“The beauty of the tool is that it is universally adaptable. You can manage many different angles of business with Daptiv PPM. We made a great decision in going with 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.
Daptiv Partners
We’re pleased to introduce you to a talented bunch of professionals-Daptiv business partners. These organizations provide a wealth of expertise along with experience and savvy on the Daptiv products and platform.
Whether you’re looking for business processing consulting services, a complex configuration, additional training or custom report design, we can connect you with people who can take your Daptiv experience to the next level.
View Partners By Geography
View Partners By Expertise
About Our Partners
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Contec-X, a partner based in Germany, Switzerland and Austria, is focusing 100% on implementing optimal PPM solutions for its customers. Contec-X offers turn-key-solutions with Daptiv PPM including evaluations, fit/gap analysis, software subscriptions, consulting, training and support. With 10-years of experience and leading practices Contec-X is best suited for customers planning, evaluating or using Daptiv PPM. Our customers comprise renown Top-200 and mid-size companies in Europe.
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IMR is a business solution provider and consulting firm based in Mexico with operations in Latin America. IMR is the Daptiv partner for the region and provides services related to Daptiv solutions (training, basic & advanced configuration. advanced report builder) PLUS project management services (PMO, project management training, outsourcing). IMR focuses on getting results for our customers, using a complete approach (people, processes and software). With over 10 years in the market, it´s the perfect choice if you want the get the most of your software investment.
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ISPA Consulting is providing its customers with a global view of what processes should be around PPM matters such as demand management, resource allocation, capacity planning, portfolio alignment or maturity assessment. ISPA Consulting also provides with certified Consultants over implementing Daptiv PPM, one of the world leading SaaS PPM solutions.
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MADLAN Specialists, Inc. is a project management, process improvement, and Information Technology (IT) consultancy that started in 1992. We provide highly skilled and pragmatic professionals, most of whom have over 20 years of experience. Our methodologies, advice, strategies, and deliverables reflect our unique, “no nonsense” thinking. Our slogan is “Don’t just hire a consultant, engage a Specialist.” We help our clients achieve significant, sustainable improvements in today’s competitive and ever changing landscape. We deliver tailored professional services and solutions to our clients across many industry segments, focusing on process excellence, project leadership and superior execution. We have successfully led major change initiatives all over the world. MADLAN Specialists, Inc. has also driven numerous, very impactful Daptiv PPM implementations
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Based in Madrid and servicing Southern Europe (Spain, Portugal and Italy) PMOpartners aims at becoming partner of choice when bringing projects into realities for leading companies in the Southern Europe (Spanish, Italian and Portuguese markets). Our goal is to provide real value and pragmatic solutions through:
- - The experience of our Project Management Professionals in dealing with complex projects.
- - Our skills to tailor industry standards (PMI, COBIT, PRINCE, ITIL) to the real and specific needs of our customers and to automate them through leading market solutions.
- - Our Change Management and Training capabilities to help build a professional Project Management Practice in our customers.
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Plan-It Management offers services designed to meet the needs of professionals in the fields of property, development/permitting, facilities and franchise management. By utilizing an online platform powered by Daptiv, Plan-It Management provides a unique system that comprehensively addresses the management needs of property professionals. The system provides tools for managing tasks, documents and schedules all within an easy to use web-based system that is accessible from any location with an internet connection. Plan-It Management is based in Puyallup, Washington.
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Triple-I is a provider of tailored, customer centric business solutions that focus on helping their customers achieve their strategic goals by integrating the strengths of Project Management and Knowledge Management. Their project management philosophy is a “common sense” application of leadership, best practices, and tools, and their knowledge management philosophy is a pragmatic approach toward leveraging an organization’s greatest competitive multiplier – people, their collective experience, training, and ability to solve problems. A true synthesis of discipline and innovation that continually adapts and evolves to meet the challenges of an ever changing business environment.
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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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Download the Essential Buyer’s Guide for PPM to learn:
- How to build a business justification and ROI for a PPM tool
- How to assess your organization’s PPM maturity level
- Industry trends shaping the future of PPM solutions
- How to build a vendor comparison matrix to assess vendors
