2013-03-14 professional services seminar

Thrive. Grow. Achieve.

Seth Zarny – Partner Glenn Anstead – Senior Manager Jeremy Taro – Business Development

March 14, 2013

SOLUTIONS FOR PROJECT-DRIVEN ORGANIZATIONS

AGENDA

Presentation Title /

• Build a compelling business case that Project Management and Accounting is the backbone of any service-intensive organization

• Explore Microsoft Dynamics as a powerful solution that goes far beyond the traditional role of project management or accounting

• Understand why Microsoft Dynamics, Microsoft SharePoint and Microsoft Project can be a wise choice for your business

• But first…who is RAFFA ?

WHO IS RAFFA?


Microsoft Gold Enterprise Partner with offices in Washington, DC and Rockville, MD

Specializing in Project Management & Accounting (PMA) solutions for Professional Services, NGO’s, Government Contractors, and Other Project Driven Organizations 260 management, accounting, and systems professionals

TODAY’S CHALLENGES


Are you managing your business or is your business managing you?

PEOPLE DRIVE BUSINESS SUCCESS


Amplify their impact and you create greater

success

THREE ENDURING MYTHS


1. Services are inherently “creative” and, therefore, not well suited to the rigor of project management (PM)

2. Top service priorities are improved efficiency, profitability, and customer satisfaction – project management simply doesn’t play a key role in this equation

3. Management wants bottom-line financial impact, and project management has not been able to convincingly deliver on that expectation

PROJECT AND SERVICE DELIVERY CHALLENGES


• PROJECT AND SERVICE DELIVERY CHALLENGES – Improve Team Communication and

Integration

– Reduce Risk Through Project Portfolio Analysis

– Optimize Processes and Resources to improve utilization and realization rates

• REPORTING, ANALYSIS, AND

FORECASTING

OTHER COMMON BUSINESS CHALLENGES


• Project management activities disconnected from company financials

• High administrative costs from redundant & error-prone data entry

• Too much time spent collecting and sharing of information between people and departments

• Manual billing processes; Long billing cycle time leads to decreased cash flow

• Lack of management visibility into project profitability and status

• Reports are difficult to obtain, limited and not standardized • Information is often available too late for managers to solve

problems

DAWNING OF A NEW ERA


• What is Project Management and Accounting (PMA)? – An end-to-end business solution that integrates project,

financial & resource management for the purpose of improving profitability, efficiency, and customer service, while adapting more quickly to changing business conditions

• In Other Words… – PMA is about putting the right people and skills on the

right projects at the right time in order to deliver a valued and profitable service


(*) Budgeted Hours, Cost, Revenue & Resource Data

Project Analysis

HR Management

Forecasting CRM Resource

Utilization

Rates, Skills

Accounts Payable

Accounts Receivable

General Ledger

Payroll Time Hours

Collections

Contract Management

Invoice Data

(*)

Project Management

Project Accounting

OUR SOLUTION


• Project Management and Accounting from Microsoft Dynamics SL – An integrated suite of 9 modules that provide financial

accounting, project management and resource management capabilities

– Key features include: time and expense management, billing, revenue recognition, cost allocations, contract management, payroll reporting, employee and resource utilization, and real-time project profitability analysis

– Optional integration with Microsoft Project combine real-time financial data with best-of-breed project planning, task scheduling, knowledge management, and skills management capabilities

OUR CUSTOMERS


• Business Services, Consulting, IT and Computer Services, Engineering, Government Contractors, Public Relations / Lobbying, and Construction

• All size companies in the mid-market spectrum – typically 5-500M revenue & 25-1000 employees

• Project-centric divisions and departments in large enterprise


Project Life Cycle

Market/Propose/Negotiate Distribute Reports

Process Payroll/Expenses

Contract Award

Project Setup

Hire Staff/Subs Setup Expense Types

Perform Services Manage Project

Invoice Customer/Clients

Receive Payment

PROJECT MANAGEMENT QUESTIONS THAT KEEP PROJECT MANAGERS AWAKE


Plan

Do I have the people and skills for this contract? Will this contract

be profitable?

Deliver

Improve

Will we deliver on time and on budget with

quality? Are we maximizing

billable services?

Can we increase utilization and

realization rate? Is the team

optimizing skills and

communication?

Microsoft Office Project Connector

Project Net Profit

Project Controller Time and Expense

For Projects

Flexible Billings

Project Analyzer Employee Utilization

Communicator

PROJECT MANAGER SUPPORT


• Web access to your data – Immediate access to Projects profitability – Maintain projects – Assign resources to projects, tasks or subtasks – Create initial and subsequent budgets – Set maximums for Projects and Tasks – Store and share Project invoices in a document

repository – Enter time remotely supporting your companies needs:

bi-weekly, semi monthly…

DYNAMICS SL OVERVIEW PROJECT DASHBOARD


• Real-time visibility into your data

• Project P&L

• Labor hours statistics

DYNAMICS SL OVERVIEW - ASSIGN RESOURCES



Benefits Beyond The Norm

Traditional Project Management

• On time versus original schedule estimate

• Within budget versus original cost estimate

• Within scope versus original deliverables

• Meet or exceed customer expectations

• “Best available” resource utilization

Project Management & Accounting

Reduced time to market and/or cycle time

Project revenue, cost, and profitability

Business value of services delivered

Alignment with business and client objectives

“Best fit” skills-based resource optimization


Other Measurable Benefits

• Better Prioritization of Projects and Services It is shocking how many “projects” operate below the radar screen with no plans, controls or accountability

• Shorten Billing Cycles Better allocation of resource T&E to project schedules and invoicing, and faster resolution of billing disputes

• Minimize Revenue Leakage Eliminate errors from manual entry or redundant systems used to invoice client services

• Improved Service Agility Quicker response to sudden or unexpected changes in business priorities, competitive pressures, new technology, and economic downturns


Key Challenges Reporting, analysis, and forecasting

• Each department works from their own information - there is no common, accurate view of reality

• Need better controls for budgeting and financials

• Need to identify rising stars and falling stars, and the reasons behind their performance


Bringing it All Together A single view of operational data

• Discover the one truth for your business

• Provide people access and empower them with simple but sophisticated tools

• Focus on what is important and act!

• Institute the command and control you need to meet goals

DYNAMICS SL OVERVIEW EXEC MGMT DASHBOARDS

Real-time visibility into your data

Top 10 Customers

Year over year Sales and Margin


DYNAMICS SL OVERVIEW INCREASED VISIBILITY

Real-time visibility into your data

Labor statistics by Customer


DYNAMICS SL OVERVIEW WEB BASED TIMECARDS

Online Timesheets


DYNAMICS SL OVERVIEW PROJECT VISIBILITY

Online Project visibility – multiple levels…


DYNAMICS SL OVERVIEW PROJECT VISIBILITY


Commitments & Budgets


DYNAMICS SL OVERVIEW SELF SERVICE ACCESS


Self-service – Project profitability


DYNAMICS SL OVERVIEW ABILITY TO DRILL INTO THE DETAILS


Self-service – Drill into the supporting details


BRINGING IT ALL TOGETHER

Presenter

Presentation Notes

<click> Here is the Microsoft Dynamics SL HomePage. The module and screen list are security dependant and determined by role so you only see what you have access to. You can define a Favorites list, so you can limit the list to what you need the most. It’s easy to switch companies if you use multi-company. And, we’ve made it easy to switch between open applications using this list on the bottom. <click> Project Center – One Place for all information Using the business portal with Microsoft Dynamics SL, information can be made readily available to all team members in a format that supports their function. <click> Microsoft Profit Pane™ This view illustrates how project managers can continue to work in their tool of choice – Microsoft Project, while still getting information about budgets, costs, and revenues, synchronized from Microsoft Dynamics SL.

DEMO

MICROSOFT DYNAMICS…



Top 10 Benefits of Microsoft Dynamics

1. Increase revenue and profit potential with improved resource utilization

2. Rein in costs 3. Gain deeper visibility into your organization 4. Streamline billing cycles 5. Minimize revenue leakage 6. Optimize processes across the product / service life

cycle 7. Respond to change with agile efficiency 8. Gain competitive advantage 9. Connect data across your organization 10. Work and grow the way you want with a flexible,

consolidated platform


Together, We Build Business

WHAT’S NEXT?


Let’s get started…! • Schedule a follow-up meeting to review your

companies specific requirements.

• For more information – Visit www.microsoft.com/dynamics/SL – or www.microsoft.com/BusinessSolutions/

financialmanagement.mspx

Q & A


THANK YOU FOR ATTENDING & PLEASE COMPLETE THE EVALUATION FORMS! GLENN ANSTEAD [email protected] SETH ZARNY [email protected] JEREMY TARO [email protected]

mailto:[email protected]�



2013-03-14 professional services seminar

Documents

microsoft project

project management activities

project profitability

expectation project

rigor of project management

project portfolio analysis

project driven organizations

financial resource management