deltek insight 2012: gcs premier to costpoint 7 conversion: what to expect
DESCRIPTION
Is your business changing in strategy or complexity? Is your company going through growth that is presenting new challenges? Costpoint 7 may be the answer. This session provides an overview of the conversion process to Costpoint 7. What to expect and responsibilities will be outlined. Conversion experts will have advice on pre-conversion cleanup activities and a GCS Premier maintenance plan. Not sure it’s the right time to convert? We'll provide some guidelines about when a company should consider upgrading. Beginner Level.TRANSCRIPT
![Page 1: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/1.jpg)
GCS Premier to Costpoint 7 Conversion: What to Expect
Mark Reese, Corporate VP Special Programs, EWAJessica Ritenour, Principal Consultant, DeltekInsight Session GC-148
![Page 2: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/2.jpg)
Agenda
Introduction/Key TakeawaysEWA Corporate BackgroundInternal preparationsDiscovery/Preparation for data conversionData conversionTeam-building Wrap-upQuestions & Answers
2 ©2012 Deltek, Inc. All Rights Reserved
![Page 3: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/3.jpg)
Key Takeaways
An understanding of what the conversion process is all aboutAbility to identify the key company participants needed for a successful conversionRecognition of differences between GCS and CostpointUnderstanding that Costpoint training is required for a successful conversionThe ability to begin development of a time-line for the conversion
3 ©2011 Deltek, Inc. All Rights Reserved
![Page 4: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/4.jpg)
EWA Background and Preparations
Mark Reese, Corporate Vice President, Director Special Programs
Electronic Warfare Associates, Inc.
4
![Page 5: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/5.jpg)
Background
5 ©2011 Deltek, Inc. All Rights Reserved
EWA Incorporated Headquarters & wholly owned subsidiaries Each company on their own A&F system (5 with GCS Premier) No automated corporate roll-up capability “Process-light” CEO support – 110%
. . . enabling a more secure future
![Page 6: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/6.jpg)
Preparations
6 ©2011 Deltek, Inc. All Rights Reserved
Charge from the CEO was to develop an ERP solution that encompassed all business process areas.
Interviewed all stakeholders, from internal users to external customers. In essence, began the change management process here Gathered requirements
Compiled all requirements into an RFP, and reviewed proposals Kept all employees informed of the selection process via emails and
newsletters Key stakeholders were given additional updates
![Page 7: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/7.jpg)
Decision
7 ©2011 Deltek, Inc. All Rights Reserved
Upon selection of Deltek- Began overview training 1 month prior to formal kickoff Selected functional area leads Developed a core team and extended team Briefed company presidents on schedule and resources Briefed core and extended team on schedule and resources at a
formal kickoff meeting. Set a schedule to coordinate day-to-day activities with a weekly core
team meeting
And then the fun began….
![Page 8: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/8.jpg)
GCS to CP7 Conversions
Jessica Ritenour, Principal Consultant, Deltek
8
![Page 9: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/9.jpg)
When to convert to Costpoint
•How do you know the time is right?
• Performance impacted by large data size
• More functions are moved outside of system
• Billing formulas needed are not in system
• Not necessarily employee count
• Not always a time consideration
9 ©2011 Deltek, Inc. All Rights Reserved
![Page 10: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/10.jpg)
Critical Success Factors
Dedication to accurate and complete mappingsEffective decision making processTimely feedbackOrganized, effective testingPlanned, automated, predictable,repeatable processesUnderstanding New Functionality
10 ©2011 Deltek, Inc. All Rights Reserved
![Page 11: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/11.jpg)
Conversion Basics
Migration of GCS data to a Costpoint 7 database: Driven by functional requirements of Costpoint and other application design
(e.g., Budgeting and Planning Tool)
Requires a basic understanding of the functionality of Costpoint in concert with any additional applications
Multi-step process involving mapping of data, several test conversions and reconciliations after each conversion
Requires both functional and integrated testing
Supported by analysis of GCS data, volume and quality
Influenced by timing in relation to fiscal and calendar year
11 ©2011 Deltek, Inc. All Rights Reserved
![Page 12: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/12.jpg)
Understanding Costpoint is Key to a Successful Conversion
Not an intuitive leapCostpoint is not simply a GCS upgrade, it is a totally different programSome basic Costpoint classes should be attended prior to beginning the conversion process:
Foundations and Navigation Projects Pools
12 ©2011 Deltek, Inc. All Rights Reserved
![Page 13: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/13.jpg)
Planning for the Conversion
•Develop plan for Staff Training Classes
•Identify Team members and responsibilities: Mappings Reconciliations Testing Design Document
•Schedule test conversions and go-live conversion: Reconciliation after each conversion Testing after each conversion
13 ©2011 Deltek, Inc. All Rights Reserved
![Page 14: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/14.jpg)
14 ©2012 Deltek, Inc. All Rights Reserved
Comparison of Major Aspects of GCS versus Costpoint.
GCS Premier
Non-Project Accounts
Direct Project Accounts
Suffixes/Trans Codes
Division/Department
Overhead/G&A Accounts
Costpoint 7
Non-Project Accounts
Projects
Project Accounts
Organizations
O/H, G&A Accounts and projects (TPAD)
![Page 15: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/15.jpg)
Things to Start Thinking About
15 ©2011 Deltek, Inc. All Rights Reserved
What Historical Data is needed, if any Current Year Data / Open Projects Open PO, AP and AR items Deletions or Purged Information Unusual Fiscal Years in GCS
What are you looking to improve by converting to Costpoint?
![Page 16: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/16.jpg)
Cleanup Considerations
•Things to Clean up now Purchase Orders Contract Master Data Vendors / Addresses Deleted Accounts Any outstanding to do items
16 ©2011 Deltek, Inc. All Rights Reserved
![Page 17: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/17.jpg)
Wrap-Up
•An understanding of what the conversion process is all about
•Ability to identify the key company participants needed for a successful conversion
•Recognition of differences between GCS and Costpoint
•Understanding that Costpoint training is required for a successful conversion
•The ability to begin development of a time-line for the conversion
•Knowing Costpoint is a different program than GCS
•Understanding the functionality of Costpoint is key
•Staff involvement is critical
17 ©2011 Deltek, Inc. All Rights Reserved
![Page 18: Deltek Insight 2012: GCS Premier to Costpoint 7 Conversion: What to Expect](https://reader035.vdocument.in/reader035/viewer/2022062406/558bd514d8b42aaf158b45a7/html5/thumbnails/18.jpg)
18
Questions
©2011 Deltek, Inc. All Rights Reserved
www.twitter.com/deltek
www.facebook.com/deltekinc
www.linkedin.com/company/163414
www.youtube.com/user/deltekinc