Full Sail Partners Blog

Why NOW is the Time to Move to the Cloud

Posted by Amanda Roussel on Wed, May 13, 2020 @ 11:35 AM

Cloud computing

Leadership teams and firm owners have countless business elements to focus on and decisions to make. Some decisions are no-brainers, others are hard, and some just need to wait for the “right time.” There are often firm improvements pitched for consideration that may not make it to the priority list, or that are labeled as a luxury rather than a need. The word “value” can often determine where an initiative may fall on that labeling scale. One initiative that is proving to be a need is moving your firm’s ERP solution like Deltek Vantagepoint or Vision to the cloud. Now is the time, and it should be an easy decision. Let us identify some of the many advantages of moving your ERP solution to the cloud.

Make it Easy for Your Teams

Professional services firms have data… lots of data. Much of this data is centered around your people and projects and should be safely stored and easily accessible. With a device and an internet connection, teams can securely access their solution from anywhere. This allows for great flexibility with office, remote, and field team members. The cloud is not only flexible with location, but it is also flexible with firm size. Growth is a leading driver for many firms, and it is important that systems put in place now allow for scaling up when the time is right. The cloud offering makes it easy for teams to get their work done, providing value for the firm.

Reduce IT Burdens

Another benefit the cloud offers is removing the burden on your IT team, whether internal or external. On-premise hardware requires system maintenance and server upgrades which take time and money. Moving to the cloud, IT resources can be reallocated, and your firm will have confidence knowing that your ERP system is running on enhanced security, using updated hardware and software, and requiring zero maintenance from your IT team. You can also rest assured that a disaster recovery plan has been established and is ready to be deployed, if needed. The value of the cloud ultimately improves firm efficiency because you can now focus on what you do best, providing value to your own clients.

Fixed Costs vs Unexpected Costs

Planning for and managing expenses is a significant part of a firm’s financial health. Opting for a subscription-based fee for cloud services, firms can have confidence in budgeting a fixed cost. Otherwise, a best-guess amount would be budgeted for on-premise hardware needs. Another factor that should be considered is potential downtime. On average, downtime with a traditional IT system can be four times longer than the cloud alternative. Unexpected expenses and downtime can put an unfortunate burden on a firm. Choosing to be in the cloud ensures value with increasing reliability and reducing operating expenses.

Everyone is Invited to the Cloud

Small and large businesses alike have the same access to the cloud. The cloud can give businesses a competitive edge as they use the latest ERP solution like Deltek Vantagepoint for project management, financial management, and other streamlined processes. With proven tools accessed easily from the cloud, project managers, accounting teams, marketing groups, and executives can stay integrated and informed, no matter the firm size. The cloud does not discriminate on who gets value.

Continuity is a Necessity

Now is the time to make the move. Firms should be proactive in protecting their valuable data and seamlessly move it to a safe place. Do not wait until something goes amiss with your traditional IT system. Because cloud solutions are reached via the internet, users have greater flexibility with computer upgrades and mobile devices, too. The cloud is the leading choice for data storage because it is secure, reliable, and always available. With all these benefits, it should be an easy decision that NOW is the time to move to the cloud.

Thinking Out Cloud

Topics: Technology Solutions, Cloud, Communication

The Benefits of Being in the Cloud

Posted by Wes Renfroe on Wed, Feb 26, 2020 @ 11:30 AM

Cloud Connection

What exactly is being in the cloud? Well, being in the cloud simply means running your firm’s ERP such as Deltek Vantagepoint or Vision on a remote server. Therefore, your firm does not need to concern itself with having the IT infrastructure on premises. Furthermore, being in the cloud allows your firm to focus on the more important matters of running your successful business leaving the IT responsibilities to the professionals. Let’s check out how your firm benefits from being in the cloud.

Cloud Means Lower IT Costs

Being in the cloud, your firm doesn’t have to worry about staying up to date with hardware and software. Simply stated, there is no need to buy additional servers, Windows operating systems, or SQL licenses if your ERP system is in the cloud. As a result, IT professionals managing your ERP system in the cloud will handle all of this for you so there are no additional costs incurred.

Cloud Security is Top Notch

With cloud management, your data is safe. Cloud professionals handle automatic updates and do multiple daily backups. Malware and virus scanning are also performed regularly. Most importantly, if there is a problem, business continuity is of the utmost importance. Cloud professionals work to ensure that your data is accessible as soon as possible in a disaster situation.

Reduced Burden

Being in the cloud, your firm does not have to deal with handling the setup or deployment of your ERP solution which ensures that it does what you are expecting. Cloud professionals have experience with the product you are using or are thinking of upgrading to in the cloud. Furthermore, a testing environment can be put in place for your firm to get comfortable with the ERP it wants to use. For example, you can try Vantagepoint thoroughly before committing the company to upgrade.

All Cloud Solutions Are Not the Same

Choosing the right partner to host your ERP system in the cloud is extremely important and not all cloud solution providers can be treated equally. Therefore, picking the right cloud partner is essential to ensure your ERP system is properly taken care of by the right professionals. For instance, you want to choose a partner that specializes in the ERP system you want to have hosted in the cloud. This ensures they know the ins and outs, and all the requirements to successfully maintain your ERP system.  

The Cloud Makes Running Your Business More Efficient

Leaving your IT issues to the professionals in the cloud, you can focus on the matters that really drive firm success. Moreover, with secure 24/7 access to your data from anywhere with an internet connection, you can ensure you have what you need when you need it enabling your firm to run efficiently. If your firm does choose to upgrade your ERP from Vision to Vantagepoint, being in the cloud would make it a much easier transition for your firm.

Thinking Out Cloud

Topics: Technology Solutions, Cloud, Professional Services

Top Trends in the AEC Industry

Posted by Ryan Felkel on Wed, Mar 20, 2019 @ 02:10 PM

Cloud ComputingOut of all industries and professional disciplines, architecture, engineering and construction (AEC) leads in innovation. Not just in building design, but in how construction projects are completed. Among other efforts, the AEC industry is embracing modern technology to make projects and overall business more successful. Let’s take a look at some trends.

Moving to the Cloud

Taking your software to the cloud is becoming an extremely cheaper alternative to hosting your own software tools. Software/Desktop as a Service (SaaS/DaaS) is changing the AEC industry for the better. SaaS/DaaS gives employees the ability to access the software products they use from anywhere with an internet connection. As a result, it’s allowing firms to become more efficient and mobile.

Business development teams can retrieve important CRM information about their clients and prospects on-the-go. Project managers can update project records while they are on-site at the project. For AEC firms to stay competitive, they need to embrace SaaS/DaaS solutions to keep up with the changing times. Check out this link to learn more.

BIM Technology

Building information modeling (BIM) technology is not just for large firms anymore. It has now become economical for small firms and even the self-employed. With BIM, AEC firms can create digital models of structures…but it’s not just a 3D representation of a structure; it’s more like 6D. Whereas 3D is width, height and depth, the 4th D is time, the 5th D is cost, and the 6th D evaluates the environment and sustainability of the structure. 

Even more, it’s a shared knowledge base of project information. By using BIM, companies will be apprised of a project’s status by instant access to all project information, even emails. Want to take Deltek Vantagepoint and Vision even further with project management? Check out Deltek PIM here for more information.

Software Integrations Using the Blackbox Connector

Third party software solutions can now be integrated with Deltek Vantagepoint and Vision. Using the Blackbox Connector for Constant Contact or Mailchimp, email marketing efforts are automatically updated in Vantagepoint or Vision. Instead of relying on plain spreadsheets for company business intelligence, firm employees can easily create real-time graphical dashboards with the Informer integration for Vantagepoint or Vision. Learn more about the Blackbox Connector options for Deltek here.

Stay Ahead of the Competition

Many AEC firm leaders are hesitant to make an investment into new technology. However, evaluating current practices and exploring ways to use technology to help streamline your business processes can prove to have a true return on investment. How can Full Sail Partners help you embrace modern technology?

Reach Full Sail Partners  

Topics: Project Management, Technology Solutions, Cloud

Why Take Deltek Vision to the Cloud?

Posted by Ryan Felkel on Wed, Aug 23, 2017 @ 11:00 AM

Deltek Vision Cloud Did you know that 30% of Vision customers are in the cloud today? That is a fact, and the number is growing every day as more and more Deltek Vision clients are deciding to take their systems to the cloud. Now, what makes the Deltek Vision Cloud so attractive for so many firms?

Always Available and Reliable 

Being able to always fully utilize your Deltek Vision system is vital to run a successful business. With the Deltek Vision Cloud, you can rest assured that your firm will have access to Vision whenever needed with a 99.9% average uptime. What makes this possible? Well, Deltek has a dedicated cloud operations team. Ensuring your data is always safe in case of disaster, with a top-notch disaster recovery environment, is the number one priority.

Know Your Data is Secure in the Deltek Vision Cloud

As the leader in ERP solutions for project-based firms, Deltek knows the importance of data security to these firms. Therefore, Deltek selected Amazon Web Services (AWS) to ensure your data is protected by a leader in the data security industry. Working together, AWS maintains the physical infrastructure and security, and Deltek handles application management in the Deltek Vision Cloud. To learn more about AWS, click here.  

Access Deltek Vision from Anywhere

With the Deltek Vision Cloud, if you have a secure internet connection, you can access Deltek Vision from anywhere. This allows your mobile workforce to search data and update information while working remotely. Since Deltek makes protecting your data its top priority, you can be certain that these remote connections are secure.

Keep Up with the Latest Versions

When you use the Deltek Vision Cloud, timely updates to the latest versions of Vision are automatically done for you. As a result, you can free up valuable IT resources from having to implement the updates and hot fixes. Additionally, custom reports and other customizations are easier to maintain in the cloud environment during the update process. Deltek also allows you to determine the best upgrade window for your firm.

Consider Moving to the Deltek Vision Cloud

If your current hardware is aging or you have plans for growth, you can avoid the cost of replacing old hardware or adding new hardware by moving to the Deltek Vision Cloud. Your firm will have safe and reliable Vision access, as well as remote employees with a secure internet connection. Futhermore, you can leave the burden of Vision updates and hot fixes to the dedicated Deltek cloud operations team instead of your IT resources. The cloud is waiting for you.

Thinking Out Cloud

 

Topics: Technology Solutions, Cloud, Deltek Vision

Stop Flushing Your Valuable Resources Down the Drain with Siloed Data

Posted by Full Sail Partners on Wed, Jun 22, 2016 @ 02:00 PM

siloed_data.pngThe technology and applications that power your firm are critical to the overall mission of your organization. Unfortunately many of these applications are disconnected which causes us to end up with siloed data. So what’s the big deal? Firms that end up with siloed data spend more time flushing valuable resources (time and money) down the drain than working towards their overall business objectives! Do you really want to spend more time managing your data, than managing your clients?! Stop flushing your resources down the drain by eliminating siloed applications from your organization.

But wait, what exactly is a siloed application? Siloed applications are partitions within organizations that isolate departments, teams and even people. These applications do not communicate or share data with any other system, greatly limiting your ability to leverage the data living inside of these systems.

Are You Stuck in a Data Silo, But Don’t Even Know It?

Have you ever stopped to think about how your internal systems communicate and share data? Perhaps you’re unsure about the overall connectivity of your business systems. Read the below scenarios to see if you are suffering from siloed data.

  • Your systems are slowing you down and preventing you from making real-time decisions
  • You find yourself unsure of where critical data lives. Or even worse, you find yourself locked out of accessing data because you don’t know the right username or password
  • You are unable to track campaign/project results without checking multiple systems
  • You are representing data in multiple locations, causing the need for duplicate entry

If the above scenarios describe your firm, then you are suffering from data silos. Fortunately for you, this is a common problem and there is a solution!

How Can You Get Rid of Data Silos?

There are many ways to get rid of data silos in your professional services organization. The trick is finding the right solution that fits your corporate culture. Here are some examples of ways to break free from the grips of siloed data:

  1. Take it to the cloud. As we have written about in previous blogs, there are multiple benefits to taking your organization’s data to the cloud. The benefits are clear in strict terms of breaking your data free from restrictive silos. Mainly, once your data lives in a cloud based application or system you are now able to leverage connections to this data from all over the world. Gone are the days of being tied to a desk. Employees are doing more than ever before and they are doing it from all around the world!
  2. Centralize your data storage with a master record set. Creating a master data set will introduce a method to the madness of managing disparate data. Next time you are evaluating a new piece of software or application ask yourself how it fits in with your already established master data set. Is it worth adopting this technology if it only creates additional silos? This is something that you will need to review with all key decision makers and stakeholders.
  3. If you connect it, they will come. Unfortunately we find ourselves living in a world of highly specialized technology. There is a reason the average company has 5.5 applications per employee; in today’s highly competitive market we need access to the tools that can help differentiate us from our competition. Fortunately, integration technologies are becoming widely available.

    Once seen as an option only available for major corporations, application integrations have become common place in both the business and personal world. If you have ever hooked your Instagram account up to your Facebook account – you’ve used an integration. If you’ve ever synced your email accounts to one central mailbox – you’ve used an integration.

    Integrations allow us to get the most out of current investments, while not limiting the technology available to our business teams. In fact, many firms won’t even consider purchasing new software if it does not have integration capability.

Not Sure Where to Start?

If you are ready to start breaking free of these data silos, but don’t know where to begin, we have the webinar for you. Join Pete Nuffer as he presents Dude Where’s My Data. This webinar will review best practices focused around data integrity, including the establishment of a master record set. See how new out of the box tools can be used to promote data sharing within your organization.

Eliminate Siloed Data with Integrations

Topics: Tips, Technology Solutions, Cloud

Join the 21st Century and Get More Social with Deltek Kona

Posted by Rana Blair on Wed, May 28, 2014 @ 09:00 AM

In the last 200 years we’ve developed a variety of methods for communicating with one another.  We’ve taken the journey from individual letters delivered by horse to instant mass communication.  How can things get any more social than that? Deltek Kona, that's how!

Being ‘social’ involves more than just communicating and working together. Merriam-Webster defines social as relating to or involving activities in which people spend time talking to each other or doing enjoyable things with each other”. 

The key phrases “talking to” and “doing enjoyable things with” only seem to reference something outside of the workplace.  In the 1980s, the focus was on output and productivity.  In the decades that followed, we labored to attain the ever elusive ‘work-life balance’.  In the new millennium, we strive toward contributing fully in our work and personal lives without restrictions of time and space.  We want to enjoy ALL of our life.

get more social, deltek konaDeltek Kona, released in spring 2012, combines all that we know about working together with the best methods of communication.  It presents that blend to us allowing us to talk to each other AND do enjoyable things with each other across our work and personal lives.  Guided by the principles of confluence, immersion, accessibility, and digestibility; the innovators at Deltek Kona have found a way to leverage the best of all the communication tools developed in the past 50 centuries (not a typo: we still draw on walls to convey our thoughts) to help us interact in a more social and enjoyable way today. 

How does Deltek Kona help us get more social?

Use Deltek Kona to Create a Hometown

Kona is organized around context specific spaces or groups.  Each space is formed with a level of focus appropriate for its purpose.  There are no limits to the number of spaces an individual can belong to or the number of members in any one space.  Each space landing page is the “hometown” for the group allowing members to participate in and view interactions that are taking place.  Over time, users begin to become acquainted with each other’s concerns, thought processes, and involvements.

Enhancing Personal Interaction

Individual users may have more than one group in common across work and personal interests.  Knowing more about what you have in common with others allows you to get more social with them as individuals.  The ability to create and store one-on-one conversations with people in your Kona network allows users continuity and privacy even when time and distance are barriers to traditional communication methods.

There are times when we are having a conversation in a group but need to direct our comments to a particular person.  Deltek Kona incorporates “@mention” functionality to expand the personal contact in the context specific discussion. Nothing encourages us to communicate more than feeling like we are being listened to and understood.

Eliminating Polarization

Deltek Kona was built to be free.  Users can enhance their organizational experience with an upgraded account.  Regardless of the type of account, the experience and interaction is the same. This removes the barriers of participation across all members of the group and continues the social experience as no one is barred from participation because they must pay.  This allows us to use Kona for all sorts of purposes, from family reunions, to political organizations, to multi-firm business projects.

Deltek Kona further removes barriers by elimination of platform dependencies.  The Kona software works the same on any operating system and internet browser.  The accessibility extends to the mobile platform where users continue to get more social from wherever they are and whenever they want to. 

Increasing Personal choice

One of the favored features of the Deltek Kona product is its flexibility with the individual users’ need to digest information and connect on in his or her own time.  From the moment one opens the Kona product, it is clear which items take priority.  A user can access a conversation with 20 unviewed in-line comments and get a clear picture within minutes.  This is the first step in creating an enjoyable social experience when working with a group.

Because the Kona team recognizes that email has its merits, they’ve enabled the individual to decide how much or little Kona activity is transferred to email.  The possibilities to limit but not eliminate are almost endless for the individual user.  Being able to choose which groups to get more social with enhances the interactions that are wanted.

With much of our productivity arising from collaborative efforts conducted across vast geographic spaces, we meet and interact with more people than ever.  The Deltek Kona tool allows us to stay informed and control the inflow of information leading to a more relaxed experience.  When we remove unnecessary stressors, we naturally take time to get more social and find common ground with those around us.  Sign-up for Deltek Kona today and join the 21st Century’s answer to communicating, socializing, and getting things done.

 

Deltek Kona, Social Collaboration

 

 

 

Topics: Collaboration Software Tool, Project Management, Cloud, Kona

From Marketer to CXO, What Does CRM Mean for You?

Posted by Full Sail Partners on Thu, Apr 24, 2014 @ 08:43 AM

What does crm mean

What does CRM Mean? CRM (Customer Relationship Management) is a solution that enables your firm to cultivate relationships and gain valuable insight in to marketing efforts. An integrated CRM solution brings together data from all data sources within an organization to provide a holistic real-time view of each customer or campaign. This real-time knowledge provides your team with the metrics and data needed to make informed decisions in a quick, yet calculated manner. 

What Does CRM Mean for My Firm 

A CRM system is truly something that each member of your team can benefit from. Examples of the benefits a CRM solution provides include: 

  • Track client contact information | No need for the use of virtual cards or digging through outlook to find email signatures, a CRM allows your entire firm to store valuable customer information in one location.
  • Monitor marketing campaigns and efforts | What good are your marketing efforts if you cannot track the results? Track the effectiveness of your efforts and campaigns to help better refine your message and target audience.
  • Review past engagements | Utilize dashboards to easily track which messages, campaigns, and leads resulted in the highest wins.
  • Access customer (or lead!) information, on the go | Never get left out in the cold again! Gain access to your customer information on the go! Readily available intelligence allows your business development staff to go out and produce, and track, results.

What does CRM mean for your SMB, and how can you use it to grow stronger? The answer is simple; a CRM solution means that as your business grows, and the associated contacts and connections grow with it, you have the ability to manage a myriad of relationships across your entire firm. Clients are the lifeblood of any professional services firm, and without a proper CRM solution in place, you are essentially ignoring an open wound. So how can your firm use CRM to manage an opportunity from concept to completion? Simple: 

  • Pipeline and Cash-flow forecasting | Avoid rough patches and dry spouts by becoming intimately familiar with your pipeline of potential new business, and the value of your current projects.
  • Track progress on current sales opportunities, review historical information on past opportunities | When speaking to a client or prospect, easily log details about the conversation for later follow-up. Tracking detailed information about interactions can allow you to win future work, based on often overlooked past experiences.
  • Create milestones for each step of the project, and specify a target completion dateTasks can be created and associated with each milestone within the project, so you have more granular control of what needs to be done, by whom, when.
  • Comprehensive reporting allows deeper insight | Setup your marketing goals within your CRM and track status and progress quickly and easily.

It is important to not only track valuable customer data, but to do so in a way that promotes sharing amongst your team. Promote growth and sharing and consider taking your customer data in to the cloud with an all-in-one CRM solution that consolidates all of your information in to an easy to access system. Stop wasting valuable customer insights and information, and start impressing customers with your deep firm-wide knowledge about each relationship. 

So next time someone asks you ‘what does CRM mean’, you can tell them, “CRM means winning more work!” 

 

Deltek Vision CRM

Topics: Client Relationships, Cloud, CRM, ERP

IT Consultant, Cloud Solution, Cost Savings … Oh My!

Posted by Wes Renfroe on Wed, Apr 16, 2014 @ 02:00 PM

Cloud Solution, IT ConsultantJust like Dorothy in the Land of Oz, we are all searching for the great and powerful wizard to handle our problems, like computing.  Instead of the brave lion, the full-of-heart tin man, or the intelligent scarecrow, our companions to this all-powerful place are IT Consultants who lead us to today’s version of the Land of Oz … the Cloud Solution. 

What is a Cloud Solution?

First, let’s talk about this land that, to many people, seems amorphous and far away – the Cloud Solution for your IT problems.  The cloud is really a symbol for an ever available electronic network that relieves you of managing your IT infrastructure.  To bring it closer to earth … the cloud is really a partnership where another company manages all of your IT needs including securely storing your computer data, handling all hardware and software needs, and allowing you continuous access to your computing.  

The cloud takes the IT infrastructure burden off you

and allows you to focus your energies on what you do best.

Here’s an example … let’s say you’re a small construction engineering firm.  Your engineers can create CAD designs that are a thing of beauty.  But managing an internal network, updating software and hardware, and troubleshooting issues are just not in their skill set.  Furthermore, researching and buying all those computers and other technical devices is a massive non-revenue generating responsibility.  You need someone to take care of all this – you need a Cloud Solution that will eliminate headaches, and provide benefits: 

  • Reduce costs – managing your entire IT hardware and software structure and all labor with people whose first skill and interest is taking care of your computing.  
  • Be disaster safe – with disasters like hurricanes and wildfires, it’s nice to know that your data is housed in a facility specifically designed to protect the hardware and software from these types of occurrences.  Is your building that safe?
  • Be green – these days, we’re all trying to do our part in taking care of our planet; the less energy we use and the fewer old computers that end up in a landfill is a big part of that.  Cloud computing manages this far more effectively than many businesses are designed to do.
  • But most importantly, allow secure access to your data from anywhere, at any time on any device.  

Yes, literally.  Access.  Anywhere.  Anytime.  Anything.

What does a good IT Consultant do?

“Sounds good,” you say, “But who will get me started?”  That’s where you work with an IT Consultant from Full Sail Partners.  According to Forbes.com, “Be the Best Consultant Ever:  6 Things That Will Make You Great” (11/05/13), a successful consultant will:

  • Do exactly what they say they are going to do
  • Pay attention to details which produce error-free deliverables
  • Truly be the “expert”
  • Think critically through all possible solutions
  • Be resourceful
  • Probe effectively and listen critically

In short, a good IT Consultant is there for YOU. 

So when we pulled back those drapes and learned the great and powerful Oz is, in fact, Full Sail Partners, all fears vanished.  Full Sail offers the consulting expertise and a free webinar to further help solidify the benefits of cloud consulting.  And, luckily, there is no need to click our heels three times to find that consultant – one click of a mouse and you’re on your way.  

And, yes, you can keep the ruby red slippers … you’re welcome!

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Topics: Tips, Technology Solutions, Cloud

Why Your SMB Firm Should Consider Taking Your ERP Online

Posted by Full Sail Partners on Thu, Mar 27, 2014 @ 03:00 PM
ERP Online, Cloud

It is common nowadays for firms to have some kind of database or system in place. Unfortunately, not all firms are benefiting from an Online ERP (Enterprise Resource Planning) system. So what is meant by taking an ERP Online? This term is also known as the “cloud” because information is loaded, stored and accessible from the internet.

If your firm hasn’t evaluated taking your ERP Online, as well as, other software and systems, it is worth investigating. Gartner reported in January 2014 that 2% of firms are already on the cloud and within the next 5 years, almost half of those surveyed will be in the cloud. We are finding that SMBs are benefiting the most from the taking their ERP Online as it is keeping them competitive.

So, why are SMBs taking their ERP online or to the cloud?

Can your professional services firm ignore the advantages of the cloud? Put yourself on an even playing field with organizations much larger, and with greater resources. Engage a partner that will work with you to understand your firm, and is familiar with the ins and outs of your current setup to ensure that a proper implementation takes place.

  1. Access your data on the go! Enable your business development team to access all of the pertinent information about leads and clients through mobile applications such as Vision Navigator and Deltek Touch. This invaluable access to data will become the Swiss Army Knife of your business development team’s tool box.
     
  2. Stay current with the latest technology advancements (not only with your Cloud ERP, but with other technology include Microsoft.) Enjoy the latest and great advancements without being the guinea pig.
     
  3. Focus on what you do best and let the experts worry about IT. Utilize experts to reduce time sinks and headaches, and let your people do what they do best – their job!
     
  4. Low entry point - save money. Avoid upfront investments and eliminate the need to manage slow and outdated infrastructure.
     
  5. Compete with the big dogs. With all of the cost advantages of taking your ERP online to the cloud, your firm will gain the needed firepower to compete with larger firms and stay competitive at all stages of the project.

 

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Topics: Technology Solutions, Cloud, ERP

Deltek Kona Calendar Integration with Microsoft Outlook

Posted by Sean Keller on Thu, Jul 18, 2013 @ 09:00 AM

Deltek Kona is a cloud-based social collaboration and productivity platform that empowers individuals and groups to connect, organize and get things done together. Through the use of collaborative spaces, users have the ability to coordinate, share, and schedule events or tasks with teams and groups.

Groups that use Kona vary from companies to individuals. Companies communicate with team members, internal and external, on company initiatives, proposals submissions, and the execution of projects every day.  Individuals involved in organizations and personal groups need a way to coordinate efforts among participants.  You may find yourself in both of these circles.  No matter if you are a company or individual, each find Kona brings the conversation, tasks assignments, and files needed to a centralized space.

Most companies and individuals are already accustom to viewing their calendar in Outlook (Entourage for Mac) or Google. The good news with Kona is you can integrate the Kona web calendar into other calendar applications.  For today's example we will walk you through viewing your Kona calendar in Microsoft Outlook 2013. This allows you to see the Kona calendar along with any calendars you have setup in Outlook to provide a quick visual of all of your Kona spaces. 

Step 1

Login to http://www.Kona.com

Deltek Kona 

Step 2

Select the calendar by clicking on the Events tab

Kona Calendar 

Step 3

Click on Calendar

Deltek Kona Calendar

Step 4

Select Share this Calendar from the drop down menu

Deltek Kona Calendar, Instructions 

Step 5

Select the link displayed in the window and copy it.

Deltek Kona, Calendar Integration 

Step 6

Open outlook and switch to the calendar view. Notice the list of calendars displayed at the bottom left.

Deltek Kona, Kona, Calendar Integration 

Step 7

Right click on Other Calendars and select Add Calendar, From Internet

Deltek Kona, Kona, Calendar Integration, Internet Calendar 

Step 8

Paste the link from Kona in the New Internet Calendar Subscription box and click on OK.

Deltek Kona, Internet Calendar 

Step 9

Notice the Kona Calendar is now displayed in the bottom left

Kona, Deltek Kona, Outlook Integration 

Step 10

Multiple calendars can are displayed when additional calendars from the list are selected

Outlook Calendar Integration 

Step 11

Click on the arrow beside a calendar to combine the view.

 Kona, Outlook, Integration

Step 12

Now the Calendars and all appointments are all displayed in a single calendar view

Outlook, Kona, Single Calendar 

Making the Kona calendar viewable in Microsoft Outlook is a great way to boost productivity, social collaboration, and calendar management. You can use similar techniques to attach other Internet based calendars to Outlook as well. The attached calendar is read only and is not editable from Outlook. This is a slight draw back but the ability to see the Kona calendar without switching applications provides a quick and convenient planning in Outlook.

Interested in Kona? Contact us for a demo or to discuss how Kona can help you.

Topics: Collaboration Software Tool, Project Management, Tips, Technology Solutions, Cloud, Kona