SOLUTI ON BRI EF

As a professional services organization, executing on services engagements

profitably is critical to our success. Daptivs flexibility and ease of use gives us
the ability to better manage time and resources, create custom applications that
are unique to our business and improve collaboration among stakeholders.
Mike Renzulli, Program Director, Sovereign Consulting
BUSINESS CHALLENGE
Many professional services firms have invested
in customer relationship management (CRM)
and enterprise resource planning ( ERP) systems
to manage their pipeline and business operations
respectively, but rely on desktop productivity
tools and spreadsheets to manage project
execution. As a result, data related to critical
service delivery is unstructured and siloed,
resulting in inefficient and unreliable executive
reporting for identifying risks, issues or resource
needs. Furthermore, none of these tools provide
a portfolio view of a services business to help the
organization understand how a given practice

area is performing and what actions need to
be taken. This can lead to some common
challenges, including:
Lack of pipeline visibility
Sub-optimal resource utilization
Poor project management and client
satisfaction
Burdensome time tracking and billing
Inability to monitor the state of the business
to take appropriate action
DAPTIV FOR PROFESSIONAL
SERVICES AUTOMATION
CAPABILITIES
Daptiv for PSA offers a complete, integrated,
and proven solution that provides real-time
view into opportunities, resources, and
financials; while allowing you to deliver on
service engagements in a controlled and
predictable manner.
OPPORTUNITY MANAGEMENT
Daptiv enables management of client requests,
business proposals, and sales opportunities.
RFI, RFP, and SOW responses can be tracked
and linked to the opportnities in your pipeline.
SOLUTION
Daptiv for PSA has been designed in
partnership with leading Professional Services
Organizations ( PSO) to help you leverage your
current investments in CRM and ERP systems
by providing connectors to those systems; while
Daptiv for PSA allows you to focus on resources,
projects, and overall business performance.
Key benefits include:
Improved quality and predictability of
services projects
Enhanced visibility into the state of the business
Automated time tracking and billing
Reduced operational costs through streamlining
of processes and integration of systems
Optimized resource utilization
Manage
Opportunities
Manage
Resources
Manage
Projects
Analyze
Performance
Invoice
Client
ERP
FOR PSA
CRM
RESOURCE MANAGEMENT
Resource management reports provide
visibility into resource utilization and availability
by resource names and resource types.
Daptiv then enables a streamlined communication
process between project managers and resource
managers to easily assign resources to engagements.
PROJECT MANAGEMENT
Daptiv equips project managers with robust
features to improve forecasts, resolve issues,
create accountability, spur collaboration,
identify cross-project dependencies and deliver
consistent project success. Project managers
can manage all project tasks and milestones
using simple drag-and-drop functionality. In
day-to-day use of Daptiv, team members can
view their tasks in a variety of ways and
communicate project status to stakeholders.
BILLING AND INVOICES
Daptiv can generate invoices or transfer data
directly to an accounting/ERP system. Timesheet
and labor rate data can easily be rolled up to an
engagement or project level.
1008 western avenue | suite 500 | seattle WA 98104
daptiv.com sales 1.888.621.8361
Founded in 1997, Daptiv is the leading provider of on-demand Project Portfolio
Management ( PPM) solutions. Daptiv has helped thousands of companies improve
their strategic planning and business execution by offering adaptable PPM solutions
and expert professional services. Daptivs customers include world-class organizations
such as Beam, Chase, Coach, Harvard University, Honeywell, InterContinental Hotels
Group, and Virgin Australia. For more information about Daptivs PPM solutions,
please visit www.daptiv.com.
ABOUT US
PERFORMANCE MANAGEMENT
Daptiv allows important business KPIs such as utilization, leverage, value, and margin
to be tracked. Status of key engagements/projects can be monitored and ROI can be
compared across various practice areas. Dashboards and reports enable communication
with employees on the status of the business.
Daptiv for PSA
Configuration Items List
Data Item
Type
Tabs Data Item Data Item Details
Custom
View
Capacity
Planner
Adminstrative Processes Ongoing administrative demand only
All Projects and Processes All current demand (project and non-project) in the system
All Projects and Processes with
Revenue
Shows all current demand including requests with estimated revenue
All Projects and Processes with
Score
All current demand with Business Value score included
Project
Requests
Approved Project Requests View showing approved requests not yet generated as projects
Declined Project Requests View showing only rejected requests for internal and client projects
Project Req by Type View grouping requests by project type
Project Requests by Approval with
Revenue
Requests grouped by approval status
Project Requests by Status Default view grouping opportunities by status
Projects All Baseline Project Templates by
Type
Shows all workspaces used as project templates sources
All Projects Alphabetically All workspaces in the enteprise sorted alphabetically
All Projects by Financial Data Lists all projects and their budgets, labor, and non-labor costs
All Projects by Health All projects grouped by RYG health
All Projects by Priority Shows all projects grouped by high/medium/low proirity
All Projects by Project State Projects grouped by Project State
All Projects by Type All projects grouped by Project Type
Client Portfolio View Shows all client portfolios and projects (default view)
Projects I Manage Shows only projects where the logged in user is the project manager
Tasks All Project Milestones Milestone tasks grouped by project
All Tasks All tasks grouped by project
All Tasks by Priority All tasks grouped by H/M/L priority and then by project
Billable Tasks for Fixed Fee
Projects
Billable tasks grouped by project for projects marked as fixed-fee
Concept Stage-Potential Resource
Needs
Gives foresight into resource needs by showing task planned work and duration grouped
and summed by assignee and project for projects in the concept stage
Financia Software Systems View Groups and sums task planned work and duration by Project Type and Name
My Overdue Tasks Overdue tasks filtered to logged-in user and grouped by project
My Tasks All incomplete tasks assigned to logged-in user grouped by project
Overdue Tasks by Project All overdue tasks grouped by project
Dashboard Dashboard Consultant Hours 2-columns with Scheduled Hours Remaining Capacity and Utilization 3mo (weekly) and
Scheduled Hours Remaining Capacity and Utilization 4 weeks
Executive Dashboard 4-quad with Resource Type Capactity Analysis-Exec Dashboard, Project/Revenue@Risk,
Opportunity Pipeline, and Portfolio Revenue v2
Member Dashboard 2-columns: Left - Tasks Due, My Daily Hours Projection-Next 3 weeks; right - Favorite
Projects, Issues, Scheduled Hours Remaining Capacity and Utilization 4 weeks
PM Dashboard Single column with Portfolio Status for PM report, Tasks Due, Assignments, Issues, and
Notifications
PSA 4-quad with Portfolio Revenue v2, Resource Type Capacity Analysis-Exec Dashboard,
Opportunity Pipeline-Exec Dashboard, Invoiced v. Projected Revenue
Resource Management 2-column: Left - Resource Type Capacity Analysis-Dashboard; Right - Sched Hours and
Remaining Cap-Dashboard-running 3mos, Weekly Timesheet Analysis-Dashboard
Revenue Projections single column with Projects Cashflow with Probability, YTD Invoiced Revenue by Project,
Invoices Submitted Report V2
Skills Single pane: Resource Skill Matrix report
Dynamic
App
Change App for tracking and approving changes to project scope, schedule, or budget
Client Contact Info App found in all Client projects for tracking key contact information
Customer Billing Info Store billing information for customers
Expense Reports Allows entry and tracking of material and travel expenses
Solution Config List - 1 - Dec 1, 2011 - 2:57:20 PM
Daptiv for PSA
Configuration Items List
Data Item
Type
Tabs Data Item Data Item Details
Dynamic
App
Invoice Projections Used to project monthly revenue projections by project
Invoices App in each Client project for recording customer invoices
Project Contacts Captures key contact information for project team members
Project Expenses App for tracking material expenses in non-Client projects
Risk Standard Risk dynamic app for evaluating project risks
Vendor and PO App for tracking purchase orders in 2-tiered expenses model
Vendor Invoice Tracks vendor bills against vendor POs in 2-tiered project expenses model
Native App
Custom
Field
Billable Issues: Yes/No field
Employee ID Users: Standard text field for entering employee IS
Hours Worked Issues: Number field
Manual Billing Rate Issues: Currency - Required
Milestone Billing Amount Tasks: Currency amount for billable milestone tasks
Utilization Goal Users: Decimal field to set indivudual utilization targets
Project
Profile Field
Actual Expenses Aggregate field summing Project Expenses
Benefit Drivers Long text field to describe benefits of an IT Internal project
Budget Category Undefined pick list
Client Name Text field
Contract / PO# Std text field
Contract Type Pick list: T&M Capped; T&M Open; Fixed
Department Pick list of internal departments
Desired Implementation Date Date field
Driver Pick list with values for Internal IT Project: New Customer; New Functionality; Change
Request; Other
External Sponsor Std text field
Internal Sponsor Std text field
Invoice Notes Long text field
Objectives Long text field
Orig. Work Integer field for recording original hours estimate
Portfolio Budget Aggregate of budget field from child projects
Probability Percent field to track probability of opportunities
Professional Service Offering Pick list
Program Pick list of programs
Project Total Actual Expenses Aggregate of Actual Expense field from Project Expenses app
Project Total Planned Expenses Aggregate of Planned Expense field from Project Expenses app
Projection Type Pick List: Planned; Unplanned
Revenue Yes/No field to flag revenue generating projects
Sales Region Pick list of regions
Scope Long text field to describe what's in/out of scope
Strategic Alignment Pick list with values with weighted list of strategic objectives
Strategic Initiative Pick list of strategic objectives
Technology Technology score (pick list w values) for Internal IT project type
Project
Status Field
Budget Status Status pick list
Budget Status Notes Text field for PM to note comments on Budget Status
Classification` Pick list w/ values field (Strategic, Measurable Enhance, etc)
Gross Budget Calculated field: Budget + Estimated Expenses
Internal Budget Factor Pick list with values: Allocated-Expense(6); Allocated Capital(8); Unallocated(2)
Invoiced Aggregate field from Invoices app
Opportunity Status Status field tracking pipeline stage
Solution Config List - 2 - Dec 1, 2011 - 2:57:20 PM
Daptiv for PSA
Configuration Items List
Data Item
Type
Tabs Data Item Data Item Details
Project
Status Field
Quality Status RYG status field
Quality Status Notes Text field for notes
Resource Status RYG status field
Risk Score Calculated field = 01
Risk Status RYG status field
Risk Status notes Text field for comments
Risk: Client Budget Pick list with values to feed the Risk score
Risk: Schedule Pick list with values to feed the Risk score
Risk: Scope Pick list with values to feed the Risk score
Schedule Status Status pick list
Scope Status Status pick list
Scope Status Notes Text field for comments
Timeline Status RYG Status field
Timeline Status Notes Text field for notes
Project Type Client Portfolio Client Portfolio of Projects
Client Project Standard Professional Services external projects for our clients.
Collaborative Workspace Project Type is Ongoing and Tasks are not mandatory. Application includes: Polls, News,
Discussions, and Documents.
Fiscal Year Portfolio Overall Portfolio by Fiscal Year
Internal IT Project Projects managed by the company
Internal Portfolio Portfolio for internal projects
Report Reports Assigned Work for the Week Bar chart of scheduled hours by week and assignee
Enterprise Resource Utilization -
Detail by Week
Standard OOTB report with allocated, scheduled, and actual by resource type, name,
project and week.
Individual Utilization/Variance
Report wPercent Utilization
Weekly Alloc, Sched, and Actual hours by name with individual % utilization based on actual
Invoice Report Used to generate invoices including billable revenue and expenses
Invoiced v Projected Revenue Bar chart and cross tab showing monthly projected billings v actual invoices. Designed for
use in Dashboards.
Invoices Submitted Report V2 Lists all invoices submitted for a given time period
My Daily Hours Projection - Next 3
Weeks
Stacked bars by project enable the logged in user to see their upcoming scheduled task
hours
My Sched Hours & Remaining Cap
- Dashboard - running 3mos
Allows logged in user to see their monthly scheduled hours and remaining availability.
My Schedule Next 3 Months Summary weekly cross-tab for quick view of total capacity, scheduled, and available hours
for logged in user.
My Schedule Next 3 Months -
Detailed
Weekly cross-tab of scheduled hours by project for logged in user
Opportunity Pipeline - Exec
Dashboard
Bar chart for comparing $ amount in pipeline by sales stage
Portfolio Revenue YTD Bar chart of for comparing revenue, costs, and margin YTD. Designed for Dashboard use.
Portfolio Status for PM Portfolio Status report limited to projects managed by logged in user
Portfolio Status Report Dashboard list report for quickly reviewing project health. Focuses on health, effort,
revenue, schedule, and costs
Practice Revenue Performance Monthly trend line chart and cross-tab of revenue by practice
Project Health - Dashboard Stacked bar of revenue (RYG) by practice area
Project Hours and Cost Report List for reporting hours and costs for a given project using external labor rate
Project Invoice Projections This report is used to extract invoice projections from the schedule to be imported into the
Invoice Projections dynamic application
Project Revenue at Risk -
Dashboard
Dashboard list report that highlights the revenue potential from yellow and red projects
Project Status Report - Customer Status report for customer presentation.
Solution Config List - 3 - Dec 1, 2011 - 2:57:20 PM
Daptiv for PSA
Configuration Items List
Data Item
Type
Tabs Data Item Data Item Details
Report Reports V2
Projected Cashflow by Probability Projected and actual invoices by month and by project.
Projects Hours - Actual Hours by
Staff by Month
For a given project, monthly cross-tab shows all hours logged by resource
Resource Type Capacity Analysis Crosstab and bar chart of requirements by resource type with capacity line
Resource Type Capacity Analysis -
Dashboard
Resource Type Capacity Analysis preset for rolling 4 months forward
Resource Type Capacity Analysis -
Exec Dashboard
Capacity Analysis report set to forward looking 4 months
Resource Utilization Variance
Report
Weekly Alloc, Sched, Actual by type and name with variances
Resource Utilization/Variance
Report wPercent Utilization
Weekly Alloc, Sched, Actual by type and name with variances and % utilization based on
actual
Sched Hours & Remaining Cap -
Dashboard - running 3mos
Monthly sched hours and remaining cap for next 3 months for all resources
Sched Hours and Remaining Cap Monthly sched hours and availability by name and project
Scheduled Hours Remaining
Capacity and Utilization 3mo
Monthly cross-tab of capacity, scheduled, remaining, and utilization for logged in user with
project detail
Scheduled Hours Remaining
Capacity and Utilization 3mo
(Weekly)
Weekly version of Scheduled Hours Remaining Capacity and Utilization 3mo
Skills Matrix V2 Monthly availability of resources by selected skill sets.
Timesheet Actuals vs Planned by
Consultant
Monthly cross-tab for reviewing actual v planned and variances by project and resource.
Weekly Timesheet Analysis Cross-tab and bar chart of actual hours by department
Weekly Timesheet Analysis -
Dashboard
Cross-tab and bar chart of actual hours by department preset to last 30 days
YTD Invoiced Revenue by Project Cross-tab showing monthly actual invoiced revenue by project
YTD Utilization Report V2 List report of all resources with billing rates, cap, hours, utilization and utilization target
Solution Config List - 4 - Dec 1, 2011 - 2:57:20 PM