VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete...

VPVI-19 Using Deltek Collaborationto Drive Project Team Success

Lisa Rabideau, Deltek

Agenda

Deltek Collaboration Overview

Where we are today

Where we are going

How are we getting there

Collaboration Triangle

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Corporate Control

Onboarding & offboarding

Export, archiving and

usage reports

A filtered view of

everything important to

you.

Personalized settings to

control when and how you

get notified.

Bringing people together in a

space around a common

purpose to get things done

together, faster.

Collaboration Spaces

A Space is for a Team

» Space Type: Opt In or Invite only

» Space Templates

» Robust Search

» Multi-level folders

» Tags

» Robust Search

» Multiple Space Owners

» People Groups

» Space events and Calendar sharing

» Tasks

» Owners & Followers

» Anyone or Everyone must complete

» Checklists, Files, Polls, Surveys &

Notes

» File management

» Conversations

» Files, Polls, Surveys & Notes

Space Features

Connecting People to Communicate in the Context of a Purpose

Getting things done!

File Management

Corporate Control

» Organization control and ownership of spaces

» Account administrator role and console

» Easy user on– and off–boarding

» Usage reporting and analytics

» Export and eDiscovery

» Company based file storage limits

» File retention management

» Monitoring for Inappropriate

comments

» Integration with Dropbox, Box,

Google Drive & Docs

» Space Templates

» Deltek Product integrations

» Unlimited Spaces and Guests

Corporate Control Business Account Features

Account Management

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One Space for a Project Team

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Consultant

Internal Team

Client

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Collaboration across your Deltek Suite

Airport

Personal Productivity

» Profile

» Profile settings to manage

conversation digests &

notifications

» Reply by email

» Collaboration Widget

» Search

» Home View

» Mark all read within a space

» Mute conversations

» Favorite a conversation or a

comment

» Agree with a comment

» Urgent & @mention comments

» 1:1 chats

Personal Productivity Features

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Space Categories & Profile Settings

Space Overview

Where we are,what we have learned & where we are going….

Collaboration Evolution

Technology Today: Client Side

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Web

• Real-time

messages

• CanJS

• Jquery

• SASS/CSS

• Dynamic, real-time user interface makes

Collaboration more engaging for users

• No plugins or downloads required and supports

all major browsers. This makes engaging with

people inside and outside the company easy.

• Javascript libraries used are not as performant as

newer libraries.

Mobile (Collaboration

Widget)

• Angular

Javascript

library

• Runs in

browser

• No requirement for store downloads.

• No app to keep up to date.

• Conversation focused UI.

• Shared codebase for mobile and embedded

access (e.g. from within Vantagepoint).

» Where can we improve?

» What is working?

» Interviewed

» Powers Users

» Occasional/Reluctant Users

» Document Focused Users

Listening to Users

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What we learned from Users

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» Companies that go ALL IN are the most successful because collaboration becomes part of the culture.

» IT has found success in creating spaces for hyper-sensitive issues where an ad-hoc team space is created on the fly to bring together the right people to solve issues. User groups are also popular where the community helps itself often eliminating the need for IT to solve the same issue repeatedly.

» Accounting departments like using a Collaboration space to connect multiple offices to coordinate month end close and financial reporting.

» Companies want collaboration seamlessly integrated across all Deltek solutions.

Where We can Improve

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» Teams need tighter control around who can edit & delete documents.

» Users demand a consistent experience regardless where and how they are collaborating.

» Users want to share, discuss and make revisions to project documents and be sure there is a single version of the truth.

» Users want what they need most to be productive at their fingertips.

» Users want a similar look, feel and experience across all their Deltek products.

Introducing Managed Project Spaces» How do you ensure everyone on the project team is working

off of the same document revision?

» How do you compare a prior revision’s comments to the

current document today?

» How do you control who can replace documents today?

» Projects have sub-teams

» File Folders need permissions

» Reviewer, Contributor, Manager, Owner

» Documents can have many revisions

» Comments can be specific to a revision

» Many team’s project documents are in PIM

» Upload once, share and collaborate

Project Document Focused Spaces

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Managed Project Spaces

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Folder Level Permissions

Folders I do not have

permissions to are

invisible to me

Documents, Versions and Comments

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The Future of Deltek Collaboration

‘Classic’ collaboration spacesNew Technology

Managed Project Spaces only for now

Future home for all spaces

Technology: Client Side –Tomorrow

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Web (classic spaces)

• Real-time messages

• CanJS

• Jquery

• SASS/CSS

• Provides complete Collaboration experience.

• Javascript libraries used are slower than newer ones.

• Not designed for large data volumes.

Web (managed project spaces)

• Real-time

messages

• React

• SASS/CSS

• Incredibly flexible, especially for creating complex and

modular user interfaces.

• State of the art performance.

• Designed from ground up for very large data volumes.

• Currently centred on documents and attachments..

Mobile (Collaboration

Widget)

• Angular Javascript

library

• Runs in browser

• No requirement for store downloads.

• No app to keep up to date.

• Conversation focused UI.

• Shared codebase for mobile and embedded access (e.g.

from within Vantagepoint).

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TODAY Future

‘Classic’ spaces

rebranded in existing

technology

New ‘Managed spaces’ in

new technology.

Shared framework across

all spaces and platforms.

User research, Innovation &

Usability testing are driving this!

How to Learn More & Provide Feedback

» PIM -09 Collaborate with Your Project Stakeholders

at a New Level with Deltek PIM and Deltek

Collaboration Wednesday at 4:30 in Sanibel 2-3

» Stop by the UX Kiosk in the Expo Hall to share your

Insights with us!

» We are looking for usability participants who are heavy

project document users to help us evaluate concepts for

Deltek Collaboration Plus. If your company is interested

drop us a business card.