On-demand Webcast – PSA's Resource Management

1. Indusa | 2017

2. Nikita Sinha
Functional Consultant,
Dynamics CRM
Manan Thakkar
Sr. Solutions Architect
Speaker Bios

3. Agenda
Overview
Resource Management
Dashboards
Reports
Benefits

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• Project-based organizations empowered by Project Service Automation (PSA) capabilities can
improve all aspects of their business by bringing people, processes, and technology together.
• PSA capabilities provide an end-to-end solution that helps sales and delivery teams engage
customers and deliver billable projects on time and within budget. Key features include:
Dynamics 365 Project Service Automation
Estimate, quote,
and contract
work
Plan and assign
resources
Enable team
collaboration
Capture time,
expense, and
progress data
for real-time
insights and
accurate
invoicing

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PSA Overview

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PSA Modules
Opportunity Management
Enables management to
understand the organizations
project pipeline.
Project Planning
Enables sales and project
managers to collaborate on the
work proposed with the
visualization of the cost, duration,
and customer value.
Resource Management
Provides visibility into the
resources so that the best potential
fit (skills, cost, availability, etc.) can
be brought in to the project work.
Team Collaboration
Provides collaborative
environment for team members to
share information and collaborate.
Time and Expense
Management
Enables individual consultants to
accurately track their project time
and expenses.
Customer Billing
Allows project managers to track,
review and update and approve all
project related costs.
Service Analytics
Helps management to understand
all aspects of the projects
delivered, i.e. their success, cost,
revenue, and other critical KPIs.

7. Agenda
Overview
Resource Management
Dashboards
Reports
Benefits

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• Management can view and filter resources based on skills and availability. This helps to assign
the right people to the right projects. They can also track resource utilization and forecasting
metrics.
• Resource Management capabilities helps to manage:
Resource Management
Resource
Information
Role
Association
Skill
Association
Project
Information
Project
Resource
Association
Resource
Request
Resource
Approval

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Resource Scheduling
Match resources to projects, based on the project resource requirements
Match a resource’s schedule to a project calendar, based on their availability and scheduled time
off
Review the capacity of each consultant and determine how that capacity is currently used
Assign a percentage or a specific number of hours for a worker’s capacity to a project
Fulfill resource requests (book, propose, find substitute resources)
Automatically form a project team based on resources defined in a work breakdown structure

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User Tasks
Enter the resource information, and associate role and skills to resource
Match the skills and proficiencies of consultants with the right projects
Check consultants’ availability in a calendar view
View the percentage of time that your consultants are currently booked
Schedule resources for a project

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This includes:
Resource Information
Alan
Resource Manager
Resource – Role Association
Resource – Skill Association
Resource – Project Association

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Basic Information of the Resource
Basic information about the resource like his/her
name, start date, experience gets added here.

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Associating the Role of the Resource
Associate the role/title to the resource for the
future allocation in the project.

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Associating the Skills of the Resource
Give rating for the skill
Associate the defined skills and define the
proficiency of the skill like – good, proficient,
and familiar.

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Bookable Resource - Overview

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This includes:
Project Management
Sara
Project Manager
Basic Project Information
Project Resource Association

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Add Basic Information About the Project
A project manager can add a new project and
add basic information related to that.

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Step 1 : Enter required resource role and time duration
Project Resource Association
Project manager creates a team member
request as per the requirement of the resource
– role, skill, time, allocation method.

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Step 2 : Submit the resource request to Resource Manager
Project Resource Association

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Resource Request Approval:
Manage Resource Request
Alan
Resource Manager
Find best suitable resource for resource request
Propose the resource / hard book the resource

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Project Resource Association
Resource Manager
can find the best
suitable resource for
the defined request
based on the
resource role, skill,
and other criteria.

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Find Best Suitable Resource for Request
Based on the request filters, resources will be
listed. Resource Manager can check the
existing engagement of the resource and the
allocated time for the existing project.

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Compare Two Resources
Resource Manager can compare two resources
for the request

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Propose the Resource / Hard Book the Resource
Resource Manager can hard book the resource
or propose the resource to the Project Manager.

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Propose a Resource for the Resource Request
Resource Manager can propose the resource
booking to the project manager, the required hours
are shown in the yellow color for the given project.

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Project – Resource Association
Sara
Project Manager
Further action on resource request…

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Propose a Resource for the Resource Request
Project Manager can get the resource request status as proposed.
When the Project Manager accepts the proposed resource, he/she
becomes the member of the Project team.

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Accept the Proposed Resource Request

29. Agenda
Overview
Resource Management
Dashboards
Reports
Benefits

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Dashboard – Indusa PSA

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Dashboard – Indusa PSA

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Dashboard – Indusa PSA

33. Agenda
Overview
Resource Management
Dashboards
Reports
Benefits

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Project Service Reports

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Reports – Project – Practice Wise Number of
Resources

36. Agenda
Overview
Resource Management
Dashboards
Reports
Benefits

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Benefits
Resource visibility
Increase business value
Save time and money
Increase project success rate
Accommodate demand
Employee satisfaction

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Indusa Overview
• Established in 1989: over 27 years of experience
• Headquartered near Chicago, USA with delivery centers in India
– Anyshore: onsite, offsite, offshore, blended. You call the shots.
• Operate globally; served 500+ clients in over 14 countries
• 80% of our customers stay with us for over 8 years
• Over 90% of team (250+) working on Microsoft-related technology projects are certified
• Deep midmarket expertise
• Experienced in license negotiation and optimization
• Microsoft partner with 14 gold and silver competencies

39. Thank You
Indusa
IndusaITSol
INDUSA Technical Corp
Corporate Headquarters
1 TransAm Plaza Dr., Suite 350
Oakbrook Terrace, IL 60181, USA
Tel: +1-630-424-1800
India Offices
Mondeal Heights, B Block, 1st Floor,
Besides Novotel Hotel, SG Highway,
Ahmedabad – 380015
Tel: +91-79-6682-4700
A-104, Pune IT Park,
34, Aundh Road, Bhau Patil Marg,
Pune – 411 020
Tel: +91-20-3020 4914