Extending the Value of Unanet AE with Task-Specific Enhancements

In this Lunch & Learn session, OAS Senior Technical Business Analyst & Developer Amy Schulz explores the integration capabilities available within Unanet AE and demonstrates how firms can connect Unanet with other critical business systems.

The presentation covers Unanet APIs, built-in integration tools, third-party application connectivity, data synchronization strategies, and workflow automation opportunities. Attendees will learn how integrations can reduce manual data entry, improve data accuracy, streamline business processes, and create a more connected technology environment.

Topics include common integration scenarios involving payroll systems, CRM platforms, HR applications, project management tools, vendor systems, and custom business applications. The session also discusses development considerations, implementation approaches, API capabilities, and best practices for successful integrations.

This training is ideal for firm leaders, IT professionals, system administrators, operations managers, and Unanet AE administrators looking to improve efficiency through automation and system connectivity.