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Deltek Insight 2011: Advanced Reports for Performance Analysis using wInsight

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  • 1. EPM 302:Advanced Reports forPerformance Analysisusing wInsightMitch MuellerLockheed MartinMay 2011
  • 2. AbstractThis session will demonstrate how PMs, CAMs, and Analysts can improveperformance analysis and data validation with wInsight reports.Join this session to see the latest in wInsight reports for automated contractperformance evaluation, control account performance analysis, variance root causeanalysis, control account resource plan evaluation (fact, fiction, or fantasy), andprocess compliance.2 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 3. Agenda • Introduction • Program Management Basis for Action – Actionable Data • Management by Exception – Filtering • Data Quality – Data Integrity Issues, Omissions, and Negligence • Program Performance – Fact, Fiction, or Fantasy • EAC Realism – Optimism, Delusions, or more Fantasies • Program Performance Variance Root Cause Analysis - Mitigation3 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 4. IntroductionwInsight Experience: • wInsight Admin and Desktop for over 15 years • Citrix access for users from multiple remote locations • wInsight Web, Web portal (wInsight Web Services) for over 8 years • Over 200 contracts with +800 users accessing 8 SQL Databases • Integrated VAR Narrative with workflow approval, timestamp and status • Integrated VAR Corrective Actions and Program Action Items • Integrated DD1921 Summary, 1921-1, 1921-2 Reporting • Integrated Schedule with IMP & EV ID, Date Constraints, Subprojects • Interfaces for PM data warehouse, CAM Analytics4 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 5. Performance ManagementPerformance Management 101: • Is your data valid? • Is your program in variance from your plan? • Is your EAC realistic? • Is your VAR Narrative a competent summary of: • The nature of the problem(s)? • The impact to the program? • The mitigating corrective actions?You are responsible. Get the answers before the Customer asks!5 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 6. Actionable DataProgram Management Basis for Action – Actionable Data • WBS, OBS • Contract Level 1, CPR Elements, Control Accounts, Work Packages • ProjOff (The real Owner and POC for each element) • BCWS(Plan), ACWP(Actuals), BCWP(Earned), BAC, EAC, ETC • For Discrete and LOE elements • ElemType (Control Accounts, Work Packages) • EVM (LOE, Discrete, Cobra PMT values, other) • VAR User Narratives and VAR Format 5 Narratives as applicable • Schedule Data Integrated by WBS and Owner6 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 7. Actionable Data- Demo7 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 8. Management by ExceptionManagement by Exception – Filtering • Fmt5Var <> „‟, Fmt5Var Like „%S%‟ , Fmt5Var Like „%C%‟, Like „%V%‟ • CpiToLre < -0.05 • CvClrCum = „R‟, SvClrCum = „R‟, VacClr = „R‟ • CvDirCum = „D‟, SvDirCum = „D‟, VacDir = „D‟, CpiToLreDir = „D‟ • ProjOff Like (Name)%„, WbsNum Like (WBS or OBS ID)%‟ • ElemType Like „C‟ AND Fmt5Var <> „‟ • ElemType Like „W‟ AND EVM Like „LOE‟Also see “Aggregate Bull‟s-eye” Chart when sorted by ProjOff8 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 9. Filtering- Demo9 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 10. Data QualityData Quality – Data Integrity Issues, Omissions, and Negligence • Contract Quick Scan Report • Recalc Options Report • CPR Validation Report (The Validator by Eleanor Haupt) • Validation Report (By Deltek) • Validation of Selected Elements Report10 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 11. Data Validation- Demo11 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 12. Program PerformanceProgram Performance – Fact, Fiction, or Fantasy • Views with CvTrCum, SvTrCum, VacTr, CpiToEacTr • Cum Element Performance Chart • Cumulative Variance Chart • Cum Time Phase Analysis Chart • Resource Plan Evaluation Report (aka 30/60/90 Outlook) • VAR Historical Analysis Report • VAR Analysis of Selected Elements Report • VAR Analysis of Tiering Elements Report • Earned Value Margin of Error Report, CV Margin of Error Report12 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 13. Program PerformanceAnalysis - Demo13 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 14. EAC RealismEAC Realism – Optimism, Delusions, or more Fantasies • Estimates at Completion (EAC) Chart • Completion Forecasts with Plan vs Actuals vs Earned & ETC vs BCWR • EAC Realism Report (by Eleanor Haupt)14 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 15. EAC Realism- Demo15 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 16. Variance Root Cause AnalysisProgram Performance Variance Root Cause AnalysisFor Mitigation or Litigation • Variance Root Cause Analysis Report  Dependent upon data from Cost Tool for wInsight Units: • Dollars, Hours, EQP • Labor Dollars, Material, ODC • Overhead, G&A, COM • Factory Cost, Total Cost16 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 17. Variance Root Cause Analysis- Demo17 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 18. Questions?18 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 19. Collaborate • Send me an email (starting with “Deltek Insight” in the subject please) Mitch.Mueller@LMCo.Com • Join the wInsight Industry Group (WIG) for quarterly telecon meetings Timothy.Gaughan@PW.UTC.Com http://www.deltek.com/communities/usergroups/wInsight.asp • Join the Deltek wInsight Web Community http://govwin.com/ (Contact Tim Gaughan for Group access) • Visit the Deltek wInsight Forum http://forums.deltek.com/ (Customer Account Userid required)19 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved
  • 20. www.twitter.com/deltek www.facebook.com/deltekinc www.linkedin.com/company/163414 www.youtube.com/user/deltekinc20 May 22, 2012 ©2011 Lockheed Martin Corp. All Rights Reserved