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Reduce Data Analysis Time: Exception Reporting for Exceptional Professional Services Firms

Posted by Sarah Gonnella on June 30, 2021

In the professional services industry, reporting is key. The common complaint amongst professionals is they don’t have time to analyze the data, since they need to just get the job done. Time is always of the essence, but true efficiency incorporates being proactive and taking the time to evaluate the data and determine what to pay attention to or worry about. This is where exception reporting comes into play. 

Many times, though, professionals aren’t really aware of the robust capabilities of exception reporting and how it can save firm leaders and employees valuable time. Oddly, there seems to be some disconnect about the real benefits of exception reporting to their firm’s bottom line.

Reports and Graphs

What is Exception Reporting?

Simply put, exception reporting can indicate a red flag to a business. Within the professional services industry, it is especially important to receive exception reporting related to projects and people. An exception report can be a report, alert and/or dashpart that notifies a user, department, or business about data that is outside of a defined expectation of what is typically acceptable. This notification indicates action should be taken. With an ERP or business intelligence system, exception reporting can be programmed to highlight parameters of values that appear outside of a defined criteria range. 

Why Use Exception Reporting?

With growing professional services firms, the more projects a firm wins, and the more employees hired, means managing more projects and employees. Anyone in the professional services industry knows that there is no such thing as a perfect project. Whether managing projects or employees, it’s important to know what needs closer attention and when to adjust a project or processes. With the ebb and flow of projects and availability of resources, those adjustments can come at any time. When done right, exception reporting can ensure a firm is addressing potential problems or weaknesses before they wreak havoc on the bottom line. 

What Are Examples of Exception Reporting for Professional Services Firms?

Exception reporting can be simple or more in-depth for professional services firms. Below are some examples of the most commonly used exception reports along with some that are less common, but highly effective within the professional services industry.

Identify Unsubmitted Timesheets with Ease

Having timesheets completed on time allows for timely billing and improved cash flow. Additionally, having the ability to list the staff who have worked less than expected hours for a selected time period lets managers know who to focus their efforts on and helps avoid mass emails to the entire company. Below is an example within Deltek Vantagepoint. Managers can identify which of their employees need to receive notifications or reminders and can quickly send one. Accounting and principals will also find it helpful to know which managers are underperforming. Additionally, business intelligence tools, like Entrinsik Informer, can provide insight in a visual way to alert those department managers who have the most employees slacking on their timesheet.

Deltek Vantagepoint Unsubmitted Timesheets - Floor Check

Draw Attention to Accounts Receivable (AR) at Risk

Accounts receivable “at risk” refers to the likelihood that a client or project is beyond the expected timeframe. For some firms, this may be 45 days and others may deem more than 60 days as being unacceptable. The longer the DSO (days sales outstanding) cycle, the more likely a business is offering credit to its clients. The longer the bill goes unpaid, the more likely a firm may not collect 100 percent of what is owed. Providing accounting, project managers and principals a list of “at risk” accounts allows a firm to focus just on those that are beyond the normal threshold. 

A project manager might be managing 50 projects. With an exception report, the PM can quickly see that they have 10 projects that need attention related to AR. For accounting and principals, an exception report may be one showing which project managers, principals or divisions have the most AR “at risk” to narrow down individuals or groups that need further attention.  

Entrinsik Informer At Risk AR

Resource Allocation Balancing

Another example of an exception report is one providing management information to demand the resources they need. With a resource allocation report for a project-based business, it outlines competing priorities required to execute on projects. It provides those overseeing projects the ability to determine who is over and underutilized allowing them to readjust those out of balance to maximize the effectiveness of the firm’s resources.

Deltek Vantagepoint Resource Allocation ReassignmentSpotting Projects in Trouble

A projects in trouble report is another exception report that identifies variances from the plan or project data. This type of report identifies the reason(s) a project may potentially be in trouble. The Blackbox Connector for Entrinsik Informer has an out-of-the-box BI reporting solution that can report on common reasons a project may be in trouble and includes:

  • Over budget or approaching budget
  • Low gross margin ratio percentage
  • AR is at risk or getting old
  • Percentage of time used is beyond expected days
  • Actual hours exceed budget
  • Low expected revenue
  • Project past expected completion date
  • No current activity

4 Entrinsik Informer PMs with Potential Projects In TroubleProject Feedback to Manage Expectations

Listening to feedback from clients about a project is essential to ensure project success. Projects require adjustments along the way and the best way to ensure a project is meeting client expectations is to provide a method for clients to provide quick feedback. The most effective method for professional services firms we have seen is the Client Feedback Tool by Client Savvy. This electronic feedback is quick, effective, and provides indicators when someone records a low score. As a result, an exception report alerts the team and leaders that follow-up is required, and potential mentoring of their employees is needed.

Client Feedback Tool Surveys Needing Follow-upReduce Employee Turnover with a Burnout Report

In professional services firms, a commonly used phrase is “our employees are our greatest asset.” This is true for so many reasons as they are often the primary contact with our clients. They also have the project knowledge as well as the technical skills required for project success. Having to replace an employee on a project costs time and money and can potentially result in a poor product or project delays. Ensuring that employees are maintaining a work life balance goes a long way to keeping productive staff. Providing executives and managers an exception report on identifying employees that may potentially be burnt out can help reduce turnover. In a burnout report, criteria might include employees that have:

  • Not taken PTO in the past 6 months
  • No PTO scheduled for the next 6 months
  • Consistently working more than 8 hours a day

Entrinsik Informer Employee Burnout IndicatorBeing Proactive with Exception Reporting Adds to Bottom Line

Training project managers, principals and teams on project details to look for across the board is essential. Exception reporting is a great way to quickly identify variances between what is expected and what is happening to help identify potential issues sooner. Utilizing business intelligence like exception reports offers firms the chance to proactively make adjustments and reduce data analysis time. Exception reporting can be a positive thing to help achieve better processes or avoid costly issues and should be a part of professional services firms’ operational strategies.

Key Performance Indicators

Human Capital Management Remotely – No Office Required!

Posted by Sarah Gonnella on February 10, 2021

Since the spring of 2020, many firms have had to transition to a remote only working environment. Learning to deal with this new operating style was certainly a challenge at first, but hopefully, these same firms are embracing the changes which could help to streamline the whole Human Capital Management (HCM) process. Let’s check out how HCM can be successfully done remotely with no office required based on our own experience at Full Sail Partners.

Human Capital Management

Pre-Hire

First off is the interview process which can still be done face to face, just virtually. Searching for talent is different when you work remotely. The location of potential new hires doesn’t really matter. It is more about skillsets and the fit of the person with the company.

You will also want to ask different types of questions about working from home such as questions towards working autonomously and communication skills. You need to see signs of motivation and the ability to self-motivate with any candidates you interview. Some key questions are “Why would you want to work from home?” and “Can you handle IT issues on your own?”, “Do you have internet?”, and “Do you have a quiet place to work from”. These types of questions will help you determine whether a particular candidate can handle a remote only position.

Onboarding

Once you’ve found the talent that seems to fit your remote work environment and the offer letter has been accepted, it is time to prepare for this new hire. Working remotely, a very important place to start is with the IT aspect. Having a standard online checklist of items that IT should prepare for is super helpful. Deltek Collaboration and Microsoft Teams are great solutions that allow you to copy a template that includes a list of standard tasks or assignments. Don’t reinvent the wheel each time you have a new hire. Everyone needs a computer and login info for different types of software. Send that info ahead of time so new hires can be ready day one to start learning more about the company. Also be sure new employees are provided with contacts within the company that can be approached for different needs. Working remotely puts the onus on the new hire to seek out the answers, but they should have a list of resources.

Another significant way to start on good footing remotely involves setting goals. These goals will have details about expectations to accomplish. The goals should focus on steps that are required to be successful. We find establishing 45-day, 3-month, 6-month, and 9-month goals can ensure the employee knows exactly their priorities and allows them to proceed forward with confidence. A supervisor should meet with the employee at the end of each of these time increments to discuss where they are in meeting their goals and determine if further mentoring or training is required.

Retention

Full Sail Partners Team Fun Meeting CallNow that you have the right people for remote work up to speed, think about ways to engage employees and offer professional development. Since you can’t just walk down the hall to see what is happening, you have to trust them and their desire to perform their duties. Continuous feedback and performance discussions are key. It is a good idea to check in to see how things are going in frequent intervals.

Finally, day to day is different in the remote world with no monthly team lunches or birthday cake. However, time can be taken to meet virtually over Zoom, have phone conversations or even text. Just recently, Full Sail Partners had a virtual happy hour to get the gang together with a little bingo time. Being comfortable in a new position at the outset also promotes retention. New hires can learn about the roles of the various company positions through shadowing them. Once employees have shadowed certain firm members, they can then take the lead knowing that there is a built-in safety net still shadowing them. Offering professional development opportunities and trainings is another means to ensure retention. There are plenty of online resources available.

Learn More From Full Sail Partners' Sarah Gonnella

Sarah is interviewed by another Full Sail Partners' Crew Member about the onboarding process at our firm. Watch the video below.

Remote Going Forward?

Full Sail Partners has been a virtual company for more than two decades and has proven that HCM can be done remotely with success. For those firms who have seen the benefits of working remotely, there may not be a return to the way before. Let Full Sail Partners’ experience guide you going forward. If your firm is interested in learning more about remote working, feel free to reach out to an employee to learn more about their experience.

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Deltek Vantagepoint – A New Era for Project-based Professional Services Firms

Posted by Sarah Gonnella on December 30, 2020

As 2020 draws closer to the end, we reflect on the past and think about the future. A two-decade era of Deltek Vision is winding down. As a result, we are encouraging firms to make the move to Vantagepoint when it's right for them. Additionally, Deltek will continue to support Vision beyond 2023, with no end of life yet determined by Deltek. Its legacy will continue under a new name - Deltek Vantagepoint. Just like Vision, Vantagepoint will continue to help your people manage your projects from start to finish, but with a reimagined, intuitive interface focused on efficiency. Throughout 2020, our firm has communicated with more than 250 firms about their plans to upgrade from Vision to Vantagepoint. In 2021, we look forward to continuing the conversation with many more firms and demonstrating why Deltek Vantagepoint is the gold standard for project-based firms.

Deltek Vantagepoint-2

Available Resources at Your Fingertips

As the Deltek Vision product continues to evolve to Deltek Vantagepoint, clients are looking for answers and clarification on how the change will impact them. The foundation of this new solution is based on Vision with enhanced features and capabilities that users should be aware of before they upgrade. Full Sail Partners has dedicated two years to providing firms with resources to help answer questions and simplify the upgrade process. If you are just starting this journey, be sure to review these resources:

In 2021, we plan to continue educating firms about the latest features as new versions are released. Be sure to sign-up for two webinars focused on the latest release of version 3.5. Both of these webinars will be an hour long and experts will be available to answer your questions.

Preparing for Success

For firms that are ready to jump into 2021 with a plan in hand, we recommend checking out our webinar Preparing for a Successful Move from Vision to Vantagepoint and our Vantagepoint Transition Services to learn more about our 3-step process. Full Sail Partners is helping firms navigate through the upgrade process to deliver a smoother result. Our process reveals the “sins” over the years that might need to be addressed and helps answer the questions of where to start. We have dedicated resources ready to help you outline a plan, train your staff on new features, and make the process more efficient.

Bringing Everything and Everyone Together

Deltek Vantagepoint is designed for the needs of everyone throughout the project lifecycle. The solution was built specifically for professional services firms to improve productivity, boost collaboration, and increase profitability. Suffice to say it was purpose-built with people and projects in mind, bringing all critical business processes into one unified platform. Deltek Vantagepoint brings value to all roles within your firm:

The Future is Deltek Vantagepoint

We understand there are other products that your firm may consider, but we suspect none of them will match the superior levels of project intelligence, management and collaboration needed to grow your business. In 2021, we look forward to helping existing and new project-based businesses better understand the power of Deltek Vantagepoint. Wherever you may be in your Deltek journey, let Full Sail Partners help you navigate your way!

Vantagepoint Transition Services Webinar

The Value of Vantagepoint for Executives

Posted by Sarah Gonnella on November 04, 2020

Vantagepoint Value  for Executives

As an Executive, we carry a lot on our minds and plates these days to ensure our companies are running smoothly. Unifying our teams and simplifying our business processes is a key challenge all executives are looking to resolve. When searching for tools to help staff, it is important to find systems that will grow with your business. This is why thousands of firms rely on Deltek products. For professional services firms, executives are turning to Deltek Vantagepoint to track growth, performance, and profits throughout the project lifecycle. Let’s explore the value of Vantagepoint for executives.

Creating Value for Your Team

Deltek Vantagepoint provides 360-degree visibility into your projects to drive business success. Creating value is not done magically. It requires thinking about the end users’ experience and understanding their business. With Deltek Vantagepoint, much of that work has been done for you. Deltek Vantagepoint was designed by thinking about how each person within your firm will interact within their role and creating efficiency around their interaction with the solution.

Some of the key benefits important to executives include:  

  • Sharing mission-critical data easily across your team while eliminating roadblocks and redundancies
  • Creating a collaborative systematic business process to ensure teams are able to quickly share information across the company
  • Visibility into your team resources company-wide to determine how best to avoid missed milestones
  • Driving home accountability to help maximize productivity and improve efficiency
  • Streamlining cash flow management by capturing timely expenses and captured billable hours with targeted alerts and accurate invoices
  • Simplifying and protecting work in the cloud with a secure, sophisticated infrastructure

Perfect Fit for All Sizes of Project-Based Firms

Deltek Vantagepoint is perfect for project-based firms of all sizes. Interestingly, the majority of firms Full Sail Partners serves are under 50 employees (57%) which coincides with the typical size of project-based firms across the United States. So, as your firm continues to grow, the solution should grow with you. What is most important is choosing a solution that fits your staff’s needs and provides leaders the information necessary to make business decisions about your firm’s growth plans. For firms that have more complex needs, the solution also includes robust features like multi-currency, multi-company, multi-language capabilities and much more that can be enabled.

Modern, Intuitive and User Friendly

Vantagepoint is an intuitive, powerful solution that puts your people and projects at the center of your business. It is designed to help you manage the entire project lifecycle better than before. One of the focal points when the solution was created was to ensure the interface was modern, intuitive and user friendly. It is purpose-built to allow firms to access the solution from any device or browser. As Deltek looks to add new features, they include finding ways for users to utilize the solution more easily. Here are a handful of the cool, modern features within Deltek Vantagepoint:

  • Role-based Dashboards – Quickly access pre-built dashboards designed specifically for the different roles which users are involved in within the company.
  • Intelligent Character Recognition (ICR) – Provides users the ability to translate text from handwritten or typed format back into the solution. For example, taking a picture of a receipt and auto filling an expense report.
  • Outlook Add-in – Proactively manage client relationships from within Outlook and synchronize data between both solutions.
  • Calendar Synchronization – Synchronize your personal calendar to easily create touchpoints and timesheet entries.
  • Hey Deltek – Use a personal assistant to help locate, open or create new records.

Built for All Users

In addition to providing executives an at-a-glance look at the health of their business, Vantagepoint is also focused on each role within the firm down to individual employees. The solution was designed with the needs of every employee in mind which ultimately helps executives manage the company. The role Vantagepoint plays in other roles will be discussed in future blogs. Suffice it to say that Deltek Vantagepoint can do it all.

Bringing Everything and Everyone Together

Not only does the solution encourage a collaborative environment, but it brings all your firm’s critical business processes into one unified platform to ensure executives get value from their investment. All employees from project managers to finance to marketing and business development can benefit using Deltek Vantagepoint. Be sure to check out our entire Deltek Vantagepoint mini-series to see how the product can help your employees and firm.

Deltek Vantagepoint Visuals

The 41st Annual A&E Deltek Clarity Report: Business Development Trends

Posted by Sarah Gonnella on September 09, 2020

Deltek Clarity 41st

“The only constant in life is change.” In the business development world, truer words have never been spoken. The 41st Annual A&E Deltek Clarity Report was conducted at the beginning of 2020 and shows how companies performed during the 2019 fiscal year. Since then, much has changed in the world. The United States is officially in a recession - defined as two consecutive quarters of negative economic growth. Recessions in the A&E industry have proven to be a high-pressure exercise in change management. So, what can we learn from the Clarity report and also from previous recessions in the A&E industry?

Business Development Trend Challenges

The Clarity report showed that challenges from a few years ago remain the same. Time is always a challenge, especially finding time to nurture client relationships. Competition for work continues to get tighter and many firms still struggle to identify new prospects. The A&E industry is overall accustomed to in-person interactions. That dynamic has changed drastically in 2020, requiring firms to identify new ways to develop connections and build relationships.

Getting into Position

Firms that participated in the study were asked to share in which markets they expect their firm’s position to grow, tread, or decline. Over the next 18 months, the transportation market takes the lead at 67% of firms expecting to grow there. Next up is the water/wastewater/stormwater market, followed by the health care market. Firms can remain flexible and be ready for a market shift given the election year and the global pandemic. Market research is always important, and now proves this notion even more.

Tracking the Hit Rate

The Clarity report shows that there’s room for improvement in how firms can use hit rate as a valuable metric. The six-year trend has varied from a 40% - 50% hit rate. Recently, more small and medium-sized firms have formalized a go/no go process, but consistency may be the biggest challenge. Formalizing the system can streamline processes, dedicate resources effectively, and drive the hit rate up. Firms should push business development teams to focus on quality of pursuits, rather than quantity. This is even more important when resources are limited to avoid burnout.

Bringing in the Work

As seen in the 41st Annual Deltek Clarity report, most roles within a firm have some level of responsibility for business development. Executive teams take the lead on the responsibility along with business development staff if that is an option. Marketing groups seem to lead some efforts and the seller/doer model is common in A&E firms. Regardless of who is bringing in the business, only 41% of firms have a formal business development process. Streamlined processes could ensure teams are working efficiently and communicating effectively.

As part of broader marketing efforts, the study asked about marketing techniques for the first time. The survey showed social media posts are the primary marketing technique used by 87% of firms. Traditional trade shows and exhibits are a primary technique for 65% of firms. From there, thought leadership and content marketing are of importance as this showcases the industry experts. This will be a good one to track year after year to see where the trends take us. The survey also asked about the importance of these techniques over the next five years. Social media remains at the top, followed by thought leadership. Trade shows and exhibits surprisingly bump down to the number four spot. In today’s marketing, focusing on your online presence is even more critical.

The Outlook for Business Development

Change brings opportunities. Now more than ever, business development teams should concentrate on strategic planning to narrow in on how to refocus existing business opportunities and develop new business prospects. Firms focused on being flexible and adaptable will continue to flourish in our ever-changing world.

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Technology Tips and Tricks to Help Your Kids with Digital Learning Series: Presentations in Google Slides

Posted by Sarah Gonnella on August 26, 2020

Google Slides

Many students started the new school year with digital learning. As parents navigate the most efficient way to support their children during the school day, we have launched a digital learning series to help both parents and students. Follow along for technology tips and tricks as families adapt to this new environment. This addition to our series features Google Slides. 

Creating Presentations in Google Slides

Many students across various grade levels are tasked with creating presentations as part of their assignments. There are several programs to choose from, but two of the more popular ones are Microsoft PowerPoint and Google Slides. Google Slides is gaining popularity within school systems. Check out this video to learn about time savers, such as master slides, as well as some tips that can improve the presentation creation experience.

 

Get Prepared for Digital Learning

We hope you found this vlog in our series helpful. Templates and shortcuts can make better use of time when creating Google Slides and PowerPoint presentations. Therefore, this automation can be beneficial for both students and parents. If you have a technology topic you would like to see covered in the digital learning series, let us know.

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Technology Tips and Tricks to Help Your Kids with Digital Learning Series: Keyboard Shortcuts

Posted by Sarah Gonnella on July 29, 2020

Keyboard shortcuts

Across the US, many parents have elected for their kids to do schooling at home, while others are only given the option of digital learning. Since working from a computer is not something many adults and kids are prepared to do, we decided to help out by starting a blog series on technology tips and tricks to adapt to this new environment. Our firm has been working remotely for more than two decades and the hope is that this series provides value to kids and adults alike. Please note that all of the tools mentioned in this first blog are geared towards a PC and Windows applications.

Must Know Keyboard Shortcuts

  1. Create Browser Shortcuts – First things first. Create a bookmark for the applications that need to be accessed daily by navigating to the page you want to save and click Ctrl+D or click the “Star” next to the website address. Name the bookmark with a clear title. Now you have a quick link to access, so you don’t have to remember where to go each morning. 
  2. Copy, Cut & Paste – Some of the most commonly used keyboard shortcuts are copy, cut and paste. They can save tons of typing time. To copy text, highlight the text and press the Ctrl+C buttons simultaneously. To paste the text, put your cursor where you want the text to go and press the Ctrl+V buttons simultaneously. To cut text, highlight the text you want to remove and press the Ctrl+X keys simultaneously. Pro trick: If you want to remove the style and paste as plain text, add the Shift button: Ctrl+Alt+V.
  3. Select All, Undo & Redo – If you want to highlight an entire section of text, use the keyboard shortcut Ctrl+A and it will highlight the entire section of text. This is commonly used in combination with cutting or copying text. If you want to undo an action, press the Ctrl+Z to quickly reverse the previous action. This is commonly used when you accidentally remove text you want back or apply a style that you no longer want. If you would like to redo an action, press the Ctrl+Y keys. This is commonly used to apply a style again or insert an action you just did like a new column or row. These tricks can help you save mouse clicks.
  4. Minimize All Windows – If you quickly want to view the desktop and minimize all windows, you can click on the Windows button + D. This is a helpful trick to minimize it all. Another quick way to minimize is to go to the bottom right hand on the task bar. To the far right there is a bar next to the time. When you click on it, all windows will minimize.
  5. Moving Between Programs – When your work requires multiple applications to be open, it can sometimes be difficult to minimize and reopen the right application. One easy way to find your document or application is to use the Alt+Tab key. It will open all of your applications and allow you to tab over to the one you want with ease. Pro Tip: Add Shift to move to the previous tab (Alt+Shift+Tab).
  6. Finding Information – Many times it is difficult to find the information you are wanting on a page. As long as the page is not an image, you can search for words on a webpage, pdf, etc. by clicking Ctrl+F. Then type in the word you are searching.
  7. Revisit a Browser Tab That Was Accidentally Closed– If you accidentally closed out of a browser tab, there is a simple keyboard shortcut that can quickly bring it back open. Simply click Ctrl+Shift+T.
  8. Format Painter – The format painter applies all attributions. Think of it as copying and pasting for formatting styles. Highlight the text, row, column, or graphic you want to apply to another object and click on the Format Painter icon under the Clipboard. From there, highlight the object you would like to apply the format to. Pro Tip: You can also click Ctrl+Shift+C to copy all formatting and Ctrl+Shift+V to apply the formatting.
  9. Screenshot – To take a screenshot of the entire screen, click the Ctrl+PrtSc. If you only want to take a screenshot of the application or dialogue box that is up, click on that application or dialogue box and click the Alt+PrtSc. Chromebook Tip: Many schools are providing Chromebooks. It is important to note the instructions are different. Here is an article for Chromebook users: https://www.theverge.com/2020/1/14/21065295/chromebook-screenshots-how-to-take-keyboard-keys.
  10. Screen Freeze – Many times when your computer is not responding, one program is causing an issue. A keyboard shortcut that all users should learn about is Ctrl+Shift+Esc. Many of you may have used Ctrl+Alt+Delete in the past and it still works, but Ctrl+Shift+Esc is a quicker way to pull up the Task Manager and see what programs are using CPU memory or which programs are not responding. Once you determine which program, you can close just that program down.
  11. Dictation Tool - It isn’t a keyboard shortcut, but this button is a life saver for kids that don’t know how to type and struggle with spelling. In each Office product, there is a Dictation tool. An important reminder is to make sure they go back and re-read what they wrote. It might be good to have an adult review before an assignment is submitted, too.

Get Prepared for Digital Learning

We hope you found the first blog in our series helpful. Understanding keyboard shortcuts helps expedite the learning process and makes it easier to execute homework and assignments for both students and parents. If you have a technology topic you would like to see covered to help the digital learning process, let us know.

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Key Reasons to Attend Our Virtual Deltek CRM Bootcamp

Posted by Sarah Gonnella on June 24, 2020

Virtual CRM bootcamp

Last year, we conducted multiple CRM workshops throughout the US. We received such great feedback that we wanted to do it again. This year we are offering a virtual experience and it will be a "bootcamp" to get your CRM into shape. This bootcamp is focused on helping your firm discover how to better utilize your Deltek Vision CRM system. If you are considering attending but aren’t sure if the bootcamp is right for you, here are some key reasons to attend.

  • Native State of CRM - Many attendees remarked that it was great to see what Deltek looked like before their firm customized it. Many of our attendees did not realize how much their system had been changed by past employees. That insight provided them a baseline of what changes had been made allowing them to rethink some of the custom fields previously added. Now is the perfect time to understand the original form of your system and reevaluate processes prior to upgrading to Deltek Vantagepoint.
  • Hands-On - Although delivered in a virtual format, each session will be hands-on and interactive. Users will be given access to a Deltek Vision CRM database to follow along with the presenter during each session. Each bootcamp series is limited to only 20 people to allow for maximum participation and engagement. Each attendee will learn how to better utilize and configure a Deltek Vision CRM system and set-up useful reporting metrics for agile decision making. 
  • Expand Your Thinking For best results, firm attendees would include someone who is leading the CRM strategy and someone who is responsible for implementing the strategy. Although this bootcamp focuses on the fundamentals, it also will teach how to define strategies that will help you better recognize and manage client, contact, and partner touchpoints. The best CRM system works in combination with accounting.
  • Adequate Time for Questions – With this year’s workshop split into four two-hour sessions, attendees will have even more time to play with their sample database and come back with questions. The workshop was already designed to allow plenty of time for this. With the new format, we anticipate even more in-depth and insightful discussions and questions.

What Did Past Attendees Think?

2019 workshop survey results from CFT

Following the 2019 workshop series, 56.5% of attendees responded to a request for their feedback. Of those that responded, ALL felt the workshop met or exceeded their expectations. Accuracy, Responsiveness, and Schedule received the highest response rate. Each of them received an average of 6.3, which means the workshop exceeded expectations, based on the Client Feedback response rate. Attendees were asked these questions:

  1. How clearly and accurately was the information presented?
  2. How well did the agenda, pace and length of the presentation align with the time allotted for it?
  3. How well did we respond to questions brought up in the presentation?

Here are some comments from some attendees:

"Lindsay is an excellent presenter and her ability to relate the BD/Marketing aspect to the accounting and overall business functions was invaluable." - Siobhan Turner, Marketing Director at Bentley Architects & Engineers, Inc.

"Lindsay was patient and clear in all her explanations. Very happy I took the day and attended the course. It really made me see the total potential of the software and our next steps." - Alfred Lurigados, Sr. Vice President, BCC Engineering, Inc.

"The workshop was complete with easy-to-follow slides and thorough explanations.The presentation met my objectives. I set out to get a better understanding of CRM and how it fits into the rest of Vision and this presentation did that. Lindsay is a great presenter and I felt I took some things away from the workshop that I did not previously know."  - Karl Lundmark, Database Administrator at Gas Transmission Systems, Inc. (GTS)

Bonus Bootcamp Workbook

All participants will receive a workbook used to not only implement what they learned at the bootcamp but also enhance their use of Deltek Vision CRM. This workbook includes: 1. Discussion Starters; 2. CRM Readiness Checklist; 3. Best Practices Tips; 4. Top 10 CRM Tips & Tricks; and 5. Preparing for Vantagepoint.

Be sure to visit our website to sign up for our virtual CRM bootcamp. It is definitely worth the small registration fee. Hope to “see” you there!

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Top Reasons Professional Services Firms Should Leverage Deltek Talent’s Learning Management System (LMS)

Posted by Sarah Gonnella on June 17, 2020

Learning Management System

As a professional services firm, your business exists because of the knowledge and expertise of your employees. Staying competitive requires these employees to keep up with the changing times and current industry practices. A learning management system (LMS) can set your professional services firm up for success by providing your employees training content related to their positions. However, one of the challenges with an LMS is finding or creating the relevant content. With Deltek Talent and RedVector joining forces, your firm can now leverage pre-built ample content. Let’s see the reasons why your firm should consider utilizing Deltek Talent’s Learning Management System.

Comprehensive Training Library

To start off with, Deltek Talent teamed up with RedVector which provides a comprehensive training library including courses in project management, safety, industry codes and standards, leadership development and much more. The online library contains approximately 4,000 courses authored by more than 200 subject matter experts and accredited by 100 national and state bodies. This extensive offering eliminates the need for your firm to have to create content on the fly. Here is a complete list in the AEC course catalog

Access Training Anywhere

Another key issue impacting employee learning is the time commitment. Many professional services firms require their employees to be flexible with their time and those employees often have to be other places during the workday besides at their desks. Conveniently, Deltek Talent is a cloud solution accessible from anywhere with internet access. Users can access content on-the-go from any device allowing employees to learn when it’s convenient for them.

Training Content in One Location

One of the main advantages of having RedVector aligned with Deltek Talent is that professional services firms have content from day one. Furthermore, firms can add additional instructor-led, online, and external courses allowing users to access courses in one location. It is easy for users to document what courses they have completed so managers have visibility into their employees’ development progress. With Deltek Talent’s LMS, there won’t be any problems with finding the appropriate content for employee enrichment.

Improve Performance & Retention

Professional services firms save a lot of time and money when their employees grow with the company and stay long term. Within Deltek Talent Learning, RedVector provides an assessment tool that helps determine the competency level of employees, new hires, or students and generates an individual training curriculum based on deficiencies in the assessment results. Thus, providing impactful learning opportunities that improves employee performance, reduces turnover and puts employees in the driver’s seat of their own careers. 

Reduce Risk

Finally, for highly regulated industries, managers need to track required training and certifications which can be done with Deltek Learning Management. Additionally, RedVector provides more than 500+ courses that address the most hazardous situations professional services firms face. Employees will learn how to recognize and prevent at-risk conditions or behavior before they lead to an incident. Having the correct employee certifications and providing safety awareness helps reduce employee and company risk. Here is a list of RedVector’s health, safety and environment library collection.

Fuel Prosperity

Deltek Talent and RedVector combined focus on providing professional services firms with skills training, continuing education, and performance support to reduce risk and promote employee success. When firms help their employees perform better and grow in their careers, they not only retain the best employees but make certain they are engaged which leads to a prosperous outcome for all.

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Know the Real Facts About Upgrading from Deltek Vision to Deltek Vantagepoint: Dispelling the Misconceptions

Posted by Sarah Gonnella on November 13, 2019

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As a Deltek representative, we have heard all kinds of misconceptions about Deltek Vantagepoint. Despite our monthly newsletters, webinar series, and continued communication, we are still speaking to firms that are confused or have been advised incorrect information about transitioning from Vision to Vantagepoint. Most are honest mistakes conveyed by all kinds of people. However, many of these "untruths" are coming from competitors spreading incorrect rumors so they can take advantage of your firm and convince you to leave Deltek.

We need your help! Please send this blog to everyone at your firm. Share it with user groups you are involved with and other firms you know use Deltek Vision. Below are the real facts about upgrading from Deltek Vision to Deltek Vantagepoint. Please help us to dispel the misconceptions.

What is Deltek Vantagepoint?

  • Deltek's reimagined flagship project-based solution for architects, engineers, and other professional services businesses.
  • Designed to help you manage the entire project lifecycle better than before.
  • This new solution is the culmination of the acceleration to iAccess and is based on feedback from our customers over the past 10 years.
  • An intuitive, powerful solution that puts your people and projects at the center of your business so you can be more efficient, productive and profitable.

For executives or employees wanting to view the upcoming changes, we recommend checking out this webinar: Deltek Vantagepoint - The Best All In One Package. The webinar reviews the top 10 new features of Deltek Vantagepoint, how to access the Readiness Portal and provides guidance on next steps.

Dispelling the Misconceptions about Deltek Vantagepoint

Q: Is Deltek Vantagepoint a new product?

A: It is a continuation of the Vision product. Think Vision 10!

Q: Will our firm need to repurchase to move to Deltek Vantagepoint?

A: No! As long as you are current on maintenance.

Q: How long will Deltek Vision continue to be supported?

A: Through at least 2022. We want to emphasize the "at least" part.

Q: In order to get Deltek Vantagepoint do I have to move to the cloud?

A: No! However, it might make sense so reach out to your account manager if you are interested.

Q: Will Deltek Vantagepoint be available on-premise?

A: Yes!

Q: Will Deltek Vantagepoint require me to migrate my data?

A: No! Your data will move over. There are some considerations if you have repurposed any info centers.  

Q: Will all of my user defined fields and user defined info centers move over?

A:  Yes!

Q: Will Vantagepoint contain the exact functionality as Vision 7.6?

A: No. The product is being reimagined and improved. There are certain areas that will not move forward. Please see that section below.

Q: Can my firm request to upgrade to Deltek Vantagepoint and move next week?

A: We do not recommend that. There are considerations that need to be made. We highly recommend reviewing the checklist on the Readiness Portal and viewing our webinar series first.

What Are My Options on Getting a Vantagepoint Test Environment?

For firms that are seeking to obtain a Vantagepoint test environment, the answer to this question depends on your current deployment method. Below are the options:

  • We are hosted by Deltek Cloud: If your firm is on the Deltek cloud, submit a case to Deltek letting them know you would like to have a test environment set-up for Vantagepoint. This does require further steps that Deltek will convey to you.
  • We are hosted by Full Sail Partners: If your firm is hosted by Full Sail Partners, your Primary Contact should have received an email on Wednesday, September 18th outlining when test environment requests can be made and how long those test environments will be made available. If you did not receive the email, email hosting.
  • We are hosted by an external hosting provider: If your firm is hosted by an external hosting provider, request that your provider set-up a test environment. If they have not set-up a Vantagepoint environment before, then we recommend you reach out to Full Sail Partners or your partner of record. It might make sense to consider moving to Deltek's cloud, hosting permanently with Full Sail Partners, or utilizing Full Sail Partners' transition hosting service. Contact us if you are interested in any of these options.
  • We manage our own environment: If your firm manages your own environment, request that your IT staff provide you a test environment. If they have not set-up an environment before, then we recommend you reach out to Full Sail Partners or your partner of record. It might make sense to consider moving to Deltek's cloud, hosting permanently with Full Sail Partners, or utilizing Full Sail Partners' transition hosting service. Our IT Consultants can also provide consulting services to assist your IT staff. Contact us if you are interested in any of these options.

Keep in mind, the upgrade to Deltek Vantagepoint requires a new install and has new installment requirements. For on-premise clients, please check out our past webinar: Is Your Firm Technically Prepared for Deltek Vantagepoint.

Who Do I Contact?

If your firm is seeking assistance with upgrading to Vantagepoint, our team is here to help. Check out our Vantagepoint Upgrade Review and Recommendation Program. Additionally, here are other resources to know.    

  • If you need any help accessing the portal, please e-mail DeltekUniversity (at) Deltek.com.
  • If you have any questions about the content in the portal, please e-mail Vantagepoint (at) Deltek.com.
  • If you have any questions about your preview or live Deltek software, please contact Deltek Customer Care https://deltek.custhelp.com/.
  • If you need assistance with your upgrade, contact us or your partner of record.

Deltek Vantagepoint Resources

Make sure to check out our webinar series about preparing for the upgrade to Deltek Vantagepoint. In this series, our team of consultants cover a variety of topics such as technical requirements, resource planning and project management, new CRM functions, and the improved accounting interface. This webinar series page also includes demonstrations of Deltek Vantagepoint. If you prefer to read about the enhancements, check out all the articles we have posted about the enhancements Vantagepoint offers to firms that upgrade from Vision!

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