Tenrox Case Study. Pariveda Solutions Julie Ellison & Scott Booth

Transcription

1 Tenrox Case Study Pariveda Solutions Julie Ellison & Scott Booth

2 Agenda Pariveda Solutions Overview Business Needs Tenrox Implementation and Usage Future Tenrox Usage 2 Pariveda Solutions. Confidential & Proprietary.

3 Pariveda is an IT consultancy with 300 employees across 9 locations Founded in 2003 Headquartered in Dallas, TX Rapid growth to 300+ employees over 10 year life Focused, local presence helps us build long-term relationships with clients in major cities 3 Pariveda Solutions. Confidential & Proprietary.

4 Pariveda s Culture and Values Drive Business Operations Core Values Integrity, Partnership, Servant Leadership, Excellence, Profit Top Talent Talent Development Great Expectations No Sales Force Employee Owned Select the top 15% of campus recruits who place in the 90 th percentile of the Berger Aptitude for Programming Test Continuous technical, relationship and project management skill development Proprietary framework that articulates expectations for skill development throughout a career Management Team develops opportunities and is ultimately responsible for project delivery Employees are the single largest shareholder 4 Pariveda Solutions. Confidential & Proprietary.

5 Our Solutions Pariveda delivers solutions which enhance IT Effectiveness to power business performance STRATEGY MOBILITY CLOUD DATA PORTALS AND COLLABORATION CUSTOMER RELATIONSHIP MANAGEMENT CUSTOM SOFTWARE ENTERPRISE INTEGRATION USER EXPERIENCE 5 Pariveda Solutions. Confidential & Proprietary.

6 Our clients span numerous industries and range significantly in size Client Industries Client Sizes 6 Pariveda Solutions. Confidential & Proprietary.

7 Agenda Pariveda Solutions Overview Business Needs Tenrox Implementation and Usage Future Tenrox Usage 7 Pariveda Solutions. Confidential & Proprietary.

8 Pariveda s project delivery strategy drives the need for a full-featured PSA Projects are typically short in duration with small, focused teams Granular resource planning Broad visibility to resource staffing Accurate & timely revenue forecasts Flexible & efficient project billing setup and invoicing Near real-time project financials Efficient entry & approval of time and expense (T&E) 8 Pariveda Solutions. Confidential & Proprietary.

9 Agenda Pariveda Solutions Overview Business Needs Tenrox Implementation and Usage Future Tenrox Usage 9 Pariveda Solutions. Confidential & Proprietary.

10 Pariveda implemented Tenrox in 2006 with an on-schedule go live 50 employees Implementation team: Tenrox Consultant Pariveda Controller and Consultant Two additional Pariveda consultants assisted with testing On-site model T&E, invoicing, accounting integration, reports Pilot of two timesheet periods Limited training required for consultants minimized impact on billable hours 10 Pariveda Solutions. Confidential & Proprietary.

11 System Benefits Tenrox has minimized the required growth in back office resources T&E Reduced errors Reduced cycle time Means for efficient review & approval/ rejection of T&E Invoicing Reduced errors Cycle time reduced by 3 days Accounting Integration Significant reduction in manual entry of project data into financial system Reports Timely information available to facilitate management of individual projects and the business overall 11 Pariveda Solutions. Confidential & Proprietary.

12 We began using Tenrox Resource Planning functionality in 2008 Pariveda Usage Staffing activities initiated through CRM workflow notifications Resources staffed at a granular level Custom reports Benefits Management Team visibility to all resource availability & staffing Employee visibility to committed staffing Increased resource utilization Improved accuracy of revenue forecasts 12 Pariveda Solutions. Confidential & Proprietary.

13 Pariveda s Forecast Staffing Report 13 Pariveda Solutions. Confidential & Proprietary.

14 We incorporated Leave Requests into our processes in 2009 Pariveda Usage Leave time approval obtained outside Tenrox due to ever-changing reporting structure Upon submission of a leave request: Available work hours and timesheets updated automatically Office Managers notified to update staffing Benefits Management Team visibility to all planned time off Timely, accurate staffing improves the accuracy of revenue forecasts Configurable UI supports specific requirements 14 Pariveda Solutions. Confidential & Proprietary.

15 In 2012, we upgraded to version 2011.R2 and moved to the hosted model Updated User Interface Updated navigation Drop-down selection fields speed T&E entry Timesheet Templates Efficiencies through subcontractor timesheet entry Capability to schedule changes to the timesheet structure Hosted Model Reduced effort to maintain Tenrox Faster resolution of application issues Replicated Database Eliminated errors caused by custom reporting packages 15 Pariveda Solutions. Confidential & Proprietary.

16 Tenrox and Reporting Architecture Our reporting architecture is essential as Tenrox data is used by numerous custom reports and applications 16 Pariveda Solutions. Confidential & Proprietary.

17 Extending our Tenrox usage with 2011.R3 provided further time savings Project Purchase Orders Eliminated manual tracking of PO consumption Minimizes invoicing delays on ~25% of our projects Flexible configuration for notifications Time Auto- Approvals Time savings for the Project Managers of non-critical internal projects Cost & Billing Rule Mass Updates Time savings for back office personnel 17 Pariveda Solutions. Confidential & Proprietary.

18 Agenda Pariveda Solutions Overview Business Needs Tenrox Implementation and Usage Future Tenrox Usage 18 Pariveda Solutions. Confidential & Proprietary.

19 Future Tenrox Usage Project Budgets Improve tracking of planned vs. actual financial results Early warning of projects at risk Microsoft Dynamics CRM Integration Improve efficiencies by reducing manual data entry Revenue Recognition & Tenrox OLAP cubes Simplify, standardize and reduce maintenance required for our custom reports Mobile Applications for T&E Speed T&E approvals Increase employee satisfaction 19 Pariveda Solutions. Confidential & Proprietary.

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