deltek insight 2012: understanding your pipeline using capture analytics

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Understanding Your Pipeline Using Capture Analytics Rachel Miller, Solutions Architect, Deltek GC-137

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Discover the power of Deltek's new Capture Analytics Business Intelligence tool. Using Capture Analytics can help you and your company's management team fully understand the business development pipeline from a trending perspective, and help make the appropriate decisions for future pursuits to position your firm to be the front runner for the award. Intermediate Level.

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Page 1: Deltek Insight 2012: Understanding Your Pipeline Using Capture Analytics

Understanding Your Pipeline Using Capture Analytics

Rachel Miller, Solutions Architect, DeltekGC-137

Page 2: Deltek Insight 2012: Understanding Your Pipeline Using Capture Analytics

2 ©2012 Deltek, Inc. All Rights Reserved

As a solutions architect for Deltek’s GovWin Capture Management capability, Rachel brings more than 15 years of experience in marketing and business development operations along with eight years as a GovWin Capture Management administrator to the Deltek team. She regularly works with senior managers and staff to guide the selection and implementation of Deltek opportunity lifecycle management tools and processes. 

About Rachel

Page 3: Deltek Insight 2012: Understanding Your Pipeline Using Capture Analytics

3 ©2012 Deltek, Inc. All Rights Reserved

Overview of Capture Analytics

Capture Analytics and GovWin Customer Relationship Management (CRM) solution

Who Uses Capture Analytics

Demo

Q & A

Agenda

Page 4: Deltek Insight 2012: Understanding Your Pipeline Using Capture Analytics

©2012 Deltek, Inc. All Rights Reserved4

Capture AnalyticsOverview

Page 5: Deltek Insight 2012: Understanding Your Pipeline Using Capture Analytics

5 ©2012 Deltek, Inc. All Rights Reserved

What is Capture Analytics?

Role-based analytical applications for government contractors

Work directly with GovWin CRM

Explore from any angle using guided analysis

Create your own dashboards

Make complex business decisions at the speed-of-thought

Synthesize data from multiple sources to tell the complete story

Page 6: Deltek Insight 2012: Understanding Your Pipeline Using Capture Analytics

6 ©2012 Deltek, Inc. All Rights Reserved

What makes it unique?

Opportunity

Business Unit

Customer Stage

Associative Data User Driven BusinessDiscovery

Page 7: Deltek Insight 2012: Understanding Your Pipeline Using Capture Analytics

7 ©2012 Deltek, Inc. All Rights Reserved

Dashboard Layout

Tabs Capture Analytics Toolbar Analysis Period (time filter)

Filter lists Charts and Tables Additional Tables

Page 8: Deltek Insight 2012: Understanding Your Pipeline Using Capture Analytics

8 ©2012 Deltek, Inc. All Rights Reserved

Analytics provides at-a-glance comparisons of pipeline by CRM-driven data like:

Stage Amount range Probability range The pipeline feature is broken out by key metrics, such as: Project estimated start date Owning organization Business developer

CRM Informs Capture Analytics

Page 9: Deltek Insight 2012: Understanding Your Pipeline Using Capture Analytics

9 ©2012 Deltek, Inc. All Rights Reserved

Historical Pipeline

Review and analyze pipeline over time

Data capture through stage value

Graphic and tabular analytics

Page 10: Deltek Insight 2012: Understanding Your Pipeline Using Capture Analytics

10 ©2012 Deltek, Inc. All Rights Reserved

Bid and Win Rates

Display trends over time

Analyze rates by organization, principal, project manager, supervisor, client, source or type

View pipeline amounts for the individual opportunities included in the rate calculations

Page 11: Deltek Insight 2012: Understanding Your Pipeline Using Capture Analytics

11 ©2012 Deltek, Inc. All Rights Reserved

Chief Executive Officer

Chief Financial Officer

Chief Information Officer

Division Vice President

Business Development Director

Business Development Analyst

Proposal Manager

Program Manager

Director of Contracts

Contracts Manager

Who Uses Capture Analytics?

Page 12: Deltek Insight 2012: Understanding Your Pipeline Using Capture Analytics

©2012 Deltek, Inc. All Rights Reserved12

Capture Analytics

Demonstration

Page 13: Deltek Insight 2012: Understanding Your Pipeline Using Capture Analytics

13 ©2012 Deltek, Inc. All Rights Reserved

Want to Know More with Deltek? View the resources below or visit Deltek.com for additional information and analysis to help you find and

win more government business.

Team More with Deltek

Free White Paper: How Prime Contractors Can Win More Business Through Effective Teaming and Partner Management

Comply More with Deltek

Free White Paper: Compliance 101: Understanding the Greatest Challenges of GSA Schedule Contracts

Win More with Deltek

Video Case Study: How Citizant Increased Their Pipeline From $250 Million to $960 Million in One Year

Know More with Deltek

Page 14: Deltek Insight 2012: Understanding Your Pipeline Using Capture Analytics

©2012 Deltek, Inc. All Rights Reserved14

Thank You!

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15 ©2012 Deltek, Inc. All Rights Reserved

Questions?