deltek maconomy workspace client
TRANSCRIPT
Deltek MaconomyWorkspace Client
A Whole New User Experience in Maconomy 2.x
AccountantsControllersAP ClerksAdministrators
Project AccountantsResource ManagersMarketersAdmin Assistants
Business DevelopersExecutivesProject ManagersIndividual ContributorsEveryone
You have options when accessing Maconomy
Touch
iAccess
Core Client
• Front office workers• PM, BD, general employees***• Time and expense• Approvals***
More Time
Mor
e D
ata
Less Time
Less
Dat
a
Mobile Devices Tablets Browsers WorkstationsM
obile
Dev
ices
Tabl
ets
Bro
wse
rsW
orks
tatio
ns
• Front office• Time and expense• CRM***
• Back/mid office workers• Heavy data entry• Core financials• Resource management• Proposals
To learn more about Maconomy iAccess: http://bit.ly/MaconomyiAccess
To learn more about Maconomy Touch: http://bit.ly/MaconomyTouch
But let’s learn more about the Workspace Client
The Maconomy Workspace Client is an extensible interface that allows you to create a tailored view of key information from Maconomy all in one workplace.
What is the Workspace Client?
Project Managers can put their key metrics and information about their projects in a view that is right for them. Financial professionals can highlight key performance metrics in one screen without multiple reports. Executives can have a unique dashboard for the performance of the firm right at their fingertips.
Workspace Client | Efficiency & Control
Wouldn’t you like…
…so your firm could achieve the profit
you want?
…so you could have more time for billable work?
Workspace Client | More Efficient
• Fewer screens and less clicks
• Quicker tasks, streamlined workflow
• A consistent user
experience
…so you could have more time for billable work?
…so your firm could achieve the profit
you want?
The Workspace Client streamlines workflow…
Wouldn’t you like…
Workspace Client | More Efficient
• Fewer screens and less clicks
• Quicker tasks, streamlined workflow
• A consistent user
experience
Workspacesbring information
together
1
Linking & Drill-Ingives the
complete picture
2
Easy Look-Upputs info at your
fingertips
3
Portable Contentconnecting to web content, Excel™
4
The Workspace Client streamlines workflow…
Workspace Client | More Efficient
Workspacesbring information
together
1Everything at your fingertips... No more hunting through tabs and menus!
Workspace Client | More Efficient
Linking & Drill-Ingives the
complete picture
2
More information… easily just a click away
Workspace Client | More Efficient
Easy Look-Upputs info at your
fingertips
3
Efficient search-as-you-type
Find just what you
want… no more
scrolling through
thousands of records!
Workspace Client | More Efficient
Portable ContentConnecting to web content, Excel™
2
Easily extract data
tables... To use in
Excel however you
want!
Workspace Client | More Efficient
• Fewer screens and less clicks
• Quicker tasks, streamlined workflow
• A consistent user
experience
Workspacesbring information
together
1
Linking & Drill-Ingives the
complete picture
2
Easy Look-Upputs info at your
fingertips
3
Portable Contentconnecting to web content, Excel™
4
Easierfor everyone!
Workspace Client | Tighter Control
• Easy answers,
helpful guidance• Information tailored
to roles & tasks
• Everyone engaged in a common system
…so your firm could achieve the profit
you want?
The Workspace Client provides information and guidance
Wouldn’t you like…
Workspace Client | Tighter Control
• Easy answers,
helpful guidance• Information tailored
to roles & tasks
• Everyone engaged in a common system
Wizardsguide users
through steps
5
New Informationin dashboards,
reports, & analysis
6
Graphical Alertsindicate potential
problem areas
7
User Preferencesconfigure views
just how you want
8
The Workspace Client provides information and guidance
Workspace Client | Tighter Control
Wizardsguide users
through steps
5
No more user
guesswork… or
inconsistent
processes!
Workspace Client | Tighter Control
New Informationin dashboards,
reports, & analysis
6
Easily see people,
project, and financial
performance
Drill-in to details
Color-coded alerts
Workspace Client | Tighter Control
New Informationin dashboards,
reports, & analysis
6
Get interactive!…With reports that link you right to the details.
Workspace Client | Tighter Control
Graphical Alertsindicate potential
problem areas
7No wondering… Direct your attention right to where it’s needed!
Workspace Client | Tighter Control
User Preferencesconfigure views
just how you want
8
Just one of several ways: Re-sequence the columns, or sort on any column you like.
Workspace Client | Tighter Control
• Easy answers,
helpful guidance• Information tailored
to roles & tasks
• Everyone engaged in a common system
Wizardsguide users
through steps
5
New Informationin dashboards,
reports, & analysis
6
Graphical Alertsindicate potential
problem areas
7
User Preferencesconfigure views
just how you want
8
The Workspace Client provides information and guidance
Clients Say | 2.0 Works!
"The new workspaces
of Maconomy 2.x
empowers Project
Managers and non
financial users to
perform their business
management tasks in a
very intuitive way.”
“I can easily find the root cause of
discrepancies.“
“The new Maconomy
Workspace client is
very easy for me to navigate
between projects & the
functions I need.”
4,750 Users! 6,200 Invoices! User Roles!66,500 Timesheets! System Extensions!
“After timesheets are
submitted or a budget
is adjusted, I can
see the effectin real time."
The Workspace Client streamlines workflow…
…And gives everyoneinformation and guidance.
Deltek MaconomyWorkspace Client
What is a Workspace? | Workspace Components
Workspace Client | What is a Workspace?
A collection of dialogs structured around a single business
function
With everything in one place, you don’t have to go to multiple
separate views
Workspace Client | Building Blocks
To Do’s
Tabs
Fields
Sections
Menu
Workspace Client | Building Blocks
Sliding Panels
Workspace Client | Building Blocks
Radio Buttons
Workspace Client | Building Blocks
Actions
Workspace Client | Building Blocks
Columns
• Uses no browser plugins
• Not dependent on locally installed java versions = no java version issues!
• Includes majority of Maconomy core features and functions in a single UI
Other Important Things about the Workspace Client
Deltek MaconomyWorkspace Client
A Whole New User Experience in Maconomy 2.x
To learn more about Maconomy iAccess: http://bit.ly/MaconomyiAccess
To learn more about Maconomy Touch: http://bit.ly/MaconomyTouch