Government Contractors are under pressure to allocate resources more effectively, increase client billing rates, and differentiate themselves through innovative service delivery in order to generate greater profit margins in the face of ever-increasing competition and regulatory DCAA compliance. Accounting for every detail of a project or contract, including measuring the degree of project completion, remains a huge challenge for Government Contractors. Join Raffa & BDO to learn how you can solve your compliance and project management challenges with an effective Microsoft Dynamics solution.
Want More Out of your SharePoint Environment? Extend your SharePoint Environm...EPM Live
SharePoint is the most common collaboration tool on the market today. It was common in the early adoption years to see SharePoint implementations that were intended for content management purposes only. Now, IT organizations are thinking outside of the box. If you must do more with less, what better way to protect your current investment and minimize costs then to leverage the same platform to bring Project Management, Product Development and Service Management to your IT organization?
Join us in a one hour webinar to learn how you can extend an underutilized SharePoint deployment into a full Enterprise project, product and service management solution. Topics includes:
- Common Uses of SharePoint
- SharePoint Deployment Best Practices
- SharePoint Recommendations
- Benefits of Centralization
- SharePoint for IT Planning and Control – Projects, Products and Services
Realizing the Business Value of PPM - What to Expect When Implementing PPMEPM Live
Organizations who strive to improve their Project Portfolio Management (PPM) processes by leveraging a PPM tool are given a strategic advantage in today’s market.
Project Portfolio Management (PPM) is a set of business practices that bring projects together into tight integration with other business operations synchronizing strategies, resources and executive oversight. PPM provides the structure and processes for project portfolio governance.
Benefits of a PPM tool provide the organization a centralized location for stakeholders, PMs and project team members to easily view project portfolio items, resource demands, tasks, and project costs. It provides structure and standardization for project selection and execution and should be flexible to let users work the way that is most comfortable to them, improving user adoption and productivity. PPM solutions streamline collaboration between all invested personnel by providing easily accessible dashboards and reports and enabling more accurate and timely decision-making. Overall a good PPM solution provides the organization the toolset for selecting the right projects, improving ROI and creating a leading business edge.
Government Contractors are under pressure to allocate resources more effectively, increase client billing rates, and differentiate themselves through innovative service delivery in order to generate greater profit margins in the face of ever-increasing competition and regulatory DCAA compliance. Accounting for every detail of a project or contract, including measuring the degree of project completion, remains a huge challenge for Government Contractors. Join Raffa & BDO to learn how you can solve your compliance and project management challenges with an effective Microsoft Dynamics solution.
Want More Out of your SharePoint Environment? Extend your SharePoint Environm...EPM Live
SharePoint is the most common collaboration tool on the market today. It was common in the early adoption years to see SharePoint implementations that were intended for content management purposes only. Now, IT organizations are thinking outside of the box. If you must do more with less, what better way to protect your current investment and minimize costs then to leverage the same platform to bring Project Management, Product Development and Service Management to your IT organization?
Join us in a one hour webinar to learn how you can extend an underutilized SharePoint deployment into a full Enterprise project, product and service management solution. Topics includes:
- Common Uses of SharePoint
- SharePoint Deployment Best Practices
- SharePoint Recommendations
- Benefits of Centralization
- SharePoint for IT Planning and Control – Projects, Products and Services
Realizing the Business Value of PPM - What to Expect When Implementing PPMEPM Live
Organizations who strive to improve their Project Portfolio Management (PPM) processes by leveraging a PPM tool are given a strategic advantage in today’s market.
Project Portfolio Management (PPM) is a set of business practices that bring projects together into tight integration with other business operations synchronizing strategies, resources and executive oversight. PPM provides the structure and processes for project portfolio governance.
Benefits of a PPM tool provide the organization a centralized location for stakeholders, PMs and project team members to easily view project portfolio items, resource demands, tasks, and project costs. It provides structure and standardization for project selection and execution and should be flexible to let users work the way that is most comfortable to them, improving user adoption and productivity. PPM solutions streamline collaboration between all invested personnel by providing easily accessible dashboards and reports and enabling more accurate and timely decision-making. Overall a good PPM solution provides the organization the toolset for selecting the right projects, improving ROI and creating a leading business edge.
Project Management is an integrated project management and accounting solution specifically designed for the needs of small and midsize consulting and software companies. Project Management caters for all business processes of these service companies through a uniform user interface. The solution provides one single database to manage data, from Financials, Human Resources, Project Management, Consulting and Development to Customer Relationship
Management (CRM). Depending on their access rights, users have access to all the critical information they need to make smart business
decisions. ProjectManagement is not only an easy-to-use and affordable solution, but also highly customizable and feature-rich.
Project Management is distributed internationally and is available in different languages. The solution is delivered by a network of qualified business partners that distribute the software and provide local service and support. For this reason, Project Management already has nearly 4,000 users worldwide!
For more information, please contact Blue Ocean Systems Pte Ltd at:
www.BlueOceanSys.com.sg
Tel +65 63977258
We love to hear from you. Thank you.
Business process management center of excellence 2010Robert Levy
A suggested best practice guide for creating a business process management center of excellence - the principles could apply to many other opportunities as well. If anyone uses this outside of BPM let me know.
Extend Your PPM Application for Projects Products and ServicesEPM Live
A Project and Portfolio Management (PPM) system is a common need within most IT organizations. In addition to PPM, IT organizations must also have systems in place for the management of other types of work such as products and services. Now, IT organizations are thinking outside of the box. If you must do more with less, what better way to protect your PPM investment and minimize costs then to leverage the same platform to bring Project Management, Product Development and Service Management to your IT organization?
Technical Project Manager; recent implementation MS Dynamics, SharePoint 2013, MS365, SAP, many ERP implementations, major contributor to PMO start-up in Fortune 100 company, integration specialist
Project Management is an integrated project management and accounting solution specifically designed for the needs of small and midsize consulting and software companies. Project Management caters for all business processes of these service companies through a uniform user interface. The solution provides one single database to manage data, from Financials, Human Resources, Project Management, Consulting and Development to Customer Relationship
Management (CRM). Depending on their access rights, users have access to all the critical information they need to make smart business
decisions. ProjectManagement is not only an easy-to-use and affordable solution, but also highly customizable and feature-rich.
Project Management is distributed internationally and is available in different languages. The solution is delivered by a network of qualified business partners that distribute the software and provide local service and support. For this reason, Project Management already has nearly 4,000 users worldwide!
For more information, please contact Blue Ocean Systems Pte Ltd at:
www.BlueOceanSys.com.sg
Tel +65 63977258
We love to hear from you. Thank you.
Business process management center of excellence 2010Robert Levy
A suggested best practice guide for creating a business process management center of excellence - the principles could apply to many other opportunities as well. If anyone uses this outside of BPM let me know.
Extend Your PPM Application for Projects Products and ServicesEPM Live
A Project and Portfolio Management (PPM) system is a common need within most IT organizations. In addition to PPM, IT organizations must also have systems in place for the management of other types of work such as products and services. Now, IT organizations are thinking outside of the box. If you must do more with less, what better way to protect your PPM investment and minimize costs then to leverage the same platform to bring Project Management, Product Development and Service Management to your IT organization?
Technical Project Manager; recent implementation MS Dynamics, SharePoint 2013, MS365, SAP, many ERP implementations, major contributor to PMO start-up in Fortune 100 company, integration specialist
Successful management of a Nonprofit organization requires providing high-quality service, but at the same time, careful administration of expenses and improving processes are ongoing requirements. Spend more time securing grants and performing effective management with the right accounting solution in place.
Learn how you can easily access and cross-reference data, automate tedious operations and administrative processes, and provide timely financial reports to run your organization more effectively.
Government Contractos are under pressure to allocate resources more effectively, increase client billing rates, and differentiate themselves through innovative service delivery in order to generate greater profit margins in the face of ever-increasing competition and regulatory DCAA compliance. Accounting for every detail of a project or contract, including measuring the degree of project completion, remains a huge challenge for Government Contractors. Join Raffa & BDO to learn how you can solve your accounting, project management, and compliance issues with an effective Microsoft Dynamics solution.
Developing a Modernization Strategy: Evaluating the Options by Chris KoppeFresche Solutions
Chris Koppe, VP of Corporate Strategy at Fresche Legacy presented Developing a Modernization Strategy: Evaluating the Options during iBelieve 2015.
This presentation covers:
- Modernization strategies
- Establishing goals and objectives
- Strategy definition
- Planning
- Getting funding and support
As Project Managers, we all understand the value and benefits of a Project & Portfolio Management solution, but these are often identified as soft-costs and not tangible benefits to the business. Forrester’s Total Economic Impact (TEI) report on Project Online provides a vehicle by which you can sell PPM to your boardroom, breaking down reporting efficiencies, improved resource utilization, and simplified IT costs into hard benefits that will resonate with your executives.
What Does Agile Mean to the Modern PMOMike Otranto
Given that digital business require Agile PPM (bimodal IT), PMO leaders are challenged to adapt governance processes to cover new, agile Mode 2 efforts that are not from the same mold as “traditional” project management structures. The requirement of successfully delivering projects using multiple delivery approaches side-by-side is not just a possibility, it is a high probability.
How has Agile PPM (bimodal IT) impacted the PMO?
How are Agile PPM (bimodal IT) application projects different than traditional projects?
How should project management methods, strategies and techniques change to support digital PMO in bimodal IT organizations?
PPM Challenge #3: Providing Value to All Levels – 2012 PPM Challenge and Oppo...EPM Live
Challenge: Meeting stakeholder expectations is a challenge for most organizations. How do you keep stakeholders in the know with the current status of work and how do you prevent team members from making assumptions and more often than not, causing rework, due to a lack of project awareness? Keeping teams informed provides a healthy environment and reduces risks. Click through this webinar slide deck to see how EPM Live's SharePoint-based Project Management solution can help you meet your project deliverables.
Resource scheduling & capacity planning for project online webinar 25 oct18Mike Otranto
Resource management in an organization can be a challenge for any number of reasons. What if you had a more formal request and approval process that enabled greater visibility for resource managers into the allocation and capacity of their resources? Now you do – Resource Scheduling in Project Online.
Resource Scheduling provides functionality for both resource managers and project managers to enhance communication of resource assignments. Project managers request the needed resource and resource managers analyze and respond to the requests based on real information about other commitments the resource has already been committed to.
This webinar will show both the resource manager and project manager perspective in working with Resource Scheduling in Project Online. Join us and find out how you can get better control and visibility over your allocation and capacity using the new OnePlan for Resource Scheduling
6.18.2013 - 2013 - Prj & Port Mgmt SftDev - Portfolio Management - For the ...IBM Rational
Webcast Series: Project and Portfolio Management Software Development
Title: 2013 - Prj & Port Mgmt SftDev - Portfolio Management - For the Manager - Making Good Decisions
Date: 6-18-2013
Presenter: Chris Wolters
Exceptionally well qualified Senior IT Executive with PROVEN TRACK RECORD . Twenty (20) years’ experience, successfully leading programs, practices and business development as large as $60 million. Accustomed to large, complex initiatives, responsible for a hundred plus resources and multi-million dollar budgets. Proven track record of using varied business processes and technologies enabling clients to achieve their overall strategic, tactical goals and business cases. Strong ability to provide valued leadership and build effective, high energy teams needed to support the development of effective, complex global solutions for companies across matrixed management environments
Integrated Enterprise PPM, ALM and APM on force.com cloudPoornima N
Cloudbyz IT portfolio management solution is built on force.com cloud platform. Solution covers project portfolio Management(PPM), Application Life Cycle Management (ALM) and Application Portfolio Management(APM).
Connected Project Management in the Oil, Gas & Chemicals Industry Ashwin Menon
Gas & Chemicals is a capital intensive industry that has as a fundamental business requirement to increase project profitability for all capital projects. Why? Most companies are experiencing:
Increasing shareholder expectations and compliance requirements
A higher than acceptable rate of project budget overruns, delays, and even project failures
Increasing project complexity and shortening of delivery dates for projects
An increasing level of fragmented process and data management
The most effective approach to achieving this requirement of increased project profitability is by gaining improved insight and control and optimized process efficiency within each of the capital projects and across the investment portfolio.
This approach also drives a reduction in project risk through improved transparency and data consistency. As a result, each capital project team is able to achieve better quality and faster response times enabled via enhanced process standardization and flexibility.
SAP is committed to partnering with its customers as they transform into digital Oil, Gas & Chemical companies by helping:
Reimagine business models to find new revenue and profit sources by offering innovative approaches to addressing market challenges
Reimagine business processes and use digital technology to optimize business outcomes by converging information and operational technologies
Reimagine the role and structure of the workforce to support future business by incorporating wearable technology, 3D printers, and geospatial technologies
Our vision is to help the Oil, Gas & Chemicals industry digitally transform in order to drive profitable growth, build customer intimacy and grow talent. This document offers our point of view on how Capital Project management must be implemented, how SAP can help and some of the leading practices we have seen.
2018-07 Systems Integration Best Practices for Integrating Your Business Appl...Raffa Learning Community
How much time does your organizations spend getting data to and from critical business systems such as your donor management, association management, membership and accounting applications? What about time sheets, expense reports and payroll data? Have you made customizations to your systems that make packaged integrations difficult to work with? In this session we will share considerations, best practices and use cases from actual customer integrations that may help you tackle your next integration project.
Join Raffa Technology & BI360 for an informative session on best practice approaches to managing your budget process beyond Microsoft Excel. Come learn how you can help your organization increase productivity, insight and decision making while decreasing the manual keying and inaccuracies inherent with Microsoft Excel. This seminar includes a presentation of the BI360 budgeting and reporting software.
In today’s accounting environment, there is mounting pressure to run leaner while becoming more effective than ever. Meeting deadlines, reviewing or preparing reconciliations and providing support requires new approaches to mitigating errors and compromising the integrity of your SOFP and SOA. It doesn’t have to be that way.
Join nonprofit industry leader Raffa, PC and BlackLine to discover a simpler way to perform your reconciliation process that allows you to focus on analysis, risk mitigation, and value creation for your organization.
Not every organization can afford to have a full time CIO on staff. But someone will be fulfilling the role, even without the title. This seminar will help you understand the role a CIO fulfills within your organization, the areas you may not be addressing without a CIO, the risks and opportunities mitigated by the presence of a CIO, and the new world of outsourced IT.
Additionally, we will discuss if your organization can thrive without the latest technology, whether your IT team is doing what they should be, how your IT infrastructure measures up to best practices, and what technology you may be missing out on.
With the ever-increasing threat of viruses, security breaches, and cyber theft, it is important to understand the basics of network and internet security. In this session, you will learn how to pass the security portion of your audit and how to protect your hardware. We will also discuss security in the cloud and Privacy Laws.
This class is beneficial to IT, Operations, and Administrative professionals.
Adam Grant, in a recent Atlantic article, says it best: “People Don’t Actually Know Themselves Very Well.” Do you agree? He argues that your coworkers are much better at rating aspects of your personality than you are. Studying thousands of people at work show that coworkers are more than twice as accurate when asked to assess how stable, dependable, friendly, outgoing and curious you are. In this workshop, we will give you an opportunity to solicit feedback in advance of the workshop, reflect on feedback you’ve received, and provide a safe and confidential environment to explore your blind spots. Those blind spots may be related to the way you see yourself as a manager or leader or perhaps how you think about intergenerational differences. We’ll discuss the importance of self-awareness and provide some tools to help you integrate new knowledge about yourself in practical ways at work.
Not every organization can afford to have a full time CIO on staff. But someone will be fulfilling the role, even without the title. This seminar will help you understand the role a CIO fulfills within your organization, the areas you may not be addressing without a CIO, the risks and opportunities mitigated by the presence of a CIO, and the new world of outsourced IT.
Additionally, we will discuss if your organization can thrive without the latest technology, whether your IT team is doing what they should be, how your IT infrastructure measures up to best practices, and what technology you may be missing out on.
Keeping reserves for a “rainy day” is a good practice for all nonprofit institutions, but how much should your organization set aside? A percentage of annual budget? Three-to-six months? Our answer is: it depends. Each nonprofit is unique and can experience distinct unexpected circumstances that may affect its long-term financial health.
This session, led by mark Murphy of Raffa Wealth Management, will focus on how to conduct a risk assessment that will assist your nonprofit in quantifying financial risks and opportunities. Once completed, this risk assessment aims to assist in finding the appropriate reserve level for your unique organization.
Whether you are in the initial phases of creating your nest egg or revaluating longstanding reserve levels, this session is for you.
Help your organization make better informed decisions. Join the Raffa Technology team and Prophix to discover how best in class organizations are using financial automation to drive improved budgeting, strategic financial analysis and better business decision making.
Learn how organizations are automating the financial budget process to deliver more accurate and timely information in the financial planning process.
Not every organization can afford to have a full time CIO on staff. But someone will be fulfilling the role, even without the title. This seminar will help you understand the role a CIO fulfills within your organization, the areas you may not be addressing without a CIO, the risks and opportunities mitigated by the presence of a CIO, and the new world of outsourced IT.
Additionally, we will discuss if your organization can thrive without the latest technology, whether your IT team is doing what they should be, how your IT infrastructure measures up to best practices, and what technology you may be missing out on.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
91mobiles recently conducted a Smart TV Buyer Insights Survey in which we asked over 3,000 respondents about the TV they own, aspects they look at on a new TV, and their TV buying preferences.
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
Rise in volumes of AI-powered cyberattacks
Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
In-depth analysis of the cyber threat landscape across North America, South America, Europe, APAC, and the Middle East
Why are attacks on smart factories rising?
Cyber risk predictions
Axis of attacks – Europe
Systemic attacks in the Middle East
Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
PHP Frameworks: I want to break free (IPC Berlin 2024)Ralf Eggert
In this presentation, we examine the challenges and limitations of relying too heavily on PHP frameworks in web development. We discuss the history of PHP and its frameworks to understand how this dependence has evolved. The focus will be on providing concrete tips and strategies to reduce reliance on these frameworks, based on real-world examples and practical considerations. The goal is to equip developers with the skills and knowledge to create more flexible and future-proof web applications. We'll explore the importance of maintaining autonomy in a rapidly changing tech landscape and how to make informed decisions in PHP development.
This talk is aimed at encouraging a more independent approach to using PHP frameworks, moving towards a more flexible and future-proof approach to PHP development.
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
Le nuove frontiere dell'AI nell'RPA con UiPath Autopilot™UiPathCommunity
In questo evento online gratuito, organizzato dalla Community Italiana di UiPath, potrai esplorare le nuove funzionalità di Autopilot, il tool che integra l'Intelligenza Artificiale nei processi di sviluppo e utilizzo delle Automazioni.
📕 Vedremo insieme alcuni esempi dell'utilizzo di Autopilot in diversi tool della Suite UiPath:
Autopilot per Studio Web
Autopilot per Studio
Autopilot per Apps
Clipboard AI
GenAI applicata alla Document Understanding
👨🏫👨💻 Speakers:
Stefano Negro, UiPath MVPx3, RPA Tech Lead @ BSP Consultant
Flavio Martinelli, UiPath MVP 2023, Technical Account Manager @UiPath
Andrei Tasca, RPA Solutions Team Lead @NTT Data
Secstrike : Reverse Engineering & Pwnable tools for CTF.pptx
2012-10-11 Solutions for Proj Driven Orgs
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 ?
Presentation Title / Page 2
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
Presentation Title / Page 3
4. TODAY’S CHALLENGES
Are you managing your business or
is your business managing you?
Presentation Title / Page 4
5. PEOPLE DRIVE BUSINESS SUCCESS
Amplify their impact and you create greater
success
Presentation Title / Page 5
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
Presentation Title / Page 6
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
Presentation Title / Page 7
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
Presentation Title / Page 8
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
Presentation Title / Page 9
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
Presentation Title / Page 10
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
Presentation Title / Page 11
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
Presentation Title / Page 12
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
Presentation Title / Page 13
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?
Presentation Title / Page 14
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…
Presentation Title / Page 15
16. DYNAMICS SL OVERVIEW
PROJECT DASHBOARD
• Real-time
visibility
into your
data
• Project
P&L
• Labor
hours
statistics
Presentation Title / Page 16
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
Presentation Title / Page 21
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
Presentation Title / Page 22
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
Presentation Title / Page 23
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
Presentation Title / Page 24
25. DYNAMICS SL OVERVIEW
EXEC MGMT DASHBOARDS
Real-time visibility
into your data
Top 10 Customers
Year over year
Sales and Margin
Presentation Title / Page 25
26. DYNAMICS SL OVERVIEW
INCREASED VISIBILITY
Real-time visibility
into your data
Labor statistics by
Customer
Presentation Title / Page 26
27. DYNAMICS SL OVERVIEW
WEB BASED TIMECARDS
Online Timesheets
Presentation Title / Page 27
31. DYNAMICS SL OVERVIEW
ABILITY TO DRILL INTO THE DETAILS
Online Project
visibility – multiple
levels…
Self-service – Drill
into the supporting
details
Presentation Title / Page 31
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
Presentation Title / Page 34
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
Presentation Title / Page 37
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
Presentation Title / Page 38
