ipm it s project management Integrated. Intuitive. Intelligent IPM PROJECT MANAGEMENT WITH INTEGRATION TO MICROSOFT DYNAMICS NAV

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1 ipm it s project management Integrated. Intuitive. Intelligent IPM PROJECT MANAGEMENT WITH INTEGRATION TO MICROSOFT DYNAMICS NAV IPM, by IPM Global, is a next generation project management suite that provides a scalable solution with all the functionality needed to meet the requirements of today s busy project manager.

2 ipm Integrated. Intuitive. Intelligent This exciting solution delivers a 360 degree real-time view of projects, job tasks and operations combined with extensive reporting, plus back end financial information. IPM is powered by Microsoft Dynamics to deliver extensive document and contract management features, supported by native integration with Microsoft Dynamics NAV and Microsoft Office including Outlook. Project Management has never been easier or more efficient than with IPM, which delivers greater value to your business than any piece of plant or equipment ever could.

3 page 3 IPM Project Management creates a unique environment for managing the day to day operations of most project staff. Presented through outlook and seamlessly integrating mail and calendar services with day to day operations, IPM puts project management squarely where project staff spend most of their time. IPM s ability to create, store and track all project communications, RFI s, drawings and revisions, meeting minutes, change requests, subcontracts and purchase orders combined with the power of Microsoft s xrm platform provides a simple but sophisticated project management toolset. With user customizable screens, reports and workflows IPM provides a project management platform that is easy to use and quickly adopted by project staff. It feels and looks like a project management tool, not an extension to a financial system so non accounting staff aren t intimidated. With IPM s automatic filing capabilities,the drudgery involved in making sure communications and attachments are filed against projects in a sensible organized fashion disappears. The ability to flag any incoming as being related to a project means it is easy to start the ongoing filing process as well. take control of your project environment: Effectively manage scheduling, resource allocation and task management to deliver successful projects on time and on budget. Understand actual costs on a timely up to date basis when running an integrated system. Mitigate risk by always knowing the status of tasks. Efficiently schedule and allocate budget, equipment and staff resources throughout the project lifecycle. Review project conditions through the IPM Job Task View. View critical dates, completion percentages and subcontractor activities for all jobs in a single screen. productivity gains IPM provides a set of productivity tools for added value. These include personal workflows, automatic to-do notifications, accessibility features, capability to quickly build custom reports, and seamless integration with Microsoft Outlook. At IPM Global, we believe that the success of an implementation begins with the end user. Ensuring that the platform provides an interface consistent to what is already used, is essential to meeting our goals and your expectations. data management Our database architecture allows users to easily store, manage and access relevant documents needed to track and analyze project performance. IPM uses the powerful Microsoft SQL Server database engine, with reporting features that enable key performance indicators to be assessed and reviewed continually throughout the project. Contact and project data can be categorized to ensure that the relationship between jobs and contractors remains clear and visible. natural office environment The entire project team will be comfortable using IPM in fact, they already know how to use it because it is run from inside Microsoft Outlook Integration with Microsoft Outlook lets users remain within a familiar programme environment that is both flexible and easy to use. Multicurrency and multilingual capabilities ensure that the solution supports international business, and can be personalized to meet the needs of any office.

4 page 4 IPM S PROJECT MANAGEMENT Microsoft Office Share Point Services Microsoft Outlook Microsoft Exchange Microsoft Dynamics CRM V4.0 IPM Project Management Microsoft Dynamics NAV 2009 IPM ERP Integration Microsoft SQL Reporting Services 2005/2008 Microsoft SQL Server 2005/2008 Microsoft Server 2003/2008 powered by microsoft dynamics IPM is powered by the Microsoft Dynamics environment. This ensures the application can access contact and company data to support and enhance project management features. Through this integration, IPM provides full CRM functionality, using contact information to support the document and contract control process. Instead of relying on disparate systems, IPM lets you operate within a single program framework, promoting ease of access and efficiency, as well as reducing errors from double-entry. Microsoft Dynamics adds the tools you need to track activity with subcontractors, business partners and prospects, and helps to provide a 360-degree view of all interactions within a single solution. IPM Global understands that Project Managers work and communicate in Microsoft Outlook. Make this your native environment and do away with those filing folders on your server. security The IPM security model provides a highly efficient means for establishing and changing privileges to ensure that users always have the appropriate access level. Security is based on the Active Directory model used in Microsoft Windows. Role-based security, with privileges based on organizational role rather than on individual users. Multiple user roles, with the highest level taking precedence. The system automatically recognizes the correct security privileges. Record sharing support, so users can share individual records on a temporary basis and assign special access privileges above role-based restrictions. Filtered Views support, permitting users to securely write queries or reports directly against the database. information access Today s workers need to access data in an ever-increasing variety of places and situations. For example, a project manager might need access to an application on a mobile phone, over the Internet, or on a laptop while travelling or on-site. IPM uses the Microsoft Dynamics framework to let users access their data anytime, anywhere, and on the device of their choosing. As a completely web-deployable application, IPM can access real-time information whenever you are online. When the Internet is not available IPM remains fully functional, and simply syncs with the main database once an Internet connection is restored. work flow Every business has its own unique rules and procedures to ensure projects are completed smoothly and to required standards. IPM lets the project manager implement standardized business processes across the organization using customized Microsoft Dynamics workflow rules. Use of workflow rules allows authorised users to define, automate and enforce internal business processes, daily tasks, alerts and escalation procedures. With effective workflows in place, consistent operating processes can be developed to deliver optimal results.

5 page 5 microsoft dynamics nav integration IPM is designed to operate either in standalone mode within Microsoft Dynamics CRM, or integrated directly with Microsoft Dynamics NAV. Integration features include exchange of critical data between Microsoft Dynamics CRM and Microsoft Dynamics NAV Data exchanged includes: Customer information, including names addresses and contacts. Supplier information, including names addresses and contacts. Subcontract Information to the Procurement System. Change Order information to the Projects Ledger in Microsoft. Progress Billing invoices to Microsoft. Integration is synchronised bidirectionally as appropriate, using the latest web services technology. This allows a single IPM installation to integrate with multiple Microsoft Dynamics NAV databases. multicurrency and multilingual Looking to expand into international markets or already operating in multiple countries? With IPM multicurrency and multilingual options, you can deliver a globally ready solution that supports international operations. Multicurrency The IPM Multicurrency function allows a home currency to be selected for the company, and transactional currencies defined for individual transactions. Through a serverbased exchange rate setting, this permits price lists and other budget options to be displayed in multiple currencies. Multilingual IPM permits installation of more than 20 language packs, including translations for all user interface components. Each user has the ability to customise their own language settings and exchange language labels for custom elements. ipm reporting IPM will optimize your team s performance by using Microsoft SQL Server reporting services to improve access to your business data and provide better visibility into your projects. Reporting services permit creation of traditional static reports as well as customized interactive reports to serve any business need. Features include: Embedded Reporting, providing delivery flexibility options such as event-based distribution, and direct embedding of reports in applications. Automation of information delivery can be used to improve real-time information access and decision making across the business. benefits of dynamics platform Improved communications history around the project documents due to the CRM automatic filing process Lower cost of ownership resulting from simple processes to workflows without external consultants. Lower cost of ownership resulting from simple report designer tools reducing the need for external consultants. Better access to data due to Microsoft Dynamics range of deployment options including a detached option for disconnected sites. document and communication The IPM Document History lets users take full advantage of the powerful Microsoft Dynamics environment by automating filing of all project data. Every type of document, contract, and communication that is created or received is automatically filed in the database, allowing the user to track, manage and retrieve relevant data from multiple access points. Every component of IPM benefits from the Document History, which provides project and communications data as needed. general features document control change management procurement resource management Workflow Automation RFI's Change Request control Requests for Quote Resource Timesheet Processing planning and forecasting Forecast to complete daily reports Incident Tracking Browser Based Submittals Change Orders Purchase Orders Timesheet Approvals Percent Complete Vistor Tracking Outlook Integretion Drawing Register Progress Billing Automated Filing Issue Register Approval Workflows with Integration Offline Availability Risk Register Budget Management Opportunity Management Integration Transmittals PROJECT MANAGEMENT CORE FEATURES Multi-currency Purchase Approval Workflows with Subcontracts Subcontract Change Orders Subcontract Approval Workflows with Payroll file creation Task Based Gantt Chart Progress Tracking Charge Rate Tables Subcontract Based Gantt Chart Resource Scheduling Service Booking Weather Conditions Tracking Material Receipts Subcontractor Attendance Site Instructions Multi-currency Equipment Utilization Meeting Minutes Day Labor Utilization Account and Contact Database integrating with Outlook and Mobile Devices Report Wizard and Full SQL Reporting Services Integration Sharepoint integration with Web Parts

6 submittals IPM ensures that every Submittal sent and every response received is accountable and accessible from Activity History within the central database. IPM automatically tracks incomplete Submittals through a user-definable status system. Once a Submittal has been recorded, it can be viewed and retrieved instantly, along with the associated communications. Search functions can also be used to search for all related communications. Both individual and system-wide workflows can be created by authorised users to facilitate follow-up processes. Submittals can be used for tracking samples transmittals IPM takes Transmittals into today s current business environment with an increased focus on customization and professional presentation. Every data field within the Transmittal form can be personalized to suit the specific needs and requirements of any business. IPM also uses the latest Microsoft graphical standards to ensure that every Transmittal appears professional and is familiar to Microsoft Office users. As with Submittals, both individual and system-wide workflows can be created by authorized users to facilitate follow-up processes. Transmittals are optional however if used then all communications will be tracked sequentially by job PRODUCTIVITY GAINS page 6 DATA MANAGEMENT

7 page 7 request for information (rfi) Effective RFI management is essential to meeting budgets and scheduling targets as well as ensuring the project team has access to accurate, up-to-theminute information. IPM RFI streamlines and simplifies the RFI Process by using native Microsoft Office integration to create, view, and send RFI s from a single screen. Automatic filing ensures that the RFI and all related are stored in Document History for easy viewing and retrieval. responses are automatically recorded under the RFI as additional activity. Personal and systemwide workflows can easily be created to facilitate follow-up processes for each RFI document as it moves through its lifecycle. Keep track of RFI s centrally and manage their status meeting minutes IPM Meeting Minutes lets you record, distribute, and manage meeting notes and action items quickly and easily. Once meeting notes are entered and attendees selected, a single mouse click generates a PDF that is sent to all attendees via Outlook. The PDF is automatically stored in Document History, letting you search and retrieve previous meeting minutes whenever they are needed. Individual and system-wide workflows can easily be created to facilitate follow-up processes for each meeting as it moves through its lifecycle. IPM stops meeting items getting overlooked & allows reminder follow-up automation MICROSOFT ENVIRONMENT WORKFLOW SECURITY INFORMATION ACCESS

8 contract management Change Requests + Change Orders + Subcontract Change Orders Change Request IPM makes Contract Management easy with better access to project data, quick links to contract information and a streamlined process that optimizes the letting of a contract. By utilizing the Outlook integration, Project Managers can create, send and receive Change Requests, Change Orders and Subcontract Change Orders all from the one location. Risk can also be significantly reduced with built in work flow rules preventing common administrative errors associated with contract management. Track a potential Change Order from inception Key features: Create, manage and send Change Orders and Change request documents from within a single environment. Subcontract Change Order Easily customize user defined Change Order types and classifications. Use CRM search functionality to locate previous communications with subcontractors, clarifying any discrepancies. Recall previous contracts associated with subcontractors to assess their performance. Attach internal CRM notes to subcontractor information for future reference. Turn a Change Request into a Subcontract Change Order page 8 PRODUCTIVITY GAINS DATA MANAGEMENT

9 page 9 Change Order. or a head contract Change Order purchase orders Purchase Orders creation and maintenance can be effectively carried out in the IPM Purchase Order system. Orders can be created for anything related to a project and with description of the purchase either being manually entered with quantities and unit rates or chosen from the CRM products table. The standard Microsoft CRM Workflows can be used to automate the approvals of purchase orders. These workflows can be created and modified by the CRM administrator. Purchase Orders can then be delivered either by direct or by using the standard IPM transmittal functionality. If integrated through to a Microsoft Dynamics ERP application, reporting of purchase order status including progress claims is easily accessible. MICROSOFT ENVIRONMENT WORKFLOW SECURITY INFORMATION ACCESS

10 scheduling Job Progress View The Job Progress View is a powerful scheduling tool that creates a dynamic visual representation of every job within a project. Using a Gantt chart calendar, the Job Progress View displays scheduling data, budget information and links to assigned contractors based on existing data. As well as displaying the data in an easy to follow visual format, the user add, change and manage jobs from the display screen. Project resource management is simplified by point and click assignment of budget, equipment and subcontractor details. Job Progress view features: Manage and display the scheduling data of every job in a Gantt Chart Calendar. View and edit start and finish dates for all tasks. Display real time information to track job progress against estimates. View budget allocation for each job against forecasted cost-to-complete figures. View Monthly Cash Flow reports. Generate a chart to track all subcontracts. Jobs are graphically presented in a number of different ways. See actual work performed displayed in an easy to digest graphical format. page 10 PRODUCTIVITY GAINS DATA MANAGEMENT

11 page 11 drawing register The IPM drawing register lets you attach, edit, remove and send multiple drawings from a single screen. Integration with Microsoft Outlook means that you can manage the drawing register without having to change applications or even change screens. IPM has a built-in document tracking system that lets you view the status, history and version of every drawing. Users can view current and superseded versions of each document, as well as the drawing register communication log, which displays when each drawing version was received. Individual and system-wide workflows can be created by users to facilitate follow-up processes as each drawing moves through its lifecycle. IPM maintains a central repository of all drawings (& revisions) by project. If you need collaborations these can be accessed via Microsoft SharePoint MICROSOFT ENVIRONMENT WORKFLOW SECURITY INFORMATION ACCESS

12 ipm project diary Entering field reports and daily logs has never been quicker or simpler than with IPM Project Diary. By using the latest Microsoft Dynamics CRM offline client configuration, users can access, review and submit field reports and daily logs on site without the need for a connected workstation. The offline client allows users to view record and send information to the IPM Project diary instantly, once communication with the server is established. When the Project diary has been submitted, users can check staff attendance, weather conditions, job progress and any other site information that has been recorded. The IPM Document History ensures that every site diary entry is automatically filed and can be recalled quickly as needed. Once Project diaries have been finalized, all job details are automatically updated, including real time information in Job Task Scheduling. Use the site diaries online or in disconnected mode subcontract control Effective control of subcontracts is crucial to the management of many projects. IPM provides effective subcontract control by providing facilities to record subcontracts and attach appropriate terms and conditions and other supporting documentation. Using either direct or through the use of IPM s transmittals subcontract can easily and efficiently be delivered to your business partners. Subcontract Variations are then recorded in IPM to track changes to subcontracts as they occur. If integrated through to an accounting application, reporting of subcontract status including progress claims is easily accessible. Subcontract start and end dates can easily be managed and amended through the IPM subcontract progress schedule. The standard Microsoft CRM Workflows can be used to automate the approvals of subcontracts and subcontract variations. These workflows can be created and modified by the CRM administrator. page 12 PRODUCTIVITY GAINS DATA MANAGEMENT

13 page 13 progress billing Due to the complexity of Progress Billing most companies have in the past used spreadsheets to manage this involved process. IPM changes this situation completely by making the progress billing process one that is both simple to use and time efficient. All the required fields are presented to the contract administrator allowing the addition and removal of columns not relevant to a particular project. The claims process utilizes standard CRM workflows to manage approvals and the final change from a claim to an invoice. If integrated to a Microsoft Dynamics ERP application the invoice is then automatically updated to the accounts receivable sub-ledger. Manage your progress billing as you would have in your spreadsheets - except with live data that centrally updates the project. Manage Subcontracts centrally and send through to accounting once approved MICROSOFT ENVIRONMENT WORKFLOW SECURITY INFORMATION ACCESS

14 RFQ RFQ (Request For Quote) Requests for Quotes is a feature that allows the complete management of the subcontract and purchase order letting process. The starting point for the process is the Project Budget. Once a detailed budget has been recorded or imported for a job the process of generating quote requests can commence. RFQ s are created and the potential suppliers or subcontractors are selected from the Project Management Contacts list. These contacts are all add to the RFQ as BCC recipients of the request to assist in avoiding collusion between the suppliers or subcontractors. Items are then added to the RFQ. These items can be manually entered however they can be selected from the project budget lines. If budget lines are used then the details of the RFQs are updated against the budget lines and when an order to a supplier or subcontractor is awarded, then the value of the order is updated on the budget line so that direct analysis can be made, comparing the estimated or budgeted value against the awarded value. Record Detailed Project Budget Update Budget Lines with Bought Out Prices Create RFQ s Based on Budget Detail Update Budget Lines with Bought Out Prices RFQ PROCESS FLOW Send RFQs to Potential Vendors and Subcontractors Update Budget Lines with Bought Out Prices Receive Responses from Vendors and Subcontractors RFQs can then be delivered using IPM s standard processes either simply attached to an or covered by a transmittal. Drawings and other documents can be associated with the RFQ s and be automatically included with any transmittal. The powerful Outlook integration utilized by IPM will then automatically file the responses from suppliers and subcontractors with the original RFQ for easy reference. The price grid for the RFQ can then be updated with the submitted prices. Subcontracts and Purchase Orders can be generated directly from the RFQ. If more than one order is to be generated from the RFQ a simple selection process will allow the generation of separate orders to different suppliers. page 14 PRODUCTIVITY GAINS DATA MANAGEMENT

15 page 15 The overall scope of the RFQ or Trade Package is detailed on the RFQ Header. The RFQ can be linked to a spec section for reporting Note the columns added for each selected vendor and subcontractor. This dynamic grid allows the recording of the submitted bids and the interactive selection and creation of orders using the submitted prices MICROSOFT ENVIRONMENT WORKFLOW SECURITY INFORMATION ACCESS

16 issues register As projects are executed issues always arise from a variety of sources. Some of these issues will result in changes to the project while other will be managed through discussions with the parties involved on the project. The IPM issues register provides an centralised system for recording issues and allows other documents such as Change requests and RFI s to be generated from a particular issue using standard Microsoft CRM workflows. As with Risks, all Issues are tracked centrally timesheets Depending on the type of projects being managed in IPM, there may be a need to record resource usage. Resources can be people resources such as employees or they may be equipment resources such as excavators and compactors. IPM Timesheet functionality facilitates the recording of resource hours by resource and day of the week. Timesheets can be sorted by either employee or job and can be copied from week to week. Rates tables can be configured to associate a cost with the resource and these rates can be varied from project to project. The rate table associated with a project is nominated on the project record in IPM job setup. The timesheet information has up to 2 levels of approval to allow project managers and accounting staff to separately approve the entries. Timesheets can be exported to payroll systems once approved. If integrated to a Microsoft Dynamics ERP application the timesheet information is passed through to the jobs as cost journals or to Payroll once approved. Capture all time and resources in the one place page 16 PRODUCTIVITY GAINS DATA MANAGEMENT

17 page 17 risk register All projects carry some degree of risk. The IPM Risk register provides a convenient place to document and update the details of these risks. The status of the risk can then be managed centrally. Should a risk lead to some other change in the project, workflows can be created to generate RFI s, Change Requests or any other IPM document from any specific risk. Mitigate risk by recording and monitoring these as they are identified. MICROSOFT ENVIRONMENT WORKFLOW SECURITY INFORMATION ACCESS

18 site instructions On the worksite, real-time site instructions help ensure projects are completed on time, on budget, and to specification. IPM includes a Site Instruction tool that allows users to instantly send instructions to the worksite via a web browser or through Microsoft Outlook. Once entered into the system, site instructions are delivered as PDF files, and are also stored in Document History for easy access. IPM ensures that every site instruction is accurate and accountable. page 18 PRODUCTIVITY GAINS DATA MANAGEMENT

19 page 19 microsoft dynamics nav Microsoft Dynamics NAV has established itself as a choice for mid-sized organizations looking for a complete enterprise resource planning (ERP) solution that is fast to implement, easy to configure, and simple to use. Today, simplicity continues to beat at the heart of Microsoft Dynamics NAV. And its state-of-the-art functionality covers everything you need to run and grow a successful business. More than one million users have used Microsoft Dynamics NAV to simplify and streamline their highly specialized business processes. With close visual and functional ties to Microsoft Windows and Microsoft Office, it s easy to learn, simple to use, and quick to implement. With integrated financial, manufacturing, supply chain management, sales and marketing, project management, human resources, and services management information from across your organization stored in a centralized database, your people can work quickly and effectively helping to drive your business forward. Microsoft Dynamics NAV helps you plan and manage jobs and projects with support for budgeting, billing, and resource management. You can manage project costs efficiently by tracking resource expenses and usage, planning capacity, and predicting availability. By monitoring projects effectively, you can make confident, informed decisions based on comprehensive information. Benefits of IPM integration with Microsoft Dynamics NAV All job information is only required to be entered one time The Integrated system ensures better reporting on projects because it includes actual as well as budgets without having to record the actual in both systems The integration between IPM and Microsoft Dynamics NAV ensures all data is consistent and removes inconsistencies that can occur between disparate systems. MICROSOFT ENVIRONMENT WORKFLOW SECURITY INFORMATION ACCESS

20 ipm contact us IPM global IPM Global North America tel fax InfoNA@ipmglobal.net north american office: 7740 SW 10th Avenue, Portland OR