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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

11

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?