ProjectHelp Customer Presentation
description
Transcript of ProjectHelp Customer Presentation
ProjectHelp Customer Presentation
Professional Services Automation
Professional Services Automation
This presentation
• Company• PSA• Product• Services• Our work-methods• ProjectHelp in your organisation
Professional Services Automation
Business Idea
• ProjectHelp shall develop and sell standard software for project-oriented businesses.
• Our staff and our products shall be market leaders in professional services automation - to optimise the value chain of consulting companies.
• Our products and services shall be sold via partners who are connected to existing ISVs with their own partner networks.
• We shall offer customers and partners a network of competent consultants.
Professional Services Automation
History
• 1996– IntraView AS– Developed TimeEase
• 1999 – Visma bought 50% of IntraView AS
• 2000 – Intraview merged with Exense, which is listed on the Oslo stock exchange
• 2000 – Intraview founders buy rights to ProjectHelp and begin independent
development.• 2001
– ProjectHelp established in Norway, Denmark and Sweden.• 2003
– Partners established across Scandinavia• 2004
– ProjectHelp Consulting Group • 2005
– Singapore– UK– China
Professional Services Automation
ProjectHelp organisationProjectHelp
Group
Product
OsloProject
ManagersSPB/India
Sales Consulting
ProductExperts
Consultants
Support
Direct Sales Partners
Channel Manager
Local Partner Contact
Sales
KAM
TechnicalConsultants
ImplementationConsultants
PSAConsultants
Professional Services Automation
Customers
• Engineering– Dr. Tech. Olav Olsen, Myklebust, Devotek, Fartygskontruktioner
• Architects– LPO, Dyrvik, Origo
• IT&Telecom– Ascom, Precio
• R&D– Akvaplan Niva
• Biotech– Novozymes, Clinical Data Care, Trial Form Support
• Oil– British Petroleum
• Cars– Volvo Cars
• Banking– GE Money Bank
Professional Services Automation
PSA
• Professional Services Automation• Business System for project oriented companies• Focus on delivering better projects to your clients
• PSA from ProjectHelp:– Software– PSA minded consultants
• Goal of PSA– Helping you to optimise the way you run your consulting
company– Improving the internal work process– Increase project profitability– Become more competitive
Professional Services Automation
Automating the Value Chain
The Professional Services value chain.
• Core organisational activities, automated by ProjectHelp.
• Different ProjectHelp modules automate each ‘link’ in this chain.
Professional Services Automation
PSA: Levels of automation
Level One : User Input
Employees fill in their timesheets and expenses electronically, which are in turn approved electronically, according to a defined process.
Professional Services Automation
PSA: Levels of automation
Level Two : Financial Output
Data from User Input is automatically processed, to produce invoices or be delivered to the accounts/payroll system
Professional Services Automation
PSA: Levels of automation
Level Three: Project Management
Projects are divided into separate activities, with specific budgets, with commencement and completion targets. Progress and financial data is tracked throughout by management.
Professional Services Automation
PSA: Levels of automation
Level Four: Resource optimalization
All company resources allocated to specific projects and mapped according to skills. Use the correct resources in your projects. Utilize the resources.
Professional Services Automation
PSA: Levels of automation
Level Five: Customer satisfaction
Customer able to follow entire process from quotation, through execution to invoice and review. Employees see the planned and actual communication (tasks, events, emails, documentation) with customer.
Professional Services Automation
Challenges
• Access for everyone everywhere anytime• Quality of timesheet and travel expense information• Running several projects in parallel• Mix of fixed prices and time & material• Keeping track of all variation orders within each project• Making sure all resources are fully allocated• Producing correct invoices • Providing your customer with detailed documentation• Running according to defined project models• Standardised management reporting• Integrating all systems
ProjectHelp is the answer.
An easy to use, web-based, front-end system,used by the whole organisation
ProjectHelp automates the entire project lifecyle, providing the facts behind the business,
to deliver improved operational effectiveness and optimised profitability.
The Accountant: ”I need to be provided with accurate, quality data, that doesn’t need any reprocessing, so I can quickly create informative invoices and reports.”
The view from the Professional Services company:
The Consultant: ”I need to see my planned tasks, and to quickly report my hours and expenses anytime, anywhere”
The Project manager: ”I need to plan and track my projects in detail, with financial information at my fingertips and powerful reporting tools”
?
The Senior manager: ”I need to improve the efficiency of my company and ensure that every project earns money”
Modules
Integrations
Services
Packages
The ProjectHelp application contains many modules
Customer Relationship Management (CRM)Human Resource Management (HRM)Document ManagementResource AllocationProject Planning
... and many more
Clock In/OutTimesheetsTravel ExpensesCollaboration ToolsInvoicing
Modules
Integrations
Packages
Packages
ProjectHelp is sold in carefully defined packages:
Includes:PSA Level
Resource Allocation, Skills ManagementFourEnterprise
Calendar, Travel Expenses, Invoicing & ReportsTwoProfessional
HRM, CRM & TimesheetOneBasic
Modules
Integrations
Packages
Packages
ProjectHelp is integrated with many leading systems:
Like... ERP systems
from Visma, Hogia, Microsoft, SAP & Quickbooks...CRM systems
from SuperOffice, Siebel & Pivotal...Payroll systems
from Hult&Lillevik, Carat & Hogia...
...running on the ProjectHelp ILink platform, built on XML technology
Modules
Integrations
Packages
Services
ProjectHelp offer expert complimentary services
Hosting & Backup
Development Services
Implementation & Business Consulting
Training Courses
Technical Support
Modules
Integrations
Packages
Services
The complete ProjectHelp solution is delivered to customersby our network of certified and authorised partners.
Partners and customers are also supported by the ProjectHelp Consulting Group who deliver implementation,
training, support and business consulting services.
Professional Services Automation
ProjectHelp Consulting Group
• Certified consultants– External system Channel Manager– Local Partner Contact– Key Account Manager– Sales– Project Manager– Technical & Support– Business & PSA Consulting– Training
• “Sitting next to you”– Working remotely via ”gotoassist” tool which ”take over”
your desktop
Professional Services Automation
Partners
• Technology– Microsoft
• ERP integration– Vitari (Visma), Hogia
• Implementation– Accenture
• Value Addes Resellers– Maybe your local partner?
Professional Services Automation
ProjectHelp Implementation process
• Proven process for quick and qualitative implementations• Built on Best-practises from many years of implementing
ProjectHelp for new customers• Involving your own employees
• Partners and Projecthelp Consulting Group are certified on the implementation process
• Consulting packages– Fixed price consulting packages– You define your own involvement and our engagement
Professional Services Automation
ProjectHelp release 6
ProjectHelp is a standard software with two main releases every year
• ProjectHelp release 6, released in June 2005– 10 years application and knowledge– Always using latest technology
• New user interface
• Contains all of the main requirements coming from customers within our core market
Professional Services Automation
ProjectHelp product platform
• MS SQL Server• 100% web based – all you need is a browser• Configurable user interface• Process oriented• Easy to use• Easy to learn• Complete Business system for professional services
Professional Services Automation
Work processes
• PSA work processes• Internal work processes defined in the user interface• You can define your own processes• Several levels of sub-processes• Controlled by access right system
• Easy for the user to navigate and use• Securing high quality in your daily work
Professional Services Automation
Warnings
• Built-in warning system for the complete system• Warnings on all business and logical objects• Displayed in user interface and/or sent by email• Configure your own trigger level for each warning• Build your own warnings
Professional Services Automation
Planning
• Supports several project models• Templates• Java-gantt (MS Project compatible)• Calendar• Resource allocation
Professional Services Automation
Execute
• Easiest and most powerful timesheet in the market– Project time and wage time (overtime, illness, vacation etc)– Daily comments– Import from calendars (ProjectHelp calendar or Outlook)
• Easy travel expenses– Rates are in the database, user can not do wrong according
to rules– Easy for user to fill in
Professional Services Automation
Finance
• Produce your invoices in ProjectHelp!
• ProjectHelp is developed to produce excellent project-oriented invoices
• All project information can be placed on your invoices and on the invoice-attachments
• Provides your project managers with a powerful tool to manage all aspects of their projects including invoicing
• Easy transfer of your invoice information to your accounting ledger
Professional Services Automation
Project Models
• Defining the right project model is the biggest challenge!• Understanding of how you want to run your business• Industry standard knowledge• Factors to think of:
– Quoting/contracting– Planning– Timesheet– Invoicing– Reporting
Professional Services Automation
How are we working?
• Sales process– 1 – teaser– 2 – evaluation– 3 – analysis– 4 – customizations– 5 – integrations– 6 – consulting– 7 – solution– 8 – offer– 9 - order
• Product demos for all involved resources in your organisation• Detailed requirements specification• Workshop• Solution document
Professional Services Automation
ProjectHelp in your organisation
• Easy to use timesheets and travel expenses• Well-known project structure• Project managers with well-defined responsibility• Consistency between offer, plan, timesheet, invoice and
reporting• Improved, more efficient and respected daily work
processes• Invoices sent early to your customer• Complete management overview
– Project portfolio – Resource allocation– Project finances
Professional Services Automation
Next step
• Detailed requirement specification• Work processes to be improved• Priorities• Budget• Workshop
Professional Services Automation
Professional Services Automation