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

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  • 1. CP-134: Deltek BusinessPerformance ManagementOverview: Plan, Monitor, andAnalyzeInsight 2011Presented byStephanie Bailey, DeltekCarol Gibbs, Deltek
  • 2. Enabling Success Project Human Financial Project Manufacturing Resources Management Management Do More Market Teaming CRM and CaptureWin More Intelligence Solutions Management Know More Business Performance Management Winning More Increasing Project Improving Cash Reducing the Cost Business Visibility Flow of Compliance2 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 3. Know More Project Human Financial Project Manufacturing Resources Management Management Do More Market Teaming CRM and CaptureWin More Intelligence Solutions Management Know More Business Performance Management Project & Org Resource Enterprise Analytical Budgeting Visibility Reporting Workspace3 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 4. 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 Action4 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 5. 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.5 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 6. Enabling the Project Lifecycle Business Project Human Capital Financial Governance, Risk Performance Management Management Management and Compliance Management Business Development Information Solutions Teaming and Capture (INPUT) Solutions Management Winning Increasing Improving Reducing the More Project Cash Flow Cost of Business Visibility Compliance 6 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 7. …With Business PerformanceManagement Tools Solutions to help you Plan, Monitor & Analyze Each Phase of the Project Lifecycle Business Project Human Capital Financial Governance, Risk Performance Management Management Management and Compliance Management Business Development Information Solutions Teaming and Capture (INPUT) Solutions Management Winning Increasing Improving Reducing the More Project Cash Flow Cost of Business Visibility Compliance 7 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 8. Product Portfolio: ThreeSteps to Success 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.) 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 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 Building Blocks for Our Customers’ Success8 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 9. Business Performance Management SuiteBudgeting & Planning ReportingEnterprise Planner Costpoint Enterprise Reporting Customizable for organizations  Ad-hoc query generation with complex budgeting needs  Reporting models on top of “Blank Slate” transactional Costpoint databaseBudgeting & Planning  Report against multiple data  Create & manage project & sources (Deltek & other) organizational budgets  Self service for every persona  Project status & costs in real time  Org, Project, Row Level Security  Fully integrated/designed for CP  Zero Footprint  Powered by IBM/Cognos Role Based Analytics Costpoint 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 9 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 10. BPM Architecture Costpoint Analytics Summary and Suite of Analytic Dashboards  Role Based Analytical Dashboards  Highly Configurable & Customizable  Executive Scorecard Profit/ Projects at Utilization Backlog  Projects at risk, Labor Util., Revenue Risk Revenue Analytics Platform  Trending with Budgets & Actuals  Configurable thresholds and calculations Enterprise Reporting HR Benefits, Project Production and Finance Employees, Managers & Back Office Payroll, IS Payroll Admin Controllers Business Inventory Costpoint Enterprise Reporting Managers Dev Managers  Ad Hoc Query & Self Service ReportingExtensibility  Provides Enterprise view CP Human  Org/PM/Project/Row Level Security CP Financial Time & CRM/ & Projects Resources & Expense B&P GovWin CP Materials  Reporting Across the Costpoint Payroll Applications & 3rd party sources CP Embedded Reports  Canned, Transactional Reports Costpoint Enterprise Platform  For Back Office Workers & Specialists  Org Level Security  Examples: – Forms and Invoices (DDT250, 1034) – Tax (W2,1099), – Compliance (EE0-1, VETS-100, NASA Application Servers Database Tier 533, Daily Floor Check)10 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 11. 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 Implementation11 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved 11
  • 12. 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 Collaboration12 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 13. 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.13 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved 13
  • 14. 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 Forecasting14 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 15. Costpoint EnterpriseReporting  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 Again15 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved 15
  • 16. 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 Assistance16 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 17. 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 PMs17 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved 17
  • 18. 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 "birds 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 it18 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 19. Moving up the Maturity Curve Enterprise Analytics INCREASING ANALYTIC SOPHISTICATION Enterprise Analytics  Role Based Dashboards with KPIs  Pre-defined Guided Analysis  Predictive What If Analysis  Synthesize Information Across Multiple Costpoint Data Sources (including Deltek and Non Enterprise Deltek) into data marts Reporting Costpoint Self Service Intelligent Reporting Reporting  Ad-Hoc Query Generation and Drill Down  Self Service Report Authoring  Supported by Reporting Models on top of Transactional Costpoint database Transactional Reporting  Canned and Parameterized Reports  Report Subscription and Delivery  Directly from Costpoint transactional database Back Office Workers Information Analysts Decision Makers Workers 19 5/22/2012 INCREASING USER INTERACTIVITY ©2011 Deltek, Inc. All Rights Reserved.
  • 20. Demo20 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 21. Costpoint EnterpriseReporting21 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 22. Costpoint Budgeting &Planning22 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 23. Costpoint Analytics23 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 24. 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.24 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 25. Q&A www.twitter.com/deltek www.facebook.com/deltekinc www.linkedin.com/company/163414 www.youtube.com/user/deltekinc25 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  • 26. Call to ActionThe Following Sessions Provide Additional Information on Costpoint EnterpriseReporting CP-103: VSE - Improving Performance Management with Costpoint Enterprise Reporting and Costpoint Analytics CP-209: Costpoint Enterprise Reporting Roundtable CP-212: Whats New in Costpoint Enterprise Reporting (formerly DPM)? CP-235: Extending the Use of Costpoint Enterprise Reporting with Alert Reports & ChartsVisit the Solutions Pavilion and Meet the Experts26 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved