Deltek Insight 2012: Migrating to the Cloud with Deltek First GovCon Essentials
 

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This session will discuss the benefits of moving to the cloud and the packaging of Essentials and Essentials Plus. Tony D'Ambrisi, Product Director for GovCon Essentials, will discuss the steps to ...

This session will discuss the benefits of moving to the cloud and the packaging of Essentials and Essentials Plus. Tony D'Ambrisi, Product Director for GovCon Essentials, will discuss the steps to move you to the cloud and will provide a demonstration on Program Manager Reporting, a powerful tool available only with GovCon Essentials. Beginner Level.

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  • Pose the question…How many people in the room use a SaaS product?You may recognize some of these vendors…what do they all have in common. They all offer a SaaS or Cloud solution. The market has begun to demand a SaaS solution. They market has been quick to see the benefits of the cloud.There are many benefits that we will talk about for a SaaS solution.
  • Deltek has compared the 5 year costs of running an ERP on premise vs. SaaS and have demonstrated that SaaS is less expensive. You must consider all the costs of running the solution on premise. Review the specific costs.Your SaaS costs are predictable…no hardware failures that blow the budget. Allows you to manage your costs several years out.
  • *GCS Premier Core with Essentials includes: DataPort, Batch Manager, Payroll Interfaces (ADP, Paychex, Ceridian), Cross Charge (upon request), NASA 533, Utilities (Acct. # conversion, Empl ID conversion, Vendor ID conversion, COA merge).*GCS Premier Core with Essentials Plus includes: Purchase Orders & Requisitions, Fixed Assets, DataPort, Batch Manager, Payroll Interfaces (ADP, Paychex, Ceridian), Cross Charge (upon request), NASA 533, Utilities (Acct. # conversion, Empl ID conversion, Vendor ID conversion, COA merge).
  • Available only to new customers, prior customers will be migrating over to this design slowly. -- Tony, can you please confirm this is accurate, and give me any additional notes that relate as well?

Deltek Insight 2012: Migrating to the Cloud with Deltek First GovCon Essentials Presentation Transcript

  • 1. Migrating to the Cloudwith Deltek FirstGovCon EssentialsTony D’Ambrisi, Sr. Product Director, DeltekGC-479
  • 2. Migrating to the Cloud with GCEThis session will discuss the benefits of moving to the cloudand the packaging of Essentials and Essentials Plus. TonyDAmbrisi, Sr. Product Director for GovCon Essentials, willdiscuss the steps to move you to the cloud and will provide ademonstration on Program Manager Reporting, a powerfultool available only with GovCon Essentials. Beginner Level.2 ©2012 Deltek, Inc. All Rights Reserved
  • 3. Migrating to the Cloud with GCEAgenda  Deltek First Cloud  Deltek First for GovCon - Solution Offerings  Steps to move to the Deltek First Cloud  Mechanics of the Cloud3 ©2012 Deltek, Inc. All Rights Reserved
  • 4. Deltek First Cloud What do all of these vendors have in common? The market demanded Cloud based solutions4 ©2012 Deltek, Inc. All Rights Reserved
  • 5. Deltek First Cloud Why is the market moving to Cloud? Less Risk Higher Accessibility Quality Maintenance Free Cloud Same or Lower TCO5 ©2012 Deltek, Inc. All Rights Reserved
  • 6. Deltek First CloudHigher Quality  Up-to-date and Optimized systems  Latest Security  Ongoing Monitoring  Availability and Disaster Recovery  Scalability6 ©2012 Deltek, Inc. All Rights Reserved
  • 7. Deltek First CloudMaintenance Free &Less Risk  Patch & upgrade database, application, backup and security software  Server maintenance & Upgrades  Disaster recovery & Business continuity planning  Proper backup plan including offsite backup7 ©2012 Deltek, Inc. All Rights Reserved
  • 8. Deltek First CloudAccessibility  Available anywhere there is internet connectivity  Convenient company portal page  Singe Username & Password  Staff is available 24x7x365  Deployed in days not months8 ©2012 Deltek, Inc. All Rights Reserved
  • 9. Deltek First CloudSame or LowerTCO  On premise costs add up quick  SaaS is predictable  In the long run SaaS is often less expensive9 ©2012 Deltek, Inc. All Rights Reserved
  • 10. Deltek First Cloud10 ©2012 Deltek, Inc. All Rights Reserved
  • 11. Deltek First SolutionOfferingsGovCon Essentials
  • 12. Deltek First for GovCon12 ©2012 Deltek, Inc. All Rights Reserved
  • 13. Deltek First for GovCon Visit the GovWin website >>13 ©2012 Deltek, Inc. All Rights Reserved
  • 14. Deltek First for GovCon14 ©2012 Deltek, Inc. All Rights Reserved
  • 15. Deltek First for GovCon15 ©2012 Deltek, Inc. All Rights Reserved
  • 16. Deltek First for GovCon Essentials Essentials PlusGCS Premier Core*Time CollectionExpense Starter PackDataPortGCS PM Reporting N/AGCS Add-onBudgeting/PlanningPurchasing Add-onFixed Assets Add-onImpromptu for Add-onGCS/T&EGCS Premier Analytics Add-on *GCS Premier Core includes modules previously sold as add-ons 16 ©2012 Deltek, Inc. All Rights Reserved
  • 17. GovCon Essentials PM ReportingPart of the Deltek FirstGovCon Essentials solutionReal time Project ReportingOver 18 Project FinancialReportsDrill thru capabilities on allreports17 ©2012 Deltek, Inc. All Rights Reserved
  • 18. GovCon Essentials PM Reporting Real-time funding status w/ drill-down to monthly burn rate analysis18 ©2012 Deltek, Inc. All Rights Reserved
  • 19. GovCon Essentials PM ReportingLabor Category Profitability Analysis w/ drill-down to employee19 ©2012 Deltek, Inc. All Rights Reserved
  • 20. GovCon Essentials PM Reporting Complete Project Status Reporting with drill downs20 ©2012 Deltek, Inc. All Rights Reserved
  • 21. GovCon Essentials PM ReportingProject Portfolio ManagementDirect Projects Cost Categories – Real-time burdened cost incurred by cost category and project backlog for each project in the user’s portfolio, with drill-down to lowerWBS elements, monthly burn rate analysis, and detailed costs by employee and vendor.Direct Projects Cost History – Real-time burdened cost incurred and project backlog with 7-month burn for each project in the user’s project portfolio, with drill-down tolower WBS elements, and cost category burn rate detail.Labor Hours Analysis – Employee/Vendor level of effort burn rate analysis for each project in the user’s project portfolio.Labor Cost Analysis – Employee/Vendor burdened labor cost burn rate analysis for each project in the user’s project portfolio.Project-level ManagementJob Summary – Real-time cost analysis by direct and indirect cost category, revenue and profitability, and labor hour reporting for the selected project for the selectedperiod, year-to-date through the selected period, and inception-to-date through the selected period, with additional project attributes including contract value and fundedvalue, with drill-down and drill-through to detail reports.Labor Analysis – Labor analysis by labor category with drill-down to employee for the selected period, year-to-date through the selected period, and inception-to-datethrough the selected period.Non-Labor Detail – Non-labor cost analysis by cost category and vendor for the selected period, including year-to-date and inception-to-date through the selectedperiod.Commitment Details – Outstanding timesheet, expense/travel authorizations, and purchase orders committed on the selected project.Hours Breakdown – Monthly level-of-effort burn rate by employee for period-of-performance through selected date for selected project and WBS level.Raw Cost Breakdown – Monthly raw cost burn rate by employee/vendor for period-of-performance through selected date for selected project and WBS level.Burdened Cost Breakdown - Monthly burdened cost burn rate by employee/vendor for period-of-performance through selected date for selected project and WBS level.Transaction Analysis – Transactional visibility for selected transaction type, project WBS, and date range.Billing Profile – Invoicing history for selected project, including total invoice value and amount received to date.Project Cost Chart – Bar/Line chart providing visibility into monthly and cumulative burn rate for selected project.TM Billable Revenue Breakdown – Time and Materials monthly burn rate analysis by labor category, with drill-down to employee, and reimbursable expense byexpense type, with drill-down to vendor..TM Labor Analysis – Labor category profitability analysis for the selected period, year-to-date, and inception-to-date, with drill down to employee.Time Collection Hours-Date Range – Daily level-of-effort reporting by employee for selected period within selected project’s historical period of performance.Time Collection Cost – Daily labor cost reporting by employee for selected period within selected project’s historical period of performance.21 ©2012 Deltek, Inc. All Rights Reserved
  • 22. Moving to the Deltek FirstCloud
  • 23. Moving to the Deltek First Cloud Data Testing, Kickoff Preparation, Training & Go-Live Meeting Capture & Acceptance Transfer23 ©2012 Deltek, Inc. All Rights Reserved
  • 24. Kickoff MeetingIntroductions  Deltek First Technical Analyst  Customer’s IT representative with Administrative Access to systems and databasesReview technical configuration of on-premise systems  Confirm on-premise solutions being moved to the DFC  Gather system version information  Gather server locations  Gather database information  Review system configurations  Establish administrative access to systems and databases24 ©2012 Deltek, Inc. All Rights Reserved
  • 25. Data Prep, Capture & TransferData Preparation  Update GCS Premier to v5.0 SP9 w/min. HF12. Completed on client servers.  Update Deltek Time & Expense to min. v8.3.0.3. Completed on client servers.Data Capture Data Transfer  Gather Citrix user info. First name, last  Install FTPS Client and Test Connectivity to name, email, and work phone number for Secure FTP Servers core accounting system (GCS Premier)  Back-up databases and compress users. (info on Setup spreadsheet)  PDF files associated with Expense reports  Obtain client logo (jpg, gif preferred)  Premier Billing Templates  Obtain Time & Expense system emails  DTShared.ini & DTSite.ini file  Obtain vendor license files for each  Back-up system program files, compress application moving to the DFC  Transfer databases, program files to DFC  Impromptu – see slide on migrating25 ©2012 Deltek, Inc. All Rights Reserved
  • 26. Test, Train and AcceptanceConfigure & Build Test Completed by Deltek’s SaaSEnvironment in DFC Admin Team  Configure Citrix/Active Directory Users and security groups.  Configure NTFS permissions and End User Training security  Schedule training (Live Meeting) with end  Create DFE portal page users (accountants)  Restore and configure databases  Train end users on application access and  Restore and configure program files integration (ADP etc.)  Perform operational and acceptance Customer Testing, Acceptance testing  Customer established test plan  Notify customer/consultant regarding  Customer executes test plan test environment availability  Customer accepts test environ. in DFC  Customer/Consultant/SaaS Admin Team establishes Go-Live schedule26 ©2012 Deltek, Inc. All Rights Reserved
  • 27. Moving to the Deltek First CloudData Transfer  Back-up databases and compress them  PDF files associated with Expense reports  Premier Billing Templates  Back-up system program files and compress them  Transfer databases and program files to the DFC  Impromptu reports do not need to be re-sent if they have not changed. Completed byConfigure Production Environment in DFC Deltek’s SaaS  Restore and configure databases Admin Team  Restore and configure program files  Perform operational and acceptance testingDeliver Production Environment  Notify customer/consultant regarding production environment availability  Confirm production environment readiness with customer/consultant27 ©2012 Deltek, Inc. All Rights Reserved
  • 28. General InformationGuidelines for migrating GCS Premier Deltek T&E Mobile Time is notdata supported in the DFC  Current GCS Premier data files Impromptu Custom Catalogs are not  Previous 10 years annual audit supported in the DFC directories (if applicable)  Exceptions are made in special  Previous 2 years of monthly backups (if circumstances applicable) GCS Premier Analytics data cannotClients using an Oracle database for be transferred into the DFC. Clientstheir Time & Expense application can still use Premier Analytics in therequire additional planning and setup DFC. They will re-start in the DFC.costs. These clients are not beingtargeted for SaaS. Deltek utilizes a Kona space toGCS Premier Process Manager is not schedule migrations to Deltek Firstsupported in the DFC Cloud28 ©2012 Deltek, Inc. All Rights Reserved
  • 29. Mechanics of the Cloud
  • 30. Deltek First User Manager30 ©2012 Deltek, Inc. All Rights Reserved
  • 31. Deltek First User ManagerWith Deltek First User Manager, Customers Now Have theAbility to reset or unlock their accounts themselves!31 ©2012 Deltek, Inc. All Rights Reserved
  • 32. Explorer ViewAccess to the GCS Premier Data folder and all files (includingFLT files)  Create/Edit/Delete GCS Premier Data files/folders  Make copies of GCS Premier Data files/folders  Create a monthly snapshot of your GCS Premier Data  Create an annual GCS Premier Audit Data folder  Edit DTShared.ini  Copy files to/from a local drive to the CloudNote: Explorer View is reserved for the SaaS Customer Administrator and/orImplementer roles by default.32 ©2012 Deltek, Inc. All Rights Reserved
  • 33. Drive LettersBest practice is to follow the prescribed use of the drive letters detailed below.33 ©2012 Deltek, Inc. All Rights Reserved
  • 34. Backups Are Automatically Created For YouYour Deltek First GovCon Essentials solution provides youwith the peace of mind of knowing that your Data is safe andsecure. Your Current Data (G:Data) is backed up in an almost real-time fashion Your user-created Audit/Backup/Test Data folders (H:Data) are backed up nightly34 ©2012 Deltek, Inc. All Rights Reserved
  • 35. You Can Also Make Your Own Snapshots and BackupsInside of GCS Premier:  System Administration / File Utilities / Back Up/RestoreIn Explorer View:  H: Drive (H:Data)Best practices include making annual and in some cases monthlysnapshots of the GCS Premier Data files.  The creation of monthly and/or annual Snapshots is your responsibility.  Do not rely on Deltek’s backups for use as a Snapshot.  The Explorer View provides the SaaS Customer Administrator with the ability to make snapshots of the GCS Premier data.35 ©2012 Deltek, Inc. All Rights Reserved
  • 36. Making Snapshots and Adding Them to the Pick ListMaking a Snapshot Use Explorer View to make a snapshot of GCS Premier Data  Test Data folders  Audit Data folders  Manual Backups of Current Data Store all snapshots on the H: drive in the Data folder (H:Data). Note: Only Current Data is allowed to exist on the G: driveAdding Snapshots to Data Directory Drop-Down List Use Explorer View to edit DTShared.ini (G:STARTUPDTShared.ini) 1. Increment the “Count=“ line by the number of folders being added 2. Add a “Name#=“ and a “Path#=“ line for each folder being added KB Article #7019936 ©2012 Deltek, Inc. All Rights Reserved
  • 37. How do I transfer large files to/from the Deltek First Cloud? For small files, use the Explorer View For large files, use a secure FTP protocol  Install and configure FTP tool  CuteFTP recommended Refer to the Deltek First GovCon Essentials Secure FTP Guide for further instructions on transferring files to/from the Deltek First Cloud. KB Article #6446637 ©2012 Deltek, Inc. All Rights Reserved
  • 38. Questions?www.twitter.com/deltekwww.facebook.com/deltekincwww.linkedin.com/company/163414www.youtube.com/user/deltekinc
  • 39. Call to Action• Stop by the Deltek First kiosk in the Solutions Pavillion• Schedule a “Meet the Experts” appointment for more personalized attention• Reach me by email or phone: tonydambrisi@deltek.com 703.885.990739 ©2012 Deltek, Inc. All Rights Reserved
  • 40. Thank You!