VI-49 Project Management and Budget Control with Vision Automation

Transcription

1 VI-49 Project Management and Budget Control with Vision Automation

2 Discussion Topics Champion Technology Services, Inc. Who are we? Managing Project Planning and Execution Project Management without Vision Automation (Manual ETCs) Custom Automated Solution (Custom ETCs) Project Management with Vision Automation In Development and Testing 2

3 About Champion Technology Services Office Locations 3

4 About Champion Technology Services Capabilities Overview 4

5 About Champion Technology Services Industries Served 5

6 Managing Project Planning and Execution 6

7 ETCs Estimated Time to Complete How much time is left to complete this project? Task level Per employee 7

8 ETCs in Vision \ 8

9 ETCs in Vision Out of the Box In Vision Planning Calculated field Auto-consumed Needs Accessible to all project team members Show PM planned/projected hours for each project based on employee perspective Filter focus on Projects and Tasks Report ETC on individual basis. PM use Vision Planning for their own estimates, but need input from each resource to get accurate ETC 9

10 Manual ETCs Custom fields in Project Info Center: 10

11 Manual ETCs Project Manager Active Project List 11

12 Manual ETCs Office Administrator Active ETCs List 12

13 Manual ETCs Office Administrator Active ETCs List 13

14 Manual ETCs Office Administrator Active ETCs List 14

15 Manual ETCs Office Administrator ETC Round up 15

16 Manual ETCs Office Administrator Input ETCs 16

17 Manual ETCs Office Administrator Reporting 17

18 Manual ETCs Project Manager Updates Vision Planning 18

19 Time spent with manual entry Project Manager: (Avg # Projects per week) x (Avg # of tasks per project) ETC Owner: Gather responses from employees assigned to task. Estimate and reply to ETC per project Office Administrator: (Avg # Projects/week) x (Avg # of tasks/project) x (Employee/project) Gather replies and hunt down ETCs Reporting per project 19

20 Time spent with manual entry Project Manager 30 minutes ETC Owner(s) 30 minutes Office Administrator 30 minutes ~1.5 hours per Project ~15 Active Projects per week ~1170 hours per year 20

21 Solution Needs: Reduce administrative and project management time dedicated to this task Reduce manual entry Easy-to-use function for employees to report ETCs Automated reports that link ETC input to Project JTD information 21

22 Automating ETC using Vision 22

23 Custom ETCs Key Components Automated query Automated s ETC Logging Interface for input and review Reporting 23

24 Custom ETCs 24

25 Custom ETCs Automated Query 25

26 Custom ETCs Automated Query ETC Owner removed. 26

27 Custom ETCs Automated s Single per employee 27

28 Custom ETCs ETC Input 28

29 Custom ETCs Office Administrator: ETC Review 29

30 Custom ETCs Reporting 30

31 Custom ETCs Reporting 31

32 Project Management with Vision Automation Project Manager 5 minutes ETC Owner(s) 5 minutes Office Administrator 10 minutes ~.33 hours per Project ~15 Active Projects per week ~257.4 hours per year 78% Time Savings 32

33 Benefits Time Savings Easily Accessible Reduce overhead time managing ETCs and reporting Simplify data gathering So much time for activities! Analyze data instead of collect it Work on project-related issues with team Develop innovative solutions Build relationships with customers 33

34 In Development and Testing Project Management Center 35

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

36 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 37

37 Contact Information Quyen Nguyen Systems Programmer Office: