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Deltek Insight 2010: Introduction to VPM
 

Deltek Insight 2010: Introduction to VPM

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    Deltek Insight 2010: Introduction to VPM Deltek Insight 2010: Introduction to VPM Presentation Transcript

    • VI-120: Introducing the DeltekVision® PerformanceManagement DashboardsPresented by: Jessica Tiwari, Deltek
    • Agenda• Why is Performance Management Critical?• What Is Vision Performance Management?• Vision Performance Management Dashboards• Role-based Performance Management Canvases• End-user OptionsCopyright © 2010 Deltek, Inc 2
    • Key Takeaways• Understand the source of data for Performance Management Dashboards• Create web dashparts containing Performance Management canvases• Become familiar with the preconfigured canvases available for key business personas• Tips and tricks with Vision Performance Management gem and canvas optionsCopyright © 2010 Deltek, Inc 3
    • Why is Performance Management Critical?• Performance Management — making decisions based on information that is relevant, timely, and accurate• Business Intelligence applications give users valuable insight into the business through powerful reporting and analytics• Answers the questions: – How are we doing? – In what direction are we heading? – Where are we the most successful? – What should we change?• Represents an institutional change in how information is consumedCopyright © 2010 Deltek, Inc 4
    • What is Vision Performance Management? Vision Mobile Vision Dashboards SharePoint Dashboards Metrics Business Intelligence Presentation Tier Microsoft Analysis Services Cubes Transactional Database Data TierCopyright © 2010 Deltek, Inc 5
    • Components of Vision Performance Management• Preconfigured role-based sample canvases – Focused around five key business personas – Up to ten predefined sample canvases per persona – Actionable reporting• Canvas design tool that can be used to edit existing sample canvases or create custom performance management dashboards• Vision’s Analysis Cubes and cube enhancements• Visualization ReportingCopyright © 2010 Deltek, Inc 6
    • Components of a Performance Management Dashboard• Canvases• Gems• SlicersCopyright © 2010 Deltek, Inc 7
    • New Type of Dashpart for the DashboardCopyright © 2010 Deltek, Inc 8
    • Role-Based Performance Management Sample Canvases• The Executive Canvases – Designed to Provide an Enterprise-wide View Focused on Overall Company Health• The Principal Canvases – Designed for Those in a Principal Role Responsible for a Group of Project Managers and for the Successful Delivery of a Group of Projects – When deployed through the Vision Dashboard, these dashboards are automatically filtered to only include projects where ―Principal is me‖• The Division Manager Canvases – Designed for Those in Organization Head Roles Responsible for Both the Financial Performance of Their Organization as well as the Utilization of the People within That Organization and the Profitability Of Projects within That Organization – When deployed through the Vision Dashboard, these dashboards are automatically filtered to only include projects where ―Organization is mine‖Copyright © 2010 Deltek, Inc 9
    • Role-Based Performance Management Sample Canvases• The Project Manager Canvases – Focused around Individual Projects And the Performance of a Project Manager’s Portfolio – When deployed through the Vision Dashboard, these dashboards are automatically filtered to only include projects where ―PM is me‖• The Finance Canvases – Provide a Visual View of Data Available on an Income Statement or Balance Sheet with Filters by Organization, Type of Account and Year, Making It Easier to Compare Trends over Time and Complete Comparison Analyses of Spending to RevenueCopyright © 2010 Deltek, Inc 10
    • Executive Performance ManagementCopyright © 2010 Deltek, Inc 11
    • Division Manager Performance ManagementCopyright © 2010 Deltek, Inc 12
    • Principal Performance ManagementCopyright © 2010 Deltek, Inc 13
    • Project Manager Performance ManagementCopyright © 2010 Deltek, Inc 14
    • Finance Performance ManagementCopyright © 2010 Deltek, Inc 15
    • Summary• Vision Performance Management enables a graphical, actionable view in to the success of your business• Preconfigured role-based sample canvases help your firm answers the questions: – How are we doing? – In what direction are we heading? – Where are we the most successful? – What should we change?• The VPM Canvas Designer provides the tool to create custom canvases needed to run your business, either by copying and editing the sample canvases or building from scratchCopyright © 2010 Deltek, Inc 20
    • Call to Action• Attend these related sessions for more information! – VI-118 Vision Analysis Cubes for New and Prospective Users – VI-119 The Future of Vision Performance Management – VI-121 Introduction to the Vision Performance Management Canvas Designer – VI-142 Cubes: Visual Reports for Visual People• Visit the VPM kiosk in the Solutions Pavilion for more information or a hands on demoCopyright © 2010 Deltek, Inc 21