5 Avandel Appexchange
apps
> 500Custom Force.com application built
> 10000Salesforce users served
> 15 PDOAppexchange apps built for others
> 200Many years of total project
experience
> 40Certified Developers
> 100Salesforce Customers
> 10Countries served
> 50Employees
We are a team of innovators, consultants and Salesforce certified
developers who build solutions in and around the cloud.
www.avandel.com15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
AGENDA
Built For Project PeopleBy Project People
Who built it? About Mehmet ErgunWhat Does It Cover?Problems SolvedWho Is It For?Feature Highlights
● Capture and Proposal Wins● Earned Value Management● Agile Methodology● Waterfall Methodology● Hybrid Methodology● Work Breakdown Structures● RFP Issue and Response Management● Time Management
About Mehmet Ergun Project Life Cycle Covered
★ Capture and Proposal Winning Expert★ 20+ Years of IT Project Experience★ 1000+ Client Delivery Projects★ Many lessons learned★ Range – Fortune 100, US Gov, Startups★ Global Team Collaboration > 10 years★ Salesforce Expert “Since The Beginning” 2000
www.avandel.com15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
● Proposal Management !!! End the PPT and Word Doc Nightmare.
● Work Breakdown Structures. (The impossible to maintain tree like requirement and task breakdowns).
● Full Story Package and Issue Life Cycle● Continue to Use Spreadsheets with
Google!● Keep time tracked against the
requirements!
PROBLEMS IN PROJECT FIRMS
● Separate systems for proposals, work break down structures, story boarding, project management, time keeping, expenses, communication status reporting, document management ! What kind of IT is that?
● SOWs don’t translate well into real world PM
● Change Orders, Issue Tracking not integrated
● NO ONE measures time and expenses on Project level tasks! Impossible to manage right.
● Waste of Time on project status reporting
Some Feature Differentiators ++
www.avandel.com15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
PROBLEMS IN PROJECT FIRMS
www.avandel.com
★ All in ONE! Does everything you need in Project World and Professional Services Automation
★ Its built 100% on Salesforce! Comes with all that power of workflows and chatter.
★ Permanently put an end to project proposal, tracking, collaboration, delivery headaches.
★ Don’t change the way you work, just enhance it, and solve all your problems.
WHY EarnTHIS?
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
WHY EARNED VALUE METRICS?
www.avandel.com
★ Measures not just work budgeted, but also work planned, and, work done.
★ Disciplined but flexible and insightful
★ You don’t have to be the DOD to use it
★ Every project team, even agile teams, have project status and metrics reporting needs
★ Don’t reinvent the wheel, this stuff is proven
★ If you don’t like it, use other metrics – EVM is the Cadillac so Earn This can also report any way
Earn Value Chart
EV = Earned ValueAC = Actual Cost
CPI = EV / ACSPI = EV / PV
PV = Planned Value
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
SECTORS AND USE CASES
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Life Cycle Of a Project● IT Teams of All Types (Software, Systems,
Custom Dev, Internal IT, etc.)
● Government Contractors (Real ProposalManagement the Way the US Gov Wants)
● US Gov. State and Local Departments (EVM!)
● Tender Build, Release, Vendor Evaluations
● Professional Services Automation
Propose
Deliver
Manage
Collaborate Allocate
Contract
Initiate
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
PROPOSE
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● Put together proposals from proposal template sections!
● Turn complicated proposals into as easy as lego building and one click
● Never worry about word formatting, excel estimations, etc. ever again with different versions all of the place
● Collaborate on Proposals like you do in the real world
Proposal Section Templates
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
PROPOSE
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Points To Trees Labor Cost Estimation
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
PROPOSE
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MILESTONES
Plan&Req Elicitation Solution & Data Design Implementation & Testing Deployment & Roll-Out
Kick Off
Project Planning
Business Process Review
CRP (1)
Business Review Validation
Design Workshop
Solution Design
Data Migration Strategy
Data Mapping
CRP (2)
Business Review Validation
Config-Customization Validation
CRP (3)
Final Implementation
System Integration Training
User Acceptance Training
Prepare for User Training
Product Migration
Roll-Out
Training
Data Load Sandbox
Data Load Production
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
PROPOSE
www.avandel.com
MILESTONES (EarnedTHIS view)
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
PROPOSE
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Pricing and Payments Schedule
● You can propose to RFPs, or build the RFP● If you’re going to subcontract, you can track tender
responses IN YOUR FORMAT● Standardize evaluations just like you would ● Take the position on either side of the fence● Propose IT, or Manage RFP Responses!
one-click rendering to PDF
Propose IT or Send It Out As an RFP
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
CONTRACTS
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MANAGE YOUR CONTRACTS★ Use SOW rollups from Projects★ See how much money is left★ See how much is needed to complete★ See projections on $$★ See and manage upcoming renewals★ See everything and then some more not listed
CONTRACT / SOW TRACKING● Maintain all your wins in SOWs● You can have more than one project per SOW● You can have more than one SOW per project● Manage recurring licensing SOW types● Manage recurring support SOW types● Fixed Contract Milestone Invoice Tracking● T&M Contract Forecasting
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
INITIATE
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● Call it whatever you want .. Discovery, Sprint Backlog, Sprint Planning, But It Must Be Done
● Use Flat, Use Trees, Use Numbering, Indexing, Estimation Using $$, Hours, Story Points ...
● Report on it and get hand shake with your customer
● You don’t like work packages? Too scary?● Its OK, just use flat Agile stories if that
floats your boat. EVM can relabel them.● EVM supports full Agile Sprint Planning● Milestones are still our friend.● Use flat spreadsheets, and EVM still number
and reindex it for you.
SET IT UP RIGHT! Don’t Want a Requirement Tree?
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
INITIATE
www.avandel.com
USE GOOGLE SPREADSHEET● As Cool As our tools are, sometimes you want to
mass-update or add requirements in a spreadsheet!
● See and update all of your WBS data or Issues in a Google spreadsheet and collaborate!
● Perfect for organizing intensive UAT or feedback sessions.
USE WORK BREAK DOWN STRUCTURE● The Tree is Our Friend, but impossible to maintain with traditional tools● Go As Deep As You Want, Organize the Way You want to report and makes sense● Respond to complicated RFPs!!● Drag and Drop Tree Maintenance and Reindexing● Copy / Move Entire Tree Sections From Templates
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
ALLOCATE
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➔ Who is going to work and log time?➔ What resources are available?➔ What roles will they play?➔ Do you need to source new people?
● Issue and Track Open Positions● Log Candidacies● Manage Interviews● Track Resource Project Experiences!!● For client sourcing, Generate Resumes Automatically Customized For Each
Role / Project
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
COLLABORATE
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● Include customer, Reduce meeting times● Make them owners for issues an acceptances● Have them help, not block● Use workflows and approvals and URLs● Full transparency all the time = happiness● Make them a stakeholder in change
management● Don’t hide
Include The Customer In Collaboration
● With everything in one place, no hunting!● COLLABORATE don’t argue! Earn This becomes the
source of truth.● Use chatter don’t use email!● STANDARDIZE your project vocabulary and project
status reporting that makes sense to the teams and management.
● Don’t waste time on useless project management overhead
Single Source of Truth
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
MANAGE
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Package Build Life Cycle
Time Sheet
● Standardized Project Status Reports● Issue Open to Close Life Cycle● Change Order Management● Full Workflows and Approvals● Engage the Entire Team Including Customer● Daily Standups, Virtual or Physical● #Last24# #Next24 Posts● Automated Issue Creations● Email to Issue Support● And a gazillion more Features to Run a Project
TRACK TEAM TIME PROPERLY
● Using a separate time system is crazy!● You’re estimating in one system, and logging time in
another?● You can not separate time keeping from your project
system.● Earn This! Allows time tracking against any package /
story OR the project issues.
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
DELIVERY
www.avandel.com
● Data Dictionaries Produced! And Delivered!
● Story Catalogs Produced and Delivered!
● User Guides Built Along the Way and Delivered!
● Technical Guides Built Along the Way and Delivered!
● Continuous Release means Continuous Training Delivered!
● Customer Acceptance from Day One!
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
www.avandel.com
REAL-TIME CLOUD-BASED TECHNOLOGY
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
www.avandel.com
REAL-TIME CLOUD-BASED TECHNOLOGY
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
www.avandel.com
SALESFORCE POWERED - AVANDEL SOLUTIONS
Avandel Accelerates Force.com App Building and Rollout
Salesforce AppExchange is a cloud computing marketplace, developed and hosted by salesforce.com. It is the world’s first and largest cloud computing applications and services platform.
15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]
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