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Deltek Maconomy Workspace Client A Whole New User Experience in Maconomy 2.x
29

Deltek Maconomy Workspace Client

Feb 11, 2017

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Page 1: Deltek Maconomy Workspace Client

Deltek MaconomyWorkspace Client

A Whole New User Experience in Maconomy 2.x

Page 2: Deltek Maconomy Workspace Client

AccountantsControllersAP ClerksAdministrators

Project AccountantsResource ManagersMarketersAdmin Assistants

Business DevelopersExecutivesProject ManagersIndividual ContributorsEveryone

You have options when accessing Maconomy

Touch

iAccess

Core Client

• Front office workers• PM, BD, general employees***• Time and expense• Approvals***

More Time

Mor

e D

ata

Less Time

Less

Dat

a

Mobile Devices Tablets Browsers WorkstationsM

obile

Dev

ices

Tabl

ets

Bro

wse

rsW

orks

tatio

ns

• Front office• Time and expense• CRM***

• Back/mid office workers• Heavy data entry• Core financials• Resource management• Proposals

To learn more about Maconomy iAccess: http://bit.ly/MaconomyiAccess

To learn more about Maconomy Touch: http://bit.ly/MaconomyTouch

But let’s learn more about the Workspace Client

Page 3: Deltek Maconomy Workspace Client

The Maconomy Workspace Client is an extensible interface that allows you to create a tailored view of key information from Maconomy all in one workplace. 

What is the Workspace Client?

Project Managers can put their key metrics and information about their projects in a view that is right for them.  Financial professionals can highlight key performance metrics in one screen without multiple reports.  Executives can have a unique dashboard for the performance of the firm right at their fingertips.

Page 4: Deltek Maconomy Workspace Client

Workspace Client | Efficiency & Control

Wouldn’t you like…

…so your firm could achieve the profit

you want?

…so you could have more time for billable work?

Page 5: Deltek Maconomy Workspace Client

Workspace Client | More Efficient

• Fewer screens and less clicks

• Quicker tasks, streamlined workflow

• A consistent user

experience

…so you could have more time for billable work?

…so your firm could achieve the profit

you want?

The Workspace Client streamlines workflow…

Wouldn’t you like…

Page 6: Deltek Maconomy Workspace Client

Workspace Client | More Efficient

• Fewer screens and less clicks

• Quicker tasks, streamlined workflow

• A consistent user

experience

Workspacesbring information

together

1

Linking & Drill-Ingives the

complete picture

2

Easy Look-Upputs info at your

fingertips

3

Portable Contentconnecting to web content, Excel™

4

The Workspace Client streamlines workflow…

Page 7: Deltek Maconomy Workspace Client

Workspace Client | More Efficient

Workspacesbring information

together

1Everything at your fingertips... No more hunting through tabs and menus!

Page 8: Deltek Maconomy Workspace Client

Workspace Client | More Efficient

Linking & Drill-Ingives the

complete picture

2

More information… easily just a click away

Page 9: Deltek Maconomy Workspace Client

Workspace Client | More Efficient

Easy Look-Upputs info at your

fingertips

3

Efficient search-as-you-type

Find just what you

want… no more

scrolling through

thousands of records!

Page 10: Deltek Maconomy Workspace Client

Workspace Client | More Efficient

Portable ContentConnecting to web content, Excel™

2

Easily extract data

tables... To use in

Excel however you

want!

Page 11: Deltek Maconomy Workspace Client

Workspace Client | More Efficient

• Fewer screens and less clicks

• Quicker tasks, streamlined workflow

• A consistent user

experience

Workspacesbring information

together

1

Linking & Drill-Ingives the

complete picture

2

Easy Look-Upputs info at your

fingertips

3

Portable Contentconnecting to web content, Excel™

4

Easierfor everyone!

Page 12: Deltek Maconomy Workspace Client

Workspace Client | Tighter Control

• Easy answers,

helpful guidance• Information tailored

to roles & tasks

• Everyone engaged in a common system

…so your firm could achieve the profit

you want?

The Workspace Client provides information and guidance

Wouldn’t you like…

Page 13: Deltek Maconomy Workspace Client

Workspace Client | Tighter Control

• Easy answers,

helpful guidance• Information tailored

to roles & tasks

• Everyone engaged in a common system

Wizardsguide users

through steps

5

New Informationin dashboards,

reports, & analysis

6

Graphical Alertsindicate potential

problem areas

7

User Preferencesconfigure views

just how you want

8

The Workspace Client provides information and guidance

Page 14: Deltek Maconomy Workspace Client

Workspace Client | Tighter Control

Wizardsguide users

through steps

5

No more user

guesswork… or

inconsistent

processes!

Page 15: Deltek Maconomy Workspace Client

Workspace Client | Tighter Control

New Informationin dashboards,

reports, & analysis

6

Easily see people,

project, and financial

performance

Page 16: Deltek Maconomy Workspace Client

Drill-in to details

Color-coded alerts

Workspace Client | Tighter Control

New Informationin dashboards,

reports, & analysis

6

Get interactive!…With reports that link you right to the details.

Page 17: Deltek Maconomy Workspace Client

Workspace Client | Tighter Control

Graphical Alertsindicate potential

problem areas

7No wondering… Direct your attention right to where it’s needed!

Page 18: Deltek Maconomy Workspace Client

Workspace Client | Tighter Control

User Preferencesconfigure views

just how you want

8

Just one of several ways: Re-sequence the columns, or sort on any column you like.

Page 19: Deltek Maconomy Workspace Client

Workspace Client | Tighter Control

• Easy answers,

helpful guidance• Information tailored

to roles & tasks

• Everyone engaged in a common system

Wizardsguide users

through steps

5

New Informationin dashboards,

reports, & analysis

6

Graphical Alertsindicate potential

problem areas

7

User Preferencesconfigure views

just how you want

8

The Workspace Client provides information and guidance

Page 20: Deltek Maconomy Workspace Client

Clients Say | 2.0 Works!

"The new workspaces

of Maconomy 2.x

empowers Project

Managers and non

financial users to

perform their business

management tasks in a

very intuitive way.”

“I can easily find the root cause of

discrepancies.“

“The new Maconomy

Workspace client is

very easy for me to navigate

between projects & the

functions I need.”

4,750 Users! 6,200 Invoices! User Roles!66,500 Timesheets! System Extensions!

“After timesheets are

submitted or a budget

is adjusted, I can

see the effectin real time."

The Workspace Client streamlines workflow…

…And gives everyoneinformation and guidance.

Page 21: Deltek Maconomy Workspace Client

Deltek MaconomyWorkspace Client

What is a Workspace? | Workspace Components

Page 22: Deltek Maconomy Workspace Client

Workspace Client | What is a Workspace?

A collection of dialogs structured around a single business

function

With everything in one place, you don’t have to go to multiple

separate views

Page 23: Deltek Maconomy Workspace Client

Workspace Client | Building Blocks

To Do’s

Tabs

Fields

Sections

Menu

Page 24: Deltek Maconomy Workspace Client

Workspace Client | Building Blocks

Sliding Panels

Page 25: Deltek Maconomy Workspace Client

Workspace Client | Building Blocks

Radio Buttons

Page 26: Deltek Maconomy Workspace Client

Workspace Client | Building Blocks

Actions

Page 27: Deltek Maconomy Workspace Client

Workspace Client | Building Blocks

Columns

Page 28: Deltek Maconomy Workspace Client

• Uses no browser plugins

• Not dependent on locally installed java versions = no java version issues!

• Includes majority of Maconomy core features and functions in a single UI

Other Important Things about the Workspace Client

Page 29: Deltek Maconomy Workspace Client

Deltek MaconomyWorkspace Client

A Whole New User Experience in Maconomy 2.x

To learn more about Maconomy iAccess: http://bit.ly/MaconomyiAccess

To learn more about Maconomy Touch: http://bit.ly/MaconomyTouch