VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete...
Transcript of VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete...
![Page 1: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/1.jpg)
VPVI-19 Using Deltek Collaborationto Drive Project Team Success
Lisa Rabideau, Deltek
![Page 2: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/2.jpg)
Agenda
Deltek Collaboration Overview
Where we are today
Where we are going
How are we getting there
![Page 3: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/3.jpg)
Collaboration Triangle
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.
Corporate Control
Onboarding & offboarding
Export, archiving and
usage reports
A filtered view of
everything important to
you.
Personalized settings to
control when and how you
get notified.
Bringing people together in a
space around a common
purpose to get things done
together, faster.
![Page 4: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/4.jpg)
Collaboration Spaces
![Page 5: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/5.jpg)
A Space is for a Team
![Page 6: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/6.jpg)
» Space Type: Opt In or Invite only
» Space Templates
» Robust Search
» Multi-level folders
» Tags
» Robust Search
» Multiple Space Owners
» People Groups
» Space events and Calendar sharing
» Tasks
» Owners & Followers
» Anyone or Everyone must complete
» Checklists, Files, Polls, Surveys &
Notes
» File management
» Conversations
» Files, Polls, Surveys & Notes
Space Features
![Page 7: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/7.jpg)
Connecting People to Communicate in the Context of a Purpose
![Page 8: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/8.jpg)
Getting things done!
![Page 9: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/9.jpg)
File Management
![Page 10: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/10.jpg)
Corporate Control
![Page 11: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/11.jpg)
» Organization control and ownership of spaces
» Account administrator role and console
» Easy user on– and off–boarding
» Usage reporting and analytics
» Export and eDiscovery
» Company based file storage limits
» File retention management
» Monitoring for Inappropriate
comments
» Integration with Dropbox, Box,
Google Drive & Docs
» Space Templates
» Deltek Product integrations
» Unlimited Spaces and Guests
Corporate Control Business Account Features
![Page 12: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/12.jpg)
Account Management
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 12
![Page 13: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/13.jpg)
One Space for a Project Team
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 13
Consultant
Internal Team
Client
![Page 14: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/14.jpg)
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.
Collaboration across your Deltek Suite
Airport
![Page 15: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/15.jpg)
Personal Productivity
![Page 16: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/16.jpg)
» Profile
» Profile settings to manage
conversation digests &
notifications
» Reply by email
» Collaboration Widget
» Search
» Home View
» Mark all read within a space
» Mute conversations
» Favorite a conversation or a
comment
» Agree with a comment
» Urgent & @mention comments
» 1:1 chats
Personal Productivity Features
![Page 17: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/17.jpg)
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.
Space Categories & Profile Settings
![Page 18: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/18.jpg)
Space Overview
![Page 19: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/19.jpg)
Where we are,what we have learned & where we are going….
![Page 20: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/20.jpg)
Collaboration Evolution
![Page 21: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/21.jpg)
Technology Today: Client Side
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.
Web
• Real-time
messages
• CanJS
• Jquery
• SASS/CSS
• Dynamic, real-time user interface makes
Collaboration more engaging for users
• No plugins or downloads required and supports
all major browsers. This makes engaging with
people inside and outside the company easy.
• Javascript libraries used are not as performant as
newer libraries.
Mobile (Collaboration
Widget)
• Angular
Javascript
library
• Runs in
browser
• No requirement for store downloads.
• No app to keep up to date.
• Conversation focused UI.
• Shared codebase for mobile and embedded
access (e.g. from within Vantagepoint).
![Page 22: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/22.jpg)
» Where can we improve?
» What is working?
» Interviewed
» Powers Users
» Occasional/Reluctant Users
» Document Focused Users
Listening to Users
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 22
![Page 23: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/23.jpg)
What we learned from Users
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.
» Companies that go ALL IN are the most successful because collaboration becomes part of the culture.
» IT has found success in creating spaces for hyper-sensitive issues where an ad-hoc team space is created on the fly to bring together the right people to solve issues. User groups are also popular where the community helps itself often eliminating the need for IT to solve the same issue repeatedly.
» Accounting departments like using a Collaboration space to connect multiple offices to coordinate month end close and financial reporting.
» Companies want collaboration seamlessly integrated across all Deltek solutions.
![Page 24: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/24.jpg)
Where We can Improve
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.
» Teams need tighter control around who can edit & delete documents.
» Users demand a consistent experience regardless where and how they are collaborating.
» Users want to share, discuss and make revisions to project documents and be sure there is a single version of the truth.
» Users want what they need most to be productive at their fingertips.
» Users want a similar look, feel and experience across all their Deltek products.
![Page 25: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/25.jpg)
Introducing Managed Project Spaces» How do you ensure everyone on the project team is working
off of the same document revision?
» How do you compare a prior revision’s comments to the
current document today?
» How do you control who can replace documents today?
![Page 26: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/26.jpg)
» Projects have sub-teams
» File Folders need permissions
» Reviewer, Contributor, Manager, Owner
» Documents can have many revisions
» Comments can be specific to a revision
» Many team’s project documents are in PIM
» Upload once, share and collaborate
Project Document Focused Spaces
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 26
![Page 27: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/27.jpg)
Managed Project Spaces
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.
![Page 28: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/28.jpg)
Folder Level Permissions
Folders I do not have
permissions to are
invisible to me
![Page 29: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/29.jpg)
Documents, Versions and Comments
![Page 30: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/30.jpg)
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 30
![Page 31: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/31.jpg)
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.31
![Page 32: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/32.jpg)
The Future of Deltek Collaboration
‘Classic’ collaboration spacesNew Technology
Managed Project Spaces only for now
Future home for all spaces
![Page 33: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/33.jpg)
Technology: Client Side –Tomorrow
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.
Web (classic spaces)
• Real-time messages
• CanJS
• Jquery
• SASS/CSS
• Provides complete Collaboration experience.
• Javascript libraries used are slower than newer ones.
• Not designed for large data volumes.
Web (managed project spaces)
• Real-time
messages
• React
• SASS/CSS
• Incredibly flexible, especially for creating complex and
modular user interfaces.
• State of the art performance.
• Designed from ground up for very large data volumes.
• Currently centred on documents and attachments..
Mobile (Collaboration
Widget)
• Angular Javascript
library
• Runs in browser
• No requirement for store downloads.
• No app to keep up to date.
• Conversation focused UI.
• Shared codebase for mobile and embedded access (e.g.
from within Vantagepoint).
![Page 34: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/34.jpg)
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.
TODAY Future
‘Classic’ spaces
rebranded in existing
technology
New ‘Managed spaces’ in
new technology.
Shared framework across
all spaces and platforms.
User research, Innovation &
Usability testing are driving this!
![Page 35: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/35.jpg)
How to Learn More & Provide Feedback
» PIM -09 Collaborate with Your Project Stakeholders
at a New Level with Deltek PIM and Deltek
Collaboration Wednesday at 4:30 in Sanibel 2-3
» Stop by the UX Kiosk in the Expo Hall to share your
Insights with us!
» We are looking for usability participants who are heavy
project document users to help us evaluate concepts for
Deltek Collaboration Plus. If your company is interested
drop us a business card.
![Page 36: VPVI-19 Using Deltek Collaboration to Drive Project Team ... · » Anyone or Everyone must complete » Checklists, Files, Polls, Surveys & ... sensitive issues where an ad-hoc team](https://reader034.fdocuments.net/reader034/viewer/2022050423/5f9250758f61c325206674c3/html5/thumbnails/36.jpg)