Navigating Workflows: Standard and Advanced
Are you working to make the work flow, or are workflows working for you?
No matter if you are new to Deltek Vision or a pro at customizing your database, Deltek Vision’s standard workflows, alerts, and stored procedures make automation easy. Whether you are using standard workflows to automate repetitive tasks and/or alert users of record changes, workflows can save time to free you up for more productive activities. Attendees will learn about the benefits of workflows and stored procedures and go away with instructions on 5 commonly used standard workflows. Additionally, the presentation will also discuss tips and tricks on how to avoid errors and review advanced workflows that firms are you using so your firm can automate and streamline processes.
Wendy Gustafson’s Bio
Wendy is an accounting professional with more than 25 years of accounting experience. As Controller at Full Sail Partners, a Deltek Premier Partner, she oversees accounting, system management and human resources at the firm. As a past consultant and trainer she specializes in accounting processes, system automation, and Deltek Vision functionality. With her years of experience, including more than 15 years in the architectural and engineering industry, she is uniquely prepared to find financial and system solutions using industry best practices for Deltek Vision.