Full Sail Partners Blog

Data Visualization and How it is Used

Posted by Madeline O'Connor on Wed, Jan 22, 2020 @ 11:05 AM

chart graphic

Business Intelligence (BI) puts together business analytics, data mining, data visualization, technology resources along with the best practices to help companies make more data-driven decisions. Business intelligence can help businesses make better choices by displaying present and historical data in their business context. Analysts can use data visualization to provide performance and competitor benchmarks for a smoother and more efficiently run organization. Analysts can also detect market trends to boost sales or income more quickly. Making sure you are using BI and data visualization properly is important. Let’s look at how you can choose the right data visualizations for your company.

Temporal Visualizations

In the temporal category, data visualizations belong if they satisfy two conditions: they are linear, and they are one-dimensional. Temporal visualizations normally have lines that either stand alone or intersect with each other, with starting and ending time. Some common examples of data visualizations include scatter plots, time series sequences, timelines, line graphs, and polar area diagrams. These visualizations are usually pretty easy to recognize and understand. Picking the right visualization all depends on the kind of story you are trying to tell. When choosing a temporal visualization, your end goal should be comparing one or many value sets. This can help you easily show the low and high values of a data set.

Hierarchical Visualizations

In the hierarchical category, data visualizations are those that organize groups within larger groups. These are best used to display clusters of information, especially if they flow from one point to another. Typical hierarchical visualizations are tree diagrams, ring charts, and sunburst diagrams. Just like any type of data visualization, it is important that you are effectively telling a story with the graphics that you use. For this type, showing levels of importance coming from a single source is the main purpose of these visualizations. The only downside is that these graphs tend to be complex and sometimes difficult to read. The tree diagram is used most frequently because of its easy-to-follow linear path.

Multidimensional Visualizations

While linear data is easier to understand, sometimes you have the need to capture your audience’s attention. Multidimensional displays two or more different variables to create a 3D data visualization. These types of visualizations are scatter plots, pie charts, Venn diagrams, stacked bar graphs, and histograms. These visuals can break down a ton of data into key takeaways, making it easier to clearly identify what you are trying to get across. Multidimensional is used to compare data and parts of a whole and show relationships between two variables. With multidimensional data, you are able to choose different colors and shapes to really customize your graphic.

Data Visualization Makes an Impact

Choosing the right visualization for your data directly impacts how it gets across to the viewers. Your main goal should always be to properly tell a story with the graphics that you use. Data visualization allows you to display specific data in an eye-catching way leading to a successful conveyance of important and relevant information.

Blackbox Connector for Informer

Topics: Technology Solutions, Business Intelligence, Data Visualization

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

What is a CRM System and Why Your Firm Needs one?

Posted by Madeline O'Connor on Wed, Dec 18, 2019 @ 12:50 PM

CRM Solutions

A CRM system, or Customer Relationship Management system, is a technology tool that allows you to track important details about your customers. Firms need to know which product or service the customer currently has and want the ability to monitor the customer’s buying journey and needs. A CRM system also helps support the firm’s overall goals and strategies within each department. Let’s take a better look at what a CRM system can do for your firm.

Create More Revenue with a CRM

Sales teams use a CRM to conduct research as well as find new leads for future opportunities. A CRM system offers an abundance of information that can increase productivity when it comes to generating new sales. The CRM system can be used to track client communications which enables sales representatives to build stronger relationships with their customers and create new streams of revenue that grow firm profits. Furthermore, a CRM system can provide interactive analytical tools that give the sales force an accurate insight into a customer’s interests and needs. Sales representatives can then have more productive conversations with their leads and continue to develop personal relationships.

Along with building stronger relationships, a CRM solution can help a firm figure out the most effective sales practices and use that information to better their sales team. Staying abreast of proven processes will keep your sales team up to date on the fastest and most effective way to move a lead to a sale. 

Work More Efficiently

Similar to sales, marketing can benefit tremendously from the use of a CRM system. First off, the relationship between the marketing team and sales team is crucial to ensure customer needs are being met. With everyone actively using a CRM system for customer information, sales and marketing results can be seen across the board. Communication between sales and marketing will improve since both teams will have access to the most relevant data.

A CRM system can also be used to track marketing campaign success. The marketing team can evaluate how effective different marketing campaigns were including the costs which can help determine the best use of marketing department funds. With this available data, the marketing team can additionally change certain parts of the campaigns and maybe personalize some better for certain customers.

Improve the Customer Experience

Making sure customers are satisfied with their experience with your firm is very important. The customer service team relies on being able to measure things such as customer retention, satisfaction, and what is and is not working. This data can be tracked using a CRM system. If a customer did not have a good experience, the cause of the problem can be determined, and customer service can figure out what needs to be done in the future to prevent that situation from happening again. This information can then be relayed back to the sales and marketing teams so they can fix the issue on their side.

Why a CRM System is Right for Your Firm!

To be successful in any business, working smarter and most efficiently is very important. A CRM system can provide your firm with the metrics and relevant data to see how well your firm is meeting customer needs. Additionally, a CRM system offers the most accurate and up to date information allowing all department teams to work together seamlessly and effectively. Are you ready to take advantage of a CRM system?

Grow Revenue with a CRM  

Topics: Client Relationships, Building Business, CRM

Control Your Projects Better with Deltek PIM

Posted by Ryan Felkel on Wed, Dec 11, 2019 @ 02:44 PM

Deltek PIMDuring the lifecycle of a project in the professional services industry, there is a lot of information being shared among all the members of the project delivery team. Furthermore, history has shown that there is a larger amount of project related documentation being created as the professional services industry continues to become more digitized. As a result, more information is being shared and there are more decisions and final approvals to be made.

With all this information bouncing back and forth, it can become difficult to track what your other team members have reviewed. Therefore, making timely decisions becomes increasingly harder which can jeopardize the successful delivery of a project. However, Deltek has created Deltek PIM to help firms better manage project documentation to allow project delivery team members quick and easy access to important project related information.  

Easily Track Submittals with Automated Workflows

There are all types of various submittals that have to be tracked and documented during the lifecycle of a project. For many firms, this is still done using spreadsheets and other manual methods. Due to this, tracking change orders becomes a heavily manual process which is time consuming and prone to errors.  

What if there was a way to make this process less time consuming and allows for improved tracking of submittals? With Deltek PIM, firms can take advantage of the workflow functionality to create a formal submittal review process. What makes PIM’s workflow functionality so great is that it allows project team members to track the status of each submittal throughout the entire process. Even more, it allows team members to see who has reviewed the submittal and who still needs to review it to help ensure it gets processed and approved before the deadline. PIM also sends reminder alerts to individuals when a deadline is approaching to ensure they review the change order before the deadline.

Emails Here and Emails There

During the project lifecycle, email is a leading communication method amongst project team members. However, have you ever left someone off an email, or have you not been included on one? If this has ever happened, it is likely that a project team member has been left out of the loop about critical project information. Even worse, a project team member may not receive a crucial document that contains important project information.

The problem with emails is that the sender may not include an important recipient, or the recipient may not open the email in time to make an actionable decision on the information being shared. Thus, the decision-making process can be delayed, and the project timeline can be put in jeopardy. However, Deltek PIM provides a solution to improve project communication.

With PIM’s email management functionality, the entire project team has access to all the conversations that have influenced changes to the design and construction process of the project. Furthermore, PIM’s email management solution allows for the storage of project related communications in one centralized area designated to a specific project. Therefore, you never have to worry about obtaining these communications even if a team member is on vacation, out on leave, or has left the firm. All this information is permanently stored and made easily accessible.

Keep Up with Important Project Documents

A large portion of delivering a successful project requires keeping project documents up-to-date and organized. This means having access to the latest version of a document and being confident that the version you are working on is the most current version. With most document control processes, it’s difficult to know if the version you are working on is the correct and most recent version. Even more challenging, what if someone is trying to make changes to the same document at the same time? As most can agree, document management can be truly challenging and can hinder the success of a project.

The good news is that Deltek PIM makes document management simple. When firms adopt PIM’s document management functionality, they are able to implement standard document management processes and make sure project team members are compliant with them. Even more, PIM ensures one single version is available to all project team members which reduces duplication and provides the team access to the latest version.

Improve Project Collaboration with Deltek PIM

Information here and information there, information is everywhere. Well, this can be great for somethings like researching an item before making a big purchase. However, information everywhere is not so great when trying to deliver a project for a client. With Deltek PIM, all project related information is located in one space making access to it quick and easy for all project team members.  

Deltek PIM

Topics: Technology Solutions, Professional Services, Project Information Management (PIM)

Summary of Human Capital Management in 40th Annual Deltek AE Clarity Report

Posted by Jennifer Renfroe on Wed, Dec 04, 2019 @ 11:45 AM

40th Annual AE Clarity Report

Summary of Human Capital Management in 40th Annual Deltek AE Clarity Report

The results of the 40th Annual Deltek AE Clarity Report regarding Human Capital Management (HCM) indicate similar trends from the past few years. There continues to be a tight labor market, and firms still struggle with finding qualified candidates. With the talent that they do hire, firms are working to engage their employees especially by offering better career development which ensures retention. Let’s take a look at some of the key findings regarding HCM.

Talent Acquisition Challenges

The top three challenges firms are dealing with regarding talent acquisition are the availability of good candidates in the marketplace, the ability to offer competitive compensation and matching qualified candidates to open positions. Continuously nurturing qualified talent is must in this competitive talent pool. Firms must also take a hard look at their compensation plan to ensure they can recruit the desired staff to fill open positions. Utilizing a talent management software such as Deltek Talent Management will help with these talent acquisition needs.

Issues Regarding Managing Talent

Succession planning, employee engagement and performance management seem to be the primary concerns for firms regarding managing talent. Unfortunately, the report showed that only 45% of participating firms in the survey had succession plans in place. Lower on the priority list for firms were learning and development and recognition. Both of these actually go a long way towards improving employee engagement and should be looked at more closely. Therefore, it is wise to keep in mind that performance management is easily trackable using a talent management software.

Developing Talent

It is clear from the study that firms are in fact encouraging the development of talent that they are able to recruit. 75% of firms reported that coaching and mentoring are used to develop their talent with 54% using external education programs. 80% of firms prioritize professional licenses with 77% making conference attendance a focus. With the addition of 76% endorsing professional certifications and 72% offering continuing education reimbursement, the results show that firms are interested in investing in their talent which is always a plus!

Human Capital Should be Smartly Managed

Having the best talent in place now and a plan for the future is the secret to success for any firm especially project-based firms. With the constant flux in project management, talent needs to be qualified, available and engaged. Additionally, learning and development is crucial to not only keep employees retained but to ensure that projects are run as efficiently as possible. For a more detailed look at the HCM results from the 40th Annual Report available in the link below.New call-to-action

Topics: Professional Services, HR, Deltek Clarity Report

Preparing for 2019 Year-End

Posted by Jennifer Renfroe on Wed, Nov 27, 2019 @ 11:35 AM

Year End 2019

Year-End is coming! Don’t let year-end bring you down - create a plan and stick to it. A great way to start is by creating a checklist and calendar. Make sure your calendar includes all year-end deadlines: final AP and Expense payment processing, final timesheets due, and final bank reconciliation are all important items to include. Deltek issues a checklist yearly, and this is an excellent starting point to create the plan for your company. Once issued, it will be available on the Support Center site.

Top Items to Consider Adding to Your Year-End Checklist

  • Reconcile all cash accounts – Post all transactions in Deltek Vantagepoint or Vision. Verify your general ledger balances match your bank statements. Make all adjustments as needed.
  • Final Invoicing – Process all client invoices for the fiscal year.
  • Review outstanding Accounts Receivables – Follow-up with clients who have outstanding accounts receivables beyond 30 days. Send past due statements and/or simply give them a call. Enter the results of your collection efforts in the comments section of Deltek Vantagepoint or Vision Invoice Review. Year-end is an excellent time to collect your outstanding receivables. If you determine there is uncollectable AR, be sure to write those invoices off.
  • Review Unbilled detail - Time and expense transactions that cannot be invoiced to clients should be written off at this time.
  • Fixed Assets – Fixed Assets are larger purchases that are made throughout the year (i.e. equipment, automobiles, furniture, computers, etc.). This is the time to make sure all fixed assets are reported on the balance sheet if they are still owned. If not, record the sale or disposal of these fixed assets. Additionally, verify the depreciation on your fixed assets as well and make any necessary adjustments.
  • Employee Expenses and AP - Verify that all accounts payable vouchers have been recorded in Deltek Vantagepoint or Vision. Make your 401(k), SEP IRA, and Simple IRA contributions have been made, if you have not done so. Try and pay all your vendors and employee expense reports by year-end.
  • Notes Payable - Verify notes payable (i.e. loans) amounts on your balance sheet match the statements from your lenders and make all adjustments as needed.
  • W-9s – Order 1099 forms as soon as possible. Furthermore, make sure all W-9s from your vendors and/or contractors that have been paid $600 or more to throughout the year are on file. Don’t forget 1099s should be mailed on January 31st. 1099 forms can be purchased from most office supply stores, or you can order them for free from the IRS.
  • W-2s – If you run payroll in Deltek Vantagepoint or Vision, order W-2 forms. W-2s should be mailed by January 31st. W-2s can be purchased from most office supply stores.
  • Budget for next year - Create your GL budget for 2019.

Communication and Organization is Key to Success

Make sure all in the firm know what their role is for year-end, i.e. when final timesheets and expense reports are due. Put a year-end process in place, create a manual and checklist to use yearly, and you’ll be ahead of the game next year! Please note: Deltek will be issuing year-end updates for Vision 7.6 and Vantagepoint. If you are on 7.5 or older, you must upgrade to a supported version to receive a 2019 year-end update. If you are still on Vision 7.5 or an older version, contact Full Sail Partners if you have questions about upgrading to Vision 7.6.

Deltek Customer Care

Topics: Accounting, Support, Professional Services

Know the Real Facts About Upgrading from Deltek Vision to Deltek Vantagepoint: Dispelling the Misconceptions

Posted by Sarah Gonnella on Wed, Nov 13, 2019 @ 11:40 AM

DidYouKnow-RealFacts_Deltek-Vantagepoint.-1

As a Deltek representative, we have heard all kinds of misconceptions about Deltek Vantagepoint. Despite our monthly newsletters, webinar series, and continued communication, we are still speaking to firms that are confused or have been advised incorrect information about transitioning from Vision to Vantagepoint. Most are honest mistakes conveyed by all kinds of people. However, many of these "untruths" are coming from competitors spreading incorrect rumors so they can take advantage of your firm and convince you to leave Deltek.

We need your help! Please send this blog to everyone at your firm. Share it with user groups you are involved with and other firms you know use Deltek Vision. Below are the real facts about upgrading from Deltek Vision to Deltek Vantagepoint. Please help us to dispel the misconceptions.

What is Deltek Vantagepoint?

  • Deltek's reimagined flagship project-based solution for architects, engineers, and other professional services businesses.
  • Designed to help you manage the entire project lifecycle better than before.
  • This new solution is the culmination of the acceleration to iAccess and is based on feedback from our customers over the past 10 years.
  • An intuitive, powerful solution that puts your people and projects at the center of your business so you can be more efficient, productive and profitable.

For executives or employees wanting to view the upcoming changes, we recommend checking out this webinar: Deltek Vantagepoint - The Best All In One Package. The webinar reviews the top 10 new features of Deltek Vantagepoint, how to access the Readiness Portal and provides guidance on next steps.

Dispelling the Misconceptions about Deltek Vantagepoint

Q: Is Deltek Vantagepoint a new product?

A: It is a continuation of the Vision product. Think Vision 10!

Q: Will our firm need to repurchase to move to Deltek Vantagepoint?

A: No! As long as you are current on maintenance.

Q: How long will Deltek Vision continue to be supported?

A: Through at least 2022. We want to emphasize the "at least" part.

Q: In order to get Deltek Vantagepoint do I have to move to the cloud?

A: No! However, it might make sense so reach out to your account manager if you are interested.

Q: Will Deltek Vantagepoint be available on-premise?

A: Yes!

Q: Will Deltek Vantagepoint require me to migrate my data?

A: No! Your data will move over. There are some considerations if you have repurposed any info centers.  

Q: Will all of my user defined fields and user defined info centers move over?

A:  Yes!

Q: Will Vantagepoint contain the exact functionality as Vision 7.6?

A: No. The product is being reimagined and improved. There are certain areas that will not move forward. Please see that section below.

Q: Can my firm request to upgrade to Deltek Vantagepoint and move next week?

A: We do not recommend that. There are considerations that need to be made. We highly recommend reviewing the checklist on the Readiness Portal and viewing our webinar series first.

What Are My Options on Getting a Vantagepoint Test Environment?

For firms that are seeking to obtain a Vantagepoint test environment, the answer to this question depends on your current deployment method. Below are the options:

  • We are hosted by Deltek Cloud: If your firm is on the Deltek cloud, submit a case to Deltek letting them know you would like to have a test environment set-up for Vantagepoint. This does require further steps that Deltek will convey to you.
  • We are hosted by Full Sail Partners: If your firm is hosted by Full Sail Partners, your Primary Contact should have received an email on Wednesday, September 18th outlining when test environment requests can be made and how long those test environments will be made available. If you did not receive the email, email hosting.
  • We are hosted by an external hosting provider: If your firm is hosted by an external hosting provider, request that your provider set-up a test environment. If they have not set-up a Vantagepoint environment before, then we recommend you reach out to Full Sail Partners or your partner of record. It might make sense to consider moving to Deltek's cloud, hosting permanently with Full Sail Partners, or utilizing Full Sail Partners' transition hosting service. Contact us if you are interested in any of these options.
  • We manage our own environment: If your firm manages your own environment, request that your IT staff provide you a test environment. If they have not set-up an environment before, then we recommend you reach out to Full Sail Partners or your partner of record. It might make sense to consider moving to Deltek's cloud, hosting permanently with Full Sail Partners, or utilizing Full Sail Partners' transition hosting service. Our IT Consultants can also provide consulting services to assist your IT staff. Contact us if you are interested in any of these options.

Keep in mind, the upgrade to Deltek Vantagepoint requires a new install and has new installment requirements. For on-premise clients, please check out our past webinar: Is Your Firm Technically Prepared for Deltek Vantagepoint.

Who Do I Contact?

If your firm is seeking assistance with upgrading to Vantagepoint, our team is here to help. Check out our Vantagepoint Upgrade Review and Recommendation Program. Additionally, here are other resources to know.    

  • If you need any help accessing the portal, please e-mail DeltekUniversity (at) Deltek.com.
  • If you have any questions about the content in the portal, please e-mail Vantagepoint (at) Deltek.com.
  • If you have any questions about your preview or live Deltek software, please contact Deltek Customer Care https://deltek.custhelp.com/.
  • If you need assistance with your upgrade, contact us or your partner of record.

Deltek Vantagepoint Resources

Make sure to check out our webinar series about preparing for the upgrade to Deltek Vantagepoint. In this series, our team of consultants cover a variety of topics such as technical requirements, resource planning and project management, new CRM functions, and the improved accounting interface. This webinar series page also includes demonstrations of Deltek Vantagepoint. If you prefer to read about the enhancements, check out all the articles we have posted about the enhancements Vantagepoint offers to firms that upgrade from Vision!

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Topics: Support, Technology Solutions, Deltek Vision, Tips, Accounting, Deltek Talent, Deltek Vantagepoint

Introducing New Features in Deltek Talent 16.0

Posted by Jennifer Renfroe on Mon, Nov 04, 2019 @ 12:36 PM

red-vector-logo-lo-res

The release of Deltek Talent 16.0 has offered users even better functionality further improving firm workforce productivity. This latest version of Deltek Talent was created with the intention of strengthening strategic partnerships and developing Human Capital Management (HCM) capabilities. Let’s take a look at some of the new features of Deltek Talent 16.0.

Talent Relationship Management (TRM)

Version 16.0’s Deltek Talent Acquisition module introduced Talent Relationship Management which helps firms stay ahead of recruiting. Firms can now create recruitment campaigns to build relationships with top talent and source for openings. This improvement allows firms to fill project positions quickly. The Acquisition module also contains workflow improvements and enhanced on-boarding features.

Core HR

Once talent is hired, the new Core HR module enables firms to more efficiently manage employee records. Project-based businesses are constantly changing and there are shifts in workforce expectations. As part of the 16.0 release, there are newly added fields providing the ability to process hires, rehires, terminations and job changes. Using this automated process, there can be more focus on HCM within projects that helps with strategic planning.

Continuous Goal Management

Employee engagement and retention is always a top concern for firms. With the new continuous goal management feature in 16.0, you can set and manage goals separate from the appraisal process. This change significantly simplifies the goal writing process requiring less time. There is also the option of no score appraisals and comments can be tracked. Giving employees the consistent and frequent ability to meet set goals is important to keep them engaged.

Learning Requirements

Deltek Talent 16.0 incorporates the Learning module which lays out course and curriculum deadlines, recurrences and deadline offset options. There is a new two-level process that replaces CEUs allowing for flexibility on a per course basis. Additionally, Deltek has partnered with Red Vector for e-learning content which elevates performance for project-based businesses. Firms are able to track training and development in one place. There are 130+ courses available covering project management, leadership and HR issues.

Enhance the Whole Employee Life-cycle

Deltek Talent 16.0 offers new features that support the entire employee life-cycle. From sourcing the best talent to tracking human capital per project, to ensuring project managers are always learning and engaged, this new release fits the bill. Ready to see this improved functionality in action?

Deltek Talent

Topics: New Features, Professional Services, Deltek Talent

Full Sail Partners is Excited to Win a 2019 Premier Award for Client Satisfaction from PSMJ Resources and Client Savvy

Posted by Jennifer Renfroe on Tue, Oct 29, 2019 @ 12:05 PM

2019 Premier Award for Client Satisfaction Full Sail Partners, a Deltek Platinum Partner, is pleased to announce that it has been selected as a recipient of the 2019 Premier Award for Client Satisfaction by PSMJ Resources and Client Savvy, creator of the Client Feedback Tool. This recognition only goes to firms in the AEC industry who have gone above and beyond to deliver a truly exceptional client experience. A Full Sail Partners’ distinction is that it provides client-focused technology solutions and services always considering what would work best for each individual firm.

Recipients of the Premier Award for Client Satisfaction are determined using data collected from 280,000 surveys across 300 firms. Based upon the surveys, firms which really stand out regarding client feedback are given this prestigious designation. This year’s award winners will be recognized at the 2019 PSMJ A/E/C THRIVE – The Growth, Profit, and Performance Summit on October 2-4 in New Orleans.

“Among other aspects of our CX strategy, Full Sail Partners has found great success in consistently using the Client Feedback Tool to gauge client satisfaction and make appropriate changes to improve client experiences,” stated Sarah Gonnella, VP of Marketing and Sales. “We are greatly honored to be one of only 23 firms to be recognized with this Premier Award for Client Satisfaction.”

About PSMJ: For more than 40 years, PSMJ Resources, Inc. has been recognized as the leading publishing, executive education, and advisory group devoted completely to improving the business performance of A/E/C organizations worldwide.

About Client Savvy: Client Savvy works with professional services organizations whose success depends on strong client relationships. Their commitment to clients is to help them align their client experience (CX) strategy, implementation, and measurement initiatives with their top strategic priorities.

“Since 2009, Client Savvy has partnered with PSMJ to recognize the professional services firms around the globe that achieve the highest standards of excellence by the metric hardest to achieve: excellence recognized by a firm’s clients. Of the hundreds of firms that participate in this benchmarking each year, only the top 30 are recognized. Full Sail Partners began their journey several years ago, achieving an Honorable Mention in 2018, and placing near the top of all firms in 2019. By integrating a thoughtfully designed client feedback process into their project management system, Full Sail Partners has assured their clients always have a voice,” stated Ryan Suydam, Chief Experience Officer at Client Savvy.

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

Topics: Press Release