cp-34: manage your pipeline with costpoint contract management · 2019-10-30 · management process...

CP-34:Manage Your Pipeline with Costpoint Contract Management

Panya Chua, Deltek

Agenda

CONFIDENTIAL © Deltek, Inc. All Rights Reserved.

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• Contract Management System and Process Overview

• Manage Opportunities

• Organizational Conflict of Interest

• Project Initialization

• Opportunities Controls

• Reports & Analytics

• Summary/Q&A

• Learning Options

Contract Management Overview

© Deltek, Inc. All Rights Reserved.

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Automating the entire contract management process with Deltek

Search Pursue Capture Initiate Invoice

Find the best opportunities for

you with GovWin IQ

Automatically create

opportunities in Costpoint from

GovWin IQ

After winning, create contracts

Projects can be initiated from

either opportunities or contracts

Project teams can start delivering while finance

recognizes revenue

© Deltek, Inc. All Rights Reserved. 4

Contract Management Process

Opportunity Management( with OCI )

Contract Management Subcontract Record

GovWin IQ Costpoint Projects


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Direct P

roject

Manage Opportunities


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• Search for Opportunities that are a fit for your organization

• Add directly to Costpoint for internal tracking

• Quick access to GovWin IQ Analyst updates

– Kept separate to prevent overriding your information

• Schedule refresh from IQ or refresh on demand

• Track GovWin IQ Key Dates & Key Contacts

Send IQ Opportunities to Costpoint


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• Input Opportunities from IQ or Manually Enter

• Identify pipeline stages and key milestones

• Track Bid and Proposal costs

• Link teams of prospective vendors and employees

• Review proposal and document regulatory provisions and key milestone dates

• Attach RFP related documents to the Opportunity

General


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• Track the Opportunity through the various stages of your pipeline

– Define the picklist of pipeline stages to match your business process

• Identify Opportunity Source, estimated POP, and Status Notes

• Opportunity Value with Win Probability to calculate Weighted Revenue

• OCI Status

Status


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• Track Details and Address Info

– Key words

– 10 available free text fields e.g. SWOT Analysis, Competition

Details/Addresses


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• Key Milestones (Dates)

– 12 available date fields e.g. RFI, RFP, Color Team reviews, Go/No-Go, Proposal Due, Award and Subcontract Kickoff

• Provisions

• Subcontractor Plan

RFP Info


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• Employee Team

– Define team member roles working on the Opportunity

• Potential Work Force

– Identify employees who may be part of the bid and proposal process

• Teammates/Competitors

Team


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• Specify post-award debrief information whether you win or lose

• Indicate lessons learned and win/loss reasons

Post Award Debrief


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• Track Activity Types, Dates, Owners and Status

• Connect Activities to Customers

• Record Activity Notes

• Track Activities related to:

– Opportunities

– Contracts

– Subcontracts

– Conflicts of Interest

Activity Tracking


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• Customize search parameters

• Saved queries for easy access

Saved Queries

Organizational Conflict of Interest


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• Record information around conflicts of interest to help with your mitigation plan

• Records are linked to Opportunities

• Track and search on OCI review and clearance dates, key terms

• Attach relevant documents and track activities

Organizational Conflict of Interest


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• Link all Projects associated with OCI record

• Track employees and vendors directly involved with conflict

• Associate relevant documents

• Provides 360o view and management of OCI

OCI Flow Down

Project Initialization


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• Subtask in Opportunity Record for Project Set-up

a) Utilize Mass Add Template Project format

b) Set up Templates for each contract type

Project Initialization


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Projects Linked

Opportunities Controls


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• General Settings• Various Controls including

User-Defined Labels

Control Settings


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• Auto Numbering• GovWin IQ credentials• Label Settings

– 12 Date Fields– 10 Free Text Fields

General Settings

Reports and Analytics


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• Word Templates

– Create Forms or Reports using Microsoft Word

– Similar to Mail Merge

– Examples:

• Capture Plan Review

Word Templates


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• Opportunities

– Current Pipeline Report

– Days Open Report

Reporting


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• Opportunities

– Win Loss Report

– Opportunity Dashboard

– Executive Dashboard

Reports & Analytics

Summary


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• Contract Management System and Process Overview

• Manage Opportunities

• Organizational Conflict of Interest

• Project Initialization

• Opportunities Controls

• Reports & Analytics

• Summary/Q&A

• Learning Options

Questions?


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• Help | Video and Learning Aids– Videos | Contract Management

• Contract Management Overview

– Click-Thrus | Contract Management Click-Thrus

• Contracts Overview Click-thru• Customer, Vendor and Employee Overview

Click-thru• Contract Management to GovWin IQ

Integration Overview Click-thru• Opportunities Overview Click-thru• Org Conflict of Interest Overview Click-

thru• Subcontracts Overview Click-thru

– Videos | Administration• Approval Workflow Model• Using the Word Template Add In

• Deltek University -https://education.deltek.com/learning

– Data Flow Between Modules

– Opportunity and Contract Project Initialization

– Modifications for Contracts and Subcontracts

Learning Options – Help


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https://education.deltek.com/learning

cp-34: manage your pipeline with costpoint contract management · 2019-10-30 · management process...

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