blue ant-product-information

Product inforMation

2

All commodities and product names in this document are tradenames or registered trade marks of the respective holder of rights© proventis GmbH 2001-2012. For the sake of the environment, we use recycled paper for printing.

Simple for everybody, everything, everywhere. The Blue Ant Principle: Establishing Multi-Project Management

» With the advent of a simple skills-request facility, a mem-

ber of the IT department can now be gained as a project

member, who has skills and know-how to offer that befor-

ehand wouldn‘t have been known about. It‘s a great help

to our knowledge management experts.«

» With the introduction of Blue Ant we‘ve achieved

the necessary structure, and even with an increasing

number of employees we can deal transparently and

efficiently with projects.«

Thomas Jahn, Ressourcenmanager, Oberfinanzdirektion Niedersachsen (OFD)

Heiko Ahrens, Project & Sales Manager, Axel Springer Digital TV Guide GmbH

3

editorial

Swift process co-ordination, adherence to schedules, clear

decision-making criteria and minimal organisational expen-

diture- all legitimate desires when managing multiple projects.

Without effective support from unified methods and tools,

however, this is difficult to realise.

Project managers need information to be able to reach decisi-

ons. In a project-oriented work environment, attempts to get

this information can run up against unforeseen and time-con-

suming delays. Wait too long for your information and it‘s no

longer up to date, so decisions end up being made off the top

of your head.

The solution consists of a sensible combination of tools and

methodology for supporting a process-oriented, integrated

project management. The goal is to free up the project mem-

ber from research and co-ordination tasks. Only in such an

environment can you find the consistency and acceptability in

handling data collection and retrieval that is the hallmark of

good project management.

With Blue Ant and the range of services offered by our part-

ners, a solution is available to you. We support you with the

evaluation of necessary modifications, through the provision

of a standardised multi-project management system incorpo-

rating training and user care.

Make the most of our experience in providing multi-project

management software.

In the pages that follow, you‘ll find out which Blue Ant func-

tion can give your project management detailed support.

We look forward to working with you!

Norman Frischmuth

Managing Director

Managing Projects Simply

44

» Blue Ant proved itself superbly compatible with our

system layout, our time and activity recording and our

extensive accounting system.«

» Sparkassen Rating and Risikosysteme GmbH now

have a modern planning and reporting tool for

no-fuss daily use, with the option of close involve-

ment with partners.«

introducing SucceSSful Project ManageMent

Ing. Josef Bayrhammer, Bereichsleiter, Porsche Informatik GmbH, Österreich

Michael Tobias, Leiter IT, Sparkassen Rating und Risikosysteme GmbH

5

It goes without saying that software can only support an already

functioning project management arrangement. The introduction

of a multi-project management software requires a structured

approach. Before this initiation can be carried out, it is important

to examine the internal project management procedures. Our

experience shows that the following basic steps aid a successful

initiation.

Step 1

develop an introductory concept

In collaboration with the decision-makers in your company, all

procedures that are relevant to project management should be

examined and anything that may have consequences for the

introduction of Blue Ant checked out. The future multi-project

management model is then developed on this basis. In addition,

necessary steps towards integration (e.g. interface configura-

tion) are agreed on and implemented.

Step 2

training and rollout und rollout

All relevant user groups are trained on the basis of introduc-

tory guidelines. Rollout of the Blue Ant system (prepared

according to your instructions) happens in parallel with the

training.

Introducing Successful Multi-Project Management

Step 3

coaching Phase

During the introductory phase of Blue Ant, experienced

multi-project management coaches are available to give

individual assistance. This coaching speeds up the introduc-

tion process, especially in complex organisational structures.

Step 4

further "Step by Step" integrations

Sobald die Kernprozesse reibungslos laufen, erfolgt die tiefere

Integration in vorhandene Systeme. Hierbei werden die zahl-

reichen Web Services von Blue Ant genutzt, um Daten in Fremd-

systeme zu übergeben oder Blue Ant mit Daten aus anderen

Systemen zu beliefern.

6

To make the entry and evaluation of data easy for project

members to manage, Blue Ant makes a number of access

possibilities available.

These features save time when it comes to data retrieval, and

ensure that current data is available anytime and anywhere.

This enhances performance for data suppliers and

management.

Integrated and Mobile Multi-Project Management

Integrated and MobileMulti-Project Management

SMARTPHONE-COMPATIBLE

100% WEB BASED

INTERFACES ADD-ONS

integrated and Mobile

7

-40

January March May

PM-Cost without Blue Ant PM-Cost with Blue Ant Return on Investment

40

80

0

Co

sts

in E

UR

ROI from Blue Ant (purchase version) after 9 months

July

Month

September November

return on inveStMent

An Investment that‘s well worth it

The reduced process costs yields the following

‚Return on Investment‘ for a concern with 100

employees.

conventionally with blue ant

work-tiMe recording

Various lists, manual collation and checking,

multiple recording of data in different systems.

Integrated employee/work-time account, in-

corporating work-time recording, Controls (for

overtime/holidays), and release mechanisms for

project heads and line managers.

80% *

co ordinating leave

Telephone requests and responses; requests on

sheets of paper; checks by line managers, re-

lease/publication by the personnel department.

Complete electronic request and release pro-

cess in one system.

75% *

Project SettleMent

Gathering all work-times, co-ordination with

the project-head, converting every role and em-

ployee into cost; establishing a proofing system

for work-times

The release of work-times is automatically

carried out in the settlement; specific invoice

records are taken into account.

25% *

Project Planning

No automatic resource co-ordination; having to

request absence personally; activity planning in

Excel or MS Project; having to submit planning

to Accounts

Project and activity planning with conflict

reports based on information such as absences;

automatic resource co-ordination using Resour-

ce Manager; searches for available skills/capabi-

lities in the knowledge/skills database.

25% *

taSk ManageMent

Co-ordination and follow-up by Outlook, E-mail

or off the cuff

Integrated ticket and task

management,including SLA and chain-of-com-

mand mechanisms.

50% *

Project rePortS

Gathering data and reconstructing it with

Powerpoint

Central Database, current information, multiple

reports at the touch of a button.

25% *

In many project management processes, Blue Ant can help

you to make savings of up to 80%. We reckon that, in total,

process costs can be reduced by an average of 6%.

*Savings with Blue Ant

8

ParticiPantS

PROJECT MANAGEMENT AND CONTROLLINGFor managers, time is a precious commodity and up-to-date

information is the basis on which important decisions are

made. Only when obstacles are identified early, developments

that affect projects become clear and decision-making

processes happen quickly can projects be implemented on

time, on budget and up to scratch. It is not only necessary to

plan and control a project, but to ensure that the perfor-

mance of it is satisfactory to the client. Daily information

updates, which are available in the project area, provide a

basis for this.

PROJECT HEAD/ RESOURCE MANAGERProject leaders are managers of time, so they need manage-

ment tools which give them wide-ranging support from the

beginning of the project to its completion. The daily balan-

cing of planning and reality forms the cornerstone of their

activity.

PROJECT EMPLOYEESProject employees have to take on important tasks within a

project, and time is of the essence. It is vital to have a

platform which facilitates communication with the project

head and the line manager, and also reduces administrative

duties to a minimum. The solution exists, and it is called Blue

Ant.

ADMINISTRATORSoftware must fit seamlessly into your existing infrastructure.

The master data must be quickly adaptable and enable an

extensive rights management system. Here, standards like

LDAP or XML play a significant role. Blue Ant is a new

generation web-based software solution. Using web services,

Blue Ant can be connected to any application.

Project employees

Project managerand controlling

Administrator

Project head

9

You‘ll learn more about Blue Ant‘s various functions in the pages that follow

Planning 10 - 11

Resources 12 - 13

Checklists 17

Knowledge 19

Documents 18

Time Recording 14

Tickets and Tasks 15

Travel costs 16

Project Settlement 20

Project portfolio 21

Controlling 22

Interfaces 25

Add-ons24

functionS

Administration 23

10

4

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�

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User: McRoot, Andy (271080/I)

ActionNew

Level 3

WBS Gantt Network plan Dependencies

Release 9.0.0.109

View Imp./Exp. Reports Quicklinks Help

PROJECTS PLANNING PROJECT PLAN

11 confl icts have arisen.Time recording

Percent complete

Vouchers

Absences

Projects

Tickets

Service assignments

Knowledge

General Reporting

Releases

Management

Administration

Support

Main informationProject profi le

ChecklistsDashboard

Team calender

Documents

ResourcesProject plan

Parameters

BaselineRisksProject controlReportingExtras

Planning

1 - Relaunch www.yourdomain.com36 37 38

Sept 2011 Oct 2011 Nov 2011

39 40 41 42 43 44 45 46

1.1 MS - Go1.2 MS - Kickoff meeting1.3 Project Management1.4 MS - Wirframes/Key Screens1.5 Further specifi cation1.6 MS - Acceptance Specifi cation1.7 - Developement

1.7.1 Technical project management1.7.2 Developement1.7.3 Technical documentation1.7.4 Coordination1.7.5 Bugfi xing1.8 Documentation / handbooks1.9 Quality Assurance1.10 MS - System installation1.11 Adding Content1.12 Acceptance Test 1.13 MS - Acceptance task passed

1.14 MS - Going live

Project head plans

budget and time

Fig. Gantt Chart of a Project

Employee records

work-times and

progress

Employee records

work-times and

progress

Comparison of target/

actual work costs in

the budget

management

Settlement of

approved work

4

4

4

4

4

4

Individual project management is the cornerstone of multi-project management. Blue Ant

supports the project head in project planning and project control, allowing the project head

to decide which project members should have which rights entitlements within the project.

The project head can also grant the client access to the project material. All of this combines

to give the project team a unifi ed project platform for communication and interaction when

involved in the day-to-day activity of the project

Planning

functionS

Project planningQuick and easy project creation using wizards and

template management

Options to use classical or agile planning methods

Simple processes for creating and editing project plans

using MS Excel

Import function of all project data from templates,

projects and MS Excel

Defi nition of standard, project or individual role cost-

rates up to activity level

Options to invoice for each activity

Planning interfaces compatible with MS Project

Each activity and planned cost can be invoiced

Settlement methods (proactive and retroactive), in-

cluding critical paths and confi gurable confl ict reports

Options to create any number of baselines using

current planning and/ or other baselines

Options to create any number of links between

activities throughout the multi-project structure

Displays showing main and sub-project structures -

including all activities – accessible in either WBS or

Gantt form

Options to link documents and activities

Defi nition of employee, project or individual cost-rates down

to the level of activities

11

�

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Time

Costs

Profi tability

Importieren

ViewAction

Release 9.0.0.109

Report Quicklink Help

PROJECTS DASHBOARD

All calculations have the current date as a basisIntern

Quicklinks

Time recording

Percent completeStatus

Activities

Quotes

Milestones

Vouchers

Ressources

Invoice

Documents

Development Work-times

Vouchers

Absences

Projects

Tickets

Knowledge

Controlling

Releases

Management

Administration

Support

Main informationProject profi le

ChecklistsDashboard

Team Calendar

Documents

Project controlReporting

Parameters

Extras

Planning

100.00% Actual work

0 Requested11 Completed

Target invoiceAllocatedOpen 41.273,00170,0034,868,46 041.273,006.404,531741.273,00

No milestones exist. No documents exist.

73,63 PT MD Released 0,00 PT MD Settled

98.36% Actual percent complete

11 Reserved1 In progress

SettledNot allocatedConfi rmed

View costs...Create quotation...

To trend analysis...

Current completion...

View project participants... to the documents...

0,00 PT Open96.72% Percent complete plan

0 Contacts0 Open

OpenTotalTotal

0,00 PT Declined % c

ompl

ete

Time0

50

100

4

4

4

4

4

4

4

4

4

4

4

4

4

4

functionS

Project controllingChanging project status, with workflows and entitlements

Freely configurable status reports

Generating key figures (profitability, turnover, margins)

Dashboard to enable control over all information and links

Prognoses of work volumes required, and milestone trend

analysis

Performance overview using comparisons (preallocations,

plans, baselines, actual, estimated)

Tabular or graphic overview of development work or

remaining development work

Costs and budget controls

Adjusting planned values to work-values swiftly and simply

Drawing up project settlements for clients

Directory of changes made throughout the project

Archiving of projects

Own report generator

Providing project information and key data via Smartphone

Blackberry Curve 8310 and Blackberry Pearl 8100

All key project data at a

glance – in real time and

without manual data

preparation. This source of

information can be expanded

by means of individual status

reports, and it can also be

rendered as a pdf document

or a slide presentation. The

project planning and control

processes are mutually

dependent. For this reason,

Blue Ant makes information

relevant to controlling

available within the project

plan.

4

4

4

Budget and quote managementTop down budget allocations for main and sub-projects, in

fiscal terms or as man-days

Creating any number of quotes with status freely

defined as fixed-price or cost-indexed

Quote values on the basis of project plans or freely

defined positions

Invoice proposals with payment deadlines for settlement

according to quotes or on the basis of actual data

Quick definition of budgets through the transfer of ‘plan’

and ‘actual’ files

Budget calculation through provision of turnover rate

Free definition of costs and investment types and their

structure

4

4

4

4

Fig. Project cockpit

12

functionS

Unlimited work-time models, a variety of public holiday

calendar options, and individual skill profi les enable resources

to be deployed simply, quickly and effi ciently. The reservation

process is given sterling support courtesy of integrated leave

management, and this means that any potential staff

shortages can be quickly identifi ed.

Functions of resource planning Any number of work-time calendars/ work-time models can

be defi ned for employees

The option to document the skills available in the company

Planning resource deployment

Skill defi nition for all employees (knowledge management)

Resource searches based on required capabilities

Automatic inclusion of reservation periods in the calculation

Swift, cyclical reservation of employees using the reservation

plan

Simulation of employees

Employee, project and company forecasts

Support for resource planning thanks to the resource mana-

ger, by means of required skill defi nitions

Formation of project team calendar

Managing contacts, including organisation and cost-centre

structures

Defi nition and settlement of service times

Defi nition of cost-rates of employee including historicising

Quick allocation of cost-rates through employees of a given

position

Resources

Employee plans

leave

Employee requests

leave

Line manager/

supervisor

approves/declines

Entry in the leave

calendar

Request taken into

account in budget

management

Email to line

manager/

supervisor

Email to line

manager/

supervisor

Feedback via

SmartphoneFig. Release process - leave

4

4

4

4

4

4

4

4

4

4

4

4

4

4

4

�

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� �

�

�

Time recording

Percent complete

Vouchers

Absences

Projects

Tickets

Service assign-ments

Record absence

Leave statistics 2011

Absence1-- - -- - -

- -

864

4

753

3

151311

11

141210

10

222018

18

211917

17

24

24

29-

-

18

1522

29

18

1522

29

18

15

22

29

1

8

1522

29

18

15

22

29

18

15

22

29

1

81522

29

18

15

22

29

18

1522

29

1

8

1522

29

18

15

22

27-

- -

-

613

2027

6

13

20

27

6

132027

6

132027

6

13

20

27

613

2027

25

25

-

- -

411

1825

4

11

18

25

411

1825

411

1825

4

11

1825

411

18

25

28-

-

--

-- -

-- -

7

1421

-- - --28

7

14

21

28

7

1421

28

7

14

21

28

7

142128

7

14

21

28

7

142128

26-

-

- -- -

-

- --- --

-

-

-

-

-

- -

-

- - -

-

-

-

512

1926

5

12

19

26

6

132027

4

Mo

Mo

Mo

Mo

Mo Mo

Tu We

January

April

July

October

Planned Requested Approved Declined Non-working Day

February

May

August

November

March

June

September

December

Th Fr Sa Su

111825

7

142128

5

121926

6

132027

7

142128

5

121926

613

20

27

512

19

26

6

13

20

27

7

14

21

28

5

12

19

26

512

1926

5

12

19

26

512

1926

31

-

310

1724

3

10

17

24

3

10

1724

310

1724

310

1724

4

111825

5

121926

3

101724

6

13

20

27

7

14

21

28

4

11

18

25

5

12

19

26

3

10

17

24

3

10

1724

2

2

9

9

16

16

23

23

30

30

30

30

31

31

31

310

17

24

3131

-

2 2

2

9 9

9

16 16

16

23

30

2

9

16

23

30

2

9

1623

30

29

16

23

30

2

91623

30

2

9

1623

30

29

16

23

411

18

25

310

17

24

30

29

16

23

23

23

LeaveWhole dayWhen17.10.2011Date from

21.10.2011to dateTime: StartTime: Finish

Project Leave

Short descriptionComment

Contractual leave Current leave correction∑ Current year‘s leave

26,00,0

26,0

0,00,0 0,0

0,0

26,09,0 0,0 21,5

-4,5

Remaining leave from previous yearRemaining leave approvedRemaining leave expiredRemaining leave still open

Total leavePlannedRequestedApprovedRemainder

Comment only visible to editor

Show

Request Plan

Knowledge

General reporting

Releases

Management

Administration


Quicklinks Help

ABSCENCES ANNUAL CALENDARRelease 9.0.0.109

Year 2011

Support

Overview

Weekly calenderAnnual calender

Request

Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su

Tu We Th Fr Sa SuTu We Th Fr Sa SuTu We Th Fr Sa Su

Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su

Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su

13

Functions of reaource planningLeave and absence management including approval

processes

Availability of absence overviews via Smartphone, Blackberry

Curve 8310 and Blackberry Pearl 8100

Comparison of leave and absences with MS Exchange

conventionally with blue ant

Processing time: 37 minutes, avg. 8 mins avg.

Having to tie up valuable resources unnecessarily, (Line managers,

project heads)

Valuable resources only briefly

involved

Different means of communication One means of communication

Process cost per request ca. 50 EUR Process cost per request ca

11 EUR

Working more efficiently with Blue Ant

ProceSSing tiMeS con-ventional

with blue ant

Planning leave

Complete request

Sending to LM/PH

1 min.

2 min.

1 min.

-

Approval/Refusal by LM

LM checks release

Agreement of LM

Follow-up phone call

Informing EE

5 min.

10 min.

10 min.

2 min.

5 min.

-

2 min.

-

Publication

Backoffice informieren

Entry in leave file

1 min.

1 min.

-

-

Entry in budget management

Balanching systems

5 min. -

37 min. 8 min.

functionS

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functionS

Work-time recording is one of the things that form the basis of an economically-sound

evaluation of all projects. Blue Ant supports all participants of a project with a variety of

recording options. All recorded work-times are forwarded to the relevant responsible party

for approval and settlement. Automatic validations are a valuable aid when recording and

editing work-times.

Time Recording

Work-time recording and work-time management Work-time recording with calendar function and weekly

overview

Quick and precise recording thanks to the stopwatch

functionality

Recording of work-times for other employees

Option to report completion of working weeks

Recording of estimated excess and remaining work

Overtime account, including carry-over option

Recording time using either from/to (times of day) or

durations

Configurable overbooking for each activity

Indirect cost centres for the precise calculation and

settlement of work-times

Freely selectable release processes for work-times

Collective work-times

Deadline rules for work-times

Checking completion of work-times according to the work-

time model

Locking the calendar week once completion has been repor-

ted

Fig. Time Recording

�

--Quicklinks--

Time recording

Percent complete

Vouchers

Absences

Projects

Tickets

Service assignment

Hochladen

Knowledge

General Reporting

Releases

Management

Administration

Support


Action Report Quicklink Help

Time recordingRelease 9.0.0.109

Date

12.12.2011 Consult Project (agile) Roll Out


14.12.2011 Serice Request SAP FI/CO



16.12.2011 Relaunch Customer Website Technical project managemen


Start

08:00 16:00 16:00 00003

08:00 13:00 13:00 00003

08:00 09:19 09:19 00002

08:00 12:00 12:00 00003

08:00 09:00

00:00 25:49

09:00 00003

09:19 11:19 11:19 00003

12:00 16:30 16:30 00007

Finish Break Duration Ticket Project Prj-no. AktivityDay

Mo

Tu

We

We

Th

Fr

Th

DateDuration

Ticket

ProjectActivity

State

TaskComment

Billable

Single Day Week

December 201114.12.2011

3,5

- - - 1 2 3

10865

1312 15 17

24222019

2726 29 31

4

1197

14 16 18

252321

28 30

Fr Sa SuThWeTuMoRelaunch Customer Website

implemented activity

Compulsory fi eld: Input requiredSave

1.7.1 Technical project managementPlan/actual work in hrs 48:00 / 20:30 99

% - complete48,00

Estimate in hrs

The integrated time-recor-

ding permits feedback about

the work done on both

projects and tickets.

15

4

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4

4

4

Tickets & Tasks

Thanks to the ticket system integrated into Blue Ant, it is

possible to collate, edit and survey all tasks, whether they

arise in the course of projects or not. The fully-integrated

ticket system links those aspects of everyday work that resist

easy planning to the overall project plan.

Fig. Ticket recording

functionS

Functions of ticket and task managementFree workflow configurations showing responsibilities

and news

Supporting support teams

Order of work and tasks for participants displayed

Supporting reminder functionalities

Quick and easy recording thanks to ticket templates

Drafting of Service Level Agreements, incorporating

support time, reaction and warning times, and

settlement types.

Configuring escalation and warning mechanisms

Copying tickets in new or existing activities

Creating and editing tickets via email, through any email

account, including Domain White Lists

Full integration in work-time recording, project planning,

evaluation and controlling

Escalation via Smartphone Blackberry Curve 8310 and Black-

berry Pearl 8100

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--Quicklinks--

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Time recording

Quicklinks

Percent complete

Vouchers

Absence

Projects

Tickets

Service assignments

Save

Knowledge

General reporting

Releases

Management

Administration

Support


Back New Action Send Report Help

TICKETS DETAILSRelease 9.0.0.109

General

Edit tickets

Client

Project

Topic & Team

Service Level Argreement (SLA)

Participiants

Documents Work-times History

Designation

Status

Client

Project

Subject

SLA

Team

Priority

Contact

E-Mail

Responsible

Type

Desired completion date

Warning time

Activity

Plan (hrs)

Please check on furniture ABCD346 in Hall 1

New

Sample Enterprise

AZ-Mobile-01

Blue Ant

Request

09/27/2011 13:00 PMTarget completion date

06/30/2011 17:00 AM

--- Division---

Ressource

Comment Internal Creator

McRoot, Andy (271080/I)

Double click to add new participants

Double click for new commentary

Plan (hrs) Actual(h)

00:00

Fertigstellung Plan

09/27/2011 13:00 AM

Follow upWorkfl ow

Reaction time

Participiants

Ticket

B

McRoot, Andy (271080

[email protected]

SE Blue Ant

Request

09/27/2011 13:00 PM

07/11/2011 11:00 AM

Doe, Jon (0000/I)

NumberCreator

Plan (h)Actual (h)

Target deadlineDesired completion date

2151McRoot, Andy (271080/I) on 06.01.11 17:18

05:0000:00 (00:00)

27.09.11 13:0027.09.11 13:00

Individual ticket templates

can be used to draw up a

variety of ad hoc permuta-

tions of project business.

16

4

4

4

4

4

4

4

functionS

Travel costs represent not only costs involved in a project,

they also generate additional organisational work. Vouchers

have to be checked, expenses refunded and travel cost

settlements entered. Blue Ant’s travel cost module gives you

invaluable assistance for all of this.

Travel costs

Functions of travel cost recordingOption to define any number of collective vouchers and

voucher types

Individual workflows for collective voucher types

Free configuration of controlling elements

Country-specific expenses, kilometre flat-rates, VAT rates

and archiving.

Simple updating of expenses and kilometre flatrates by

means of importing

Quick and simple recording or voucher and travel costs

in project settlement.

Export of voucher entries

Fig. Travel cost recording

The integrated travel cost

recording allows you to enter

vouchers, and directs you to

places where you can

administer checks and

approval procedures – the

project head or the back

office, for example. The

export of data ensures that

the accounts department can

receive the relevant entries

automatically.

--Quicklinks--

Time recording

Percent complete

Vouchers

Absences

Projects

Tickets

Service assignments

Upload

Deductions for free sustenance

Date Duration Overnight funds Deductions Amount

07.11.11 14:29 12,00 12,000,00

0,00

0,00

0,00

0,00

0,00

24:00 24,00 24,00

24:00 24,00 24,00

24:00 24,00 24,00

15:00 12,00 12,00

96,00 96,00

08.11.11

09.11.11

10.11.11

11.11.11

Upload

Save

Add

Knowledge

General Reporting

Releases

Management

Administration

Support


Cancel Help

VOUCHERS COLLECTIVE VOUCHERSRelease 9.0.0.109

Collective Vouchers type Collective Voucher no

Project

Comment

Travel cost

Sample MZ EZ Vouchers for McRoot, Andy

Attachment

Voucher type Description expenses

Deductions 0,00

From Activity 1.5 Customer desire

Gross 96,00

To Overnight funds 96,00

Less VAT

Net 96,00

Invoice 96,00Refunded

Current attachment: business_ex

Country Destination Germany

EURCurrency

VAT in %

Billabale vExpenses

Attachment • business_expenses.pdf 0,2MB

Ust in %

Expenses

07.11.2011, 09:30

11.11.2011, 16:00

Collective Vouchers

Record individual vouchers

17

4

4

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4

Checklists

Small tasks and reminders do not belong in the project plan, as they would only expand it

unnecessarily. These small but nonetheless important tasks are found in the checklists

developed specifically for them. Checklists indicate important standards in the projects, and

help to ensure that these are kept to. There is no real limit to how many checklists can be

created for projects, imported or individually amended.

Aufgaben einer Checkliste

Description of checklist functionsOptions to define as many checklists and tasks as required

in the project

Free allocation of tasks and reminder functions

Tasks can be completed simply

Completed tasks are automatically forwarded

Templates can be defined

Work directives issued during

project meetings can be

swiftly recorded within the

project, and allocated to the

relevant responsible party. If

there are project templates in

which typical reminders or

task settings have already

been defined, these are then

made available to the project

as checklists.

functionS�

--Quicklinks--

�


Project number:Project name:Project status:

From:By:

Project type:Currency:working hours in:

02078In House TrainingC-Realization

1 Briefi ng on new product functionalitiesUpdate of admin manual & user manualUpdate marketing material

Update Administrations manualUpdate Installation manual

Create short update information for customers

update training papers

Verifi cation of the Update Info

Updating the positions in marketing material

Update Website

Updating of customer contractsUpload the new Version in-cluding Dokumente

Customer Mailing

Partner Mailing

Update LinkedIN/XING/Twitter/Facebook/Youtube

4 weeks before release Open 10.10.2011

10.10.2011

10.10.2011

10.10.2011

10.10.2011

10.10.2011

10.10.2011

10.10.2011

10.10.2011

10.10.2011

10.10.2011

10.10.2011

10.10.2011

10.10.2011

10.10.2011

McRoot, Andy(2710180/I)















1 Open

1 Does the User manual include all new features

Open

1 Does the administration manuel include all new features

Open

1 Does the administration manual include all new features

Open

1 Open

1 McRoot, Andy(2710180/I)







Open

1 McRoot, Andy(2710180/I)

Should be checked by marketing depart-ment and partner department

Open

1 Doe, John (12/I) Open

1 Doe, John (12/I) Open

1 Doe, John (12/I) New features include Open

1 Doe, John (12/I) upload the new version in the download area

Open

1 Smith, Jane (2/I) Open



Show only my to-dosOnly show open tasks

SearchHide Save Delete Reduce

Show shortened description

05.01.201103.09.2012

Reference projectEURh

ActionNew Imp./Exp. Reports Quicklinks Help

PROJECTS CHECKLISTS

Time recording

Percent complete

Vouchers

Product A [0/15]

Order. To-Do For Description Status von

Last changed:

Project- initialisation[0/2]

Absences

Projects

Service assignments

Tickets

Knowledge

General Reporting

Releases

Management

Administration

Support

Dashboard

DocumentsMain informationBlogProject profi leTeam calendar

ParametersPlanningProject controlReportingExtras

Checklists

Release 9.0.0.109

18

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functionS

Documents

Blue Ant’s document management system enables the

management of project-specific documents which have been

created, changed or deleted by project members. The

documents are provided with header data in a menu tree, so

that they can be easily retrieved using a search mechanism.

Functions of document managementFreely configurable file structure for projects and templates

Integration into projects at the touch of a button

Storage for multiple documents

Option to link documents and activities

Unlimited key word search for fast retrieval of documents

Free allocation of editing rights

Versioning of all documents

Storage of documents in tickets

The document filing system

within Blue Ant makes it

possible to administer

project-related material in a

central location. By allocating

individual documents to

activities, you give the project

participants partial access to

important information.

Successive versions keep track

of the changes and maintain

an archive of the individual

document groups.

Fig. Allocating documents to activities

�

--Quicklinks--

�


Project Folder

-- Templates-- Import

Edit Folder1. Specifi cations2. Change request

Sample change request

ProtocollTransport

QuicklinksNew

Release 9.0.0.109

Help

PROJECTS DOCUMENTS

Quicklinks

Time recording

Percent complete

Vouchers

Absence

Projects

Tickets

Service assignments

Knowledge

General reporting

Releases

Management

Administration

Support

Save

Project profi le

ChecklistsDashboard

Steckbrief

Documents

Team calendar

Main information

Project controlReporting

Parameters

Extras

Planning

Project number:Project name:Project status:

Start:End:

Art Project:Currency:working hours in:

02078In House Training 2011C-Realisierung

05.01.201103.09.2011

Document name

Description

URL

2. Change Request

www.proventis.net

Activity

Position

Rights All may readProject members may read

project members my write

Project membersmay delete

1 Relaunch www.yourdomain.co.uk 1.1 MS - Go 1.2 MS - Kick off meeting 1.3 Project management 1.4 Further specifi cations 1.5 MS - Acceptance specifi cations2 Developement 2.1 Technical project management

Sample change request

Reference projectEURh

19

4

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functionS

Knowledge

Knowledge maps give you the option to switch between the target profiles and the actual

capabilities of employees. At the same time as you are creating a new project employee in the

system, the skills of these employees are identified in the employee management section. The

employee profile can be updated at regular intervals to reflect the increasing knowledge and

capability of the employee.

Knowledge maps for more transparency in the projectThe knowledge tree can be freely defined

Target profiles can be created for employees

Allocation of skills and defined characteristics about employees

Option to search resources by skills

Knowledge map in the form of bar diagrams, network diagrams

or line diagrams

The option to archive and historicise changes to skills to show

learning curves

Blue Ant allows for the

management of resources on

the basis of their particular

skills. This information is

available both to for resource

management itself and also

to project managers, to help

identify suitable project

resources.

Fig. Comparison of Target and Actual profiles

�

--Quicklinks--

�

Time recording

Percent complete

Vouchers

Absences

Projects

Tickets

Service assignment

Knowledge

General reporting

Releases

Management

Administration

Support


Back Update Report Help

GENERAL REPORTING EMPLOYEE KNOWLEDGE RESULT Release 9.0.0.109

Table view Spiderweb view Line chart view

DB 2

English

Mac OSX

Max DB

MySQL

Oracle

PerlPostgres

Is_Profi le Target_Profi le

Pythos

Windows

Unic

SQL

Ruby

Evaluation form:Profi l:Employee:

Employee type:Division:

Location:Position:

Abgleich Soll/Ist-Profi lSoftware developerAll

AllAll

AllAll

AbsencesActivities

TurnoverUtilisation

Work-time evaluationWeek completedCostsKnowledgeProjects

Employee

20

4

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functionS

If you need a conformation process for work performed and costs incurred within the project,

the settlement options within Blue Ant are on hand to help. The project settlement automa-

tes the collocation of data, as well as the settlement of all necessary cost items (work,

material and travel costs). You can avail of a project-wide overview of all the performed work

which must be settled, as well as that which is still ongoing.

Project settlement

Project settlement options in Blue AntOption to select all costs relevant to settlement

Option to adjust and edit settlement data at field-level

Capacity to modify recorded work-times for projects

and tickets at agreed intervals

Fixed-rate or automatic project settlements

Partial settlement of tickets

Partial or complete cancellation of settlements

Availability of project settlement in PDF format

The project settlement facility

in Blue Ant enables a swift

and glitch-free calculation for

all relevant items, whether

work-times, travel costs or

tickets. Statuses enable the

quick retrieval of information

relating to work approved by

clients, as well as the possibi-

lity to settle them.

Fig. Performance settlement in overview

�

--Quicklinks--

�

Time recording

Percent complete

Vouchers

Absences

Projects

Tickets

Service assignments

Knowledge

General Reporting

Releases

Management

Administration

Support


Back New Action View HelpQuicklinkReport

MANAGEMENT PROJECT SETTLEMENT PROJECTRelease 9.0.0.109

2011_1201

2011_1203 2011_1203 Quote 100.000,00 11.04.2011 100.000,00

2011_1202 2011_1202 Quote 3.000,00 14.04.2011 3.000,00

2011_1201 2011_1201 Quote 47.000,00 15.04.2011 47.000,00

150.000,00 150.000,00

12031202

1201

Euro0

Actual

Target 150.000,00

Settled 150.000,00

P & L 150.000,00

Open

100.000 200.000 300.000Quote AB 1

Project number:Project name:Project status:FromVolume confi rmed

Project type:Currency:work in:

Target Invoice

Start:End:

CreatorFix

45610Blue AntA - Projektidea13.04.20113.000,00

01.04.201131.12.2011

McRoot, Andy (271080/I)Ja

Internal ProjectEURPT

150.000,00

Quote GH 4

Quote XY20

100.000,00

3.000,00

47.000,00

150.000,00

19.04.2011

31.05.2011




Invoice-Nno

IP-no.: Designation

Angebot Gültig bis

Type Proposal Deadline Settled

Status Date

no. Designation Quote Valid until Creator

Settled Invoice type Start

Settlement

Invoices

Invoice Proposals

QuoteOverview

From Number Amount Type

Transferred 14.04.2011

12.04.2011

47.000,00 47.000,00 QuoteActual cost

Actual cost

Actual cost

2011_1201

2011_1202

2011_1203

Transferred

Transferred

14.04.2011 3.000,00 3.000,00 Quote

100.000,00 100.000,00 Quote

2011_1202

2011_1203

150.000,00 150.000,00

Project settlementProject archive

TeamsPersons

Organisational structure

Clients/ contactsNews ticker

Vouchers

21

4

4

4

4

4

Project portfolio management is a part of multi-project management. Essentially, the goal of

project portfolio management is finding and selecting the right projects, which go to make

up the project portfolio.

Project portfolio management is geared towards a greater effectiveness of projects from an

economic point of view. Above all, though, it is about the successful implementation of

projects.

Fig. Portfolio analysis

Project portfolio functionsCreation of ad hoc scenarios

Wide-reaching filter for creating portfolios

Option to create unlimited number of portfolios

Availability of portfolio in tabular or graphic form

Possibility of exporting data to HTML, PDF or CSV

Complex project landscapes

can, with the help of portfolio

visualisation, be appraised

and assessed graphically. In

this way, a variety of questi-

ons relating to multi-project

management can be answe-

red by simply turning to the

portfolio.

�

--Quicklinks--

�


ViewBack

Search settings:Project name:Status:Incl. archive projects:X-axis:Work:

Proj.Division:Project type:Bilable projects only:Y-axis:Currency:

Client:Priority:Access to live data:Z-axis:Display:

Portfolio

Service

Reference project

IT- Project

Internal Tasks

Proj

ect

type

Internal Project

Consulting Project

Arrangements

Agile Project

0.0 0.5 1.0 1.5 2.0 2.5 3.0 3.5 4.0 4.5 5.0 5.5 6.0 6.5 7.0

Attention: In this set-up no individual projects are shown, only totals.

Status: 10.10.2011, 02:49 (max. time period 01.01.2009 - 01.01.2016)

7.5 8.0 8.5 9.0 9.5 10.0

NoC - RealisationNono. Ressourcesin PT

Sample GmbHNoNoProjekt typeEUR

NoNoNoProject durationGraphical

Release 9.0.0.109

Update Report Help

CONTROLLING PROJECTS PORTFOLIO SEARCH DETAILS

Quicklinks

Time recording

Percent complete

Vouchers

Absences

Projects

Tickets

Service assignments

Knowledge

Controlling

Releases

Management

Administration

Support

EmployeeProjects

TurnoverUtilisation

Labour cost

Client cost centre

Percent completeCosts/ Budget

Baseline

LandscapeForecastPortfolio

Budget allocation

functionS

Project portfolio

22

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functionS

At the touch of a button, you can obtain a departmental or

company-wide overview showing the utilisation and planning of

your resources in graphic or tabular form. All projects (main and

sub-projects) can be displayed with the most important

parameter/plan/actual data, and then compared with each

other.

Controlling

Fig. Graph

Fig. Network diagram

All the data recorded in the multi-project management data

is available for detailed appraisal and reporting. The current

state of resource utilisation can be accessed in just a few

clicks.

Thanks to the integrated personal information, requirements

arising from the projects can be aligned to actual utilisation

data.

�

--Quicklinks--

�

�

�

�

�

�

�

�

�

�

��


Grouped according to Projects

All

dat

a in

% 450

0

22.2

010

23.2

010

24.2

010

25.2

010

29.2

010

35.2

010

26.2

010

30.2

010

36.2

010

27.2

010

33.2

010

31.2

010

Plan

Stand 24.05.2011 17:34 (max time period 01.01.2010 - 01.01.2011)

37.2

010

39.2

010

28.2

010

34.2

010

32.2

010

38.2

010

40.2

010

900

Suchen

ActionBack View Update

Level 2

TotalOffi ce Move

Management /Board

Management /Board

Software productionproventis GmbH

Management /BoardManagement /Board

Project ResearchAdministration

Reports Help

CONTROLLING UTILISATION SEARCH DETAILS

Quicklinks

Time recording

Percent complete

Vouchers

Absences

Projects

Tickets

Knowledge

Controlling

Releases

Management

Administration

Support

UtilisationTurnoverClient cost centre

EmployeeProjectsReservation plans

Release 9.0.0.109

�

--Quicklinks--

�

�

�

�

�

�

�

�

�

��

�


Grouped according to Employee-Division

All

dat

a in

%

0

53.2

010

07.2

011

19.2

011

31.2

011

40.2

011

46.2

011

04.2

011

16.2

011

28.2

011

37.2

011

11.2

011

22.2

011

34.2

011

43.2

011

49.2

011

01.2

011

14.2

011

26.2

011

09.2

011

20.2

011

32.2

011

41.2

011

47.2

011

05.2

011

17.2

011

29.2

011

38.2

011

12.2

011

23.2

011

35.2

011

44.2

011

50.2

011

02.2

011

15.2

011

27.2

011

10.2

011

21.2

011

33.2

011

42.2

011

48.2

011

06.2

011

18.2

011

30.2

011

39.2

011

13.2

011

25.2

011

24.2

011

36.2

011

45.2

011

51.2

011

52.2

011

53.2

011

01.2

012

Availability Plan

Stand 24.05.2011 17:34 max time period 01.01.2010 - 01.01.2011

300

270

240

210

180

150

110

80

50

10

Suchen

ActionBack

Release 9.0.0.109

View Update

Level 3

Total proventis GmbH

Management BoardManagement BoardAdministration

Reports Help

CONTROLLING UTILISATION SEARCH DETAILS

Quicklinks

Time recording

Percent complete

Vouchers

Absences

Projects

Tickets

Knowledge

Controlling

Releases

Management

Administration

Support

UtilisationTurnoverClient cost centre

EmployeeProjectsReservation plans

Functions within controllingReports and queries

Costs and budgets

Budgetary management

Project work-costs

Project landscapes

Employee work-costs

Work volumes

Baseline evaluations

Completion and progress evaluations

Utilisations from live or mirror data

Cost centre evaluations

Client turnover

Employee activities

Extensive, project-wide utilisation overviews

Tabular and graphic project landscape views

Various overviews from a company, project or employee

viewpoint

Projected excess work volumes

Work and remaining work progressions

Availability of various reports on the Smartphones

Blackberry Curve 8310 and Blackberry Pearl 8100

Monthly performance reports for departments, individual

release processes and their controlling

23

4

4

4

4

4

4

4

4

4

4

4

4

4

4

4

4

4

4

4

4

4

4

4

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4

functionS

Blue Ant can be adjusted to meet your particular requirements

using web interfaces, allowing you to configure approval

workflows, create rights profiles, manage web services for

mobile applications and record master data. This greatly

expedites maintenance and reduces unnecessary administrative

work.

Administration

User interfaces100% web capability

Intuitive operation

Availability via Smartphone Blackberry Curve 8310 and

Blackberry Pearl 8100

Individualised layout of start page and many other settings

Swift data preparation through AJAX technology

Unlimited language and formatting support (Date, Time,

Duration)

Simple and expanded search with predefined search settings

User defined configuration of overviews and tables

Compressed data overview in the form of index cards

Full-picture function for complex displays

Complete adjustment for all texts, fields, etc to the

company’s language

Option to modify the corporate design of your company

Freely configurable menu entries

Rights managementUnlimited allocations for users and user groups

Option to save individual project-related rights

Option to archive/historicise rights allocations

Access rights to employee, project and controlling data

Unlimited alias user names

Increased customisingIndividual fields in the whole system

Reports tailored to individual customers using the report

generator BIRT

Configurable workflows

Master data management and translation

Individual settings per employee

Definition of templates for documents, emails, projects

and checklists

Definition of column configuration

LDAP or ActiveX configuration

SSO configuration

Project settings

Connection of report generators

24

4

4

4

4

4

4

4

4

functionS

On the basis of web services made available by us, a wide

variety of extensions (add-ons) can be devised. These add-ons

optimise and extend the use of individual functions or enable

other media such as mobile phones or MS Excel.

Add-Ons

Add-ons also available in Blue Ant:Recording of work-times in MS Excel

Transfer of data for the desired time period to Blue Ant

Work-time recording for other Blue Ant users

Feedback of completion and the remaining work of

one user with the help of a handy or PDA.

Recording of tickets on a portable terminal

Blue Ant iPhone appRecording of work-times

on available projects and

tickets.

Recording of degrees of

completion

Overview of all recorded

work-times of the account

being used

4

4

4

4

4

4

Blue Ant supports the following procedural models and norms

GPM/IPMA

ISO 69901

PMI/PMIBOK

Prince 2

V-Modell

Individual processes

Fig. Blue Ant iPhone App

Work-time recording Record work-times

Date 01.03.2011

Duration 03:20

Ticket

Project Blue Ant iPhone App

Activity Record work-times

Task Development

Comment WebServices ...

Plan: / Actual: 08:00 / 03:20

Completion 0.00

Blue Ant ? KW 8 - 2012 Save

Recorded work-times

Blue Ant on the Web

Feedback

Setting

Work-time recording on projects and tickets

o2 - de 76%08:51

Overview of work-times already recorded

Change to the web version of Blue Ant

Let us know what you think aboutthe Blue Ant iPhone

Change the setting of the "Blue Ant iPhone App"

Work-time recording Record work-times

Date 01.03.2011

Duration 03:20

Ticket

Project Blue Ant iPhone App

Activity Record work-times

Task Development

Comment WebServices ...

Plan: / Actual: 08:00 / 03:20

Completion 0.00

Blue Ant ? KW 8 - 2012 Save

Recorded work-times

Blue Ant on the Web

Feedback

Setting

Work-time recording on projects and tickets

o2 - de 76%08:51

Overview of work-times already recorded

Change to the web version of Blue Ant

Let us know what you think aboutthe Blue Ant iPhone

Change the setting of the "Blue Ant iPhone App"

25

4

4

4

4

4

4

4

4

4

4

4

4

Interfaces

As a general rule, existing systems should be integrated and

not replaced. The users tend to be accustomed to them, and

can use them to negotiate their way through the additional

possibilities offered by a project management software more

quickly. Blue Ant offers interfaces and web services, to

control external systems, or to be controlled by them.

Interface FunctionsSmartphones BlackBerry Curve 8310 and BlackBerry

Pearl 8100

Web services

Data exchange via XML

MS-Project-Interface

Import Activities via MS Excel

Transfer of data to SWOT

functionS

MS Exchange Server 2007 SPI

LDAP/ActiveDirectory link for user authentication

SSO access through open SAML and Windows Domain

Export of all data to PDF, HTML and CSV (MS Excel)

Integration of wiki, forums, web applications

Add-ons for work-time recording, ticket search and recording

and much more

Fig. Web Services

WEB SERVICESDIRECT ENTRY BLUE ANT FOREIGN ENTRY APPLICATIONS

SAP®

Microsoft Access™

Lotus Notes®

Employeedata

Lave

work-time Work-time

Project- and Resource management with Blue Ant

WEB SERVICES

WEB SERVICES

WEB SERVICES

Activity

Leave

Tickets

Microsoft Access ™ is a registered trademark of Microsoft Corporation. Lotus Notes ® is a registered trademark of IBM Corporation. SAP ® is a registered applicationTrademark of SAP Germany AG & Co. KG.

26

Blue Ant is…

...Multiple Language Compatible

...Rights and Role-Based

The Smartphone-optimised

“Mobile Cockpit” enables, among

other things access to the most

important information, whether of

a project, tickets or resources in

Blue Ant. This allows the user to

call up project-control information

on the move. This feature helps the

project leader a great deal in

speeding up the obtaining of

project-relevant information.

Access rights can be

individually controlled for

every field level and

employee.

...100% web-based

...Process-Oriented

At any time, and from any

internet-compatible compu-

ter, you have access to your

project data. This enables the

formation of virtual teams

and means work need not be

location-specific

All processes are

displayed as universal

and extensive automa-

ted workflows. The Smartphone-optimised “Mobile Cockpit” enables,

among other things access to the most important

information, whether of a project, tickets or resources

in Blue Ant. This allows the user to call up project-

control information on the move. This feature helps

the project leader a great deal in speeding up the

obtaining of project-relevant information.

With web services, data and information from external

applications can be read and restored with Blue Ant.

This way, the connection to other software solutions

and the enhancement of Blue Ant is quickly realised.

in brief...

...Mobile

...technologically open

27

the Solution to Suit you...

System Requirements Server

Operation system Windows NT / 2000 / 2003 / 2008 Server / Linux / Unix / AIX / Sun Solaris

Database System Oracle ab Version 9 / MAXDB ab Version 7.6 / MS SQL Server ab Version 2005 / Postgr SQL ab Version 8.2

Web Server Apache / Tomcat 5.5 X

Run-Time Environment Java SE Developement KIT (JDK) Version 6

Hardware (ca. 50 users) 2,6 GHZ Dual CPU or higher

80 GB hard disk or higher

4 GB RAM or higher

client

Web Browser MS Internet Explorer 7.0 onwards / Mozilla Firefox or related / Apple Safari

Monitor solutions 1.280 x 1.024 Pixel (recommended)

Blue Ant Productline

BLUE ANT STANDARD is

suitable for companies who

want completely individual

confi guration in their project

management system.

The expansive BLUE ANT

ENTERPRISE solution is

suitable for businesses and

concerns whose main focus is

on smooth integration into

their company‘s existing

IT-infrastructure.

Blue Ant as an SAAS-Solution

is suitable for companies

who are interested in renting

rather than buying, but who

don‘t want to forgo the all-

inclusive service.

BLUE ANT EXPRESS represents

an entry-level solution for

smaller outfi ts and concerns,

who are looking for an

inexpensive but functionally

wide-ranging approach to

project management.

eXPreSS Standard enterPriSe SaaS

Blue Ant Modules

Master Data Administration

Administration of User Privileges

Confi guration via Web

Multi-language Feature

Interfaces

Customizations / Additional Modules

Solution Pilot Phase

4

4

4

4

4

MS Project Synchronization

Web Services

LDAP

SSO

MS Exchange

proventis GmbH

Neue Grünstraße 25-26

D-10179 Berlin

Germany

Fon +49 (0)30 293 63 99-0

Fax +49 (0)30 293 63 99-50

[email protected]

www.blue-ant.de

contact

blue ant-product-information

Business

project managers

project member

blue ant genutzt

blue ant principle

theintroduction of blue

project mem evaluation

blue ant function

project sales manager