vpvi-26: streamline information management with …...tips & tricks journey to deltek pim...
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VPVI-26:Streamline InformationManagement with Deltek PIM and Vision/Vantagepoint
Ed Zanaty, Nick Nieder, Rob Baker, Deltek
Speakers
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Ed Zanaty
Product Director
Nick Nieder
Director, Product
Management
Rob Baker
Sr. Product
Specialist
What's the Purpose of Your ERP?
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What's the Purpose of Your ERP?
Typically a suite of integrated
applications—that an organization
can use to collect, store, manage, and interpret data from these
many business activities.
» General Ledger
» Time & Expense
» AP & Vendor Management
» Planning & Project Management
» Billing & Collections
» CRM & Proposals
» Purchasing & Asset Management
Scope of Vision and Vantagepoint
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Documents in Vision/Vantagepoint
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» TDM (Transactional Document Management)
Current Transactional Document Control» Info Center Attachments
» Expense Reports
» AP Transactions
» Billing
» Purchasing & Asset Management
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What Else Could Deltek Do To Support Your Firms Project Success
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Documents & Drawings
Design Management / Approvals
Mobile Accessibility
Collaboration
Compliance & Risk
Management
Information Management Challenges
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What Do We Mean By Unstructured Data
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“Unstructured data (or unstructured
information) refers to information that either does
not have a pre-defined data model or is not
organized in a pre-defined manner.”
“Merrill Lynch cited a rule of thumb that
somewhere around 80-90% of all potentially
usable business information may originate in
unstructured form.”
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UNPRODUCTIVE TIME
Too many emails
Inefficient email
archives
Knowledge silos
Communication barriers
Difficult to share files Unstructure
d network folders
Limited control of
current data
Struggle finding
documents
Increased risk in
litigation
What is Document Management?
Central system
Secure/ authorized
access
Version control + rollback
Check-in/check-out
Audit trail on edit/upload and
on read
Tagging/meta data
Text searching
A Different View on Document Management
Organize Unstructured
Data and InformationSearch for Information Control Project Documents
Drive Your Project
Information Sharing
Record Who Has Seen What
Project Information
Secure/Control Access to
Unstructured Information
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» Index over your current chaos
» Something that will cover the cracks
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What Document Management Isn’t
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Deltek PIM gets you organized by changing habits
through the implementation of software
Data Integration Design
ContactsContacts Employees
ProjectsProjects
Vendors Clients Organizations
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How Does PIM DMS Work?
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Projects
Employees
Organizations
Contacts
Vendors
“Design”
PUBLISH RETRIEVE16
Lee the Lead Architectural Designer
“I coordinate design activity and it’s really
important for me to have the right information at
hand to support the team, while making sure
that records are maintained.”
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PIM Integrated to Vantagepoint/Vision with Smart Publish
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How is a DMS Different than Windows Folders?Project Director
» Have a templates library to produce standard documents quickly
» Create an audit of who created documents and when
» Implement automatic version control
» Have a simple consistent folder structure so everyone knows where documents should be filed and found
» Have various ways of finding a document including by searching text content
» CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 20
PIM Integrated to Exchange / Outlook
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Gain Control of Your InboxProject Manager
» Capture emails easily by project to reduce my inbox and allow sharing
» Ensure my colleagues don’t forget to capture emails so I can keep track
» The system to help me include the right project contacts in emails
» Automatically tag emails using data
» Allow emails to be searched when in Outlook or when using the desktop
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Enterprise Information Management System
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» Central hub for document
management and file sharing
» Smart email management
» Eliminate silos of information
» Easily find critical documents
» Collaborate with entire team
» Accessed through Vantagepoint /
Vision / Ajera or web browser
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2
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6
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What does an organized business look like?» Repetitive processes modelled in software
» Documents + emails stored consistently + tagged
» Latest version of documents obvious
» One record of each contact / company
» Drawings created and transmitted consistently
» Corporate function documents structured
» Pervasive consistent company branding
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One Source of Truth
Deltek PIM
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CaptureCapture project emails, documents and drawings required
to deliver a project in one central location.
ProtectProtect your company with a robust quality control process and audit trail to mitigate risk and resolve disputes faster.
Organize and control project information and document revisions, making them searchable and saving you time.
Simplify project delivery processes by streamlining the way project documents such as RFIs are tracked.
Collaborate more efficiently by empowering internal and external teams to make and document decisions quickly.
Organize
Simplify
Collaborate
Drawing,
Model Management &
Approvals
Administration
Document
Management
Submittals
Email Management
Mobile Working
Custom Form
Builder
Subcontractor
Bid Management
Contract Management
Document
Transmittals
Cache Server
Manager
Revit & AutoCAD
Connectors
PIM Viewer
Mark Up
PIM Core & Add Ins
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Contacts
Projects
Organizations
Contacts Employees
Vendors Clients
Projects
Be More Organized• Easy to find documents
• Heightened professionalism to impress clients and employees
• Futureproofing the business with software that can scale with you as you grow
Reduce Risk• Audit trail of all documents and emails
• Version control ensures you are always working on the right document or drawing
• Risk of loss of data or loss of time low
Collaborate More• Truly integrated working with transparency
across all projects and teams
• Get the information you need, wherever you are
• Seamless working between office and site teams
Improve Efficiency• One place to access and share project
information
• Reduce data entry duplication across documents and spreadsheets
• A central repository for everything your business needs means a truly paperless office
One Place of Truth
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Can you live without PIM?
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» Silos of project data are detrimental to your success
» Keep drawings, correspondence, submittals and more
in one central location that all team members can
access
» No more inconsistent file structures or displaced files
» Ensure team members are working on most up-to-
date files
» Spend less time organizing and more time executing
projects
» Share large files easily
Solve Document Management andImprove Quality Assurance
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One Source of Truth
Deltek PIM
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CaptureCapture project emails, documents and drawings required
to deliver a project in one central location.
ProtectProtect your company with a robust quality control process and audit trail to mitigate risk and resolve disputes faster.
Organize and control project information and document revisions, making them searchable and saving you time.
Simplify project delivery processes by streamlining the way project documents such as RFIs are tracked.
Collaborate more efficiently by empowering internal and external teams to make and document decisions quickly.
Organize
Simplify
Collaborate
Q&A
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Deltek PIM at Insight 2019
COME LEARN MORE!
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What is Deltek PIM? The 21st Century Way
of Managing Information
Preparing for Growth with Deltek PIM: What’s the ROI
Empower Users to Get the Most Out of
Your Data, Regardless of Role
Modernizing Firm Communication with Deltek PIM
Roadmap for Deltek PIM:
The Future is Now
Integrating PIM into a Complete
Project Management Strategy
PIM-11
Tuesday 11:10 AM
PIM-04Tuesday 2:10 PM
PIM-10Tuesday 3:20 PM
PIM-02
Tuesday 4:30 PM
PIM-07
Wednesday 10:00 AM
PIM-01
Wednesday 11:10 AM
Design Process: Manage Your Project More Effectively with
Deltek PIM
How to Make Your Implementation
Great: A Customer Panel Discussion
Collaborate with Your Stakeholders at a New Level with Deltek PIM
and Deltek Collaboration
PIM Email Management: Tips & Tricks
Journey to Deltek PIM
Construction Administration:
Execute Your Project More Effectively with
Deltek PIM
PIM-06
Wednesday 2:10 PM
PIM-08
Wednesday 3:20 PM
PIM-09
Wednesday 4:30 PM
PIM-03
Thursday 8:30 AMPIM-12
Thursday 9:40 AMPIM-05
Thursday 10:50 AM
Customer Story
Project Process
Visit the UX Kiosk in the Expo Hall» Complete self-directed usability test sessions in a genius bar type setup
on topics the product teams are ideating on.
» Schedule a 1:1 Usability session that will take place in the Usability Lab.
» All the data gathered here helps drive product design decisions!
» PIM-09 Collaborate with Your Project Stakeholders at a New Level with Deltek PIM and Deltek Collaboration Wednesday at 4:30 in Sanibel 2-3
» Stop by the UX Kiosk in the Expo Hall to share your Insights with us!
» We are looking for usability participants who are heavy project document users to help us evaluate concepts for Deltek Collaboration. If your company is interested drop us a business card.