Full Sail Partners Blog

Deltek Vantagepoint – New Year's Resolutions for Project-based Firms

Posted by Amanda Roussel on Wed, Jan 13, 2021 @ 11:35 AM

new-year-resolution

A new year often brings new goals to set and work toward and doing so helps you focus and improve behaviors to better yourself. Personal goals are a must – health, organization, time, etc. – the list can go on and on. However, professional goals have great importance as well. There are always areas we can work to improve upon in the workplace. These can be personal, for a team, or even for the firm as a whole. Let’s take a look at some new year’s resolutions that project-based firms may consider in 2021.

New Year’s Resolutions for Professionals

1. Use technology more efficiently

Firms may have numerous software options available, various calendars, and maybe a plethora of tracking files. Try consolidating and mastering a different resource, one at a time. Master it, share with your team, and promote a wider usage for consistency. By focusing on one new tool each quarter, four cleaner processes may be established by one employee alone!

2. Make technology accessible by all

The last year has taught us the value of being able to work from anywhere. Some IT groups were ready to roll, and others had to pull together additional resources to get employees the access needed for business continuity. If your firm has not invested in accessibility, this is the time.

There are numerous cloud options that firms can consider to be more accessible by all. There may have been IT projects put on hold, but perhaps moving forward with them will see a greater outcome once complete.

3. Be adaptable

There may have been some frustrating moments in 2020 when plans suddenly had to change. With many scenarios out of our individual control, our reactions make a huge impact on the future. Therefore, being adaptable and open to change can actually lead to great things for firms. It allows us to change the narrative instead of using the workplace curse words of, “This is how we’ve always done it.” I never liked hearing those words anyway.

Being adaptable allows employees to have a quicker rebound, with less downtime as they try to figure out each little detail. Modifications can be made along the way as needed. Also, try to see things from another’s perspective. We all have our own challenges and can work together for effective solutions.

4. Promote employee growth

Don’t forget about training, mentoring, and collaborating. Executives, managers, and employees alike should have opportunities for learning and growth regardless of what the office looks like. Employees can still be paired with a more senior position to continue learning, executives can collaborate and check in on teams, and managers can continue training on a virtual platform. This goal will always be important for a firm’s success.

5. Support local communities

Communities need each other. Find ways to use local businesses and support community-based organizations. By doing this, more money can stay within the community and help other small businesses and families directly in your area.

6. Adopt a new habit as a team

There are many tools at our fingertips that can help teams communicate and collaborate. As new information or details emerge about opportunities or projects, do yourself and your colleagues a favor and record them properly. Think of the new information as a shared company resource and use technology to make it accessible to others. I encourage you to collaborate with your colleagues to modify some professional processes for a more streamlined workday. New year = new technology habits.

7. Time management

Be intentional with how your time is spent. We can all get caught up in mundane tasks but identifying important professional tasks can keep us on track. Block time off on your calendar for various projects to ensure chunks of time are available to focus on independent work. This helps protect your own work time while working efficiently for clients too.

8. Keep learning and add value

Let’s face it – we know a lot, but we do not know everything. Even an expert in a particular field has more to learn and room to grow. Step out of your comfort zone and dive into something new. It can be a new hobby, a new skill, or sharpening and fine tuning a skill you are already promoting. There are ways to add value to your life and to your work. Allow yourself to be inspired and empower others to learn and grow. Personal development expands your horizons and what you have to offer!

Keep Pressing On

A new year does not necessarily equal a new you. Instead, it welcomes the opportunity for improvements over time. Our work is never complete and that’s part of the fun. Our personal and professional lives can be so intertwined. Improvements in one area may bring success to the other as well. Best of luck with your resolutions – you can do this!

Reach Full Sail Partners

Topics: Tips, ERP, Professional Services

2020 Year-End Processing in Deltek

Posted by Rick Childs on Wed, Dec 02, 2020 @ 11:35 AM

2020 year end

2020 has been quite a year, to say the least! If you are like most of the people I talk with, you are looking forward to the new year. But, hold on a minute! Those of us in accounting roles generally dread year-end processing and, therefore, year-end itself! Either way, time marches on and we will find a way to deal with it! After all, that’s our job, right?! So, let’s talk about what we can do to make year-end as painless as possible!

Get Your Calendar and List Ready

The first thing to do is to make a good list of what needs to be done, when it needs to be done and what it is going to take in time and resources to accomplish! When I think of this type of endeavor, my mind always goes to my Accounting Calendar. That calendar is my guide throughout the year and contains all of the relevant milestones – timesheets and expense report due dates, payroll processing, AP processing, billing, month-end close, etc. My calendar helps me to keep everything in balance throughout the year, rather than waiting until year-end to take it all on.

At year-end, we need to add some items to that list – benefit year initialization, 1099’s, and W-2’s to name a few. Additionally, the tax accountants and auditors (if applicable) will be asking for substantiation (sub-ledgers) for the primary account balances – cash, AR, fixed assets, AP, revenue, for example – on an accrual basis and cash-basis, if needed. Whew! It is a good thing we got to work from home this year! Not having to commute to work freed up plenty of time to get everything done, right?!

Ok, back to the job at hand – year-end close! As mentioned earlier, the accounting calendar will be a big help. One other item, that you should be checking on a regular basis, is the File Reconciliation Report in Deltek (Utilities, Advanced Utilities, File Reconciliation). This report lets you know if you have possibly mis-coded any revenue, direct, reimbursable or indirect expenses. Additionally, it will let you know if your AR, AP and/or unbilled services accounts agree with the sub-ledgers. Remember, the auditors are on their way. Therefore, your Full Sail Partners consultant can help you troubleshoot and correct any issues that this report might point out, as well as helping you run the best reports to troubleshoot any other issues you may find in your assets, liabilities, capital and/or income statement balances.

Other Key Year-End Notes

What about those special year-end items I mentioned, you might ask? Let’s address those now, before another year has come and gone.

Benefit Accrual Year-End 

  1. Validate that you have run all necessary accruals for the benefit year. Remember, accruals may be made at or around timesheet end dates, payroll dates, month-end, etc. But they are not reliant on those dates. Your benefit year has a life of its own and you, as the administrator, just need to be sure that you accrued the proper number of hours for each employee for each benefit.
  2. Validate that employees have recorded all benefit hour usage for the year on their timesheets. If you are using weekly timesheets and your benefit year ends on December 31st, you may not have all benefit hour usage recorded into the system until early January. That is not a problem, you just need to make sure everything is recorded.
  3. Run – and print to PDF/Excel - an Accrued Time Report for each accrued benefit code to document the balances validated in steps 1 and 2 above.
  4. Run the “Open New Benefit Year” Utility.
  5. Run – and Print to PDF/Excel - an Accrued Time Report for each accrued benefit code to document the new balances after the new-year initialization. This is necessary to be sure that all carry-over rules and pre-accrual rules are applied properly and that each employee is starting the new year with the hours that they deserve.
  6. Don’t Panic! Any issues found in the above process can be remedied via accrual adjustments and/or benefit accrual history loading.

Accounts Payable 1099 Initialization and Printing 

  1. Let all appropriate personnel know the last date that AP checks & disbursements will be issued to vendors. Also, let everyone know when the first check run for the new year will be run. Yes, I know, everything changes at year end, but, with a plan, you can work with the changes.
  2. Once all 2020 payments have been processed, and before any 2021 payments are processed, run the 1099 Initialization Utility. This utility modifies two fields in the Vendor Info Center Firms (Vision) or Hub (Vantagepoint) – paid this year and paid last year. The utility moves the paid this year amount to paid last year and zeroes-out the Paid This Year Amount. Now you are ready to cut checks in the new year.
  3. Run a Vendor Ledger Report for all 1099 vendors and validate the Paid Last Year Amount. Once validated, you can then run 1099’s prior to January 31st.
  4. Don’t Panic! If you find discrepancies between the Paid Last Year amount and the Vendor Ledger Report, you can validate the proper amount and modify the field in the Vendor/Firm setup, then generate/regenerate the work file in 1099 processing (accounting, accounts payable) and process your 1099s.
  5. Keep an eye out for a Cumulative Update in the mid-December, 2020 to mid-January, 2021 range that will include an update to 1099 Processing to include the 1099-NEC form for Vision 7.6 and Vantagepoint 3.0 and above. If you haven't done so yet, please be sure to subscribe to Knowledge Base Article #39799 – Master Hot Fix List for Vision.

New Fiscal Year Initialization 

  1. This time, I am going to start with “Don’t Panic!” Although this one seems like a huge deal, opening a new year does not close out the old year. Changes will be made to the previous year balances throughout the year-end close, tax season and audit season. So, just plan to open the new year as soon as feasible.
  2. The primary consideration for opening the new fiscal year is that this process resets the Year-to-Date “tracking mechanism” in all overhead projects. Because of this, you might reserve the morning of January 2nd for finishing up the postings of 2020 items (AP invoices, etc.) that might have come in during the holidays and then open the new year so that you can record new cash receipts that also might have arrived.

Don’t Panic about Year-End

As you might have noted, the overall theme is “Don’t Panic!” Year-end does not need to be stressful! And, if you take advantage of the processing options available in Deltek Vantagepoint or Vision, you can save yourself a lot of time and money come year-end, tax-time and audit-time. How? By maintaining and following a good Accounting Calendar and by setting up General Ledger Account Groupings to present your financials in the formats that your CPA and auditors prefer. Don’t wait for them to ask for sub-ledgers to prove AR, AP and Revenue, have them ready and balanced all year.

Additionally, Deltek’s Recurring Transactions can help to make it easy to take care of accruals and depreciation, etc. on a monthly basis. As always, if you have any questions or need assistance with any of the setup, processing or recording discussed here, just send an email to Consulting@FullSailPartners.com. Furthermore, Deltek has several resources available through the Deltek Customer Care portal including:

  • Year-End Resources such as knowledgebase articles, videos and documentation
  • The Deltek Community which allows users to connect with peers to ask questions and exchange knowledge and ideas
  • Live Chat with a customer care analyst to get answers regarding year-end

This may not have been the happiest of years, but at least now, year-end does not have to be stressful! Happy New Year!

Deltek Customer Care

Topics: Tips, Professional Services, accoutning, finance, Deltek Vantagepoint

Technology Tips and Tricks to Help Your Kids with Digital Learning Series: Staying Organized

Posted by Jennifer Renfroe on Wed, Sep 16, 2020 @ 11:35 AM

Time management

Many students started the new school year online, and parents continue to navigate this new way of learning with their children. Across grade levels, many students are still struggling with the challenges of learning remotely. Without direct guidance and reinforcement from teachers face to face, it often becomes overwhelming to manage the expectations of classwork. In this installment of our series, we will address how parents can help their kids stay organized in the digital learning environment.

Non-Distracting Workspace

Children should have a designated workspace that has minimal distractions. Parents should not pick the bedroom for schoolwork because kids can be tempted to do their work on their beds which can reduce productivity. Having a room outside of the bedroom designated for school work is the better option. Dining tables have been a popular choice when spare rooms aren't an option. Phones, televisions and other sources of entertainment provide further disruption opportunities so should be removed from the workspace. When taking a break, kids can go back and enjoy the amenities of their bedroom.

Time Management

Regardless of which class management tool is used, staying organized is now a bit easier than in the past since assignment due dates can be tracked online. However, procrastination remains a real problem for many students which can lead to feeling overwhelmed. The best way for parents to help kids manage time is to make sure there is a set schedule and daily routine. Daily tasks should be written down and crossed off when completed. All work can be prioritized and chunked so that assignments can be accomplished several days in advance of due dates.

Protect School Work

One of the biggest frustrations with online learning is technology failures. After spending hours on an assignment, no one wants to risk losing that work. Parents can make sure this doesn’t happen by having kids do their work in the cloud using Google docs or another cloud service. If the computer shuts down, the work will still be accessible when it reboots. Additionally, besides using a flash drive, other methods of saving work include sending the work to another location via email, like parents’ email. This is a great option for assignments that use Microsoft Word or Excel. Always have a backup source so assignments can be submitted on time.

Ask for Help

Another means of staying organized is for parents to encourage their children to ask for help. One benefit of online learning is connectivity to teachers through tools like Canvas and school email like Microsoft Outlook. Rather than waste a lot of time being confused or worried about something, just email the teacher for clarification. While teachers may not be able to respond immediately, they usually will within the day. Once the request has been sent off, make sure kids move on to another question or assignment. It is often hard to wait for an answer, but without asking teachers, there will be no resolution which ends up causing more stress.

Stay Prepared with Digital Learning

Parents should use these recommendations to stay organized with digital learning. It is hard to balance “real” jobs and the extra responsibility of managing students’ work, but with these measures in place, routines will be well established, and it will all get done. Another reason to keep those kids organized is to make room for a little “me” time. Good luck!

Reach Full Sail Partners

Topics: Tips, Technology Solutions

Technology Tips and Tricks to Help Your Kids with Digital Learning Series: Presentations in Google Slides

Posted by Sarah Gonnella on Wed, Aug 26, 2020 @ 11:35 AM

Google Slides

Many students started the new school year with digital learning. As parents navigate the most efficient way to support their children during the school day, we have launched a digital learning series to help both parents and students. Follow along for technology tips and tricks as families adapt to this new environment. This addition to our series features Google Slides. 

Creating Presentations in Google Slides

Many students across various grade levels are tasked with creating presentations as part of their assignments. There are several programs to choose from, but two of the more popular ones are Microsoft PowerPoint and Google Slides. Google Slides is gaining popularity within school systems. Check out this video to learn about time savers, such as master slides, as well as some tips that can improve the presentation creation experience.

 

Get Prepared for Digital Learning

We hope you found this vlog in our series helpful. Templates and shortcuts can make better use of time when creating Google Slides and PowerPoint presentations. Therefore, this automation can be beneficial for both students and parents. If you have a technology topic you would like to see covered in the digital learning series, let us know.

Reach Full Sail Partners

Topics: Tips, Technology Solutions, Professional Services

Technology Tips and Tricks to Help Your Kids with Digital Learning Series: Keyboard Shortcuts

Posted by Sarah Gonnella on Wed, Jul 29, 2020 @ 11:35 AM

Keyboard shortcuts

Across the US, many parents have elected for their kids to do schooling at home, while others are only given the option of digital learning. Since working from a computer is not something many adults and kids are prepared to do, we decided to help out by starting a blog series on technology tips and tricks to adapt to this new environment. Our firm has been working remotely for more than two decades and the hope is that this series provides value to kids and adults alike. Please note that all of the tools mentioned in this first blog are geared towards a PC and Windows applications.

Must Know Keyboard Shortcuts

  1. Create Browser Shortcuts – First things first. Create a bookmark for the applications that need to be accessed daily by navigating to the page you want to save and click Ctrl+D or click the “Star” next to the website address. Name the bookmark with a clear title. Now you have a quick link to access, so you don’t have to remember where to go each morning. 
  2. Copy, Cut & Paste – Some of the most commonly used keyboard shortcuts are copy, cut and paste. They can save tons of typing time. To copy text, highlight the text and press the Ctrl+C buttons simultaneously. To paste the text, put your cursor where you want the text to go and press the Ctrl+V buttons simultaneously. To cut text, highlight the text you want to remove and press the Ctrl+X keys simultaneously. Pro trick: If you want to remove the style and paste as plain text, add the Shift button: Ctrl+Alt+V.
  3. Select All, Undo & Redo – If you want to highlight an entire section of text, use the keyboard shortcut Ctrl+A and it will highlight the entire section of text. This is commonly used in combination with cutting or copying text. If you want to undo an action, press the Ctrl+Z to quickly reverse the previous action. This is commonly used when you accidentally remove text you want back or apply a style that you no longer want. If you would like to redo an action, press the Ctrl+Y keys. This is commonly used to apply a style again or insert an action you just did like a new column or row. These tricks can help you save mouse clicks.
  4. Minimize All Windows – If you quickly want to view the desktop and minimize all windows, you can click on the Windows button + D. This is a helpful trick to minimize it all. Another quick way to minimize is to go to the bottom right hand on the task bar. To the far right there is a bar next to the time. When you click on it, all windows will minimize.
  5. Moving Between Programs – When your work requires multiple applications to be open, it can sometimes be difficult to minimize and reopen the right application. One easy way to find your document or application is to use the Alt+Tab key. It will open all of your applications and allow you to tab over to the one you want with ease. Pro Tip: Add Shift to move to the previous tab (Alt+Shift+Tab).
  6. Finding Information – Many times it is difficult to find the information you are wanting on a page. As long as the page is not an image, you can search for words on a webpage, pdf, etc. by clicking Ctrl+F. Then type in the word you are searching.
  7. Revisit a Browser Tab That Was Accidentally Closed– If you accidentally closed out of a browser tab, there is a simple keyboard shortcut that can quickly bring it back open. Simply click Ctrl+Shift+T.
  8. Format Painter – The format painter applies all attributions. Think of it as copying and pasting for formatting styles. Highlight the text, row, column, or graphic you want to apply to another object and click on the Format Painter icon under the Clipboard. From there, highlight the object you would like to apply the format to. Pro Tip: You can also click Ctrl+Shift+C to copy all formatting and Ctrl+Shift+V to apply the formatting.
  9. Screenshot – To take a screenshot of the entire screen, click the Ctrl+PrtSc. If you only want to take a screenshot of the application or dialogue box that is up, click on that application or dialogue box and click the Alt+PrtSc. Chromebook Tip: Many schools are providing Chromebooks. It is important to note the instructions are different. Here is an article for Chromebook users: https://www.theverge.com/2020/1/14/21065295/chromebook-screenshots-how-to-take-keyboard-keys.
  10. Screen Freeze – Many times when your computer is not responding, one program is causing an issue. A keyboard shortcut that all users should learn about is Ctrl+Shift+Esc. Many of you may have used Ctrl+Alt+Delete in the past and it still works, but Ctrl+Shift+Esc is a quicker way to pull up the Task Manager and see what programs are using CPU memory or which programs are not responding. Once you determine which program, you can close just that program down.
  11. Dictation Tool - It isn’t a keyboard shortcut, but this button is a life saver for kids that don’t know how to type and struggle with spelling. In each Office product, there is a Dictation tool. An important reminder is to make sure they go back and re-read what they wrote. It might be good to have an adult review before an assignment is submitted, too.

Get Prepared for Digital Learning

We hope you found the first blog in our series helpful. Understanding keyboard shortcuts helps expedite the learning process and makes it easier to execute homework and assignments for both students and parents. If you have a technology topic you would like to see covered to help the digital learning process, let us know.

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Topics: Tips, Technology Solutions

2020 Trends in the Professional Services Industry

Posted by Jennifer Renfroe on Wed, Jan 15, 2020 @ 11:30 AM

Looking for Trends

Firms in the professional services industry must adapt to compete in today’s world. Through acquisitions and other partnerships, many professional services firms have been entering into new markets. These firms now have the need to offer a wider range of services to a larger client base. Additionally, many firms have increased their global presence which affects the way client needs have been handled in the past. Let’s check out the top trends for professional services firms as they deal with evolving client expectations and staying competitive.

On-demand Workforce

As new demands arise with the increasing service offerings by professional services firms to more clients, an on-demand workforce is necessary. This workforce can include contractors, part time staff and temporary workers in addition to full timers to meet staffing needs. Firm leaders will need to learn how to manage this future workforce and cultivate a culture that will be attractive to top talent with the key skill sets to render firm services.

More Flexible Service Rendering

Competition for the professional services industry has increased with rapid globalization. Clients expect professional services firms to support them and deliver high quality services from anywhere in the world. With location not being the priority, client demands can be met with operational and staffing flexibility. It is very important to stay abreast of who would be competent and available for doing the needed work.

Perception as Advisors

Professional services firms are changing the way they price services. There has been a shift from the traditional per-hour revenue model to a more value-oriented model. With value-based pricing, professional services firms are setting their prices primarily on perceived or estimated value of the service to the customer rather than historical prices. This value-based pricing encourages the relationship of a professional services firm being an advisor rather than just a service provider.

Leveraging Automation

With technology changing at such a fast pace, professional services firms are increasing their offerings with the use of automation. Using automation allows firms to simplify complicated and/or difficult processes saving a lot of time while delivering quality services. Automation also makes it easier to find the source of problems and provides the ability to remedy them quickly. Additionally, automation can help reduce errors and eliminate repetitive tasks.

Staying Competitive in Today’s World

Professional services firms must stay competitive in the global world of today. In order to do so, they must keep a pulse on their evolving client needs. Even more, they must be ready to provide a flexible workforce rendering quality services as fast as possible to wherever needed. The use of automation is a necessity for success. Furthermore, professional services firms must focus on satisfying their client expectations to ensure their services continue to be utilized.

Thinking Out Cloud

Topics: Tips, Building Business, Professional Services

Start the New Year with These Resolutions

Posted by Full Sail Partners on Wed, Jan 08, 2020 @ 11:05 AM

Checklist

Usually when you think of a New Year’s resolution, you think about a habit or trait that you find undesirable and want to improve upon to achieve a personal goal. However, a New Year’s resolution can apply to more than an individual. For business leaders, the start of a new year is the perfect time to make changes within their organization that they believe will increase the overall performance and success of the company. These changes are typically new initiatives for certain roles and departments.

So, what are the best initiatives for your firm to tackle for the new year? Fortunately, the team of Full Sail Partners’ consultants works with a wide variety of professional services clients and have been able to glean unique insight about the common challenges’ firms have experienced over the previous year. Based on these challenges, here is a list of New Year’s resolutions your professional firm may consider adopting.

Top New Year’s Resolutions for Professional Services Firms     

In no particular order, here are the New Year’s resolutions your professional services firm may consider enacting:

  • Clean up your favorite personal and global reports and searches
  • Find a business intelligence solution that can provide your firm with actionable insights
  • Set up a reminder one month prior to year-end for project and department managers to validate unbilled services
  • Ensure you are taking advantage of all the formatting options for Invoice Templates and review them to make sure that all are up to date with addresses, images, etc. 
  • Consider using Resource Planning for more than project budgeting for things like revenue projections and calculating earned value management
  • Embrace client feedback to improve relationships and create more repeat business
  • Make sure that Opportunities are only associated with one Regular Project Record and one Promo Project Record
  • Review your database for duplicate records and records that require updating
  • Have billable employees update their timesheets on a more frequent and consistent basis
  • Begin preparing to upgrade from Deltek Vision to Vantagepoint using this webinar series

Start the New Year off Right!

With the start of a new year, it’s common to reflect on the previous year to identify areas and things that went well and to evaluate what could have been done better. Looking forward, firm leaders need to pinpoint ways to improve future performance by establishing specific initiatives which are best for the firm’s needs. Therefore, start this year off right and implement change that will guarantee your and your firm’s future success!

Reach Full Sail Partners

Topics: Tips, Support, Building Business

Improve Business Development with Technology

Posted by Full Sail Partners on Wed, Sep 25, 2019 @ 01:22 PM

Build Business

Business development can be a challenge especially when firms are already busy with day to day activities. Leaders must figure out what is worth putting effort and money into to get the pay-off they want. Fortunately, Deltek and Full Sail Partners offer many different solutions that are technology forward and can help make business development easier for you. Let’s take a look at some of these and see how they support business development.

Deltek Vantagepoint

Deltek has recently revamped Vision, creating a more powerful and user focused system that is designed for professional services firms. Deltek Vantagepoint can be used to improve productivity, increase profitability and make smarter business decisions. It also allows business development teams to quickly put together proposals that will give them an edge over the competition. So, by using Deltek Vantagepoint, you will have a platform that promotes business development with easy to use tools.

Blackbox Connector

Blackbox Connector provides the opportunity to connect Deltek Vision and Vantagepoint to 3rd party software. For business development purposes, Constant Contact and Mailchimp Blackbox Connectors will help make it easier to nurture relationships with potential new business. What is sent out via Constant Contact or Mailchimp is brought back into Vision or Vantagepoint with the Blackbox Connector making it convenient for you to track your marketing efforts which leads to new business.

Deltek PIM

Efficiency is one of the leading attributes to great business development. Deltek PIM offers your employees one place to access all your files across all aspects of your business. With all emails and documents in one place, it is simple to research and determine where new business might be found saving you a lot of discovery time. This can be an asset when trying to advance your firm’s business development.

Informer

Informer is a business intelligence tool which allows your firm to collect data and analyze it. Business intelligence provides insight you can use to make better business decisions and evaluate areas for business development. Visual options in dashboards can display a variety of charts and graphs which give you vital information. For instance, you can identify which clients have used your services the most and may require further assistance. Informer thus allows you to pinpoint business development potential.

Deltek Learning Zone

Deltek Learning Zone is a great resource to find out more about tools that can help your firm further its business development efforts. DLZ offers virtual live classes, self-paced classes, support videos, infographics, and many more ways to learn. You can find experts that have a lot of knowledge regarding the best way to target business development using Deltek products. This will help your firm plan a course of action for your business development strategy.

Making Business Development Easy

Time is a precious commodity to all firms. With the many offerings from Deltek and Full Sail Partners, your business development efforts can be handled more efficiently and effectively. It is crucial to target business development if you want to set your firm apart from the competition. Use these resources and stay on top of the business development game.

Deltek Vision Workflows

Topics: Tips, Building Business, Professional Services

Full Sail Partners Introduces New Corporate Dress Code for Team Unification

Posted by Sarah Gonnella on Mon, Apr 01, 2019 @ 09:30 AM

We get it! Working remotely, far from coworkers and isolated, can make for tough work attire choices. Well you spoke, and we listened! In our ongoing attempts to unify, team build and reduce decision fatigue, we are proud to announce our new corporate dress code. Introducing the universal, one-size-fits-all-in-wonderful, versatile, and fashionable Full Sail Partners' Speedsuit!

introducing

Perfect for:

Working from home!

workfromhome

Working with clients!

Presenting1

 

Success

And leisure.

Seeyoursupervisor

The Full Sail Partners’ Speedsuit is machine washable, wrinkle, stain, and odor resistant to accommodate any lifestyle. The official Full Sail Partners cap is the perfect accessory for bad hair days whether you’ve just gotten up or not slept for 3 days. We’ve got you covered! Together, the Full Sail Partners uniform will be a key lynchpin to success.

But wait, there is more! Clients can get their own Full Sail Partners speedsuit to show your support. Contact us now for more details.

HAPPY APRIL FOOLS’ DAY!

Topics: Tips

Tips and Tricks for the New Year

Posted by Full Sail Partners on Wed, Jan 30, 2019 @ 01:22 PM

Top 10 With the start of the new year, it is a perfect time to focus on areas of improvement. Along with making resolutions personally, many people see this time of year as one to revamp their workplace strategies. To support you in this process with your workplace resolutions, we have put together a list of tips and tricks.

Top Tips for the New Year

  1. Make sure you reopen a new benefit year to roll over previous benefits from the past year. If you are not manually adjusting, you should be initiating a new 1099 for the payment roll over.
  2. Adjust your multiplier in the beginning of the year so you can get a good look at your net profit.
  3. Make sure you prepare a new year budget so the monthly reconciliation for the bank is correct at the end of each month.
  4. Go through projects and vendors to make sure that the projects you have completed are set to dormant along with the vendors you no longer work with.
  5. Do not leave things to the last minute. If there are any errors, make sure you get them fixed immediately so they do not pile up later in the year.
  6. Make sure you log into Vision more often than just to complete timesheets. Frequently logging on to Vision is a good idea to make sure things are up to date and correct.
  7. Start using iAccess for your business development/CRM activities as well as time and expense.
  8. Commit to regularly updating your marketing content by spending one hour every Friday revising your projects and resumes with the information from the latest proposal. Put it on your and your marketing team’s calendar to make the time.
  9. Save consulting expense by not making journal entries to AR, AP, Revenue or Cash Accounts.
  10. Make sure, when billing, you resolve to post every transaction that you have and never undo posting.

Do More with Deltek Vantagepoint and Vision This New Year

With each new year comes both potential opportunities as well as challenges. Following these tips and tricks, you will get this new year off to a great start. Do more with Deltek Vantagepoint and Vision and help your firm run efficiently and effectively in 2019.

Need help reaching your goals this year? Click the link below to see how Full Sail Partners can help you achieve your goals.

Reach Full Sail Partners  

Topics: Tips, Technology Solutions