EPM-110: Role Based Dashboard Preview

Presenters

Jack Newton, Jason Kinder, Kathy Boatwright

What Is “Mako”?

“Mako” is an interactive portal built on the Deltek .NET Platform that simplifies earned value reporting and DCMA compliance for a Control Account Manager and a Program Control Analyst. It helps eliminate

surprises by allowing users to manage their project by exception and get early warning of upstream delays.

Target Personas

Control Account Manager

Program Control Analyst

Integrated Product Team Lead & Program Manager

2009 Deltek, Inc. 2

© 2010 Deltek, Inc 3

CAM Responsibilities

Responsible for:

• Managing technical, cost and schedule performance of the Control Account.

• Establishing and maintaining budget and schedule, managing resources, preparing Variance Analysis Reports (VARs), and updating the Estimate to Complete (ETC).

• Accepts work and changes to the CA, meeting the technical performance and quality of the CA, mitigating and managing risk and ensuring the Earned Value (EV) performance is correctly reported.

The specifications, functionality and schedules described reflect Deltek’s current estimates, may change without notice, and do not constitute obligations of Deltek.

© 2010 Deltek, Inc 4

CAM Quotes

“All these program management reports

and processes don’t tell me anything.”

“I can’t easily see the data I need to manage

my program.”

“I am frustrated with time wasted chasing

down non-engineering problems.”

“There are too many last minute customer changes that create

chaos.”

The specifications, functionality and schedules described reflect Deltek’s current estimates, may change without notice, and do not constitute obligations of Deltek.

© 2010 Deltek, Inc 5

CAM Desires

Control Account Managers want:• To be alerted to issues that allows them to

focus on engineering activities.

• An automated work flow process and integrated change request tool allowing them to effectively manage customer change.

• A dashboard that improves program management reporting, giving them visibility into program performance.

• An electronic CAM notebook and completely integrated view that puts all program information in one place.

The specifications, functionality and schedules described reflect Deltek’s current estimates, may change without notice, and do not constitute obligations of Deltek.

“A day in the life of a WAD”Contract Award to Authorized Work

Contract AwardIssue BudgetsWork Authorization

FunctionalOrganizations

CAMsEngineeringManufacturingQuality Control

Mako (PCA) Mako (CAM)

Program ControlsProgram Office

“A day in the life of a WAD”Contract Award to Authorized Work

Contract AwardIssue Budgets &Work Authorization

FunctionalOrganizations

CAMsEngineeringManufacturingQuality Control

Mako (PCA) Mako (CAM)

Program ControlsProgram Office

Copyright © 2010 Deltek, Inc 8

Mako Phases

• Phase I• Alerts - email, dashboard, mobile

• Workflow – secure, business process driven, compliance

• Work Authorization Document (WAD) process

• Variance identification and narrative explanation

• CAM notebook

• Change Control – Budget Change Request process

• Analysis

• Reporting

• Statusing

• Integration I

• Import/Export

• Project Center I

• Phase II• Document management

• Project Center II

• Project Analysis

• Planning

• Integration II

What Is “Mako”?

CAMs & SubcontractorsPCA

SCHEDULECOST

EV Source Systems

Value Added By Mako

Timely Notification

Copyright © 2010 Deltek, Inc. 10

Enforces Compliance

Quickly Analyze Status

Real-time Collaboration

Streamline Business Processes

Timely NotificationEnforces Compliance

Quickly Analyze Status

Workflow Automation

Common Problems Mako Solves

• Milestones forecasted in the reporting cycle with no status

• Actuals being charged to a completed task

• Planning Package inside the planning window

• Actuals without Performance

• Performance without Actuals

• Completed task with ETC

• Actuals charged to planning packages

• Finish dates in the future

• Planning package in current period

• Actuals charged to unopened work packages

Copyright © 2010 Deltek, Inc. 11

Value Added By Mako

Timely Notification

Copyright © 2010 Deltek, Inc. 12

Enforces Compliance

Quickly Analyze Status

Real-time CollaborationWorkflow Automation

Streamline Business Processes

Seamless Interaction Between Systems

Demo

© 2009 Deltek, Inc.

Appendix

Mako (Phase 1) EV Planning Tool Integration

2010 Deltek, Inc. The specifications, functionality and schedules described reflect Deltek’s current estimates, may change without notice, and do not constitute obligations of Deltek. 15

Cobra Open Plan MSP/Primavera

Mako

Real time integration

Import/Export integration

WADBCR

Status & VARsAnalytics

Program wide ViewMultiple CAM & CA Analytics

Analyze & Control EV/Schedule Source System Updates

CAM CAM Major Subcontractor

PCA

Import/Export integration

MPM

Direct Integration

Import/Export

Legend