VI-101: Take Project Information Management to the Next Level · VI-101: Take Project Information Management to the Next Level Nick Nieder Phil Shaw Bret Tushaus. Agenda ... portfolio

VI-101: Take Project Information

Management to the Next LevelNick Nieder

Phil Shaw

Bret Tushaus

Agenda

Introducing Union Square

Why Deltek Project Information Management

Project Information Management in Action

Get Your Business Organized

Q & A

© Deltek, Inc. All Rights Reserved2


Who is Union Square?

Information management and

collaboration software designed to

help A/E/C firms store and access

critical corporate and project

information including documents,

drawings, images, and emails in one

central location.

Information Management for the Entire Project Lifecycle

Win More by streamlining your

business development

Manage More through great

planning and resource

optimization

Develop More by finding and

cultivating top talent

Deliver More revenue and

profit through project based

ERP

Measure More by visualizing

the problem areas and the

opportunities

POWERINGTHE PROJECT

LIFECYCLEWin

ManageMeasure

Deliver Develop

COMPLETEPROJECT ERP

Deltek provides a complete

portfolio of solutions

Enable, automate and empower

front, back and mid-office

We enable our customers to get

a return on their investment

faster and more reliably than

other vendors

Our out of the box project based

solution lowers costs, risks and

increases the speed of

business

3rd Party Integration Framework

Client Relationship Management

Resource Management

Project Management

Project Creation Project Budgeting Project Performance

Purchasing & Inventory Time & Expenses Invoicing

Human Capital Management

Talent Acquisition Learning Management

Profile Management

Financial Management

General ledger Accounts Receivable Accounts Payable

Finance Budgeting Banking Fixed Assets

Pla

nR

esp

on

dIm

pro

ve

AnalysisReportsDashboards

Social Collaboration

Information Management

Document Management Drawing Lifecycle

Job Site Execution

Resource Utilization Labor Forecasting Planning & Staffing

Win

ManageMeasure

Deliver Develop

Bringing the best of Deltek together with Project Information Management






Vision Holds Master Data

Create and Edit for: Projects

Clients

Contacts

Employees

Opportunities

Marketing Campaigns

Project Information Management interface embedded

in Vision smart client / Ajera dashboard providing

seamless interaction between records and

associated document assets

©2016 Deltek, Inc. All Rights Reserved 10

What Can Project Information Management Do For You?

Nick Nieder | Senior Product Manager

Phil Shaw | Senior Product Manager

Why Project InformationManagement?

THE DRAWING OFFICE OF 1953


THEN IN 1980’S, COMPUTERS & COMPUTER PROGRAMMERS ARRIVED!


THE 1980’S – YOUNG, UPWARDLY MOBILE


30 YEAR JOURNEY: FROM PAPER TO DOCUMENTS TO DATA


THE ANSWER?

SWAPPING

PHYSICAL

CLUTTER FOR

DIGITAL

TRASH……



Top Project Information Management Challenges

Systems don’t talk to each other

Project communication barriers

Difficult to share project files

Struggle finding documents

Greater risk during litigation

Access to information remotely

The Greater Challenges In The Corporate Space

Departmental Knowledge

Silo’s

Uncontrolled Network Shares

Inundated with Emails

Too Much Dependency on Spreadsheets

Hard to Find and Create

Key Documents

Little Consolidated

Reporting

Sharing of Large files

It is “easier to do my own

thing”


How Do You Organize The Project Mess

One Place of

Truth

Establish A True DMS

Enforcing Corporate Standards

Integrating Data

Project Control

Processes & Management

Empower Mobile

Working

Enable Seamless

Collaboration


True Enterprise Wide Information Management

•All corporate / project data in one view

•Integrated business intelligence & reporting

•Break down departmental barriers with integrated process

•Email & document management and file sharing

DOCUMENTS PROCESSES

INFORMATIONManagement Information

Create The One Place of

Truth



Integrating Data

Project Control


Empower Mobile

Working

Enable Seamless

Collaboration


Corporate Information Management Challenge Fixed

DOCUMENTS PROCESSES

INFORMATIONManagement Information

Project Information

Management



Integrating Data

Project Control


Empower Mobile

Working

EnableSeamless

Collaboration



Why Project Information Management?

Improve EfficiencyCentral hub to store, manage,

retrieve and share files with ease.

Collaborate MoreGet control of your project communication keeping your team informed and on track.

Manage ProgressKeep track of RFIs and other key documentation so you can monitor project progress any time.

Reduce RiskProtect your firm with greater visibility into project data to mitigate risk and resolve disputes faster.

PIMOne Place Of Truth

Project Information Management

UNMANAGED WORLD STRUCTURED WORLD

Total Project Information Management


A Day in the Life…


Project Manager

Here’s how Deltek Project Information Management can significantly reduce

the administrative burden

Reviewing project information

Creating documents from templates

Managing Emails

Searching for documents


Design Manager

Deltek Project Information Management has the tools needed to make the

process easy and to ensure that you have the records you need

Drawing / Document Register

Controlled Number Schemes

Revision Control

Revit Integrator

Drawing / Document Transmittal

Reporting

– Issue Register

– Drawing Register


Engineer’s Site VisitWith Deltek Project Information Management Mobile tools you will always stay

connected and enables true in field working

Find phone number of subcontractor

Take a photo

View a drawing

Raise an observation

Raise a client defect

Use a custom form

Review main system integration




Improve EfficiencyCentral hub to store, manage,

retrieve and share files with ease.

Collaborate MoreGet control of your project communication keeping your team informed and on track.

Manage ProgressKeep track of RFIs and other key documentation so you can monitor project progress any time.

Reduce RiskProtect your firm with greater visibility into project data to mitigate risk and resolve disputes faster.

PIMOne Place Of Truth

Project Information Management

UNMANAGED WORLD STRUCTURED WORLD

Total Project Information Management


We’d like your help…

Email us at [email protected] and let us you would be willing

to talk to us about how Project Information Management can best meet

your needs.

Please submit a survey for this session via the

mobile app.