Tenrox Case Study

Pariveda Solutions
Julie Ellison & Scott Booth

Agenda

Pariveda Solutions Overview

Business Needs

Tenrox Implementation and Usage

Future Tenrox Usage

Pariveda Solutions. Confidential & Proprietary.

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

Pariveda Solutions. Confidential & Proprietary.

Parivedas Culture and Values Drive

Business Operations

Core Values

Integrity, Partnership, Servant Leadership, Excellence, Profit

Top Talent

Select the top 15% of campus recruits who place in the 90th
percentile of the Berger Aptitude for Programming Test

Talent
Development

Continuous technical, relationship and project management

skill development

Great
Expectations

Proprietary framework that articulates expectations for skill

development throughout a career

No Sales
Force

Management Team develops opportunities and is ultimately

responsible for project delivery

Employee
Owned

Employees are the single largest shareholder

Pariveda Solutions. Confidential & Proprietary.

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

Pariveda Solutions. Confidential & Proprietary.

Our clients span numerous industries

and range significantly in size
Client Industries

Client Sizes

Pariveda Solutions. Confidential & Proprietary.

Agenda

Pariveda Solutions Overview

Business Needs

Tenrox Implementation and Usage

Future Tenrox Usage

Pariveda Solutions. Confidential & Proprietary.

Parivedas 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)

Pariveda Solutions. Confidential & Proprietary.

Agenda

Pariveda Solutions Overview

Business Needs

Tenrox Implementation and Usage

Future Tenrox Usage

Pariveda Solutions. Confidential & Proprietary.

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

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On-site model
T&E, invoicing, accounting integration, reports
Pilot of two timesheet periods
Limited training required for consultants minimized
impact on billable hours

Pariveda Solutions. Confidential & Proprietary.

System Benefits
Tenrox has minimized the required growth
in back office resources
T&E

Invoicing

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Reduced errors
Reduced cycle time
Means for efficient review & approval/ rejection of T&E
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

Pariveda Solutions. Confidential & Proprietary.

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
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Pariveda Solutions. Confidential & Proprietary.

Parivedas Forecast Staffing Report

13

Pariveda Solutions. Confidential & Proprietary.

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
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Pariveda Solutions. Confidential & Proprietary.

In 2012, we upgraded to version 2011.R2

and moved to the hosted model
Updated
User
Interface

Timesheet
Templates

Hosted
Model

Replicated
Database
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Updated navigation
Drop-down selection fields speed T&E entry

Efficiencies through subcontractor timesheet entry

Capability to schedule changes to the timesheet structure

Reduced effort to maintain Tenrox

Faster resolution of application issues

Eliminated errors caused by custom reporting packages

Pariveda Solutions. Confidential & Proprietary.

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.

Extending our Tenrox usage with

2011.R3 provided further time savings
Project
Purchase
Orders

Time AutoApprovals

Cost & Billing

Rule Mass
Updates
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Eliminated manual tracking of PO consumption

Minimizes invoicing delays on ~25% of our projects
Flexible configuration for notifications

Time savings for the Project Managers of non-critical

internal projects

Time savings for back office personnel

Pariveda Solutions. Confidential & Proprietary.

Agenda

Pariveda Solutions Overview

Business Needs

Tenrox Implementation and Usage

Future Tenrox Usage

18

Pariveda Solutions. Confidential & Proprietary.

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
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Pariveda Solutions. Confidential & Proprietary.

Questions?