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CP-34:Manage Your Pipeline with Costpoint Contract Management
Panya Chua, Deltek
Agenda
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• Contract Management System and Process Overview
• Manage Opportunities
• Organizational Conflict of Interest
• Project Initialization
• Opportunities Controls
• Reports & Analytics
• Summary/Q&A
• Learning Options
Contract Management Overview
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Automating the entire contract management process with Deltek
Search Pursue Capture Initiate Invoice
Find the best opportunities for
you with GovWin IQ
Automatically create
opportunities in Costpoint from
GovWin IQ
After winning, create contracts
Projects can be initiated from
either opportunities or contracts
Project teams can start delivering while finance
recognizes revenue
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Contract Management Process
Opportunity Management( with OCI )
Contract Management Subcontract Record
GovWin IQ Costpoint Projects
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Direct P
roject
Manage Opportunities
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• Search for Opportunities that are a fit for your organization
• Add directly to Costpoint for internal tracking
• Quick access to GovWin IQ Analyst updates
– Kept separate to prevent overriding your information
• Schedule refresh from IQ or refresh on demand
• Track GovWin IQ Key Dates & Key Contacts
Send IQ Opportunities to Costpoint
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• Input Opportunities from IQ or Manually Enter
• Identify pipeline stages and key milestones
• Track Bid and Proposal costs
• Link teams of prospective vendors and employees
• Review proposal and document regulatory provisions and key milestone dates
• Attach RFP related documents to the Opportunity
General
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• Track the Opportunity through the various stages of your pipeline
– Define the picklist of pipeline stages to match your business process
• Identify Opportunity Source, estimated POP, and Status Notes
• Opportunity Value with Win Probability to calculate Weighted Revenue
• OCI Status
Status
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• Track Details and Address Info
– Key words
– 10 available free text fields e.g. SWOT Analysis, Competition
Details/Addresses
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• Key Milestones (Dates)
– 12 available date fields e.g. RFI, RFP, Color Team reviews, Go/No-Go, Proposal Due, Award and Subcontract Kickoff
• Provisions
• Subcontractor Plan
RFP Info
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• Employee Team
– Define team member roles working on the Opportunity
• Potential Work Force
– Identify employees who may be part of the bid and proposal process
• Teammates/Competitors
Team
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• Specify post-award debrief information whether you win or lose
• Indicate lessons learned and win/loss reasons
Post Award Debrief
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• Track Activity Types, Dates, Owners and Status
• Connect Activities to Customers
• Record Activity Notes
• Track Activities related to:
– Opportunities
– Contracts
– Subcontracts
– Conflicts of Interest
Activity Tracking
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• Customize search parameters
• Saved queries for easy access
Saved Queries
Organizational Conflict of Interest
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• Record information around conflicts of interest to help with your mitigation plan
• Records are linked to Opportunities
• Track and search on OCI review and clearance dates, key terms
• Attach relevant documents and track activities
Organizational Conflict of Interest
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• Link all Projects associated with OCI record
• Track employees and vendors directly involved with conflict
• Associate relevant documents
• Provides 360o view and management of OCI
OCI Flow Down
Project Initialization
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• Subtask in Opportunity Record for Project Set-up
a) Utilize Mass Add Template Project format
b) Set up Templates for each contract type
Project Initialization
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Projects Linked
Opportunities Controls
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• General Settings• Various Controls including
User-Defined Labels
Control Settings
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• Auto Numbering• GovWin IQ credentials• Label Settings
– 12 Date Fields– 10 Free Text Fields
General Settings
Reports and Analytics
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• Word Templates
– Create Forms or Reports using Microsoft Word
– Similar to Mail Merge
– Examples:
• Capture Plan Review
Word Templates
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• Opportunities
– Current Pipeline Report
– Days Open Report
Reporting
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• Opportunities
– Win Loss Report
– Opportunity Dashboard
– Executive Dashboard
Reports & Analytics
Summary
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• Contract Management System and Process Overview
• Manage Opportunities
• Organizational Conflict of Interest
• Project Initialization
• Opportunities Controls
• Reports & Analytics
• Summary/Q&A
• Learning Options
Questions?
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• Help | Video and Learning Aids– Videos | Contract Management
• Contract Management Overview
– Click-Thrus | Contract Management Click-Thrus
• Contracts Overview Click-thru• Customer, Vendor and Employee Overview
Click-thru• Contract Management to GovWin IQ
Integration Overview Click-thru• Opportunities Overview Click-thru• Org Conflict of Interest Overview Click-
thru• Subcontracts Overview Click-thru
– Videos | Administration• Approval Workflow Model• Using the Word Template Add In
• Deltek University -https://education.deltek.com/learning
– Data Flow Between Modules
– Opportunity and Contract Project Initialization
– Modifications for Contracts and Subcontracts
Learning Options – Help
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