deltek insight 2011: costpoint analytics: analytical dashboards for executives - beginner session
TRANSCRIPT
CP-136 Costpoint Analytics: Analytical Dashboards for Executives - Beginner Session
Insight 2011
Presented by
Nikki Mehta, Deltek
Rick Miller, Deltek
04/18/20232 ©2011 Deltek, Inc. All Rights Reserved
Project Manufacturing
Human Resources
Project Management
Financial Management
Enabling Success
Winning More Business
Reducing the Cost of Compliance
Increasing Project Visibility
Improving Cash Flow
CRM and Capture Management
Teaming Solutions
Market Intelligence
Business Performance Management
Know More
Win More
Do More
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Project Manufacturing
Human Resources
Project Management
Financial Management
Know More
CRM and Capture Management
Teaming Solutions
Market IntelligenceWin More
Do More
Project & Org Budgeting
Analytical Workspace
Resource Visibility
Enterprise Reporting
Business Performance Management
Know More
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Agenda GovCon Project Lifecycle & Business Performance Mgmt Suite Why is Analytics important? Costpoint Analytics Overview What is Costpoint Analytics: Product Demo How can DGS accelerate your deployment? What’s next for Analytics? How can I learn more about Costpoint Analytics? Q & A
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Key Takeaways Understand How Costpoint Analytics fits into the Business Performance
Management suite of products Understand Why Analytics is critical for your business success Understand What is the overall functionality of Costpoint Analytics Understand how Deltek can help you during installation & implementation.
BPM Overview
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Deltek Invests in the Entire GovCon Project Lifecycle
Winning More
Business
Reducing the Cost of
Compliance
Increasing Project
Visibility
Improving Cash Flow
Project Management
Human Capital Management
Financial Management
Governance, Risk and
Compliance
Business Development and Capture Management
Teaming Solutions
Information Solutions (INPUT)
Business Performance Management
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Business Performance Management Suite
Role Based AnalyticsCostpoint Analytics
Role-based Dashboards, out of the box metrics
Trending and analysis in highly interactive environment
Synthesize Information across multiple data sources
Powered by QlikView
ReportingCostpoint Enterprise Reporting
(formerly DPM)
Ad-hoc query generation
Reporting models on top of transactional Costpoint database
Report against multiple data sources (Deltek & other)
Self service for every persona
Org, Project, Row Level Security
Zero Footprint
Powered by IBM/Cognos
Budgeting & PlanningCostpoint Budgeting & Planning
Create & manage project & organizational budgets
Project status & costs in real time
Fully integrated/designed for CP
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BPM 2011 Roadmap
Q1’2011
Costpoint Enterprise Reporting (CER) 6.0
Formerly called DPM Available Now! Support HR & Payroll Model and
Reports Improved Security &
Performance of Canned Reports
Q3’2011
CER 6.1 B&P Project Models and Reports Leverage B&P PM Security Cognos 8.4 and Cognos10
B&P 6.1 Increased Integration Improved Usability for PM’s
Q2’2011
Costpoint Analytics 6.0
First Phase: For Executive Role Launch at Insight Key GovCon Metrics Extensible Platform
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BPM Overview
9 ©2011 Deltek, Inc. All Rights Reserved04/18/2023
Why Analytics
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Extensive use of data, statistical and quantitative analysis, and fact based
management to drive business decisions and actions.
Fact Based Decisions
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“40% of business decisions are not based on data and facts; but on gut
instinct.”
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Product Portfolio: Three Steps to Success
Building Blocks for Our Customers’ Success
Plan: “What we think will happen”
Provide modular solution for budgeting, planning, forecasting, and ‘what-if’ scenario modeling
Optimized for cross-functional planning across the organization
Monitor: “Where are we today” Enterprise reporting architecture which empowers employees with self-service access
to the detailed operational reports needed to make informed, accountable decisions
Analyze: “How we are performing vs. plan” Role-based applications that transform transactional data into business insight
Ability to synthesize information across the enterprise
Delivers decision analysis capabilities to strategic roles (Executive, PMs, BD, etc.)
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Deltek Costpoint Analytics Strategy
Deltek Sources
CostpointCore
Costpoint HR &
Materials
Deltek Time & Expense
CRMEVM
Budgeting
Third Party Sources
HR
MS ProjectExcel
Role Based Analytics
Executive Project Mgmt HRBus Dev
Dashboards/ KPIs
Drill to Details
Ad Hoc Analysis
Notifications/ Alerts
What If Analysis
Manufacturing
CRM
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14 ©2011 Deltek, Inc. All Rights Reserved
Costpoint Analytics Goals
Deliver a series of Role Based Analytical Applications Specially Designed For Government Contractors Ensure Quick Installation & Implementation Don’t Wait for Deltek - Completely Extensible by You & DGS
Design your own Gov Con Analytics and Dashboards! Integrate Deltek or non-Deltek applications Allows integration of Deltek & Deltek Reseller sources of data
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Costpoint Analytics Overview
15 ©2011 Deltek, Inc. All Rights Reserved04/18/2023
Building the Right Product
External Prospect / Customers:Focus Groups
Interviews (CxO, CFO, Dir of IT)Costpoint User Groups
Industry AnalysisTrade Shows (BPM Industry)
Industry (Gartner, Ventura, etc)Competitors
Internal Deltek: SALES, SE, Services,
Deltek Executives
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Product Requirements
What did we Learn? Metrics consistent across
GovCons The product MUST:
Measure against BudgetsBe FAST and EASY for end usersHave Meaningful GraphicsAnalyze by Key AttributesSpotlight potential problem areas Highly configurable and extensible
What Value does Deltek add?Industry focusShort Implementation timeAnalytic Application not just a toolsetIntegration with Deltek ProductsFramework for extensibility
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Time
Time & Expense
Too Much Data, Not enough Information
© 2009 Deltek, Inc. All Rights Reserved 17
People
Silkroad
CP Payroll
CP HR
Organization
CostpointCore
B&P
Projects
Cobra/MPM
B&P OpenPlan
GovWin/Input Winsight
Business Development
Executives/Finance
HR ManagersProgram Managers
Incomplete Information = Bad Decisions
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Targeted Executive Roles: CEO, COO, Divisional VP’s, Operational Managers
1. Powerful , yet easy to use: Get to the answers in a few clicks
2. Single Version of the truth – All managers accessing the same data
3. Complete view of the business: Review performance against budgets
4. Proactively manage risks: Highlights potential current and future issues
Costpoint Analytics for Executives
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Executives can interact with the data to get questions answered, discover key business insights, uncover potential issues.
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Key Business Metrics – Project Lifecycle
End of Contracts
Adjustments
UnbilledA/R/DSO
Project InitiationPerformance &
DeliveryPost Performance
& Support
Win Business
Labor Utilization
Business Development
Budgets and Forecasts – Apply to all Metrics
Projects at Risk
BacklogRevenue
Costs ProfitPipeline
Proposal Analysis
Indirect Rates
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20 ©2011 Deltek, Inc. All Rights Reserved
Costpoint Analytics ProvidesEasy of Use
Single User Interface for Dashboard & Analysis
Enables real-time associative search and analysis
Easy of Deployment Single Integrated Stack Built in Dashboards & Metric
Calculations Built in Drill downs to Charts and Grid
Reports Integrated Costpoint Models
Easy of Customization Create or modify existing dashboards Change charts, graphs, & visualizations Change or modify calculations/metrics Easily integrate data from 3rd party
sources
Deltek Costpoint® Budgeting & Planning
Deltek Costpoint® CRM
Products
Deltek Costpoint®
Analytics
Deltek Costpoint®
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Integrated Solution
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Costpoint Analytics
Integrated Stack
Single User Interface for Dashboards and Analysis
Deltek Costpoint® Budgeting & Planning
Deltek Costpoint® CRM
Deltek Costpoint®
Multiple Data Sources
Traditional Online Analytical Processing
(OLAP ) Solution
Transformation Layer (ETL)
Data Warehouse
OLAP Cubes
Design ToolSeparate User Interface for Dashboards and Analysis
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Product Demo
©2011 Deltek, Inc. All Rights Reserved
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Summary Costpoint Analytics delivers role based analytical applications with instant
access to critical metrics that will help your business managers make better, smarter business decisions.
Costpoint Analytics makes it easy to extend, modify, & design your own analytical dashboards.
Costpoint Analytics is easy to install, implement, & deploy! Don’t believe us – talk to customers using Costpoint Analytics.
Costpoint Analytics – Shipping & Available on May 27th, 2010!! Come Test drive at the Insight Solutions Pavilion.
©2011 Deltek, Inc. All Rights Reserved
04/18/202324 ©2011 Deltek, Inc. All Rights Reserved
Q & A
www.twitter.com/deltek
www.facebook.com/deltekinc
www.linkedin.com/company/163414
www.youtube.com/user/deltekinc
04/18/202325 ©2011 Deltek, Inc. All Rights Reserved
Call to Action CP 134: Deltek Business Performance Management Overview: Plan, Monitor,
and Analyze CP 103: VSE - Improving Performance Management with Costpoint Enterprise
Reporting (formerly DPM) and Costpoint Analytics CP 210: Getting Started with Costpoint Analytics: Administration and Security CP 301: Costpoint Analytics: Best Practices for Extending Analytical Dashboards
– Advanced Session CP 302: Costpoint Analytics: Best Practices for Visualization and Design -
Advanced Session
Don’t forget to Test Drive Costpoint Analytics at the Solutions Pavilion!!