The document discusses solutions for project-driven organizations using Microsoft Dynamics as an integrated project management and accounting solution. It highlights key challenges organizations face around project delivery, reporting, and resource utilization. The solution aims to provide real-time visibility into projects, optimize resource allocation, shorten billing cycles, and improve profitability, efficiency, and customer service.

1. SOLUTIONS FOR
PROJECT-DRIVEN
ORGANIZATIONS
Glenn Anstead, CPA
Sr. Manager – Financial Systems Group
Raffa, PC
ganstead@raffa.com
October 11, 2012
Thrive. Grow. Achieve.

2. AGENDA
• Build a compelling business case that Project
Management and Accounting is the backbone
Click to edit callout
of any service-intensive organization
• Explore Microsoft Dynamics as a powerful
solution that goes far beyond the traditional role
of project management or accounting
• Understand why Microsoft Dynamics, Microsoft
SharePoint and Microsoft Project can be a wise
choice for your business
• But first…who is RAFFA ?
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3. WHO IS RAFFA?
Microsoft Gold Enterprise Partner with offices in
Washington, DC and Rockville, MD
Specializing in Project Management & Accounting (PMA)
solutions for Professional Services, NGO’s, Government
Contractors, and Other Project Driven Organizations
260 management, accounting, and systems professionals
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4. TODAY’S CHALLENGES
Are you managing your business or
is your business managing you?
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5. PEOPLE DRIVE BUSINESS SUCCESS
Amplify their impact and you create greater
success
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6. THREE ENDURING MYTHS
1. Services are inherently “creative”
and, therefore, not well suited to the rigor of
project management (PM)
2. Top service priorities are improved
efficiency, profitability, and customer satisfaction
– project management simply doesn’t play a key
role in this equation
3. Management wants bottom-line financial
impact, and project management has not been
able to convincingly deliver on that expectation
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7. PROJECT AND SERVICE DELIVERY CHALLENGES
• PROJECT AND SERVICE DELIVERY
CHALLENGES
– Improve Team Communication and
Integration
– Reduce Risk Through Project Portfolio
Analysis
– Optimize Processes and Resources to
improve utilization and realization rates
• REPORTING, ANALYSIS, AND
FORECASTING
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8. OTHER COMMON BUSINESS CHALLENGES
• Project management activities disconnected from company
financials
• High administrative costs from redundant & error-prone data
entry
• Too much time spent collecting and sharing of information
between people and departments
• Manual billing processes; Long billing cycle time leads to
decreased cash flow
• Lack of management visibility into project profitability
and status
• Reports are difficult to obtain, limited and not standardized
• Information is often available too late for managers to solve
problems
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9. DAWNING OF A NEW ERA
• What is Project Management and Accounting (PMA)?
– An end-to-end business solution that integrates project,
financial & resource management for the purpose of
improving profitability, efficiency, and customer service,
while adapting more quickly to changing business
conditions
• In Other Words…
– PMA is about putting the right people and skills on the
right projects at the right time in order to deliver a valued
and profitable service
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10. Resource
CRM
Utilization Forecasting
Project Project Rates, HR
Analysis Management Skills Management
(*)
Accounts Project
Payroll
Payable Hours Accounting Time
Invoice Data
Contract Accounts General
Management Receivable Ledger
Collections
(*) Budgeted Hours, Cost, Revenue & Resource Data
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11. OUR SOLUTION
• Project Management and Accounting from Microsoft
Dynamics SL
– An integrated suite of 9 modules that provide financial
accounting, project management and resource
management capabilities
– Key features include: time and expense
management, billing, revenue recognition, cost
allocations, contract management, payroll
reporting, employee and resource utilization, and real-
time project profitability analysis
– Optional integration with Microsoft Project combine real-
time financial data with best-of-breed project
planning, task scheduling, knowledge management, and
skills management capabilities
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12. OUR CUSTOMERS
• Business Services, Consulting, IT and Computer
Services, Engineering, Government Contractors, Public
Relations / Lobbying, and Construction
• All size companies in the mid-market spectrum –
typically 5-500M revenue & 25-1000 employees
• Project-centric divisions and departments in large
enterprise
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13. Distribute Reports Market/Propose/Negotiate
Process Payroll/Expenses Contract Award
Receive Payment
Project Life Project Setup
Cycle
Invoice Customer/Clients Hire Staff/Subs
Setup Expense Types
Perform Services
Manage Project
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14. PROJECT MANAGEMENT
QUESTIONS THAT KEEP PROJECT MANAGERS AWAKE
Do I have the
people and skills Microsoft Office Project
for this contract? Connector
Will this contract
Plan be profitable?
Project Net Profit
Will we deliver on Project Controller
time and on Time and Expense
budget with For Projects
Deliver quality? Are we
maximizing Flexible Billings
billable services?
Can we increase
utilization and Project Analyzer
realization rate? Employee Utilization
Improve Is the team
optimizing skills
and Communicator
communication?
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15. PROJECT MANAGER SUPPORT
• Web access to your data
– Immediate access to Projects profitability
– Maintain projects
– Assign resources to projects, tasks or subtasks
– Create initial and subsequent budgets
– Set maximums for Projects and Tasks
– Store and share Project invoices in a document
repository
– Enter time remotely supporting your companies needs:
bi-weekly, semi monthly…
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16. DYNAMICS SL OVERVIEW
PROJECT DASHBOARD
• Real-time
visibility
into your
data
• Project
P&L
• Labor
hours
statistics
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19. DYNAMICS SL OVERVIEW - ASSIGN RESOURCES
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21. Benefits Beyond The Norm
Traditional Project Management
Project Management & Accounting
• On time versus original Reduced time to market
schedule estimate and/or cycle time
• Within budget versus Project
original cost estimate revenue, cost, and
• Within scope versus original profitability
deliverables Business value of
• Meet or exceed services delivered
customer expectations Alignment with business
• “Best available” resource and client objectives
utilization “Best fit” skills-based
resource optimization
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22. Other Measurable Benefits
• Better Prioritization of Projects and Services
It is shocking how many “projects” operate below the radar screen
with no plans, controls or accountability
• Shorten Billing Cycles
Better allocation of resource T&E to project schedules and
invoicing, and faster resolution of billing disputes
• Minimize Revenue Leakage
Eliminate errors from manual entry or redundant systems used to
invoice client services
• Improved Service Agility
Quicker response to sudden or unexpected changes in business
priorities, competitive pressures, new technology, and economic
downturns
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23. Key Challenges
Reporting, analysis, and forecasting
• Each department works from their own information
- there is no common, accurate view of reality
• Need better controls for budgeting and financials
• Need to identify rising stars and falling stars, and
the reasons behind their performance
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24. Bringing it All Together
A single view of operational data
• Discover the one truth for your business
• Provide people access and empower them with
simple but sophisticated tools
• Focus on what is important and act!
• Institute the command and control you need to
meet goals
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25. DYNAMICS SL OVERVIEW
EXEC MGMT DASHBOARDS
Real-time visibility
into your data
Top 10 Customers
Year over year
Sales and Margin
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26. DYNAMICS SL OVERVIEW
INCREASED VISIBILITY
Real-time visibility
into your data
Labor statistics by
Customer
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27. DYNAMICS SL OVERVIEW
WEB BASED TIMECARDS
Online Timesheets
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28. DYNAMICS SL OVERVIEW
PROJECT VISIBILITY
Online Project
visibility – multiple
levels…
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29. DYNAMICS SL OVERVIEW
PROJECT VISIBILITY
Online Project
visibility – multiple
levels…
Commitments &
Budgets
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30. DYNAMICS SL OVERVIEW
SELF SERVICE ACCESS
Online Project
visibility – multiple
levels…
Self-service –
Project profitability
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31. DYNAMICS SL OVERVIEW
ABILITY TO DRILL INTO THE DETAILS
Online Project
visibility – multiple
levels…
Self-service – Drill
into the supporting
details
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32. BRINGING IT ALL TOGETHER

33. DEMO
MICROSOFT DYNAMICS…
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34. Top 10 Benefits of Microsoft
Dynamics
1. Increase revenue and profit potential with improved
resource utilization
2. Rein in costs
3. Gain deeper visibility into your organization
4. Streamline billing cycles
5. Minimize revenue leakage
6. Optimize processes across the product / service life
cycle
7. Respond to change with agile efficiency
8. Gain competitive advantage
9. Connect data across your organization
10. Work and grow the way you want with a
flexible, consolidated platform
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36. Together, We Build Business
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37. WHAT’S NEXT?
Let’s get started…!
• Schedule a follow-up meeting to review your
companies specific requirements.
• For more information
– Visit www.microsoft.com/dynamics/SL
– or www.microsoft.com/BusinessSolutions/
financialmanagement.mspx
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38. Q&A
THANK YOU FOR
ATTENDING & PLEASE
COMPLETE THE
EVALUATION FORMS!
GLENN ANSTEAD GANSTEAD@RAFFA.COM
SETH ZARNY SZARNY@RAFFA.COM
JEREMY TARO JTARO@RAFFA.COM
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