Full Sail Partners Blog | Ryan Felkel (14)

Knowing how your AE firm compares to your peers is critical for evaluating the health of your business. Fortunately, regularly monitoring your firm’s performance doesn’t have to be a challenge for Deltek Vision users. In this article, we’ll take a quick look at the background of the AE Clarity study and introduce the Vision Performance Management (VPM) interactive dashboard.

What is the Deltek AE Clarity Study?

Each year, Deltek works in conjunction with the American Counsel of Engineering Companies (ACEC), ACEC Canada and the Society for Marketing Professional Services (SMPS) to gather and benchmark key performance metrics for the AE industry. The study draws from over 250,000 data points provided by 386 US and Canadian AE firms of every shape and size.

As the oldest and longest running study of its kind, Deltek AE Clarity report is the authoritative industry standard and the 37^th annual Deltek AE Clarity Study is out and available for download. This report is a comprehensive summary of performance results for 2015.  Additionally, these results include several key statistics that are easy to calculate and monitor, plus allows you to compare your firm’s performance against your industry peers.

How Can Your AE Firm Use the Results?

Having measurable insight into the key performance metrics of your firm plays a vital role in strategic planning and decision-making. The Clarity report shows a number of measurements, and all are important items to track. However, every firm should track several key measures regularly such as:

• Operating Net Profit on Net Revenue
• Utilization Rate
• Net Labor Multiplier
• Total Payroll Multiplier
• Overhead Rate
• Net Revenue per Employee

Some of these statistics can be calculated in Vision, but they are not encapsulated into one comprehensive report without extracting individual measurements into a summary table like Excel. However, the spreadsheet will need to be a manual update for ultimate presentation to firm stakeholders. Surely, there’s got to be an easier way, right?

Introducing Deltek Vision Performance Management

With Deltek VPM, these statistics incorporate easily into an interactive Vision Dashboard. As a result, executives can simply view these vital statistics on the screen and use built in filters to “slice and dice” the numbers as shown below.

But wait, there’s more! With VPM, you also have interactive graphs to monitor performance. These graphs allow users to transform rows and columns into bars and colors. VPM will also enable users to see performance using visual metrics. In other words, Vision Performance Management is more like Visual Performance Management as demonstrated below.

Start Monitoring Your AE Firm

Staying ahead of the competition requires knowing where your firm matches up in terms of these key performance indicators. Luckily, VPM allows Vision users to see where their firm stands on a regular basis.

Full Sail Partners today announced it joined the Concur Solution Provider program and can now refer clients, including those using Deltek, to Concur, the leading provider of spend management solutions and services.

This partnership expands the Full Sail Partners offering to include Concur solutions and allows Concur data to flow into Deltek Vision, helping professional services firms create a better expense reporting experience for their employees and also enable the firms to realize significant cost savings.

“We are ecstatic to introduce Concur to our clients,” said Tanya Drake, Full Sail Partners Technology Division’s Technical Consultant. “This partnership gives project-based clients the most efficient expense reporting solution ever. Our clients will experience firm-wide cost savings and eliminate mistakes and fraud with the automated controls and duplication verification. Employees will love the automatic pull of data to their expense reports, virtually eliminating manual entry of expense reports. It’s a win-win for both the firm and employees.”

Concur Travel, Expense and Invoice are the industry’s leading solutions to help businesses manage spend and gain insights that drive savings. Concur has more than 40 million users globally, and in 2015 the company processed transactions worth more than $70 billion in travel and expense spend.

Kelly Duquette, Principal Solutions Consultant at Full Sail Partners who has worked with the Concur product at a previous firm said, “We believe this is a great opportunity for the Deltek Vision community to leverage Concur to create a fast, efficient process that allows employees to spend less time on tedious tasks and more time focusing on their billable work.” 

Together, Full Sail Partners and Concur will enable HR and accounting professionals to better manage expenses and invoice processing from approval to payment posting. The expanded capabilities offered through Concur will enable professional services firms to capture paper and electronic invoices, enabling efficient, automated processing – from purchase request through payment, including 2-way and 3-way match capabilities. 

“Travel and expense is the second largest area of controllable business spend – a challenge especially significant to SMBs. With a partner-focused initiative like the Concur Solution Provider program, we can help partners like Full Sail Partners expand the value they provide SMBs while driving business growth and profitability,” said Christal Bemont, SVP and GM of SMB and National Accounts, Concur.

To receive details about this partnership and the Concur solutions offered through Full Sail Partners, please visit http://www.blackboxconnector.com.

Full Sail Partners provides technology services and solutions for more than 1,000 professional services firms nationwide. Blackbox Connector, a division of Full Sail Partners, helps bring data together with a no-code, low cost, integration solution connecting Deltek Vision users to any API-powered application within minutes. Full Sail Partners represents project-based products focused on integrating business processes by connecting front-end and back-end systems. We seek to help organizations identify the critical resources needed to create a faster, more efficient, and cohesive business infrastructure.

This year’s Deltek Insight Conference is in Washington, D.C., from November 14th to 17th. Are you still undecided about attending? If you’ve never heard of Deltek Insight, no problem! Here’s a quick rundown of the information you need to know about Deltek Insight 2016.  

Sessions with Deltek Vision Experts

Attending sessions at Deltek Insight is a great way to have that “aha” moment. Especially when you realize Deltek Vision can do more than you ever thought. Whether you are rookie user or are a Vision power user, there are sessions for you. Why should you attend sessions? Sessions are expert-led classes by peers designed to provide Vision users with continuing education so they can further harness the power of Vision.

Additionally, experts from Full Sail Partners will lead several sessions. Do you understand how to use Vision Marketing Campaigns? Join our client Karen Crilly from BG Buildingworks and our very own Graham Gardner as they review the fundamentals and best practices of Vision Marketing Campaigns. Are you curious about using Vision’s Approval Engine? Kelly Duquette will cover five critical areas you need to know before you start. Check out the whole list of Full Sail Partners led sessions here.

Network with Other Deltek Vision Users

Let’s take a minute for some self-reflection. Do you find yourself thinking about Deltek Vision when you’re not at work? Have you found yourself chatting away about Deltek Vision with people who don’t share the same amount of enthusiasm? Wish you could find others firms like yours somewhere else in the country? If you answered yes to any of these questions, Insight is the place you need to be!

Insight provides a prime environment to meet and network with Vision users from across the United States. At Insight, you can hang out with other like-minded Vision geeks to share tips and tricks, and to have a great time.

Insight Kickoff Night  

Deltek Insight will begin Monday night with a welcome reception in the expo hall. At the welcome reception, Insight attendees are able to mingle with other attendees and learn more about the planned events and projects for Insight 2016. Additionally, Deltek organizes a charity project each year for Insight. This year’s charity project will involve the assembly of toiletry kits that Operation Gratitude can include in their care packages that are sent to deployed troops, veterans, new recruits, first responders, and Wounded Warriors. You can volunteer to help during the welcome reception.

The welcome reception also provides a great place to meet with your Deltek partner. Make sure you stop by our booth in the expo hall during the reception and find out what we are doing to make Vision better!

Celebrate Insight

After several days of Deltek Vision information overload, Insight concludes with an exciting party and live concert. Celebrate Insight is on the Wednesday night of Insight and kicks-off with a variety of food and dessert stations. After you have filled yourself with all you can eat, the entertainment begins.

If you have been to previous Insight’s, it should be no surprise to you that the Deltek house band, LoCash, will be headlining the night. Before LoCash takes the stage, enjoy a jam session with the lead signers of Sugar Ray, Tonic, and Better Than Ezra. Don’t miss out on the most exciting A/E conference of the year!

Recently, Beaudin Ganze Consulting Engineers, Inc. embarked on a rebranding initiative, officially becoming BG Buildingworks. A critical element of this rebranding effort was to notify the company’s key constituents to reaffirm that the rebranding was primarily a cosmetic change, and that BG Buildingworks would maintain their personnel and technical expertise.

Hear directly from Karen Crilly, BG Buildingworks’ Director of Marketing & Client Development, about this process. See how the firm was able to overcome challenges with their contact data in time to announce the rebranding prior to their 25^th anniversary.

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For BG Buildingworks, innovative solutions are at the core of their business. BG Buildingworks provides mechanical, electrical, lighting, technology, commissioning, energy analysis and LEED consulting services for projects ranging from those in higher education to government, commercial, hospitality, healthcare and more. They are experts in REVIT modeling, employing state-of-the art technology and tools to optimize energy-efficient building systems and improve the owner’s bottom line.

Through early program definition, focused project management, expert systems design and engineering and highly experienced construction phase services, BG Buildingworks provides owners with low-risk, high-return solutions for their facilities.

Full Sail Partners, a Deltek Premier Partner, announces that Kelly Duquette has joined the firm as a Principal Solutions Consultant to assist professional services firms with improving their business processes within Deltek Vision. Kelly’s specialties include planning and supporting firms with migrating data during mergers and acquisitions; configuring and training of the Vision Purchasing and Asset Management modules; and building and implementing client solutions within the Vision Advanced Workflow Engine. This strategic hire expands Full Sail Partners’ consulting team presence on the east coast.

“I am thrilled to be in a client facing position that will allow me to assist clients with the use of Deltek Vision,” stated Kelly Duquette. “Full Sail Partners offers a wide variety of services and offerings that work to expand the product and make it a unique experience for each company. I look forward to engaging with clients so they can benefit from our entire team’s knowledge of the product.”

With a background in accounting, Kelly has more than 25 years of experience focused around Enterprise Resource Planning (ERP) system management and implementation. She holds her Master’s Degree in Business Administration and has been both a Deltek Vision user and system administrator. Prior to joining Full Sail Partners, Kelly was Vice President and Director of ERP Systems at a large Engineering/Environmental Consulting Firm, with more than 120 offices across the US and approximately 4,200 employees. With a focus on process improvement throughout her professional career, she has managed several mergers and acquisitions and led several Deltek Vision implementations and business processes initiatives.  

Kelly was the leader of the Deltek Vision Large Firm User Group and a member of the Deltek Vision Power User group. She participated in the early adopter program for the Purchasing and Asset Management modules. In November, at the Deltek Insight Conference, Kelly will be presenting on the Critical Roadmap Factors for Mergers and Acquisitions and Getting Started with Deltek Vision's Approval Engine. She will be co-presenting with Ed Zanaty for Vision Purchasing - A Project Centric Approach. In the past, she has presented at numerous user group meetings.

“Full Sail Partners jumped at the chance to bring a veteran, Deltek Vision user like Kelly on board,” said Scott Seal, Vice President of Consulting. “She has a proven track record of improving processes and creating efficiencies within the Deltek Vision system. Kelly’s extensive consulting, data migration and custom experience with professional services industry brings a wealth of knowledge to the Full Sail Partners’ consulting team and provides fluidity between the client, consultants, and the custom solutions division to ensure we are providing the right solution.”

For more information, please contact Full Sail Partners’ Marketing Communications Department. Interested in learning more about the Full Sail Partners' team? Check out our crew!

For project-based firms, the competition for new business is constantly increasing. As a result, the ability to win new business requires firms to produce powerful and convincing proposals. Here is a list of tips to improve your business proposal development process to help you increase your firm’s win rate.

1. Create a Checklist – There’s nothing worse than completing a proposal and realizing that a required form or document is missing. Start the proposal process by studying the request for proposal (RFP) and creating a list of requirements, forms and documents that have to be included when submitting the proposal.
2. Identify Areas of Focus for Subject Matter Experts (SMEs) – It’s rare for companies to employ full time SMEs dedicated solely to the proposal team. In reality, SMEs have other responsibilities within the company that relate to their expertise, and the proposal team gets a limited amount of their time. Therefore, help them so they’ll help you! Identify and assign key sections of the RFP to the appropriate SME to allow them to maximize their time dedicated to the proposal team.   
3. Have a Kickoff Meeting – This is the time to bring together all contributors for the proposal to set expectations in regards to timelines, writing assignments, and writing guidelines. During this meeting, the team should discuss the win strategy and major themes, and how the proposal will differentiate your firm from the competition.
4. Know When to Bid or No bid – Red flags, such as tight project timelines and rigid subcontractor requirements are indicators that the risks might outweigh the benefits. Additionally, red flags can present themselves at any moment in the proposal process. As a result, making the decision to no bid on an opportunity can happen during any point in the proposal development process. Learn more about the bid/no bid process here.
5. Avoid Information Overload – More information doesn’t always make a better proposal. Instead, what ends up happening is important details get lost in all the added irrelevant text. If you desire to include additional or unrequested information, provide this in the Appendix.
6. Avoid Stale Boilerplate Content – It’s likely that your company submits several proposals to the same client for different work. Additionally, certain content can become outdated and inaccurate. Use periodic reviews and rewrites of boilerplate content to keep proposals fresh and current.
7. Use Graphics – Always remember this, “a picture is worth a thousand words.”
8. Create an Executive Summary that Wins – The executive summary should tell the reader how the proposal is organized by summarizing each key section. More specifically, the summaries should show that you understand the goals and expected outcomes, and also contain an overview of your firm’s solution.
9. Keep in Touch with References – Checking in with references and saying thank you can go a long way. Let them know you appreciation their endorsement and tell them about future anticipated reference requests.
10. Deadlines are set in Stone – When creating a timeline for the proposal development process, the internal deadlines are dictated by the deadlines in the RFP. Therefore, internal deadlines should not be treated as suggestions.

Increase Proposal Process Efficiency

Is your firm struggling to win more business? Gain a competitive edge by using these tips in your business proposal development process.

Johnnie Cochran once said, “If it doesn’t fit, you must acquit!” Well the same idea is applicable to purchasing an Enterprise Resource Planning (ERP) solution for any business. Sure, QuickBooks and Microsoft Dynamics are good for certain types of business, but neither one are designed specifically to support project based businesses. To support this idea, the following infographic will serve as evidence to make the case that Deltek Vision is the best option for project-based firms.  

In this Deltek Vision How-To Video, we will demonstrate how to add custom fields to Deltek iAccess and the Touch CRM application. With Deltek Vision’s open architecture, adding custom fields is easy. While you are on-the-go, you can also access any custom field. Let us show you how.

You asked and Deltek listened. There are a number of new and exciting updates and features in Vision Version 7.6. Let’s see how Deltek Vision just got better!

Employee Expense Approval

In addition to Purchase Requisitions, Request for Price Quotes, Purchase Orders, Inventory Item Requests, Absence Requests, AP Invoice Approvals and General Ledger Budgets, Employee Expense Reports are now included in Approval Work Flows. Approval workflows are user designed for specific applications in Vision. All lines of the expense report can be set up for approval and/or just specific line items in a given report can be set up for approval. The workflow defines the approval process, approvers, allowable actions and alerts for a record.

Purchasing

Vendor Response enhancements were made in purchasing. As a result, Vision can be configured with up to 10 user-defined labels. When you are in RFQ or Purchase Requisition by line item, you can select from one of the user-defined labels and apply a response to that label.

For RFQ’s and purchase requisitions, you have the option to Show Suggested Vendors and Show Vendor Responses. The new Bid Evaluation report gives you the selected vendors for comparison purposes.

Also new in purchasing is a new Comments tab in Purchases Orders. The comments are for internal use only. Comments can be added even after the PO has been finalized and printed. These notes can be included on the Purchase Order Detail Report.

A PO column has been added to Vendor Review. Once you select a voucher, you can see the PO Number column on the Voucher Line Items grid. You can drill down on the PO number to display the PO and add notes if you choose to.

Benefit Accrual

Deltek didn’t forget about Benefit Accruals enhancements. Sick and vacation time can now be calculated on hours worked. This enhancement is in response to states that require firms to earn 1 hour of sick time for each 30 hours worked.

Billing

Deltek added a Retainer Ledger Report. This new report displays complete details associated with retainers by either project and/or by client. General options for this report can be set to display retainer amounts for specific time frames, i.e. last year, first quarter.

Invoices and the invoice backup report can now display the Labor Category description, Title, Labor Code description and timesheet detail.

AR Statements just got a little more personal. Similar to invoice templates created in the Invoice Template Editor, you can now add your firm’s logo to AR Statements. Margins can be defined for information printed in the heading and the Project Long Name can now be used.

Deltek also streamlined the Invoice Approval process. In the past, invoices submitted for approval would have to be un-submitted one invoice at a time. In version 7.6, invoices can now be un-submitted in batch.

Billing Invoices and Backup Reports are more flexible. On the Invoice and billing backup reports, the employee name can now be replaced with the Labor Category Description, Labor Code Description or Title while displaying the date and comments. These selections have been added to the Labor tab and the Billing Backup tab in Billing Terms.

Also new in Billing is a feature that allows you to show Fee Total and Add-on on the Final and Draft Invoice Backup Report. This selection is also available on the Billing Backup tab in Billing Terms.

Another useful feature in billing is the ability to show expenses in the billing backup report on draft invoices. The selection for this option has been added to the Billing Backup tab in Billing Terms.

Breakdown compensation in User Defined Revenue Methods. Currently in Deltek Vision, Direct Labor, Direct Expenses, Direct Consultant, Reimbursable Expense and Reimbursable Consultant can break out by compensation. In version 7.6, there are now fields available for the compensation breakout to be used in the User Defined Revenue Methods.

Credit Cards

In Credit Card Review, you can now see the Expense Report, Voucher and Chart of Account Number in the Credit Card Transactions grid. You can also perform a search by Expense Report and/or Voucher.

The User Defined Fields that are created in credit card configuration can also can also be displayed on the Credit Card Review, Credit Card Transactions tab and the Credit Card Statement Reconciliation, and the Credit Card Charges tab.

In version 7.6, you can now add employee paid credit cards. Charges paid by the employee can be marked as “Add to Expense Report” so that the employee will be reimbursed. Charges can also be marked as personal. Personal charges will not be included on the expense report.

There is also a new credit card mapping available in credit card configuration that will map the description of the credit card statement to the employee’s expense report.

Info Center Attachments

The Info Centers have a new tab called “Attachments”. Instead of entering a link in the Info Centers referencing the path where documents are stored, you can now load an actual image of the document. Info Center Attachments use the same technology as the Transaction Document Management feature.

Once uploaded, documents can be viewed by simply clicking on the view button on the attachments tab of the info center record.

Are You Excited about Deltek Vision 7.6?

Deltek Vision continues to improve with every new version, and with these enhancements, lives are made easier and firms are able make smarter decisions. What enhancements can help you and your firm? Contact us and let us know!

Full Sail Partners, a Deltek Premier Partner, announces that Tanya Drake has joined the firm as Technology Consultant and will manage vendor relationships for the newly formed Technology Solutions Division. In this capacity, Mrs. Drake will provide assistance to professional services firms to identify technology gaps and support IT needs. This strategic hire strengthens Full Sail Partners’ technology group to provide clients’ hardware, software and technical services to support their goals and needs outside of their Deltek Vision software.  

Throughout her career, Tanya has held several roles with various business-focused technology solution companies where she has worked with clients to identify areas of opportunity for process improvement. 

“My past experience working with vendors allows me to expand Full Sail Partners capabilities to be a one-stop shop for technology needs,” said Tanya. “Having worked with their staff in the past I knew they were the type of company that is truly in business for the right reasons. I am proud to work for a company that is passionate about helping their clients.”

Tanya has more than 15 years of collaborating with professional services firms providing them insight to navigate the decision making process from inception to implementation on technology solutions. Her vendor agnostic approach to identifying solutions for clients ensures that the best fit and most practical solutions are implemented.

“Tanya has a passion for solving problems. With her addition we are excited to offer both stand-alone technology solutions and integrated solutions to support our core services for the Deltek Vision product,” stated Wes Renfroe, Vice President of Technology Solutions Division at Full Sail Partners. “Her desire to help clients combined with her past experience working with A/E/C industry positions our firm to provide even greater flexibility and choices for our clients.”

For more information, please contact Full Sail Partners’ Marketing Communications Department. Interested in learning more about the Full Sail Partners' team? Check out our crew!