Deltek Insight 2019

Mott MacDonald November 19, 2019

MAC-02:Connect Business: The Best of Three Worlds

Daniel Patton, Mott MacDonald

Deltek Insight 2019Connect Business: The best of three worlds

Deltek Insight 2019

Mott MacDonald November 19, 2019

Standard disclaimer

3

Daniel Patton

Commercial Manager

E Daniel.patton@mottmac.com

T +1 781 223 3742

W mottmac.com

Introducing Mott MacDonald 6

Overview of Connect Business 7

Opportunities identified 13

Benefits realization and next steps 17

1

2

3

4

Agenda

Role based dashboards 205

Roadmap 245

Introducing

Mott MacDonald

Overview of Connect Business

“Connect Business is the foundation building block to enabling Group Strategy”

Mike Haigh, Executive ChairMott MacDonald

Deltek Insight 2019

Mott MacDonald November 19, 2019

Key benefits for the business

Click and play animation

1Win more work

Improved method of

capturing

opportunities

2Enhanced resource

management

New Connect

Resources tool

3Improved

profitability

Better access to

project information,

procurement

processes, and credit

and debt control

4Mobile access

Integrating all

information in one

system with new

platforms, including

the ability to use the

system on mobile

devices

5Improved

collaboration

Easier cross-entity

working

9

Deltek Insight 2019

Mott MacDonald November 19, 2019

CRM

Vision 7.6 (CU39)Projects/Finance/HR

Maconomy 2.4.4

A fully integrated ERP solution

One system, different modules

Resource Management

People Planner 3.8.6

Deltek Insight 2019

Mott MacDonald November 19, 2019

Connecting Connect Business

LEARNTrack Record for Create, Capture and Convince

DOProject Execution, Monitor & Control

DOProject Initiation and Plan

WINCreate, Capture, Convince

Customer Satisfaction Questionnaire

Decision to Invest

Live project and resource information used for proposals and reports

Project and resource information used for proposal and reports

Record Potential Client information

Decision to Capture

Decision to Bid

Proposal Approval

Bid Won/Lost

Pro

jec

t L

ife

cyc

le

Co

nn

ec

t B

us

ine

ss

REL Project

Budget Approval

CAAP

11

Con

ne

ct

CR

M

(Vis

ion

)

Con

ne

ct

Pro

jects

(Ma

co

no

my)

Con

ne

ct

Reso

urc

ing

(Pe

op

le

Pla

nn

er) Resource

Allocation

Budget creation

Budget updates

Resource updates

Resource Reporting

The best of three worlds….

Win probability

PRO and FEE Project(s)

Connect Business:

Let’s see what it looks like

Opportunities identified

Working alongside Deltek to capture opportunities

Deltek Insight 2019

Mott MacDonald November 19, 2019

Resourcing at the heart of budgeting

Opportunity – Improve integration between Maconomy and People Planner to enhance user experience

14

Opportunity

Improve integration

between Maconomy

and People Planner

to enhance user

experience

Solution

Move to task based

budgeting

Enhanced integration

between Maconomy

and People Planner

New tabs created in

Maconomy

Enhanced

functionality added to

People Planner

Outcome

Enhanced user

experience that allows

Mott MacDonald to

create detailed project

budgets that drive our

Resource

Management

approach

Deltek Insight 2019

Mott MacDonald November 19, 2019

Solution – Example 1 – Resource Allocations assistant panel

New tabs created in Maconomy

15

Working Budget

The PM has the ability to view Resource

Allocations against each Time and Amount

task. The PM can view the hours forecasted

each month as well as the cost and billing

associated with those hours

Baseline Budget

The resource allocations can also

be copied to the Baseline Budget,

allowing Mott MacDonald to have

a true baseline of costs and

resourcing

Deltek Insight 2019

Mott MacDonald November 19, 2019

Solution – Example 2

Enhanced functionality in People Planner

16

Project Managers now have the ability to see employee cost rate information when resourcing their project

Project Managers

can now

periodically

forecast Amount

tasks within

People Planner

Example of both

hours and

amount costs

visible within

People Planner

Benefits realization and next steps

A continuous improvement journey

Deltek Insight 2019

Mott MacDonald November 19, 2019

Deployment roadmap

Journey towards benefits realization

Business readiness Deploy Survive Benefits realization

6 to 12

months

in

advance

Go

Live

3 months

after Go

Live

Ongoing

The North America

deployment is now here

Deltek Insight 2019

Mott MacDonald November 19, 2019

Benefits Realization

Making the best of what we have

19

Revised process

Adapting our procedures e.g. when we do / do not do something based on the new or modified capability

Configuration and sprint managed changes

Modifications to enhance or support the new process / behaviour e.g. labelling, additional fields to collect information, update to access types

Sprint managed changes such as BO reports

General Support

Checklist, setup guidance, webinars, tips & tricks, and campaigns

Behavioural changes

Changing the way we interact

Role based dashboards

Taking advantage of the data available

Deltek Insight 2019

Mott MacDonald November 19, 2019

Account Leader dashboard

*Test data visual

21

Deltek Insight 2019

Mott MacDonald November 19, 2019

Project Manager / Project Principal dashboard

*Test data visual

22

Deltek Insight 2019

Mott MacDonald November 19, 2019

BMS Manager dashboard

*Test data visual

23

Roadmap

Supporting our thirst for innovation

Deltek Insight 2019

Mott MacDonald November 19, 2019

Mott MacDonald and Deltek roadmap

Three big questions…

1When to transition to iAccess for Projects? 2

When to transition to VantagePoint for CRM?

25

3When will People Planner seamlessly integrate with project planning tools?

“The launch of Connect Business is in the view of Deltek, one of the highest quality and most comprehensive training and awareness programmesundertaken by any of our clients, with a combination of training, videos, and supporting documentation. Mott MacDonald are leaving nothing to chance. Change management, training, and data migration have been key to Mott MacDonald’s planning from the outset, which has hugely minimized the risk, and increased the quality in the go live transition. Mott MacDonald have shown huge commitment to achieving a successful transition. The programme is an example to all clients of how to transition to a new Project ERP”

Chris McGhieSenior Director, Enterprise Customer Success, Deltek

Thank you

Deltek Insight 2019

Mott MacDonald November 19, 2019