Deltek Insight 2019: Continuing Education Classes with Full Sail Partners!

Deltek Insight 2019

VPVI-41: Preparing for Deltek Vantagepoint CRM

We will explore the CRM-specific changes coming with Vantagepoint and explain how to prepare. Topics include clients, contacts, and the convergence of opportunities and projects. Attendees will learn about:

  • CRM changes in Vantagepoint
  • Preparation before upgrade
  • Post-upgrade tasks related to CRM

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Lindsay Diven, CPSM, Senior Consultant at Full Sail Partners
Teresa Bever, Product Director at Deltek 

When: Wednesday, November 20th at 11:10 AM to 12:10 PM
Where: Sun B

VPVI-51: How Foth Leveraged Vision and partner FMIS to Turbo Charge Procurement

Foth's engineering business evolved beyond traditional consulting. It required robust procurement functionality to handle the many 3rd party suppliers needed to deliver our Turnkey/Design/Build projects. Vision/FMIS integrated PTP solution provided project transparency, control & major savings.

Teresa Raffel, Director of ERP and SCM at Foth

When: Wednesday, November 20th at 11:10 AM to 12:10 PM
Where: Sun 1-2

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VPVI-65: Implementing Project and Resource Planning - A Success Story

Hear Gresham Smith's journey toward successful implementation of Project and Resource Planning. You will learn about:

  • Configuration planning
  • Developing a training strategy to achieve 100% compliance
  • Creating project reports like Earned Value from planning data to drive plan maintenance

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Michele Jackson, Senior Operations Analyst at Gresham Smith
Michael Kessler, PMP, Principal Consultant at Full Sail Partners 

When: Wednesday, November 20th at 3:20 PM - 4:20 PM
Where: Sun B

VPVI-60: Demystifying the Asset Management Module - A Simple, Yet Powerful Approach

Presentation of an interactive approach to easily implement the Asset Management Module that is a simple, yet powerful in its information content. Participants will learn:

  • The many benefits of the asset management module
  • A positive implementation experience
  • Various methods to enhance module usability

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Sarahy Pagan, Corporate Controller at OBM Miami, Inc.
Kelly Duquette, Principal Consultant at Full Sail Partners 

When: Wednesday, November 20th at 3:20 PM - 4:20 PM
Where: Sun 1-2

VPVI-103: Tale of Two Firms: Tackling Business Intelligence

Ware Malcomb and Protean Design Group vary in size, location, services, and clients, but one thing they shared in common was the need to have actionable metrics at their fingertips. Both firms had developed extensive, but clunky and time consuming methods to provide company reports. Many times by the time the information was extrapolated from the system, reformatted, and presented to team members, the data was already out-of-date. Over the years, employees at both firms expressed a desire to consume their data visually. During this session, each firm will highlight the challenges they faced and why both firms landed on the same business intelligence tool, the Blackbox Connector for Informer. Attendees will learn more about how they were able to transform their Deltek Vision data into mouthwatering visuals and expedited their reporting process across their entire company.

Bradley Mathias, Director, Financial Planning and Analysis at Ware Malcomb
Anna Skeete, Marketing Manager at Protean Design Group, Inc.

When: Tuesday, November 19th at 4:30 PM to 5:30 PM
Where: Tallahassee 1-2 

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