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.