VI-48 Automate Vision Workflows to Increase Communication, Decrease Overhead, Improve Compliance, and Win More Projects

Transcription

1 VI-48 Automate Vision Workflows to Increase Communication, Decrease Overhead, Improve Compliance, and Win More Projects Champion Technology Services, Inc.

2 Agenda 1. Who am I and Who is Champion Technology Services 2. Automating Sales & Proposal Tracking 3. Automating Human Resource Tasks 4. Automating Reminders for Safety-Related Topics 5. Questions and Answers 2

3 Sam Farr 3

4 Champion Technology Services 4

5 Champion Technology Services 5

6 Automating Sales & Proposal Tracking Using the Opportunities Module to Track Proposal and Estimation Efforts Customizing Alerts Zone Qualifications Risk Assessment for Customer Opportunities 6

7 Customizing Opportunity Alerts Zone Qualifications Proposals and estimations require various levels of review based on established criteria Developed a custom Zone Qualifications tab in Vision Opportunities This workflow begins with answering a series of questions to assign a Zone Category that determines review requirements Based on the Zone Category, an is sent to stakeholders with required instructions for the proposal review 7

8 Customizing Opportunity Alerts Zone Qualifications 8

9 Using the Opportunities Module to Track Proposal and Estimation Efforts 9

10 Zone Qualification and Checklist on Opportunity Insert Workflow Actions 10

11 Using the Opportunities Module to Track Proposal and Estimation Efforts Benefits: Increased communication with managers and other team members More visibility for stakeholders within the company Less time coordinating reviews; team members are given instructions and due dates from the alert (eliminates phone calls and s for proposal review coordination) 11

12 Automating Human Resource Tasks Workflows Track Changes to Employees Vital Data Keeping up with Performance Reviews and Employee Evaluations 12

13 Workflows to Track Employees Vital Data Tracking Vital Data Employees have full access to edit their Vital Data in Vision We implemented the following workflows: 13

14 Performance Reviews and Employee Evaluations How does your organization keep track of all employee start dates, anniversaries, performance reviews? Anniversary workflows were created from the hire date field calculate the date difference A custom tab was created for storing Employee Evaluation information A custom workflow sets up 45 day, 90 day, 6 month, and 1-year reviews based on the hire date when a new employee is added to Vision alerts to notify Managers/Supervisors about upcoming dates to perform employee evaluations 14

15 Performance Reviews and Employee Evaluations 15

16 Performance Reviews and Employee Evaluations 16

17 Automating Reminders for Safety-Related Topics Tracking Safety Training 17

18 Tracking Safety Training Over 120 employees need specific safety training, depending on their role and the customer sites they visit Custom tab for tracking Safety Training Safety Training matrix with all possible safety tasks and required drug screenings Developed a custom web service that s the employee and Office Administrators about required trainings Safety manager is notified when an employee charges to a customer project that requires client specific training 18

19 Tracking Safety Training 19

20 Tracking Safety Training 20

21 Estimated Time Saved by Safety Automation Manaul Safety Tasks Automated Safety Tasks Look Up Review Requirements Send Notifications 21

22 Please submit a survey for this session via the mobile app.

23 Learn More Get plugged in Join a user group (regional, virtual) Interact in Kona Client Advisory Council (CAC) and more! (VisionPSM@Deltek.com) Join the MVP program Visit the Vision kiosks in the Expo Hall Follow the Vision Attend a live VPM, CRM, Resource Planning, demo or sign up for an upcoming webinar at Deltek.com 23