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Government                              Contractors Financial                                Systems Seminar              ...
WHAT’S ON TAP• INTRODUCTION & AGENDA• CHALLENGES FOR GOVT  CONTRACTORS• THE RAFFA/UNANET SOLUTION• REQUIREMENTS FOR SUCCES...
DO YOU NEED THE NEW SOFTWARE?HINT – SOMETIMES YOU NEED TO CHANGE YOUR SOFTWARE!                3
SEMINAR AGENDA•   DECIDE WHAT SYSTEMS TO CONSIDER    TO REPLACE YOUR FINANCIAL    SYSTEM•   REVIEW PROCESS FOR SELECTING  ...
ACCOUNTING SYSTEM LIFE        CYCLE1 TO 2 YEARS OLD - INFANCY  • Limited features, missing modules  • Bugs3 TO 4 YEARS OLD...
ACCOUNTING SYSTEM LIFE          CYCLE (CONT)•   7 TO 11 YEARS OLD - MATURITY    • Maturity and Respect    • Vertical focus...
STEPS FOR EVALUATING &              SELECTING•   DECISION MAKING TEAM•   BUDGET•   TIME SCHEDULE•   CURRENT SYSTEM PROBLEM...
STEPS FOR EVALUATING &           SELECTING (CONT)•   REVIEW POTENTIAL SOLUTIONS•   ELIMINATE OBVIOUS POOR CHOICES    •   P...
STEPS FOR EVALUATING &        SELECTING (CONT)•   ANALYZE REQUIREMENTS AGAINST    FEATURES•   IDENTIFY APPROPRIATE RESELLE...
CHALLENGES FOR GOVERNMENT       CONTRACTORSGENERATE KEY REPORTS WITHOUT USING &REKEYING IN EXCEL:  •   Financial Analysis ...
…AND RAFFA SOLUTIONSOUT OF THE BOX CONTRACTOR FINANCIALREPORTING   •    Statement of Indirect Costs including Fringe, OH a...
CRITICALREQUIREMENTS FORSUCCESS…
CRITICAL REQUIREMENTS FOR         SUCCESSWHAT TO LOOK FOR WHEN REVIEWINGINTEGRATED SOLUTIONS?OUT OF THE BOX, PROVEN FINANC...
BUSINESS PROCESS       IMPROVEMENTSINDIRECT RATES  • Monitor Trends via Management Reporter  • More Accurate Cost Informat...
BENEFITS FOR GOVERNMENT     CONTRACTORS•   CONTRACTORS LOOK FOR SOLUTIONS THAT    CAN MANAGE MULTIPLE CONTRACTS AND    COS...
MIXED COMMERCIAL ANDGOVERNMENT REQUIREMENTS KEY REQUIREMENTS - COMMERCIAL AND GOVERNMENT CONTRACTING •Consistent Accountin...
OPERATIONAL BENEFITSWHAT BENEFITS SHOULD OPERATIONS& PROJECT MANAGERS RECEIVEFROM MICROSOFT DYNAMICS?•Superior Cost Contro...
THE DCAA AUDITHOW DOES MICROSOFT DYNAMICS STACK UPDURING THE AUDIT?  •   Successfully completed years of DCAA      audits ...
MICROSOFT &       UNANETDYNAMICS & UNANETINTEGRATED SOLUTIONS •   Dynamics ERP •   Unanet •   SharePoint
MICROSOFT DYNAMICSWHAT IS MICROSOFT DYNAMICS?•   INTEGRATED FINANCIAL AND    OPERATIONAL/PROJECT MANAGEMENT    SOFTWARE•  ...
MICROSOFT DYNAMICSFUNCTIONALITY PROVIDED BY MICROSOFT DYNAMICS•FINANCIALS•ACCOUNTING•FRINGE, OVERHEAD AND G&A RATE CALCULA...
MICROSOFT SHAREPOINTWHAT IS MICROSOFT SHAREPOINT?A FOUNDATION FOR CONNECTEDINFORMATION•   TEAM COLLABORATION•   DASHBOARD•...
WHAT WILL YOU GET FROM THE   INTEGRATED SOLUTION?• Organized flow of information    • Project Management    • Resource All...
MICROSOFT DYNAMICS DEMO
GovCon Challenges –         The PM•   Project Status reports are too late to take corrective action;    Need real-time inf...
UNANET
Unanet Capabilities by          License Type – Cloud & On Premise                                             Project   Pr...
THE GOVCON SOLUTION: UNANET                        – SL    Microsoft Dynamics SL                                          ...
KEY BENEFITS FOR GOVCONSROBUST TIME AND EXPENSE REPORTING WITHDCAAREAL-TIME REPORTING AND DASHBOARDSENTERPRISE VIEW OF PRO...
UNANET OVERVIEW• Leading Professional Services Automation  solution for GovCons: Unanet Project Portfolio• Software Produc...
Sample Customers900+ Customers – 300,000+ Licenses!
DashboardsView Real-Time Metrics in Graphical Charts with drill down
Resource AllocationManage resource allocation across organization. Find resources with rightskills and availability.
DCAA Time & ExpenseEasy, Fast Time & Expense Reporting with DCAA Rules and Per Diems
Real-Time Project StatusKnow your project and task status, actual to budget up-to-the-minute;view actuals with forecast fo...
Earned ValueComply with ANSI 748 government requirements for EVM to managecontract cost and schedule. Will today’s EAC mee...
Demo• Resource Planning, Budgeting and  Forecasting• Time & Expense Entry• Real-Time Project Reporting and  Dashboards
DEMONSTRATIONS         38
QUESTIONS?             THANK YOU!!SETH ZARNY , szarny@raffa.com, 301-279-6500DONNA KILBOURN. dkilbourn@unanet.com, 703-689...
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2013-02-21 Government Contractors Seminar

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Transcript of "2013-02-21 Government Contractors Seminar"

  1. 1. Government Contractors Financial Systems Seminar Featuring Unanet & Microsoft Dynamics Seth Zarny – Partner Donna Kilbourn - Senior Vice President Glenn Anstead – Senior ManagerThrive. Grow. Achieve. February 21, 2013
  2. 2. WHAT’S ON TAP• INTRODUCTION & AGENDA• CHALLENGES FOR GOVT CONTRACTORS• THE RAFFA/UNANET SOLUTION• REQUIREMENTS FOR SUCCESS• KEY BENEFITS• PRODUCT OVERVIEW• CUSTOMER OVERVIEW• SOFTWARE DEMONSTRATION 2
  3. 3. DO YOU NEED THE NEW SOFTWARE?HINT – SOMETIMES YOU NEED TO CHANGE YOUR SOFTWARE! 3
  4. 4. SEMINAR AGENDA• DECIDE WHAT SYSTEMS TO CONSIDER TO REPLACE YOUR FINANCIAL SYSTEM• REVIEW PROCESS FOR SELECTING APPROPRIATE SOFTWARE• PROVIDE OVERVIEW OF CHALLENGES FOR GOVT CONTRACTORS• PRESENT SOFTWARE DEMO• ANSWER YOUR QUESTIONS 4
  5. 5. ACCOUNTING SYSTEM LIFE CYCLE1 TO 2 YEARS OLD - INFANCY • Limited features, missing modules • Bugs3 TO 4 YEARS OLD - CHILDHOOD • Young product • 3rd party modules, bugs, early developer team5 TO 6 YEARS OLD – ADOLESCENCE • Move to next technical version • Product Performance • Modules with different strength 5
  6. 6. ACCOUNTING SYSTEM LIFE CYCLE (CONT)• 7 TO 11 YEARS OLD - MATURITY • Maturity and Respect • Vertical focuses • Advanced features and capabilities • Strong Channel• 12 TO 15 YEARS – OLD AGE • Technology is Achilles heel • Legacy functions • Client base not technical leaders 6
  7. 7. STEPS FOR EVALUATING & SELECTING• DECISION MAKING TEAM• BUDGET• TIME SCHEDULE• CURRENT SYSTEM PROBLEMS • Requirements• VAR OR SOFTWARE• IT STAFF INVOLVEMENT 7
  8. 8. STEPS FOR EVALUATING & SELECTING (CONT)• REVIEW POTENTIAL SOLUTIONS• ELIMINATE OBVIOUS POOR CHOICES • Potential List of 2 or 3 products at most• AVOID ANALYSIS/PARALYSIS • Evaluate Product Match to your Requirements • Accounting Library Used Here• PRODUCT FEATURES 8
  9. 9. STEPS FOR EVALUATING & SELECTING (CONT)• ANALYZE REQUIREMENTS AGAINST FEATURES• IDENTIFY APPROPRIATE RESELLERS• PRODUCT DEMONSTRATIONS• PROPOSAL REVIEW• REFERENCES• DECISION 9
  10. 10. CHALLENGES FOR GOVERNMENT CONTRACTORSGENERATE KEY REPORTS WITHOUT USING &REKEYING IN EXCEL: • Financial Analysis that provides ease of traceability of costs • Statement of Indirect Costs, including Fringe, OH and G&A • Project Status Reports • Financial Reports that provide detail for Audit analysisCOST CAPTURE BY COST OBJECTIVEMANAGING ALLOWABLE VERSUS UNALLOWABLECOSTSDCAA ACCEPTED
  11. 11. …AND RAFFA SOLUTIONSOUT OF THE BOX CONTRACTOR FINANCIALREPORTING • Statement of Indirect Costs including Fringe, OH and G&A • Financial Analysis that provides ease of traceability of costs • Service Centers • Project Status Reports • Capture cost by cost objective • Financial Reports that provide detail for Audit analysis • Track Allowable versus UnallowablePRE-CONFIGURED ALLOCATION METHODSIMAGING/DOCUMENT MANAGEMENT TOOL THATPROVIDES TRACEABILITY BACK TO SOURCEDOCUMENTATION
  12. 12. CRITICALREQUIREMENTS FORSUCCESS…
  13. 13. CRITICAL REQUIREMENTS FOR SUCCESSWHAT TO LOOK FOR WHEN REVIEWINGINTEGRATED SOLUTIONS?OUT OF THE BOX, PROVEN FINANCIALAND OPERATIONAL SOFTWARE•Proven management of Indirect and Direct Costs•Integrated across Finance and Project Mgmt / Operations•Business Process Automation•Setup Flexibility to meet business needs
  14. 14. BUSINESS PROCESS IMPROVEMENTSINDIRECT RATES • Monitor Trends via Management Reporter • More Accurate Cost Information for Bidding • More Accurate Historical Procurement CostsTRACEABILITY OF SOURCE DOCUMENTS • Management Reporting Drill Down • On line Inquiry Screens • Transaction Level Detail • Imaging/Document Management
  15. 15. BENEFITS FOR GOVERNMENT CONTRACTORS• CONTRACTORS LOOK FOR SOLUTIONS THAT CAN MANAGE MULTIPLE CONTRACTS AND COST POOLS. NEED TO SEPARATE INDIRECT COSTS FOR REPORTING PURPOSES • Time and Materials • Fixed Firm Price • Cost Plus• INTEGRATED TIME AND EXPENSE TO FINANCIALS• WEB BASED ACCESS FOR REMOTE EMPLOYEES• EARNED VALUE MANAGEMENT CAPABILITIES
  16. 16. MIXED COMMERCIAL ANDGOVERNMENT REQUIREMENTS KEY REQUIREMENTS - COMMERCIAL AND GOVERNMENT CONTRACTING •Consistent Accounting Practices for Both Businesses •Allocations must be the same •Overhead, G&A, and Unallowable pools
  17. 17. OPERATIONAL BENEFITSWHAT BENEFITS SHOULD OPERATIONS& PROJECT MANAGERS RECEIVEFROM MICROSOFT DYNAMICS?•Superior Cost Control•Real time visibility into committed costs•Immediate access to supporting documentation via document imaging•Earned Value Management visibility
  18. 18. THE DCAA AUDITHOW DOES MICROSOFT DYNAMICS STACK UPDURING THE AUDIT? • Successfully completed years of DCAA audits • Provides timely access to information • Reduces the time required by internal staff during the audit process
  19. 19. MICROSOFT & UNANETDYNAMICS & UNANETINTEGRATED SOLUTIONS • Dynamics ERP • Unanet • SharePoint
  20. 20. MICROSOFT DYNAMICSWHAT IS MICROSOFT DYNAMICS?• INTEGRATED FINANCIAL AND OPERATIONAL/PROJECT MANAGEMENT SOFTWARE• FAMILIAR TO YOUR EMPLOYEES• GOVERNMENT CONTRACTING INDUSTRIES: • Professional Services • Contracting • Manufacturing • Distribution• ACCEPTED BY DCAA
  21. 21. MICROSOFT DYNAMICSFUNCTIONALITY PROVIDED BY MICROSOFT DYNAMICS•FINANCIALS•ACCOUNTING•FRINGE, OVERHEAD AND G&A RATE CALCULATIONS• Cost Segregation – Allowable vs. Unallowable•JOB COSTING•PURCHASING & REQUISITION MGMT•MANUFACTURING•INVENTORY MANAGEMENT•SALES ORDERS•SERVICE MANAGEMENT•CUSTOMER RELATIONSHIP MANAGEMENT
  22. 22. MICROSOFT SHAREPOINTWHAT IS MICROSOFT SHAREPOINT?A FOUNDATION FOR CONNECTEDINFORMATION• TEAM COLLABORATION• DASHBOARD• KEY PERFORMANCE INDICATORS• DYNAMICS BUSINESS PORTAL• INTEGRATED WITH PROJECT SERVER
  23. 23. WHAT WILL YOU GET FROM THE INTEGRATED SOLUTION?• Organized flow of information • Project Management • Resource Allocation • Financial Reporting• Seamless integration of information• One view of the data• Tools your team is familiar with…
  24. 24. MICROSOFT DYNAMICS DEMO
  25. 25. GovCon Challenges – The PM• Project Status reports are too late to take corrective action; Need real-time information and self-service• Is project on-target and profitable?• Subcontractors costs/invoices lag• My numbers don’t match Accounting• I need an EVM solution to bid and win a opportunity• Clients ask for project details – takes too long to create• Cannot see incurred costs with forecasted costs for complete picture• Budgeting and forecasting in spreadsheets; too cumbersome• Who is available with lcat and skills for upcoming Task Order?• Budgeting and forecasting in spreadsheets; too cumbersome
  26. 26. UNANET
  27. 27. Unanet Capabilities by License Type – Cloud & On Premise Project Project Project ProjectFeature Time Expense Tracking PortfolioTime Reporting and Leave Management   Project Budgeting, Management and    ReportingBasic Graphical Dashboards   Subcontractor Management    Integration Manager    Teamwork Collaboration and Document    RepositoryExpense Reporting and Non-Labor Costs   Project Costing  Billing, Invoicing and Revenue Recognition  Earned Value Management  Resource Requesting Periodic Labor & Expense Forecasting and BudgetingSkills Management Forecasting and Periodic Reporting Enhanced Graphical Dashboards Resource Planning & Enhanced Project Management
  28. 28. THE GOVCON SOLUTION: UNANET – SL Microsoft Dynamics SL Unanet Project PortfolioGL, AR, AP, Cash Skills ManagementIndirect Rates, Cost Pools Employees, Projects, Tasks, Approval (Labor Categories, Location,DCAA Compliance Groups, Skills)Payroll ODCs Resource PlanningProject Controller Resource RequestingBilling ForecastingLabor Costing Opportunity TrackingContracts/Subcontractors Project BudgetingProject/Task status alerts Approved Timesheets, Timesheets, Expense ReportsPurchasing Expense Reports, Subcontractor InterfaceMaterials mgmt Budgets Project Costing, EVMSSales Orders Project Reporting AnalyticsFinancial Planning, One UI, One DB, One AppCorporate Analytics
  29. 29. KEY BENEFITS FOR GOVCONSROBUST TIME AND EXPENSE REPORTING WITHDCAAREAL-TIME REPORTING AND DASHBOARDSENTERPRISE VIEW OF PROJECTS ANDRESOURCESINTEGRATED SOLUTION FOR BUDGETING,FORECASTING, RESOURCE PLANNING, TIME &EXPENSE, PROJECT ACCOUNTING & REPORTING,ALERTS, EVM AND COLLABORATIONSELF-SERVICE FOR PROJECT MANAGERS;ACCOUNTING FOCUSES ON THE NUMBERS; NOTAG UP TO RECONCILE
  30. 30. UNANET OVERVIEW• Leading Professional Services Automation solution for GovCons: Unanet Project Portfolio• Software Product Company since 1998• 100% Developed and Supported in the US• Dulles Headquarters; FL, CA, MI, TX Offices• 900+ Customers; 60% are GovCons• Cloud/On Demand and On Premise Delivery Models• Implementation and Training Team• Unanet University
  31. 31. Sample Customers900+ Customers – 300,000+ Licenses!
  32. 32. DashboardsView Real-Time Metrics in Graphical Charts with drill down
  33. 33. Resource AllocationManage resource allocation across organization. Find resources with rightskills and availability.
  34. 34. DCAA Time & ExpenseEasy, Fast Time & Expense Reporting with DCAA Rules and Per Diems
  35. 35. Real-Time Project StatusKnow your project and task status, actual to budget up-to-the-minute;view actuals with forecast for complete picture of EAC
  36. 36. Earned ValueComply with ANSI 748 government requirements for EVM to managecontract cost and schedule. Will today’s EAC meet the budget?
  37. 37. Demo• Resource Planning, Budgeting and Forecasting• Time & Expense Entry• Real-Time Project Reporting and Dashboards
  38. 38. DEMONSTRATIONS 38
  39. 39. QUESTIONS? THANK YOU!!SETH ZARNY , szarny@raffa.com, 301-279-6500DONNA KILBOURN. dkilbourn@unanet.com, 703-689-9752GLENN ANSTEAD, ganstead@raffa.com, 301-279-6503 39
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