|
1
|
|
|
2
|
|
|
3
|
|
|
4
|
|
|
5
|
|
|
6
|
|
|
7
|
- 48 Full Time employees; Mostly high end advanced degreed professionals
- Geographically dispersed:
- Virginia
- Washington, DC
- New York
- Colorado
- Mississippi
- Alabama
- QuickBooks Accounting system
- Payroll semi-monthly through PayChex
- 2006 Revenue Projection of $12.0M
- Contract Type:
|
|
8
|
- Prior to January 2004 Time cards were paper
- Prone to errors
- No control on charge code access until after time card was submitted
- Difficult to collect and have approvals from dispersed workforce in a
timely manner
- Interviewed/reviewed 4 systems
- Unanet
- Deltek
- Ammo/Cincinnati
- QuickBooks plug in
- Why Valador selected Unanet Time reporting system:
- Web based
- Ease of use
- Location of company
- Cost
- References
|
|
9
|
- Implementation Strategy
- Plan, plan and plan
- Define organization chart, approval channels, business practices
- Layout of charge code numbering system and linkage to QuickBooks
- Run several scenarios before going live
- Tested upload to QuickBooks
- Employee training
- Resources
- Advice from references
- Personal Past experience with other IT implementations
- Unanet expert on site support
- Results
- Went live with Unanet time reporting system March 1, 2004
- Lessons Learned
- Positive:
- Planning was key
- Using all the resources
- Negative:
- Provide more on hands training for Senior Managers
|
|
10
|
- Purchased 50 user license December 2003
- Started internal preparation of mapping projects in QuickBooks to new
charge code numbering methodology middle of January 2004
- Started Unanet on site support the first week of February 2004
- This is the key week in laying the foundation for your time reporting
system; Very detailed discussions
- Second week of February 2004 reviewing and making minor changes. Test
linkage/uploads to QuickBooks
- Third week of February 2004 develop training material and training
schedule; Unanet provided PowerPoint presentation which we modified as
take away and send to the people in the field
- Send multiple e-mails announcing new system all through February
- March 1, 2004 go live
- Four hourly employees ran parallel both old and new system; Salary
employees direct cut over
|
|
11
|
- Needed a way to automatically load the hours in the time reporting
system and then link to MS Project
- Prone to error and time consuming to re input the hours of “actuals”
into MS Project
- Needed a way to see what resources are available, need to hire perm or
bring in temps
- Why Valador selected Unanet PSA solution:
- Linkage to MS Project Enterprise Edition
- Ease of use
- Link to Unanet Time Reporting system
- Cost
|
|
12
|
- Implementation Strategy
- Plan
- Layout of charge code numbering system and linkage to QuickBooks and MS
Project Enterprise Edition
- Run several scenarios before going live
- Resources
- Personal Past experience with other IT implementations
- Unanet expert on site support ( Simple used only 2 hours)
- Results
- Went live with Unanet Resource planning system May 1, 2005
- Lessons Learned
- Positive:
- Planning was key
- Ease of installation
- Great reporting capabilities
- Negative:
|
|
13
|
- Purchased 50 user license March 2005
- Started internal preparation of mapping projects in QuickBooks to MS
Project in April 2005
- Loaded the resource planning module (PSA) internally by ourselves
- When we purchased the package also purchased 4 hours of Unanet on site
support; Only used two hours
- Loaded all the MS Project sub task in QuickBooks
- May 1, 2005 go live
|
|
14
|
|