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© Copyright 2012 Kimble Applications Ltd. www.kimbleapps.com Kimble is a solution utilising 21st century technology, designed by industry and technology experts, with truly innovative approaches, that enable the management of an entire Professional Services business. Kimble provides a whole new world of real-time enterprise collaboration, allowing you to follow what your colleagues are doing, and track the status of important deals and engagements, so you always know what matters most to you and your business. By using Kimble, you will see a demonstrable return on investment, through a combination of: increased sales effectiveness, higher resource utilisation, reduction in operational administration, more efficient cash collection, and most importantly, the ability to view in real-time the performance of the business with diagnostics to assist in remedying under-performing functions. Engagement / Opportunity Resourcing n Employee/Contractor skills profile searching n Resource request workflow n Opportunity and engagement resourcing n Utilisation forecasting  Service / Engagement Delivery n MS Project / Excel integration n Task level resourcing n Task level actual capture n Estimate to complete capture n Pre-paid service management n Project and Service delivery content library n Project / Service status reporting n Project Service reviewing n Issue and Risk management n Engagement profitability reporting n Actual v Estimate v Forecast reporting n Change Control management n Fixed Fee milestone tracking n Client acceptance certificate management  Time Management n Predictive Time tracking n Integration with Service Management n Mobile device access (iPhone, blackberry) n Automatic compliance alerts n Customisable approvals n Tracking in days, hours or minutes  Expense Management n Expense entry n Mobile device access (iPhone, blackberry) n Receipt photo capturing on mobile device n Expense entry via timesheet Business Planning n Annual Revenue and Profit budget setting n Account Planning n Business Maturity Self-Assessment Scorecard  Marketing n Proposition management n Campaign Management n Direct email marketing / newsletter publishing n Email templates  Sales Opportunities n Bid Team management n Bid management workflow n Competitor tracking n Bid document library n Multiple Opportunity products (e.g. Services, Hardware, Software, SaaS) n Multiple opportunity revenue and cost types (e.g. T&M, Fixed Price, Recurring, Cost+) n Projected Cashflow model n Pipeline tracking n Opportunity to engagement workflow  Sales Management n Pipeline tracking and estimated closure reporting n Salesperson Target Management n Backlog tracking and reporting n Opportunity allocation/approval n Close date analysis n Win/loss reporting  Account Management n Account reporting n Account contact management  Contract Management n Document management of NDA’s, Service Agreements and Schedules n Governance workflow prior to engagement start n Purchase Order tracking The Kimble solution enables professional services organisations to continuously improve their entire business, by providing real-time diagnostics and benchmarking that allow business leaders to understand and remedy any underlying issues in their business. This holistic focus on business improvement, as opposed to just operational support or project delivery, is unique in the market today, and is essential for Professional Services organisations to improve the quality of their business and realise their strategic objectives. The entire Kimble solution is delivered as a cloud service allowing organisations fast, easy access to the Kimble tools and services needed to build a stronger, more efficient Professional Services business, without the risk and expense associated with traditional software. Whether you’re in the office, on client site, on your mobile device or disconnected, Kimble can be accessed to improve your core processes and improve your bottom line. A Complete Business Solution Access a world where your business system helps you collaborate across the organisation and continuously improve and win more business Are your workforce truly collaborating ? Do you know instantly why a KPI is above or below target? Do your business systems integrate seamlessly? A CLIENT CENTRIC SOLUTION FOR PROFESSIONAL SERVICES MANAGEMENT Lead to Order Scope to Delivery Delivery to Cash BUSINESS OPTIMISATION Sale Operations Project / Service Delivery

A CLIENT CENTRIC SOLUTION FOR PROFESSIONAL …€¦ ·  · 2012-08-28n Revenue recognition rules engine ... revenue closures. Time and Expense ... secure Salesforce.com infrastructure

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Page 1: A CLIENT CENTRIC SOLUTION FOR PROFESSIONAL …€¦ ·  · 2012-08-28n Revenue recognition rules engine ... revenue closures. Time and Expense ... secure Salesforce.com infrastructure

© Copyright 2012 Kimble Applications Ltd.

www.kimbleapps.com

Kimble is a solution utilising 21st century technology, designed by industry and technology experts, with truly innovative approaches, that enable the management of an entire Professional Services business. Kimble provides a whole new world of real-time enterprise collaboration, allowing you to follow what your colleagues are doing, and track the status of important deals and engagements, so you always know what matters most to you and your business. By using Kimble, you will see a demonstrable return on investment, through a combination of: increased sales effectiveness, higher resource utilisation, reduction in operational administration, more efficient cash collection, and most importantly, the ability to view in real-time the performance of the business with diagnostics to assist in remedying under-performing functions.

Engagement / Opportunity Resourcing n Employee/Contractor skills profile searchingn Resource request workflow n Opportunity and engagement resourcingn Utilisation forecasting Service / Engagement Deliveryn MS Project / Excel integrationn Task level resourcingn Task level actual capturen Estimate to complete capturen Pre-paid service managementn Project and Service delivery content libraryn Project / Service status reportingn Project Service reviewingn Issue and Risk managementn Engagement profitability reportingn Actual v Estimate v Forecast reportingn Change Control managementn Fixed Fee milestone trackingn Client acceptance certificate management Time Managementn Predictive Time trackingn Integration with Service Management n Mobile device access (iPhone, blackberry)n Automatic compliance alertsn Customisable approvalsn Tracking in days, hours or minutes Expense Managementn Expense entryn Mobile device access (iPhone, blackberry)n Receipt photo capturing on mobile devicen Expense entry via timesheet 

Business Planningn Annual Revenue and Profit budget settingn Account Planningn Business Maturity Self-Assessment Scorecard Marketingn Proposition managementn Campaign Managementn Direct email marketing / newsletter publishingn Email templates Sales Opportunitiesn Bid Team managementn Bid management workflown Competitor trackingn Bid document libraryn Multiple Opportunity products (e.g. Services, Hardware, Software, SaaS)n Multiple opportunity revenue and cost types (e.g. T&M, Fixed Price, Recurring, Cost+)n Projected Cashflow modeln Pipeline trackingn Opportunity to engagement workflow Sales Managementn Pipeline tracking and estimated closure reportingn Salesperson Target Managementn Backlog tracking and reportingn Opportunity allocation/approvaln Close date analysisn Win/loss reporting Account Managementn Account reportingn Account contact management Contract Managementn Document management of NDA’s, Service Agreements

and Schedulesn Governance workflow prior to engagement startn Purchase Order tracking

The Kimble solution enables professional services organisations to continuously improve their entire business, by providing real-time diagnostics and benchmarking that allow business leaders to understand and remedy any underlying issues in their business. This holistic focus on business improvement, as opposed to just operational support or project delivery, is unique in the market today, and is essential for Professional Services organisations to improve the quality of their business and realise their strategic objectives.

The entire Kimble solution is delivered as a cloud service allowing organisations fast, easy access to the Kimble tools and services needed to build a stronger, more efficient Professional Services business, without the risk and expense associated with traditional software. Whether you’re in the office, on client site, on your mobile device or disconnected, Kimble can be accessed to improve your core processes and improve your bottom line.

A Complete Business Solution

Access a world where your business system helps you collaborate across the organisation and continuously improve

and win more business

Are your workforce

truly collaborating ?Do you know

instantly why a

KPI is above or

below target? Do your business

systems integrate

seamlessly?

A CLIENT CENTRIC SOLUTION FOR PROFESSIONAL SERVICES MANAGEMENT

Leadto

Order

Scopeto

DeliveryDeliveryto Cash

BUSINESSOPTIMISATION

Sale Operations

Project / ServiceDelivery

Page 2: A CLIENT CENTRIC SOLUTION FOR PROFESSIONAL …€¦ ·  · 2012-08-28n Revenue recognition rules engine ... revenue closures. Time and Expense ... secure Salesforce.com infrastructure

Kimble Applications Ltd. Unit 2, Bermondsey Exchange, 179-181 Bermondsey Street, London, SE1 3UW. Kimble Applications, PO Box 980592, Park City, UT 84098-0592

For more information contact:[email protected]

The Professional Services Management solution that holistically measures and manages your business.

Workflow, Alerts and Approvals n Rules based workflowsn Multi-level approvals n Email alerting  Integrationn Microsoft Outlook, Google Apps, Lotus Notes

(tasks, contacts and calendars)n Finance System integration to Accounts Receivables n CRM Integration Technical Platformn Web 2.0 Technologyn Off-line accessn Multi-language support n 100% web basedn Completely scalable through Force.comn Browser Compatibility (IE, Firefox, Chrome, Safari)n Mobile device support (iOS, Android)n Customisable screens (tabs)n 99.9% Uptimen Real time upgrades

Securityn ISO 27001 certifiedn SysTrust audit certifiedn SysTrust SAS 70 Type II certifiedn Role based application securityn Encrypted data during transfer n Strict password policies

Auditingn Audit trails of all key records

Resource Managementn New starter and leaver managementn Resource skills profiles n Resume / CV managementn Resource availability / utilisation reportingn Detailed allocation reportsn Attrition reportingn Career Review Managementn Performance Improvement Management Recruitment Managementn Preferred Supplier Managementn Recruitment requirement loggingn Recruitment process workflown Candidate CV / Resume repositoryn Interview / Assessment material repositoryn Associate / Contractor databasen Cost per hire reporting Financial Managementn Billing rules enginen Multiple invoice formatsn Custom invoicing cycles and approvalsn Support for Fixed Fee, T&M and recurring feen Supports Payment in advance and arrearsn Multiple currency and taxation supportn Aged debt reportingn Revenue recognition rules enginen Work in Progress reportingn Client Purchase Order monitoringn Bad debt management Real-Time Diagnosticsn Customisable dashboardn Executive level diagnosis of KPI’sn KPI dashboard with industry benchmarks Analytics and Reportingn 40+ pre-built reportsn Summary views throughout applicationn Save as PDF / Excel / Wordn Schedule and deliver/publish reports Collaborationn Salesforce Chatter (facebook for the corporate)n Personal status updatesn Groupsn Document sharingn Automatic updates on any Kimble object n Calendar, Contacts and Task integration with Outlook

Document Managementn Version controln Approvals on document related tasksn Support for any file typen Attach documents to opportunities, engagements,

projects, tasks, issues.

Kimble provides functionality to manage and report on all aspects of operating a professional services business allowing support for best practice processes and comprehensive measurement of business performance and maturity

There are 5 major functional areas:n Sales managementn Delivery managementn Resource management:n Time and expenses managementn Revenue and cost managementFeatures within these areas include :

Business Optimisation – Real-time diagnostics of your business, providing real understanding as well as measuring your core Key Performance Indicators.

Opportunity Management - full bid management support, with detailed services revenue and cost profiling, enabling true profitability and cash-flow forecasting, along with predicted revenue closures.

Time and Expense – predictive time recording to reduce the administrative burden on billable resources, along with in-process time capture. Mobile device support means entry can be performed anytime, anywhere.

Delivery Tracking and Reporting – Integration of back office and delivery functions , ensuring engagement actuals and estimates are only entered in one system.

Delivery Governance – Supports a gated review process of engagement delivery to ensure quality and customer satisfaction.

Billing – Configurable billing engine that supports complex invoicing rules and cycles, allowing all client requirements to be supported within the system.

Resourcing – Sophisticated resource matching capability, allowing both opportunities and firm business to be resourced, providing accurate projections and maximising of utilisation.

True Business Collaboration - Chatter, a secure version of Facebook for the corporate environment, allowing employees to collaborate on what matters to them at work. Easily getting updates on people, opportunities, projects, billing and all types of documents.

Document Management – All key commercial and delivery documents are stored within Kimble, ensuring that everyone who needs to, can find, update and store securely these key documents.

Access Kimble AnywhereAll you need to use Kimble is a computer attached to the Internet with a standard web browser, or a mobile device (e.g. iPad, iPhone or Android). Nothing to install. Nothing to maintain.

The Force.com platform – Kimble is built on the Industry leading hosted application provider (Force.com). It is a highly reliable system with full 24x7 support. Your data and setup is fully protected.

Cost-effective Solution – Pay-as-you-grow model. The Kimble solution is charged on a per user per month basis

These functions appeal to services organisations of all sizes and maturity. The application has also been designed to integrate closely with both on-premise applications and those in the cloud.

Switching to KimbleKimble can be easily adopted by your company whatever the size and wherever situated.

The service is delivered through the highly scalable and secure Salesforce.com infrastructure on the Force.com platform, and is entirely based on the web with no software to install. The Force.com infrastructure is hosted in two highly secure mirrored data centres, which you have full access to over the Internet.

Kimble work with your key users to understand your current processes and to configure the system specifically for your organisation. We assist in migrating existing data into Kimble to facilitate your organisations seamless transition.

Kimble has been inspired and designed through input from senior executives in numerous Professional Service firms across the US and UK.

To manage and continually improve all aspects of your professional services business, switch to Kimble.