Project Tracking & Time Entry Using Salesforce

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Project Tracking & Time Entry Using Salesforce

  1. 1. Project Tracking & Time Entry using salesforce.com<br />A new easy to use project management tool for utilizing VisualForce<br />
  2. 2. We think there’s got to be a better way…<br />In our opinion, most of the Project Management and Tracking tools out there are too complicated and tough to use for most PS firms – believe us – we are one!<br />Microsoft Project Web Server is expensive and incredibly complex – Dream Factory is slow and cumbersome, QuickArrow is too big and too complicated to easily learn, and Appirio takes more time to set up than it does to use!<br />We’ve approached the PS tracking problem with a new vision of what SHOULD be required to track projects, schedule resources and manage time entry. Think about it as a Project Management tool for the rest of us<br />
  3. 3. Easy to use – Easy to create Projects<br />Using salesforce.com® Easy to implement custom object functionality, we can quickly build a project object that your customer will understand and like. Notice ours? Lots of specifics around salesforce.com® projects. We could replicate this for any type of consulting or services based firm.<br />
  4. 4. Projects created from Opportunities – in one click<br />And of course, an easy one click interface creates a project (and pulls subsequent data) from an Opportunity to a Project – making it EASY to go from Opportunity to Project in one click.<br />
  5. 5. From a Project, create a Resource Forecast in one easy step<br />One of the big problems is forecasting utilization and understanding which resources are (or WILL BE ) busy at a given time. We’ve made this easy to understand with our Schedule Entry function<br />
  6. 6. Our Online Calculation shows potential issues with over-utilization<br />We wanted to build a system that quickly identified potential over-scheduling. Our solution? Color code potential hour conflicts right on the schedule entry screen.<br />
  7. 7. Quickly submit a schedule and then check the results<br />We then built dashboards to quickly review the entries, and visually SEE if someone is over-allocated<br />
  8. 8. And Schedules can be “weighed” easily – just by using the Probability on the Opp<br />A Huge Opportunity is only 20% likely to close? Just count the allocation of the schedule 20%. This way you can “fudge” allocation of resources and update as the Opportunity updates – automatically.<br />
  9. 9. Time Entry is a Breeze as well<br />We think that consultants should work, not administrate. To that end, we’ve made our Time Entry function as simple as the rest of salesforce.com®. Just click on a date, click on the project, click on the milestone and go. Want to clone last week since you’re doing the same thing? No problem. All in a one click environment.<br />
  10. 10. Built In salesforce.com® Approvals will allow us to review BEFORE we send for invoicing<br />And by using the power of BASE salesforce.com®, we can incorporate all kinds of great Workflow rules, and Approval processes to ensure that time is accurate and complete.<br />

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