Project Management Software on Salesforce Platform II

5
Avandel Appexchange
apps
> 500
Custom Force.com application built
> 10000
Salesforce users served
> 15 PDO
Appexchange apps built for others
> 200
Many years of total project
experience
> 40
Certified Developers
> 100
Salesforce Customers
> 10
Countries served
> 50
Employees
We are a team of innovators,
consultants and Salesforce certified
developers who build solutions in and
around the cloud.
www.avandel.com
15635 Alton Parkway Suite 295
Irvine CA 92618 | +1 949 275 2703 | info@avandel.com

AGENDA
Built For Project People
By Project People
Who built it? About Mehmet Ergun
What Does It Cover?
Problems Solved
Who Is It For?
Feature Highlights

● Capture and Proposal Wins
● Earned Value Management
● Agile Methodology
● Waterfall Methodology
● Hybrid Methodology
● Work Breakdown Structures
● RFP Issue and Response Management
● Time Management
About Mehmet Ergun Project Life Cycle Covered
★ Capture and Proposal Winning Expert
★ 20+ Years of IT Project Experience
★ 1000+ Client Delivery Projects
★ Many lessons learned
★ Range – Fortune 100, US Gov, Startups
★ Global Team Collaboration > 10 years
★ Salesforce Expert “Since The Beginning” 2000
www.avandel.com

● Proposal Management !!! End the PPT and
Word Doc Nightmare.
● Work Breakdown Structures. (The
impossible to maintain tree like
requirement and task breakdowns).
● Full Story Package and Issue Life Cycle
● Continue to Use Spreadsheets with
Google!
● Keep time tracked against the
requirements!
PROBLEMS IN PROJECT FIRMS
● Separate systems for proposals, work break down structures,
story boarding, project management, time keeping, expenses,
communication status reporting, document management !
What kind of IT is that?
● SOWs don’t translate well into real world PM
● Change Orders, Issue Tracking not integrated
● NO ONE measures time and expenses on Project level tasks!
Impossible to manage right.
● Waste of Time on project status reporting
Some Feature Differentiators ++
www.avandel.com

PROBLEMS IN PROJECT FIRMS
www.avandel.com
★ All in ONE! Does everything you need in Project
World and Professional Services Automation
★ Its built 100% on Salesforce! Comes with all
that power of workflows and chatter.
★ Permanently put an end to project proposal,
tracking, collaboration, delivery headaches.
★ Don’t change the way you work, just enhance it,
and solve all your problems.
WHY EarnTHIS?

WHY EARNED VALUE METRICS?
www.avandel.com
★ Measures not just work budgeted, but also work planned,
and, work done.
★ Disciplined but flexible and insightful
★ You don’t have to be the DOD to use it
★ Every project team, even agile teams, have project status
and metrics reporting needs
★ Don’t reinvent the wheel, this stuff is proven
★ If you don’t like it, use other metrics – EVM is the Cadillac
so Earn This can also report any way
Earn Value Chart
EV = Earned Value
AC = Actual Cost
CPI = EV / AC
SPI = EV / PV
PV = Planned Value

SECTORS AND USE CASES
www.avandel.com
Life Cycle Of a Project
● IT Teams of All Types (Software, Systems,
Custom Dev, Internal IT, etc.)
● Government Contractors (Real Proposal
Management the Way the US Gov Wants)
● US Gov. State and Local Departments (EVM!)
● Tender Build, Release, Vendor Evaluations
● Professional Services Automation
Propose
Deliver
Manage
Collaborate Allocate
Contract
Initiate

PROPOSE
www.avandel.com
● Put together proposals from proposal
template sections!
● Turn complicated proposals into as
easy as lego building and one click
● Never worry about word formatting,
excel estimations, etc. ever again with
different versions all of the place
● Collaborate on Proposals like you do in
the real world
Proposal Section Templates

PROPOSE
www.avandel.com
Points To Trees Labor Cost Estimation

PROPOSE
www.avandel.com
MILESTONES
Plan&Req Elicitation Solution & Data Design Implementation & Testing Deployment & Roll-Out
Kick Off
Project Planning
Business Process Review
CRP (1)
Business Review Validation
Design Workshop
Solution Design
Data Migration Strategy
Data Mapping
CRP (2)
Business Review Validation
Config-Customization Validation
CRP (3)
Final Implementation
System Integration Training
User Acceptance Training
Prepare for User Training
Product Migration
Roll-Out
Training
Data Load Sandbox
Data Load Production

PROPOSE
www.avandel.com
MILESTONES (EarnedTHIS view)

PROPOSE
www.avandel.com
Pricing and Payments Schedule
● You can propose to RFPs, or build the RFP
● If you’re going to subcontract, you can track tender
responses IN YOUR FORMAT
● Standardize evaluations just like you would
● Take the position on either side of the fence
● Propose IT, or Manage RFP Responses!
one-click rendering to PDF
Propose IT or Send It Out As an RFP

CONTRACTS
www.avandel.com
MANAGE YOUR CONTRACTS
★ Use SOW rollups from Projects
★ See how much money is left
★ See how much is needed to complete
★ See projections on $$
★ See and manage upcoming renewals
★ See everything and then some more not listed
CONTRACT / SOW TRACKING
● Maintain all your wins in SOWs
● You can have more than one project per SOW
● You can have more than one SOW per project
● Manage recurring licensing SOW types
● Manage recurring support SOW types
● Fixed Contract Milestone Invoice Tracking
● T&M Contract Forecasting

INITIATE
www.avandel.com
● Call it whatever you want .. Discovery, Sprint
Backlog, Sprint Planning, But It Must Be Done
● Use Flat, Use Trees, Use Numbering, Indexing,
Estimation Using $$, Hours, Story Points ...
● Report on it and get hand shake with your
customer
● You don’t like work packages? Too scary?
● Its OK, just use flat Agile stories if that
floats your boat. EVM can relabel them.
● EVM supports full Agile Sprint Planning
● Milestones are still our friend.
● Use flat spreadsheets, and EVM still number
and reindex it for you.
SET IT UP
RIGHT! Don’t Want a Requirement Tree?

INITIATE
www.avandel.com
USE GOOGLE SPREADSHEET
● As Cool As our tools are, sometimes you want to
mass-update or add requirements in a
spreadsheet!
● See and update all of your WBS data or Issues in a
Google spreadsheet and collaborate!
● Perfect for organizing intensive UAT or feedback
sessions.
USE WORK BREAK DOWN STRUCTURE
● The Tree is Our Friend, but impossible to maintain with traditional tools
● Go As Deep As You Want, Organize the Way You want to report and makes sense
● Respond to complicated RFPs!!
● Drag and Drop Tree Maintenance and Reindexing
● Copy / Move Entire Tree Sections From Templates

ALLOCATE
www.avandel.com
➔ Who is going to work and log time?
➔ What resources are available?
➔ What roles will they play?
➔ Do you need to source new people?
● Issue and Track Open Positions
● Log Candidacies
● Manage Interviews
● Track Resource Project Experiences!!
● For client sourcing, Generate Resumes Automatically Customized For Each
Role / Project

COLLABORATE
www.avandel.com
● Include customer, Reduce meeting times
● Make them owners for issues an acceptances
● Have them help, not block
● Use workflows and approvals and URLs
● Full transparency all the time = happiness
● Make them a stakeholder in change
management
● Don’t hide
Include The Customer In Collaboration
● With everything in one place, no hunting!
● COLLABORATE don’t argue! Earn This becomes the
source of truth.
● Use chatter don’t use email!
● STANDARDIZE your project vocabulary and project
status reporting that makes sense to the teams and
management.
● Don’t waste time on useless project management
overhead
Single Source of Truth

MANAGE
www.avandel.com
Package Build Life Cycle
Time Sheet
● Standardized Project Status Reports
● Issue Open to Close Life Cycle
● Change Order Management
● Full Workflows and Approvals
● Engage the Entire Team Including Customer
● Daily Standups, Virtual or Physical
● #Last24# #Next24 Posts
● Automated Issue Creations
● Email to Issue Support
● And a gazillion more Features to Run a Project
TRACK TEAM TIME PROPERLY
● Using a separate time system is crazy!
● You’re estimating in one system, and logging time in
another?
● You can not separate time keeping from your project
system.
● Earn This! Allows time tracking against any package /
story OR the project issues.

DELIVERY
www.avandel.com
● Data Dictionaries Produced! And Delivered!
● Story Catalogs Produced and Delivered!
● User Guides Built Along the Way and Delivered!
● Technical Guides Built Along the Way and Delivered!
● Continuous Release means Continuous Training Delivered!
● Customer Acceptance from Day One!

www.avandel.com
REAL-TIME CLOUD-BASED TECHNOLOGY

www.avandel.com
SALESFORCE POWERED - AVANDEL SOLUTIONS
Avandel Accelerates Force.com App Building and Rollout
Salesforce AppExchange is a cloud computing marketplace, developed and hosted by salesforce.com. It is
the world’s first and largest cloud computing applications and services platform.

Project Management Software on Salesforce Platform II

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