Full Sail Partners Blog | Jake Lucas

There’s a new coworker in town—and spoiler alert—they don’t take coffee breaks. 😏

Deltek Dela™ is Deltek’s AI-powered intelligent business companion. And no, that’s not just a fancier title for “digital assistant.” Dela is the full package—packed with smart summaries, predictive capabilities, automation tools, and a natural language interface. She’s not here to passively respond to commands. She’s here to enhance productivity, accuracy, and value across your entire project lifecycle.

Let’s take a look at how Dela is bringing purposeful innovation to project-based firms—and why she’s quickly becoming everyone’s favorite team member.

From Digital Assistant to Full-On Business Companion

Plenty of tools throw around AI buzzwords like “chatbot” or “virtual assistant.” But Deltek didn’t create Dela just to keep up with trends.

Dela is the sum of all AI capabilities inside Deltek Vantagepoint. She’s not just bolted on. She’s built in.

With Dela, you can:

• Draft content like client emails and project summaries with GenAI.
• Predict project success with data-driven insights.
• Automate repetitive tasks like invoice and expense entry.
• Ask natural-language questions like “What’s our win rate with [Client Name]?” and get answers instantly.

And that’s just the beginning.

Making the Entire Project Lifecycle Smarter

Dela isn’t AI for the sake of AI. Every tool, every feature, every suggestion is designed with a specific purpose: to make project-based businesses more productive, efficient, and profitable.

Here’s how she shows up across the entire project lifecycle:

🧲WIN: Fill Your Pipeline Smarter (and Faster)

Sales and marketing teams can use Ask Dela to:

• Quickly find best-fit opportunities,
• Summarize a client or opportunity to identify the best next step,
• Capture contacts instantly using the built-in business card reader,
• And easily create follow-ups, meetings, or proposal tasks—all from one prompt.

Forget hunting through tabs and records. Just type what you need and Dela does the rest.

📊MANAGE: Stay on Top of Project Health

With all the data sitting inside your ERP, it’s easy to get overwhelmed—or worse, miss critical insights.

Dela puts the most relevant data right at your fingertips:

• Need a project’s financial performance summary? Ask Dela.
• Want to assess resource skills or competencies for upcoming needs? Ask Dela.
• Looking to predict earned value, labor multipliers, or schedule variance? She’s already on it.

Think of her as your project whisperer, helping you manage with confidence instead of chaos.

🛠 DELIVER: Streamline Billing & Admin Workflows

Once the project is in motion, the last thing your team wants is to be buried in receipts and invoices.

Dela takes care of the annoying stuff:

• Scan receipts or AP invoices, and she auto-fills the data fields.
• Need to know the outstanding AR for a client? She’ll summarize it instantly.
• Want to follow up with a billing contact? She’ll even draft the email for you.

Yes, really.

📈 MEASURE: Turn Insights into Action

Project performance, firm-wide KPIs, DSO trends—Dela’s dashboards and smart summaries help you:

• Get paid faster,
• Spot risk before it becomes a problem,
• Make strategic decisions with data you trust.

She even gives you a 360° view of client health and project profitability without the need for complex reporting tools.

Real Ways Dela is Changing the Game

We could tell you Dela “enhances decision-making through AI,” but let’s be real—you want specifics.

Here’s how Dela is already shaking up how project-based firms operate:

1. Ask Dela: Your Natural Language Command Center

No need to memorize report filters or open five tabs—just type (or speak!) what you need. Try something like:

• “What’s our win rate for projects with [Client Name]?”
• “Summarize the financials for project R00181.00.”
• “Create a meeting with the proposal team for this Friday at 2pm.”
  Yes, she even creates and attaches activities to employees. 😎

2. Smart Summaries That Work Overtime

Ever wanted a quick snapshot of a project or client without clicking through 12 screens? With Dela:

• Get Project Smart Summaries to view plan status, earned value, DSO, AR, and more in a flash.
• Use Client Smart Summaries to scan pursuits, project history, and key contacts—all in one clean summary. Perfect for BD pros and executives.

3. Automating the Boring Stuff

Let’s be honest: no one gets into project management to manually enter AP invoice data or type out expense receipts.

• Dela’s ICR (Intelligent Character Recognition) scans invoices and receipts and fills out the fields for you.
• Capture business cards from events with a quick scan—and voilà, a new contact in CRM.

4. Predictions That Actually Matter

Dela isn’t just reactive. She’s out here forecasting like a pro—so you’re not blindsided by low margins, resource gaps, or underperforming projects.

Expect insights like:

• EAC profit & variance
• Labor multipliers
• Schedule or spend variances
• DSO and AR trends

Basically, she’s that teammate who sees problems before they happen (and gently nudges you to fix them).

But Is It Really That Smart?

Yep. Unlike some of the AI-lite tools from competitors that stop at basic automation or chat bots, Dela is built right into Vantagepoint. She pulls data from all corners of your system—CRM, projects, resourcing, financials—and turns it into actionable intelligence.

And the best part? She evolves with your data. Meaning the more you use her, the more helpful she becomes. Kinda like your favorite pair of running shoes—once you break her in, it’s game on.

Who’s This For?

If your team is still:

• Digging through reports to answer simple questions,
• Manually entering in expense and AP invoice data,
• Missing red flags on projects until it’s too late,
• Or just feeling like they can’t quite get ahead…

Then yes, Dela is for you.

From business developers to PMs to accounting teams, everyone gets a boost.

See Dela in Action

At Full Sail Partners, we’re helping firms just like yours harness the full power of Dela and Deltek Vantagepoint. Whether you’re already on Vantagepoint or exploring your options, we’ll show you exactly how Dela can make your workflows smarter—and your life easier.

👉 Want a sneak peek? Watch our mini-demo by clicking the image below and get a firsthand look at Dela’s magic in action.

TL;DR:

Deltek Dela isn’t just a chatbot. She’s your all-in-one, AI-powered business companion that helps your project-based firm work smarter across the entire lifecycle—from pipeline to payments.

And yes, she really is that smart.

Got questions? We’ve got answers. And probably a few dashboards to go with them.

If you’ve been hearing the terms “traditional AI” and “generative AI” thrown around like confetti lately but still aren’t quite sure what the difference is—you're not alone. And don’t worry, we’re here to break it down without the robot-speak. 🤖💬 

Artificial Intelligence (AI) is transforming how we work, analyze data, and make decisions—and the A&E industry is no exception. Whether it’s optimizing project schedules, identifying risks before they become disasters, or simply helping your marketing team write that next proposal (hello, ChatGPT!), AI tools are becoming part of our everyday toolkit. 

But before you plug in and power up, let’s pump the brakes and understand that not all AI is created equal. Specifically, there’s a big difference between Traditional AI (a.k.a. Machine Learning) and the newer kid on the block, Generative AI. 

Let’s explore how each type of AI functions, what problems they solve, and how your firm might benefit from using both. 

Traditional AI: The "What Happened and What Should We Do About it?" Kind of Smart

Traditional AI—often powered by Machine Learning (ML)—is great at looking at your firm’s past to make sense of what might happen in the future.

Describe - What Happened?

Traditional AI thrives on data. It aggregates and mines historical information to tell you what’s already occurred—think time-entry patterns, project budget overruns, or marketing campaign performance.

Predict - What Could Happen?

Using statistical models and algorithms, this kind of AI can forecast outcomes. For example, it might tell you: “Hey, based on the last 20 projects of this type, you're probably going to go over budget by 10%.” Super helpful? Absolutely. Magic? Not quite.

Prescribe - What Should We Do?

This is where traditional AI begins to nudge into decision-making territory. It might recommend a staffing shift, suggest delaying a milestone, or adjust workload distribution to keep your projects on track. It’s not doing the work for you—but it’s definitely acting like that smart friend who always has great advice.

Bottom line: Traditional AI is your data whisperer. It’s about understanding patterns and helping you make smarter decisions based on them.

Generative AI: The “Let’s Create Something New” Powerhouse

Generative AI is like Traditional AI’s artsy cousin who can write, draw, build presentations, and even automate tasks based on what you tell them. It’s creative, dynamic, and frankly, kind of a showoff—but in a good way. 😎

Input - What to Create

With Generative AI, you start with a prompt. “Write a project summary,” “Draft an email to a client,” or “Build a training outline for new hires.” Your input kicks off the magic.

Collect - Synthesize Data

Generative AI taps into massive amounts of data and language models—often including your firm’s own info if integrated correctly—to create highly relevant and customized outputs. The more specific the input and data source, the better the results.

Generate - On Demand Content

This is where the tool really shines. It produces original content—proposals, reports, schedules, even social media captions (wink)—saving you and your team hours of manual work.

Automate - Take Action for the User

Unlike Traditional AI that just offers recommendations, Generative AI can actually do the thing. It can distribute content, send reminders, automate workflows—all based on what you’ve selected or approved. It’s like having an extra team member that never sleeps (but also doesn’t drink your office coffee).

Bottom line: Generative AI is about creation and automation. It’s not just analyzing the past—it’s helping you build the future, faster.

So… What Is Deltek Doing About AI?

Now that we’ve laid the groundwork for what AI is and how it’s evolving, you might be wondering: “Cool, but how is this actually being used in Deltek Vantagepoint?”

Deltek’s approach to AI isn’t just about chasing trends or flashing shiny new tools. It’s what they call purposeful innovation—applying AI and machine learning in strategic, practical, and real-world-useful ways across the project lifecycle.

Here’s how that shows up in Vantagepoint:

• Task Automation – Think of those annoying, repetitive tasks that eat up your team's time—like updating records, running reports, or tracking hours. Deltek is automating them to free up your staff for more meaningful work.
• Boosting Productivity – AI helps your teams find information faster, so they can make quicker decisions, deliver better projects, and yes—even improve your cash flow.
• Simplifying Workflows – Instead of 6 steps to complete a routine task, AI tools are reducing it to 2 or 3. Less friction = more momentum.
• Reducing Risk – Manual data entry and one-person knowledge silos are risky business. With automation, Deltek removes some of that human error (and the stress that comes with it).
• Enabling Strategic Decision Making – With better insights, cleaner data, and fewer time-consuming tasks, you and your team can focus on what really matters—making smart, strategic moves.

And here's the kicker: just because you can use a trendy new tech doesn’t mean you should. Deltek’s focus is on making their products easier to use, not more complicated.

So, the next time you hear someone talking about flashy AI features from a competitor, just remember: ✨Does it actually make your day easier, your work better, or your firm more profitable?✨

That’s the litmus test. And that’s what Deltek is aiming for.

Smarter Projects Start with Smarter AI

AI isn’t just a buzzword—it’s a real opportunity to make your teams more productive, your workflows simpler, and your decisions more strategic. Whether it's traditional AI helping you predict what’s coming next or generative AI creating on-demand content to lighten your workload, there’s no denying the impact these tools can have on the AEC industry.

And the best part? You don’t have to figure it out alone.

Deltek is approaching AI with intention—focusing on purposeful innovation that supports your entire project lifecycle, not just flashy features. From automating time-consuming tasks to reducing risk and empowering your teams with better insights, AI is here to help you work smarter, not harder.

🎥 Want to see it in action?

Check out our on-demand webinar: AI Solutions for Vantagepoint: Enabling Next-Level Productivity to explore how these tools are already making a difference for project-based firms like yours.

Let’s turn that AI curiosity into real results. 👇

Let’s be honest—AI is everywhere right now. And while that’s exciting, it can also be frustrating. Because when it comes to using AI tools to actually get real work done inside Deltek Vantagepoint, most firms are either just dabbling… or getting burned.

Here’s the thing: AI is only helpful if it’s reliable. Otherwise, it’s just a very confident tool giving you half-right answers.

I’ve been building AI applications since generative AI first exploded onto the scene. And now, as an AI Developer at Full Sail Partners, I’m taking that experience and putting it to work for project-based firms like yours. Whether it’s out-of-the-box tools like ChatGPT or custom-built AI inside Informer and Vantagepoint, the goal is simple: make your life easier, your insights faster, and your decisions better.

Let’s talk about how we actually make that happen.

Why Most AI Tools Fall Short

A lot of AI out there is like an enthusiastic intern on their first day—well-meaning but not quite ready to be left unsupervised.

You ask a vague question, and the AI gives you something that sounds useful… but it’s either way off base or completely made up. Yep, that’s a thing—AI hallucinations. And in the world of project financials, that’s a pretty big red flag.

Unreliable answers lead to wasted time. Bad data leads to bad decisions. And if you’ve got deadlines and KPIs on the line, that’s a risk you can’t afford.

The Two Core Principles That Make AI Reliable

In my work developing AI tools that play nicely with Vantagepoint, I’ve focused on two big ideas:

1. A Window into the Facts

Most AI tools give you an answer and then ask you to just… trust it. Not great.

Instead, we build AI that shows its work. When you ask a question, you don’t just get an answer—you get the data behind it. You can click to verify, dive deeper, and understand exactly how the AI came to that conclusion. It's like a GPS that tells you why it picked that route, not just where to go.

This is built directly into our Informer AI Assistant, which works inside Microsoft Teams and pulls data from Vantagepoint.

2. Reliability Training

Making AI trustworthy takes more than good intentions. It takes practice—and the right techniques. Here are three I use all the time (and you can too):

• One-Path Prompting: Ask one clear, specific question. No vagueness. No contradictions. Just a straight line from question to answer.
• Problem Expansion: Break big, complicated asks into smaller pieces. Think about how you’d delegate to a new employee—you wouldn’t say “solve all our issues.” You’d say “check this one report and flag anything unusual.”
• AI University (for developers): This one’s for the builders out there. Train your AI to be really good at one thing. Not everything. Just one thing, and let it do that extremely well.

By building these techniques into our AI tools, we make sure the end result is actually useful. So useful, in fact, that most users don’t even need to think about the tech behind it. It just works.

So, What Does This Look Like in Real Life?

Here’s an example: You’re in Microsoft Teams and you need to check whether a project is running over budget.

Instead of logging into Vantagepoint, clicking through dashboards, pulling reports, and second-guessing yourself—you send a single message to our AI assistant.

A few seconds later, you’ve got a clear, accurate answer, complete with the source data. Want to drill down further? One click and you’re in Informer, seeing the full picture.

No app-switching. No spreadsheet spelunking. Just one question, one answer, and a whole lot of time saved.

Why This Matters (to You, Right Now)

Whether you’re a PM, a marketer, or a firm executive, the common thread is this: you need good data, fast.

Reliable AI changes the game.
It helps you stop guessing.
It gives you time back.

And it turns your mountain of Vantagepoint data into real, usable insights—without you doing all the heavy lifting.

Want to See It for Yourself?

If this got your wheels turning, I’d love to show you more. I’m hosting a live webinar on Wednesday, May 14 at 1pm ET, where I’ll walk through exactly how we’re using these principles to build real, working AI tools for Vantagepoint.

We’ll look at both out-of-the-box tools you can start using today and custom-built solutions that can save your firm serious time and effort.

If you’ve been curious about AI—but skeptical—it’s the perfect session for you.