Full Sail Partners Blog | Sarah Gonnella (7)

Now that Spring has arrived, it is an excellent time to clean-up your database. Is your data clean, consistent, and accurate? Almost everyone you talk to would answer this question with an emphatic "NO" for one reason or another. Data is always degrading in any database you review because information is constantly changing. Contacts leave companies, projects progress, and opportunities move through the sales cycle.

Data integrity impacts our ability to determine business trends, success rate, and just know who and what to pursue. Misleading queries and inaccurate reports result in making wrong decisions when data is incomplete or incorrect. With an integrated ERP system everyone can help with the clean-up, but on the other hand they can sometimes add to the mess. So what do you need to keep in mind when tackling data clean-up?

Clean your dirty data by evaluating these four areas: decision points, standardization, automated clean-up, and dedicated resources.  Let’s walk through an example and apply each of these four areas to project data.

• Step 1 –  Decision Points: It is helpful to start by doing a search criteria to help make a decision. First, determine what fields need to be cleaned-up and what fields need to be evaluated so you can narrow down the list.  Maybe we want to update the project status to determine if it should be dormant, inactive, or active. Our first criteria could be to search all projects that are active to see how many we need to evaluate. Then we need to narrow the search. Depending on what information you can search, you could do a search on when the project was opened and/or if time has been billed in the past two months.  Understanding your decision points narrows down the list and reduces the number of projects that need to be evaluated.
• Step 2 – Standardization: Sometimes during the clean-up you realize there are fields or options that are not really needed. This is a great time to establish or re-establish corporate standards and expectations. Is everyone using the same definition? In our example, are you finding employees that are using inactive instead of dormant?  Adding tool tips can provide a definition to help users know how to update the field.
• Step 3 – Automated Clean-up: Now that you have gone through the exercise of cleaning up the information. Think about how you can update the information periodically or better yet provide an alert to you or employees when they should update the information. Is there a specific timeframe that the status should be evaluated? Workflows can help keep the data accurate. By identifying a trigger, a workflow could alert someone to review the information or even update the status to dormant based on lack of activity.
• Step 4 – Dedicated Resources: As the saying goes, the information is only as good as the data on which is based. So dedicate the necessary resources to clean it up and better yet, maintain the data. Setting up a quality control schedule and setting expectations helps keep the data clean and manageable.

Does your firm have dirty data? For a fresh clean feeling, take the time to establish your firm’s process to clean it up! By following these four steps, your firm will improve data integrity.

In keeping up with CRM related forums, someone asked about the best approach to handling and maintaining their CRM system.  It started to make me think about the value of what is communicated in these forums and how much people trust advice from others they believe to be their peers. It made me wonder why people instantly trust others that may or may not have all of the background information that top consulting firms discover when providing their services.  

In this situation, I observed people giving advice as opposed to just sharing experiences.  I found it curious that contributors to the forum assumed many of the variables the person inquiring had not provided and further, the person making the inquiry hoped to find solutions without providing any background or specifics.  

No two companies are alike. Sure there are similarities, but my experience in consulting has led me to believe that if you want a true solution to your issue, you have to take the time to identify the “who”, “what”, “where”, “when”, “why”, and “how” (wwwwwh) questions and the most important question, “What do you need?”.  As the forum conversation continued the inquirer thanked people for their input, but soon added more information as the responses were not really the direction they were looking for.  This occurred to me to somewhat frustrate many of the individuals that had already offered their “advice”.  One such comment was “well if you had told me that when you asked the question.” 

So What Happened?

When we ask a question, individuals drive off of their experience and what worked for them. However, they don’t necessarily provide context of why that worked for them and include those specific reasons. This poses a huge problem to the answers they receive. Many people go directly to wanting a solution without having any true understanding of the context of their question. When the basic “wwwww” are not qualified, the inquirer runs the risk of not addressing their true needs. Even some of the top consulting firms tend to take the same approach with their clients.  In fact earlier in my career I used the phrase, “when I was in industry, what worked for us was…”. 

So why do individuals seek a solution in these forums before building context and clearly defining what they need?  Here are a few thoughts I had on why this may occur:

1)     We seek good ideas from others in the same industry

2)     We crave solutions with little challenge

3)     We need immediate answers

4)     We love FREE advice!

Just like the advice provided by contributors in a forum, consultants sometimes fall into this pitfall of providing quick advice. In order to not challenge a client, consultants may diminish the level of anxiety to both their client and themselves by giving “a solution”.  As a consultant, ready-made solutions give a sense of accomplishment.  But sometimes that solution is short-term because the question asked is out of context of the bigger issue.  Because the question was asked in a vacuum (forum), there is little room for further qualifying discovery. 

Inquiring about what others in industry are doing and or have done allows one to know others experiences.  From this may come ideas that generate further inquiry, but the inquirer should look to put this further inquiry in context of their “wwwww” questions.  The key here is to be able to have these “wwwww” questions already established and to quickly hear the advice against what you already know.  The same preparation should be part of ones working relationship with the consultant. The difference is, one can dynamically interact with a consultant and establish the context.

So an important distinction the next time one works with a consultant: if the consultant is not looking to build the context of your issue, they likely are going to only provide short-term solutions that do not fit well in the long run with your company’s needs. 

Do you have any stories to share about a consultant that applied the “wwwwwh” principals that allowed you to develop a true solution and avoid thinking short-term? Share in our comments section below. 

Every firm is looking for ways to improve workplace efficiency.  Why?  Because the results are happier employees, improved bottom line, and a streamlined work environment.  There are a number of ways to achieve this goal, but what are the top ways to increase business productivity?  Let’s take a look at 5 ways to improve workplace efficiency:

1. Visibility
   Has your firm ever been guilty of making a sales call to the same client as someone else at your firm during the same week or even worse, submitting on the same proposal? When a client calls, do you know within a couple of minutes who the last person was that worked on the job or talked to them, and if there are any previous issues that are unresolved? In order to make quick, informed decisions and have the right information at the right time, it’s important to have real-time access and accurate visibility. Firms with the ability to instantly understand over and underutilization of resources by project and employee are able to quickly re-assign resources to increase productivity. Many firms utilize an ERP system to gain a global view of their company.
   
   
2. Repeatable Process
   Another inefficiency we find are firms that don’t think about developing processes that are repeatable. Firms that take the time to think through processes, document them, and test against them avoid recreating processes and errors each time they are carried out.
   
   Two examples are the execution of a project and hiring a new employee. Both of these should have repeatable processes that everyone knows within your company. What happens when you miss an important step in either of these examples?  You lose money. By not executing the steps outlined during a project, you run the risk of overrun and a project that fails. By not following a hiring process, you run the risk of not having the same standards of candidates throughout the company, which could result in the wrong hire.
   
   
3. Measuring the Right Statistics
   I had an old co-worker that used to create as many activities in the system as they could because that is what was important to their boss. The philosophy was more calls, emails, activities resulted in more sales and opportunities. The problem with this was there were two important factors left out: the quality of the activities and the results of those efforts.  In order to affect results, you have to choose the right statistics then track the results.  Establishing the right measurable goals and expectations help employees understand the value they bring to the company. When setting up metrics for employees remember to:
• Establish goals for the company
• Work with each employee to identify how they will contribute to the success of the firm and gain agreement on those goals
• Measure them at set time periods
  
  
4. Manage Customer Expectations
   Managing customer expectations impacts your long-term relationship with a client. When your customers are happy, your firm spends less time performing tasks that could have been avoided to get the client or project back on track. However, managing those expectations can be difficult to do throughout the project delivery. One way to manage customer expectation is to check-in with the client at multiple times throughout the project. Period check-ins provide your team with the time needed to make adjustments if something is not meeting the client’s expectations. Additionally, handling a small issue is much easier then handling a client that unloads their bottled up frustrations all at once.
   
   
5. Develop Engaged Employees
   Did you know that a recent Gallup poll revealed that disengaged employees – least productive employees -- cost the US economy $370 billion every year?  In the review, three types of employees were identified: Engaged, Not Engaged, and Disengaged.  Engaged employees innovate and use their talents to build the company, while disengaged employees tear down the infrastructure by questioning and disagreeing with anything and everything.  Another set of employees are those that are not engaged. They sit back and avoid committing themselves.  It went on to show that of the US workforce, 29% is actively engaged, 55% is not engaged, and 16% is disengaged. So in essence only a third of your firm is operating at their full capacity.
   
   Each employee has different needs or desires. At times, money is important to employees. However, many employees find other things much more important in a firm: flexible work hours, recognition of talent, or an outlined career path. Ultimately firms should establish an open communication with employees and establish trust. Lack of transparency and understanding of the big picture and goals of the company leave employees wondering and concerned about the future.

The key to improve workplace efficiency is to constantly evaluate, adjust, and improve. What are your thoughts? Do you think your firm could benefit from these 5 steps? Try them and see if your overall efficiency impacts productivity and profitability.

When evaluating your professional services firm, understanding your past trends can provide valuable insight into the future.

In a recent, SMPS Technology Committee survey, only 56% of firms stated they tracked this information, which is surprising. This type of report allows you to evaluate the overall hit rate by the firm, a division, the pursuit lead, or other criteria.  You can also evaluate it by percentage or by revenue.  Knowing both provides you a different story.

Take William Apple, who has a 50% hit rate for the number of projects he has pursued.  He pursued 10 and won 5.  Ann Johnson on the other hand only has a 33% hit rate. She pursued 3 and won 1.  Seems like William is doing better, right?  However, if you evaluate them on revenue, William only has a 24% while Ann has a 73% hit rate.  Why the difference? 

Well, the one project Ann won, was a large project worth millions of dollars.  William however, won a lot of smaller projects and lost out on the bigger project. Both are important to the business.  However, if you start to see that William is constantly losing out on the large projects or maybe particular project types, this type of analysis would be valuable information that could be acted upon.

Key metrics like the Win to Loss Ratio allow a quick snap shot to determine if you need to dig deeper.  The historical progress of an opportunity sometimes provides further clues. 

• Were you realistic with your expectations?

• What stage did you lose the opportunity?

• Did you have an established relationship and effective pursuit strategy?

Is your firm able to answer these questions or are you repeating the same mistakes? Let us know how your firm learns from your success and failures and how your firm is improving your hit rate by leaving a comment. Interested in more historical trends information?

Welcome to our first Deltek Vision How-To Video Series. Today we will learn about Deltek’s Vision Info Center Help section. This video will answer some common questions asked by clients are:

1. Do you have a complete list of the fields in Vision?
2. Do you have a help guide so I can learn about the fields available?

Check out additional how-to videos by clicking here. 

It looks like the world will not come to an end! So back at it campers. Let's learn some quick tips about Deltek Vision.

As the first of our Deltek Vision Tips & Tricks Series we would love to hear if you find the information helpful. Recently I came across a question about how to know who modified a record. Of course the audit reports can provide this information, but there are two easier ways to get this information.

In every info center you can hover over the name of the record at the top of the record. It will tell you who created the record and on what date. Additionally, it will tell you who last modified the record and on what date. So in the image below for item #1, the mouse is hovering over the word Paul A. Collier in blue. If you need to know what field was modified then you would need to run an audit report.  

Additionally, you could set-up a field that displays who modified the record. This is accomplished through a workflow. First create a new character field. (Note: An employee field will not work.)  In this example it is named Modified By.  See image item #2 above. 

Then set-up a User Initiated Workflow. Choose the Application, which in this instance will be the Contacts. Click Insert on the Workflows grid. The Workflow Table will be Contact Record and the Workflow Type will be Change. This simply means every time the contact record is changed, the workflow will trigger.

Now on the Actions grid click Insert to add an action. Choose Column (Field) Change for the Actions column. Next, choose the field to update. In this case it is ContactCustomTabFields.CustModifiedBy.  Then set-up a SQL Expression. The expression is simply, a field that already exists: [:Contacts.ModUser]. Find that code and click Add Column. Then click Save. Be sure to add descriptions so you know what the workflow is related to and then Save the workflow. To test it, change something on a Contact record. You should see the users login name filter in.

Check back in 2013 for new blog entries related to Deltek Vision tips. Let us know if you learned something new by leaving a comment. Wishing you a wonderful 2013!

Anyone that knows me, knows I love music and sing karaoke.  I was learning one of Adele’s songs and listening to the lyrics: “Should I just keep chasing pavements, even if it leads nowhere?” I started thinking about the things we chase in our own life that lead nowhere. Even though this song by Adele is referring to love, it really can apply to pursuing business or ways to grow business.  Does your firm have a way to analyze if the business you chase is leading anywhere?  Better yet, do you know what efforts are paying off?  Below are things to consider when evaluating the effectiveness of your business building strategies:

Are You Chasing the Flavor?
A recent client described that each week they discuss the potential business everyone is pursuing.  However, each sequential week everyone was chasing the flavor of the week.  She had no idea what happened to the previous week’s pursuits and if anyone was even following up until she received a proposal request.  To avoid chasing the flavor and ensure your firm is following-up on all opportunities, consider these steps:

1. Document All Stages with Action Items: You don’t need a proposal to document the opportunities you are pursuing.  Even if business is in a discovery or assessment phase, documenting these efforts with actions items can remind you to follow-up. 
2. Identify Trends and Outstanding Items: Using an integrated system allows marketing and executives to track the progress of the entire company through reports to identify if there are trends or items that are outstanding.
3. Administrator and Automation: Identifying someone to administer and review your pursuits is critical to ensuring progress. Also look at ways to automate alerts to remind you when you should follow-up.
4. Win/Loss Report: It’s important to know how successful you are. Knowing the history of past pursuits can help future go/no-go decisions and improve your win rate. By developing a win/loss report and evaluating how successful you are by department, opportunity champion, and the type of project can help you make better decisions in the future.

Are You the Nurturing Type?

Many of us attend events, are a part of an organization, and are involved in business development efforts in hopes to nurture business.  However, most individuals and firms don’t know the effectiveness of their efforts.  To ensure your firm is making good use of your time, consider these steps: 

1. Network vs. Attend: Not every event you attend will result in business.  There are many reasons to network.  However, showing up to an event doesn’t equate to networking. After attending an event log who you talked with. What did you discover about the individual and what was important to them?  Think about how you might follow-up with that individual. Maybe there is a subject they are interested in, someone they want to meet, a project they are working on, or you found out something about their personal life. How can you use your knowledge or connections to follow-up?  Social media is making it easier to connect with people and stay up-to-date with their changes. Be sure to personalize your request.
2. Get Involved: If you are a member of an organization, take the plunge and be active.  Think about your audience when you chose an organization and then get involved in a committee, the board, or become a speaker. Volunteering can help you gain exposure, connect you with decision makers, and allow you to demonstrate your expertise. Joining SMPS was one of the best decisions I could have made for my company and career.
3. Return on Investment: We all tend to hear the phrase, measuring Return on Investment related to effectiveness of business efforts.  Another way to look at ROI is ask yourself, if you had to pay for the marketing or business effort out of your own money, do you think it would be worth the effort?  A great way of looking at the marketing effectiveness is to track the time you spend toward business development efforts and compare it to the business you obtained from those efforts.  When you compare the expense vs. the business you received, was it worth the effort? Sometimes efforts take months or even years to pay off. So to determine trade show ROI or events that happen on a yearly basis, allow two years to determine the effectiveness. 
4. Building Business: Most people look at clients as Existing or New.  I would challenge you to look at them as one of three categories: Prospective, Nurturing, and Maintenance. Prospective clients are those you want to do business with, maintenance clients are those you continue to do business with, while nurturing clients are those you’ve done business with or have recently received business from.  Your message and how your firm will gain business from all categories will vary. Keeping in mind that it is seven times easier to maintain an existing client than is to go out and get a new client; moving clients to the maintenance category is the goal.  So where should you spend your time and how do you know when you are effective?  First you need to define what justifies a maintenance client.  Is it the number of projects or dollar amount over a period of time?  With an integrated database system, your data can trigger when the criteria is met and send out an automated report.  This information informs “Client Champions” and executives when client business increases or decreases and provides marketing with insight for nurture campaigns.

I hope my inspiration from Adele will help your firm build business and avoid chasing pavements. Let us know what inspires you and what your firm does to ensure growth. View our webinar: Get the Most from Your Conference.

AccountingToday.com selects Full Sail Partners to join the 2012 Top VAR 100 List. Several Deltek Partners were named to the list, but Full Sail Partners was the highest ranking VAR dedicated to only Deltek products.

Each year a select group of 100 organizations are honored for their accomplishments as Value-Added Resellers (VAR). The top VARs are selected from organizations focused on sales and implementation of accounting and Enterprise Resource Planning (ERP) software. Criteria used to determine the winners include 2011 revenue, number of offices, and staff.  Full Sail Partners, offering business consulting, technology solutions, and application hosting for Deltek Vision, is honored by AccountingToday as a 2012 Top Value Added Reseller (VAR). The firm provides on-premise and cloud-based solutions for architects and engineers, energy and environmental consultants, and professional service firms across the country. Full Sail Partners' team, collectively, brings more than 200 years of experience with Deltek products. 

"We are honored to have Full Sail Partners named a 2012 VAR," stated Kevin O'Connor, President of Full Sail Partners. "We focus on the 'value-added' part of being a VAR. We embrace Deltek's SaaS solution and are finding clients like the flexibility of knowing they have the option of both a cloud and on-premise solution. The cloud is not new to our firm. For almost 5 years, we've offered firm's the ability to host their application instead of investing in IT infrastructure. Our firm continues to differentiate ourselves by providing unique technology solutions and most importantly working with them through the sales process to solve business issues," added Mr. O'Connor. 

"We are proud to have Full Sail Partners represent Deltek. The award is a well-deserved recognition. As one of Deltek's most successful Vision Partners, Full Sail Partners is a major player in Deltek's overall strategy and has a long track record of providing outstanding software solutions and client services. They have earned a reputation as industry leaders and this recognition is a reflection of their hard work." Claus Thorsgaard, Deltek Executive Vice President and General Manager, Professional Services. 

About Full Sail Partners
Full Sail Partners specializes in client-focused technology solutions for architects and engineers, energy and environmental consultants, and professional service firms across the country. Full Sail Partners offers business consulting, technology solutions, and application hosting for Deltek Vision. Partnering with more than 1000 clients nationwide, Full Sail Partners builds long-term relationships and seeks to identify the critical resources to create a faster, more efficient, and cohesive business infrastructure.

Full Sail Partners – Keep Your Business on Course. | For more on Full Sail Partners profile and background on the Full Sail Partners crew, visit us at http://www.fullsailpartners.com. 

About Deltek
Deltek (Nasdaq: PROJ) is the leading global provider of enterprise software and information solutions for professional services firms and government contractors. For decades, we have delivered actionable insight that empowers our customers to unlock their business potential. 15,000 organizations and 2 million users in over 80 countries around the world rely on Deltek to research and identify opportunities, win new business, optimize resources, streamline operations, and deliver more profitable projects. Deltek – Know more. Do more.® www.deltek.com. 

About Accounting Today
AccountingToday.com is a leading provider of online business news for the tax and accounting community, offering breaking news, in-depth features, insightful editorial analysis, and a host of web-related resources and services.

While much of the country endured 100+ temperatures, the attendees at the annual Society for Marketing Professional Services (SMPS) Build Business Conference in San Francisco experienced daily highs of 72 degrees. Although the temperatures were low, the event was burning with energy as attendee's embraced this year's theme of "Take Action".  

At the conference, Deltek announced a strategic alliance with SMPS. The partnership will include identifying best practices and trends to advance technology's role in the architectural, engineering, and construction (AEC) industry. Additionally, mySMPS added a collaborative space for Deltek Users and SMPS members to interact, ask questions, and provide feedback on improvements.

Full Sail Partners is a proud supporter of SMPS as demonstrated through active involvement of its employees and consultants. Full Sail Partners’ CRM Consultant Kevin Hebblethwaite officially took on the role of SMPS National President and announced the board’s plans for the upcoming year. A “scan” of the marketplace through a survey has been deployed to the SMPS membership. The purpose of the survey is to incorporate the feedback into the society’s long-term plans. The survey currently has a 24% response rate and is expected to continue to increase. Expected key initiatives, supported by survey responses, include marketing integration, expansion of SMPS’ education offerings, and the development of operational standards and toolkits for local chapters.

At the event, Kevin brought a chuckle to the audience as he officially announced he's "weird" and encouraged others to embody a spirit of thinking that is not limited by sticking with the norm.  Kevin explains further that “politely shaking things up a bit can often short-circuit the path to success in areas such as relationship development, process improvement and differentiation.”

Full Sail's Director of Marketing and Business Development, Sarah Gonnella, also attended the event and is entering her second year term on the SMPS National board's Technology Committee and contributes to SMPS Connection and the Marketer. At the end of August, Sarah rolls off of the SMPS Atlanta Board and joins Kevin Hebblethwaite as a Past President of the Chapter. Both are proud to be part of such a strong chapter, which received 1st place Striving for Excellence Awards for website and large chapter. “SMPS is one of the best organizations in the AEC industry. I encourage those involved in business development, marketing and strategic planning at their company to actively get involved. The organization really does advocate, educate, and connect members,” remarked Sarah Gonnella.  To find out more about the a, e, and c of SMPS view this video: http://www.youtube.com/watch?v=syHFDKAxsW4.

Scott Seal, Director of Service Development, is a new comer to the SMPS network and joins the host chapter, San Francisco.  “I’ve heard a lot of great things about the organization and I look forward to getting involved on a local level. The conference was a great way to kick-off my experience. As demonstrated by the awards, I’m excited to be associated with such a great chapter,” commented Scott Seal.   The San Francisco Chapter's President, Alethea O'Dell, was recognized as the President of the Year. Her gracious acceptance speech brought laughs and tears to the audience as she thanked her "Big, Bold, Bad A$$" board and committee members.

Full Sail Partners looks forward to “Dreaming Big” in Orlando, Florida at next year’s conference and encourages you to share your story about SMPS or your conference experience.

Did you know you can enter your time into Deltek Vision from your iPhone or iPad?  I don’t know anyone that gets excited about filling in their timesheet, but the Deltek Vision Timesheet app allows me the ability to access my timesheet no matter where I am. For users that travel or are away from the office, it allows a convenient method to update your time on the fly.  Sorry, no more excuses for those on the road.

To set up the app, I searched “Deltek” from my iPhone app.  I clicked install and obtained my server name from my IT person to sync to my Deltek Vision database. The installation was simple.  The added security of a 4-digit pin also provides secure access to the app.  There is no syncing between my desktop and my phone. The information is automatically updated in real-time.

It’s easy to add a project to my timesheet and the favorite feature allows me to keep my frequently used projects. The project did, of course, have to be active and approved for use in processing.  With the iPhone 4s, I’m able to use the voice-to-text feature to speak my timesheet comments.  A very helpful feature when your drinking your morning coffee.  

Kudos to Deltek for this free, user-friendly app.  Now I can access my timesheet anywhere, anytime.

To check out more features and compatibility requirements, visit iTunes: http://bit.ly/Ki93E6. 

Update on 10/1/12:
For firms that need to access Deltek Vision for all applications via Mac, iPad, iPhone, Android any many other devices, check out Full Sail Partners' solution:Vision Unleashed.

Update on 2/25/13:
Deltek has a newer timesheet version available for iPhone and Android users. View this page for more information: Deltek Touch.