Uniplicity Report Overview
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The document discusses the importance of meticulous and timely reporting for businesses. It states that accurate and prompt reporting is critical in today's global economy due to the need to collect and share data across organizations as well as comply with various regulations. The document then introduces the uniplicity|report software as a solution that can facilitate structured and controlled reporting to meet accuracy, compliance and speed requirements.
Uniplicity Report Overview
- 1. meticulous and timely r eportin g is crucial to your business delivering control - compliance - efficiency
- 2. Do you have complete confidence in your reporting process? If not, maybe it’s not doing all it should for you. Because, in today’s global economy, reporting that is both meticulous and timely is proving itself more critical than ever. Not only do companies need to quickly collect and disseminate data from Business highlights across the organization to others scattered throughout the world, they also have to deal with the requirements of rigorous new • Create transparency and audit trail of your report production compliance laws (such as, Sarbanes-Oxley, IAS and Basel II) and process industry-specific regulations (financial, healthcare, energy and • Control content by automating more). the process • Reduce cost and time-to- These challenges are further complicated when you consider that: market by re-using report and • reporting requirements tend to vary tremendously content across multiple chan- • data and compliance information need to be collected from nels in multiple languages. disparate resources • Tightly integrates with finan- • numerous iterations are typically run concurrently by a host of cial ERP, MS Office, XBRL or isolated users. use he standard built-in inter- face. All this can result in a reporting process that is uncontrolled, • Monitor your process with the unstructured and time consuming. click of a button. What you need is a cohesive reporting solution you can count on. A single solution that delivers a structured, transparent reporting process that gives management and report owners the control they need, while it reduces cycle times and improves overall quality. What you need is uniplicity|report®—a pre-packaged, ready-to- use software solution that facilitates timely, structured reporting for utmost accuracy, compliance and speed to publication.
- 3. Create a complete retraceable process Reporting is a cumbersome process with people involved from different disciplines with different responsibilities often residing in different countries with most of the information residing locally on laptops, desktops etc. The result: many iterations before the final release With uniplicity|report you define a workflow and report structure to assign chapters or parts of documents to users, giving the right authorization accordingly. Every change in text, graphics and spreadsheets are maintained through versioning in one single repository. At any moment in time you are able to see the latest version or to compare it with any other version. Whether just a part of the report or the total report, it doesn’t matter. If needed, with one single click, you can roll- back to an earlier version. You even can add a reference to your task also allowing you, after publication, to trace back why changes were made. Control, monitor and document the reporting process Every quarter you are facing a tight deadline and you cross your fingers, hoping that everybody will contribute at the right time with the right content. The problem is you only will know at the last moment, just before the deadline if it will happen. You lack status overview and process control. With uniplicity|report you can monitor the status of a report at any time and set the deadlines both on user as well as on task level. An easy-to-use dashboard shows which parts are ready and which parts still need to be finalised. If required, you can reassign tasks to other people. Auto- matic e-mail notification will ensure that the user receives a message. By following the link avail- able through the web browser you enter uniplicity|report and get an overview of outstanding tasks. At any time in the process you remain in control. Optimize the reporting process: one single source Business tools like MS Word, MS Excel and e-mail are today’s most used systems to produce re- ports. This creates a sub-optimal environment using disparate repositories. With uniplicity|report you have one single repository but users will be able to work in the known MS Office environment. Since all content is stored in a medium-neutral format, all types of con- tent in any language and format can be quickly assembled into any report. Since uniplicity|report is a true multi-channel solution you can deliver your report to the web, print or any other chan- nel and with the standard design software such as QuarkXPress and Adobe’s Indesign. Because of the unique technology you now can easily re-use part of reports to create new report or translated reports. If changes are made in for example your native language report, it auto- matically notifies the translator or translating agency to update the translated version.
- 4. uniplicity|report — setting the standard with confidence With targeted focus on three communication drivers—compliance, trust and efficiency—uniplicity|report struc- tures and streamlines the process of creating, aggregating, managing, controlling and publishing a company’s internal and external reports in a global business environment. As it automates collaboration, enforces control and simplifies the publishing process, uniplicity|report maintains an audit trail of all activities during the entire process. This facilitates reporting to both internal and external au- diences in a consistent, compliant and error free way while it enables stakeholders to make faster and better business decisions. Easy to install, implement and use, uniplicity|report can be deployed to remote locations within the organization with minimal IT support, and easily integrates with other data sources. So it can handle all reporting require- ments, ranging from Stock Exchange related reports to internal management reports in multi-formats (using standards such as XML, XBRL, HTML, PDF, Quark, Word etc.). Improve the quality of company reports. Faced with the challenge of creating company reports from multiple data sources, constantly re-enter data manually and search for relevant content to create reports. With uniplicity|report, you automate easily the creation, management and publication of company reports and reduce the risk of errors due to manual data entry. At the same time, uniplicity|report allows you to add any free content you like, in a controlled, traceable and audited way. Flexible deployment uniplicity|report can be deployed in a distributed or a centralized manner. Offices can have their own application environ- ment, or the solution can be centralized at headquarters and made available via the Web or through existing wide area networks. Designed for extreme scalability and robustness: • N-tiered, multi-server, multi threaded architecture Full failover recovery and dynamic load balancing support Shorten reporting cycles. Reporting cycles are becoming more important as companies are facing increasing demands from the stakeholders for timely and relevant information. uniplicity|report’s streamlined approach helps save time while it delivers utmost accuracy. Improved transparency and audit trails. With increased financial market scrutiny and external audit oversight, Word- and Excel-based “cut & paste” report creation offers no control. And audit trails either do not exist or are not adequate. uniplicity|report provides a robust environment for capturing details and creating an audit trail of the reporting process—providing transparency, consistency and con- trolled access to created reports.
- 5. Unrivalled report process management uniplicity|report covers all reporting requirements, from annual report to internal management re- ports. A zero footprint, Web-based deployment eliminates the need for IT to install and manage cli- ent desktop software. While its easy to use interface ensures that all users work with reports in a timely and effective manner: Complete user coverage • Intuitive wizard-like, browser-based user interface enhances user adoption and im- proves productivity • Personal “my task” only user involvement • Prompting and saved views allow personalization and customization of reports to suit the individual needs • Ability for users to create reports with minimal training or IT staff involvement • Different interfaces and levels of report interaction are available to address the needs of all users—from novice to advanced • Automatic e-mail notification if users are assigned a task Comprehensive range of multi-format report types • Delivery of all report formats: Word, PDF, Quark, XML, XBRL, etc. • Conditional report layout adapts dynamically to the data content and end-user require- ments Integration with MS Word and Excel • The uniplicity|office plug-in has a seamless integration with standard MS Office Word and Excel functionality; this allows users to quickly get up to speed with the application and re-use existing data Full control of the report process: from creation to publication uniplicity|report moves reporting close to the needs of everyday users. Reports are easy to create, manage and publish. Compliance • All changes made in the report by any user are documented, and when saved ac- counted for with a new version number • A comprehensive overview provides the report manager control of the progress by user, and allows the manager to take corrective actions at any time • Provides an instant overview of all versions of the report—when they were created, by whom and what the source is of the information • The enhanced search functionality supports transparent searches on words and meta- data Report managers can easily compare full reports or part of the reports to quickly identify changes made; and if required, they can roll-back to earlier versions
- 6. Build reports once and deploy globally • A single authored report can be run in multiple languages, supported from a single metadata model • Every report element can be enhanced with additional metadata, allowing for quicker searches or compilations of extracted reports • Users can control and set their own preferences for the reporting interface, content lan- guage, and other geographic sensitivities Unparalleled openness, flexibility, and scalability uniplicity|report easily integrates into your existing IT environment and makes it possible for you to generate return from your IT investments by extending the capabilities of re- porting. So you can give your users breakthrough reporting capabilities, while reducing and simplifying your reporting resource requirement and lowering your cost of ownership. uniplicity|report delivers an open Web standards-XML based reporting environment to take full advantage of their existing IT infrastructure and skills investments. Ease of integration, customization and automation • uniplicity|report works with your existing application and Web servers, portals, brows- ers, enterprise applications, platforms and databases • uniplicity|eai interface, the Uniplicity data import function, is a fully documented API for your IT staff to manage data synchronization, allowing you to interface directly with other applications like your financial systems, SCM and MRP systems, CRM systems, and the like • uniplicity|report allows you to customize the reporting interface and re-brand to suit your organization • uniplicity|report is core XML and supports XBRL High-performance, scalable reporting • Scalable to support large numbers of users • Easy to set up, integrated workflow for any kind of organization (with drag-and-drop functionality) • Standards-based Web architecture delivers company-wide accessibility and 24/7 avail- ability • Support for Windows and UNIX operating systems, including heterogeneous platform deployments Adapts to your permissions model • uniplicity|report leverages your existing security infrastructure (such as LDAP) • Comes with an API to adapt to custom authentication provider models
- 7. uniplicity|report highlights Fast, flexible report creation Compliance/tracing & auditing • Define reports for all levels within in an • Versioning of all tasks ensures complete organization in a fast and flexible man- traceability ner • Compare function offers a continuous • Easy to adapt report templates facili- overview of all changes made and by tates multi-format publishing whom • High scalability makes it suitable for • Source of information is always known both internal departmental reporting and auditable and external reporting requirements Technology User friendliness • Built entirely on open standards, uni- • An intuitive, browser-based user inter- plicity|report allows rapid adoption of face enhances user adoption and im- new technologies and processes as well proves productivity as the ability to integrate with open in- • Full integration with Word and Excel frastructure • Terminology in the user interface can • 100% J2EE architecture supports het- easily be adapted to your own require- erogeneous company environments and ments. enables organizations to leverage al- • Language packs in all modern lan- most all of their existing application guages available server and operating system invest- ments 100% Web-Enabled • Supports multilingual initiatives within global organizations • Simple access to uniplicity|report via a • High performance and scalability enable standard web browser organizations to scale easily and to meet • Easy to integrate in an existing intranet the most demanding requirements or portal environment • Core XML and support of XBRL • Platform independent Process control • The uniplicity|eai interface allows a sim- ple connection to every ODBC data • Integrated, flexible workflow module source provides a continuous overview, control • LDAP allows integration with you existing and monitoring of outstanding tasks and permissions management system the progress made; fully supports the existing reporting process. • Users are automatically informed of out- Installation and support standing tasks through e-mail notifica- • Local installation on your own server tion • Implementation and training, depending • Flexible workflow module allows you to on your organizations requirement define and support your organization’s • 24/7 Helpdesk reporting process
- 8. TECHNICAL SPECIFICATIONS Server Operating Systems: Win2000 and above; Linux (RedHat, LinuxDebian, SuSE) UNIX (HP, IBM, Sun), MAC osX server Java VM: Java JRE 1.4 and above Web server: Tomcat 4.0 and above Database: MySQL, MSSQL, Oracle Hardware: Pentium IV 2,8 GHz; 1Gb RAM, over 100 MB free disk space and disk space for binary file storage GUI requirements: Operating System Win2000 and above Windows Office 2003 and Internet Explorer 6.0 and above above: Other: For better image processing - ImageMagick 6.0.4
- 9. ABOUT UNIPLICITY Established in 2005, Netherlands-based Uniplicity develops and markets global standard software solutions that allow organizations to improve reporting efficiency and performance while meticu- lously implementing new regulations and guidelines, such as Sarbanes-Oxley, Basel II, IAS, Code Tabaksblat (NL), Quality related ISO-certifications or other specific industry-required certifications where compliance, traceability and auditing plays a crucial role in the final reporting process. For more information, please visit our web site at www.uniplicity.com. For sales inquiries, please contact us at sales@uniplicity.com. Interested in becoming a Uniplicity partner, please contact us at partner@uniplicity.nl. THE NETHERLANDS GERMANY SPAIN SWEDEN t Jagerspaadje 17 Platz der Einheit 1 C/Orense 85 Sobelvägen 8 1231 KJ Loosdrecht 60327 Frankfurt Madrid 28020 131 50 Saltsjö Duvnäs (Stockholm) Tel: +31 (35) 582 0712 Tel: +49 69 975 03 460 Tel: +34 915 678 447 Tel: +46-8-673 00 20 No part of this document or concept may be reproduced and/or distributed, in any form or by any means, without permission in writing from Uniplicity Holding b.v., The Netherlands. Uniplicity and the Uniplicity logo are either registered trademarks or trademarks of Uniplicity Holding b.v., incorporated in The Netherlands © 2005 Uniplicity Holding b.v. All rights reserved. Published: January 2008.