Kimble Winter '19 Release: Enhancements, Usability Improvements, and Forecast Accuracy

1. WINTER 19 AND BEYOND Mark Smith

2. WINTER 19 AND BEYOND Mark Smith

3. Winter 19 (1.28) Overview Partial Credit Notes Flexible Invoice Content Invoicing Containers Proposal Costs Reporting Managing Delivery Dates • New Features are Customer Led • 104 enhancements in latest release • … across 34 customers • Continued Innovation • Configuration & Administration • Enabling more customer self-service • 75% of Customers are on the latest release • Framework and Scalability • Performance Enhancements • Scheduled Job Profiling • New Integration Capabilities • Real-time integration with Intacct • Mulesoft connector • Usability Improvements Financial Management Proposal Modelling FORECAST ACCURACY Availability Matching Assignment demand w/flow Onboarding enhancements Operations INSIGHT Resourcing Time & Expense Delivery Alternative List Views Element Status Management Milestone Dependencies Remaining Effort Visibility Time Import enhancements

4. Proposal Modelling Managing Delivery Dates • Reflect a change of Close/Acceptance date in the Start Dates of Delivery Items • Automatically apply • User-review and apply • Switch between automatic and manual as Proposal progresses • Covers all Delivery Items • High-level Forecast • Assignments • Milestones • Annuities • Plan Tasks • Plan Milestones

5. Proposal ModellingOther Improvements Include Bid Team Costs in the Margin shown in Proposal and Engagement Dashboard Ability to Deactivate Propositions Acceptance Date now always shown in the Proposal Header Visual Indication that Proposal is won, highlighting the Proposal is based on snapshotted data

6. ResourcingAvailability Matching • Kimble evaluates each Resource’s Availability and calculates an Availability Score • Highlights Periods of Overlap and Scheduling Conflicts • Interactively vary the Assignments included in the score • Calculates a combined score when used with Capability Searching • Supported in Resource Schedule and Assignment Demand pages

7. ResourcingOther Improvements • Recruitment and Resourcing • Create Assignable Resources earlier in the cycle • Include Candidate Resources when searching for Resources • Highlight where Recruitment Candidates are assigned to an Engagement • Assignment Demand page now mirrors the features provided in the Resource Schedule page • Demand Assignments can now be Cancelled • Browser Zoom and Font Scaling improvements

8. Delivery – Service and Expense Totals in Dashboard • Delivery Program and Portfolio Dashboards now include Expense summaries Subtotals and Grand Totals for Services and Expenses in Engagements, Program and Portfolios

9. Delivery – Engagement Structure Alternative List View Switch between Card and List View Perform same actions in both views Filter Elements in List View

10. Delivery – Milestone Management • Link Assignments with a Milestone • Allows reporting of Assignments against Milestone Revenue Milestones may be defined as dependent on Plan Tasks and Plan Milestone Milestone can be configured to auto complete when Task reaches 100%

11. Delivery – Other Improvements • Prompts to complete Tasks/Work Items • Filter Task/Work Item list by Activity and Owner Assign an Owner to Work Items Mark Work Items as Blocked

12. Time & Expense – Time Entry Improving Accuracy and Visibility Assignment Remaining Effort shown at Time Entry Link from Timesheet Approval to the same period in the Resource’s Timesheet view Pre-Validate Timesheets and show result on Pending Approval pages

13. Time & Expense – Other Improvements • Templating Expense Forecasts • Improved Filtering on Activity Expense Categories • Expense Entry - Exchange Rates • Flexibility around user entering Reimbursement Amounts and Rates • Improved management of Expense Revenue • Recognise Revenue Adjustments against Expenses

14. Financial Management – Partial Credit Notes • New wizard to select Invoiced Items to be credited • New Invoice Status • Partially Credited • Credit Note Adjustments • Discretionary Adjustment to Credit Note • Allocated to a Account, Delivery Engagement or Element

15. Financial Management – Invoicing Containers Group Elements together for Invoicing and PO Allocation Purchase Orders applied to all Scoping Elements within the Invoicing Container All Revenue Items within Scoping Elements included in Invoicing Wizard

16. Financial Management – Invoice Content • Flexible Grouping Rules for Invoice Lines • Group by any field related to the Revenue Item being invoiced • Include Custom Fields on Invoice Line • New User Interface to maintain Invoice Format

17. Financial Management – Other Improvements • Attach Timesheets to Invoices • Audit Invoice Email and Download • Include Multiple Invoice Adjustments • Can be allocated to Elements

18. Forecast Accuracy • Exploit the wealth of data that Kimble holds about your Business performance • Kimble is continually chronicling Revenue, Cost and Margin data • New Forecast Accuracy feature • Understand Forecast Consistency • Assess Forecast Confidence

19. What is Usability? User Interface Language and Approach Convenience of Existing Features Misunderstood Features Missing Features • Inconsistencies in Styling • Inconsistencies in Behaviour • Number of clicks or repetitions • Features designed for most complex use-case • Customer specific expectations based on their use of Kimble • Lack of specifically targeted Help and Guidance • Inconvenient access to existing content • Expectations based on other tools • Customer specific expectations based on their requirements 1.28 and Beyond 1.29 and Beyond 1.28 and Beyond 1.28 and Beyond Four main areas:

20. Usability Enhancements Making Hyperlinks more obvious Hyperlinks Lightning Blue to indicate something to click Dotted line indicates it that a hyperlink has hover detail

21. Usability Enhancements Toggle Icons Blue to highlight they are Active/Enabled/On

22. Usability Enhancements Table Filters available to filter down large numbers of results

23. Usability Enhancements Menu Filter for Large number of Sub Menu Items

24. Usability Enhancements Icons Highlighted Menu Action Inline Edit for Delivery Element Name Icons consistent across Kimble List View for Delivery Element Scope Page

25. Usability Enhancements Help Icon indicates when Kimble Guidance Tooltips are available Kimble Guidance Tooltips Highlight the purpose of Cards on Hover

26. Kimble’s Journey So Far Intelligent Forecasting Intelligent Resourcing Winter 19 Diagnostics (GM intelligence) Summer 18 Intelligent Project Mgt Winter 18 Intelligent PSA Process-centric PSA Golden source 1.16-1.18 1.18-1.21 1.22-1.25 1.26 1.27 1.28

27. Summer 19(1.29) Overview Account-level Credit Batch Supplier Invoicing Revenue profiling enhancements Proposal versioning Discount, Cost+ modelling • Continuing to add new features • Continued focus on Usability • Other Products • Analyzers • Resourcing Analyzer 1.1 (Q4 2018) • Delivery Analyzer (Q4 2018) • Financial Analyzer (Q1 2019) • Integration • Intacct R2 • Mulesoft • Other middleware, e.g. Workato Financial Management Proposal Modelling AGENT ENHANCEMENTS Account/Project views Express interest Operations INSIGHT Resourcing Time & Expense Delivery Intelligent T&E TOIL enhancements Program Plan View Program Hierarchies

28. THANK YOU! Winter 19 Webinars: https://kimbleapps.zendesk.com/hc/en-us/articles/360009488274-Customer-Webinar-Series-Winter-19-Release Enhancement Forum:Zendesk > Community > Enhancement Requests New Usability feedback address:feedback@kimbleapps.com

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