LEVEL8 Education and Training

Level8 is the Prime Education delivery partner for UNIT4 Financials Education.

LEVEL8 created many of the training materials since 1997 and have been used to upgrade and update UNIT4 Public course materials, most recently for V13 UNIT4 Financials.
LEVEL8 have been engaged by several clients to design specific courses or tailor courses to fit the organisation.

LEVEL8 Education Consultants have an average of 20 Years’ of experience Training & Consulting in UNIT4 Financials modules, we have delivered quality training in all the UNIT4 Financials applications listed below:
UNIT4 Financials
UNIT4 Financials – Assets
UNIT4 Purchasing
UNIT4 Invoice Matching
UNIT4 Financials – Retail

“LEVEL8 believe that Education & Knowledge Transfer is the key to self-sufficiency and lowering the TCO of your UNIT4 Solution. It maximises your ROI and leaves you in charge of your solution”

“Give a man a fish and you feed him for a day; teach a man to fish and you feed him for a lifetime.”

Click on the links to see more information:
Engagement principles
LEVEL8 training and development planning methods
Delivery methods

Engagement principle

We have a clear engagement principle, understand the customers’ needs.

We can create tailored courses with enough notice and deliver them on site in a formal training environment or in workshop style. Our consultants will conduct in-depth discussions and advise on configuration based on extensive experience gained at the sharp end of consulting.

We have the broad knowledge of having used other software and systems, both operational and back-office which allows us to engage in a meaningful discussion on problem resolution.

We run most of the Unit4 Financials courses at their offices in Reading.

We also run our own training sessions often at user’s requests and will be able to accommodate your requests.

Submit an enquiry to obtain a complimentary visit from one our experienced consultants to carry out a comprehensive training evaluation in your organisation.

Contact Nick.Maiden@level8.solutions




LEVEL8 Training and development planning methods

Training requirements fall into several categories

  • NEW to CODA: little or no knowledge of CODA applications
  • NEW to the Role or Company: Sink or Swim
  • Function specific training; adding value to your role, helping you work smarter
  • Refresher courses, updating users (outdated/incomplete) CODA Knowledge
  • Deep Dive workshops on complex functionality: its installed but we don’t know how to use it

Which regime do you fall into?

We can help you by providing a Training and Development Plan in the form of interviews or workshops to identify gaps in knowledge and identify functionality you may not be using.

The TDP looks at your current use of CODA, gathers information of beneficial improvements to create a development plan.

The Development plan often highlights areas that may require configuration changes or development from new. We are able to assist in any build work BUT the choice is yours.

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Delivery methods

Public Courses – Classroom based at Unit4 premises

LEVEL8 have provided training on behalf of Unit4 for a number of years and we have delivered all their public courses, they broadly fall into the following categories;

– principle and methods training
– Advanced end user training
– System Administrator training
– Technical training
– Third party applications

For a full list of the public courses including titles, locations, dates and costs please use the link below to visit the Unit4 website.
For Scheduled Public courses you can book directly with Unit4.

Off-site customer specific training

We are happy to deliver face to face training in a classroom format or workshop format at your site using your own systems.

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Refresher training

This is a good lead into the other components below. An overview of the systems at a high level with one of our education consultants can immediately highlight areas of the system that are unused or were not known about.

One of the most common complaints from users is “well CODA can’t do that so we do it this way……”

Quite often CODA CAN do it and we can show you how, if it not possible then we will tell you immediately and we have alternative solutions available.

Functional specific Training

We have some recurring training issues in our retained user base:

  • High Staff turnover
  • Poor handover for new starter
  • Internal promotion of staff result in senior staff having to monitor and supervise others whilst trying to fulfill their own roles.
  • This leads to heavy reliance on a limited number of user, this is a high risk approach

A common issue in all implementations is continuity of knowledge over time. The original implementation team often leaves the company and the handover process was not conducted properly. New users obtain hand me down notes which are often restricted to the leavers own knowledge.

Our vast experience in this area has shown us that, clients and users will only use what they are told to use. The fear of the “black box” prevents most users from using the system in smarter and more efficient ways

This eventually erodes the efficiency of CODA, work arounds are developed to “functionality” that is already paid and in some cases already exists from the initial implementation.

Add to this the fact that you are paying a fixed maintenance costs for unused functionality then the cost of having of “effective” training materials become insignificant.

We offer tailored or generic courses for users new to CODA and your organization.

We work with our existing users to document their solution, understand the working configuration and produce training manuals and instructional videos tailored their needs.

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Remote training (and Consultancy) using Webinars

A recent introduction to our portfolio of training offerings is remote training using webinars. We introduced this option in 2015 and have had some great responses back from our users. This is convenient for all parties, you don’t have to interrupt your day except for a two hour meeting, our consultants don’t have to travel and can work around the meetings.

This all helps reduce our carbon footprint, something that we are all conscious of.

Remote training is suited to users that are new to the software, have been given little handover time, are time constrained and feel that they are not using the system to its full potential.

Recent issues covered by remote access have been:-

  • Changes to user access (screen by screen explanation)
  • Browse Balances not working properly (verification of all components and then light training to cover knowledge gaps)

Deep dive application workshops using Webinars

We are hoping to initiate webinars for deep dive technical workshops which we will advertise on our website and linked in pages, the subject matter will be selected by ourselves and a brief overview will be recorded, if there is user interest then we will book the webinar at a nominal cost to cover the cost of consulting time and effort. The recordings will be available for download for all participants of the webinar to share internally within their respective companies.

The service has not been launched and we will only launch it when we believe we can add benefit to our users.

We would expect to cover the more complex configuration aspects of CODA functionality (as a an example)

  • Browse Hierarchies
  • CODA XL for reporting
  • Currency Revaluation
  • Intercompany set up

Upgrade, Pre-sales insight and UAT training

Upgrade capability content

LEVEL8 is a Prime delivery partner for Version12 and Version 13 Upgrades for UNIT4 Financials.

Pre Sales cycle – client side

We have been asked on a number of occasions to educate and advise on CODA application during the Pre-Sales cycle, this is used as a means to qualify statements made during the sales and Presales cycle. We can offer insight into the application before any formal decision have been made on software selection.

Put yourself in a position of strength and engage with us during the pre-sales cycle, you’ll make a more informed decision.

We are independent of Unit4, our partnership with UNIT4 is not allowed to interfere with our impartiality. We will remain independent throughout the whole project.

If you think you need more advice or want to know the smoke from the mirrors and need a qualified opinion of the functionality then please contact us.

LEVEL8 has comprehensive project experience and can supply solutions for;

In-depth Application Configuration knowledge

Our Education consultants are also our Application consultants, they have years of experience in many industry verticals, and are aware of all configuration requirements. Their implementation knowledge and experience is invaluable during formal training as they can deep dive into technical issues.

UAT or Train the Trainer

We enable you to run your UAT by using the train the trainer approach. If you prefer we can cover the end user training as well. We have completed the single largest end user training program for CODA when we trained over 400 users in offices nationwide.

Contact – contact@level8.solutions

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