Overview GovWin / Costpoint CRM (our ORBIT) MissionBenefitsIntegration of GCS into ORBITDataPortExportAccessImportRolesCRM DiagramBest Practices Workflows - Emails Employee Updates Opportunity Updates New Contracts Capture Management
Hi – I am Camille WiegandI have been using GovWin –since it began in 2002I am the Database Manager reporting to the Executive Vice President of Corporate Development at International Resources Group, an L-3 Company. We recently upgraded to 6.1IRG Mission International Resources Group (IRG) is an international professional services firm that helps governments, the private sector, communities, and households manage critical resources to build a cleaner, safer, and more prosperous world. International Resources Group (IRG) is an international professional services firm that helps governments, the private sector, communities, and households manage critical resources to build a cleaner, safer, and more prosperous world. Since 1978, IRG has completed over 850 contracts in 140 countries, delivering high-quality, cost-effective services that promote positive economic growth, institutional and social change, and intelligent use of resources ------ human, physical, environmental, and financial. IRG's international development staff includes world renowned specialists who have pioneered many of the analytical techniques used in their fields. IRG's ability to provide management, economic, and technical advice is further enhanced by the diversity, cross-cultural experience, foreign language skills, and management capabilities of staff based in the Washington, DC headquarters, corporate offices in India and the Philippines, and 20 project-dedicated offices around the world.
We configured ORBIT in 2006We migrated from GCS Premier to CostPoint
We built six queries to pull the datahow you used GCS and CP CRM together. (What kind of data or information you passed from place to place, who it went to, and how it helped.)
Implemented in DOS version in 1992
This is the CostPoint Project Plan and how many days it took for us to complete.
This is the ORBIT Project Plan and what it entailed
We have an Orbit around our IRG world and with your support our mission can take us even higher.Here is a pack of gum so the you can sink your teeth into the system and let it help you be successful in meeting your IRG goals.Our world of ORBIT is an essential component of IRG were we capture Knowledge Management, Teaming, Partnering, Customer Management, Contracts, Corporate History and Management Analysis.
Our database of opportunity and contract data reduces the Manager’s workload while providing value added visibility and reporting capabilities.
This slide will help you to understand our structure and roles in supporting the ORBIT system. Depending on your role you will be able to manage your workload. We maintain documentation on our Intranet and in our “g” drive shared area under ORBIT.We also have another feature to the system – called MODI which will allow you to upload your emails pertaining to contracts, clients, contacts and opportunities. This feature will also allow you to add emails, produce forms by designed templates. We are in the process of implementing more forms and request your help on what will help you succeed at IRG.
Every other week on Monday, the Contract and Project Managers receive an alert if their Contract spending is 70% orgreater of the funded Contract amount. This allows them to update the paperwork for additional funding before the 70%scheduled report is distributed to Management on Friday.
Deltek Insight 2011: Managing and Configuring GovWin / Costpoint CRM for Success
BD – 202Managing andConfiguringGovWin / CostpointCRM for SuccessMay 2011Camille E. WiegandInternational Resources Group, an L-3 Company