PARIS Technologies showcased BI tools for Unanet, including Power Analytics for FP&A and Project Reporting, using Excel add-ins for real-time, customizable reporting.

These tools support budget vs. actuals, forecasting, and multi-dimensional analysis within a familiar Excel interface.

Amy Schulz presented how Unanet’s value can be extended through task-specific enhancements, highlighting how AI is expanding capabilities beyond traditional APIs.

She showcased customized, task-specific tools like project planning, dynamic invoicing, dashboards, and revenue forecasting, along with broader customization possibilities.

Paul Natalizio presented an overview of user-defined fields (UDFs) and user-defined tables (UDTs) in Unanet AE, highlighting customization capabilities such as creating and managing UDFs, using the Layout Manager for custom forms, and implementing user-defined lists and tables. He also shared practical use cases, including tracking contact information and educational data

Lynne Kloes presented on General Ledger Budgets in Unanet AE, demonstrating key financial management and reporting capabilities. She reviewed budget creation, dashboard customization, and data consolidation, and provided hands-on examples of financial reports and metrics.

Paul Natalizio and Courtney Drews presented on Unanet Data Lake and Power BI integration, explaining how the Data Lake provides real-time, read-only access to production data in Power BI. They demonstrated dashboarding and visualization capabilities and highlighted advantages over Unanet dashboards, including combining data sources and external sharing.

Amy Schulz presented “Demystifying Invoice Designs with the OAS Dynamic Invoicing Tool.” She reviewed common Unanet invoice design challenges, introduced the Dynamic Invoicing Tool as a flexible solution, demonstrated configuration and customization options, and concluded with Q&A.

John McPherson of ResultSet presented a session focused on extracting and manipulating data from Unanet AE into Excel using API endpoints. He walked through setting up API calls and authentication, demonstrated configuring and testing API calls in Excel using Power Query, and reviewed data transformation and refresh capabilities.

Janice Barton presented on Unanet dashboards, covering their purpose, setup, permissions, and how they support project management, along with configuration and customization options.