ActiveEfficiencyTM starts here

2

Problem Statement• Service Projects/Deliveries Tracked Inconsistently

• Data collected in multiple systems

• Consultancy Schedule System

• SharePoint

• Microsoft CRM

• Spreadsheets

• Undocumented Procedures

• Poor usage of current systems/tools

• Poor visibility of Project profitability

• Delayed Billings and Revenue Recognition

• Inadequate procedures for communicating service deliveries to A/R

• Procedures require that Services understand complex billing/revenue recognition rules.

• Billing and Collecting Expense Reimbursements from customers is difficult

3

Problem Statement (contd.)• Inaccurate Service Revenue Forecasting

• Inability to track service deliveries relative to billing/revenue status

• Lack of procedures to capture planned service deliveries

• Can’t reconcile planned service deliveries with actual results.• Reporting

• Difficult to report on individual projects due to having to pull metrics and KPI’s from various sources

• No method to define KPI’s • Inaccurate revenue and expense reporting

• Multiple Resources currently required for operations-management & reporting• Caroline Update various systems and spread sheets, resource scheduling• Jelena Month end billing.• BarryMonth end Management reporting.• Matt Microsoft Project Server Manager

• Develop process consistency for:

• Resource Management

• Project Management

• Project Accounting

• Heighten Visibility and Predictability of Project Profitability

• Accelerate Velocity of Billing and Revenue Recognition

• Improve Overall Business Intelligence for Services Team

• Limit the Strain on Resources – today multiple people running multiple systems to reconcile data

• Improve Accuracy of Forecasting

• Financial Forecasting

• FTE Planning

• Utilization & Realization Forecasting

Why implement a PSA System

TimeTracking

Expense Tracking

Project Management

Resource Management

ProjectAccounting

How most PS Operations are typically run

Custom built tool

PSA for unified & streamlined Operations

A SaaS based decision support tool that provides one simultaneous view of the truth across all service operations

Implementation & Annual costs

Category NetSuite

Functions and Features Good

User Interface Very User Friendly

Cost 40 Users $45,000/annum (includes maintenance)

Implementation & Training $15,500 (estimated)

Support SaaS offering.

References

Partnering Relationship Excellent

Company Stability Public limited. Industry leading.

Project Scope

• Eliminate Redundant Systems and Procedures

• Eliminate multiple systems

• Documented User Procedures and Training Materials

• Procedures clearly identified to a single appropriate system

• Manual Procedures for non-Standard Scenarios

• Resource Management

• Skills Management

• Resource Assignments and Utilization

• Soft commit to forecasted Opportunities

• Contracts and Project Management

• Proposals and Project Initiation Procedures

• Service Delivery Tracking

• Delivery Hours & Dollars (vs. Revenue)

• Capture Contract Documents (SOW, etc.)

• Status and Profitability Reporting8

• Service Time & Expense Collection and Management

• Weekly Reporting Procedures

• Pro-forma Invoice Generation

• Services Department, Partners, Subcontractors

• Service Billing and Revenue Forecasting

• Revenue Reconciliation to A/R

• Services Aging Report

• Capture of Planned Service Deliveries

• Revenue Rules to forecast Service Revenues

• Forecast Reports

• Integration with SAP

• Data Migration

• All data effective April 1, 2011

32I

Project Timelines

© 1E 2013

July August September October November December

Trial

Complete evaluation & seek approvals to move forward

Start Implementation

Sign Contracts

Go Live!

Data Migration & Pilot

Close books in Q4 using

PSA

Employee Realization Report

Project Portfolio View

Resource Management Chart

Project Margin Heatmap

Project Burn Rate

Forecasted Revenue by Stage

Supply v Demand Report – Resource Forecast

Workspaces Module - Dashboard

Dashboard – Document Management

Expense Report

Timesheet Status Report