“Lo maravilloso de esta herramienta es que puede adaptarse en forma universal. Con Daptiv PPM, usted puede administrar distintos aspectos de negocios. Tomamos una decisión excelente cuando escogimos Daptiv.”
— Mike Renzulli, Program Director, 
Our domain experts have run PMO departments and other project-driven organizations, so are uniquely qualified to partner with you for implementations, integrations and business process consulting. We offer best practices learned from working with thousands of customers and can help you deliver value quickly to your organization.
Our Approach
Our solutions consultants typically engage early during your evaluation process to offer guidance on implementation strategies and share best practices from other engagements. Our team follows a four step approach to ensure you are successful with your PPM initiative:
We partner with you to ensure we are providing the right level of engagement suitable for your business needs. In some cases, a customer will take the lead with guidance from a Daptiv subject matter expert, and in other cases, Daptiv will manage the implementation while ensuring we transfer knowledge throughout deployment process. Daptiv consultants are always available after implementation to help optimize your solution or provide guidance on how to improve your PPM maturity.
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Implementation Services
Our team provides two alternatives for implementation depending on your business needs:
- A Business-Driven Implementation™ is a cooperative effort between you and our services team, managed by Daptiv. The scope can be tailored to your business requirements and can include a full range of consulting, training and integration services.
- A Subscribe-to-Live Implementation™ is a customer-driven project with Daptiv services offered that provide guidance and support. Daptiv services are offered with a fixed price and scope.
A Business-Driven Implementation™
Our business-driven implementation follows a collaborative implementation process:
- Discover. Through process reviews and stakeholder interviews, our PPM experts discover your business goals and learn how you run your project-driven organization. We can also provide PPM best practice advice and consulting.
- Model. We take what we learned during discovery and work together to craft a high-level Daptiv design that enables your processes and meets your goals. We work with your team to iteratively configure Daptiv to meet your needs and conduct a joint conference room pilot before proceeding to deployment.
- Deploy. With configuration complete, it’s time to train, migrate data, and go live! During the discover phase the core team receives administrator training and we provide either train-the-trainer or role-based end-user training just prior to go-live.
- Optimize. For customers, go-live is only the beginning. In order to foster adoption, we schedule regular check-ups to assess progress and assist with any issues. No PPM organization sits still, so we help craft a roadmap that anticipates your processes and Daptiv evolving in tandem.
The Business Driven Implementation utilizes several repeatable tools to ensure customer success, including:
- The BDI Design Guide — A PowerPoint “as-built” document compiled during the life of the project that covers all the design decisions, project deliverables and configuration elements.
- Daptiv Process Map — An end-to-end process map documenting the customer’s PPM processes with color coding and notes to indicate how each process block will be handled in Daptiv.
- Project Artifact Matrix — Like the process map, this is meant to ensure all bases are covered. We document all artifacts in your project methodology and note if and/or how they will be handled in Daptiv.
- Requirements Matrix — A two-column matrix that lists business requirements and the Daptiv elements being utilized to meet them.
- Training Presentation — A set of modularized PowerPoint decks covering all roles and processes handled in Daptiv. This is modified to fit the customer’s specific processes and Daptiv configuration.
A Subscribe-to-Live Implementation™
Subscribe-to-Live is a more limited scope ‘guided’ implementation where a Daptiv consultant works side-by-side with your team to configure the system. It’s suitable for customers who want to assume responsibility for their own implementation and have a dedicated project lead. It includes the following support and services from Daptiv:
- Configuration — Configure user roles, processes, resources, approvals, project types, templates, and portfolio views to map Daptiv PPM capabilities with your business requirements
- Reporting — Set up standard dashboards, views, and reports
- Training — Administrator and user training for team members (including a train the trainer option)
- Coaching — Additional coaching time post go-live
- Check-up — Three month assurance check up to help you further align processes and software
Subscribe-to-Live offers several fixed-price, fixed-scope options that differ by the degree of assistance and the depth and scope of functionality sought.
Training Services
The Daptiv Professional Services Team offers regular training for our customers who need assistance educating administrators, project managers, business users and report authors on the Daptiv PPM toolset. If you are introducing PPM to a new group within your organization these training options pro¬vide your users with a solid understanding on features and functionality offered.
Daptiv for Administrators
Recommended For:
- New administrators adopting Daptiv PPM
- Existing administrators who want a refresher on Daptiv PPM
This web-based training is offered weekly and delivered in a series of five training sessions of between 60 and 90 minutes.
Daptiv for Project Teams
Recommended For:
- New users being introduced to Daptiv PPM
- Existing project managers and team members whose role in Daptiv PPM is changing
- Teams who need to “get up to speed” on the Daptiv PPM toolset
This web-based training is offered monthly and delivered in a series of four training sessions between 60 and 90 minutes
Advanced Report Builder Training
Recommended For:
- Business Analysts that will be using Daptiv Work Intelligence as part of their daily job
- Business Analysts that will be using the Daptiv Advanced Report Builder tool
This training covers an introduction to Daptiv PPM reports, basic reporting features, advanced reporting features, and effective report design.
Daptiv Connect™ Integration Services
DAPTIV CONNECT, THE ON-DEMAND INTEGRATION SERVICE FOR DAPTIV PPM
Daptiv Connect offers a
library of 150+ pre-built connectors to enable seamless integration between Daptiv and ERP, CRM, financial and other business systems. It doesn’t matter if those systems are on-demand services, like Daptiv, or whether they’re on-premise, installed software or databases. Daptiv also offers a ‘self-service’ capability to build a custom integration.
Our team has extensive experience implementing pre-configured integration solutions and building custom integrations to satisfy client business requirements.
Daptiv offers services to implement the following pre-configured integration solutions:
ERP Financials
Daptiv Connect enables invoice and timesheet data to be seamlessly exchanged between common ERP systems, including Microsoft Dynamics, Netsuite, Oracle Financials, JD Edwards, PeopleSoft, and SAP.
Identity Management and Single Sign-On
Synchronize your Microsoft’s Active Directory (AD) or Lightweight Directory Access Protocol (LDAP) system with Daptiv PPM. Daptiv also supports single sign-on with industrystandard SAML v2.0 support.
Agile Development
Daptiv Connect enables agile development tools, such as Rally Software, to be integrated into Daptiv PPM to maintain a single source of truth for project portfolio reporting.
Service Management
The service management connector provides the ability to synchronize service desk tickets and work with Daptiv from solutions such as ServiceNow, BMC Remedy, and Jira.
CRM
The CRM connector creates and links associated Daptiv projects when a sales opportunity reaches a defined stage. The CRM connector supports salesforce.com and Microsoft CRM.
Other Services
Advisory Services
Our PPM experts provide in-depth process consulting services that take advantage of Daptiv’s robust PPM platform.
Whether it’s bouncing ideas off us during implementation, or full-blown process consulting engagements, many Daptiv customers take advantage of our expertise for help improving their PPM practices. We have helped customers streamline their project selection process, craft effective project management frameworks and methods, resolve persistent resource contention issues, design portfolio monitoring tools that empower decision making at all levels, and much more. This advice can take the form of process review and feedback during an implementation process, structured process workshops, or targeted consulting engagements. Whatever the format, our process consultants combine effective process design with Daptiv’s unique capabilities to craft a powerful solution to your PPM challenges.
Configuration Tune-Up
Optimize and tune your Daptiv configuration and processes with a PPM expert.
Business rarely sits still and Daptiv is designed to be changed to match your changing business conditions and processes. The Daptiv Tune-up is a 3 day workshop where our process experts review your current business practices, review your current Daptiv configuration, and work with you to develop recommendations for improving your Daptiv configuration and/or processes. As with our other services, Daptiv utilizes a set of repeatable tools including process maps, requirements matrices, and a comprehensive recommendations presentation deck. With blueprint in hand, many customers execute the recommendations using their core team. Of course, Daptiv Professional Services can assist customers with implementation of the recommendations based on their specific needs.
Premier Subscription Services
The premier subscription services are designed to provide you with the assistance you need to drive user adoption within your organization. This service includes a named Daptiv PPM expert who will meet with you regularly and handle the day-to-day administrative functions. Premier Subscription Services can be tailored and include:
- Dedicated Support — Assistance with support services & licensing needs
- Remote Consulting — Administrative services performed for your Daptiv PPM instance
- Training Programs (web-based remote training) — These monthly training sessions provide a solid foundation for using Daptiv PPM
- Daptiv PPM Tune-up (or Assessment) — The annual tune-up (or assessment) will provide you with the tools needed to bring your configuration back into shape to meet your current business needs
Report Development
Our expert report developers can create custom reports for your specific business needs. We offer two options for report development:
- Fixed Price. We can provide a fixed price quote if you have requirements that are well defined. We’ll work with you to specify the requirements and develop the report(s) remotely.
- Hourly Rate. A block of hours is more suitable for customers that do not have well defined reports and want to work iteratively. The hours can also be used for one on one coaching to develop reports together.
Socios de Daptiv
Nos complacemos en presentarle a un grupo talentoso de socios de negocios profesionales de Daptiv. Estas organizaciones proporcionan una gran riqueza en conocimientos, al igual que experiencia con los productos en la plataforma Daptiv y un amplio conocimiento sobre ellos.
No importa si busca servicios de consultoría de procesos de negocios, una configuración compleja, capacitación adicional o un diseño de informes de acuerdo a sus necesidades, podemos relacionarlo con gente capaz de sacarle el mayor provecho a la experiencia Daptiv.
Ver los socios por área geográfica
Ver los socios por pericia
Acerca de nuestros socios
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Contec-X, un socio con base en Alemania, Suiza y Austria, se centra al 100% en la implementación óptima de las soluciones de PPM para sus clientes. Contec-X ofrece soluciones integrales con Daptiv PPM, lo que contempla evaluaciones, análisis de brecha operativa, suscripciones a software, consultoría, capacitación y soporte. Con 10 años de experiencia y prácticas líderes, Contec-X es apropiado para la planificación y evaluación de clientes y para utilizar con Daptiv PPM. Entre nuestros clientes se encuentran empresas medianas y compañías renombradas que se encuentran dentro de las 200 más importantes de Europa.
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IMR es un proveedor de soluciones de negocios y una empresa consultora con base en México que opera en América Latina. IMR es el socio de Daptiv de la esa región y brinda servicio relacionados con las soluciones de Daptiv (capacitación, configuración avanzada y básica, creación de informes avanzada) y ADEMÁS ofrece servicios de administración de proyectos (PMO, capacitación en administración de proyectos, externalización de servicios). IMR se centra en la obtención de resultados para nuestros clientes utilizando un enfoque completo (personas, procesos y software). Con más de 10 años en el mercado, es la opción ideal si quiere obtener el mejor rendimiento del software.
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ISPA Consulting brinda a sus clientes una vista global de los procesos que deberían relacionarse con las tareas de PPM, como la administración de demandas, la asignación de recursos, la planificación de capacidad, la alineación del portafolio y la evaluación de la madurez. Además, ISPA Consulting ofrece consultores certificados sobre la implementación de Daptiv PPM, una de las soluciones de PPM de software como servicio líder en el mundo.
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MADLAN Specialists, Inc. es una consultora de tecnología de la información (TI), mejora de procesos y administración de proyectos que comenzó en 1992. Ofrecemos profesionales pragmáticos y altamente capacitados, la mayoría de los cuales cuenta con más de 20 años de experiencia. Nuestras metodologías, consejos, estrategias y entregas reflejan nuestra ideología de “sentido común”. Nuestro eslogan es “No sólo contrate a un consultor, involucre a un especialista”. Ayudamos a nuestros clientes a lograr mejoras sostenibles y significativas en el entorno actual competitivo y que cambia constantemente. Ofrecemos servicios y soluciones profesionales personalizadas para nuestros clientes de diversos segmentos de la industria y nos centramos en la excelencia de los procesos, el liderazgo de los proyectos y una ejecución superior. Hemos logrado liderar importantes iniciativas de cambio con éxito en todo el mundo. MADLAN Specialists, Inc. también llevó a cabo numerosas implementaciones de Daptiv PPM de gran trascendencia.
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Con base en Madrid, PMOpartners brinda servicios en Europa del Sur (España, Portugal e Italia) y tiene el objetivo de convertirse en el socio principal al hacer que los proyectos se vuelvan realidad para las compañías de Europa del Sur. Nuestro objetivo es brindar un valor real y soluciones pragmáticas mediante:
- - La experiencia de nuestros profesionales de la administración de proyectos en relación con los proyectos complejos.
- - Nuestras destrezas para personalizar los estándares de la industria (PMI, COBIT, PRINCE, ITIL) según las necesidades reales y específicas de nuestros clientes y automatizarlas con las soluciones de mercado líderes.
- - Nuestras capacidades de capacitación y administración de cambios para ayudar a crear una práctica de administración de proyectos profesional en nuestros clientes.
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La administración de planificación Plan-It ofrece servicios diseñados para satisfacer las necesidades profesionales en las áreas de administración de propiedad, desarrollo/permiso, instalaciones y franquicias. Mediante la utilización de una plataforma virtual con tecnología de Daptiv, la administración Plan-It brinda un sistema único que cumple exhaustivamente con las necesidades de administración de los profesionales que trabajan con propiedades. El sistema ofrece herramientas para la administración de tareas, documentos y horarios, todos dentro de un sistema basado en web fácil de utilizar accesible desde cualquier lugar que cuente con conexión a Internet. Plan-It Management tiene su base en Puyallup, Washington.
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Triple-I es un proveedor de soluciones de negocios hechos a su medida centrados en el cliente que se enfocan en ayudar a sus clientes a alcanzar sus metas estratégicas al integrar los puntos fuertes de la Administración de proyectos y de la Administración de conocimiento. Su filosofía para la administración de proyectos es la aplicación de un liderazgo de "sentido común", las mejores prácticas y herramientas. Su filosofía de administración de conocimientos es un enfoque pragmático dirigido al aprovechamiento máximo del multiplicador más competitivo de la organización: la gente, su experiencia colectiva, la capacitación y la capacidad de resolver problemas. Una verdadera síntesis de disciplina e innovación que continuamente se adapta y evoluciona para satisfacer los retos de un entorno de negocios siempre cambiante.
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WORKSMART is a team of seasoned business professionals with experience in process driven industries like manufacturing, health-care, financial services, and government. They learn your business, discover you goals and objectives, and help create alignment between you goals and your business processes, supporting your growth with appropriate technology solutions.
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Enlaces a todos los socios
Descargar la Guía esencial de compradores para PPM:
- ¿Cómo crear la justificación de negocios y retorno de la inversión para una herramienta de PPM?
- ¿Cómo evaluar el nivel de madurez de PPM de su organización?
- Las tendencias de la industria dan forma a las soluciones de PPM futuras
- ¿Cómo crear una matriz comparativa de proveedores para evaluarlos?
