Full Sail Partners Blog

Jennifer Renfroe

Recent Posts

The Bright Future of Deltek Vantagepoint

Posted by Jennifer Renfroe on Wed, Feb 19, 2020 @ 11:30 AM

Deltek Vantagepoint

As the life blood of project-based firms, projects must be run efficiently and effectively from start to finish. Fortunately, Deltek Vantagepoint provides the functionality to give project managers more tools to run their projects. Furthermore, Vantagepoint seamlessly integrates your firm’s business processes using an impressive feature suite bringing business development, accounting, resource planning and project management together. By empowering the different roles within firms, projects are better managed and thus more successful. Let’s check out the power of Deltek Vantagepoint.

User Convenience

Deltek Vantagepoint is user-friendly with easy to understand workflows. The browser based Vantagepoint interface offers the ultimate convenience for its users. Additionally, in 2020, there will be an add-on for Outlook. Users will be able to manage Vantagepoint activities within their Outlook calendar. Synchronizing of contact records and smart scheduling will be available to make managing projects even more convenient.

Vantagepoint Project Hub

Project managers can get access to all they need to manage their projects through the project hub in Deltek Vantagepoint. In 2020, the project hub will be expanded to include more functionality. A new interactive Gantt charting tool gives project managers the chance to view their schedules plus change them via a drag and drop option. Also, a scenario planning feature and revenue forecasting tool will be added to the project hub offerings.

Data for Informed Decision Making

In Deltek Vantagepoint, there is a dashboarding framework that ensures project-based firms have proper metrics and information for informed decision making. There will be further expansion of the dashboard to include more visual dashparts in 2020. Currently, the Vantagepoint Intelligence (VI) module is available, but later in the year there will be VI Analysis Cubes which offer pre-calculated data for analysis by anyone in the firm.

Deltek Vantagepoint is Becoming More Powerful in 2020

There will be even more improvements to Deltek Vantagepoint’s functionality throughout 2020 further powering your firm projects. The 3.0 release in late January has already provided some dashboard improvements as well as the Gantt scheduling feature. With the second release, 3.5, the new revenue forecasting tool will be available, as well as the Outlook add-on and Intelligent Character Recognition (ICR) to enhance the mobile time and expense app. Finally, the 4.0 release planned for Q4 will focus on resource planning features like scenario planning and more revenue forecasting. Are you new to Deltek and Vantagepoint? Time to learn more!

New call-to-action

Topics: Technology Solutions, Professional Services, Deltek Vantagepoint

2019 Deltek Professional Services Marketing Excellence Award Presented to Full Sail Partners

Posted by Jennifer Renfroe on Mon, Feb 17, 2020 @ 11:30 AM

2019 Deltek Professional Services Marketing Excellence Award

Full Sail Partners is very excited to have been honored with the Deltek Professional Services Marketing Excellence Award for 2019. As a Deltek Partner, Full Sail Partners continues to provide sales, implementation, consulting, support and customization services for project-oriented professional services organizations. Our mission is to help businesses integrate their processes into one singular system, better understand and retain current customers, and increase market share. We leverage multiple inbound and outbound marketing strategies to drive awareness and strive to provide valuable content for Deltek Vision and Vantagepoint users.

“We are proud to be recognized by Deltek with the 2019 Professional Services Marketing Excellence Award,” said Sarah Gonnella, Vice President of Sales and Marketing at Full Sail Partners. “Our marketing team continues to work closely with our internal Deltek experts to establish ourselves as a thought leader in the Professional Services industry and are dedicated to providing strategic solutions to extend Deltek’s already robust ERP products so clients can maximize their investments.”

Deltek is a leading provider of enterprise software solutions designed for project-based businesses, including professional services firms, to improve business performance, streamline operations and win new business. With automation of marketing, financial management, planning, tracking and administration of resources and projects, Deltek Vantagepoint and Deltek Vision uniquely integrate end-to-end business processes. Additionally, using the Blackbox Connector offering by Full Sail Partners, Vantagepoint and Vision users can connect their systems to other third-party software solutions further streamlining their business operations.

“Having strategic partners like Full Sail Partners provides us an opportunity to reach larger audiences and educate them on the benefits of our Deltek solutions,” stated Matt Strazza, Senior Vice President of Deltek Global Sales. “We value our relationship with Full Sail Partners and look forward to continuing to grow the Deltek community together!”

For more information, please email Full Sail Partners’ Marketing Communications Department. Interested in meeting the rest of the crew? Check out the link below!

Topics: Press Release

Get Ahead of the Hiring Competition

Posted by Jennifer Renfroe on Wed, Jan 29, 2020 @ 11:15 AM

Resumes

Recruiting top talent especially for project-based firms is a crucial and effectively a non-stop process. Since projects come and go, there is always the need for qualified team members to be able to jump in and handle them. So how do firms stay on top of the hiring game and get ahead of the competition? The answer lies in automating HR processes with a talent management system. Let’s check out some ways automation would benefit your firm.

Work More Efficiently

Automation with a talent management system helps both candidates and recruiters work more efficiently. Everyone has limited time, so having a fast means of scheduling interviews, matching job skills and quickly getting desired candidates on board is a necessity. Particularly when a project opens up, and a team needs to be assembled, time is of the essence. An automated talent management system handles the core HR processes for you, so everything runs much more smoothly. Additionally, good candidates that may not be available to work at that moment can be kept in a standby position which is monitored through automation.

Better Candidate Experience

Your firm’s chances of staying ahead of the hiring competition increases exponentially when job candidates are excited to work for your firm. With an improved candidate experience in the hiring process, top talent will feel confident that working for your firm is a good choice. Automated recruiting allows for communications to flow via email and follow up to occur in a timely manner. Hired candidates will also be on-boarded quickly and placed where their tracked skill sets are required. With an automated talent management system, candidates are left with a positive recruiting experience that will be shared with others that perhaps may become future employees.

Hiring More Diversely

Another plus is that recruiting automation ensures that the best talent is hired based on the needed skill sets for your firm. Human recruiting has a lot of bias and sometimes the same type of worker is hired. However, there are so many great candidates that can offer the team a wider outlook on handling projects. Whereas, automated hiring takes the bias out of the equation and only looks at the required certifications and job skills for working on projects. Studies have shown that diversity leads to a more productive workforce.

Automation is Attractive

From the perspective of both recruiters and candidates, an automated talent management system saves time and in the end money. Recruiters can connect with top talent more efficiently and talent has the opportunity to see what is offered quickly. Since projects need to be started as soon as possible and managed well, finding top talent is essential for success. Fortunately, automation is an attractive option for all parties to the hiring process and helps keep firms ahead of the hiring competition.

Talent Management

Topics: Professional Services, HR, Employees

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

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

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

Ways to Improve Office Communication

Posted by Jennifer Renfroe on Wed, Oct 09, 2019 @ 11:12 AM

Connections Employees

In the workplace, communication is vital to success. Leaders must make sure that their team knows what is happening on a constant basis and what is expected from them. Not only does communication keep everyone abreast of the goings on, it also encourages relationship building which leads to a more productive and engaged workforce. So, how can you improve your office communication to make it the most effective?

Have Open Meetings      

Having team meetings in a common, open venue is a great way to encourage communication. It is a receptive environment offering the opportunity to discuss issues that are on team member’s minds. The face to face dialogue of open team meetings allows for matters to be actively addressed and some problem solving to occur. Additionally, all team members can contribute their input which provides various points of view.

Listen and Encourage Feedback

For effective communication to happen, leaders must listen to what their team members have to say. They must keep an open mind and really hear what is being said before following up with the team. They should also encourage feedback from the team to make sure that what they are trying to convey is being accurately digested. With the give and take of all parties, communication will thrive.

Keep Humor

Another trick for improving office communication is making it light and relaxed. When dealing with subjects that can otherwise be intense, keeping humor in the conversation makes the message easier to pass along to the team. This does not mean you have to become a stand-up comedian but just insert some humor into the discussions.

Be Appreciative of Efforts

A necessity for business leaders who want to have improved communication with their teams is to show appreciation for their team efforts. When they attend a meeting and offer feedback, thank them for their time. Being respectful towards your team shows that you care, and in the end, will make them more engaged with your firm.

Update Frequently

Frequent updates are certainly required to improve communication. When communicating more boilerplate information, they can be done in one of two ways - either by email or via an internal newsletter. While emails are good for quick reminders, internal newsletters impart much larger amounts of general information to all team members.

Effective Office Communication Helps with Retention

When firm leaders use effective office communication, they are engaging their teams. Engagement is a big reason that employees choose to stay employed with a firm. So, by improving office communication, you are not only helping with productivity but ultimately staff retention as well.

Talent Management

Topics: Technology Solutions, Professional Services, Office Support, Communication

Why Clear Business Intelligence is Important for Future Success

Posted by Jennifer Renfroe on Wed, Oct 02, 2019 @ 11:35 AM

Business Intelligence

Business leaders cannot run their firms successfully if they don’t have all relevant information at their fingertips. With clear business intelligence, data can be consistently analyzed and interpreted allowing for the creation of actionable goals. KPI dashboards can also be set up by all department heads enabling them to focus on their specific needs. With all departments having the insight to work more efficiently and effectively, there will be an across the board positive impact on the firm. Let’s see how clear business intelligence can ensure firm success.

Ensuring Productivity

By tracking sales or marketing progress in business intelligence dashboards, firm leaders can keep a pulse on their staff’s efficiency. If the numbers are not meeting expectations, managers can meet with teams to recalibrate the strategies to improve them. Firms will operate successfully if inefficiencies are eliminated and sales goals are met in a timely manner. Ultimately, using business intelligence will accelerate the firm’s ROI.

Improving Customer Satisfaction

Business intelligence can be used to improve the firm’s ability to meet customer needs. It can first be used to identify the target audience or the most valuable customers. Then it can track the customer interactions making sure they are receiving the support and resources necessary for them to be satisfied. Pinpointing the proper prospects for growth and ensuring current clients are getting what they need will ensure future success.

Managing Risk

Being able to see data on a constant basis allows those in charge to identify problem areas before they become disastrous for the firm. With graphs and charts in the dashboards showing the significant data in real-time, leaders can evaluate current situations noting any red flags. Being proactive and tracking this information allows for corrective action to be taken before the matter is unmanageable.

Making Smart Decisions

Overall, it is crucial for firms to have a full understanding of the organization’s entire operation in order to make informed decisions. Whether it is to determine long term staffing for a new project or evaluate the efficiency of marketing campaigns, seeing complete data is necessary to make smart firm decisions. Business intelligence allows firms to see all aspects of the operation and make choices leading to firm success.

Blackbox Connector for Informer

Topics: Project Management, Building Business, Professional Services