Slide 1 - Resource Planning, Project Management, Timesheets and ...

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Performance Management Presented By: Fran Craig, CEO Shimi Minhas, Partner Unanet Kinetek Consulting Monday, June 21, 2004

Transcript of Slide 1 - Resource Planning, Project Management, Timesheets and ...

Page 1: Slide 1 - Resource Planning, Project Management, Timesheets and ...

Performance Management

Presented By:

Fran Craig, CEO Shimi Minhas, PartnerUnanet Kinetek Consulting

Monday, June 21, 2004

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Kinetek Corporate Profile

Established business since 2002

Over 30 years of experience in planning, executing and managing enterprise software implementations

Privately funded, employee-owned

Offices in Virginia, Florida and California

Premier Cognos Solution Provider

Our consultants have experience implementing Oracle®, Microsoft®, Cognos® and Deltek® solutions in a number of diverse industries

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Unanet Corporate Profile

Established business since1988

In1998 reengineered from consulting to products

Privately funded, woman-owned, employee-owned

Based in Northern Virginia Technology Corridor with offices in El Segundo, California

Pioneer in professional services automation and web apps

State-of-the-art server-side Java (J2EE) application with over 6 years of actual production usage

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Business Management

Maximize Business Intelligence

Enhance Relationships

Unanet Technologies provides easy enterprise service automation software for organizations that need to reliably plan, track and manage their people and projects. Unanet's suite is reliable, easy to integrate with existing software and pays for itself in a few months time. Unanet provides resource management, project / opportunity management,

timesheets, expense reports and workforce collaboration.

Manage Opportunities / Projects

Forecast and Optimize Resources

Track Time

Record Expenses

Integrate Data Flows

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Performance Management

Their customers really love their product

There is a low cost of ownership with all of the functionality that a Project-based business requires.

Focused on building the best software to help companies manage people and projects

Implementation Consulting is 10% of Revenue

Why Kinetek has partnered with Unanet:

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Provide continuous insight into what's driving your organization's performance

Streamline business processes for profitability

Leverage your existing investments to deliver a single, secure, global enterprise infrastructure

Turn disparate data sources into a comprehensive view of the business

Provide access to timely, reliable information for sound decision-making

Performance ManagementHow Kinetek Fits In…

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Kinetek’s “One-Stop” delivers:

Web Based*: Planning/BudgetingReport AuthoringAd hoc queriesReport Viewing ScorecardsDashboardsAnalysis

For:Unanet PeopleUnanet Project Unanet TimeUnanet Expense Unanet PDA

Performance Management

* This functionality can be used for Non-Unanet Datasources as well.

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The Web-Based Solution for

Performance Managment

Sample Reports and Screens

www.kinetekconsulting.comDecember 2003

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Performance Management

Web Based: Planning/

BudgetingReport AuthoringAd hoc queriesReport Viewing ScorecardsDashboardsAnalysis

Kinetek’s “One Stop” Package for Unanet:

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Performance Management

Web Based: Planning/

BudgetingReport AuthoringAd hoc queriesReport Viewing ScorecardsDashboardsAnalysis

Kinetek’s “One Stop” Package for Unanet:

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Performance Management

Web Based: Planning/

BudgetingReport AuthoringAd hoc queriesReport Viewing ScorecardsDashboardsAnalysis

Kinetek’s “One Stop” Package for Unanet:

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Performance Management

Web Based: Planning/

BudgetingReport AuthoringAd hoc queriesReport Viewing AnalysisScorecardsDashboards

Kinetek’s “One Stop” Package for Unanet:

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Performance Management

Web Based: Planning/

BudgetingReport AuthoringAd hoc queriesReport Viewing AnalysisScorecardsDashboards

Kinetek’s “One Stop” Package for Unanet:

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Performance Management

Web Based: Planning/

BudgetingReport AuthoringAd hoc queriesReport Viewing AnalysisScorecardsDashboards

Kinetek’s “One Stop” Package for Unanet:

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Performance Management

Web Based: Planning/

BudgetingReport AuthoringAd hoc queriesReport Viewing AnalysisScorecardsDashboards

Kinetek’s “One Stop” Package for Unanet:

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The Web-Based Solution for

Professional Services Automation

Sample Reports and Screens

www.unanet.com

December 2003

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Sample Assignment E-Mail

From: [email protected] [mailto: [email protected] ]

Sent: Friday, September 26, 2003 3:47 PM

To: [email protected]

Subject: New assignment(s) for USIS Investigator for OFGI.AFI 00203F79001000 have been added.

Task: None

Date Range: (10/1/03 – 12/31/03)

Budget Hours: Unlimited

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Sample Timesheet

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Sample Expense Report

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Approval Queues

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Timesheet Audit Trails

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FROM: [email protected]: [email protected]

Timesheet for Anne Employee was set to submitted by AnneTimestamp: 7/16/01 11:09:43 AM EDTTime Period: 7/1/01 to 7/15/01

Timesheet awaiting action from: Joe ManagerSee http://company.unanet.com to take action

E-mail Notifications & Reminders

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Project Time Detail Report

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Project Status Report

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Utilization Report

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Performance Report

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Margin Report – Project Level

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Revenue Forecast Report

* Note: This report requires Unanet People Module

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User Calendar Report

* Note: This report requires Unanet People Module