PERFORMANCE MANAGEMENT integrated software solutions 01 EXECUTIVE SUMMARY SOLUTION OVERVIEW Concerto provides a secure, web-based solution incorporating complete project and programme performance management functionality. The Concerto Business Performance software tool works in conjunction with the Concerto project management solution is one of the four core Concerto solutions for project management, business performance, asset management and facilities management. These solutions can be employed either independently or as a single integrated solution linking to a single, shared database. The Concerto business performance solution provides a full set of tools to plan out business goals, set objectives, set KPI s and associate risks to the business plan. Improve business strategy and performance by enabling users to seamlessly interlink business plans with day-to-day projects. Take advantage of automated reports, and integrated financial management functionality. All the modules within the Concerto suite contain powerful functionality that can be tailored to suit each individual organisation s requirements. Concerto can be integrated with existing systems such as finance software to provide an overall holistic overview of an organisation s projects and spend, allowing performance managers to manage their business plans successfully. The Concerto suite is entirely web based and can be accessed via smart phone and other hand held devices as well as your desktop with a customisable work flow and dashboard. Concerto offers both a fully hosted and an in-house secure and fully supported hosting solution depending on your organizational requirements. As a result of working with Concerto, public sector organisations have demonstrated that they are able to do more with less, helping to protect front-line services in line with government directives.
THE ISSUES Many organisations have incomplete, duplicated or out of date information on their projects due to reliance on separate, non-electronic records. This renders it almost impossible to obtain an accurate, holistic view of their often large and diverse project portfolio. This lack of good quality data will potentially compromise the efficiency and performance of any project or programme and without one central, collaborative point for knowledge and information it is impossible to ensure everyone is working towards the same goals. Concerto offers a modern, easy to use, collaborative and central platform for all stakeholders to instantly share validated and up to date information and knowledge in order to make informed decisions at every level.
01.2 THE CONCERTO TEAM We are public sector specialists with over 50 years experience working within and along side the sector. Concerto understands the dynamics of the public sector in terms of current issues, the implications of trends and the pressures its buyers face at unitary, county and district levels. We can quickly assess customers needs in detail and appreciate the nuances of individual situations. From this assessment we are in a position to provide a tailor made solution. Concerto s software suite has been designed from the outset to be an exact fit for public sector requirements; it is not adapted to fit from another system. Concerto is ready to start work immediately; there is no wasted time in learning curves. Customers are able to provide feedback and input to future features/releases of Concerto software via regular user group feedback sessions. At Concerto, we work closely in partnership with our customers offering support every step of the way. Our Customers always deal directly with the developer, not an intermediary, ensuring accuracy, speed, high levels of understanding and mutual trust.
1.3 KEY FEATURES BUSINESS MANAGEMENT SOLUTION KPI S MILESTONES BUSINESS OWNERS OBJECTIVES SUCCESS CRITERIA RISK DASHBOARD & REPORTS 1.4 KEY BENEFITS NO NEED FOR MULTIPLE PIECES OF SOFTWARE WITH ADVANCED COLLABORATIVE TOOLS UNDER A SINGLE UMBRELLA SOLUTION PROVEN TO IMPROVE EFFICIENCY AND GENERATE SAVINGS INTEGRATED DATA ENVIRONMENT ENSURING VALID UP-TO-THE MINUTE INFORMATION IS SHARED AMONGST ALL STAKEHOLDERS SUPPORTS BIM / GOVERNMENT SOFT LANDINGS HOLISTIC OFFERING WITH INTEGRATED PROJECT, PERFORMANCE AND PROPERTY MANAGEMENT WHERE REQUIRED HIGHLY FUNCTIONAL, VERSATILE AND SCALABLE TO PROVIDE 100% FIT FOR PURPOSE SOLUTION CUSTOMER-CENTRIC DELIVERY MODEL ENSURING LONG TERM MUTUAL TRUST
01.5 CASE STUDY PORTSMOUTH PUBLIC HEALTH Portsmouth City Council s Public Health plan involves many new dynamic projects and programmes spread across the city, which are being closely monitored to ensure long-term success. To support this process, Portsmouth procured and implemented the Concerto integrated Performance and Project Management solution to underpin the performance management of their public health plan. The Portsmouth Public Health business plan is fully integrated into the system. This allows performance management views at both programme and project level allowing an overall view of high level PPI s and also to drill down to view individual projects. The plan can be viewed from the over all mission statement, vision statement and values down to individual programmes and projects and each individual indicators to track progress and detect issues. The National Public Health standards are also integrated into Concerto Business Performance, which allows Portsmouth to track themselves against these standards and gain a 360 degree view of how they are performing against health outcome targets. This overview means that Public Health Portsmouth can closely monitor individual initiatives and engage fully with the private sector organisations commissioned to deliver these services
02 SERVICE DEFINITION BACKGROUND Concerto is a public sector specialist partner, ISO 09001 and ISO 14001 accredited. Our years of experience and best practice provides public sector organisations with valuable input to help to achieve an even better result more quickly. The Concerto asset management suite was launched in 2004 by Steve De Rycke (Technical Director) and Kevan Davey (Managing Director) to meet requirements of advancing technology and changes and challenges within public sector property asset management. It is now employed across the UK in over 50 Local Authorities along with public and private sector clients. Concerto solutions are developed alongside public sector clients to ensure we continually need the government changing requirements. The software can be adapted easily and specific modules can be added or removed to suit specific asset-related applications and requirements of many different types of organisations.
02.1 SERVICE DEFINITION SOFTWARE BENEFITS PERFORMANCE MANAGEMENT FROM ONE SIMPLE WEB PAGE, CREATE BUSINESS PLANS, ASSOCIATE PLANS TO PERFORMANCE INDICATORS, LINK PLANS TO PROJECTS TO ENABLE RESOURCE, TIMESCALES AND COSTS TO BE MONITORED AND GAIN A 360 DEGREE VIEW OF PERFORMANCE CONCERTO CONTAINS ADVANCED COLLABORATIVE TOOLS VIEWED VIA A CUSTOMISABLE DASHBOARD TO PROVIDE A SINGLE, AT A GLANCE VIEW OF THE CURRENT PERFORMANCE OF ALL PROJECTS WITH SUPPORTING DOCUMENTATION AND FUNCTIONALITY UNDER THE SAME ROOF DASHBOARD AND SUMMARY SCREENS, SLICING AND DICING OF DATA AND REPORTING, FLEXIBLE DRILL-DOWN CAPABILITIES, ALERT SET- UPS, DOCUMENT MANAGEMENT AND VERSION CONTROL ARE STANDARD FEATURES OF CONCERTO S SOFTWARE CONCERTO S SOFTWARE IS HIGHLY VERSATILE, ENABLING CUSTOMERS TO MANAGE NEW/CHANGING/DIFFERENT ASPECTS OF THEIR OPERATIONS WITH EASE FROM A SINGLE, STANDARDISED SYSTEM AT NO EXTRA COST THE SOFTWARE HELPS TO IMPROVE THE WORKFORCE PRODUCTIVITY AND QUALITY LEVELS OF ORGANISATIONS BACK OFFICE FUNCTIONS INVOLVED IN MANAGING PROJECTS CONCERTO S SOFTWARE CONTINUALLY EVOLVES IN STEP WITH THE CHANGING NEEDS OF ITS CUSTOMERS OUR SOLUTIONS ARE SCALABLE TO SUIT VARIOUS SIZES OF ORGANISATION AND VOLUMES OF TRANSACTIONS
02.2 SERVICE DEFINITION BUSINESS BENEFITS CUSTOMERS CAN ACTIVELY DEMONSTRATE THE RESULTS/MEASURES/KPIS THEY ARE ACHIEVING AND TRENDS OVER TIME SO THAT IMPROVEMENTS CAN BE EVIDENCED TO INTERNAL USERS AND EXTERNAL ORGANISATIONS CUSTOMERS CAN SPEND THEIR TIME MORE PROACTIVELY MANAGING PROJECTS, WITHOUT HAVING TO SPEND MORE TIME THAN ABSOLUTELY NECESSARY ON AUDITS AND CONTROLS HAVING CONCERTO S PERFORMANCE MANAGEMENT SOLUTION LINKED DIRECTLY TO ITS ASSET MANAGEMENT SOFTWARE DELIVERS SIGNIFICANT PRODUCTIVITY IMPROVEMENTS, ADDITIONAL FUNCTIONALITY AND AUDIT CAPABILITIES TO ORGANISATIONS CUSTOMERS BENEFIT FROM USING PROJECT MANAGEMENT TECHNIQUES PROVEN IN THEIR OWN ENVIRONMENT AND STANDARDISED AS BEST PRACTICE. PROJECT TIMESCALES ARE EXPEDITED. RESULTS ARE PREDICTABLE AND CONSTANTLY IMPROVING CUSTOMERS HAVE PEACE OF MIND THAT THEIR REQUIREMENTS AND SITUATIONS ARE UNDERSTOOD EXACTLY CONCERTO S SOLUTIONS ENABLE CUSTOMERS TO IMPROVE THE PERFORMANCE, PRODUCTIVITY AND QUALITY STANDARDS OF ASSET AND PROJECT MANAGEMENT FUNCTIONS, MEET AND EXCEED SET KPIS AND REALISE THE ASSOCIATED COST SAVINGS CUSTOMERS DEAL DIRECTLY WITH THE DEVELOPER, NOT AN INTERMEDIARY, ENSURING ACCURACY, SPEED AND HIGH LEVELS OF UNDERSTANDING AND MUTUAL TRUST CUSTOMERS HAVE CONTROL OVER THE FUTURE DEVELOPMENT OF THEIR SOFTWARE PACKAGE
03 SOLUTION FUNCTIONALITY CONCERTO BUSINESS PERFORMANCE MODULE: KEY PERFORMANCE INDICATORS MILESTONES BUSINESS OWNERS OBJECTIVES SUCCESS CRITERIA RISKS IN CONJUNCTION WITH THE PROJECT MANAGEMENT MODULE: PROGRAMMES: ISSUES BUDGETS REPORTS TEAM PLANS RISK PLANNING: %COMPLETE ON AND OFFLINE PLANNING GANTT LAG CRITICAL PATH DURATION EFFORT RESOURCE MANAGEMENT: TIMESHEETS & EXPENSES RESOURCE COST AVAILABILITY HOLIDAYS & ABSENCE SCENARIOS
FEE & CONTRACT MANAGEMENT: VALUATION CERTIFICATES ARCHITECTS INSTRUCTIONS RESOURCE ALLOCATION FEE TEMPLATE VARIATIONS ORDERS & INVOICING (OPTIONAL): BUDGET MANAGMENT SUPPLIER MANAGEMENT COMMITMENT ACCOUNTING EXPENDITURE ACCOUNTING ORDERS AND INVOICE APPROVALS BUDGET LIMITS BUDGETS & FUNDING: BUDGET OWNER DYNAMIC COST CODING BUDGET VALUE COMMITTED VALUE EXPENDED VALUE DOCUMENTS: AUDIT TRAIL DOCUMENT OWNER MS OFFICE PLUG-INS REVIEW SHEETS VERSION CONTROL
03.1 SECURITY & ACCESS Concerto has extensive experience in maintaining the confidentiality of client data at all stages of its life, from its creation or receipt through processing and storage to deletion or return. The underlying ethos of confidentiality and protection is part of the company culture and is extended to cover all client data, whether protectively marked or not. Concerto s obligations under the Data Protection Act are taken seriously, this is demonstrated through the company s Business Management System, accredited to ISO 9001. Concerto offers both an in-house and fully hosted cloud based solution. The hosted solution is highly secure and fully supported. SECURITY FEATURES OF THE PORTAL INCLUDE: SECURE ACCESS VIA HTTPS USING SSL CERTIFICATION ACCESS RESTRICTED TO INDIVIDUAL NAMED USERS WITH PASSWORD CONTROL ENFORCED CHANGES TO PASSWORDS ON A REGULAR BASIS THE HOSTED SERVICE INCLUDES A SUPPORT DESK AND TECHNICAL SUPPORT TEAM TO PROVIDE: SERVICE SUPPORT AND BUG FIXES DAILY HOUSEKEEPING ACTIVITIES E.G. BACKUPS RESTORATION OF DATA IN THE EVENT OF SYSTEM FAILURE
04 COMMERCIAL OVERVIEW SOFTWARE AS A SERVICE SOLUTION PRICING Based on unlimited number of users including external contractors and consultants. Our pricing is based on the following factors to derive whether the organisation is small, medium or large. NUMBER OF SITES NUMBER OF PROJECTS SMALL CONCERTO PROJECT MANAGEMENT SOLUTION CONCERTO BUSINESS PERFORMANCE MODULE MEDIUM CONCERTO PROJECT MANAGEMENT SOLUTION CONCERTO BUSINESS PERFORMANCE MODULE LARGE CONCERTO PROJECT MANAGEMENT SOLUTION CONCERTO BUSINESS PERFORMANCE MODULE 500 PER MONTH 400 PER MONTH 750 PER MONTH 500 PER MONTH 850 PER MONTH 600 PER MONTH The cost provided for the use of the Concerto performance management module is based on an unlimited number of users but restricted to one business area only. Other business areas who subsequently wish to use the project management solution will be offered an existing user discount.
SERVICES Subject to scoping and detailed discussions, the following services would be required, as a minimum, to implement our standard service to implement each of the modules above. CONFIGURATION, DATE MIGRATION AND CONVERSION SERVICE 10 7500 PROJECT MANAGEMENT AND PROJECT SCOPING 8 6400 IMPLEMENTATION CONSULTANCY (BUSINESS PROCESS MAPPING) 10 8000 TRAINING 5 3200 All service days are invoiced as they are used. Concerto would be willing to consider increasing the subscription price to include these services, on the basis of a minimum 3 year fixed term contract. OUR OFF-BOARDING DATA EXTRACTION SERVICE IS PRICED AS FOLLOWS: OFF-BOARDING DATA EXTRACTION SERVICE 1100 STANDARD RATE CARD RESOURCE DAILY RATE ( ) IMPLEMENTATION CONSULTANT 800 PROJECT MANAGER (PRINCE 2) 800 SOLUTION ARCHITECT 800 BUSINESS ANALYST 800 DATABASE ANALYST 750 SENIOR SOFTWARE DEVELOPER 750 TRAINER 800 EXPENSES MILEAGE AT FOR ONSITE WORK.40P PER MILE FROM CONCERTO HEAD OFFICE FIXED HOTEL COST 60 PER NIGHT WHERE AN OVERNIGHT STAY IS REQUIRED