Professional Services AutomationSteve Beaumont & Marco Batista

Webinar28 – November - 2019

Organizational Challenges

Governance.Business PSA 2

Fonte: “Insight to Action: The future of the professional services industry”, Deltek

Impacts felt throughout the organization

• Inability to track strategy

execution.

• Lack of visibility of

financial plan and

control, linked to sales

and delivery.

• Lack of visibility of how

delivery is performing.

• Cashflow control.

• Resource Usage.

Sales

• Lack of visibility of the

sales pipeline and

progress.

• Lack of visibility of how

delivery is performing

• Resource Capacity.

Planning.

• Inability to track strategy

execution.

• Inability to track strategy

execution.

• Lack of visibility and

control of project and

service execution.

• Lack of visibility of how

delivery is performing

and their margins.

• Resource Capacity

Planning, Control and

Usage.

• Lack of visibility on

financial plan and

control.

• Lack of control over

purchases and expenses

and to where they are

linked to.

• Invoice and Cashflow

control.

Delivery FinanceManagement

Governance.Business PSA 3

December 19

Our Solution - Governance.Business PSA

Governance.Business supports an organization in its Strategic and Operational Management, facilitating processes for:

• Definition and Monitoring of Business Plans

of the Organization.

• Sales Process Control.

• Implementation of projects and services,

controlling activities, resources, costs and

benefits.

• Billing Control.

• Profitability Analysis of Projects and

Organization.

Organization Management

Governance.Business PSA 4

December 19

Demonstrations

What we will show

The following use cases will be demonstrated:

• Creation and monitoring of business plans.

• Sales Management, from its inception to

the transition to project teams.

• Project Execution Management.

• Billing and Cost Management.

Organization Management

Governance.Business PSA 6

December 19

Creation and monitoring of business plans

Governance.Business PSA 7

December 19

• Control and Monitoring of Business Plans, from planning to execution, focusing on costs, benefits, margins, resources and delivery quality indicators.

• Forecasting Costs, Benefits and Margins based on pipeline and project delivery.

• Analysis of cost indicators, benefits, expected and current margin.

• Analysis of the organization's ability to deliver projects and services.

Demo Summary

Improved strategic monitoring of the organization, focusing on:

• Effective planning of expected costs, benefits and margins, facilitating strategic decision making.

• Monitoring of the sales pipeline, as well as the execution of projects and the resulting invoicing, thus being able to predict how the organization is performing in relation to the plan.

• Visibility of the use of resources, thus anticipating real need for hiring.

Sales Management

Governance.Business PSA 8

December 19

• Sales Pipeline Monitoring.

• Control and development of opportunities, estimating resources, costs, benefits and margins.

• Tracking an account and everything developing in it, from different opportunities to project execution, as well as margins, costs and benefits.

• Passing an Opportunity to Project Deliveryand collaborating with project teams.

Demo Summary

Improved sales tracking, focusing on:

• Effective pipeline management, with full visibility of the status of all opportunities and various indicators on them.

• Full visibility into everything that is being managed in an account, from opportunities to ongoing projects, and you can see the full details of them and anticipate potential issues / risks in the account, thus facilitating decision making.

• Visibility and control of the costs and benefits of an account, planned and actual.

Project Execution Management

Governance.Business PSA 9

December 19

• Project Management and Monitoring, from planning to execution, focusing on costs, benefits, margins, resources and delivery quality indicators.

• Risk, Problem and Scope Management.

• Planning management and resource allocation.

• Analysis of cost indicators, benefit, expected and current margin.

• Management of actual resource utilizationin projects.

Demo Summary

Improved project monitoring, focusing on:

• Effective project management, with full visibility into the delivery status and all required activities.

• Visibility and control of planned and actual project costs and benefits.

• Effective risk management as well as potential problems encountered until project scope changes.

• Effective project delivery improvements within time, scope and cost.

9

Billing and Cost Management

Governance.Business PSA 10

December 19

• Submission and Approval of Expenses.

• Invoice creation and receipt.

• Monitoring of project costs and benefits.

• Monitoring of the business plan and its

execution.

Demo Summary

Improved strategic monitoring of the organization, focusing on:

• Effective planning and monitoring of costs, benefits and expected margins, facilitating strategic decision making.

• Full visibility into extra costs within the organization.

• Billing control and WIP management over clients, giving visibility to all stakeholders involved with this account, from the sales team

to the project team.

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Q&A

www.governance.business

Thank You