VPVI-71€¦ · VPVI-71 Going All In: A Real World Story About True Digital Transformation Markus...
Transcript of VPVI-71€¦ · VPVI-71 Going All In: A Real World Story About True Digital Transformation Markus...
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VPVI-71Going All In: A Real World Story About True Digital Transformation
Markus Weidner, PennoniBret Tushaus, Deltek
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Who Are We?» Markus Weidner, CIO – in search
of innovations to make Pennoni
and the industry better…
» Bret Tushaus, Product Manager –
focused on how technology
solutions can solve operational
pain points…Bret Tushaus
VP, Product Management
Markus Weidner
Chief Information Officer
© Deltek, Inc. All Rights Reserved. 2
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Why Are We Here?» Story of “Going All In”
» Vantagepoint the Obvious Choice
» Implementing Vantagepoint
» Lessons Learned
» Tools and Resources
» Key Takeaways
3© Deltek, Inc. All Rights Reserved.
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Who is Pennoni…
© Deltek, Inc. All Rights Reserved. 4
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Innovation and Smart Solutions for 50+ years
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Early to market with integrated service platform
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Data is king, including within internal operations
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Making Vantagepoint the Obvious Choice
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Prompting the Next Generation of Vision
9© Deltek, Inc. All Rights Reserved.
The value of an enterprise
system correlates directly with
extent to which it is used within
an organization…
Vision is that thing
that Accounting
makes me use.”Source Unknown, circa 2010
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Prompting the Next Generation of Vision
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Vision 1.0
September, 2002
Vision 5.0
June, 2008
Vision 6.0
June, 2009
Vision 7.6
July, 2016» Evolving the Mindset
» Evolving the Technology
» Reinventing the Interface
» Reimagining the Functionality
» Responding to Customer Base and Market
» Positioning Vision for the Future
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Vantagepoint (2019)The next generation of Vision,
now named Vantagepoint,
matures and expands.Deltek for Professional
Services (2017)Milestone moment as the next
generation of Vision is born and
the move to the browser interface,
entirely, is accelerated.
iAccess (2015)Expanding the browser
based interface to
include CRM, Time,
Expense and Approvals.
Navigator (2012)Project Navigator brings a
more accessible and intuitive
interface for project
managers.
Prompting the Next Generation of Vision
DPS
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Built on the Same Premise
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User Experience & Convenience
Streamline &
Reimagination
Customer
Feedback
Right Data,
Right Time
Project
Management
Key Tenets of Vantagepoint
New, modern browser-
based / agnostic
interface designed to
provide optimal and
accessible user
experience.
Deliberate look at
workflows and
functionality to explore
improvements and
opportunity to
streamline.
Evaluation of 16 years
of feedback from
Vision customer base;
incorporating that
feedback into
reimagination.
Providing the right
data at the right data
to drive inform
decision making at all
levels of an
organization.
Deliberate focus on
project manager
persona to ensure
ease of use, relevant
functionality and
accessible value.
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 13
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Joined Pennoni with a goal to transform the business for us and clients
Markus Weidner, Chief Innovator
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Thinking about future vision (back in 2017)
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Evaluate ALL of the alternatives
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Pennoni Criteria: Run Smarter
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» Simplicity and Continuity instead of complicated system architecture
» Adopt an Ecosystem
» Put Projects First; Give PMs better tools to do their jobs
» Adaptability and Fexibility were key
» But really.. This is about the “Digital Transformation” conversation
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Who are we as a firm? An existential question
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Marketing innovation in the form of Smart Solutions to clients
Yet internally, limping by with outdated technology
“Innovate or Die”
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We needed a great foundation…
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System Decision: Move ahead with Vantagepoint
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Implementing Vantagepoint at Pennoni
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Steering Committee / RFP Process
Interviews and previews
Final Selection
Kickoff and team formation
Data mapping, system design
Data conversion (THREE OF THEM!)
Training (LOTS OF IT)
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Human Resources
Accounting
ITProject
Management / Ops
Marketing
Business Development
CCG Elevia
9Dots
Deltek GCS
Form a great teamCONFIDENTIAL © Deltek, Inc. All Rights Reserved. 29
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Tools: Before During and After Conversion
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Define the Process
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Lead Conference/Tradeshow
Activity tracking
Follow up
Go
/No-G
o
Op
po
rtu
nity/P
urs
uit Hours & Fee estimate
Additional research
Proposal production
Clie
nt
De
cis
ion Shortlist/Interview
Project initiation or loss debrief
Pro
ject E
xe
cutio
n Time & Expense Entry
Management
Invoicing and Collections
Pro
ject C
loseo
ut Photography
Marketing Summary
Data backup
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System Implementation
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 32
Config
Data Mapping
Data Conversions
Application Training
Feedback
Configuration Refinement
Launch Readiness
Pre-launch checklist
Post go-live Support
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» Custom report font support (with
disclaimers)
» Go-live support
» Journal Entry TDM support
» User defined fields in Time and
Expense entry
» Other enhancements… expected
in 2.X and beyond
Pennoni and Deltek Partnership
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Lessons Learned
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Always let Pennoni go ahead of you
Wait till the product has a name?
Regular coordination and solid infrastructure
From an early point, leverage the support of Deltek, 3rd Parties, and key stakeholders in your organization
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Tools and Resources for Your Upgrade
Eco System
Deltek
Global
Consulting
CAP &
Readiness
Portal
Peer FirmsDeltek
University
Partners, resellers,
ISVs provide a rich
set of supplemental
resources
Deltek expertise
and experience can
help you upgrade,
implement and
extend
Leverage the vast
array resources
Deltek provides to
help you prepare and
execute
Some of the best
expertise comes from
your peer firms and
colleagues
Deltek’s internal
learning resources
can help you train the
trainer or train your
users directly
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 35
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Tools and Resources to Help You Prepare
» Vantagepoint user group space in
Deltek Collaboration
» Share lessons learned, ask questions,
share tips, etc.
» Interested? Contact Heidi Shelburg
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 36
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Key Takeaways
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» Make sure you have Bret’s cell# from the very beginning
» Plan ahead – it goes a long way
» Create a strong internal team
» Lock in good partners
» Reporting, processing, BI platforms remain unchanged
» Many things have changed.. For the better!
» Many names, one database; Vantagepoint is just a better version of Vision!
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Questions
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Thank [email protected]
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