Deltek Insight 2011: The Future of Vision Performance Management

VI-208 – The Future of Vision Performance Management

Insight 2011Bret Tushaus

[email protected]

Introduction

Bret Tushaus Product Director Former Vision customer Using Vision since 2.0

2 ©2011 Deltek, Inc. All Rights Reserved

Agenda

Why is Performance Management critical – and what principles drive Vision Performance Management module?

What is Vision Performance Management (VPM)? Today, Tomorrow, Beyond Q&A


Key Takeaways

Recognizing the value of VPM

Understanding what VPM

Start to understand how insight can drive decision making

Understanding of current VPM functionality

Understanding and appreciation for where VPM is going

Ideas about how your organization might benefit


What did our parents always tell us?

“The key to success in life is to make good choices”

2010 Deltek, Inc.

Why is Performance Management Critical?

How do you consume data today?

Are adjustments made reactively or proactively?

Do you spend time deciphering the format of reports – versus immediately understanding the data presented?

Is the data presented in a consistent manner with each installment?

Is organizational performance reviewed in real-time or after the fact?

Are you able to use organizational data for predictive analysis?


Why is Performance Management Critical?

Performance data is multi-dimensional – past, present and future

Performance and associated decisions happen at many levels and within different contexts throughout an organization

Constituents need to not only understand their performance but also the goals against which that performance is measured

Business moves fast - decision makers need to stay ahead of potential problems

Everyone is busy – we do not have extra time to makes sense of mounds of data


Effective Decision Making

Copyright © 2010 Deltek, Inc.

EFFECTIVE

DECISIONS

Specific Goals

Concrete Measures

Foundation and

Feedback Information

Throughout an Organization

Copyright © 2010 Deltek, Inc.

LongTermGoalsShortTermGoals

Day-to-Day Operational Goals

Executives and Upper Management

Organizational and Resource Managers

Project Managers

Principles Driving Vision Performance Management

Enable decision-makers to spend more time making decisions and less time sorting through the data

Enable role-appropriate consumption of performance data

Enable goals to drive the decision making process

Enable historical and predictive analysis

Enable more real-time scrutiny, not after-the-fact reactions

Enable effective decision making


April 18, 202311 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved

What is Vision Performance Management?

Components

Analysis Cubes

Performance Canvases


Structure


regularly recurring refresh

Presentation Layer(Performance Canvas,

Excel, etc.)

Data Warehouse

Vision Live Transactional DatabaseVision Live Transactional Database

Analysis Cubes

Terminology

Dimensions and Measures


Total Revenue

Retail

2005 2006 2007 2008 2009 2010 2011

Healthcare

Corporate

Religious

Boston

Chicago

Miami

Dallas

$3,156,834

Terminology


Canvases, Slicers and Gems

April 18, 202316

Today

CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved

Visualization


Visualization


Analysis Cubes


Project and General Ledger cubes

Earnings/Revenue, AR, Labor, Project Costs, Expenses and Billing, Ledger

Single language, single currency

About 60 total measures available



Role based sample canvases

General Ledger and Project / Firm focus

Executive, Organizational Manager, Principal, Project Manager, Finance Manager

Auto-filtering based on logged in user

28 sample canvases





General Ledger based canvases



Role based canvases

Mobility


April 18, 202325

Tomorrow


Road Map Disclaimer


The information shared today regarding product features beyond Vision 6.1 is considered confidential. Furthermore, it does not represent a commitment on the part of Deltek to deliver the new functionality that is discussed, nor does it obligate Deltek to deliver any new functionality within any specific timeframe.

Europa – Vision Performance Management


Deeper integration into Vision core

Highly configurable

Key Performance Indicators (KPI)

Multi-currency and multi-lingual

Improved canvases

Europa – Vision Performance Management


Massive expansion of measures and dimensions Project planning

CRM

Project budgeting

Revenue and expenses

General ledger budgeting

Employee centric

Accounts receivable aging

User defined fields

Calculated measures

Expanded Analysis Cubes part of the VPM module

Analysis Cubes


Values Group:

Earnings folder

Backlog

Effective Multiplier.

Net Revenue

Net Revenue @ Billing

Profit

Profit Excluding Overhead

Profit Percent

Profit Percent Excluding Overhead

Realization Ratio

Spent @ Billing

Spent @ Cost

Spent @ Cost Excluding Overhead

Unbilled

Variance

Variance Percent

Accounts Receivables Group:

Accounts Receivable Balance

Billed Group:

Billed

Compensation Group:

Compensation

Consultant Fee

Reimbursable Allowance

Total Compensation

Phase folder

Phase Compensation

Phase Consultant Fee

Phase Reimbursable Allowance

Phase Total Compensation

Project folder

Project Compensation

Project Consultant Fee

Project Reimbursable Allowance

Project Total Compensation

Task Compensation

Task Consultant Fee

Task Reimbursable Allowance

Task Total Compensation

Expenses Group:

Expense Billing

Expense Cost

Labor Group:

Labor Overtime Cost

Labor Overtime Hours

Labor Regular Cost

Labor Regular Hours

Labor Special Overtime Cost

Labor Special Overtime Hours

Labor Total Billing

Labor Total Cost

Labor Total Hours

Overhead Group:

Overhead

Received Group:

Received

Revenue Group:

Revenue

xEarningsBacklogContract BacklogEffective MultiplierGross MarginGross Margin PercentNet RevenueNet Revenue @ BillingProfitProfit PercentRealization RatioSpent @ BillingSpent @ CostSpent @ Cost Excluding OverheadVarianceVariance PercentEarnings - MulticurrencyBacklog in Billing CurrencyBacklog In Project CurrencyContract Backlog in Billing CurrencyContract Backlog in Project CurrencyEffective Multiplier In Billing CurrencyEffective Multiplier In Project CurrencyGross Margin In Billing CurrencyGross Margin In Project CurrencyGross Margin Percent in Billing CurrencyGross Margin Percent in Project CurrencyNet Revenue In Billing CurrencyNet Revenue In Project CurrencyProfit In Billing CurrencyProfit In Project CurrencyProfit Percent In Billing CurrencyProfit Percent In Project CurrencySpent @ Cost Excluding Overhead In Billing CurrencySpent @ Cost Excluding Overhead In Project CurrencySpent @ Cost In Billing CurrencySpent @ Cost In Project CurrencyUnbilledDWO 360 DWO 90 UnbilledUnbilled - ConsultantUnbilled - LaborUnbilled - ReimbUnbilled - Revenue Method 4Unbilled - Revenue Method 5Unbilled OtherUnbilled - MulticurrencyUnbilled - Consultant In Billing CurrencyUnbilled - Consultant In Project CurrencyUnbilled - Labor In Billing CurrencyUnbilled - Labor In Project CurrencyUnbilled - Reimb In Billing CurrencyUnbilled - Reimb In Project CurrencyUnbilled - Revenue Method 4 In Billing CurrencyUnbilled - Revenue Method 4 In Project CurrencyUnbilled - Revenue Method 5 In Billing CurrencyUnbilled - Revenue Method 5 In Project CurrencyUnbilled in Billing CurrencyUnbilled in Project CurrencyUnbilled Other In Billing CurrencyUnbilled Other In Project CurrencyAccount MeasuresAccounts CountAccounts Receivable BalanceMulticurrencyAccounts Receivable Balance In Billing CurrencyAccounts Receivable Balance In Project CurrencyActivities MeasuresActivities CountAR TrendingAR Over 120AR Over 30AR Over 60AR Over 90DSO 360 DSO 90 Total Outstanding ARMulticurrencyAR Over 120 In Billing CurrencyAR Over 120 In Project CurrencyAR Over 30 In Billing CurrencyAR Over 30 In Project CurrencyAR Over 60 In Billing CurrencyAR Over 60 In Project CurrencyAR Over 90 In Billing CurrencyAR Over 90 In Project CurrencyBilledBilledBilled Add OnsBilled ConsultantsBilled FeesBilled InterestBilled LaborBilled OtherBilled ReimbursablesBilled TaxesBilled UnitsBilled By CategoryBilled - ConsultantBilled - LaborBilled - Other CategoryBilled - ReimbBilled - Revenue Method 4Billed - Revenue Method 5Billed By Category - MulticurrencyBilled - Consultant In Billing CurrencyBilled - Consultant In Project CurrencyBilled - Labor In Billing CurrencyBilled - Labor In Project CurrencyBilled - Other Category In Billing CurrencyBilled - Other Category In Project CurrencyBilled - Reimb In Billing CurrencyBilled - Reimb In Project CurrencyBilled - Revenue Method 4 In Billing CurrencyBilled - Revenue Method 4 In Project CurrencyBilled - Revenue Method 5 In Billing CurrencyBilled - Revenue Method 5 In Project CurrencyMulticurrencyBilled Add Ons In Billing CurrencyBilled Add Ons In Project CurrencyBilled Consultants In Billing CurrencyBilled Consultants In Project CurrencyBilled Fees In Billing CurrencyBilled Fees In Project CurrencyBilled In Billing CurrencyBilled In Project CurrencyBilled Interest In Billing CurrencyBilled Interest In Project CurrencyBilled Labor In Billing CurrencyBilled Labor In Project CurrencyBilled Other In Billing CurrencyBilled Other In Project CurrencyBilled Reimbursables In Billing CurrencyBilled Reimbursables In Project CurrencyBilled Taxes In Billing CurrencyBilled Taxes In Project CurrencyBilled Units In Billing CurrencyBilled Units In Project CurrencyClient MeasuresClients CountCompensation - ContractContract CompensationContract Consultant FeeContract Reimbursable AllowanceContract Total CompensationMulticurrencyContract Compensation In Billing CurrencyContract Compensation In Functional CurrencyContract Consultant Fee In Billing CurrencyContract Consultant Fee In Functional CurrencyContract Reimbursable Allowance In Billing CurrencyContract Reimbursable Allowance In Functional CurrencyContract Total Compensation In Billing CurrencyContract Total Compensation In Functional CurrencyPhase~ Contract Compensation In Billing CurrencyPhase~ Contract Compensation In Functional CurrencyPhase~ Contract Consultant Fee In Billing CurrencyPhase~ Contract Consultant Fee In Functional CurrencyPhase~ Contract Reimbursable Allowance In Billing CurrencyPhase~ Contract Reimbursable Allowance In Functional CurrencyPhase~ Contract Total Compensation In Billing CurrencyPhase~ Contract Total Compensation In Functional CurrencyProject Contract Compensation In Billing CurrencyProject Contract Compensation In Functional CurrencyProject Contract Consultant Fee In Billing CurrencyProject Contract Consultant Fee In Functional CurrencyProject Contract Reimbursable Allowance In Billing Currency

Project Contract Reimbursable Allowance In Functional CurrencyProject Contract Total Compensation In Billing CurrencyProject Contract Total Compensation In Functional CurrencyTask~ Contract Compensation In Billing CurrencyTask~ Contract Compensation In Functional CurrencyTask~ Contract Consultant Fee In Billing CurrencyTask~ Contract Consultant Fee In Functional CurrencyTask~ Contract Reimbursable Allowance In Billing CurrencyTask~ Contract Reimbursable Allowance In Functional CurrencyTask~ Contract Total Compensation In Billing CurrencyTask~ Contract Total Compensation In Functional CurrencyPhase~Phase~ Contract CompensationPhase~ Contract Consultant FeePhase~ Contract Reimbursable AllowancePhase~ Contract Total CompensationProjectProject Contract CompensationProject Contract Consultant FeeProject Contract Reimbursable AllowanceProject Contract Total CompensationTask~Task~ Contract CompensationTask~ Contract Consultant FeeTask~ Contract Reimbursable AllowanceTask~ Contract Total CompensationCompensation - PlanPlan Compensation BillingPlan Compensation CostPlan Consultant Fee BillingPlan Consultant Fee CostPlan Reimbursable Allowance BillingPlan Reimbursable Allowance CostPlan Total Compensation BillingPlan Total Compensation CostCompensation - ProjectCompensationConsultant FeeReimbursable AllowanceTotal CompensationCompensation - ProjectCompensation In Billing CurrencyCompensation In Functional CurrencyConsultant Fee In Billing CurrencyConsultant Fee In Functional CurrencyPhase~ Compensation In Billing CurrencyPhase~ Compensation In Functional CurrencyPhase~ Consultant Fee In Billing CurrencyPhase~ Consultant Fee In Functional CurrencyPhase~ Reimbursable Allowance In Billing CurrencyPhase~ Reimbursable Allowance In Functional CurrencyPhase~ Total Compensation In Billing CurrencyPhase~ Total Compensation In Functional CurrencyProject Compensation In Billing CurrencyProject Compensation In Functional CurrencyProject Consultant Fee In Billing CurrencyProject Consultant Fee In Functional CurrencyProject Reimbursable Allowance In Billing CurrencyProject Reimbursable Allowance In Functional CurrencyProject Total Compensation In Billing CurrencyProject Total Compensation In Functional CurrencyReimbursable Allowance In Billing CurrencyReimbursable Allowance In Functional CurrencyTask~ Compensation In Billing CurrencyTask~ Compensation In Functional CurrencyTask~ Consultant Fee In Billing CurrencyTask~ Consultant Fee In Functional CurrencyTask~ Reimbursable Allowance In Billing CurrencyTask~ Reimbursable Allowance In Functional CurrencyTask~ Total Compensation In Billing CurrencyTask~ Total Compensation In Functional CurrencyTotal Compensation In Billing CurrencyTotal Compensation In Functional CurrencyPhase~Phase~ CompensationPhase~ Consultant FeePhase~ Reimbursable AllowancePhase~ Total CompensationProjectProject CompensationProject Consultant FeeProject Reimbursable AllowanceProject Total CompensationTask~Task~ CompensationTask~ Consultant FeeTask~ Reimbursable AllowanceTask~ Total CompensationEmployee MeasuresEmployee Hours Per DayEmployee Prior Years With This FirmEmployee Provisional Rate BillingEmployee Provisional Rate CostEmployee Target RatioEmployee Utilization RatioEmployee Years With Other FirmsEmployees CountTotal Employee Hours Per DayEmployees Contract CreditsEmployee Contract Credit AmountEmployee Contract Credit Amount In Billing CurrencyEmployee Contract Credit Amount In Functional CurrencyEmployee Contract Credit PercentExpensesConsultant Direct BillingConsultant Direct CostConsultant Reimbursable BillingConsultant Reimbursable CostConsultant Total BillingConsultant Total CostExpense BillingExpense CostOther Expense Direct BillingOther Expense Direct CostOther Expense Reimbursable BillingOther Expense Reimbursable CostOther Expense Total BillingOther Expense Total CostUnit Direct BillingUnit Direct CostUnit QuantityUnit Reimbursable BillingUnit Reimbursable CostUnit Total BillingUnit Total CostCumulativeConsultant Cumulative BillingConsultant Cumulative CostConsultant Direct Cumulative BillingConsultant Direct Cumulative CostConsultant Reimbursable Cumulative BillingConsultant Reimbursable Cumulative CostExpense Cumulative BillingExpense Cumulative CostOther Expense Cumulative BillingOther Expense Cumulative CostOther Expense Direct Cumulative BillingOther Expense Direct Cumulative CostOther Expense Reimbursable Cumulative BillingOther Expense Reimbursable Cumulative CostUnit Cumulative BillingUnit Cumulative CostUnit Cumulative QuantityUnit Direct Cumulative BillingUnit Direct Cumulative CostUnit Reimbursable Cumulative BillingUnit Reimbursable Cumulative CostCumulative - MulticurrencyConsultant Direct Cumulative Cost in Billing CurrencyConsultant Direct Cumulative Cost in Project CurrencyConsultant Reimbursable Cumulative Cost in Billing CurrencyConsultant Reimbursable Cumulative Cost in Project CurrencyConsultant Total Cumulative Cost in Billing CurrencyConsultant Total Cumulative Cost in Project CurrencyExpense Cumulative Cost in Billing CurrencyExpense Cumulative Cost in Project CurrencyOther Expense Direct Cumulative Cost in Billing CurrencyOther Expense Direct Cumulative Cost in Project CurrencyOther Expense Reimbursable Cumulative Cost in Billing CurrencyOther Expense Reimbursable Cumulative Cost in Project CurrencyOther Expense Total Cumulative Cost in Billing CurrencyOther Expense Total Cumulative Cost in Project CurrencyUnit Direct Cumulative Cost in Billing CurrencyUnit Direct Cumulative Cost in Project CurrencyUnit Reimbursable Cumulative Cost in Billing CurrencyUnit Reimbursable Cumulative Cost in Project CurrencyUnit Total Cumulative Cost in Billing CurrencyUnit Total Cumulative Cost in Project Currency

MulticurrencyConsultant Direct Cost In Billing CurrencyConsultant Direct Cost In Project CurrencyConsultant Reimbursable Cost In Billing CurrencyConsultant Reimbursable Cost In Project CurrencyConsultant Total Cost In Billing CurrencyConsultant Total Cost In Project CurrencyExpense Cost In Billing CurrencyExpense Cost In Project CurrencyOther Expense Direct Cost In Billing CurrencyOther Expense Direct Cost In Project CurrencyOther Expense Reimbursable Cost In Billing CurrencyOther Expense Reimbursable Cost In Project CurrencyOther Expense Total Cost In Billing CurrencyOther Expense Total Cost In Project CurrencyUnit Direct Cost In Billing CurrencyUnit Direct Cost In Project CurrencyUnit Reimbursable Cost In Billing CurrencyUnit Reimbursable Cost In Project CurrencyUnit Total Cost In Billing CurrencyUnit Total Cost In Project CurrencyLaborLabor CountLabor Overtime CostLabor Overtime HoursLabor Regular CostLabor Regular HoursLabor Special Overtime CostLabor Special Overtime HoursLabor Total BillingLabor Total CostLabor Total HoursCumulativeLabor Cumulative BillingLabor Cumulative CostLabor Cumulative HoursCumulative - MulticurrencyLabor Cumulative Cost in Billing CurrencyLabor Cumulative Cost in Employee CurrencyLabor Cumulative Cost in Project CurrencyMulticurrencyLabor Overtime Cost In Billing CurrencyLabor Overtime Cost In Employee CurrencyLabor Overtime Cost In Project CurrencyLabor Realization Amount In Billing CurrencyLabor Realization Amount In Project CurrencyLabor Regular Cost In Billing CurrencyLabor Regular Cost In Employee CurrencyLabor Regular Cost In Project CurrencyLabor Special Overtime Cost In Billing CurrencyLabor Special Overtime Cost In Employee CurrencyLabor Special Overtime Cost In Project CurrencyLabor Total Cost In Billing CurrencyLabor Total Cost In Employee CurrencyLabor Total Cost In Project CurrencyTime AnalysisBenefit CostBenefit Hours Direct Cost Direct Cost OvertimeDirect Cost Special OvertimeDirect Hours Direct Hours OvertimeDirect Hours Special OvertimeIndirect Cost Indirect Cost OvertimeIndirect Cost Special OvertimeIndirect Hours Indirect Hours OvertimeIndirect Hours Special OvertimeLabor Realization AmountLabor Realization Hours Non- Billable Cost Non- Billable Cost OvertimeNon- Billable Cost Special OvertimeNon- Billable Hours Non- Billable Hours OvertimeNon- Billable Hours Special OvertimeTime Analysis - MulticurrencyBenefit Cost In Billing CurrencyBenefit Cost In Project CurrencyDirect Cost In Billing CurrencyDirect Cost In Project CurrencyDirect Cost Overtime In Billing CurrencyDirect Cost Overtime In Project CurrencyDirect Cost Special Overtime In Billing CurrencyDirect Cost Special Overtime In Project CurrencyIndirect Cost In Billing CurrencyIndirect Cost In Project CurrencyIndirect Cost Overtime In Billing CurrencyIndirect Cost Overtime In Project CurrencyIndirect Cost Special Overtime In Billing CurrencyIndirect Cost Special Overtime In Project CurrencyNon- Billable Cost In Billing CurrencyNon- Billable Cost In Project CurrencyNon- Billable Cost Overtime In Billing CurrencyNon- Billable Cost Overtime In Project CurrencyNon- Billable Cost Special Overtime In Billing CurrencyNon- Billable Cost Special Overtime In Project CurrencyOpportunity MeasuresOpportunities Average Days OpenedOpportunities CountOverheadOverheadMulticurrencyOverhead In Billing CurrencyOverhead In Project CurrencyPlan ExpensesBaselineBaseline Consultant Direct BillingBaseline Consultant Direct CostBaseline Consultant Reimbursable BillingBaseline Consultant Reimbursable CostBaseline Consultant Total BillingBaseline Consultant Total CostBaseline Other Expense Direct BillingBaseline Other Expense Direct CostBaseline Other Expense Reimbursable BillingBaseline Other Expense Reimbursable CostBaseline Other Expense Total BillingBaseline Other Expense Total CostBaseline Unit Direct BillingBaseline Unit Direct CostBaseline Unit QuantityBaseline Unit Reimbursable BillingBaseline Unit Reimbursable CostBaseline Unit Total BillingBaseline Unit Total CostBaseline - EACTotal Baseline - EAC Consultant Direct BillingTotal Baseline - EAC Consultant Direct CostTotal Baseline - EAC Consultant Reimbursable BillingTotal Baseline - EAC Consultant Reimbursable CostTotal Baseline - EAC Consultant Total BillingTotal Baseline - EAC Consultant Total CostTotal Baseline - EAC Other Expense Direct BillingTotal Baseline - EAC Other Expense Direct CostTotal Baseline - EAC Other Expense Reimbursable BillingTotal Baseline - EAC Other Expense Reimbursable CostTotal Baseline - EAC Other Expense Total BillingTotal Baseline - EAC Other Expense Total CostTotal Baseline - EAC Unit Direct BillingTotal Baseline - EAC Unit Direct CostTotal Baseline - EAC Unit QuantityTotal Baseline - EAC Unit Reimbursable BillingTotal Baseline - EAC Unit Reimbursable CostTotal Baseline - EAC Unit Total BillingTotal Baseline - EAC Unit Total CostEACEAC Consultant Direct BillingEAC Consultant Direct CostEAC Consultant Reimbursable BillingEAC Consultant Reimbursable CostEAC Consultant Total BillingEAC Consultant Total CostEAC Other Expense Direct BillingEAC Other Expense Direct CostEAC Other Expense Reimbursable BillingEAC Other Expense Reimbursable CostEAC Other Expense Total BillingEAC Other Expense Total CostEAC Unit Direct BillingEAC Unit Direct CostEAC Unit QuantityEAC Unit Reimbursable BillingEAC Unit Reimbursable CostEAC Unit Total BillingEAC Unit Total Cost

ETCETC Consultant Direct BillingETC Consultant Direct CostETC Consultant Reimbursable BillingETC Consultant Reimbursable CostETC Other Expense Direct BillingETC Other Expense Direct CostETC Other Expense Reimbursable BillingETC Other Expense Reimbursable CostETC Unit Direct BillingETC Unit Direct CostETC Unit Reimbursable BillingETC Unit Reimbursable CostMeasures.ETC Consultant Total BillingMeasures.ETC Consultant Total CostMeasures.ETC Other Expense Total BillingMeasures.ETC Other Expense Total CostMeasures.ETC Unit QuantityMeasures.ETC Unit Total BillingMeasures.ETC Unit Total CostPercent CompletePercent Complete Baseline Consultant BillingPercent Complete Baseline Consultant CostPercent Complete Baseline Other Expense BillingPercent Complete Baseline Other Expense CostPercent Complete Baseline Unit BillingPercent Complete Baseline Unit CostPercent Complete JTD Consultant BillingPercent Complete JTD Consultant CostPercent Complete JTD Other Expense BillingPercent Complete JTD Other Expense CostPercent Complete JTD Unit BillingPercent Complete JTD Unit CostPercent Complete Planned Consultant BillingPercent Complete Planned Consultant CostPercent Complete Planned Other Expense BillingPercent Complete Planned Other Expense CostPercent Complete Planned Unit BillingPercent Complete Planned Unit CostPercent Complete User-Entered Consultant BillingPercent Complete User-Entered Consultant CostPercent Complete User-Entered Other Expense BillingPercent Complete User-Entered Other Expense CostPercent Complete User-Entered Unit BillingPercent Complete User-Entered Unit CostPlan TotalsBaseline Total Expense BillingPlanned Total Expense BillingPlanned Total Expense CostPlannedPlanned Consultant Direct BillingPlanned Consultant Direct CostPlanned Consultant Reimbursable BillingPlanned Consultant Reimbursable CostPlanned Consultant Total BillingPlanned Consultant Total CostPlanned Other Expense Direct BillingPlanned Other Expense Direct CostPlanned Other Expense Reimbursable BillingPlanned Other Expense Reimbursable CostPlanned Other Expense Total BillingPlanned Other Expense Total CostPlanned Unit Direct BillingPlanned Unit Direct CostPlanned Unit QuantityPlanned Unit Reimbursable BillingPlanned Unit Reimbursable CostPlanned Unit Total BillingPlanned Unit Total CostPlanned - EACTotal Planned - EAC Consultant Direct BillingTotal Planned - EAC Consultant Direct CostTotal Planned - EAC Consultant Reimbursable BillingTotal Planned - EAC Consultant Reimbursable CostTotal Planned - EAC Consultant Total BillingTotal Planned - EAC Consultant Total CostTotal Planned - EAC Other Expense Direct BillingTotal Planned - EAC Other Expense Direct CostTotal Planned - EAC Other Expense Reimbursable BillingTotal Planned - EAC Other Expense Reimbursable CostTotal Planned - EAC Other Expense Total BillingTotal Planned - EAC Other Expense Total CostTotal Planned - EAC Unit Direct BillingTotal Planned - EAC Unit Direct CostTotal Planned - EAC Unit QuantityTotal Planned - EAC Unit Reimbursable BillingTotal Planned - EAC Unit Reimbursable CostTotal Planned - EAC Unit Total BillingTotal Planned - EAC Unit Total CostPlan LaborBaselineBaseline HoursBaseline Labor BillingBaseline Labor CostBaseline - EACTotal Baseline - EAC HoursTotal Baseline - EAC Labor BillingTotal Baseline - EAC Labor CostEACEAC HoursEAC Labor BillingEAC Labor CostEarned ValueACWP Planned BillingACWP Planned CostBCWS Baseline BillingBCWS Baseline CostBCWS Planned BillingBCWS Planned CostBCWP Baseline BillingBCWP Baseline CostBCWP Fees BillingBCWP Fees CostBCWP Planned BillingBCWP Planned CostETCETC HoursETC Labor BillingETC Labor CostPercent CompletePercent Complete Baseline Labor BillingPercent Complete Baseline Labor CostPercent Complete JTD Labor BillingPercent Complete JTD Labor CostPercent Complete Planned Labor BillingPercent Complete Planned Labor CostPercent Complete User-Entered Labor BillingPercent Complete User-Entered Labor CostPlannedPlanned HoursPlanned Labor BillingPlanned Labor CostPlanned - EACTotal Planned - EAC HoursTotal Planned - EAC Labor BillingTotal Planned - EAC Labor Cost Plan Measures Plans CountPlan TotalsBaselineBaseline Total BillingBaseline Total CostBaseline Total Expense CostTotal Baseline Consultant BillingTotal Baseline Consultant CostTotal Baseline Consultant Direct BillingTotal Baseline Consultant Direct CostTotal Baseline Consultant Reimbursable BillingTotal Baseline Consultant Reimbursable CostTotal Baseline Labor BillingTotal Baseline Labor CostTotal Baseline Labor HoursTotal Baseline Other Expense BillingTotal Baseline Other Expense CostTotal Baseline Other Expense Direct BillingTotal Baseline Other Expense Direct CostTotal Baseline Other Expense Reimbursable BillingTotal Baseline Other Expense Reimbursable CostTotal Baseline Unit BillingTotal Baseline Unit CostTotal Baseline Unit Direct BillingTotal Baseline Unit Direct CostTotal Baseline Unit QuantityTotal Baseline Unit Reimbursable BillingTotal Baseline Unit Reimbursable CostBaseline - EACTotal Baseline - EAC Total BillingTotal Baseline - EAC Total Cost

Compensation - Plan AnalysisPlan Analysis Compensation BillingPlan Analysis Compensation CostPlan Analysis Consultant Fee BillingPlan Analysis Consultant Fee CostPlan Analysis Reimbursable Allowance BillingPlan Analysis Reimbursable Allowance CostPlan Analysis Total Compensation BillingPlan Analysis Total Compensation CostEACEAC Total BillingEAC Total CostETCETC Total BillingETC Total CostMultipliersBudget Multiplier Billing Budget Multiplier Cost EAC Multiplier Billing EAC Multiplier Cost Plan Multiplier Billing Plan Multiplier Cost Target Multiplier BillingTarget Multiplier CostPlannedPlanned Total BillingPlanned Total CostTotal Planned Consultant BillingTotal Planned Consultant CostTotal Planned Consultant Direct BillingTotal Planned Consultant Direct CostTotal Planned Consultant Reimbursable BillingTotal Planned Consultant Reimbursable CostTotal Planned Labor BillingTotal Planned Labor CostTotal Planned Labor HoursTotal Planned Other Expense BillingTotal Planned Other Expense CostTotal Planned Other Expense Direct BillingTotal Planned Other Expense Direct CostTotal Planned Other Expense Reimbursable BillingTotal Planned Other Expense Reimbursable CostTotal Planned Unit BillingTotal Planned Unit CostTotal Planned Unit Direct BillingTotal Planned Unit Direct CostTotal Planned Unit QuantityTotal Planned Unit Reimbursable BillingTotal Planned Unit Reimbursable CostPlanned - EACTotal Planned - EAC Total BillingTotal Planned - EAC Total CostPlanned Billable Utilize HoursPlanned Billable Utilization HoursPlanned Utilize HoursPlanned Utilization HoursProject BudgetingPhase~Phase~ Budget Expense BillingPhase~ Budget Expense CostPhase~ Budget Expense EAC BillingPhase~ Budget Expense EAC CostPhase~ Budget Expense ETC BillingPhase~ Budget Expense ETC CostPhase~ Budget HoursPhase~ Budget Labor BillingPhase~ Budget Labor CostPhase~ Budget Labor EAC BillingPhase~ Budget Labor EAC CostPhase~ Budget Labor EAC HoursPhase~ Budget Labor ETC BillingPhase~ Budget Labor ETC CostPhase~ Budget Labor ETC HoursProjectProject Budget Expense BillingProject Budget Expense CostProject Budget Expense EAC BillingProject Budget Expense EAC CostProject Budget Expense ETC BillingProject Budget Expense ETC CostProject Budget HoursProject Budget Labor BillingProject Budget Labor CostProject Budget Labor EAC BillingProject Budget Labor EAC CostProject Budget Labor EAC HoursProject Budget Labor ETC BillingProject Budget Labor ETC CostProject Budget Labor ETC HoursTask~Task~ Budget Expense BillingTask~ Budget Expense CostTask~ Budget Expense EAC BillingTask~ Budget Expense EAC CostTask~ Budget Expense ETC BillingTask~ Budget Expense ETC CostTask~ Budget HoursTask~ Budget Labor BillingTask~ Budget Labor CostTask~ Budget Labor EAC BillingTask~ Budget Labor EAC CostTask~ Budget Labor EAC HoursTask~ Budget Labor ETC BillingTask~ Budget Labor ETC CostTask~ Budget Labor ETC HoursProject MeasuresPhase Weighted Percent Complete - ExpensePhase Weighted Percent Complete - LaborPhase Weighted Percent Complete - OverallProject Weighted Percent Complete - ExpenseProject Weighted Percent Complete - LaborProject Weighted Percent Complete - OverallTask Weighted Percent Complete - ExpenseTask Weighted Percent Complete - LaborTask Weighted Percent Complete - OverallProject MeasuresPhase~Phases~ CountPhase~ Percent CompletesPhase~ Percent Complete - ExpensePhase~ Percent Completes Phase~ Percent Complete - LaborPhase~ Percent Completes Phase~ Percent Complete - OverallProjectProjects CountProject Percent CompletesProject Percent Complete - ExpenseProject Percent Complete - LaborProject Percent Complete - OverallTask~Tasks~ CountTask~ Percent CompletesTask~ Percent Complete - ExpenseTask~ Percent Complete - LaborTask~ Percent Complete - OverallPromotional SpentPromotional Spent At BillingPromotional Spent At CostMulticurrencyPromotional Spent At Cost In Billing CurrencyPromotional Spent At Cost In Project CurrencyReceivedReceivedMulticurrencyReceived In Billing CurrencyReceived In Project CurrencyRevenue - OpportunityOpportunity RevenueOpportunity Weighted RevenueRevenue - PlanPlan Consultant RevenuePlan Expense RevenuePlan Labor RevenuePlan RevenuePlan Unit RevenueRevenue - ProjectRevenueRevenue - ConsultantRevenue - LaborRevenue - Other CategoryRevenue - ReimbRevenue - Revenue Method 4Revenue - Revenue Method 5Revenue 360Revenue 90MulticurrencyRevenue - Consultant In Billing CurrencyRevenue - Consultant In Project CurrencyRevenue - Labor In Billing Currency

Revenue - Labor In Project CurrencyRevenue - Other Category In Billing CurrencyRevenue - Other Category In Project CurrencyRevenue - Reimb In Billing CurrencyRevenue - Reimb In Project CurrencyRevenue - Revenue Method 4 In Billing CurrencyRevenue - Revenue Method 4 In Project CurrencyRevenue - Revenue Method 5 In Billing CurrencyRevenue - Revenue Method 5 In Project CurrencyRevenue In Billing CurrencyRevenue In Project CurrencyTime AnalysisDirect over Total HoursDirect over Total Hours less Benefit Direct over Total CostDirect over Total Cost less Benefit AvailableAvailable Billable Goal Available Cost Available Full Time Equivalent Available Hours Available Number of Working Days Available Planned Billable UtilizationAvailable Planned Scheduled Ratio Available Planned Utilization Direct over Available HoursDirect over Available Cost less Benefit Direct over Available Cost Direct over Available Hours less BenefitLabor Realization over Available Hours StandardDirect over Standard Cost Direct over Standard Cost less Benefit Direct over Standard Hours Direct over Standard Hours less Benefit Labor Realization over Standard Hours Standard Billable Goal Standard Cost Standard Full Time Equivalent Standard Hours Standard Number of Working Days Standard Planned Billable UtilizationStandard Planned Scheduled Ratio Standard Planned Utilization Vendor MeasuresVendor Paid Last YearVendor Paid This YearVendors Count

Vis

ion

5.x

and

6.x V

ision E

uro

pa

Configurability


Configurability


Configurability


Configurability


Analysis Cubes


Analysis Cubes


Analysis Cubes


Unprecedented insight into organizational performance…Performance Canvases


Numeric and graphical visualization…Performance Canvases


Performance CanvasesCRM, business development and contract management…










Performance CanvasesIncorporating targets and user defined fields…








Performance CanvasesInclusion of planning and utilization data…








Performance CanvasesInclusion of AR aging data…


Performance CanvasesInclusion of AR aging data and the ability to take action…


April 18, 202354

Beyond


Beyond


Further expansion of measures and dimensions

Convergence of visualization and performance canvases

Metric based alerts and notifications

Integrated performance data – embedded gems

Comprehensive performance review

Community based benchmarking and KPIs


Metric Based Alerts

Opportunity Pipeline Revenue for Organization falls below KPI

Effective Multiplier for Organization falls below KPI

Labor Utilization falls below KPI

Organizational Profit Percentage falls below budget

Previous period actual hours fall below planned hours by specified threshold

http://integritycsi.files.wordpress.com/2011/03/exception-alert2.jpg

http://integritycsi.files.wordpress.com/2011/03/exception-alert2.jpg

http://findicons.com/icon/131379/dashboard

http://findicons.com/icon/131348/mail


Embedded Gems

Comprehensive Performance Review


Vision Data

Client Feedback

Improved Understanding


Comprehensive Performance Review

VisionData

Client Feedback

Improved Understanding


Community Based Benchmarking

Exposing industry based performance measurements

Benchmarking your data against industry-wide data

Aggregated and sanitized

Validate your own performance

Identify room for improvement


What Else?

Questions?

Bret [email protected]

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Technology

Deltek Insight 2011: The Future of Vision Performance Management