Vantagepoint-VPVI-45 · 2019-11-12 · Example 1 –Notification Workflow on Milestone Date...
Transcript of Vantagepoint-VPVI-45 · 2019-11-12 · Example 1 –Notification Workflow on Milestone Date...
Vantagepoint-VPVI-45:How to Maximize ROI with Workflows
Stephanie Staats, Deltek
Introduction Stephanie Staats, Principal Functional Consultant
Previously Worked at a Structural Engineering
firm in WDC area
Led WDC User Group for 8 years
Vision, Vantagepoint, DPS
Agenda Key Takeaways
Tracking Marketing Spend
Vantagepoint’s Marketing Tools
How Can Workflow Help
Sample Marketing Workflows
Questions
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 3
Key TakeawaysAt the conclusion of this session, the hope is that
you will:
Have a better understanding of how Vantagepoint
can track marketing efforts.
Recognize features of the system that you may
not currently be utilizing.
Be able to visualize how automation of marketing
tasks can benefit your firm.
Where Should you Spend Your Marketing Dollars?
As your firm’s ERP, Vantagepoint should be the
one source of truth for your organization to
leverage in decision making.
By converging Opportunities and Projects into one
Hub, Deltek is giving clients the ability to view the
life cycle of a project like never before.
Where Should you Spend Your Marketing Dollars?
Where Should you Spend your Marketing Dollars?
Linked
Promotional
Projects
Win/Loss Rate
Reporting
General
Business Dev
Overhead
Projects
Time Analysis
Reporting
User Defined
Components,
such as tracking
Client Probability
Visibility into marketing expenditures are accessible throughout the
database including via:
Linked Promotional Projects»Promotional Projects are used to track time and expense on your
marketing pursuits.
Win/Loss Rate Reporting» Hit rate reporting was previously
only available in the
Opportunities Info Center.
» By viewing which clients or
project type your firm has the
best success with, you can
better decide where your
marketing dollars are best spent.
Vantagepoint’s Marketing Tools
Vantagepoint’s Marketing/Business Development Tools
Lead
Qualification
Activities Marketing
Campaigns
Dashboards Touch CRM
Is your firm leveraging the tools that Vantagepoint already has in place?
Lead Qualification»With Vantagepoint’s Lead Qualification functionality, you can track the
status of newly identified contacts:
**CRM Plus Required
» Vantagepoint comes with a
library of standard Dashparts,
including many with a CRM
focus.
» Creating Dashboards to focus
attention on marketing efforts
that are in progress is key.
Dashboards
Win/Loss Rate Dashboards» Vantagepoint allows user to
have multiple dashboards.
» Dashparts can be a graphic
representation of items that
were previously only available
via a report.
»What are Marketing Campaigns used for?
»Have you ever thought about using campaigns
to track your firm’s annual marketing
initiatives?
Marketing Campaigns
Marketing Campaigns
Marketing Campaigns»Benefits
» Linked Promotional Project displays true cost of
the effort, along side a budget that you have set
»Overall results of the effort available at a glance
Utilization of Workflows to Extend Visibility
Utilization of Workflows»Using Workflows can Automate many Marketing Tasks and Extend
Visibility
»Example 1 – Pursuit Reminders
»Example 2 – Master Service Agreement Hub
»Example 3 – Go/No-Go Analysis
Example 1Pursuit Reminders
Example 1– Pursuit Reminders
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»As a marketing effort moves through the
organization, it is important that staff is reminded
about their responsibilities.
Example 1– Pursuit Reminders»Benefits
»Keep Pursuits from Going Stale with Reminder Notifications
»Send to Different Team Members at Different Times
»Scheduled Workflows
»Based on Milestone Dates
»Based on Last Modification Date
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Example 1 – Notification vs. Email»Notifications in Notification
Center
»Must be in Vantagepoint to see
»Emails
»Staff receive even if
Vantagepoint is not open
Example 1 – Notification Workflow on Milestone Date»Scheduled Workflow on
Milestones table
»Event Conditions: Stage not
equals (specify stages when
alerts should not go)
» e.g., only send when still in
pursuit
Example 1 – Notification Workflow on Milestone Date» Scheduled Workflow on Milestones
Grid
» Action: Notification Center Alert
» Recipient Options
» Employee Fields on record
» Users and Roles, too
Example 1 – Notification Workflow on Milestone Date»Message is the text you want the
user to see in the notification.
»You can include fields from the
record.
»Quick alert and link to record,
use the Display Subject as
Application Link.
Example 1 – Notification Workflow on Milestone Date» Action Conditions:
» Milestone Code equals milestone
being used as trigger for alert
» Milestone End Date
» Days Ago
» Weeks Ago
» Month Ago
» Stage equals stage when okay for
notification to occur
Example 1 – Email Reminder Workflow on Modification Date» Scheduled Workflow on
Milestones table
» Action: Email Alert
» Recipient Options same as
Notifications
» Employee Fields on record
» Users and Roles, too
Example 1 – Email Reminder Workflow on Modification Date» Message is the text you want the user to
see in the email.
» You can include fields from the record.
» Modification Date
» Modification User
» You can also include a direct link to the
record.
Example 1 – Email Reminder Workflow on Modification Date» Action Conditions:
» Modification Date (PR.ModDate)
» Days Ago
» Weeks Ago
» Month Ago
Example 1 – Schedule the Reminders
» Scheduling Workflows Ensures Consistency
» Note that in order to schedule workflows, at least one process server should be
installed and enabled
Example 1 – Pursuit Reminders
Example 1 - Conclusion»Using workflow to remind staff of pursuit activities eliminates the manual
effort that this task generally requires.
»Ensures consistency throughout your organization.
Example 2User Defined Hub – Master Service Agreements
»Creating a User Defined Hub to track Master
Service Agreements or high level contracts is a
great way to track the value of pursuing these
types of contracts.
» In the Projects Hub, it can act as a 4th level of
WBS in reporting
Example 2 – Master Service Agreement UDH
Example 2 – Master Service Agreement UDH»Benefits
»Consistency in Tracking Assigned Task Orders
»Easy Sorting and Grouping
»Clean Visibility into Overall Status
»View overall agreement at a
Glance
Example 2 – Master Service Agreement UDH
Example 2 – Master Service Agreement UDH» Link to MSA via the Project Hub
Example 2 – Master Service Agreement UDH»Utilize Workflow to Populate Grid in MSA Hub
Example 2 – Master Service Agreement UDH»Utilize Workflow to Populate Grid in MSA Hub
Example 2 – Master Service Agreement UDH»Utilize Workflow to Populate Grid in MSA Hub
Example 2 – Master Service Agreement UDH - Conclusion»Configuring your database to house information on MSA’s is easy!
»Solidifies Vantagepoint as your one source of truth.
»Eliminates need to keep external spreadsheets.
Example 3Go/No-Go Decision Making
»Before putting effort into marketing pursuits, it is
smart to analyze the expected outcome.
»Vantagepoint can help!
Example 3 – Go/No-Go Decision Making
»A User Defined Tab can be
configured to detail the
questions that should be
asked before pursuing an
opportunity.
Example 3 – Go/No-Go Decision Making
Example 3 – Go/No-Go Decision Making»Answers to particular question can be assigned a score within workflow.
Example 3 – Go/No-Go Decision Making» In Design Mode, “score” fields hidden from all roles:
Example 3 – Go/No-Go Decision Making»Workflow to calculate individual scores:
Example 3 – Go/No-Go Decision Making»Workflow to calculate individual scores:
Example 3 – Go/No-Go Decision Making»Continue to build workflow to populate all score fields based on user
selections.
Example 3 – Go/No-Go Decision Making»Calculate the overall score.
Example 3 – Go/No-Go Decision Making
Example 3 – Go/No-Go Decision Making»Attach workflow to a button within the Project Hub:
Example 3 – Go/No-Go Decision Making»Use Tool Tips to help your team:
Example 3 – Go/No-Go Decision Making»When a tool tip is attached:
Example 3 – Go/No-Go Decision Making - Conclusion»Bringing your firm’s go/no-go decision making into the database creates
standards and give visibility to all members of your team.
Questions?
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across all Deltek software
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