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Deltek Insight 2019
Mott MacDonald November 19, 2019
MAC-02:Connect Business: The Best of Three Worlds
Daniel Patton, Mott MacDonald
Deltek Insight 2019Connect Business: The best of three worlds
Deltek Insight 2019
Mott MacDonald November 19, 2019
Standard disclaimer
3
Introducing Mott MacDonald 6
Overview of Connect Business 7
Opportunities identified 13
Benefits realization and next steps 17
1
2
3
4
Agenda
Role based dashboards 205
Roadmap 245
Introducing
Mott MacDonald
Overview of Connect Business
“Connect Business is the foundation building block to enabling Group Strategy”
Mike Haigh, Executive ChairMott MacDonald
Deltek Insight 2019
Mott MacDonald November 19, 2019
Key benefits for the business
Click and play animation
1Win more work
Improved method of
capturing
opportunities
2Enhanced resource
management
New Connect
Resources tool
3Improved
profitability
Better access to
project information,
procurement
processes, and credit
and debt control
4Mobile access
Integrating all
information in one
system with new
platforms, including
the ability to use the
system on mobile
devices
5Improved
collaboration
Easier cross-entity
working
9
Deltek Insight 2019
Mott MacDonald November 19, 2019
CRM
Vision 7.6 (CU39)Projects/Finance/HR
Maconomy 2.4.4
A fully integrated ERP solution
One system, different modules
Resource Management
People Planner 3.8.6
Deltek Insight 2019
Mott MacDonald November 19, 2019
Connecting Connect Business
LEARNTrack Record for Create, Capture and Convince
DOProject Execution, Monitor & Control
DOProject Initiation and Plan
WINCreate, Capture, Convince
Customer Satisfaction Questionnaire
Decision to Invest
Live project and resource information used for proposals and reports
Project and resource information used for proposal and reports
Record Potential Client information
Decision to Capture
Decision to Bid
Proposal Approval
Bid Won/Lost
Pro
jec
t L
ife
cyc
le
Co
nn
ec
t B
us
ine
ss
REL Project
Budget Approval
CAAP
11
Con
ne
ct
CR
M
(Vis
ion
)
Con
ne
ct
Pro
jects
(Ma
co
no
my)
Con
ne
ct
Reso
urc
ing
(Pe
op
le
Pla
nn
er) Resource
Allocation
Budget creation
Budget updates
Resource updates
Resource Reporting
The best of three worlds….
Win probability
PRO and FEE Project(s)
Connect Business:
Let’s see what it looks like
Opportunities identified
Working alongside Deltek to capture opportunities
Deltek Insight 2019
Mott MacDonald November 19, 2019
Resourcing at the heart of budgeting
Opportunity – Improve integration between Maconomy and People Planner to enhance user experience
14
Opportunity
Improve integration
between Maconomy
and People Planner
to enhance user
experience
Solution
Move to task based
budgeting
Enhanced integration
between Maconomy
and People Planner
New tabs created in
Maconomy
Enhanced
functionality added to
People Planner
Outcome
Enhanced user
experience that allows
Mott MacDonald to
create detailed project
budgets that drive our
Resource
Management
approach
Deltek Insight 2019
Mott MacDonald November 19, 2019
Solution – Example 1 – Resource Allocations assistant panel
New tabs created in Maconomy
15
Working Budget
The PM has the ability to view Resource
Allocations against each Time and Amount
task. The PM can view the hours forecasted
each month as well as the cost and billing
associated with those hours
Baseline Budget
The resource allocations can also
be copied to the Baseline Budget,
allowing Mott MacDonald to have
a true baseline of costs and
resourcing
Deltek Insight 2019
Mott MacDonald November 19, 2019
Solution – Example 2
Enhanced functionality in People Planner
16
Project Managers now have the ability to see employee cost rate information when resourcing their project
Project Managers
can now
periodically
forecast Amount
tasks within
People Planner
Example of both
hours and
amount costs
visible within
People Planner
Benefits realization and next steps
A continuous improvement journey
Deltek Insight 2019
Mott MacDonald November 19, 2019
Deployment roadmap
Journey towards benefits realization
Business readiness Deploy Survive Benefits realization
6 to 12
months
in
advance
Go
Live
3 months
after Go
Live
Ongoing
The North America
deployment is now here
Deltek Insight 2019
Mott MacDonald November 19, 2019
Benefits Realization
Making the best of what we have
19
Revised process
Adapting our procedures e.g. when we do / do not do something based on the new or modified capability
Configuration and sprint managed changes
Modifications to enhance or support the new process / behaviour e.g. labelling, additional fields to collect information, update to access types
Sprint managed changes such as BO reports
General Support
Checklist, setup guidance, webinars, tips & tricks, and campaigns
Behavioural changes
Changing the way we interact
Role based dashboards
Taking advantage of the data available
Deltek Insight 2019
Mott MacDonald November 19, 2019
Account Leader dashboard
*Test data visual
21
Deltek Insight 2019
Mott MacDonald November 19, 2019
Project Manager / Project Principal dashboard
*Test data visual
22
Deltek Insight 2019
Mott MacDonald November 19, 2019
BMS Manager dashboard
*Test data visual
23
Roadmap
Supporting our thirst for innovation
Deltek Insight 2019
Mott MacDonald November 19, 2019
Mott MacDonald and Deltek roadmap
Three big questions…
1When to transition to iAccess for Projects? 2
When to transition to VantagePoint for CRM?
25
3When will People Planner seamlessly integrate with project planning tools?
“The launch of Connect Business is in the view of Deltek, one of the highest quality and most comprehensive training and awareness programmesundertaken by any of our clients, with a combination of training, videos, and supporting documentation. Mott MacDonald are leaving nothing to chance. Change management, training, and data migration have been key to Mott MacDonald’s planning from the outset, which has hugely minimized the risk, and increased the quality in the go live transition. Mott MacDonald have shown huge commitment to achieving a successful transition. The programme is an example to all clients of how to transition to a new Project ERP”
Chris McGhieSenior Director, Enterprise Customer Success, Deltek
Thank you
Deltek Insight 2019
Mott MacDonald November 19, 2019
