.

Using the powerful middleware and integration feature, UniFi EAM can be linked to asset tracking devices which will enable the system to automatically update your asset information. For example, asset location, without the need for manual data entry.

UniFi EAM gives you cloud accessibility to your asset register. You can access it anywhere, anytime from any device. Role-based security and permissions approved by a Big Four audit ensure robust user management.

UniFi EAM Integration

UniFi EAM comes with powerful middleware to enable you to integrate with the other systems you use to manage your business. You can push, pull and convert data from any system, giving you a single source of truth in one platform. You choose the single source of truth for data – UniFi or any other external system and leave UniFi EAM to do the rest.

The UniFi Data Connector allows you to collect real-time data from your existing IoT sensor modules. Alternatively, we have a partnership with an IoT (Internet of Things) sensor module manufacturer, and we can bundle sensors into your EAM project for you.

UniFi EAM Attributes

Customisation Capabilities: With UniFi EAM, you have the power to customise fields and columns effortlessly. The intuitive drag-and-drop feature allows you to tailor the system to your organisation’s specific needs, with no limitation on field types, ensuring that you capture and analyse the data that matters most to you

Dynamic Dashboard & Reporting: Harness the power of next-gen Business Intelligence (BI) with UniFi EAM. Our system allows you to customise dashboards and reports, transforming complex data into clear, actionable insights. You can make informed decisions and drive your organisation forward with ease.

User-Friendly Interface: Technology should be accessible to everyone. UniFi EAM boasts a clean, user-friendly interface that is both intuitive and easy to navigate. You don’t need to be an IT expert to utilise the system effectively; it’s designed for users of all levels. To ensure successful user adoption we provide two weekly free training sessions for all our customers

Simplicity with Power: UniFi EAM’s strength lies in its simplicity. It may be straightforward to use, but it packs a punch when it comes to fulfilling your company’s asset management needs. UniFi EAM addresses an extensive list of EAM use cases.

Autonomous Processes

Autonomous processes mimic the activities of human users so you can streamline operations, reduce manual tasks, and enhance productivity – all in the background without human input. They are fulfilled by bots that can imitate and perform routine actions that normally take a chunk of your team’s valuable time.

UniFi currently has 8 Autonomous Processes:

UniFi automates transaction creation by monitoring emails, extracting key data from attachments using OCR and AI, and seamlessly progressing transactions through workflows for faster, more efficient processing.

UniFi leverages Machine Learning and Generative AI (powered by ChatGPT) to enhance OCR and Autonomous Data Capture, enabling accurate extraction and interpretation of data from various document types, such as invoices, identity documents, forms, and tables. These AI services ensure seamless form population, with machine learning recognising key fields and generative AI providing contextual understanding for financial and HR-related documents, driving continuous automation improvements.

The Scheduler automates transactions at predefined times with preset fields, ensuring consistency, reducing manual effort, and streamlining routine financial processes.

Connect Hub offers pre-integrated autonomous APIs for UniFi, enabling seamless connections to services like Companies House, eCommerce platforms, and travel booking systems, simplifying processes like KYC, procurement, and automated bookings without technical setup.

Robotic Process Automation (RPA), automates repetitive tasks like invoice matching and automated ordering, enhancing efficiency, consistency, and freeing up time for higher-value work.

Generative AI, extends beyond OCR to automate tasks like invoice coding and document authenticity analysis, streamlining workflows, reducing errors, and enhancing compliance.

Integration bots for each inbound UniFi API connection automate interactions with external systems, enabling seamless transaction updates, data syncing, and real-time workflow automation.

 Webhooks in UniFi enable unauthenticated, one-way data transmission for immediate execution, ideal for non-critical processes like real-time notifications where response verification isn’t required.

Find out more about our Autonomous Processes here.

The use case, EAM Budgeting and Planning, on this page can be turned into and autonomous process and completed by a bot. However, it’s important to note that autonomous processes offer incredible flexibility and can be adapted to any use case you can imagine. The below table showcases some of the current ways users are leveraging bots, but these are just a few examples. The possibilities are virtually limitless and constrained only by your creativity.

Autonomous Process Use Cases

Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
  • UniFi EAM Key Benefits
  • Replace your EAM Software with a platform that has multiple use cases. Saving you time and money
  • Access all features and use cases for one price. No paywalls or tiered pricing.
  • Real time asset and inventory visibility
  • Regulatory compliance
  • Faster and more accurate decision-making
  • Decreased maintenance costs
  • Safer work environment across your sites
  • Improvement in inventory level
  • Accurate document dating
  • Reduced downtime

Other UniFi EAM Use Cases

If you have a unique requirement or use case that’s not listed on this page, it’s highly likely that it’s creatable or configurable in UniFi, please speak to our team and we’ll be happy to discuss your options

UniFi Features

No-code Application Builder

Business Process Management

Automation

Accounting Automation

Middleware & Integration

Excel Add-in

Work OS

Workflow Creator

Business Intelligence

Pre-installed Foundation Apps

Artificial Intelligence

OCR/Autonomous Data Capture

Autonomous Processes

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