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Posts about ERP (5):

Should I migrate? 6 ERP Data Migration Considerations

Posted by Bob Kottmeier on May 20, 2013

When evaluating a CRM or ERP system, one of the considerations in the sales process should be the data migration effort required. In addition to the price of the ERP software and consulting costs, the cost of a data migration is yet another element to consider when moving from one application to another.  When asking yourself, should I migrate my existing data to my new database, consider the following six points:

  • Full Sail Partners Migration Process, Should I Migrate, Data Migration, Deltek Vision ConversionHow valuable is the data? You may assume that all of your existing data is valid and valuable, but many times the data that needs to be migrated hasn’t been updated in quite a while, and therefore may not be accurate. For financial data this is rarely the case. However, not all of the data in an application may have been maintained on a regular basis. This is especially true for CRM data. When considering whether to bring over data to the new system, consider these four questions:
    1. Is the data frequently updated and is it accurate?
    2. How often is the data accessed/needed?
    3. Do you use the data in reports?
    4. Do you need the data to make business decisions

If your answer to these questions is rarely or never, then the data is probably not worth migrating to the new system.

  • How organized is the data? In order to migrate the data to the new system, the data must be structured such that it can be extracted in an organized way from the existing system.   Additionally, some existing data that is being considered for migration may not be consistent across a given data field in a database record.  Take for example, a field that should have only numeric values in it. If in the existing system the field allows for free form entry, and some data records have text or other non-numeric values in the record, this will require further clean-up of the data in order to migrate this field of data to the new system.  So, evaluating the amount of manual clean-up required can help determine if the information is worth migrating.
      
  • How long would it take someone to manually enter the data? As the previous question alluded to, some data is best entered manually in the new system. In addition to evaluating the integrity of the data, you can determine whether to convert certain fields in a data record by evaluating the number of records that have data in the field.  If a given field only has 50 data records values, is it worth the expense to migrate it to the new system programmatically?  On the other hand, the length of time for an implementation is extended when a firm underestimates the time and effort it will take to manually enter the data. When a firm decides to pass on a data migration that is recommended by the analysis of the data, our experience has shown that the success of an implementation goes down dramatically.

  • Is a conversion utility available for my data? During the decision process of purchasing and implementing an ERP, it’s important to understand if the data migration can be done with an existing conversion utility. When an existing conversion utility is available, the cost of your data migration can be dramatically reduced.

  • What is the data migration vendor’s migration process? Make sure the vendor that is performing the data migration has a proven methodology that addresses preservation, security, and speed of migrating your business data. Take the time to talk with the vendor to understand their data migration process flow. As an example, below is Full Sail Partner’s migration methodology:
    1. Data Mapping/Assessment – Define scope, migration strategy/approach, and desired schedule. A proposal will be issued outlining the cost.
    2. Data Cleansing – During mapping, we will identify data that needs cleansing. Data will be cleaned up and structured wherever possible in the current system in preparation for migration to new system. The data migration expert will also perform data analysis on existing data, and will ask questions to determine the data quality in the existing system. Modifying source data in the existing system increases the success of automated data conversion to the new system.
    3. Test Migration – After all scripts are created and data is confirmed with the client, a test database will be provided.
    4. Migration Validation – After the delivery of the database, the client will review the data in the new system to confirm it came across the way they anticipated.
    5. Final Migration – Once the data is verified, a final migration date is set. Typically, all data is backed-up on a Friday, the data migration occurs over the weekend and the new database is ready to restore on Monday.  This reduces down time between final processing in the old system and starting processing in the new system.
    6. Post Migration – If necessary, occasional post migration data updates may be needed if data issues that were not identified by the client pre final data migration are identified by the client after the final migration.

  • How experienced is the migration expert?  Most data migrations require a mapping document. This defines the scope and ensures that the data will be imported correctly.   An experienced data migration consultant provides this mapping document as well as valuable insight on potential issues that might occur during the data migration process.  Before moving forward with a data migration, find out what the data migration expert does for the firm.   Is their primary role at the firm migrating data, or do they do many things at the firm?  Do they have experience migrating data that is similar to the data that is at your site?  A seasoned data migration expert tends to focus on data migrations almost exclusively.  Choosing the right data migration expert can help reduce clean up on the back end and will make certain the data is converted properly.    

In many cases, migrating data is a must when implementing a new system. However, in those instances that are less apparent, we hope these six tips help your firm address the question: “Should I migrate my data?”  For further articles on this topic, be sure to view our past article on how to clean-up data.

Measuring Employee Productivity and Profitability with Software

Posted by Scott Seal on May 15, 2013

PRODUCTIVITY ARTICLE2Of all the metrics that professional services firms can track, two of the most important are utilization and realization.  These are different, but related ways of measuring employee productivity and profitability. Both can be measured with a high degree of accuracy — and made visible to management — using software.

A quick jargon review

Utilization measures the hours charged to a client’s project compared to the total available hours (usually 40 hours per week). For example, if an employees’ expected work week is 40 hours and the employee achieves 35 hours of client chargeable work then their utilization rate is 87.5%.

Utilization is not necessarily within an employee’s control: for example, an employee might be working on an important internal project that can’t be billed. Because of the many variables that affect utilization, the longer the period over which it’s tracked — say, over the course of a year — the more useful it is in evaluating performance against employee and company goals.

The second metric, realization, refers to the actual revenue based on employees’ hours charged and billed to clients compared to what they should have generated from their utilization achieved. It’s a measure of their profitability, and a metric that provides valuable insight into how well a company is able to translate hours worked on projects into revenue. In a perfect world utilization and realization will be equal, but this is rarely the case.  Realization can also help in compensation and promotion reviews, staffing decisions, project and unit pricing and assessing the health of the company itself.

The impact of measuring employee productivity and profitability can be enhanced further by a commitment to Earned Value Management (EVM), a project management technique for objectively measuring project performance and progress. Together, these techniques help a firm gain a clear, objective view of employee and project performance, identify where resources are over- and under-utilized, and optimize workforce utilization and profitability.

Software solutions

There are a number of software solutions for measuring employee productivity and profitability. Some focus specifically on project and resource management, while others provide these functions as part of larger, more integrated solutions. 

For example, Deltek Vision can provide a firm with comprehensive visibility into its organization, efficient oversight of its projects and people, and efficient automation of processes. Most significantly, it allows the firm to be proactive rather than reactive in addressing resource management issues, thus increasing the probability of project success. On a more tactical level, the product’s Employee Realization feature allows a user to track and report on realization values, compare utilization vs. realization, optimize staff utilization, minimize scheduling conflict, and substantially reduce the potential for missed milestones. 

Whatever approach an organization uses in measuring employee productivity and profitability, doing so requires a sustained effort and commitment on the part of management. Handled correctly, however, the payoff is immense: instant visibility into resource commitments across an entire organization, and granular awareness of who is available (and when) with the skills needed to satisfy projects’ technical requirements.

Clean Your Dirty Data and Improve Data Integrity

Posted by Sarah Gonnella on May 07, 2013

Clean Up Dirty Data for Data Integrity, Deltek Vision, ERPNow 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.

 

Discovery How a Navigational Analysis Can Empower Your Firm. 

Are Forums Just as Good as Top Consulting Firms?

Posted by Sarah Gonnella on April 30, 2013

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.  

Top Consulting Firms, Deltek Vision, ERP, Forum AdviceIn 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. 

What Does ERP Mean - Jargon Buster

Posted by Wendy Gustafson on April 24, 2013

SaaS, ERP, CRM, LOL blah, blah, blah. Today everything seems to be reduced down to acronyms, to fit into our fast paced instant message, text, and Twitter world.  However, many times we can be left out of the story because we don’t know what they mean.  So, what does ERP mean and what are some of the common related terms? To help you decipher this business jargon, let’s discuss what it is and how it can help firms.

What does ERP meanERP – Enterprise Resource Planning is a system facilitating the flow of information between all business functions, from your Finance and Management Accounting to Project management, Client Relationship Management (CRM – see more below), Human Resources, Inventory and Purchasing. 

The benefit of an ERP is your business efficiency can improve dramatically as all your business processes are automatically synchronized.  The real-time functionality allows for upper management to react quickly to changing dynamics in the company and the economy. 

Some of the characteristics to look for in a “good” ERP solution are:

  • Operates in “Real-Time”, reflecting what is going on with your business now
  • Database that supports all applications and allows for minimal duplication of efforts
  • Consistent interface throughout the system for ease in training staff

SaaS – Software as a Service is a software model where the software and data are centrally located on the “cloud” (see below).  SaaS solutions are typically accessed via a web browser allowing access from any location.  SaaS solutions have become popular over the last several years.

Some of the benefits of a SasS model are:

  • Easier administration at the client level as all updates, and patches are handled by the provider on a timely basis
  • Management of the data back-ups
  • Subscription feel providing a lower up-front investment compared to traditional software models

CRM - Customer Relationship Management is a model for managing a company’s interactions with current and future customers.  A typical CRM system will synchronize sales, marketing, customer service and technical support (if applicable).

Some benefits of a CRM system are:

  • Identification of top clients allowing for better customer service focus
  • Increasing information sharing between employees
  • Allowing systems to track client contacts
  • Providing visibility into sales and marketing efforts

SQL – Structured Query Language is a programming language that allows access to and management of large amounts of data. The data is stored in a relational database and offers the user the ability to manipulate and view the data in various ways. Efficiency is the main benefit of a relational database as the data can be easily formatted providing ease of grouping and comparison.

Cloud refers to using the internet to access programs and data.  Operating in the cloud has some real advantages in that you can access your data anywhere at any time and the cost of maintaining local hardware and operating systems are reduced (somewhat replaced by the cost of the cloud operations).  Some concerns are ensuring data integrity and security, reliability, limited customization and latency.  Be sure to check out this whitepaper for more information about the cloud.

Project-Based ERP is an ERP system built to meet the needs of project-based industries.  Project-based industries generate most of their business via individual projects (as opposed to producing widgets).  A project-based ERP will allow managers to track the life-cycle of individual projects from the initial proposal through project close-out.  This allows management analysis of the success (or challenges) of individual efforts, apply best practices and come up with a company policies and procedures.

Open Architecture refers to the ability to add-on, customize or upgrade components of existing system software.  Software that has open architecture publishes or makes available its structure allowing for developers to access and manipulate.  In some cases this allows direct access via an OBDC (yet another acronym meaning Open Database Connectivity) connection or information sharing via an API (Application Programming Interface). 

Of course this is only a snapshot of what you hear out there. Hopefully it will serve as a starting point so you expand your research ERP.  New terms are created daily (just check any 15 year olds text messages to see) so this may be obsolete by the time it is published.  However, it does help you get a handle on the terms you have heard on the news, business reports, and around the office.  And now when someone asks you ‘What does ERP mean,’ you’ll have the answer!

5 Ways to Improve Workplace Efficiency

Posted by Sarah Gonnella on April 17, 2013

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. VisibilityImprove Workplace Efficiency to Evaluating Utilization
    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.

8 Reasons an ERP System Implementation Succeeds

Posted by Sarah Gonnella on April 10, 2013

Significant investment is required to purchase an ERP software package and so it’s important that firms go into the purchase with eyes wide-open. Many studies have been done on why an ERP system implementation fails, so what should your company know before purchasing an ERP system?  Through our own success and failures, we’d like to share with you eight (8) key areas that impact an ERP system implementation: 

  1. Executive Support – In order to get buy-in from employees on the importance of using any system or adopting any process you implement, you first MUST have executive support.  Your firm is investing a lot of time ERP System Implementationand money into this decision.  The message must come from the top.  If the executives of your firm don’t see the importance, then others will probably feel the same way.  As with any new process or change, it’s important to demonstrate a ROI and the key areas that will be improved within your company.   
  2. Establish Goals/Objectives – Make a list of the items that need to be improved within your company.  With that list, apply Pareto’s 80/20 rule to your business.  Focus on the 20% that matters and the other 80% of issues will fall into place.  What information do you need to grow your company?  What processes do you need in place to make things better, faster, and easier?  Be specific.  These goals should drive the functionality of your solution.  
  3. Invest in Training – A vital part, commonly overlooked in an implementation, is training.  Training enables and empowers your users.  Taking the “they’ll figure it out” approach is a quick way to discourage users from using the system.  Learning from experts on how to do it quicker, more efficiently, and correctly from the beginning can keep you from feeling you’ve wasted money on a system. The system doesn’t run the process; people do!  The system will only be as good as the information put into it so make sure to support the people within your firm that will help keep the process running smoothly.
  4. Choose a Champion – You’ve heard the saying about too many cooks in the kitchen, right?  Designate a consensus-building champion for the implementation.  We recommend identifying three main roles with distinct purposes: Project Coordinator (PC), Executive Sponsor (ES) and Application Administrator (AA).  The PC is involved with every phase of your firm’s implementation. This role will be involved with making key decisions and consider the global impacts of those decisions.  They are also responsible for the schedule, progress, and team communication.  The AA is an individual that develops a thorough understanding of the application throughout the implementation process, later performing the ongoing day-to-day administration, and leads the internal training effort. The ES is responsible for securing commitment from executive management, department/office management, accounting, marketing and project management and should be an individual within senior management.  They are to stay in contact with the PC and consultant to convey any expectations or concerns.
  5. Think About the Future – Make sure all areas of your company are talking to one another. Consider your growth plans, customer communications needs, and internal knowledge sharing.  Integration and streamlining processes impact profitability and obtaining/maintaining clients.  Most firms think about the finance side first; an essential part of any business since they handle the money. However, what about the side that brings in those customers or work with them on a day-to-day basis?  Is finance sharing information with them?  Integration can help breakdown the silos and build true customer interaction.  Keep in mind you don’t have to do everything at once, but make sure you think about the next steps.
  6. Gain Consensus from End Users – Gaining consensus within the company requires work upfront during the planning process.  Consider the needs of end users and how the process will impact all areas of the company.  Check back with them periodically to demonstrate solution designs to confirm you aren’t missing anything.
  7. Demonstrate Key Wins – Identify quick wins that can demonstrate progress with the system and track your results.  The goals established at the beginning should be checked periodically to ensure you are making progress.
  8. Take a Phased Approach – By taking a phased approach, the Project Coordinator isn’t burdened thinking about everything all at once.  Remember, this is a job upon a job.  On top of doing their daily duties, the implementation team is taking on a project that requires significant time and dedication.  In addition to spreading out the implementation, training should be incremental. This keeps employees from experiencing information overload.   

A successful ERP system implementation require a collaborative effort amongst your firm’s implementation team. Empower your employees and establish a good relationship with your consultant. Overall, strive to constantly evolve and improve your company in order to ensure you are ready for tomorrow’s challenges. 

Did any of these steps ring a bell during your past implementation? Do you have any suggestions to share? 

Be sure to check out other articles written by Sarah Gonnella

Going 'Green' with Vision Invoicing to Collect the 'Green' Faster!

Posted by Rick Childs on November 27, 2012

Everyone is talking about Going Green these days but like the weather, who really does anything about it?  One way to Go Green using Vision is to take advantage of Vision’s ability to email invoices to clients.  This process can save your company time and money while saving the planet!

Here’s how it works: 

  • Once you get your drafts back from the Project Managers, go into Interactive Billing and make your adjustments for held time, changes in percent complete for billing fees, writing-off expenses, etc.  Preview your invoices to make sure that each is ready to send to the client, but do not “Accept” the invoice at this point.

  • Make sure your invoice template includes images from your letterhead so that the emailed invoice will look like the one that you would mail.  Adding images to invoices is really not very difficult and is definitely worth the effort.  You can have multiple invoice templates – one for printing on letterhead, one for emailing and one for draft invoices, for example.

  • Once the invoices are ready for production, go into Batch Billing, select to print for Active Projects, select “Final Run” as the run type and set to use Billing Terms for AR, Backup, etc.  This will produce the invoices according to each project’s billing terms.  In the Invoice Template field, select your Email Invoice Template, which includes images discussed above.  Then, select to email the invoices to the Billing Contact.

Deltek Vision GO GreenTry this with a small group of invoices to start until you get the hang of it.  Then expand to include all your invoices.  This method not only saves you time and money (printing and mailing costs) in producing final invoices, but it also gets your invoice to your client sooner which can reduce your cash cycle days.


Taking Green Invoicing to the next level:

  • To personalize your invoicing, think about setting up user ID’s tied to your project managers.  This will allow you to send the invoices and have it appear to the client that the project manager is the one that sent the invoice.

  • Follow-up with the clients to ensure that delivery was successful.  Now that you have reduced the time it takes to deliver invoices, use some of that saved time to give a call to your clients to make sure that they received the invoice.  This gives you the opportunity to get some “personal time” with your client and to solidify the process

  • Add additional email addresses where clients need to have the invoice delivered to multiple recipients. 

  • Create email templates to personalize the email, give the client additional information and to save time when producing the emails.

Give Green Invoicing a try.  Save time, money and the planet!  

 Deltek Vision, Go Green, Green, Paperless Invoicing

 

Full Sail Partners and WJE Receive Deltek Project Excellence Partner Award

Posted by Full Sail Partners on November 08, 2012

Deltek, Inc. recently announced at the Deltek Insight 2012 Conference that Full Sail Partners and its client, Wiss, Janney, Elstner Associates, Inc. (WJE), have been selected for the Partner Award for Deltek’s 2012 Project Excellence Awards Program.  The Partner Award recognizes a Deltek partner, and customer, that together have delivered an exceptional Deltek solution implementation.

2012 Deltek Project Excellence Partner AwardFull Sail Partners assisted Wiss, Janney, Elstner Associates, Inc., a prominent A/E/C firm ranked on Engineering News-Record's list of the Top 500 Design Firms in America, with the implementation of Deltek Vision across its business.  Full Sail Partners built numerous workflows in Deltek Vision such as conflict checking, project initiation, billing, and project status report.  As a result, WJE realized an annual savings of about $1.8 million and a reduction in DSOs of 45 days.  The cost to purchase and implement Deltek Vision paid for itself over 30 times in just one year. 

“As the leader in solving the world’s most challenging construction-related problems, WJE works on more than 7,000 projects a year. Our project management, time, and accounting systems must not let us down,” said WJE Associate Director of Finance and Controller, Steven Schmit.  “We are honored to receive this award recognizing the partnership between WJE and Full Sail Partners, whose expert guidance and support has been so critical to the successful implementation and ongoing operation of Deltek Vision within our firm.”

Since the awards program started in 2008, Deltek has recognized some of the most innovative, market-leading companies in the world. The Project Excellence Awards program, a key component of the annual Deltek Insight User Conference, was designed to highlight and honor unique achievement among Deltek's more than 14,500 customers worldwide.  The goal of this award program is to recognize outstanding Deltek customer and partner success in improving business processes and performance, increasing profitability and winning new business.

“We are very proud to be honored with the Project Excellence Partner Award with WJE.  We loved the challenge as presented by Steve and WJE” said Kevin O’Connor, President of Full Sail Partners. “The automation created by WJE and the FSP team brought forward a game changing level of efficiency. The implementation provided increased functionality, reduction of manual processes through automation, and timelier reporting and distribution which resulted in significant time savings. WJE has been a true partner with our firm and the close integration of the work we did is a testament to both or team’s commitment to excellence.” 

 

Full Sail Partners Awarded Premier Partner Distinction from Deltek

Posted by Full Sail Partners on September 19, 2012

Deltek recognizes Full Sail Partners as a top-performing business partner.

deltek premier partner, full sail partners, deltek products

Full Sail Partners, offering business consulting, technology solutions, and application hosting for Deltek Vision, is chosen as a 2012 Deltek Premier Partner. Deltek, Inc., the leading global provider of enterprise software and information solutions for government contractors and professional services firms, offers this distinction to top-performing business partners. To achieve Premier Partner status, Full Sail Partners demonstrated continuing excellence in marketing, selling, implementing, and supporting their customers with Deltek solutions.  

“Full Sail Partners continues to differentiate itself as a true industry thought leader and serves as an advocate for hundreds of clients,” said Claus Thorsgaard, Deltek’s EVP and General Manager – Professional Services.  “Our mutual clients appreciate Full Sail Partners’ ability to leverage Deltek Vision to provide insight on product enhancements, new product releases, and feature functionality.  I would like to congratulate Kevin O’Connor and everyone at Full Sail Partners. We are pleased to recognize the accomplishments and talents of the individuals of this top performing company.”

“We at Full Sail Partners are extremely honored and proud to once again be named a Deltek Premier Partner.  I am grateful to our clients who provided us the opportunity to continue to serve them in 2012,” said Kevin P. O’Connor, President of Full Sail Partners.  “The energy and professionalism the group at Full Sail Partners consistently brings speaks to their passion for providing quality services to our clients.”

The Full Sail Partner team sees that 2012 and beyond affords many opportunities to project-based clients with the release of Deltek Vision First Essentials and a host of software enhancements.  As a Deltek Premier Partner, Full Sail Partners is committed to working with clients to help strategically plan and leverage the solutions within the Vision suite of tools.  Full Sail Partners' team, collectively, brings more than 200 years of experience with Deltek products and is excited to unveil in late third quarter of 2012 unique technology solutions to assist with business needs.

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. | For more on Deltek, visit http://www.deltek.com.

 

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