PMComplete Deliver more. Manage less. Business Management System (BMS) Enterprise Project Management (EPM) Professional Services Automation (PSA) PM… Complete Because projects don’t operate in isolation. People Management Personalisation Management Plant Management Platform Management Portfolio and Programme Management Practice Management Process Management Procurement Management Product Management Programming Management Project Management Property Management Prospect Management Contents Introduction 4 Practice Operations PMComplete Pty Ltd – The Company Business Process Management (BPM) PMComplete Overview – The Product Calendar Management Investment Collaboration Key PMComplete Benefits Customer Relationship Management 17 Computer Assisted Software Engineering (CASE) Gold Clients Document Management Marketing Environmental Management Sales Management Knowledge Management (KM) Salesperson Learning and Development Management Sales Analysis and Client Analytics Library Management Enterprise Project Management 19 Meeting Management Overview Office Management Project Registers People and Workforce Management (HR) Agile Project Management Plant and Facilities Management (FM) Portfolio, Programme and Project Office (P3O) Practice Financial Management Project Portfolio Management (PPM) Product Lifecycle Management (PLM) Business Intelligence and Performance Management 33 Dynamic Dashboards and Agents Pivot Tables Rich Views Contents Record Lists 27 Review, Inspection and Assessment Management ServiceDesk Management Survey Management The Board The Enterprise Way and the Practice Portal Timesheet Management 3 PMComplete Pty Ltd – The Company Who We Are PMComplete Pty Ltd is a full-service project management firm that provides a complete suite of project management professional services and tools. We have a deep industry expertise and knowledge of most business processes with extensive domain experience and specialise in: Project reviews Project scheduling Project procurement The business aspects of projects Managing projects Training on project management topics Mentoring projects Mentoring Project Managers Mentoring Project Sponsors Consulting on project management processes Capability assessments Carreker International Commonwealth Bank of Australia Evidence Technology NSW Lotteries Software Project Assist “At Oxon, “PMComplete” is a verb, like “Xerox”… synonymous with getting work done.” David Archer, CEO Oxon Data Systems “Probably the most useful course I have attended on any subject. Will improve my dayto-day job performance significantly.” Course Participant How We Do It “Awesome course. Should be mandatory in more companies for Project Managers to attend. So many valuable tips to take away that we can use on Day 1 I've never been to a course where the handouts and resources have been so useful. Thank you for sharing your knowledge and experience with us!” Course Participant We can use your processes, procedures, check lists, standards, guidelines, templates and tools or we can use our own. We can leave ours with you at the end of the engagement. We can provide knowledge transfer. Clients 4 EDS MLC Optus Steelmark Eagle and Globe Telstra Testimonials We also supply advice, training and primers as well as help Clients optimise their information technology investments together with licencing specialised and unique tools that support these and other management activities. We have recently provided professional services to: AAPT Australian Computer Society The following are some of the companies that use PMComplete: What We Do ECard (ANZ Bank) Insurance Australia Group Network Ten Project Management Institute Sydney Water Corporation Veolia AuctionsPlus Chartered Secretaries Australia “We would never have achieved our ISO 9001 certification without our use of PMComplete to run everything in our business except for General Ledger and Payroll. This includes marketing campaigns, proposals, contracts, purchase orders, invoicing, timesheets, expense claims, projects (schedules, costing, revenue, and profitability), equipment installations, equipment tracking, document management, process management, service calls, work orders and Board reporting.” Peter Carter, CEO Evidence Technology PMComplete Pty Ltd – The Company PMComplete Overview – The Product Introduction PMComplete… because you need to have the complete solution for your practice, portfolios, programmes, projects and operations. PMComplete is an innovative and industry-leading solution that provides every conceivable feature that you would want for managing every aspect of your projects, programmes, portfolios and practice. We believe strongly that today the project management practitioner needs a complete and fully integrated system to effectively manage in an increasingly complex and demanding environment. There are many integrated project management packages available today. Most provide much improved project planning and management. Some address programme management. And, the better ones allow you to manage a portfolio. However, most specifically target just two or three aspects (like scheduling, costing and resourcing). Those that truly support enterprise programme management catering for Return on Investment (ROI) and beyond to explicitly deliver on benefits realisation are rare indeed… and very expensive. Many do this at the expense of minimising support at the grass roots of project management. None of these solutions are good enough. PMComplete is a Business Management System that can provide a complete enterprise-wide solution. You can use it to run: Your whole enterprise (eg, for professional services firms) Your Board (ie, for your Board of Directors, their meetings and reporting as well as their specialist committee activities) Your IT Department (eg, for your Portfolio, Programme and Project Office (P3O), Solution Centre, Software Development and Operations groups) Your Sales and Marketing Departments Your Projects (business and IT as well as internal and external) Your Training (eg, for the delivery of training courses internally and externally) or any combination of the above. You can implement as little or as much functionality as you like at your own pace and timing. Progressive implementation is the norm. Progressive implementation can be at the: PMComplete Overview – The Product Process level Enterprise level Project level System User level As you would expect from a product that was first installed in 1992 and is still being sold and installed, it has undergone continuous refinement over this time in terms of functionality, ease of use and operating platform. Major Features Major features include: Business objectives and strategy management Document management Portfolio and programme management Project management Resource management Sales opportunity management Time and attendance management Training management The Differentiators The sheer breadth and depth of functionality makes PMComplete unique because it addresses so much, it is truly “complete”. PMComplete looses nothing to more well-known products. Some of the features you are unlikely to see in our competition that makes PMComplete the complete enterprise solution include: RoadMaps are included for all of the major functions providing checklists and drill-down to all PMComplete’s extensive functionality. RoadMaps provide a combination of process flow, check list memory-joggers and menus from which to choose. There is even a detailed series of RoadMaps used to plan and execute the implementation of PMComplete. There are more than 60 dashboards, portals and scorecards from which you can select as your home screen as well as display at any time. These display charts and traffic lights to highlight potential problems as well as provide links to commonly-needed PMComplete functions, reports and charts 5 6 At the screen level you can access your own policies, processes and procedures with a single click to display how and why you would perform the function and the techniques available PMComplete automatically maintains its own e-mail distribution lists as you use the system and allows you to communicate and attach files quickly. Email all those in any company, any organisation unit, working on any programme or project as well as selected people lists All reports can be stored and e-mailed as an attached file All report parameters can be stored for future re-use An overview report is available for every Person, Company and Project. Imagine being able to have every possible piece of information on that Company to support you before you call on a Client. Just imagine being able to view instantly all outstanding activities for an employee when they resign or are re-deployed Explicit support for: o Project Management Body of Knowledge (PMBOK®) o Microsoft® Solutions Foundation (MSF) o Projects In a Controlled Environment (PRINCE2™) o Information Technology Infrastructure Library (ITIL®) o Sarbanes-Oxley (SOX) o Capability Maturity Model Integration (CMMI®) o Others Explicit support for managing internal projects: o Cost/benefit analysis o Benefits tracking and realisation o Alignment with business objectives o Project ranking by a variety of indicators (eg, total cost of ownership, net present value, return on investment, etc) o Business management o Improved ability to execute strategy Explicit support for managing external projects: o Revenue o Profitability o Contribution o Client-specific project status reporting Project schedule analysis, to drive standardisation and rigour as well as drive out logic and other errors from your project schedules Microsoft® Project replacement A rich suite of over 105 different project registers Designed for business projects Holistically address both Business as Usual as well as projects Practice economics (eg, rate realisation, billability and utilisation) Template work breakdown structure (WBS) work packages, tasks, documents, risks, charts of accounts and surveys Earned value and earned schedule management (EVM) “What does success look like?” button on all project dashboards to remind everyone why we are doing this project as well as what’s important Generic Features The Basics The interface is intuitive and Microsoft®-like Full audit trail of all system activity (including audit trail reporting and history display) Fully integrated, key-it-in-once (from marketing campaign through to sales and handover to project to BAU, no data is duplicated) Multi-concurrent users, multi-company, multi-location and multi-currency Web Based PMComplete is fully web-based, making it accessible globally by staff, contractors and your Clients. It requires no special software be installed on any client workstation. PMComplete Overview – The Product It requires a thin client, meaning there are no problems during implementation or with new releases, thereby reducing your total cost of ownership. It also means: Any device (including tablets for Board, Salespeople and Project Manager usage) Any version of any modern browser Anywhere (with dynamic tailoring for different English dialects) Anytime (24 X 7 X 365) System Administration PMComplete provides a full complement of system administration functions to allow both technical as well as business system administration to be performed pain-free and with low effort. Functions include: System user maintenance Flexible data backup plans Data archiving Data purging Security WorkFlow transaction management New PMComplete software release installation PMComplete response time statistics reporting Many transaction types can have WorkFlow enabled, thereby allowing them to be automatically passed to a person configured with the correct delegated authority to authorise them on-line and without any paperwork involved. The “Financial Transactions Requiring Attention” and the “Non-Financial Transactions Requiring Attention” reports as well as the “Forthcoming Activities” report provide warnings about transactions that need to be addressed. Data Exchange and Integration PMComplete can be integrated with a wide variety of systems (eg, Microsoft® Word and Excel) based on comma separated values (CSV), extensible markup language (XML), iCalendar or vCard formats. Data can be exported and imported. There are also specialised functions for exporting and importing to/from Microsoft® Project, Microsoft® Outlook® and MYOB. These can be used during: Utilities A comprehensive suite of utility functions (eg, change password, etc) is provided. Alerts, Escalations, Notifications, Reminders and WorkFlows PMComplete contains a rich suite of alert, escalation, notification and WorkFlow functionality that can be configured to meet your specific needs. Alerts are an e-mail message that informs an interested party that a threshold date has been past. Escalations are an e-mail message that informs an interested party that a threshold value has been exceeded (usually associated with a service call’s Service Level Agreement). PMComplete Overview – The Product Notifications are an e-mail message that informs an interested party that a record has been added, changed, deleted, authorised or closed. Reminders are an e-mail message that informs an interested party that some activity needs to be performed. WorkFlows are an e-mail message that informs an authoriser that a transaction needs to be authorised. Initial data take-up and conversion: o Importing from existing systems (eg, Salesforce® and Microsoft® Excel) o Export from Microsoft® Outlook® On-going: o Timesheet importing o Integration with your financial system o Integration with local Microsoft® Outlook® Security PMComplete is fully secure and tailorable, providing each user with easy access to the functionality and data that they require when or as they require it. Extensive security models can be implemented over and above the basic sign-in username and password, for: 7 Workgroup User group Project (5 different security models) Client data hiding (eg, costs and flagged risks) Vendor data hiding (eg, revenues, profits and flagged risks) Data ownership Menu item access (with separate add, change, delete and display permissions) PMComplete can operate over the Internet with or without a Security Certificate. Fast Install and Implement A fast implementation duration and effort means realising the benefits of using PMComplete faster. We take a process-based approach to implementing PMComplete. Your current capability maturity level is initially assessed for each desired process area and then quick wins are identified. Work required to improve your processes before and during implementation is also identified and assigned to implementation team members. Pre-existing PMComplete Pty Ltd artefacts (eg, policies, processes, procedures, check lists, standards, guidelines and templates) that may be used to kick-start your process journey are also identified and utilised. Over 50 installation RoadMaps are provided to guide the implementation team. Also available are: 8 Formal training courses (8 are available) Integrated, on-line tutorials for all sub-systems (45 are available giving over 20 hours of hands-on training) Context-sensitive on-line help available at the sub-system screen and report level (over 1,500 pages are available) “In-your-face” usage tips on infrequently used screens Usage guides (4 are available) Quick reference cards (6 are available) RoadMaps (665 are available) Wizards (including “New Users Start Here”) (178 are available) Configurable PMComplete can be tailored to your specific needs. It is not just a one-size-fits-all solution. It can be configured at a site level for: Tailorable transaction maintenance screen fields (to reduce screen clutter) Data entry prompts (to explain what data is expected in a field) Extensible fields (also known as “user defined fields”) (to allow recording of additional data) Default field values (to reduce data entry time and errors) Transaction classifications (to classify transactions your way) Own RoadMaps (to document your own processes) Own introduction message displayed on sign in screen (to make PMComplete your own) Site branding with own logo on screens and reports (to make PMComplete your own) Own replacement Wizard text (including your own specific role primers) Standard text messages to be displayed on the bottom of purchase orders, quotations and proposals, creditors invoices, debtors invoices, work orders, service calls and project changes and variations The format of printed timesheets (choose from 4 different layouts) Automatic display of your specific procedures describing how you want your staff to use a particular PMComplete screen Personalisation Individuals can tailor the look, feel, screen field defaults and other operational characteristics including dashboards to meet their own preferences. Ease of Use/Useability We don’t just say it, we mean it. PMComplete is easy to learn and use. Multiple menu systems Multiple paths to the same functions and data from: o Menu (including a menu search function) o Tree views o Dashboards. Portals and Scorecards o Wizards PMComplete Overview – The Product o o Search centre (a centralised search function) “What Would You Like to do Next?” screens with common options being displayed after a function has been performed Following web user interface standards: o Pop-up date-picker calendars o Auto complete drop-down lists o “My Tabs” (to display only those transactions that are for the current System User) o Traffic light reporting (for at-a-glance status understanding) o Drill-down capability from all screens and reports o Rich client functionality (to make the web experience more “PC-like” as well as reduce workstation-to-server roundtrips) o Automatically opening of the printer dialogue when clicking on printer-ready reports Many techniques to reduce data entry and to mistake-proof it: o Strong typing/classifying of transactions o Generic equipment unit contains attributes common to all specific equipment units of the same type o Generic meeting contains attributes common to all specific meetings of the same type o Buttons on screens to copy transaction data through each step of the sales lead-to-sales opportunity-to-proposal-to-purchase order-todebtors invoice process o All Australian postcodes and all country’s states come pre-loaded to allow for data validation o When entering budgets and forecasts into the integrated spreadsheet, a single value can be entered and then spread equally across a number of periods o Once agreed, project budgets can be frozen so that they cannot be updated again o Once reporting has been completed for an accounting period, it can be closed so that financial transactions cannot be accidentally backdated. Similarly, forward-dating can be strictly controlled to avoid mistyping transaction dates, etc PMComplete Overview – The Product Hardware and Software Platform Server infrastructure required to run PMComplete is: Microsoft® SQL Server® Microsoft® Internet Information Server (IIS) For low volumes, a single server is sufficient. Implementation is typically across 2 servers but can be configured in server farms. On-The Job Learning/Continuous Improvement PMComplete has a strong commitment to on-the-job learning and continuous improvement for System Users. This doesn’t get in the way of using the system. 9 Wizards and RoadMaps provide a wealth of information accumulated from over 30 years of managing projects. These lead System Users through the steps required to perform each process. Project Sponsors, Business Project Managers, Client Project Managers, Business Team Leaders, Senior Business Users, Organisation Change (Transformation) Managers, Process Owners, Senior Users, Training Managers and Programme Managers are responsible for managing the business aspects of projects. The people assigned to these project-based business roles are often inexperienced in planning and performing this work. They are usually sourced from “the business” but may also be sourced from the IT Department. This may be the first project that they have been involved in and/or the first time that they have had to perform these roles. This means that they don’t know what to do, how to do it and when to do it. This then means that they need to be supported in their project work. But, typically, the IT Project Manager doesn’t have the time and/or doesn’t have the experience either to provide this support or to do this work. Often, the IT Project Manager already has enough to do. This leads to this business aspects work getting performed in a half-hearted manner and the activities are performed (or not) in a sub-optimal manner. Also, the project activities that these roles perform are often quite different to the technical project management role of managing scope, time, cost, quality, etc. Thus, different tools are also required to enable these roles to perform optimally. Also, it is rare to find succinct, instructional material that can help explain best practice for these roles. The Solution PMComplete is the complete, integrated tool for managing all of the business aspects of projects with a view to ensuring that they are successful. PMComplete provides tools that have been explicitly designed to support these business roles in performing their project activities. For most enterprises, the benefits of professional project management are starting to be realised in the management of the technical aspects of projects. However, the same can’t be said for the management of the business aspects of projects. The management of the business process management, organisation change (transformation), data cleanup and conversion as well as the training aspects are usually “in the dark ages”. Until now. 10 As well as providing tools, PMComplete also provides very detailed role primers that explain the role, how to fill it and how to perform it. These role primers can be used as-is or as a starting point for developing/tailoring your own roles and responsibility definitions. As well as this, PMComplete also provides detailed explanations on how to perform the processes that these roles perform. PMComplete Overview – The Product PMComplete does not replace any pre-existing project management tool that may already be in use. In fact, it has been designed to complement it, because it can integrate with a variety of these tools. What Can I do with PMComplete? View portfolio, programme and project health quickly Compare portfolio, programme and project costs, benefits and revenues Automate core process authorisations including timesheet, leave, expense claim, debtors invoice, creditors invoice, purchase order and proposal submission Automatically produce debtors invoices for both time and materials as well as fixed price projects and other billable activities (eg, service calls, work orders and training) Report Client, portfolio, programme and project profitability on demand Manage document storage and transmittals Access project information from anywhere at any time Collaborate with Clients, vendors, sub-contractors and teams based anywhere in the world (including working from home) Review project status in a teleconference or conference room without the need to prepare additional reports (eg, during weekly project status review meetings) Review sales opportunity status in a teleconference or conference room without the need to prepare additional reports (eg, during weekly sales status review meetings) Track the status of every aspect of your portfolios, programmes and projects including action items, changes/variations, work products, issues, risks, service calls, tasks and work orders Manage portfolio, programme and project scope, schedule, costs, revenues, quality, human resources, communications, risks and procurements Relate projects to business objectives and measure alignment Manage the sales funnel including all Client contacts and the status of all sales leads and opportunities Manage business processes, including process assessments and certifications Track staff skills, experience and résumés PMComplete Overview – The Product Administer key holders, equipment registers, parking spaces and telephone lists Provide a self-service facility for staff to view their leave entitlements, résumés and other employment data about themselves Provide a self-service facility for Clients to enter and track the status of their own service calls, change requests and action items Eliminate spreadsheet-based project and enterprise budgeting, forecasting and actual reporting 11 Investment PMComplete requires a low total cost of ownership (TCO). Microsoft® SQL Server® licenses Microsoft® IIS license Web browser licenses Hosting Options Your PMComplete hosting options are: Configuration Options PMComplete can be licensed either on a: Base modules plus selected optional modules basis, or Complete system (ie, all functionality) basis License Fee Models License fees can be based on either: Per named user (in increments of 5), or Per site License fee can be either: One-time, or Subscription based Inclusions Included in the PMComplete license fee is: All documentation All on-line tutorials All system administration tools All .DLLS All fonts Exclusions Excluded from the PMComplete license fee is: 12 Microsoft® Windows licenses Host on your own infrastructure Host on your choice of Internet Service Provider’s (ISP) infrastructure Have PMComplete Pty Ltd organise for our ISP to host it for you Initial Support Options Bundled into the base price of PMComplete is 5 person days of installation and set-up support. Additional support can be acquired if desired. At the start of implementation, we agree how this support will be used when agreeing roles and responsibilities. It could be used for any or all of: General implementation consulting Training Data take-up and conversion Process consulting Software installation and configuring PMComplete Pty Ltd also provides a web site that contains a collection or over: 85 Check lists 15 Document templates 5 Guidelines 35 Key decisions 65 Moment of truth activities 85 Patterns 25 Policies 175 Procedures 35 Processes 10 Standards that can be used as starting points for PMComplete Pty Ltd Clients. Investment On-Going Support and Maintenance Options On-going support and maintenance can be provided on an annual, pre-paid basis. This includes requests for assistance as well as the provision of new versions of the software. We encourage Clients to use their version of PMComplete to record all PMComplete support and maintenance activities (ie, service calls, change requests, defect reports and work orders). These transactions are then configured using WorkFlow to automatically notify us and for us to then work on them. It allows you to monitor progress which we update on your version of PMComplete. than you could imagine because of our rapid implementation tools and process-based approach. To find out more, please visit our web site at www.pmcomplete.com. There, you can review more detailed descriptive material as well as view a demonstration and obtain more information on the benefits of using PMComplete. Why not call us for a confidential discussion and book a meeting for a PMComplete consulting team member to assess your needs and develop your best path forward? PMComplete Pty Ltd provides a separate on-line User Acceptance Testing (UAT) web site for testing new versions of PMComplete so that you do not need to maintain your own User Acceptance Testing site if you so wish. PMComplete Pty Ltd can also provide document templates, policies, processes, procedures, check lists, standards, guidelines, key decisions, moment of truth activities, etc for you to use to get yourself up and running quickly. PMComplete Pty Ltd also distributes an occasional newsletter. Training Options The following formal training courses can be delivered: PMComplete Basic Introduction (0.5 day) PMComplete Importing and Exporting (0.25 day) PMComplete for Project Managers (1 day) PMComplete for Sales and Marketing Staff (0.25 day) PMComplete for Finance Staff (0.5 day) PMComplete for Business System Administrators (0.25 day) PMComplete for Technical System Administrators (0.25 day) PMComplete for Company Secretaries (0.25 day) Call to Action Please consider PMComplete and save yourself thousands of dollars and many months of implementation and support effort. We can have you up and operating much faster Investment 13 Key PMComplete Benefits Because PMComplete has this feature… Single, integrated system You will benefit by being able to… Maintain data only once Ensure there is a single view of Clients from the sales process, the project process and the operations process Ensure there is only one version of the truth when it comes to all reporting Eliminate reconciling and consolidating between multiple systems Learn only one system Reduce deployment and support costs Reduce the clerical effort and ceremony required to keep information up-to-date Standardise all processes Standardised reporting Portfolio reporting Reduce additional effort, since created as a by-product of project reporting Useable by everyone in the organisation Address a wide range of skills, experience, aptitude and desires by teaching people the best practice approach Developed in Australia Complete, feature-rich system Web/Internet-based than doing paperwork Dispense with developing own tools Dispense with on-going maintenance and support of own tools Improve employee morale because they will be able to get more done with much less stress Insist on Project Managers report on Earned Value and Earned Schedule as well as other formalised techniques Access PMComplete from anywhere Access data quickly because of the ground-up design approach to building PMComplete Many sophisticated enquiry functions Require less paper-based reports means less lost trees Have all report recipients access data whenever they want, leading to less time spent producing and distributing reports Leverage existing web browser skills to reduce training and implement faster High availability Track practice, operations, portfolio, programme and project progress at anytime Real-time system Detect projects that are off-the-rails faster, thereby allowing more options to take corrective action Make faster and more informed decisions because of instant access to the right information Project Sponsors can be kept better informed Suits Australian conditions and obtain more timely and attentive enhancements and support Concentrate staff on their real jobs of managing and fixing projects rather You will benefit by being able to… Reduce report recipients’ need to interpret the results E-mail any report to any recipient 14 Because PMComplete has this feature… On-line help and tutorials Speed learning how to use Key PMComplete Benefits Because PMComplete has this feature… You will benefit by being able to… Because PMComplete has this feature… You will benefit by being able to… PMComplete Sophisticated security mechanisms Audit trails Dashboards and scorecards Graphs and charts Document tracking in a single document repository See trends in mountains of data Obtain insightful information Make documents available to all team members in a secure environment Retrieve documents quickly using a number of common search criteria Worry less about where to save and find documents, project team members will be able to retrieve information faster Automate the archiving and backing up of important documents E-mail document updates automatically to standard distribution lists Scalable because of the underlying open technology platform Key PMComplete Benefits Track who entered what data and when Track who performed what function and when Forces openness, honesty and ownership throughout the enterprise Allow quick viewing of important status information Galvanise people into action Ensure access to PMComplete functionality and data is controlled Access data is on a “need to know” basis Handle unlimited numbers of PMComplete users and transaction volumes Grow with your organisation Buy hardware from almost any vendor Pre-loaded transaction type data Both generic and specific export and import functions Useability features Optional, customisable capabilities Single source of policy, process and procedure documentation Implement PMComplete faster because of reduced set-up time Implement PMComplete faster than any home-grown spreadsheet or desktop data base solution Provide interfaces to other generic systems (eg, Microsoft® Excel and Word) Provide interfaces to specific systems (eg, Microsoft® Project and MYOB) Learn and use PMComplete faster and easier Improve productivity by reducing the effort required to perform processes and procedures Reduce work hours Become competent in using PMComplete faster because of the consistent “look and feel” of screens and reports as well as the use of consistent field naming and placement Tailor how PMComplete looks and operates in your specific situation Present a single brand image to external parties Increase staff productivity through clearly-defined policies, processes and procedures Quickly induct new staff Instil a rigorousness in the way projects are run and processes are followed Improve an organisation’s delivery capabilities and conformance to 15 Because PMComplete has this feature… You will benefit by being able to… 16 System administration functions standards (eg, SEI CMMI-DEV®, CMMI-ACQ®, CMMI-SVC®, ISO 9001, ISO/IEC 15504, AS 4360, AS 4817, PMI® PMBOK®, BMP PRINCE2™) Drive certification for any of the above Teaches best practice as a by-product of using Administer PMComplete professionally Key PMComplete Benefits Customer Relationship Management Marketing Customer Relationship Management is optional within PMComplete. Your marketplace can be segmented by defining market segments and then each suspect, prospect and Client can be related to a market segment. PMComplete supports marketing campaigns. Marketing campaigns can be defined and then sales enquiries and leads as well as sales opportunities can be related to marketing campaigns. The status of these by marketing campaign can then be analysed on the Marketing dashboard. Create and track sales enquiries and leads. Sales Management Sales territories can be defined and salespeople assigned to these territories. Each suspect, prospect and Client can be assigned to an Account Manager who is then responsible for them. Gold Clients PMComplete allows classifying Clients (and vendors) using an A/B/C rating scheme. “A” equates to “Gold”, “B” equates to “Silver” and “C” equates to “Bronze”. The Gold Clients dashboard displays all Clients who have been classified as “Gold”. Summary information (eg, Life-Time Value) is displayed for each gold Client. The Sales Management dashboard displays lists of sales enquires and leads as well as sales opportunities that should have been closed by now or are within a week of their decision date, so that follow-up action can be taken. Salesperson Create and track sales opportunities. Create and track quotations and proposals. Create and track purchase orders from Clients. The Salesperson dashboard displays for each specific salesperson (or “All”): Customer Relationship Management Active sales enquiries and leads (highlighting those that should have been closed by now) Active sales opportunities (highlighting those that should have been closed by now) Active quotations and proposals (highlighting those that should have been closed by now) Gold clients (Life-Time Value, Last Sale Date and Last Contact Date) Sales analytics based on the sales funnel (number and weighted value) Win/loss ratio 17 Personal objectives budget, forecast and actual (ie, progress towards achieving sales quota) Bid projects that the salesperson is working on In-flight projects that the salesperson wants to keep an eye on The Salesperson dashboard allows sales staff to quickly update the status of sales enquiries and leads and sales opportunities (eg, by changing their percentage chance, progress through the sales funnel, expected close date and value). Last Contact Date The planned relationship strategy for that Client. This function also allows this to be maintained Person Lookup Drilling down to any person from any PMComplete screen will display: All contact details in a business card format An organisation structure showing everyone in the person’s company Person’s biographic data Project stakeholder’s biographic data PMComplete also allows quickly creating a contact record or a meeting record directly from this drill-down screen. The person’s details can also be exported in vCard format from this screen (for quickly importing into Microsoft® Outlook®). Contact Management Sales Analysis and Client Analytics The sales analysis dashboard displays sales analytics by: Product Person Location Client Time period Client Lookup As well as the many built-in transactions that represent a moment of truth contact activity with a Client (eg, service call), PMComplete also provides a specialised contact transaction which is easily used and accessed from many places within PMComplete. This allows recording of details about a current contact (eg, topics discussed and agreed) as well as planning a future contact (eg, purpose, desired outcomes, etc). Transition to Project Delivery PMComplete allows project team members to leverage the collateral and artefacts built up during the pre-sales phase, thereby making them more efficient and less likely to miss something during the handover from pre-sale to post-sale. Contracts, Project Management Plan (PMP), Statements of Work (SOW), consulting briefs, proposals, schedules, costings, budget basis, risks, assumptions and stakeholder assessments all built up during the pre-sales phase are then available to the delivery project team. Drilling down to any Client from any PMComplete screen will display: 18 All contact details An organisation structure showing everyone in the company Life-Time Value Last Sale Date Customer Relationship Management Enterprise Project Management (EPM) Overview PMComplete does not sacrifice grass roots project management functionality for the high-end business activities. It arguably provides the strongest project, programme and portfolio management support in the industry including features such as: Through PMComplete your Project Managers have access to thousands of pages of Wizards which are best practices fully indexed, cross referenced, integrated and context-sensitive. You can become a projectised organisation at your own pace and in your own sequence – isn’t that useful? PMComplete doesn’t “just” support “any methodology” but provides explicit, built-in support for all the major methodologies (ie, PMBOK®, PRINCE2™, ISO/IEC 15288, Microsoft® Solutions Framework (MSF), CMMI®, etc). You can also create your own methodology to follow or follow your Client’s methodology “Inheritance” of project work products like charts of accounts, tasks, WBS work packages, risks and document templates, making you much more productive and standardised An enterprise human resourcing system that allows you to assign generic resources (eg, Business Analyst) to activities during preliminary resource scheduling and later locate and assign available specific people when they are identified A comprehensive and flexible timesheet function for costing staff and external resources’ time as well as updating your schedule’s actual progress A financial sub-system including billing, full profit and loss accounting and cost/benefit analysis Objective and subjective project performance reporting Provision of compliance and governance reports to ensure your portfolio is up-to-date to identify where Project Managers may need assistance as well as ensure accurate reporting You can create a new project in less than 5 minutes. PMComplete provides support for running both internal projects and external projects. Different functionality is available for these different environments. Support is also provided for all levels of project management capability and to both the technical aspects as well as the business aspects of projects. PMComplete allows you the flexibility to treat “everything as a project” – but caters for whatever level of project management maturity exists in your organisation. You can start off by running your projects using only Action Items, Issues and Risks or you can run your project strictly according to PMI’s® PMBOK®… or other popular methodologies such as PRINCE2™. Enterprise Project Management (EPM) Organised by PMI® PMBOK® knowledge area, PMComplete supports… Project Integration Management Project integration is about co-ordination across all aspects of your project. Action items 19 Alignment with business objectives Approvals and authorisations Assumptions Changes and variations Critical success factors External dependencies Issues Key decisions Lessons learnt Objectives Project Scope Management Project scope management is about defining what your project has to deliver. Customisations of common off-the-shelf (COTS) packages Data conversions Outcomes Requirements System interfaces Systems to replace Use cases Work breakdown structure (WBS) work products Project schedule analysis, to drive standardisation and rigour as well as drive out logic and other errors from your project schedule The PMComplete Gantt Charter provides full Gantt charting functionality that completely obviates the need to use Microsoft® Project or any other Gantt charting tool. It contains its own scheduling engine that performs forward and backward passes to calculate float and the critical path. It also allows in-web browser: Adding of tasks and milestones Assigning of resources to tasks Assigning dependencies between tasks Changing durations Displaying baseline, estimate and actual Printing a hardcopy Sophisticated filtering Automatic re-scaling for different time periods Most of this functionality is performed by dragging and dropping. Once your schedule maintenance has been completed in your web browser, you click on the Save button to save your schedule updates to the PMComplete server. Project Time Management Project time management is about developing a schedule, having it approved and baselined and then monitoring and controlling the project against the schedule baseline. 20 Delays Milestones Tasks Baseline, estimate and actual Timesheets Microsoft® Project schedule roundtripping Microsoft® Project replacement Project Cost Management Project cost management is about estimating your project’s costs, having them approved and baselined and then monitoring and controlling your project against the cost baseline. General Project funding and funding pools Earned value and earned schedule management (EVM) Enterprise Project Management (EPM) An integrated browser-based spreadsheet exists for fast data entry of budgets and forecasts as well as displaying actuals (quantity and amount). This reduces the time required to develop, monitor and control project budgets thereby allowing Project Managers more time to focus on budget and forecast quality as well as increasing their frequency. PMComplete adapts to your processes. Budgets and forecasts can be developed top down or bottom up. Budgets and forecasts can be recorded on a monthly, quarterly or annual basis or any combination. Costs Costs (budget, forecast and actual) Full project cash flow Budget basis Creditors invoices Expense claims Timesheets Revenues and Profit Revenues (budget, forecast and actual) Profit (budget, forecast and actual) Full project profit and loss Debtors invoices Automatically produce debtors invoices for both time and materials as well as fixed price projects and other billable activities (eg, service calls, work orders and training) Benefits Test plans Test runs and results Test scripts Test cases Work product reviews, inspections and assessments Project Human Resource Management Project human resource management is about managing your project team. Person awards Skills Project team (organisation breakdown structure (OBS)) Leave Responsible, Authorises, Supports, Consults, Informed (RASCI) chart Training Resource assignments to projects (at project, daily or monthly basis) Project Communications Management Project communications management is about managing your project’s stakeholders as well as the flow of information to and from them. On-line chat Weekly progress reports Monthly status reports Project performance reviews Stakeholder management Wiki/blog Benefits Management (budget, forecast and actual) Project Quality Management Project quality management is about managing the quality aspects of your project as well as its work products. Defects Service calls Enterprise Project Management (EPM) 21 Purchase orders to vendors Quotations and proposals Requirements Tenders Test certificates Vendor responses Work product acceptance certificates Work product start authorisation certificates Configuration Management Configuration management is optional within PMComplete. Project Risk Management Project risk management is about managing your project’s risks. Risks Time contingency reserve Cost contingency reserve Management reserve Risk materialisations Project Procurement Management Project procurement management is about managing your project’s procurements. 22 Vendors, subcontractors, suppliers Changes and variations Contracts Delays Disputes Payments Pecuniary interests Person contacts You can create a Project Work Breakdown Structure (WBS) either by creating each WBS item individually or by copying them from a template. The project WBS also doubles as your project's work products (deliverables) register. You can then monitor and control the delivery of these work products and never go anywhere near configuration management. At the project WBS level you are able to create RASCI charts as well as monitor and control progress and completion. However, if you want the benefits of configuration management and access to the large suite of PMComplete configuration management functionality, then you can also utilise configuration management. Configuration management gives you the ability to monitor and control multiple, unlimited numbers of versions of a work product as well as check-out/check-in control. Project Registers Project registers are sometimes known as “logs”. They allow Project Managers to monitor and control the most common aspects that need tracking on projects. PMComplete provides a complete suite of over 105 different project registers so that you don't need to build them yourself (or cobble together multiple disparate systems) thereby allowing you to concentrate on managing your project(s) and having a single source of truth. Enterprise Project Management (EPM) After recording data in PMComplete project registers you can then utilise the many sophisticated project analytics (eg, performing an analysis of your project schedule) that are also included in PMComplete. The payback on the effort required to enter the data for Project Managers and project team members is the ability to analyse the data, present it in professional-looking reports and charts as well as monitor and keep control of their projects. PMComplete assists you to be in control of your projects by allowing you to monitor and control those aspects that are important on your specific project through their related registers. Using PMComplete demonstrates to others (eg, Client, Project Sponsor, your manager, Project Steering Committee, etc) that you are in control of your project(s). PMComplete forces a best practice approach to the management of each project register. The most common registers used on projects are: Action items Benefits Changes and variations Contracts Defects Documents Issues Responsible, Authorises, Supports, Consults, Informed (RASCI) chart Requirements (product backlog) Risks Tasks Team (organisation breakdown structure (OBS)) PMComplete promotes and supports the commonly-held view “if you don't measure it, then you can't manage it”. By providing tools that allow you to monitor and control EVERY aspect of a project, PMComplete allows you to concentrate on the important aspects of your project. This results in reducing the time spent by Project Managers and project team members in reporting project status as well as providing a consistent suite of reports across all projects, programmes and portfolios. Each of the project registers is freestanding. This means that you can pick and choose which registers you will use on any specific project. The usage of all registers is optional (ie, you don't HAVE to use any of them on any specific project). You don't need to decide which registers to use during project initiation, but can defer these decisions until the need arises during the course of your project. All project registers are displayed on the Project dashboard. This allows you to display all project data at-a-glance. The Project dashboard can be displayed at any time with just a single click. You can quickly and easily import pre-existing registers (eg, held in Microsoft® Excel and Microsoft® Word) into PMComplete through its sophisticated data exchange and integration capabilities. PMComplete project registers make it easy to simplify your project's Project Management Plan (PMP) by allowing the PMP to just contain static process descriptions, while recording all variables in PMComplete registers. Enterprise Project Management (EPM) 23 Agile Project Management Approach Description PMComplete 5. A Project Configuration Items Register Kept in PMComplete You might choose to just have a list of work products together with their version numbers and manage their delivery rather than a schedule in the true sense. 6. A Project Work Breakdown Structure/Work Products Register Kept in PMComplete This can come from a template of work products or be entered directly. Any Combination of the Above On large projects you might choose to manage many of these different aspects. You may have different team members managing these different aspects. Of course PMComplete “does agile”! PMComplete provides excellent support for both Scrum and Microsoft® Solutions Framework (MSF). Explicit support is provided for: Requirements/scenarios/stories Project’s Product Backlog report Requirements Burndown by Sprint chart Sprint Planning Meeting Sprint Review Meeting a number of days/hours for the engagement Support and maintenance activities where your Client has pre-paid for a number of support hours 7. This can be used as a “Product Backlog” in an agile environment. as well as a full suite of Computer Assisted Software Engineering (CASE) tools. You can monitor and control your project's “schedule” progress in a number of different ways, depending upon the desired amount of ceremony and/or project size. These include: Approach Description 1. Full Project Schedule This can include integration with Microsoft® Project or using the PMComplete Gantt charter. 2. A Task List Kept in PMComplete This can come from a template of tasks or be entered directly. 3. An Action Items Register Kept in PMComplete You might choose to just have a list of action items rather than a schedule in the true sense. An Hours Burndown Chart Kept in You typically use this on: Consulting engagements where you have quoted 4. 24 Portfolio, Programme and Project Office (P3O) Extensive support is provided for P3Os, including: Projects missing monthly status reports Missing timesheets Projects never reviewed Enterprise Project Management (EPM) Number of reviews by month Project analytics (ie, by schedule, cost and full-time equivalent team size) Projects by portfolio/programme Compliance and governance reporting Aggregated reporting Project close function Methodology management Template management Project performance review scheduling through to delivery, seamlessly end-to-end. It also allows you to analyse the cost of your bids. PMComplete allows you to very quickly align your projects and programmes with your business objectives to help you determine those that are likely to return optimal value for your investment. PMComplete allows you to make decisions on which projects and programmes you should spend your scarce investment dollars and even scarcer human resources. It supports analysis by: Return on Investment Net Present Value Payback Period Total Cost of Ownership Internal Rate of Return Weighted Alignment with Business Objectives Simple Priority Scheme Risk versus Reward PMComplete allows you to manage the dependencies between projects within and across portfolios and programmes. PMComplete allows you to explicitly track benefits throughout the life cycle of a project or programme, including the operations phase. Project Portfolio Management (PPM) PMComplete provides a true enterprise-wide system for business and IT projects Projects can be grouped into any number of portfolios and programmes for reporting purposes. All project reports and charts can also be applied to portfolios and programmes. This produces separate reports for all projects in a portfolio or programme as well as a roll-up totals reporting mechanism where this makes sense. PMComplete supports you throughout the pre-delivery phase of the project. For internal projects, it allows you to manage your project requests, their ranking and gate approvals. For external projects, it allows you to manage the bid/pre-sales activities Enterprise Project Management (EPM) 25 26 Enterprise Project Management (EPM) Practice Operations Introduction All organisations have to balance internal activities with project activities. Project activities do not operate in isolation from internal Business as Usual (BAU) activities. PMComplete can assist you in balancing these competing sets of activities. From Client profitability reporting through to staff utilisation, billability, rate realisation and revenue analysis, it is all available just a few mouse clicks away. You can manage both the front-line of the business through sophisticated sales opportunity and bid management features. You can also manage your ServiceDesk (including service calls and work orders). And it is all integrated with a knowledgebase, document management system and project management system, intranet-in-a-box and resource management system. Want to know who your subject matter expert is on Microsoft® Project?... easy… use the “Find an Expert Search” function. Want to assign an Oracle DBA to a project team?... even easier… use the “Project’s Suggested Resources” report. Want to know who’s on leave over the Christmas/New Year period?... that’s easy too… use the “Leave record list” enquiry. How valuable would it be to maintain all your policies, processes, procedures, check lists, standards, guidelines and templates on-line? Would the recording and tracking of all practice, programme and project equipment and library assets be valuable? Would you find it valuable to have the flexibility to plan and conduct all your meetings efficiently recording minutes, action items, decisions made and issues, on-line as the meeting occurs? How valuable would it be to be able to publish the minutes – including document attachments – immediately to all stakeholders? PMComplete provides this “operational” support and much more… out of the box. Some of the operational support features include: Business Process Management (BPM) PMComplete provides built-in capabilities for filing and presenting your enterprise’s policies, processes, procedures, check lists, standards, guidelines, glossaries, moment of truth activities, key decisions, patterns and templates. This provides a complete, integrated framework for business process management to record its work products in a highly useable manner that can then be used by all staff and contractors at all levels as the enterprise’s “Quality Manual” or “Company Handbook”. This provides guidance, removes confusion and ensures that all of your staff understand your policies and processes. This then leads to increased efficiency and effectiveness as well as higher levels of productivity from your staff. Want to know who has done what training?... very easy… use the “Company’s Training” report. Want a breakdown of costs and revenues by Client, by type, by Account Manager, by project?... easy… use the “Portfolio’s/Programme’s Profitability” report. PMComplete moves the game to another important dimension. PMComplete comes from the premise that Practice Managers, Programme Managers and Project Managers need support beyond just the planning and management of projects and programmes. Many times they find themselves in the role of “mini General Manager”. Would you find it valuable to be able to plan, schedule and manage the training needs of your programme or project…or of your practice? Practice Operations 27 A dashboard is provided for quick access to all process artefacts as well as displaying current and aspirational process capability maturity together with all policies, processes and procedures that have improvement suggestions. Process compliance reporting and charting is also embedded throughout PMComplete. Calendar Management A corporate calendar can be defined for 4 and 5-week months, monthly reporting periods, close-off dates, Board meeting dates, etc. Periods that have been reported on can be closed so that financial transactions can’t be back-dated into them. A personal calendar is automatically maintained, displaying all activities for a person. Company – Internal Competitor Information Departments Documents General Industry Information News People Practice Processes Products Projects Services Suggestions and Ideas Tips and Tricks/Questions and Answers Training Courses Vendors Wiki Rules Computer Assisted Software Engineering (CASE) Management Collaboration Chat On-line chat allows project team members to collaborate by using an instant messaging feature that automatically logs all of their communications for later retrieval (eg, who agreed to developing that? as well as copying and pasting good words used during a chat into a formal document). PMComplete chat supports an unlimited number of user-defined chat rooms. Wiki/Blog The PMComplete wiki/blog allows you to create web pages that display any content that you want as well as allowing linking across web pages. Actors Application systems Attributes Business rules Data conversions Entities Functions Programs Requirements System interfaces Use cases Dashboard The wiki/blog is typically used for: 28 Clients Company – External Practice Operations Document Management As many soft copy documents of any type and size can be attached to any record of any transaction type. This allows documents to be uploaded to the PMComplete server and easily found again without the need to know server, workstation, disk and folder structures. Document management can be used for storing and retrieving soft copy: “As Built” documentation Project documents Scanned expense claim receipts Tender documents Approved work order signatures Approved timesheet signatures Proposals Contracts There is a flexible document repository search function for easy retrieval of documents stored in the PMComplete document repository. Document management also supports: Version control Obsolescence control Check-out/check-in control Ad hoc as well as standard metadata The Document Management dashboard displays your enterprise’s: Important documents Best practice example documents Template documents Environmental Management Environmental business objectives (budget, forecast and actual) chart Transactions that impact the environment Carbon footprint Inputs Practice Operations Outputs Knowledge Management (KM) Lessons learnt KnowledgeBase ITIL® Configuration Management Data Base (CMDB) Learning and Development Management Performance needs analysis (PNA) Training needs analysis (TNA) Personal training plans Courses Course schedules/classes as well as their planning progress Course participants/enrolments Course evaluations Course performance reporting Dashboard Library Management Libraries Assets in libraries (ie, can be more than books, including equipment (eg, notebooks), CD-ROMs, DVDs, etc) Asset borrowers Overdue borrowings Meeting Management Generic meetings Generic meeting participants Specific meetings Specific meeting participants Meeting schedule The Meeting Management dashboard displays and allows updating of: Agenda 29 Documents (attachments) Action Items Decisions made Agenda report Minutes report E-mail distribution of all reports Office Management “Miscellaneous” office management functions include: Accommodation bookings Off-site archive contents Travel bookings Visitor processing Enterprise risk management (ERM) People and Workforce Management (HR) Extensive employment data can be recorded, including: Default designation Default cost and charge-out rates Awards Career bands Contracts Résumés Skills Contractors Functions also exist for: Leave management Recruitment management The People and Workforce Management dashboard displays: 30 Staff turnover Number of staff by month Revenue by employee by month Revenue by hour by month Company organisation structure Plant and Facilities Management (FM) PMComplete provides strong support for the management of high-value assets (equipment). Equipment register management Asset management Property management Dashboard Moves, Adds, Changes (MAC) Locations Equipment Facilities Facility bookings Tracking equipment at facilities Parking spaces Lockable items Key holders Inventory Shared items (eg, printers) Special status (eg, cannibalised, second-hand, hired-in, etc) Record generic characteristics only once Over 45 IT-specific attributes for each item (eg, IP Address, URL Address, Rack Position, Security Zone, BIOS Asset Tag, DNS Name, Host Name, etc) Practice Financial Administration Costs (budget, forecast and actual) Revenues (budget, forecast and actual) Profitability (budget, forecast and actual) Posting Paying creditors invoices, debtors invoices and expense claims Reconciling creditors invoices, debtors invoices and expense claims against another system (eg, MYOB) or your bank statement Practice Operations Availability Fees allow recording cost as well as charge-out (fully-burdened) rates Assets Rate realisation displays the average rate charged for each billable person and compares this against the standard for that person’s designation, thereby allowing an evaluation of how much discounting is taking place. Billability and utilisation displays the amount of Client-billable time as a percentage of total time for each billable person and compares this with each person’s target, thereby allowing an evaluation of how must time the person is “sitting on the bench”. GST/VAT is automatically calculated for different jurisdictions and rates. Two different dashboards exist for displaying practice financial performance. The first displays a rolling 13-week view. The second displays a rolling 13-month view of the same information. Special reports exist for printing debtors invoices, purchase orders and timesheets nicely formatted with your company logo so that they can be e-mailed directly to your Clients. Product Lifecycle Management (PLM) The Product Lifecycle Management dashboard displays: Products Product components Product change notices Product users Complaints and problems Defects Platforms Pricing Attached documents (eg, brochures) Review, Inspection and Assessment Management Reviews Reviewers Practice Operations Review participants Review schedule The Review, Inspection and Assessment Management dashboard displays and allows updating of: Agenda Review documents Results (outcomes) Action items Projects never reviewed report Number of reviews by month chart ServiceDesk Management ITIL®-based Service calls Work orders Product specialists Client self-service KnowledgeBase lookup Service level agreements (SLA) Escalation thresholds Dashboard Survey Management Survey Standard survey questions (re-useable) Survey participants – named or anonymous Survey responses Flexible survey questionnaire formatting Hardcopy or take on-line Tools for creating surveys and refining their layout Flexible question style (eg, yes/no; 1-to-5 rating; comments only: etc) Dashboard 31 The Board Board Activities Board committees (ultra-secure projects) (eg, Finance, Risk, Remuneration, Superannuation, Governance, etc) Documents Meetings Ultra-secure on-line chat (with no audit trail to obviate legal discovery processes) Whistleblower management Time assigned to projects will be costed to the project and % Complete as well as Work will also be updated Time and materials projects can have proforma debtors invoices automatically created and after review and approval, can then be sent electronically to Clients The Board dashboard displays: Strategy setting Strategy map Progress on achieving business objectives The Enterprise Way and the Practice Portal The Enterprise Way is a portal that can be invoked by all staff to quickly search and display your enterprise’s policies, processes and procedures. The Practice Portal provides quick access to the corporate calendar, the KnowledgeBase, internal and external products and services catalogues as well as telephone lists. Timesheet Management 32 Timesheet entry and authorisation Missing timesheets report Import timesheets from spreadsheet (including Windows CE) 4 different print formats Copy last week’s timesheet to this week function Hours used analytics Initial data take-up Reconcile against creditors invoices Flexible rate model Track staff and contractors’ time Practice Operations Business Intelligence (BI) and Performance Management Dynamic Dashboards and Agents Over and above the more than 275 pre-built reports and charts as well as over 60 dashboards, portals and scorecards in PMComplete, there are over 150 different agents (each with their own flexible parameters) provides and almost infinite number of report and chart options. Agents can be mixed and matched in any combination and as many times as desired to create generic, person and role-specific dashboards. Pivot Tables Course Participants Debtors Invoices Expense Claims Performance Indicator Values Project Changes, Variations and Defects Project Statuses Purchase Orders Sales Opportunities System Users Work Orders Creditors Invoices Equipment People Posted Transactions Project Ledgers Project Tasks Risks Service Calls Timesheets Pivot tables allow manipulating data that comes from more than one data base table (ie, all of the foreign keys are resolved) in many combinations. They are a twodimensional summary table. What Can I do with Rich Views and Pivot Tables? A raw data table and a pivoted table are displayed and you can drag and drop columns to specify your X and Y axis in your pivoted table. Column widths can also be dragged to re-size them. Similarly you can drag and drop columns to re-order them into your desired sequence. General Below are a few questions that can be answered by using PMComplete Pivot Tables: By modifying implicit filtering criteria (like the System User’s current workgroups) and explicit criteria (like the date range to use), the pivot table function can be used to select records for one or more workgroups and or any date range. Course Participants Pivot tables are based on Rich Views to extract data from the PMComplete data base. Rich Views If all of the above does not meet your needs, you can export de-normalised data from PMComplete into your favourite tool (eg, Microsoft® Excel) and manipulate it as you see fit. Rich Views are like an on-line analytical processing (OLAP) cube. Rich Views exist for: Business Intelligence (BI) and Performance Management How many people participated in each course schedule/class? How many days training has each person received (so that you can see if people are using their allocated training days)? How much training has been performed at each venue (so that you can assess if that venue should continue to be used)? What training has been performed for a specific project? What training has been performed by course category (eg, skills taught)? What training has been performed by course type (eg, formal classroom versus workshop)? Creditors Invoices How long does it take to get from creditors invoice entry through each of the process steps (authorised, posted, paid and reconciled)? How many unauthorised creditors invoices are there for each company? 33 How many unposted creditors invoices are there for each company? How many unreconciled creditors invoices are there for each company? Debtors Invoices How long does it take to get from debtors invoice entry through each of the process steps (authorised, posted, paid and reconciled)? How many unauthorised debtors invoices are there for each company? How many unposted debtors invoices are there for each company? How many unreconciled debtors invoices are there for each company? Equipment How many specific equipment units are currently in their warranty period? How many specific equipment units are currently out of their warranty period? Expense Claims How long does it take to get from expense claim entry through each of the process steps (authorised, posted, paid and reconciled)? How many unauthorised expense claims are there for each person? How many unposted expense claims are there for each person? How many unreconciled expense claims are there for each person? People How many people perform a specific role in each company? How many people have a specific designation? Who works in each company? How many people are there in each company? How many permanent people are there in each company? How many contractor people are there in each company? How many people are there by age? How many people are there by tenure? How many people are there in each location? How many people are there in an organisation/business unit? Sales Opportunities What is the weighted value of all sales opportunities by month? System Users How many system users have System Administration rights? How many system users are there by User Group? How long has Joe Blogs been a System User? Timesheets What days in the week have the most hours? What days in the week have the least hours (so that you can schedule some non-billable or “downtime” activity)? Who works the most hours (so that you can acknowledge them in some way)? Who is working on the weekends (so that you can give them time off in-lieu)? Who is working more than their standard 40 hours per week (so that you can do something about it)? How many hours have been worked on a specific project? How many hours have been worked on a specific project task? How many hours have been worked on a specific service call? How many hours have been worked on a specific work order? How many hours have been worked on all projects for a specific company (eg, Client)? How many hours have been working on internal controllable projects? How many hours have been worked on internal non-controllable projects? How many hours have been worked on external (Client-billable) projects? What timesheets have not been completed (so that you can chase these up)? What timesheets have not been authorised (so that you can chase these up)? What timesheets have not been posted (so that you can chase these up)? What timesheets have not been reconciled (so that you can chase these up)? What was the cost of the hours worked for any of the above? What projects have been set up incorrectly with the wrong chart of accounts account numbers for timesheets (so that you can rectify this)? How long does it take to get from timesheet entry through each of the process steps (authorised, posted and reconciled)? How many unauthorised hours are there for each person? How many unposted hours are there for each person? How many unreconciled hours are there for each person? Record Lists Record lists provide flexible listing, paging, query and charting capabilities with many built-in charts and reports for each transaction type. 34 Business Intelligence (BI) and Performance Management PMComplete Pty Ltd 3 Robinson Place, South Turramurra, NSW, 2074, Australia E-Mail: robert.posener@pmcomplete.com Copyright: © 2011 PMComplete Pty Ltd All rights reserved ACN: 005 726 429 Phone (Rob): 0419 012 627 Facsimile: (+61) (2) 9144 6141 Web: www.pmcomplete.com Printed in Australia Document: PMC1211111 This data sheet is for informational purposes only. PMCOMPLETE PTY LTD MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Companies, names and/or data used in screens and sample output are fictitious. All specifications are subject to change without notice.