About Jeff Kennedy

Jeff Kennedy is the Sr.VP and General Manager of the Configero Products division. Jeff has a engineering degree from Marquette University. Over his career, Jeff has performed roles as software developer, system and software architect, professional services management, sales management and management consulting. Jeff founded the Configero products division in 2012 and this division of our company now has 2 market leading applications and enjoying explosive growth. We have many F500 customers using our technology and applications to improve their business operations and profitability.

Entries by Jeff Kennedy

The importance of process to increase service quality

After delivering 800+ Salesforce projects, the importance of having well defined processes for sales, service delivery, project management,  finance and  regularly scheduled executive steering committee meetings is critical to consistently delivering quality of service.  When good processes are in place and the various teams are trained on using them, efficiency goes up, management burden decreases and customer satisfaction increases because the overall delivery process can be explained to the customer, project dates and milestones can be tracked and honored, and each party to the engagement (customer, vendors and project staff ) all understand what is required of them.

In this blog post, […]

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Project Management Key Performance Indicators

Many of our customers have 100’s of projects in-flight during any given month.  As the number of concurrent projects increase, it becomes extremely difficult for project managers to ensure projects are being completed on time and very difficult for executive management to see how the portfolio of company business is performing.

Most PSA tools provide rudimentary formula fields for project status which do not provide real-time visibility into project performance.  What project managers need is a tool that reduces their workload so they can focus their efforts on ensuring quality of service delivery and managing customer expectations.

Instead of having project managers having to […]

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Real-time resource forecasting

What project managers really need is visibility into task completeness so they become aware of activities that are not likely to be completed on time.  Most PSA tools will tell you when tasks are late, but that is after the fact and does not provide any intelligence to the project manager to help them perform their role and keep the project on schedule

Project Pulse provides powerful resource management capabilities, including resource forecasting and resource utilization.  In this blog, we are going to focus on 1 aspect of resource forecasting with respect to managing the project schedule.

Project Pulse continuously recomputes future resource capacity […]

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Executive dashboards for key service operating metrics

Executive management time is extremely valuable.  For many service companies, it is difficult for management to see how well the business is performing, as key operating information is scattered amongst silo’s of applications.

Project Pulse provides support for the entire customer lifecycle operations for companies that derive revenue from delivery of services, including sales, service delivery, resource management, financials, billing and invoicing.  Being a 100% native application, all of your key information is contained with the Salesforce database which makes reporting easy and quick to implement.  This rich amount of information can be used to create executive level reports and dashboards […]

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Accounting for indirect project costs

Project Pulse has powerful financial capabilities for revenue forecasting and revenue recognition (reporting).  Some of our customers like to include indirect costs such as employee benefits or overhead as a percentage of labor costs in their financial calculations.  When creating your projects, set the value of the Indirect Cost Rate field value to account for indirect costs.  The default value is 1.0   If your indirect costs average 15%, then set this value to 1.15

The effect of doing so will be to increase your labor cost calculations by this percentage, which makes the net revenue calculation more accurate.

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Leverage baselining to increase project estimating accuracy

Project Pulse contains powerful baselining functionality which can be used to increase the accuracy of estimating future project efforts.  Once the project is ready for execution, the project can be baselined which will store the current values of estimated hours, task durations and costs.  Project Pulse has baseline fields not only at the project level, but also for project phases and tasks.  This provides a rich amount of information that can be used to historically compare project performance at any of these levels, within and across project teams.

For example, we might find that a certain type of project is always […]

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Creating Query Panels for Project Views

Project Pulse has powerful query technology that enables users to quickly find data needed to perform their job function.  Rather than having to wade through volumes of records, each user can create and save queries that serve up just the data that they need.  This is another example of how Project Pulse optimized the user experience and improves productivity of your delivery teams.

To create Query Panels, customize your Salesforce links that display at the top of your Salesforce page and click on the plus (+) icon.  Find the link named Query Panel and click it.

You will see the overview page. […]

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Forecasting project expenses to improve revenue forecasting

Project Pulse has a nice feature which allows project managers to forecast expected project expenses (Estimated Charges).  Examples of such might include travel expenses, equipment purchases or payments to vendors.

Each forecasted expense contains an Amount field which is your cost field and a Bill Amount field which is the value to be charged back to the customer.  These values can be the same if expenses are not marked up, or different if they are.  Of course, expenses have an IsBillable attribute to determine whether or not to bill the customer for that expense.

Project Pulse provides financial metrics for estimated project […]

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Setting the project detail page footer information

To view the detail information for a project, users click the green arrow which opens up a new browser tab displaying the project details view.  This view provides several sub-tabs which contain all of the project information that users need to manage their projects.

At the very bottom of the page, you will notice that the page footer contains several project related data.   In the example below, you will the project name, start/end dates and the project estimated hours.

When setting up Project Pulse, you can customize what information is displayed in the page footer to that which is most useful […]

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Adjusting project start dates

It is not uncommon for project starts to be delayed for a multitude of reasons, and with most PSA tools it can be a very tedious effort to manually shift all of the project tasks dates.  Project Pulse has a very useful feature which allows project managers to shift the entire project backwards or forward in time with a simple edit to the Project Task Date Offset field.

Simply enter the number of days you wish to move the project and hit Save.  Use positive integers to move the project start date later in time, and negative integers to move the […]

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