ProjectHelp Customer Presentation

ProjectHelp Customer Presentation

Professional Services Automation


This presentation

• Company• PSA• Product• Services• Our work-methods• ProjectHelp in your organisation


Business Idea

• ProjectHelp shall develop and sell standard software for project-oriented businesses.

• Our staff and our products shall be market leaders in professional services automation - to optimise the value chain of consulting companies.

• Our products and services shall be sold via partners who are connected to existing ISVs with their own partner networks.

• We shall offer customers and partners a network of competent consultants.


History

• 1996– IntraView AS– Developed TimeEase

• 1999 – Visma bought 50% of IntraView AS

• 2000 – Intraview merged with Exense, which is listed on the Oslo stock exchange

• 2000 – Intraview founders buy rights to ProjectHelp and begin independent

development.• 2001

– ProjectHelp established in Norway, Denmark and Sweden.• 2003

– Partners established across Scandinavia• 2004

– ProjectHelp Consulting Group • 2005

– Singapore– UK– China


ProjectHelp organisationProjectHelp

Group

Product

OsloProject

ManagersSPB/India

Sales Consulting

ProductExperts

Consultants

Support

Direct Sales Partners

Channel Manager

Local Partner Contact

Sales

KAM

TechnicalConsultants

ImplementationConsultants

PSAConsultants


Customers

• Engineering– Dr. Tech. Olav Olsen, Myklebust, Devotek, Fartygskontruktioner

• Architects– LPO, Dyrvik, Origo

• IT&Telecom– Ascom, Precio

• R&D– Akvaplan Niva

• Biotech– Novozymes, Clinical Data Care, Trial Form Support

• Oil– British Petroleum

• Cars– Volvo Cars

• Banking– GE Money Bank


PSA

• Professional Services Automation• Business System for project oriented companies• Focus on delivering better projects to your clients

• PSA from ProjectHelp:– Software– PSA minded consultants

• Goal of PSA– Helping you to optimise the way you run your consulting

company– Improving the internal work process– Increase project profitability– Become more competitive


Automating the Value Chain

The Professional Services value chain.

• Core organisational activities, automated by ProjectHelp.

• Different ProjectHelp modules automate each ‘link’ in this chain.


PSA: Levels of automation

Level One : User Input

Employees fill in their timesheets and expenses electronically, which are in turn approved electronically, according to a defined process.



Level Two : Financial Output

Data from User Input is automatically processed, to produce invoices or be delivered to the accounts/payroll system



Level Three: Project Management

Projects are divided into separate activities, with specific budgets, with commencement and completion targets. Progress and financial data is tracked throughout by management.



Level Four: Resource optimalization

All company resources allocated to specific projects and mapped according to skills. Use the correct resources in your projects. Utilize the resources.



Level Five: Customer satisfaction

Customer able to follow entire process from quotation, through execution to invoice and review. Employees see the planned and actual communication (tasks, events, emails, documentation) with customer.


Challenges

• Access for everyone everywhere anytime• Quality of timesheet and travel expense information• Running several projects in parallel• Mix of fixed prices and time & material• Keeping track of all variation orders within each project• Making sure all resources are fully allocated• Producing correct invoices • Providing your customer with detailed documentation• Running according to defined project models• Standardised management reporting• Integrating all systems

ProjectHelp is the answer.

An easy to use, web-based, front-end system,used by the whole organisation

ProjectHelp automates the entire project lifecyle, providing the facts behind the business,

to deliver improved operational effectiveness and optimised profitability.

The Accountant: ”I need to be provided with accurate, quality data, that doesn’t need any reprocessing, so I can quickly create informative invoices and reports.”

The view from the Professional Services company:

The Consultant: ”I need to see my planned tasks, and to quickly report my hours and expenses anytime, anywhere”

The Project manager: ”I need to plan and track my projects in detail, with financial information at my fingertips and powerful reporting tools”

?

The Senior manager: ”I need to improve the efficiency of my company and ensure that every project earns money”

Modules

Integrations

Services

Packages

The ProjectHelp application contains many modules

Customer Relationship Management (CRM)Human Resource Management (HRM)Document ManagementResource AllocationProject Planning

... and many more

Clock In/OutTimesheetsTravel ExpensesCollaboration ToolsInvoicing

Modules

Integrations

Packages

Packages

ProjectHelp is sold in carefully defined packages:

Includes:PSA Level

Resource Allocation, Skills ManagementFourEnterprise

Calendar, Travel Expenses, Invoicing & ReportsTwoProfessional

HRM, CRM & TimesheetOneBasic

Modules

Integrations

Packages

Packages

ProjectHelp is integrated with many leading systems:

Like... ERP systems

from Visma, Hogia, Microsoft, SAP & Quickbooks...CRM systems

from SuperOffice, Siebel & Pivotal...Payroll systems

from Hult&Lillevik, Carat & Hogia...

...running on the ProjectHelp ILink platform, built on XML technology

Modules

Integrations

Packages

Services

ProjectHelp offer expert complimentary services

Hosting & Backup

Development Services

Implementation & Business Consulting

Training Courses

Technical Support

Modules

Integrations

Packages

Services

The complete ProjectHelp solution is delivered to customersby our network of certified and authorised partners.

Partners and customers are also supported by the ProjectHelp Consulting Group who deliver implementation,

training, support and business consulting services.


ProjectHelp Consulting Group

• Certified consultants– External system Channel Manager– Local Partner Contact– Key Account Manager– Sales– Project Manager– Technical & Support– Business & PSA Consulting– Training

• “Sitting next to you”– Working remotely via ”gotoassist” tool which ”take over”

your desktop


Partners

• Technology– Microsoft

• ERP integration– Vitari (Visma), Hogia

• Implementation– Accenture

• Value Addes Resellers– Maybe your local partner?


ProjectHelp Implementation process

• Proven process for quick and qualitative implementations• Built on Best-practises from many years of implementing

ProjectHelp for new customers• Involving your own employees

• Partners and Projecthelp Consulting Group are certified on the implementation process

• Consulting packages– Fixed price consulting packages– You define your own involvement and our engagement


ProjectHelp release 6

ProjectHelp is a standard software with two main releases every year

• ProjectHelp release 6, released in June 2005– 10 years application and knowledge– Always using latest technology

• New user interface

• Contains all of the main requirements coming from customers within our core market


ProjectHelp product platform

• MS SQL Server• 100% web based – all you need is a browser• Configurable user interface• Process oriented• Easy to use• Easy to learn• Complete Business system for professional services


Work processes

• PSA work processes• Internal work processes defined in the user interface• You can define your own processes• Several levels of sub-processes• Controlled by access right system

• Easy for the user to navigate and use• Securing high quality in your daily work


Warnings

• Built-in warning system for the complete system• Warnings on all business and logical objects• Displayed in user interface and/or sent by email• Configure your own trigger level for each warning• Build your own warnings


Planning

• Supports several project models• Templates• Java-gantt (MS Project compatible)• Calendar• Resource allocation


Execute

• Easiest and most powerful timesheet in the market– Project time and wage time (overtime, illness, vacation etc)– Daily comments– Import from calendars (ProjectHelp calendar or Outlook)

• Easy travel expenses– Rates are in the database, user can not do wrong according

to rules– Easy for user to fill in


Finance

• Produce your invoices in ProjectHelp!

• ProjectHelp is developed to produce excellent project-oriented invoices

• All project information can be placed on your invoices and on the invoice-attachments

• Provides your project managers with a powerful tool to manage all aspects of their projects including invoicing

• Easy transfer of your invoice information to your accounting ledger


Project Models

• Defining the right project model is the biggest challenge!• Understanding of how you want to run your business• Industry standard knowledge• Factors to think of:

– Quoting/contracting– Planning– Timesheet– Invoicing– Reporting


How are we working?

• Sales process– 1 – teaser– 2 – evaluation– 3 – analysis– 4 – customizations– 5 – integrations– 6 – consulting– 7 – solution– 8 – offer– 9 - order

• Product demos for all involved resources in your organisation• Detailed requirements specification• Workshop• Solution document


ProjectHelp in your organisation

• Easy to use timesheets and travel expenses• Well-known project structure• Project managers with well-defined responsibility• Consistency between offer, plan, timesheet, invoice and

reporting• Improved, more efficient and respected daily work

processes• Invoices sent early to your customer• Complete management overview

– Project portfolio – Resource allocation– Project finances


Next step

• Detailed requirement specification• Work processes to be improved• Priorities• Budget• Workshop



ProjectHelp Customer Presentation

Documents

levels of automationlevel

different projecthelp

specific projects

project managementprojects

better projects

correct resources

projectoriented businesses

intraview as2000 intraview