How Workflow Automation Transforms Operational Efficiency
Workflow automation is no longer just a nice-to-have; it’s a game-changer for organisations that are serious about streamlining operations, minimising
Build business applications with no coding knowledge
Save time & say goodbye to manual, repetitive tasks
Standardise & automate your business processes
Remove repetitive tasks from your team’s to-do list with UniFi Automation software
Automate accounting processes with ease
Centralise data from multiple systems via API
Retrieve, visualise, analyse & report on data
Cloud-based work OS for desktop & mobile
Two-way Excel integration reduces manual data re-keying
Full users get access to all current & new applications
ML services can be easily added to your applications, allowing you to benefit from Artificial Intelligence
Easily apply AI services to any field in your applications to imitate human behaviour
Take automation to the next level with autonomous processes
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Workflow automation is no longer just a nice-to-have; it’s a game-changer for organisations that are serious about streamlining operations, minimising
Navigating the digital transformation journey is fraught with challenges that can derail your efforts and waste valuable resources. From unclear
UniFi Enterprise Asset Management (EAM) provides innovative features to easily manage and streamline your procurement processes within the EAM Purchase Management App Group.
This App Group will optimise, automate and streamline purchase requisitions and / or purchase orders (with native inbuilt capability to connect to supplier catalogues for real time ordering), approvals, Purchase Invoicing (with Autonomous Data Capture), Goods Receipting and vendor management, giving you unparalleled control over your asset procurement operations.
Often in EAM systems, control is achieved at the expense of ease of use – making things more difficult for those just wanting to buy something. This is not the case in UniFi EAM.
UniFi EAM will streamline and automate processes to increase your control while remaining efficient.
Additionally, users can access an in-depth reporting suite of Dashboards with drill down functionality, to provide actionable insights on the purchase process.
The UniFi platform gives you extensive features for limitless use cases. These features enable you to automate EAM Purchase Management 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.
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.
The UniFi EAM Purchase Management App Group provides a next gen set of Apps for managing all aspects of your purchasing operations, including:
UniFi EAM redefines procurement by providing a user-friendly and customisable purchase management system.
The Purchase Management App Group automates workflow and approval processes for purchasing expenditures, giving you total control over every aspect of the purchasing cycle from requisitioning, approvals, selection of suppliers, PO placement, goods receipt, and even invoice matching.
The powerful business intelligence within UniFi EAM enables users to proactively monitor transactions and supplier performance. Users can track purchases by item, cost centre, currency, and more to identify areas of savings potential or other trends in spending.
UniFi EAM Purchase Management empowers your organisation to consistently choose qualified suppliers while securing the best price and delivery terms every time.
It ensures timely delivery, quality standards, and correct payments to suppliers.
UniFi EAM also stores previous supplier data, allowing purchasing personnel to choose the most suitable suppliers and negotiate advantageous terms based on their track records.
With its built-in alerts and notifications, UniFi EAM helps to ensure that all invoices are accounted for, and payments are made on time.
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.
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 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 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 Purchase Management, 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.
Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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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
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