VPVI-71€¦ · VPVI-71 Going All In: A Real World Story About True Digital Transformation Markus Weidner, Pennoni Bret Tushaus, Deltek

VPVI-71Going All In: A Real World Story About True Digital Transformation

Markus Weidner, PennoniBret Tushaus, Deltek

Who Are We?» Markus Weidner, CIO – in search

of innovations to make Pennoni

and the industry better…

» Bret Tushaus, Product Manager –

focused on how technology

solutions can solve operational

pain points…Bret Tushaus

VP, Product Management

Markus Weidner

Chief Information Officer

© Deltek, Inc. All Rights Reserved. 2

Why Are We Here?» Story of “Going All In”

» Vantagepoint the Obvious Choice

» Implementing Vantagepoint

» Lessons Learned

» Tools and Resources

» Key Takeaways

3© Deltek, Inc. All Rights Reserved.

Who is Pennoni…

© Deltek, Inc. All Rights Reserved. 4

Innovation and Smart Solutions for 50+ years

CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 5

Early to market with integrated service platform


Data is king, including within internal operations


Making Vantagepoint the Obvious Choice

Prompting the Next Generation of Vision

9© Deltek, Inc. All Rights Reserved.

The value of an enterprise

system correlates directly with

extent to which it is used within

an organization…

Vision is that thing

that Accounting

makes me use.”Source Unknown, circa 2010



Vision 1.0

September, 2002

Vision 5.0

June, 2008

Vision 6.0

June, 2009

Vision 7.6

July, 2016» Evolving the Mindset

» Evolving the Technology

» Reinventing the Interface

» Reimagining the Functionality

» Responding to Customer Base and Market

» Positioning Vision for the Future

Vantagepoint (2019)The next generation of Vision,

now named Vantagepoint,

matures and expands.Deltek for Professional

Services (2017)Milestone moment as the next

generation of Vision is born and

the move to the browser interface,

entirely, is accelerated.

iAccess (2015)Expanding the browser

based interface to

include CRM, Time,

Expense and Approvals.

Navigator (2012)Project Navigator brings a

more accessible and intuitive

interface for project

managers.


DPS

Built on the Same Premise


User Experience & Convenience

Streamline &

Reimagination

Customer

Feedback

Right Data,

Right Time

Project

Management

Key Tenets of Vantagepoint

New, modern browser-

based / agnostic

interface designed to

provide optimal and

accessible user

experience.

Deliberate look at

workflows and

functionality to explore

improvements and

opportunity to

streamline.

Evaluation of 16 years

of feedback from

Vision customer base;

incorporating that

feedback into

reimagination.

Providing the right

data at the right data

to drive inform

decision making at all

levels of an

organization.

Deliberate focus on

project manager

persona to ensure

ease of use, relevant

functionality and

accessible value.


Joined Pennoni with a goal to transform the business for us and clients

Markus Weidner, Chief Innovator

Thinking about future vision (back in 2017)






Evaluate ALL of the alternatives


Pennoni Criteria: Run Smarter


» Simplicity and Continuity instead of complicated system architecture

» Adopt an Ecosystem

» Put Projects First; Give PMs better tools to do their jobs

» Adaptability and Fexibility were key

» But really.. This is about the “Digital Transformation” conversation

Who are we as a firm? An existential question


Marketing innovation in the form of Smart Solutions to clients

Yet internally, limping by with outdated technology

“Innovate or Die”

We needed a great foundation…


System Decision: Move ahead with Vantagepoint

Implementing Vantagepoint at Pennoni


Steering Committee / RFP Process

Interviews and previews

Final Selection

Kickoff and team formation

Data mapping, system design

Data conversion (THREE OF THEM!)

Training (LOTS OF IT)

Human Resources

Accounting

ITProject

Management / Ops

Marketing

Business Development

CCG Elevia

9Dots

Deltek GCS

Form a great teamCONFIDENTIAL © Deltek, Inc. All Rights Reserved. 29

Tools: Before During and After Conversion


Define the Process


Lead Conference/Tradeshow

Activity tracking

Follow up

Go

/No-G

o

Op

po

rtu

nity/P

urs

uit Hours & Fee estimate

Additional research

Proposal production

Clie

nt

De

cis

ion Shortlist/Interview

Project initiation or loss debrief

Pro

ject E

xe

cutio

n Time & Expense Entry

Management

Invoicing and Collections

Pro

ject C

loseo

ut Photography

Marketing Summary

Data backup

System Implementation


Config

Data Mapping

Data Conversions

Application Training

Feedback

Configuration Refinement

Launch Readiness

Pre-launch checklist

Post go-live Support

» Custom report font support (with

disclaimers)

» Go-live support

» Journal Entry TDM support

» User defined fields in Time and

Expense entry

» Other enhancements… expected

in 2.X and beyond

Pennoni and Deltek Partnership


Lessons Learned


Always let Pennoni go ahead of you

Wait till the product has a name?

Regular coordination and solid infrastructure

From an early point, leverage the support of Deltek, 3rd Parties, and key stakeholders in your organization

Tools and Resources for Your Upgrade

Eco System

Deltek

Global

Consulting

CAP &

Readiness

Portal

Peer FirmsDeltek

University

Partners, resellers,

ISVs provide a rich

set of supplemental

resources

Deltek expertise

and experience can

help you upgrade,

implement and

extend

Leverage the vast

array resources

Deltek provides to

help you prepare and

execute

Some of the best

expertise comes from

your peer firms and

colleagues

Deltek’s internal

learning resources

can help you train the

trainer or train your

users directly


[email protected]

mailto:[email protected]

Tools and Resources to Help You Prepare

» Vantagepoint user group space in

Deltek Collaboration

» Share lessons learned, ask questions,

share tips, etc.

» Interested? Contact Heidi Shelburg

[email protected]


mailto:[email protected]

Key Takeaways


» Make sure you have Bret’s cell# from the very beginning

» Plan ahead – it goes a long way

» Create a strong internal team

» Lock in good partners

» Reporting, processing, BI platforms remain unchanged

» Many things have changed.. For the better!

» Many names, one database; Vantagepoint is just a better version of Vision!

Questions

Thank [email protected]

Documents

VPVI-71€¦ · VPVI-71 Going All In: A Real World Story About True Digital Transformation Markus Weidner, Pennoni Bret Tushaus, Deltek