VPVI-61...Windows Azure Active Directory (WAAD) configuration 39 IMPLEMENT BEST PRACTICES Yearly...

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VPVI-61: Flight Plan 101: Navigating Your Journey to the Cloud Jeff Eakin, A. Morton Thomas and Associates, Inc. (AMT)

Transcript of VPVI-61...Windows Azure Active Directory (WAAD) configuration 39 IMPLEMENT BEST PRACTICES Yearly...

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VPVI-61:Flight Plan 101: Navigating Your Journey to the Cloud

Jeff Eakin, A. Morton Thomas and Associates, Inc. (AMT)

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LEARNING OBJECTIVES

In this session, you will learn about AMT’s journey to the

cloud. You can look forward to learning how to:

Prepare for your move to the cloud

Implement best practices for successful transition

Incorporate Tips and Tricks for customization

Drive firmwide use through innovation

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INTRODUCTION

Jeff EakinManager of Business Intelligence

Bachelor of Science in Marketing from West Virginia Wesleyan College

3 years with AMT

10+ years working with Deltek Vision

I LOVE DATA! 3

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INTRODUCTION

AMT is a full-service engineering

company

We’ve been in business for over 60

years

100% employee-owned

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“Teaming Our Talents for Your Success”

Check us out at: www.amtengineering.com

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AMT LOCATIONS

20 offices

500+ employees

Located across the

Mid-Atlantic and

Southeast regions

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AMT SERVICES

Services Supported

Civil Engineering

Construction Management

and Inspection

Surveying/GIS and Subsurface

Utility

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Environmental

Landscape Architecture

Utilities/Facilities

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AMT STORY

Process Server

Email Alerts

Backups

Test Environment

Folders

Scheduled and User Initiated Workflow’s

Cumulative Update’s

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PREPARE FOR YOUR MOVE TO THE CLOUD

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PREPARING

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PREPARING

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Flight Plan

Who’s the pilot?

Who are the co-pilots?

Who are the key passengers?

Have a check list!

Prepare for take off and enjoy

the ride!

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PREPARING

Assessment Phase

Evaluated our current infrastructure

Put together a cost analysis

Weighed the Pros and Cons

Decision Phase

Presented our options to ownership

Timing was right and price was right

Move to the Cloud!

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PREPARING

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PREPARING

Current Infrastructure

Expensive

Dated Hardware

Maintenance was time consuming

Security was always on our minds

Cloud

Cost effective

Zero maintenance

Enhanced security13

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PREPARING

Cost Analysis

Move to Cloud vs

Continuing On Prem

Cloud would save us

money

IT Resources could spend

time on more strategic

initiatives

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PREPARING

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PREPARING

Pros of moving to the Cloud

No More:

Maintaining hardware

Monitoring

Security

Burden of scheduling upgrades and maintenance16

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PREPARING

Pros of moving to the Cloud

Now we can:

Use our time, money and resources

where we need them the most

Be more strategic and spend less time on

upgrades/hardware costs

Have top notch security and disaster

recovery in place

Improved efficiency and productivity 17

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PREPARING

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PREPARING

Take a Look!

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PREPARING

Misconceptions vs The Truth

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MISCONCEPTIONS

Customizations are Not Allowed or Supported

User Defined Components are fully supported in the cloud

Same code same interface

Custom reports are supported – same SQL reporting engine – upload rdl files

Stored Procedures – SQL scripts can be run against your database

Data is Not Allowed to be Directly Accessed

Accessing data – leverage APIs

Cloud supports ODBC – Read/Write access (Enterprise Cloud only otherwise Read access)

PowerBI/Tableau through ODBC connection

Data is Not as Secure in the Cloud

Security – Deltek leverages AWS multi-billion dollar cloud infrastructure

More secure than most OnPrem environments

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MISCONCEPTIONS

Not as Performant as On-Premises Instance

Regular maintenance windows – fine tuning optimization

99.98% up time since inception

Functionality is Different

Same code base same backend as OnPrem deployments

Same integrations, product features and partner tools are supported

Migration Takes a Long Time

Migration is simple

Sandboxes Not Supported

Sandbox provided

Preview environments

Test and Development environments

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PREPARING

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Questions to ask yourself and your firm:

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IMPLEMENT BEST PRACTICES FOR

SUCCESSFUL TRANSITION

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IMPLEMENT BEST PRACTICES

Create an Action Plan

Test

Go Live!

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IMPLEMENT BEST PRACTICES

Cloud Conversion Plan

Met regularly with the

Cloud team

Set up and hit key

milestones

Configuration and Testing

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IMPLEMENT BEST PRACTICES

AMT's Go Live Plan:

Hit the key dates

Moved over the weekend

Seamless transition27

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IMPLEMENT BEST PRACTICES

Read the Deltek Vision SaaS Administrator Guide!

This guide provides you with all the information you need

to make your move to the cloud successful

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IMPLEMENT BEST PRACTICES

Communication from the Deltek Cloud team is awesome!

From the welcome emails, to the service requests, regular

maintenance, monthly meetings, etc.

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Maintenance

Windows

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IMPLEMENT BEST PRACTICES

Deltek File

Transfer Tool

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IMPLEMENT BEST PRACTICES

Deltek

Webservices and

APIs

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IMPLEMENT BEST PRACTICES

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Deltek Customer Care

Submit a Case

Cloud Solutions

Initiate a Chat

Knowledgebase searches

Other Resources

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IMPLEMENT BEST PRACTICES

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Deltek Support Center

Utilize the cloud widgets for

all your service requests

Report a service disruption

Guides and Resources

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IMPLEMENT BEST PRACTICES

Deltek Collaboration

Formerly Deltek Kona

Spaces, File Management,

Conversations and Task

Management

Great place to collaborate

Follow and contribute to

conversations on topics

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IMPLEMENT BEST PRACTICES

ODBC Setup

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IMPLEMENT BEST PRACTICES

SSO Setup

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IMPLEMENT BEST PRACTICES

Deltek Touch Apps

Enable SSO for touch apps and iAccess

Deltek will provide the URL’s for

Windows Azure Active Directory

(WAAD) configuration

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IMPLEMENT BEST PRACTICES

Yearly Disaster Recovery Test

Required to perform for SOC auditing

Test was set up like a maintenance and we blocked off 8 hours of down time for system

The purpose was to simulate the loss of a region by safely powering down all systems in the AWS US East region

AMT’s DR location is US West where we always have a running SQL server that production database is replicated

Once powered down Deltek began deploying AWS snapshots of production web application and report server in the US West region

There was a checklist of configuration items that were run through and a standup of our production instance in the US West region

With successful testing and screen shots taken for their audit we reverted back to US East

The test was used as proof that they can successfully stand up production environment in another AWS region in case of extended service disruption, and allows them to troubleshoot any technical issues discovered running through the process

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INCORPORATE TIPS AND TRICKS

FOR CUSTOMIZATION

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TIPS AND TRICKS

A few hurdles that we faced moving to the

cloud:

SQL dbmail isn’t supported in the Deltek Vision

Enterprise offering

Folder creation on our network was an obstacle

Direct gateway access to PowerBI not allowed

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TIPS AND TRICKS

Solutions created in

collaboration with:

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TIPS AND TRICKS

Had to re-imagine how we do things

SQL dbmail isn’t supported in the Deltek Vision Enterprise offering

Re-wrote the code and utilized Deltek Vision’s scheduled workflow capabilities

Folder creation on our network was an obstacle

Using Deltek’s API and a custom webservice we were able to re-invent our old process

Direct gateway access to PowerBI not allowed

Utilized an ODBC connection to PowerBI to continue to harness the power of its

visualizations with our data44

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TIPS AND TRICKS

Deltek scheduled workflows vs dbmail and dbsend

Created a UDIC to store the message and recipients

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* Added workflow

buttons for testing

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TIPS AND TRICKS

Updated our stored

procedures to populate the

scheduled workflows

One workflow to trigger the

stored procedure to run

One workflow to send the

emails

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* Stored procedure scheduled

to run first then the emails

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TIPS AND TRICKS

Our stored procedure sets the

EventID that we use to create

the Actions and Emails in the

scheduled workflows

Clears out any emails that

already existed and populates

with the new ones

Populates first line and last row

formatting for Deltek Vision

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TIPS AND TRICKS

Set who will be

receiving the emails

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Add the workflow

actions and action

emails to EventID

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TIPS AND TRICKS

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Old code New code

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TIPS AND TRICKS

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Nothing Changed

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TIPS AND TRICKS

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Nothing Changed

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TIPS AND TRICKS

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Old code

New code

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TIPS AND TRICKS

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New code

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TIPS AND TRICKS

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Old Way

We utilized

SQL Server

Agent Jobs to

execute the

stored

procedures that

we were using

to send dbmail

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TIPS AND TRICKS

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New Way – Utilizing Scheduled Workflows

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TIPS AND TRICKS

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New Way – Utilizing Scheduled Workflows

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TIPS AND TRICKS

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Automating folder creation – Old Way vs New Way

Using Deltek’s API and a custom webservice we were able to re-invent our old process

Our need was to automate folder creation on our local network after new projects are created in Deltek

We developed a Microsoft.NET console application to connect to the cloud via Deltek’s API

It seeks projects whose folders need created or renamed

Once found it calls our PowerShell script to create any folders needed and email our IT team when problems are encountered

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TIPS AND TRICKS

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Old Way

We were using a user-initiated

workflow in Deltek to kick off our old

stored procedure

Stored procedure created the folders

on our network by executing a

PowerShell command

PowerShell command would copy our

folder structure and place it on the

right network drive based on the PM’s

location

Once folders were created the link was

generated on the Links tab in Vision

A new folder structure was created

when a Promotional project was added

When the Regular project was set up

from the promotional it would rename

the folder structure and re-link it on the

Links tab

Stored procedure would remove certain

special characters and email IT an error

message if no folder structure was

created

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TIPS AND TRICKS

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Old Way – Utilized

User Initiated

Workflows to kick off

our old stored

procedure

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TIPS AND TRICKS

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New Way – Utilizing Scheduled Workflows

to kick off the Web Service

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TIPS AND TRICKS

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New Way

Checkbox in the Projects Info Center

to check when folder structure is

needed

Once structure is created and linked on

the links tab checkbox is unchecked

Scheduled workflow is looking for

projects where box is checked to run

the process

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TIPS AND TRICKS

Power BI – Old Way vs New Way

Old Way

We utilized Microsoft On-premises data gateway which gave us the ability to:

Import data and set up scheduled refresh

DirectQuery support

Support for a live connection to Analysis Services

New Way

Utilize an ODBC connection between Deltek cloud and PowerBI to continue to

harness the power of its visualizations with our data62

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TIPS AND TRICKS

ODBC Connection Setup

From PowerBI click Get

Data

Search for ODBC

Make sure you set up your

data source (Deltek cloud

database)

Connect to all the Deltek

Vision tables

Create visualizations by

combining data from any

info center!63

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TIPS AND TRICKS

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Power BI:

Bringing our data to life!

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TIPS AND TRICKS

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Credit Card

Reporting

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TIPS AND TRICKS

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Utilization

Reporting

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TIPS AND TRICKS

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Revenue Capacity Reporting

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TIPS AND TRICKS

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Inspection Mileage Reporting

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TIPS AND TRICKS

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Inspection Classification Reporting

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DRIVE FIRMWIDE USE THROUGH INNOVATION

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FIRMWIDE USE

Case Study

Civil Engineering company drives innovation and increases adoption with a move to

Deltek Cloud

For more than 60 years, A. Morton Thomas and Associates, Inc. (AMT) has provided civil

engineering, surveying, environmental, landscape architecture and construction engineering

inspection services across the Mid-Atlantic and Southern regions. With 20 offices in seven

states and more than 500 employees, AMT needed a proactive solution to address aging

hardware and extensive time needed to maintain the robust infrastructure to support their

Deltek solution. By moving to the Deltek Cloud, AMT has seen a spike in user adoption and

innovation within their Deltek solution. And, in conjunction with their internal “Take a Look”

campaign, AMT is taking their business analysis tools and resource planning to the next level

with Deltek. 71

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FIRMWIDE USE

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Challenges

AMT had aging hardware that was

impacting the performance of their

Deltek solution

20 locations were relying on the

company’s IT infrastructure to keep

their Deltek solution running

effectively

IT staff were spending too much

time dealing with security risks,

back-ups, storage capacity, etc.

Employees were only leveraging

Deltek for timesheets, missing out

on much of the core functionality of

the system.

Solution

The Deltek Cloud team handles

upgrades, patches and infrastructure

requirements so AMT experts can

develop innovative solutions to

business challenges

AMT can develop code to expand

functionality with Deltek processes

up front, resulting in fewer changes

and a better user experience

Clear upgrade communications

keep teams informed and reduce

user frustration

Benefits

The Deltek Cloud environment is

10 times faster than AMT’s on-

premises environment, delivering a

better overall experience for every

user

Reports are now available

instantaneously for all users,

putting the right information in

their hands

The IT experts at AMT are solely

focused on driving change within

the Deltek solution, increasing

visibility and improving user

adoption

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FIRMWIDE USE

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FIRMWIDE USE

All data flows

through Deltek!

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FIRMWIDE USE

DLZ included

with the cloud!

Helps train

new hires

Expanded

knowledge for

employees

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FIRMWIDE USE

“Take a Look” email campaign

Utilizing Constant Contact for metrics

Sent to PM’s and above or entire firm

depending on topic

Generating great conversation and

collaboration

New content each Monday

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PREPARE FOR TAKEOFF!

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CONTACT INFO

Contact Info:

Jeff Eakin

[email protected]

(301) 881-2545 78

mailto:[email protected]
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QUESTIONS?

Questions?

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Waad Badran-Architectural portfolio

Waad Badran-Architectural portfolio

VPVI:86 - Microsoft...VPVI:86 VISION BILLING TIPS & TRICKS Janelle Leroux, Simpson Gumpertz & Heger 2 Agenda •Introduction •Retainer and Retainage •Invoice Format Tips •Billing

VPVI:86 - Microsoft...VPVI:86 VISION BILLING TIPS & TRICKS Janelle Leroux, Simpson Gumpertz & Heger 2 Agenda •Introduction •Retainer and Retainage •Invoice Format Tips •Billing

VPVI-17...VPVI-17: The Project Manager’s Guide to the Importance of Project Accounting: and how to speak the same language Amanda De Jong, Deltek Irene Dragoo, Deltek Amanda de Jong,

VPVI-17...VPVI-17: The Project Manager’s Guide to the Importance of Project Accounting: and how to speak the same language Amanda De Jong, Deltek Irene Dragoo, Deltek Amanda de Jong,

WAAD conference paper - AgEcon Searchageconsearch.umn.edu/bitstream/51554/2/WAAD conference paper.pdf · 2 Socio-Economic Determinants of the Performance of Informal Women’s Cooperative

WAAD conference paper - AgEcon Searchageconsearch.umn.edu/bitstream/51554/2/WAAD conference paper.pdf · 2 Socio-Economic Determinants of the Performance of Informal Women’s Cooperative

GoHaskell! Mobile Application Contextual Inquiry and Analysis · Contextual Analysis Data Collection Protocols WAAD Development Process Final WAAD Data Analysis Competitive Analysis

GoHaskell! Mobile Application Contextual Inquiry and Analysis · Contextual Analysis Data Collection Protocols WAAD Development Process Final WAAD Data Analysis Competitive Analysis

VPVI-94 · Ellen Keeley Director, Product Management •Ajera & Vantagepoint products •Vantagepoint focus is on Dashboards and Vantagepoint Intelligence •27 years in the A/E software

VPVI-94 · Ellen Keeley Director, Product Management •Ajera & Vantagepoint products •Vantagepoint focus is on Dashboards and Vantagepoint Intelligence •27 years in the A/E software

By: Waad Abdulrahman and Victoria Flippen. According to the article Hartford’s Transformation in Comparative and Global Perspectives by Nick Bacon and.

By: Waad Abdulrahman and Victoria Flippen. According to the article Hartford’s Transformation in Comparative and Global Perspectives by Nick Bacon and.

VPVI-65 · For more information, please email Full Sail Partners’ Marketing Communications ... 1 all-day content development session ... • Incorporated into PM boot camp • Instructional

VPVI-65 · For more information, please email Full Sail Partners’ Marketing Communications ... 1 all-day content development session ... • Incorporated into PM boot camp • Instructional

VPVI-18 · Project Metrics/Key Performance Indicators (KPIs) Vantagepoint 2.x Dashboards Actionable Dashparts Agenda Vantagepoint 2.x Dashpart Library Dashboard / Dashpart Examples

VPVI-18 · Project Metrics/Key Performance Indicators (KPIs) Vantagepoint 2.x Dashboards Actionable Dashparts Agenda Vantagepoint 2.x Dashpart Library Dashboard / Dashpart Examples

Waad Subber , Sayan Ghosh, Piyush Pandita, Yiming Zhang ...

Waad Subber , Sayan Ghosh, Piyush Pandita, Yiming Zhang ...

Presentación Coporativa Abengoa...Abengoa Figures 2019 Sales 1,493 M€ EBITDA 300 M€ Employees 14,025 Main projects under execution Waad Al Shamal (Saudi Arabia) Salalah (Oman)

Presentación Coporativa Abengoa...Abengoa Figures 2019 Sales 1,493 M€ EBITDA 300 M€ Employees 14,025 Main projects under execution Waad Al Shamal (Saudi Arabia) Salalah (Oman)

VPVI-54€¦ · JOURNEY OF DPS 1.0 November 2016 •Deltek Insight April 2017 •Organizations April 2017 •Deltek Cloud Migration May ... •Client Assistance Program September

VPVI-54€¦ · JOURNEY OF DPS 1.0 November 2016 •Deltek Insight April 2017 •Organizations April 2017 •Deltek Cloud Migration May ... •Client Assistance Program September

VPVI-39 - Microsoft...VPVI-39: Building a Customization Palace on Vision’s Foundation Ward Slager, Technical Associates WARD SLAGER MSME, MDIV, OSHA30 visionsupport@technicalassociates.com

VPVI-39 - Microsoft...VPVI-39: Building a Customization Palace on Vision’s Foundation Ward Slager, Technical Associates WARD SLAGER MSME, MDIV, OSHA30 [email protected]

VPVI - vaillant.be4 Operation 4 Operatinginstructions VPVI0020273404_01 3.3.3 Control elements and connections to the underside of the product 2 1 1 Ethernetport(RJ45) 2 Directcurrentload

VPVI - vaillant.be4 Operation 4 Operatinginstructions VPVI0020273404_01 3.3.3 Control elements and connections to the underside of the product 2 1 1 Ethernetport(RJ45) 2 Directcurrentload

VPVI-123 - Microsoft€¦ · VPVI-123: PCI Compliance & Payment Acceptance Technology Ryan Beck, ClientPay •What is PCI? •Why is PCI compliance important? •How do you accept

VPVI-123 - Microsoft€¦ · VPVI-123: PCI Compliance & Payment Acceptance Technology Ryan Beck, ClientPay •What is PCI? •Why is PCI compliance important? •How do you accept

VPVI-26: Streamline Information Management with …...Tips & Tricks Journey to Deltek PIM Construction Administration: Execute Your Project More Effectively with Deltek PIM PIM -06

VPVI-26: Streamline Information Management with …...Tips & Tricks Journey to Deltek PIM Construction Administration: Execute Your Project More Effectively with Deltek PIM PIM -06

Waad El Barwari

Waad El Barwari

Web SignOn With WAAD - PHP Sample

Web SignOn With WAAD - PHP Sample