Project Management Software on Salesforce Platform II

5 Avandel Appexchange

apps

> 500Custom Force.com application built

> 10000Salesforce users served

> 15 PDOAppexchange apps built for others

> 200Many years of total project

experience

> 40Certified Developers

> 100Salesforce Customers

> 10Countries served

> 50Employees

We are a team of innovators, consultants and Salesforce certified

developers who build solutions in and around the cloud.

www.avandel.com15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]

AGENDA

Built For Project PeopleBy Project People

Who built it? About Mehmet ErgunWhat Does It Cover?Problems SolvedWho Is It For?Feature Highlights

● Capture and Proposal Wins● Earned Value Management● Agile Methodology● Waterfall Methodology● Hybrid Methodology● Work Breakdown Structures● RFP Issue and Response Management● Time Management

About Mehmet Ergun Project Life Cycle Covered

★ Capture and Proposal Winning Expert★ 20+ Years of IT Project Experience★ 1000+ Client Delivery Projects★ Many lessons learned★ Range – Fortune 100, US Gov, Startups★ Global Team Collaboration > 10 years★ Salesforce Expert “Since The Beginning” 2000


● Proposal Management !!! End the PPT and Word Doc Nightmare.

● Work Breakdown Structures. (The impossible to maintain tree like requirement and task breakdowns).

● Full Story Package and Issue Life Cycle● Continue to Use Spreadsheets with

Google!● Keep time tracked against the

requirements!

PROBLEMS IN PROJECT FIRMS

● Separate systems for proposals, work break down structures, story boarding, project management, time keeping, expenses, communication status reporting, document management ! What kind of IT is that?

● SOWs don’t translate well into real world PM

● Change Orders, Issue Tracking not integrated

● NO ONE measures time and expenses on Project level tasks! Impossible to manage right.

● Waste of Time on project status reporting

Some Feature Differentiators ++


PROBLEMS IN PROJECT FIRMS

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★ All in ONE! Does everything you need in Project World and Professional Services Automation

★ Its built 100% on Salesforce! Comes with all that power of workflows and chatter.

★ Permanently put an end to project proposal, tracking, collaboration, delivery headaches.

★ Don’t change the way you work, just enhance it, and solve all your problems.

WHY EarnTHIS?

15635 Alton Parkway Suite 295Irvine CA 92618 | +1 949 275 2703 | [email protected]

WHY EARNED VALUE METRICS?

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★ Measures not just work budgeted, but also work planned, and, work done.

★ Disciplined but flexible and insightful

★ You don’t have to be the DOD to use it

★ Every project team, even agile teams, have project status and metrics reporting needs

★ Don’t reinvent the wheel, this stuff is proven

★ If you don’t like it, use other metrics – EVM is the Cadillac so Earn This can also report any way

Earn Value Chart

EV = Earned ValueAC = Actual Cost

CPI = EV / ACSPI = EV / PV

PV = Planned Value


SECTORS AND USE CASES

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Life Cycle Of a Project● IT Teams of All Types (Software, Systems,

Custom Dev, Internal IT, etc.)

● Government Contractors (Real ProposalManagement the Way the US Gov Wants)

● US Gov. State and Local Departments (EVM!)

● Tender Build, Release, Vendor Evaluations

● Professional Services Automation

Propose

Deliver

Manage

Collaborate Allocate

Contract

Initiate


PROPOSE

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● Put together proposals from proposal template sections!

● Turn complicated proposals into as easy as lego building and one click

● Never worry about word formatting, excel estimations, etc. ever again with different versions all of the place

● Collaborate on Proposals like you do in the real world

Proposal Section Templates


PROPOSE

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Points To Trees Labor Cost Estimation


PROPOSE

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MILESTONES

Plan&Req Elicitation Solution & Data Design Implementation & Testing Deployment & Roll-Out

Kick Off

Project Planning

Business Process Review

CRP (1)

Business Review Validation

Design Workshop

Solution Design

Data Migration Strategy

Data Mapping

CRP (2)

Business Review Validation

Config-Customization Validation

CRP (3)

Final Implementation

System Integration Training

User Acceptance Training

Prepare for User Training

Product Migration

Roll-Out

Training

Data Load Sandbox

Data Load Production


PROPOSE

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MILESTONES (EarnedTHIS view)


PROPOSE

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Pricing and Payments Schedule

● You can propose to RFPs, or build the RFP● If you’re going to subcontract, you can track tender

responses IN YOUR FORMAT● Standardize evaluations just like you would ● Take the position on either side of the fence● Propose IT, or Manage RFP Responses!

one-click rendering to PDF

Propose IT or Send It Out As an RFP


CONTRACTS

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MANAGE YOUR CONTRACTS★ Use SOW rollups from Projects★ See how much money is left★ See how much is needed to complete★ See projections on $$★ See and manage upcoming renewals★ See everything and then some more not listed

CONTRACT / SOW TRACKING● Maintain all your wins in SOWs● You can have more than one project per SOW● You can have more than one SOW per project● Manage recurring licensing SOW types● Manage recurring support SOW types● Fixed Contract Milestone Invoice Tracking● T&M Contract Forecasting


INITIATE

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● Call it whatever you want .. Discovery, Sprint Backlog, Sprint Planning, But It Must Be Done

● Use Flat, Use Trees, Use Numbering, Indexing, Estimation Using $$, Hours, Story Points ...

● Report on it and get hand shake with your customer

● You don’t like work packages? Too scary?● Its OK, just use flat Agile stories if that

floats your boat. EVM can relabel them.● EVM supports full Agile Sprint Planning● Milestones are still our friend.● Use flat spreadsheets, and EVM still number

and reindex it for you.

SET IT UP RIGHT! Don’t Want a Requirement Tree?


INITIATE

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USE GOOGLE SPREADSHEET● As Cool As our tools are, sometimes you want to

mass-update or add requirements in a spreadsheet!

● See and update all of your WBS data or Issues in a Google spreadsheet and collaborate!

● Perfect for organizing intensive UAT or feedback sessions.

USE WORK BREAK DOWN STRUCTURE● The Tree is Our Friend, but impossible to maintain with traditional tools● Go As Deep As You Want, Organize the Way You want to report and makes sense● Respond to complicated RFPs!!● Drag and Drop Tree Maintenance and Reindexing● Copy / Move Entire Tree Sections From Templates


ALLOCATE

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➔ Who is going to work and log time?➔ What resources are available?➔ What roles will they play?➔ Do you need to source new people?

● Issue and Track Open Positions● Log Candidacies● Manage Interviews● Track Resource Project Experiences!!● For client sourcing, Generate Resumes Automatically Customized For Each

Role / Project


COLLABORATE

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● Include customer, Reduce meeting times● Make them owners for issues an acceptances● Have them help, not block● Use workflows and approvals and URLs● Full transparency all the time = happiness● Make them a stakeholder in change

management● Don’t hide

Include The Customer In Collaboration

● With everything in one place, no hunting!● COLLABORATE don’t argue! Earn This becomes the

source of truth.● Use chatter don’t use email!● STANDARDIZE your project vocabulary and project

status reporting that makes sense to the teams and management.

● Don’t waste time on useless project management overhead

Single Source of Truth


MANAGE

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Package Build Life Cycle

Time Sheet

● Standardized Project Status Reports● Issue Open to Close Life Cycle● Change Order Management● Full Workflows and Approvals● Engage the Entire Team Including Customer● Daily Standups, Virtual or Physical● #Last24# #Next24 Posts● Automated Issue Creations● Email to Issue Support● And a gazillion more Features to Run a Project

TRACK TEAM TIME PROPERLY

● Using a separate time system is crazy!● You’re estimating in one system, and logging time in

another?● You can not separate time keeping from your project

system.● Earn This! Allows time tracking against any package /

story OR the project issues.


DELIVERY

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● Data Dictionaries Produced! And Delivered!

● Story Catalogs Produced and Delivered!

● User Guides Built Along the Way and Delivered!

● Technical Guides Built Along the Way and Delivered!

● Continuous Release means Continuous Training Delivered!

● Customer Acceptance from Day One!


www.avandel.com

REAL-TIME CLOUD-BASED TECHNOLOGY


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Project Management Software on Salesforce Platform II

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