Deltek Insight 2011: Deltek Business Performance Management Overview: Plan, Monitor, and Analyze

CP-134: Deltek Business Performance Management Overview: Plan, Monitor, and Analyze

Insight 2011Presented byStephanie Bailey, DeltekCarol Gibbs, Deltek

04/18/20232 ©2011 Deltek, Inc. All Rights Reserved

Project Manufacturing

Human Resources

Project Management

Financial Management

Enabling Success

Winning More Business

Reducing the Cost of Compliance

Increasing Project Visibility

Improving Cash Flow

CRM and Capture Management

Teaming Solutions

Market Intelligence

Business Performance Management

Know More

Win More

Do More


Project Manufacturing

Human Resources

Project Management


Know More

CRM and Capture Management

Teaming Solutions

Market IntelligenceWin More

Do More

Project & Org Budgeting

Analytical Workspace

Resource Visibility

Enterprise Reporting


Know More


Agenda

GovCon Project Lifecycle & Business Performance Mgmt Suite Business Performance Mgmt Architecture Product Highlights & Customer’s Goals

Budgeting & Planning Enterprise Planner Costpoint Enterprise Reporting Costpoint Analytics

Moving up the Maturity Curve Q & A Call to Action


Key Takeaways

Business Performance Management Suite of products and how each fits your needs.

How to gain timely and accurate access to project and corporate information to plan, monitor, and analyze your business.

How to reach stakeholders across the enterprise - executives, project managers, accountants, HR/Payroll managers, and purchasing agents.

Learn how these tools work hand in hand.

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Enabling the Project Lifecycle

Information Solutions (INPUT)

TeamingSolutions

Business Development and Capture Management

ProjectManagement


Human Capital Management


Governance, Risk and Compliance

Winning More

Business

Reducing the Cost of

Compliance

Increasing Project

Visibility

Improving Cash Flow

©2011 Deltek, Inc. All Rights Reserved

04/18/20237

…With Business Performance Management Tools

Information Solutions (INPUT)

TeamingSolutions

Business Development and Capture Management

ProjectManagement


Human Capital Management


Governance, Risk and Compliance

Winning More

Business

Reducing the Cost of

Compliance

Increasing Project

Visibility

Improving Cash Flow

Solutions to help you Plan, Monitor & Analyze

Each Phase of the Project Lifecycle


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Product Portfolio: Three Steps to Success

Building Blocks for Our Customers’ Success

Plan: “What we think will happen”

Provide modular solution for budgeting, planning, forecasting, and ‘what-if’ scenario modeling

Optimized for cross-functional planning across the organization

Monitor: “Where are we today” Unified reporting architecture which empowers employees with self-service access to

the detailed operational reports needed to make informed, accountable decisions

Analyze: “Where are we going vs. plan” Role-based applications that transform transactional data into business insight

Ability to synthesize information across the enterprise

Delivers decision analysis capabilities to strategic roles (Executive, PMs, BD, etc.)


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Business Performance Management Suite

Role Based AnalyticsCostpoint Analytics

Role-based Dashboards, out of the box metrics

Trending and analysis in highly interactive environment

Synthesize Information across multiple data sources

Powered by QlikView

ReportingCostpoint Enterprise Reporting

Ad-hoc query generation

Reporting models on top of transactional Costpoint database

Report against multiple data sources (Deltek & other)

Self service for every persona

Org, Project, Row Level Security

Zero Footprint

Powered by IBM/Cognos

Budgeting & PlanningEnterprise Planner

Customizable for organizations with complex budgeting needs

“Blank Slate”

Budgeting & Planning

Create & manage project & organizational budgets

Project status & costs in real time

Fully integrated/designed for CP


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BPM Architecture

Enterprise Reporting

CP Financial& Projects

CP HumanResources &

PayrollCP MaterialsB&P CRM/

GovWinTime &

Expense

Analytics Platform

Summary and Suite of Analytic Dashboards

Extensibility

CP Embedded Reports Canned, Transactional Reports For Back Office Workers & Specialists Org Level Security Examples:

– Forms and Invoices (DDT250, 1034) – Tax (W2,1099),– Compliance (EE0-1, VETS-100, NASA

533, Daily Floor Check)

Finance Back Office

HR Benefits, Payroll, IS Managers

Production and InventoryManagers

Project Managers &

ControllersBusiness

Dev

Employees,Payroll Admin

Application Servers Database Tier

Costpoint Enterprise Platform

Costpoint Enterprise Reporting Ad Hoc Query & Self Service

Reporting Provides Enterprise view Org/PM/Project/Row Level Security Reporting Across the Costpoint

Applications & 3rd party sources

Costpoint Analytics Role Based Analytical Dashboards Highly Configurable & Customizable Executive Scorecard

Projects at risk, Labor Util., Revenue

Trending with Budgets & Actuals Configurable thresholds and

calculations

UtilizationProfit/

RevenueProjects at

RiskBacklog


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Budgeting and Planning

Single, unified application for out of the box: Project & Organizational budgeting, Resource Planning, Forward Rate Forecasting, Project & Financial reporting

Tight integration with Deltek Costpoint, GCS Premier, Time & Expense, & MS Projects

Web Based, Excel Look & Feel, Easy to use Interface

Out of the box project & financial reports

EVM Cost Perf. Reports (CPR) Formats 1-5

Quick Deployment and Implementation

11©2011 Deltek, Inc. All Rights Reserved


Customer Goals

Assist Program Managers and Administrators with the daunting task of finishing projects on-time and on-budget.

Provide Organizational and Divisional Managers with visibility to be able to manage to a level of operations that supports proposal and billing rates.

Facilitate Finance to rein control and drive accountability in the planning and budgeting processes.

Budgeting & Planning Transforms Chaos into Collaboration Budgeting & Planning Transforms Chaos into Collaboration

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Enterprise Planner

Helps to cut planning cycle by 50%, improve quarterly forecasts for financial analyst community, rollup plans across organizations and conduct what-if analysis.

Works best for clients with pre-established planning processes that prefer a customizable solution.

Provides a robust solution with business intelligence and planning; easy integration with Costpoint.



Customer Goals

Collect planning data from across the enterprise through an intuitive web interface.

Perform “What if” analysis and “Slice and Dice” reporting. Automate workflow approvals and version control. Execute top-down and bottom-up forecasting.

Enterprise Planner Provides Dynamic Integrated System for Planning, Budgeting and Forecasting

Enterprise Planner Provides Dynamic Integrated System for Planning, Budgeting and Forecasting

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Costpoint Enterprise Reporting

Enterprise-wide operational reporting Provides employees access to detailed

operational reports to make informed, accountable decisions

Intelligent Reporting: Role Based, Out of the Box Reports Drill Through for root cause analysis of

potential issues. Sample Alerts Self Service – Never Go To IT for Reports

Again



Customer Goals

Allows PMs to quickly understand project status, all with drill through capability. Reduced Reporting Backlog and costs in IT. Financial Reports that allow C-Level Executives to view P&L. Exception Reports like Zero Billing Rate reports that identify errors before the

invoice is sent to your customer.

Intelligent, Self Service Reporting for Deltek Costpoint –without IT Assistance

Intelligent, Self Service Reporting for Deltek Costpoint –without IT Assistance

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Costpoint Analytics

Immediate access to dashboards to provide key business insights and take action.

View KPIs with pre-defined thresholds and indicators @ summary and detailed level.

Historical and future trending with forecast,& budgets with actuals

Comparative analysis with other organizations and PMs



Customer Goals

Whenever business questions arise users can get quick access to data, to perform as needed analysis to get to root problem and take quick action.

Easy for end user to use to create analytic dashboards providing management a tool used to get a "bird's eye view" of enterprise health.

Out of the box analytics that provides customers the ability to use the provided content but also create their own.

Immediate Access to Data whenever you Need it Immediate Access to Data whenever you Need it

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Enterprise Analytics Role Based Dashboards with KPIs Pre-defined Guided Analysis Predictive What If Analysis Synthesize Information Across Multiple

Data Sources (including Deltek and Non Deltek) into data marts

Transactional Reporting Canned and Parameterized Reports Report Subscription and Delivery Directly from Costpoint transactional

database

Moving up the Maturity Curve


INCR

EASI

NG

AN

ALYT

IC S

OPH

ISTI

CATI

ON

Back Office Workers Workers

Information Analysts

.

Decision Makers

INCREASING USER INTERACTIVITY

Self Service Intelligent Reporting Ad-Hoc Query Generation and Drill Down Self Service Report Authoring Supported by Reporting Models on top of Transactional Costpoint

database

Costpoint Reporting


Enterprise Analytics

04/18/2023 ©2011 Deltek, Inc. All Rights Reserved20

Demo




Costpoint Budgeting & Planning


Costpoint Analytics


Summary

Discussed the Business Performance Management Suite of products and how each fits your needs.

Product demonstration of accessing project and corporate information to plan, monitor, and analyze your business.

Product demonstration showed its ability to reach stakeholders across the enterprise - executives, project managers, accountants, HR/Payroll managers, and purchasing agents.


Q&A

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http://www.facebook.com/deltekinc

http://www.linkedin.com/company/163414

http://www.youtube.com/user/deltekinc

http://www.facebook.com/deltekinc

http://www.linkedin.com/company/163414

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Call to Action

The Following Sessions Provide Additional Information on Costpoint Enterprise Reporting

CP-103: VSE - Improving Performance Management with Costpoint Enterprise Reporting and Costpoint Analytics

CP-209: Costpoint Enterprise Reporting Roundtable CP-212: What's New in Costpoint Enterprise Reporting (formerly DPM)? CP-235: Extending the Use of Costpoint Enterprise Reporting with Alert Reports

& Charts

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Education

Deltek Insight 2011: Deltek Business Performance Management Overview: Plan, Monitor, and Analyze