Web TimeSheet Project & Billing Quick Tour Transcript

View the Web TimeSheet Project & Billing Edition Quick Tour Video

Welcome Section:

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6 images fade in and music intro begins.

Images scale in and out with taglines: Access Anywhere, Save Time, Maximize Profitability, Execute Decisions, Manage Resources, Track Your Profitability then fade out to 10%.

Title fades in: Web TimeSheet Project & Billing Logo with words "Quick Tour" beside it.

Music intro fades out.

A World Leader:

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Logo fades in.

Text fades in: World leader in timesheet and expense management software with over 1.2 million users in 6700 companies in 60 countries.

Map of customer locations fades in.

Narrator:

Welcome to the Quick Tour for Web Timesheet Project and Billing Edition. Replicon is the world leader in time and expense management software and the innovator in productivity solutions. Replicon has over 1.2 million users in more than 6700 companies in 60 countries worldwide.

Overview:

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Text fades in: In this Quick Tour You Will See How Web TimeSheet Project & Billing Edition:

Text fades in: Is designed to improve the way your organization tracks hours towards projects.

Image of Project Status Summary Report fades in. Highlights of hours tracked highlighted in red, then image and highlights fade out.

Text fades in: Uses the tracked hours to cost out the project and bill your organization's clients.

Image of Project Status Report fades in. Highlights of Billable Hours and Billable Amount are highlighted in red, then image and highlights fade out.

Text fades in: Has the ability to analyze which of your projects are profitable and delivered on time and within budget.

Image of Project Status Summary Report fades in. Highlight of project within budget is highlighted in red.

Narrator:

In this Quick Tour for Web TimeSheet Project and Billing Edition, you will see how this solution is designed to improve the way your organization tracks hours toward projects, which may be used for project costing and billing your organization's clients.

In addition, the solution will give you the ability to analyze which of your projects are profitable and are delivered on time and within budget.

In the Spotlight:

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Text fades in: Replicon has been featured in

Logos of Wall Street Journal, Fortune, Dow Jones, Information Week and Business Week fade in with timesheet program users.

Narrator:

Replicon has been featured in:

  • Wall Street Journal
  • Fortune
  • Dow Jones
  • Information Week
  • Business Week and various newspapers throughout North America

Partnerships:

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Text fades in: Established partnerships with leading software vendors

Logos of Microsoft, Oracle, Intuit, Microsoft Dynamics (with formerly Great Plains text underneath), ACCPAC, ADP, Ceridian and Paychex fade in.

Narrator:

Replicon has established partnerships with leading software vendors such as:

  • Microsoft
  • Oracle
  • Intuit
  • Great Plains
  • ACCPAC
  • ADP
  • Ceridian
  • Paychex and various industry giants

Awards:

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Text fades in: Recognized with Numerous Awards

Logos of Profit 100 Canada's Fasting Growing Companies, Alberta Venture Fast 50, Deloitte & Touche Fast 50, Software 500 and Ernst & Young Entrepreneur of the Year fade in.

Narrator:

Replicon has been honoured with numerous awards.

It has been recognized as the fastest growing company in Canada by Profit magazine and as the fastest growing company in Alberta by Alberta Venture.

It has been consistently listed on the prestigious Deloitte Technology Fast 50

It has been placed above all of its competitors in the Software 500 listings by the Software magazine and it has been selected as the finalist for Ernst & Young's "Entrepreneur of the Year"

Customers:

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Text fades in: Designed to fit companies of any size. Small as 5 users to as large as 50,000 users

Logos of World Vision, John Hopkins University, Cornell University, AARP, Ernst & Young, Deloitte & Touche, Shiseido, Barnes and Noble, Orbitz.com and Ferrari fade in.

Narrator:

Web TimeSheet has been implemented with companies that are as small as 5 users to companies as large as 50,000 users.

Replicon's substantial customer list includes recognizable names such as:

  • World Vision
  • John Hopkins University
  • Cornell University
  • AARP
  • Ernst & Young
  • Deloitte & Touche
  • Shiseido Cosmetics
  • Barnes and Noble
  • Orbitz.com
  • and Ferrari

Simple Solutions

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Text fades in: Simple solutions with a no-hassle experience

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Products are designed to capture your organization's unique business processes

By providing an intuitive interface, Replicon has maximized user adoption for companies of all sizes

Dedicated teams ensure that Web TimeSheet is working the way customers need it to work

58% of companies that invest in a software solution are unsuccessful in implementing the product on their own--Replicon can successfully implement your product

A dedicated implementation representative will get your organization up and running as quickly as possible, at no additional costs

Web TimeSheet will not result in a shelved product

Web TimeSheet Project & Billing Edition has been designed to easy to use for maximum end user adoption

Narrator:

Replicon has designed all their products to capture your organization's unique business processes.

By providing an intuitive interface, Replicon has maximized user adoption for companies of all sizes.

Dedicated teams in research and development, quality assurance and product management ensure that Web TimeSheet is working the way our customers need it to work.

Our research indicates that 58% of companies that invest in a software solution are unsuccessful in implementing the product on their own within their organization.

This is why part of Replicon's purchase promise is that you will have a dedicated Implementation Representative to get your organization up and running as quickly as possible, at no additional costs!

A product can have all the features in the world, but without user adoption it will result in a shelved product.

Web TimeSheet Project and Billing Edition has been designed to be simple and easy to use for maximum end-user adoption.

The Best Solution For You

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Text fades in: How do you know that Web TimeSheet - Project & Billing Edition is the best solution for you?

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Designed to measure profitability based on total revenue vs cost and expenses

Tracks status of projects and ensures that projects are coming in, under, or on budget

Tracks employee's individual productivity (profitability, billable hours worked, and revenue)

Gives real-time reporting all the time and cost data is captured daily with the reporting engine

Can be customized to capture the information the way you need it for your organization

Works with Web TimeSheet Project & Billing Edition, providing an ongoing, seamless solution that addresses all of your corporate needs

Narrator:

Web TimeSheet Project and Billing Edition was designed primarily for those organizations that have a need for measuring their profitability based on total revenue versus total cost and expenses.

Many of our customers are using the solution to track the status of their projects and ensure that each project is coming in under or on budget.

These businesses also have a strong interest in keeping track of each employee's individual productivity in regards to how profitable they are, how many billable hours they work, and how much revenue they bring into the company.

The reporting engine available within the solution will give you real-time reporting on all of the time and cost data that is captured daily.

You will see how Web TimeSheet Project and Billing Edition can be customized to capture information the way you need it to for your organization.

For those companies that do need to capture time for both project management and payroll, the Web TimeSheet Project and Billing Edition does work with Web TimeSheet Time and Attendance Edition, providing you with an ongoing, seamless solution that addresses all of your corporate needs.

Timesheet

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Text fades in: The Timesheet

Image of timesheet fades in. Highlights of project, task, billing, time cell entry and location are highlighted in red.

Image of project is highlighted and then expanded with a text bubble "Employees can select on projects and tasks assigned to them".

Image of project drop down shows how the user can select the project "Graphics Engine" from the drop down list. Image of expanded project area scales back to original size and fades out.

Image of task is highlighted and then expanded with a text bubble "Employees can select on projects and tasks assigned to them".

Image of task drop down shows how the user can select the task "Maintenance" from the drop down list. Image of expanded task area scales back to original size and fades out.

Image of billing is highlighted and then expanded with a text bubble "Employees can select their billing rate category".

Image of billing drop down shows how the user can select the billing rate for "Java Developer" from the drop down list. Image of expanded billing area scales back to original size and fades out.

Highlighted red box around total billing hours fades in.

Narrator:

Because not all businesses are the same, Web TimeSheet Project and Billing Edition allows you to configure the timesheet to collect the data you need for your organization.

Many of our customers that are tracking hours against billable or non-billable projects appreciate that our solution is designed so that their employees are only able to select from the projects and tasks they have been assigned to work on.

If you charge out at different rates depending on the type of work being done on the project, you can allow your employees to assign the appropriate rate to the hours they work.

This ensures that the time data captured on the timesheet is error-free, providing your organization with the accuracy required for your project measurements and client invoices.

Timesheet Continued

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Text: The Timesheet

Image: timesheet

Image of location is highlighted and then expanded with a text bubble "Employees can select their location to be billed".

Image of location drop down shows how the user can select the location "Texas" from the drop down list. Image of expanded project area scales back to original size and fades out.

Text fades in above timesheet: Standard View. Text and timesheet fade out.

Text fades in with in-out timesheet image: In-Out Timesheet View. Text and timesheet fade out.

Text fades in with offline timesheet image: Offline Timesheet View. Text and timesheet fade out.

Standard Timesheet image fades back in.

Image of time cell entry is highlighted and then expanded with a text bubble "Employees can select record their time quickly and easily". Image and text bubble fade out.

Highlighted red box around submit button fades in.

Image of email indicating timesheets waiting for approval expand from submit button.

Narrator:

Web TimeSheet Project and Billing Edition also provides fields that can be configured to capture additional information specific to your business.

The example illustrated here is location. As this employee travels, he can capture which location he is working at, so his time will be billed out accordingly.

Taking into consideration your organization's preference for capturing time, the Project and Billing Edition allows you to choose from different timesheet formats depending on what best fits your needs.

For example:

It can capture the total sum of hours each employee works on a project and task.

If you require more detail, you can track when employees start and stop working on each project and task throughout the day.

Or, if an employee is traveling and does not have internet access, they can still enter time using our offline version.

As you can see, Web TimeSheet Project and Billing Edition is user friendly.

Employees can record their time quickly and easily while still ensuring the data they provide is accurate.

When employees submit their timesheets at the end of their timesheet period, an email notification will be sent to their approver letting them know a timesheet is waiting for review.

Approval Process

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Text fades in: Approval Process. Image of approval paths fades in.

Highlighted red box around Manager->Project Leader fades in and then fades out.

Highlighted red box around Project Leader paths fades in and then fades out.

Highlighted red box around Supervisor and System Approval fades in and then fades out.

Highlighted red box around Add button fades in. Add TimeSheet Approval Path expands from Add button.

Approval Path name "Client->Project Manager->Billing Dept" is added to Add Timesheet Approval Path image. Client is selected as first approver, then Project Manager, then Billing Dept. Save button is selected.

Approval paths image is expanded from save button, with "Client -> Project Manager -> Billing Dept" selected, then fades out.

Email notification for timesheets waiting for approval image fades in.

Narrator:

Web TimeSheet Project and Billing Edition allows you to assign approval responsibilities to managers, project leaders, or other individuals within your organization to sign off on timesheets and expenses.

Your approval path can be as detailed as you require – the solution gives you the ability to set up to 5 levels of approvals.

So if you need to have the timesheet reviewed by your client, the project manager, and then go to the billing department – no problem – you can set that up in Web TimeSheet Project and Billing Edition.

How will all of your approvers know they have submissions waiting for their approval? The Project and Billing Edition provides automatic email notifications to ensure employees comply with your organizations time tracking policies.

Email Reminders

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Text fades in: E-mail reminders to enter time, on time. Image of email notifications fades in.

Highlighted red box around "Timesheet is due" fades in. Edit Notification Template image expands from "Timesheet is due".

Image of "Send message" is highlighted and then expanded.

Image of "Send message" drop down shows the user can select to send the message "On due date" from the drop down list. Image of expanded send message scales back to original size and fades out.

Image of "Send message" is highlighted and then expanded.

Image of "At this hour" drop down shows the user can select to send the message at "0:00:00" from the drop down list. Image of expanded at this hour scales back to original size and fades out.

Image of "Edit Notification Template" scales back to original size to display "E-mail Notifications" image.

Highlighted red box around "Timesheet is due" fades out.

Highlighted red box around "Timesheets are overdue (Batch)" fades in and then fades out. The image of the "E-mail Notifications" fades out.

Image of email for timesheets overdue fades in.

Narrator:

A system only works if your employees actually use it.

Web TimeSheet Project and Billing Edition is going to ensure that it is being used by your company, by sending automatic email reminders during preset times that you choose.

You can put the onus back on employees to submit timesheets on time by setting up an e-mail notification to remind them that their timesheet is due.

If you need to ensure that your managers are approving timesheets in time for client invoices to be generated, set up an email notification to remind them that their approvals are due.

There is also an e-mail notification that goes out to your approvers that will let them know which employees have not yet submitted their timesheets. Web TimeSheet Project and Billing Edition will assist you with monitoring any delinquent timesheet users.

No more picking up the phone or running over to someone's desk to remind them of their responsibilities. With the Project and Billing Edition you can decide what activities your employees are responsible for based on the permissions you have assigned to them.

Security and Permission

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Text fades in: Security and Permission. Image of permissions fades in.

Highlighted red box around "Administrator" fades in. "Edit Permissions" image expands from "Administrator". "Expand All Items" is selected.

Edit Permissions is scrolled through down to the save button. "Edit Permissions" image is scaled back down to original size.

Narrator:

Web TimeSheet Project and Billing Edition is a permission-based software program.

Many of our customers were previously using Excel to keep track of project and billing data. Excel is not designed to limit your employee's visibility into items that you would not want them to view. It's all or nothing.

Within the permission profiles, you can tailor to different roles, departments, or locations, so that the end user sees different information than a manager or an executive.

Our solution ensures that your users are only seeing the information that you have set them up to see!

Earlier you learned how you can assign approval responsibilities to your project managers. Based on their permissions, Web TimeSheet Project and Billing Edition also allows them to set up their own projects.

Managing Projects

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Text fades in: Managing Projects. Image of "List Projects" fades in. Graphics Engine is selected.

From "Graphics Engine", the "Project: Graphics Engine" image is expanded.

From "Graphics Engine" under "Project Structure", the "Edit Project 'Graphics Engine'" is expanded.

Highlighted red box around "Assignments" fades in.

From the "Save" button, the "'Graphics Engine' Project Structure" image is expanded.

From the "Graphics Engine" name, the "Edit Project 'Graphics Engine' image is expanded. Estimated hours is selected, then estimated cost. The image is then scaled back down to original size, displaying the "'Graphics Engine' Project Structure" image.

Highlighted red box around the progress fades in.

Image of the "'Graphics Engine' Project Structure" is scaled back down to original size, displaying the "Project: Graphics Engine" image.

Highlighted red box around "Billing Rates" fades in and then fades out.

Highlighted red box around "Allowed Expenses" fades in.

Narrator:

Web TimeSheet Project and Billing Edition will allow you to set up your project and tasks according to your work breakdown structure, and then assign employees to each of the tasks they are responsible for working on.

As a manager you want to know if your projects are going to be completed on time and within budget.

You can set up estimated hours and costs, as well as assign the multiple billing rates for each project depending on the type of work being done.

As your users are working on tasks and entering time, you can track the real time progress, helping you keep on top of your projects and influence them in a positive direction.

In addition, assigning the appropriate billing rates will ensure that your clients are billed accurately for the time worked.

As you are working on projects, you may incur expenses that need to be billed back to your clients.

With the add-on Expense module, you can specify which expenses are valid for each project.

Tracking Expenses

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Text fades in: Tracking Expenses. Image of "Expense Sheets for Doug Brown" fades in. "Trip to New York for requirements meeting" is selected.

Image of "Expense Sheet for Doug Brown" expands from "Trip to New York for requirements meeting". Amount currency is selected.

"Amount currency" drop down list shows which currencies are available. "USD$" is selected.

Under "Expense Receipts", "Upload" is highlighted.

From "Upload", "Expense Receipts > Upload" image is expanded. Close is selected.

"Expense Receipts > Upload" image is scaled down to original size, displaying the "Expense Sheet for Doug Brown" image.

"Expense Sheet for Doug Brown" image is scaled down to original size, displaying the "Expense Sheets for Doug Brown" image.

Highlighted red box around the offline button fades in and then fades out, along with the "Expense Sheets for Doug Brown" image.

An email notification for "Offline Expense" image fades in. From "Offline Expense Apr 21, 2008.html", the "Offline Expense Sheet for Doug Brown" image is expanded.

Narrator:

The Expense module allows you to keep track of expenses towards projects in multiple currencies.

Employees can attach expense receipts to the appropriate expense item, so that approvers can verify the expense easily.

For example, if you have consultants who go offsite frequently, they can attach expense receipts, allowing the accounting department to process the expenses immediately.

This avoids interruptions in your billing cycles, and ensures that you get your invoices out in a timely manner.

And when you do not have internet access, you can use offline version to submit your expenses.

Keeping track of all of your expenses has never been so easy!

With all of the information you are able to capture within Web TimeSheet Project and Billing Edition, many of our customers are impressed with the reporting capabilities within the program.

Real Time Reports

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Text fades in: Real-Time Reports. Image of "Select a Report" fades in and scrolls to second page.

Highlighted red box around the "Project/Task Progress" fades in and then fades out.

Highlighted red box around the "Summary" fades in. "Summary Report" image is expanded from "Summary".

Highlighted red box around the "Save As", "E-mail", "Excel", and "PDF" buttons fades in and then fades out, along with the "Summary report" image.

"Monthly Productivity" report for "Company" image fades in. From "Company", the "Monthly Productivity" report for "Department" image is expanded. From "Development" the "Monthly Productivity" report for "User" is expanded then fades out.

Image for "Productivity Details" fades in.

Highlightedred box around the "Settings" button fades in and then fades out.

Highlighted red box around the filters fades in and then fades out.

Highlighted red box around the "Date Display Style" fades in and then fades out.

Highlighted red box around the "PDF" button fades in. "Productivity Details" pdf image is expanded from "PDF" button.

Narrator:

Web TimeSheet Project and Billing Edition has a powerful reporting engine that will give you the much needed real-time visibility into what is happening with the time spent on your projects.

Having up-to-date reports to compare the actual values of each project's estimated time, costs, and expenses will help you ensure that projects do not exceed their allotted budgets.

When you need to generate your client invoices at the end of each month, you will be able to run a report that gives you're the total sum of hours and expenses entered against each project, and the total billing calculations within seconds. Your billing data can then be exported into your billing software solution.

Your management team will have real-time visibility on productivity and profitability of the organization as a whole. Within the solution you have the ability to drill down to the department and individual employee level to ensure that everyone is meeting your company's billable expectations.

All of the report templates can be customized to show only the fields that you would like to see – there are also detailed filtering options to break down the information that is shown in the report.

The reports can give you both the high level overview, as well as the granular details that you need to know.

All of the data is up-to-the-minute; there is no lag between users entering data and that same data immediately appearing within the reports.

All of our reports can be saved to a PDF file, or exported to Excel if you wish to manipulate the data further.

Our solution fits around the way you want to run your business – not the other way around.

Implementation Made Easy

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Text fades in: Implementation Made Easy

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You will have a dedicated Implementation Representative to get your organization up and running as quickly as possible, at no additional cost

Our Implementation Representative will work with you to identify key needs and concerns, and to develop an Implementation/Training plan that suits your unique environment

Implementation support and training can be delivered via teleconference, onsite services, or a combination of both

As a valued customer, you can rest assure that during your implementation and deployment, you will be contacted regularly by our team to make sure that things are going well

Narrator:

Part of our purchase promise is that you will have a dedicated Implementation Representative to get your organization up and running as quickly as possible, at no additional costs!

Our Implementation Representative will work with you to identify key needs and concerns, and to develop an Implementation and Training plan that suits your unique environment.

Implementation support and training can be delivered via teleconference, onsite services, or a combination of both.

As a valued customer, you can rest assured that during your implementation and deployment, you will be contacted regularly by our team to make sure that things are going well.

Support Services

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Text fades in: Support Services

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Although Web TimeSheet Project & Billing Edition is easy to use, Replicon is the only vendor to provide live support 24 hours a day, 7 days a week

You are entitled to unlimited e-mail and telephone support, and unlimited product updates for all major and service releases of the software

Most venders provide 1 to 2 releases a year. Replicon provides a release every quarter and upgrades are free with our maintenance program

There are hundreds of extra features we haven't even mentioned that have made a huge impact on thousands of companies around the globe

Narrator:

Although Web TimeSheet Project & Billing Edition is easy to use, Replicon is the only vendor to provide live support from our support team 24 hours a day, 7 days a week to our customers.

As part of your maintenance agreement, you are entitled to unlimited e-mail and telephone support, as well as unlimited product updates for all major and minor service releases of the software.

Most vendors provide 1 to 2 releases a year, Replicon provides a release every quarter and upgrades are free with our maintenance program.

There are hundreds of extra features that we haven't even mentioned that have made a huge impact on thousands of companies around the globe.

Next Steps

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Text fades in:

Thank You for Viewing the Web Timesheet Project & Billing Edition Quick Tour

Images of buttons for Test Drive, Free Webinar, and Contact fade in along with the text:

Test Drive a Fully Functional Free Trial of Web TimeSheet Project & Billing Edition

Attend a free web seminar (webinar) for live and interactive demonstrations for Web TimeSheet Project & Billing Edition

Call 403-262-6519 ext 2

or toll free in:

North America: 1-877-762-2519

Europe & New Zealand: 00 800 7622 5192

Australia: 0011 800 7622 5192

or e-mail us at: sales@replicon.com

Narrator:

Thank you for joining us in this tour of Web TimeSheet Project and Billing Edition

We trust that you have seen how our solution is going to automate the way you capture time and attendance within your organization.

As a next step of your evaluation of our software, we would recommend that you experience the product first hand. There are a couple of ways you can do this:

Evaluate a fully functional free trial of the Project and Billing Edition

Attend a Webinar – we have daily live and interactive demonstrations of Web TimeSheet Project and Billing Edition. Our Webinar Specialist will walk you through the features and functionality of the solution, and answer any questions that you may have.

Contact a Product Expert for any questions that you may have at 403-262-6519 ext. 2 at our toll free numbers below, or email sales@replicon.com

We look forward to assisting you with your business requirements!