Full Sail Partners Blog

See How BG Buildingworks Utilized the Deltek Vision Connector for Constant Contact to Sync their Data & Exceed Industry Benchmarks

Posted by Graham Gardner on Wed, Sep 07, 2016 @ 10:00 AM

Recently, Beaudin Ganze Consulting Engineers, Inc. embarked on a rebranding initiative, officially becoming BG Buildingworks. A critical element of this rebranding effort was to notify the company’s key constituents to reaffirm that the rebranding was primarily a cosmetic change, and that BG Buildingworks would maintain their personnel and technical expertise.

Hear directly from Karen Crilly, BG Buildingworks’ Director of Marketing & Client Development, about this process. See how the firm was able to overcome challenges with their contact data in time to announce the rebranding prior to their 25th anniversary.

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For BG Buildingworks, innovative solutions are at the core of their business. BG Buildingworks provides mechanical, electrical, lighting, technology, commissioning, energy analysis and LEED consulting services for projects ranging from those in higher education to government, commercial, hospitality, healthcare and more. They are experts in REVIT modeling, employing state-of-the art technology and tools to optimize energy-efficient building systems and improve the owner’s bottom line.

Through early program definition, focused project management, expert systems design and engineering and highly experienced construction phase services, BG Buildingworks provides owners with low-risk, high-return solutions for their facilities.

BG Buildingwork's utilizes the Deltek Vision Constant Contact Integration

Topics: Case Study, Technology Solutions, CRM

Learn Why SharedHR Selected a Project-based ERP for Human Resources Consulting

Posted by Ryan Felkel on Wed, Jun 17, 2015 @ 10:00 AM


Full Sail Partners
' VP of Sales and Marketing, Sarah Gonnella, spoke with Cathy Cushing, Office Manager; Malcolm Whyte, Executive Vice President; and Saul Macias, Vice President of Professional Services from SharedHR to discuss the human resources consulting services they provide to small- to medium-sized business and how having a project-based ERP system is critical to their success. 

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SharedHR logo

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SharedHR is an experienced management consulting and human resource services firm. They believe the essence of an organization’s success rests with attracting, developing, and retaining the right talent. SharedHR takes the time to learn about your company and its culture in order to provide customized, service-orient- ed support to foster your success. SharedHR can supplement your payroll, benefits, and HR team or fully outsource your HR function. The SharedHR methodology streamlines your administrative processes using our cloud-based HR platform. Their approach offers flexible solutions to match the needs of your small to mid-sized business. They pair each client with a dedicated and experienced associate who offers access to the combined knowledge and resources of our entire knowledge base and senior team. SharedHR leverages paperless, cloud-based technology to integrate and optimize your HR and administrative processes so you can focus on high-value business priorities. 

 

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Topics: Case Study, Technology Solutions, HR

Nelson\Nygaard Consulting Associates, Inc. Selects Deltek Vision for Customer Relations Management Solution & Enterprise Resource Planning (CRM ERP)

Posted by Graham Gardner on Thu, Mar 20, 2014 @ 09:30 AM

Deltek Vision CRM, Deltek Vision, Deltek Vision ERPNelson\Nygaard Consulting Associates, Inc. announced today that they have selected Deltek Vision for their Enterprise Resource Planning and Customer Relations Management (CRM ERP) solution. Founded in 1987 and based out of California, Nelson\Nygaard Consulting Associates is a transportation planning firm that balances the needs for all modes of transportation in complex multimodal environments. Director of Business Services Casey Boswell said that the integrated suite provides powerful reporting features not offered through their previous software that would help the company increase efficiency with improved access to data.

"I think the biggest advantage for us by migrating to Deltek Vision has been the powerful reporting abilities offered through the software," said Casey Boswell, Director of Business Services Business Manager. "Our previous system was limited in reporting capabilities, and through Deltek Vision I am able to pull data sets and customized reports at a moment’s notice. Furthermore, I am able to get a quick synopsis of my organization through the use of dashboards and easy to use graphs. Full Sail Partners listened to our needs and concerns and worked with us to provide a solution that truly fit our organization."

In order to switch CRM ERP systems, Nelson\Nygaard engaged Full Sail Partners to assist with the data conversion and system implementation process. Full Sail empowers professional services leaders to achieve more success—from project pursuit, to management, to closeout, with world-class solutions from Deltek. As a Deltek Premier Partner, the firm is a Top 100 Value Added Reseller offering business consulting, technology solutions, and application hosting for Deltek Vision and collectively brings more than 200 years of experience with Deltek products.

The selection of Deltek Vision CRM ERP comes after previously evaluating the software, and choosing another solution. "Although originally Nelson\Nygaard went with another ERP solution due to pricing considerations, the firm ultimately came back to Vision due to the robust functionality and usability," said Jeff Robers, Senior Sales Consultant at Full Sail Partners. "The power and flexibility of reporting in Deltek Vision is unmatched in any other system. In addition, the firm will be able to grow smarter and more efficiently by implementing the Deltek Vision CRM solution."

For more information, please email Full Sail Partners’ Marketing Communications Department.

About Nelson\Nygaard Consulting Associates, Inc.

Nelson\Nygaard was founded in 1987 as a partnership by two former San Francisco Municipal Railway managers, Bonnie Nelson and Diane Nygaard. Together, they believed it was possible to create a transportation planning firm that fosters a fun, egalitarian and creative work environment, and that provides high quality, principled work for its clients. The firm has grown to 90 planners and engineers, with offices across the United States and a work base that covers five continents.

We are proud that sustainability has been at the core of our corporate values from day one, and that our emphasis on sustainability includes not only the work we do for our clients, but also how we run the company.

We also understand our clients’ demand for cost effective advice that can lead to seamless implementation. For this reason, our senior staff includes professionals with hands-on experience, who have stood in our clients’ shoes.

About Full Sail Partners

Full Sail Partners specializes in client-focused technology solutions for architects and engineers, energy and environmental consultants, and professional service firms across the country. Offering business consulting, technology solutions, and application hosting for Deltek Vision, our firm partners with more than 1000 clients nationwide. With a focus on building long-term relationships, we seek to help organizations to identify the critical resources to create a faster, more efficient, and cohesive business infrastructure.

Full Sail Partners – Keep Your Business on Course. | For more on Full Sail Partners profile and background on the Full Sail Partners crew, visit us at http://www.fullsailpartners.com.

Topics: Case Study, Press Release, ERP, Professional Services

Benefits of Business Process Evaluation

Posted by Full Sail Partners on Wed, Jul 03, 2013 @ 08:30 AM

There are shelves and shelves full of books — actually, entire libraries — that offer insights into business process management. There is a simple reason for this: it’s one of the most fundamental and effective ways to improve firm growth. 

So what areas are involved in a business process evaluation? At a very high level, it’s about answering the big questions needed to effectively guide your firm, such as: 

    • Are business objectives appropriate?
    • Are key policies and plans effective?
    • Do results validate business strategy?

At a more granular level, this type of inquiry involves examining existing business processes to find pain points, bottlenecks and inefficiencies that could be improved. In this regard, it’s a process that every business can benefit from — but especially firms that are project-based, such as professional services firms. For these types of companies, the exercise can point to solutions for: 

    • Streamlining business processes, minimizing redundancy and saving money
    • Gaining insight into operational metrics you can’t currently see — such as work backlog, etc.
    • Making better decisions on uses of internal resources, based on up-to-the-minute data

Choices in Approach

Business Process Evaluation

How you conduct this type of self-examination depends on your goals, resources and desired return on expense/effort. For example, it could be highly focused, with internal staff looking at one particular process in one section of your organization. Or it could involve examining complex processes spanning several separate parts of the organization, which might require using an external consultant. 

When Full Sail Partners begins any new engagement with a client, we typically start with a business process evaluation. Generally this involves understanding our client’s various front and back office processes — potentially, all processes along the project lifecycle, including: 

    • Business development tracking
    • Estimating and business capture
    • Project management and project profitability
    • Employee utilization and realization
    • Billing, A/R and firm financial reporting
    • TQM

To appreciate the impact of a business process evaluation, consider the case of one of our clients, Wiss, Janney, Elstner Associates (WJE), a 500-person firm based in Northbrook, Illinois. Along with the client’s initial concerns, our evaluation identified an inefficient paper-based process for initiating new projects that required anywhere from several hours to several days per project. Following our business process evaluation and implementation of a paperless process, (among other improvements), the client was able to reduce the required time to a few minutes per project. That efficiency gain, multiplied by the approximately 7,000 projects that WJE handles each year, resulted in $1.8 million annual savings, according to WJE’s Controller. 

There are other potential gains of a business process evaluation that are not directly tied to process efficiencies. For example, it can provide visibility to timely and accurate data that helps leadership make better business decisions. This was an additional gain from the project at WJE; principals were able to see clearly the potential conflicts of servicing a new client, allowing them to forego business development expenses and effort on a client that could not be serviced. 

Another example is gaining visibility into an organization’s work backlog — knowing exactly how much work is in the pipeline, and even more importantly, whether one has the staff on hand to do the work (and if not, specifically what type of staff are needed to fill the gaps). As a result, a firm can make better decisions about whom to hire (and when), and which projects to pursue. 

Evaluating ways to improve efficiency and effectiveness is an essential part of guiding an enterprise. Whether it’s performed internally in a very focused way, on a broader level by an external firm, or somewhere in between, it has the potential of allowing you to reexamine and reengineer your standard operating procedures and in turn, drive greater efficiency and visibility. Both capabilities are critical to consistently delivering value to your clients — and increasing profitability and firm growth.

Interested in a business process evaluation? Contact us to begin the process.

Topics: Building Business, Case Study, ERP, Professional Services

Full Sail Partners and WJE Receive Deltek Project Excellence Partner Award

Posted by Graham Gardner on Thu, Nov 08, 2012 @ 09:48 AM

Deltek, Inc. recently announced at the Deltek Insight 2012 Conference that Full Sail Partners and its client, Wiss, Janney, Elstner Associates, Inc. (WJE), have been selected for the Partner Award for Deltek’s 2012 Project Excellence Awards Program.  The Partner Award recognizes a Deltek partner, and customer, that together have delivered an exceptional Deltek solution implementation.

2012 Deltek Project Excellence Partner AwardFull Sail Partners assisted Wiss, Janney, Elstner Associates, Inc., a prominent A/E/C firm ranked on Engineering News-Record's list of the Top 500 Design Firms in America, with the implementation of Deltek Vision across its business.  Full Sail Partners built numerous workflows in Deltek Vision such as conflict checking, project initiation, billing, and project status report.  As a result, WJE realized an annual savings of about $1.8 million and a reduction in DSOs of 45 days.  The cost to purchase and implement Deltek Vision paid for itself over 30 times in just one year. 

“As the leader in solving the world’s most challenging construction-related problems, WJE works on more than 7,000 projects a year. Our project management, time, and accounting systems must not let us down,” said WJE Associate Director of Finance and Controller, Steven Schmit.  “We are honored to receive this award recognizing the partnership between WJE and Full Sail Partners, whose expert guidance and support has been so critical to the successful implementation and ongoing operation of Deltek Vision within our firm.”

Since the awards program started in 2008, Deltek has recognized some of the most innovative, market-leading companies in the world. The Project Excellence Awards program, a key component of the annual Deltek Insight User Conference, was designed to highlight and honor unique achievement among Deltek's more than 14,500 customers worldwide.  The goal of this award program is to recognize outstanding Deltek customer and partner success in improving business processes and performance, increasing profitability and winning new business.

“We are very proud to be honored with the Project Excellence Partner Award with WJE.  We loved the challenge as presented by Steve and WJE” said Kevin O’Connor, President of Full Sail Partners. “The automation created by WJE and the FSP team brought forward a game changing level of efficiency. The implementation provided increased functionality, reduction of manual processes through automation, and timelier reporting and distribution which resulted in significant time savings. WJE has been a true partner with our firm and the close integration of the work we did is a testament to both or team’s commitment to excellence.” 

About Full Sail Partners
Full Sail Partners specializes in client-focused technology solutions for architects and engineers, energy and environmental consultants, and professional service firms across the country. Full Sail Partners offers business consulting, technology solutions, and application hosting for Deltek Vision. Partnering with more than 1000 clients nationwide, Full Sail Partners builds long-term relationships and seeks to identify the critical resources to create a faster, more efficient, and cohesive business infrastructure.

Full Sail Partners – Keep Your Business on Course. | For more on Full Sail Partners profile and background on the Full Sail Partners crew, visit us at http://www.fullsailpartners.com.

About Deltek
Deltek (Nasdaq: PROJ) is the leading global provider of enterprise software and information solutions for professional services firms and government contractors. For decades, we have delivered actionable insight that empowers our customers to unlock their business potential. 15,000 organizations and 2 million users in over 80 countries around the world rely on Deltek to research and identify opportunities, win new business, optimize resources, streamline operations, and deliver more profitable projects.

Deltek – Know more. Do More. | For more on Deltek, visit http://www.deltek.com.

Topics: Case Study, Press Release, ERP, Deltek Vision

KPI Insight for Project Managers

Posted by Full Sail Partners on Tue, Jul 17, 2012 @ 02:15 PM

A Cautionary Example of Using KPIs

If a Project Manager Falls Down in the Forest and No One is Around to See It, Does the Project Manger Still Get the Quarterly Bonus?

I have been giving a great deal of thought to KPIs (Key Performance Indicators) lately.  One thought was about the idea of the unintended consequences of putting a “suite” of KPIs (KPIs are like potato chips, you can’t have just one. . .) in place, specifically for Project Managers.

How will their behavior change?  Will measuring chargeability for their project teams cause the employees to be more utilized or cause billable project to become less profitable?

Let me throw out an example.  This example is based upon a real client and provides KPI insight. The Names have been changed to protect the innocent.

Company A wanted to incentivize their project managers to produce more revenue.  So, after months of discussion and planning, the partners setup revenue targets for each PM based upon past performance and a generously favorable potential revenue prediction for the next year.  The Project Managers would be paid a bonus at the end of each Quarter for any Revenue they brought in over the projected target.  This was very generous, and all the partners agreed that this would drive business revenues higher.

Except it didn’t happen exactly the way they wanted it to.

Here is a graph showing how their revenue was before this particular KPI was put in place:

KPI Key Performance Indicator Before

 

 

 

 

 

 

 

 

 


And here is the before and after picture:

KPI Key Performance Indicator After

 

 

 

 

 

 




Ouch!

This of course caused their accounting team to load up on antacids for most of the year.  Their KPI (and bonus program based on that KPI) had encouraged some behavior that was not necessarily good.  The Project Managers did not care about recognizing any revenue (and by extension, billing the client) until the end of the quarter, and when they did, they typically over-recognized and over-billed.

This problem caused a cascade through-out the organization.  Clients noticed and started to question why this month’s bill was so much larger that last month’s.  Average AR started to go up.  Cash flow went down.  Lines of credit had to be accessed to make payroll (and pay the quarterly bonus).

How could this have been prevented?  Looking back, it is obvious right?  But at the time, this sounded like a great idea and everyone was committed to making it successful.

  1. Too much focus on one KPI is not a good thing.  They should have used several measurements that touched upon AR, Chargeability, and (Project Managers cover your ears!), Client Satisfaction.
  2. Quantitative measurements are great, but we also need some Qualitative measurements in the mix.
  3. Involve many different types of people in your KPI development.  Someone might have pointed out this scenario at the beginning if the partners had not developed this on their own.

Which brings me to my final point... KPIs only help if you review them frequently and action is taken based upon them.  A well designed KPI exists to measure performance and if adjustments are not made based upon them...then no one saw the Project Manager fall in the forest.

View webinar on KPI Insight for Project Managers.

Topics: Project Management, Tips, Accounting, Building Business, Case Study