PowerPoint Presentation - Microsoft...Our current Vendor invoice payment process is cumbersome with an approval process that includes project managers, AP, and Finance staff. CP-113

CP-113:Achieving Digital Transformation Using Costpoint

Jawa Buddhavarapu, Infotek Consulting

YOUR SUCCESS IS

KEY, ENGAGE MORE TO

WIN!

Premier Deltek Partner

Business Applications, Business Intelligence, Manufacturing, Cloud

Migrations, Technical & Security Services, Business Systems,

Integration (Ask us about CC Imports and Oanda) & Extensibility,

Automation & Process Improvement.

Questions? Come see us at Booth 5 or email us at

[email protected]

Standard or Custom. Our Place or Yours.

Achieving Digital Transformation using Costpoint

How can you save time and money while

improving operational efficiency and

effectiveness using Costpoint

CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 3

The Context

Digitally savvy users.

Impact of mobile user experience.

Capability to apply this to work.

But,


The Context

Workplaces are stuck

in a logjam of

paper and workflows run using email with

limited integrations between systems.CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 5

What can you do?

Fully utilize Costpoint capabilities:

Workflow

CMI

Webservices

Extensibility


The Best part!

Workflow and Web Services are part of

Foundations cloud.

Extensibility is included for Enterprise cloud.

CMI requires a separate license.CP-113 Achieving Digital Transformation Using Costpoint -- Infotek Consulting 7

Use Cases

You learn how

these tools address

typical use cases.


Use Cases #1

Our current Customer billing process for

reviewing the bill and approving it is completely

manual and delays sending the invoice out.


Use Cases #2

Our current Vendor invoice payment process is

cumbersome with an approval process that

includes project managers, AP, and Finance staff.


Demo for Use Case#1 and #2

Create a custom workflow using Costpoint Workflow

engine with conditional routing.


Use Cases #3

Use Case #1 and #2 but would also like to keep

all supporting documents easily accessible for

internal and external auditors.


Demo for Use Case#3

Create a custom workflow using Costpoint Workflow

engine with conditional routing and use Content

Management integration to store supporting

documents in SharePoint.


Use Cases #4

We would like to suppress fields/tabs to a screen

or alternatively

We would like to add fields/tabs to a screen


Demo for Use Case#4

Extend Costpoint by customizing a screen using

Costpoint Extensibility.


Use Cases #5

We have custom calculation to compute labor

rate to pay employees on a SCA project.


Demo for Use Case#5

Extend Costpoint by customizing the labor

computation screen to update the labor rate and

labor cost amount.


Use Cases #6

We enter new hires, employee updates, and

terminations in our HRIS as well as Costpoint.

These systems are always out of sync.


Screenshots for Use Case#6

Integrate the two systems using Costpoint Web

services and APIs for the HRIS.


Screenshots for Use Case#6:

Select Screens


Screenshots for Use Case#6:

Select Fields and Operations


Takeaway


Challenge Costpoint Option Licensing

Cumbersome Workflows

Workflow Engine, CMI

Included in cloudCMI; needs license

for on-prem

Need to customize screens

Costpoint Extensibility

Needs enterprise cloud or on-prem

Need to customize processing

Costpoint Extensibility

Needs enterprise cloud or on-prem

Integrate with third-party systems

Use Web Costpoint Services and third-

party APIs

Included

Documents

PowerPoint Presentation - Microsoft...Our current Vendor invoice payment process is cumbersome with an approval process that includes project managers, AP, and Finance staff. CP-113