We are a team of

innovators, consultants

and Salesforce certified

developers who build

solutions in and around

the cloud.

5 AvandelAppexchange

apps

> 500Custom Force.com

application built

> 10000Salesforce users

served

> 15 PDOAppexchange apps

built for others

> 200Many years of total project experience

> 40Certified

Developers

> 100SalesforceCustomers

> 10Countries served

> 50Employees

www.avandel.com15635 Alton Parkway Suite 295

Irvine CA 92618+1 949 275 2703

info@avandel.com

AGENDA

Built For Project PeopleBy Project People

Who built it? About Mehmet Ergun

What Does It Cover?

Problems Solved

Who Is It For?

Feature Highlights

About Mehmet Ergun

* Capture and Proposal Winning Expert * 20+ Years of IT Project Experience * 1000+ Client Delivery Projects * Many lessons learned * Range – Fortune 100, US Gov, Startups * Global Team Collaboration > 10 years * Salesforce Expert “Since The Beginning” 2000

Project Life Cycle Processes Covered

● Capture and Proposal Wins

● Earned Value Management

● Agile Methodology

● Waterfall Methodology

● Hybrid Methodology

● Work Breakdown Structures

● RFP Issue and Response Management

● Time Management

Some Feature Differentiators ++

● Proposal Management !!! End the PPT and Word Doc Nightmare.

● Work Breakdown Structures. (The impossible to maintain tree like requirement and task breakdowns).

● Full Story Package and Issue Life Cycle

● Continue to Use Spreadsheets with Google!

● Keep time tracked against the requirements!

PROBLEMS INPROJECT FIRMS

● Separate systems for proposals, work break down structures, story boarding, project management, time keeping, expenses, communication status reporting, document management ! What kind of IT is that?

● SOWs don’t translate well into real world PM● Change Orders, Issue Tracking not integrated● NO ONE measures time and expenses on Project level tasks! Impossible to

manage right.● Waste of Time on project management reporting

WHY EarnTHIS?

★ All in ONE! Does everything you need in Project World and Professional Services Automation

★ Its built 100% on Salesforce! Comes with all that power of workflows and chatter.

★ Permanently put an end to project proposal, tracking, collaboration, delivery headaches.

★ Don’t change the way you work, just enhance it, and solve all your problems.

What kind of IT is that?

Why Earned Value Metrics?

● Measures not just work budgeted, but also work planned, and, work done.

● Disciplined but flexible and insightful● You don’t have to be the DOD to use it● Every project team, even agile teams,

have project status and metrics reporting needs

● Don’t reinvent the wheel, this stuff is proven

● If you don’t like it, use other metrics – EVM is the Cadillac so Earn This can also report any way

Sectors and Use Cases

Life Cycle of a Project

Earn Value Chart

● IT Teams of All Types (Software, Systems, Custom Dev, Internal IT, etc.)

● Government Contractors (Real Proposal Management the Way the US Gov Wants)

Propose

Contract

Initiate

AllocateCollaborate

Manage

Deliver

PV = Planned ValueEV = Earned ValueAC = Actual Cost

CPI = EV / ACSPI = EV / PV

● US Gov. State and Local Departments (EVM!)

● Tender Build, Release, Vendor Evaluations

● Professional Services Automation

PROPOSE

● Put together proposals form proposal template sections!

● Turn complicated proposals into as easy as lego building and one click

● Never worry about word formatting, excel estimations, etc. ever again with different versions all of the place

● Collaborate on Proposals like you do in the real world

Proposal Section Templates

Proposal Heaven

Maintain All of Your Proposal Sections in a Single Repository

Points To Trees

Labor Cost Estimation

PROPOSE

Plan&Req Elicitation Solution &Data Design

Implementation &Testing

Deployment &Roll-Out

Kick Off

Project Planning

Business ProcessReview

CRP (1)

Business ReviewValidation

Design Workshop

Solution Design

Data MigrationStrategy

Data Mapping

CRP (2)

Business ReviewValidation

Config & Customization Validation

CRP (3)

Final Implementation

System IntegrationTraining

User AcceptanceTraining

Prepare for UserTraining

Product Migration

Roll-Out

Training

Data LoadProduction

Data Load Sandbox

EarnTHIS Milestones View

MILESTONESPROPOSE

PROPOSE

Pricing and Payments Schedule

Propose IT or Send It Out As an RFP

● You can propose to RFPs, or build the RFP● If you’re going to subcontract, you can track tender responses IN YOUR

FORMAT● Standardize evaluations just like you would ● Take the position on either side of the fence● Propose IT, or Manage RFP Responses!

One-Click Rendering to PDF

Manage Your Contracts $$

★ Use SOW rollups from Projects★ See how much money is left★ See how much is needed to

complete★ See projections on $$★ See and manage upcoming

renewals★ See everything and then some

more not listed

CONTRACTS

Contract / SOW Tracking

● Maintain all your wins in SOWs● You can have more than one

project per SOW● You can have more than one

SOW per project● Manage recurring licensing

SOW types● Manage recurring support SOW

types● Fixed Contract Milestone

Invoice Tracking● T&M Contract Forecasting

INITIATE

Use Google Spreadsheets

● Call it whatever you want .. Discovery, Sprint Backlog, Sprint Planning, But It Must Be Done

● Use Flat, Use Trees, Use Numbering, Indexing, Estimation Using $$, Hours, Story Points ..

● Report on it and get hand shake with your customer

SET IT UP RIGHT!

● The Tree is Your Friend, but impossible to maintain with traditional tools

● Go As Deep As You Want, Organize the Way You want to report and makes sense

● Respond to complicated RFPs!!● Drag and Drop Tree

Maintainance and Reindexing● Copy / Move Entire Tree

Sections From Templates

Use Work Break Down Structure

● You don’t like work packages? Too scary?

● Its OK, just use flat Agile stories if that floats your boat. We can relabel them.

● We support full Agile Sprint Planning

● Milestones are still our friend.● Use flat spreadsheets, and we’ll

still number and reindex it for you.

Don’t Want a Requirement Tree?

● As Cool As our tools are, sometimes you want to mass-update or add requirements in a spreadsheet!

● See and update all of your WBS data or Issues in a Google spreadsheet and collaborate!

● Perfect for organizing intensive UAT or feedback sessions.

ALLOCATE

Who is going to work and log time?What resources are available?What roles will they play?Do you need to source new people?

COLLABORATE

● With everything in one place, no hunting!● COLLABORATE don’t argue! Earn This becomes the source of

truth.● Use chatter don’t use email!● STANDARDIZE your project vocabulary and project status

reporting that makes sense to the teams and management.● Don’t waste time on useless project management overhead

● Issue and Track Open Positions● Log Candidacies● Manage Interviews● Track Resource Project Experiences!!● For client sourcing, Generate Resumes Automatically Customized For

Each Role / Project

● Include customer, Reduce meeting times● Make them owners for issues an acceptances● Have them help, not block● Use workflows and approvals and URLs● Full transparency all the time = happiness● Make them a stakeholder in change management● Don’t hide

Single Source Of Truth

Include The Customer In Collaboration

MANAGE

DELIVERY

● Data Dictionaries Produced! And Delivered!● Story Catalogs Produced and Delivered!● User Guides Built Along the Way and Delivered!● Technical Guides Built Along the Way and Delivered!● Continuous Release means Continuous Training Delivered!● Customer Acceptance from Day One!

● Standardized Project Status Reports● Issue Open to Close Life Cycle● Change Order Management● Full Workflows and Approvals● Engage the Entire Team Including Customer● Daily Standups, Virtual or Physical● #Last24# #Next24 Posts● Automated Issue Creations● Email to Issue Support● And a Billion More Feature to Run a Project

TRACK TEAM TIME PROPERLY

● Using a separate time system is crazy!

● You’re estimating in one system, and logging time in another?

● You can not separate time keeping from your project system.

● Earn This! Allows time tracking against any package / story OR the project issues.

Package Build Life Cycle Time Sheet

REAL-TIME CLOUD-BASED TECHNOLOGY

Software As A Service (or SaaS) is a way of delivering applications over the Internet—as a service. Instead of installing and maintaining software, you simply access it via the Internet, freeing yourself from complex software and hardware management. SaaS customers have no hardware or software to buy, install, maintain, or update. Access to applications is easy: You just need an Internet connection.

No Vendor Lock-inBecause SaaS applications are subscription based, customers can always choose not to renew if they’re dissatisfied, making providers more accountable.

No Large Up-Front InvestmentWith SaaS applications, customers avoid the large initial investment in an IT infrastructure and the day-to-day responsibility of maintaining that infrastructure.

No Maintenance HeadachesSaaS customers all share the same provider infrastructure, which centralizes administration and updates. Plus, integration is simpler because there’s no need to support several platforms and multiple versions.

No Steep Learning CurveSaaS applications use a familiar Internet interface, so customers expect the ease of use and constant innovation of the consumer Web, helping to drive adoption.

No Outdated SolutionsSaaS applications are innovating at a rapid rate because developers are focused on what’s next rather than on maintaining numerous versions of old code. SaaS vendors use the same technology architecture as the best consumer Web: companies like eBay, Google, and Yahoo!, which enables the same levels of continuous innovation.

Secure transmission and sessionsConnection to the Salesforce environment is via SSL 3.0/TLS 1.0, using global step-up certificates from Verisign, ensuring that our users have a secure connection from their browsers to our serviceIndividual user sessions are identified and re-verified with each transaction, using a unique token created at login

Network protectionPerimeter firewalls and edge routers block unused protocolsInternal firewalls segregate traffic between the application and database tiersIntrusion detection sensors throughout the internal network report events to a security event management system for logging, alerts, and reportsA third-party service provider continuously scans the network externally and alerts changes in baseline configuration

Disaster RecoveryThe Salesforce service performs real-time replication to disk at each data center, and near real-time data replication between the production data center and the disaster recovery centerData are transmitted across encrypted linksDisaster recovery tests verify our projected recovery times and the integrity of the customer data

BackupsAll data are backed up to tape at each data center, on a rotating schedule of incremental and full backupsThe backups are cloned over secure links to a secure tape archiveTapes are not transported offsite and are securely destroyed when retired

www.avandel.com15635 Alton Parkway Suite 295

Irvine CA 92618+1 949 275 2703

info@avandel.com

SALESFORCE POWERED - AVANDEL SOLUTIONS

Avandel Apps : Accelerated Business Enablement

Salesforce AppExchange is a cloud computing marketplace, developed and hosted by salesforce.com. It is the world’s first and largest cloud computing applications and services platform.

Order THIS! is the complete recurring order management solution for industries with complex business processes. All your employees, dealers and suppliers can work on an integrated platform anywhere, anytime, on any device in the Cloud.

Inspect THIS! is the key mobile friendly field service app to keep your facilities and equipment reliable and safe. Different types of assets used by auditors, field support, property, technical or security services within a single facility or distributed workplaces can be inspected and tracked easily with Inspect THIS!

Survey THIS! is your professional tool for market research and customer feedback. It’s an online surveys and polls management app built on Salesforce. From customer satisfaction research to course evaluation, from vendor scoring to employee performance reviews; researches of all types can be executed with Survey THIS!.

Earned Value Management (EVM) is a project control process, based on a structured approach to planning, cost collection and performance measurement. Earn THIS! is an EVM tool to monitor your project’s performance. Built on Force.com; Earn THIS! is a user-friendly tool to plan, propose, manage scope, measure your time and cost all in a cloud computing environment.

Drip THIS! is a powerful marketing and advertising tool to steer your drip marketing campaigns and ad based landing pages. You can nurture your customers, subscribers or prospects over time by sending out messages at regular intervals or whenever a change occurs in in their status. Drip THIS! is your unparalleled application lifting you to the cloud.

www.avandel.com15635 Alton Parkway Suite 295

Irvine CA 92618+1 949 275 2703

info@avandel.com