Full Sail Partners' VP of Sales and Marketing, Sarah Gonnella, spoke with Cathy Cushing, Office Manager; Malcolm Whyte, Executive Vice President; and Saul Macias, Vice President of Professional Services from SharedHR to discuss the human resources consulting services they provide to small- to medium-sized business and how having a project-based ERP system is critical to their success. 

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SharedHR is an experienced management consulting and human resource services firm. They believe the essence of an organization’s success rests with attracting, developing, and retaining the right talent. SharedHR takes the time to learn about your company and its culture in order to provide customized, service-orient- ed support to foster your success. SharedHR can supplement your payroll, benefits, and HR team or fully outsource your HR function. The SharedHR methodology streamlines your administrative processes using our cloud-based HR platform. Their approach offers flexible solutions to match the needs of your small to mid-sized business. They pair each client with a dedicated and experienced associate who offers access to the combined knowledge and resources of our entire knowledge base and senior team. SharedHR leverages paperless, cloud-based technology to integrate and optimize your HR and administrative processes so you can focus on high-value business priorities. 

 

Deltek Vision CRM is uniquely designed for scalability within your organization. Whether you are a novice user, or a tenured pro, Deltek Vision CRM is designed to allow you quick and easy access to the relationship data that will separate your firm from the rest of the pack! However, regardless of the capabilities of the software, the success of your firm’s rollout is affected heavily by your past experiences with services management platforms, the firm’s overall culture and philosophies of client management, and your users’ level of buy-in. Maximizing the value that the system brings to your firm requires careful planning and strong commitments to the implementation. 

Initially, you really need to have your act together regarding the overall objectives for improving the firm’s information management. It requires a core group of people to roll up their sleeves and connect the dots between business process and software tools. Once you have these important objectives defined, you can move forward with tailoring the system to support them.

In this discussion, we’ll focus on the following basic elements of handling critical information: collection, accessibility, management and lifecycle.

Collection

One of the most important, and obvious, things we must do with any successful information system is, oddly enough, collect information. When you consider all the data in your miscellaneous spreadsheets, business card piles, Outlook shared folders and “head knowledge” that you DON’T currently have in Vision, the task can be a little overwhelming. Develop capture processes that are efficient, consistent, and make the best use of the people resources you have available. Find any way possible to help unify your team around the belief that Vision is the firm’s single source of truth for the information it’s designed to collect.

Accessibility

It regularly boggles my mind that some users of an information tool as powerful as Deltek Vision take ten minutes or more to get logged in. There are plenty of reasons – I forgot my ID/password, lost the shortcut, can’t remember the URL, have to be at the office for it to work, and so on. Make Vision more accessible by:

• Creating Start Menu or Desktop shortcuts with Vision’s URL
• Using the Microsoft Office Desktop Integration utility (included with Deltek Vision CRM license
• Getting mobile with Touch CRM – Vision contact information literally at your fingertips!

As you gather tips and tricks from your power users, build internal training content and SHARE them. Do whatever you can to make “hard to get in” an unacceptable excuse for staying OUT of Vision. 

Management

Once you’ve paved the path into Vision, teach users how to quickly navigate, find what they’re looking for, and simplify the presentation of information that’s most critical. Mastering the art of searching in Vision is VERY important. The good news is that once you’ve figured it out, you can leverage the skill in any area. Remember that Standard Searches lookup records based on Vision’s basic individual fields. Advanced Searches allow you to construct multi-layered “AND/OR” parameters, search based on custom fields AND (Boolean pun intended) search across info centers! Help your users practice stating their searches out loud before building them in Vision. For those searches you seem to do over again every other week, set them up as Global Favorites. This will make your efforts to find all projects in the states of Idaho, Montana, and North Dakota, for which William Apple was Principal-in-Charge, the fee was greater than $100,000, and whose Long Name started with the letter Z, much more efficient. 

After creating a team of Search Gurus around your office, you can then help each become “Master of His/Her Dashboard.” Again, state out loud what lists, reports, or resources would be awesome to have available each time you log-in to Vision. Figure out which of these items can be displayed on Vision’s dashboard (unique to each Vision user account), choose some cool border colors, and off you go! 

Lifecycle

Typing information over again that already exists in a database is for people who have too much time on their hands. Once you have created a Lead named Bob Smith, who works for XYZ Company, which will soon build a New Headquarters Expansion, located in Nashville, Tennessee, wouldn’t you like Vision to simply pass this information forward through your phases of identifying, pursuing, winning and delivering the project? If so, your next “back to basics” move is to help your firm use Vision’s “Create From…” functionality. Vision can take data you already have and use it in new records in the following ways:

• Lead > “Convert” to Contact/Client/Opportunity
• Promotional and Regular Projects “Created from” < Opportunities
• Project Plans “Created from” < OpportunProject Plans “Created from” < Existing Promotional and Regular Projects
• Promotional and Regular Projects “Created from” < Project Plans

Before you go cross-eyed figuring out all this movement, understand that you need to first identify and sketch out your firm’s project lifecycle before effectively using Vision’s “Create From…” functionality. Think about the following questions:

• When do we want a prospective project to be "on the list" or counted in the sales forecast?
• When do we want to start tracking time and expense directly associated with a pursuit?
• When do we need to start planning and allocating staff resources to a likely project win?

Your answers will help determine points in your cycle where Vision can take much of the information already collected and continue using it in subsequent stages. This feature can be an incredible bridge-builder for interdepartmental relationships amongst the marketing, business development, accounting, and operations areas of your firm. 

It’s never too late to get Back to the Basics in your Deltek Vision CRM system. Remember that the system should support the successful business processes you’ve determined work best for your firm, not vice versa. Whether you’ve just been asked to join an internal discussion that started with “I think we need to get one of those CRM things,” or you’re a Deltek Vision CRM veteran looking to step it up a notch, revisit some of these concepts and help your firm ride into the sunset toward a more informed future.
 

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Deltek Vision CRM is uniquely designed for scalability within your organization. Whether you are a novice user, or a tenured pro, Deltek Vision CRM is designed to allow you quick and easy access to the relationship data that will separate your firm from the rest of the pack! However, regardless of the capabilities of the software, the success of your firm’s rollout is affected heavily by your past experiences with services management platforms, the firm’s overall culture and philosophies of client management, and your users’ level of buy-in. Maximizing the value that the system brings to your firm requires careful planning and strong commitments to the implementation.

Marketing is tough. Marketers are expected to be jacks of all trades:  Brand manager, technology expert,social butterfly and head collaborator. Yet at the end of the day marketing is often a thankless job. However, the fruits of our labors are often six degrees of separation removed from our actual efforts. We do not directly sell and there is no physical doo-dad at the end of the day that we can point to in order to justify our existence. Enter the world of ‘marketing analytics.’

What the heck are marketing analytics? Marketing analytics are the lifeblood of your efforts. You spend countless hours working on integrated marketing content – blogs, newsletters, infographics, proposals and much more! Yet at the end of the day can you honestly claim to understand the impact of these efforts? Marketing analytics are not only the indicators of our successes but the learning blocks of our mistakes.

Don’t fool yourself! Know what marketing analytics are worth tracking.

Like many things in life, we can often get caught focusing too much on the nice-pretty red herring rather than digging deep and identifying what truly matters. Metrics are no different! Marketers often get caught looking at superficial statistics rather than focusing in on metrics strengthen our business case. To better understand what kind of metrics you should focus on let’s identify the two main data types:

Vanity Metrics | these metrics often look good – and make you feel good – at first glance. Unfortunately, vanity metrics focus on pumping up our ego – not our business. I often equate these metrics to a high school popularity contest: All that matters is how many people sign my yearbook. But don’t be fooled, these metrics are not your friends. So what are some examples of these metrics?

• Total website visits
• Page views
• Number of subscribers or followers

As you can see, these metrics look good at first. But do they actually provide actionable data that allows you to drive your business case forward? The ambiguity of these analytics leaves your marketing efforts reactive rather than proactive.

Action Metrics | meaningful metrics are the bread and butter of your efforts. To be able to leverage marketing analytics to improve your marketing campaigns you must be able to understand the customer behavior represented by these metrics. Using the above high school analogy, these action metrics are representative of the number of people that invite you to their party. These metrics do not only want to know you – they want to hang out with you! Examples include:

• Site behaviors – what are people actually viewing and consuming on your website
• Who is converting; is there a common buyer persona?
• Customer acquisition costs

These metrics actually mean something to your business. They are not only indicative of your efforts, but reflective of your results.

How do we track marketing analytics?

So now that we understand what we want to track we must figure out how to track our desired marketing analytics. Luckily for you, there are hundreds of tools out there. Highlighted below are examples of each type of tool you will want to add to your marketing arsenal.

Content Management System (CMS) | a content management system will allow you to seamlessly optimize all of your integrated marketing efforts within your website. Gone are the days of fumbling with html and css codes. While in the day-to-day trenches of marketing you need the ability to quickly and easily access the living data regarding your marketing campaigns – and this is precisely what a CMS allows you to do.

Examples of CMS include:

• Act-On
• Hubspot
• Marketo

Whatever CMS you decide is right for you, make sure that it integrated with all of your other business systems and processes to provide you with maximum visibility.

Web Analytics Platform | integrating your website with a Web analytics platform is essential for taking the step from analytics-shmoe to analytics-pro. Yes, you already get analytics from your CMS. However, think of a CMS as fast food and a full Web analytics platform as a five-course meal. Your Web analytics platform is your go-to asset when you need the full meat and potatoes of reporting.

Examples of Web analytics platforms include:

• Google analytics
• Mixpanel
• Webtrends

Understanding a full Web analytics platform can be intimidating. Luckily you can often find free training. For example, Google offers a free analytics certification course that you can complete at your own leisure!

Customer Relationship Management (CRM) System | what good are all of these marketing analytics if you can’t actually do anything with them? A CRM system will allow you to better understand your leads, holistically track your marketing campaigns and most importantly provide you with the tools needed to build meaningful relationships. Our CRM recommendation for professional services firms is Deltek Vision.

Go forth and spread your analytical marketing wings!

Gone are the days where you fear that your marketing efforts will be glossed over. You now have the tools and knowledge needed to go out and make something of your marketing campaigns! We hope that you take this new found knowledge and prove your resolve by becoming an analytical marketing guru!
 

 

Have you ever thought about all the information a firm collects on a daily basis? Think about it, every department is collecting information all the time. More importantly, information collected impacts your firm’s strategy and directly correlates to how successful you are at winning and retaining business. So what should your firm be doing with all of this information? The following five concepts answer this question and are the future of marketing for professional services firms. 

1.    Multiple Marketer Personality (MMP) – I disagree with the philosophy that being a jack of all trades is a bad thing. In today's world of marketing, your career depends on the fact that you must juggle multiple tasks at one time and that you can quickly grasp concepts that you may know nothing about. This complex role of the marketer requires us to have a disease called Multiple Marketer Personality (MMP).

How can you tell if you have MMP? One way to tell is your role requires you to understand, decipher and extract data. One of our past articles talks more about this specific requirement that identifies someone who is equally passionate about marketing and savvy with technology to become the Marketing Technologist. Other key symptoms indicative of MMP are understanding how HR, finance and operations impact marketing. Understanding strength and weakness of employee talents, how communication occurs between client and employee, and the ROI of marketing are critical to establishing a firm’s growth plan. A marketing strategy becomes a pipe dream, instead of a realistic strategy, without a good grasp of these areas.

2.    ‘Necessity is the Mother of Invention’ Says Your iPhone – Mobile is no longer what will happen, it is happening. Having mobile access will no longer be a nice to have, but a necessity. We actually collect and share an infinite amount of information on mobile devices and the cloud is changing the way we conduct business. Can you submit expense receipts or document a new opportunity with a client in real-time on your phone? More and more of our life is on a mobile device and computers are not always available. If your firm is not able to access information on-the-go, you will fall behind your competition. To learn more about mobile CRM, read “Mobile CRM: A Day in the Life of a Business Developer.”

3.    Fusion of Data Tools – What do you get when you have visibility into your entire organization? Inquiring professional service minds would wish to know. Marketing data is so spread out between Client Relationship Management (CRM) systems, website forms, email systems, accounting systems, project management system, etc. that having one place to report is nearly impossible. Moving into the future, firms need to make a conscious effort to connect these autonomous information systems. Marketing automation + ERP integration is the future. Marketing automation tools connect inbound marketing, outbound marketing emails, social scheduling, SEO and lead nurturing. Where ERP connects all business functions, from your Finance, Management Accounting, Project Management, Client Relationship Management (CRM), Human Resources, Inventory and Purchasing. Each can be very powerful alone, but together they become a powerhouse.

4.    Gathering Feedback that Impact Your Client – 65% of a company's business is from existing customers. This means that a happy client equals future revenue, but do you really know what your clients think of your firm? You should and you can. Client feedback tools are changing the way professional services firms manage their clients. Other industries have called them, Voice of the Customer (VOC), Client Experience Management (CEM), and Enterprise Feedback Management (EFM). But professional services firms have different needs and research has found that only 5% of them utilize a customer/client feedback system. Firms no longer have to wait until the end of a project to know that their client is unsatisfied. With client feedback tools, quick two-minute surveys are sent to clients during the life-cycle of the project. This allows your firm to proactively manage your client's expectations by knowing what makes the client happy and also identify things they would like to see changed. As addressed in this blog, “Using Project Feedback to Increase Profitability,” feedback is the key to stopping profitability loss during a project. 

5.    Sharing Firm Knowledge with Social Collaboration Tools – Are you working with a team and still sending out group emails? Stop! Social media changed how we communicate in our private life and it has changed how we communicate in business. Business collaboration tools are designed to ensure that teams work more effectively. No longer do you need to send a group email and worry that you left someone off. Business collaboration tools allow team members to share project related information on one site. They can also be integrated with other business tools, such as ERP and CRM systems, and Outlook. Since business collaboration tools are designed to be user-friendly, they are easy to implement and people are more likely use them. Additionally, business collaboration tools are not just for internal communication, but can also be shared with the client. Interested in how your firm can start utilizing social collaboration, this blog further highlighting the “5 Key Reasons Why Business Collaboration Tools are the Future.”
 
The future of marketing for professional services firms is based on the way we collect, share and use information. Is your firm taking the right steps to get ahead of the competition? Connect with us to discuss more about the future of your firm. 
 
*photo credit: http://www.business2community.com/  

 

Full Sail Partners, a Client Feedback Tool and Deltek Premier Partner, has been recognized by Deltek as a member of the Million Dollar Club. Additionally, Deltek has selected Full Sail Partners as a 2015 Premier Partner. Deltek Premier Partners provide sales, implementation, consulting, support and customization services for project-oriented Professional Services organizations and are required to meet and maintain a number of standards with respect to sales and marketing goals.

Deltek Vision is a leading enterprise software solution designed for project-based professional services firms to improve business performance, streamline operations and win new business. Deltek Vision uniquely integrates end-to-end business processes by automating the marketing, financial management, planning, tracking and administration of resources and projects.

“We are proud to be recognized by Deltek as a valued partner,” said Sarah Gonnella, VP of Marketing and Sales from Full Sail Partners. “Our success is a result of listening and developing a detailed understanding of our clients’ current and future needs and keeping their best interest first. Our dedicated team is focused on providing creative solutions, to extend Deltek Vision’s already robust ERP solution, to maximize our client’s investment.”

In 2015 Full Sail Partners will continue to partner with Deltek and the Client Feedback Tool to help businesses integrate their process in to one singular system, better understand and retain current customers, increase market share, and differentiate through targeted relevant and consistent conversations across systems and channels.

“Full Sail Partners successfully demonstrated its excellence in marketing, selling, implementing and supporting Deltek Vision, helping its customers successfully grow and manage their businesses with the Deltek solution,” said Andy Christenson, Deltek’s Senior Director of Global Alliances. “It is our great pleasure to have Full Sail Partners as a 2015 Deltek Premier Partner.”

 

As a virtual employee I often have a computer within arm’s reach. The need to access Deltek Vision on a mobile device has largely been non-existent for my work situation. However, recently I attended back-to-back conferences and I quickly found myself behind on my timesheets and desperately needing to submit an expense report. So one afternoon, as traffic died down while manning a tradeshow booth, I decided to install the Deltek Touch Time and Expense app on my phone.

The following blog outlines my thoughts and experiences using the app!

Deltek Touch Time and Expense:  What’s All the Buzz About?

This app is really easy to use! No seriously, it is. The clean smooth detailed design of the user experience shines through immediately. I quickly found myself navigating the menus and feeling a sense of insight regarding where I stood on past, present, and current timesheets and expense reports.

Expense reports have never been less of a hassle. I typically experience a lot of anxiety when it comes to doing expense reports. The idea of managing multiple, high value, expenses can be stressful to say the least. For me, Deltek’s Touch Time and Expense app took the stress out. I was able to quickly take a photo of my receipts with my smart phone, attach them to my expense report in Touch T&E, and voila – expense complete!

After long stints out of the office timesheets are no longer something I dread. Nothing sucks worse than being out of the office for days at a time. Oh wait – you know what sucks more? Trying to figure out how to bill all that time that you spent out of the office!

Managing my time on-site at these conferences with Deltek Touch Time and Expense could not have been easier. During down times I found myself quickly plugging my time in to Vision from my mobile device. No more sticky notes or emails to myself with logs of my time. This process was so easy that I now find myself using the application to log my day-to- day time after work while watching TV with my wife.

Like any application on a mobile device, Wi-Fi helps! The conference I was at had so many people using their phones that the 4G networks were basically useless. I quickly found a Wi-Fi hotspot and connected up and noticed a considerable increase in performance. Stay aware of the environment you are in and the technology you have available and make the most out of it!

This Deltek Touch Time and Expense App is Pretty Cool!

Overall I was extremely impressed with this application. The ability to instantly access my timesheets and expense reports on a mobile device was a life saver!  I’d encourage you to try the app out for yourself and let me know what you think.

Ready to start using the app? Watch this Deltek Touch Time and Expense Application tutorial and start doing more with your Vision system from a mobile device:

Have a cool story about how Deltek Touch Time and Expense has saved you time or frustrations? Respond to this blog and share your stories!

The digital age has revolutionized every aspect of our lives. If you want to know something, simply search for the answer on the internet. Email and social media are now prevalent ways to communicate, and are becoming increasingly effective marketing channels. This revolution has changed how we conduct business. More importantly, the way we market our business evolves daily and has created a new role called the marketing technologist. 

The Impact of More Data

A Forrester Research study found that 96% of CMOs surveyed agreed that the pace of change in technology and marketing will continue to accelerate. As a result, firms cannot rely on mass marketing techniques that provide little return on investment. A wealth of information about your prospects and their level of interest is readily available with the right tools and knowledge. This modern marketing world is becoming more strategic and performance-driven. So with the rise of performance-driven marketing, marketing decisions are based on extremely accurate data. This new era of marketing has given birth to a new breed of marketing professionals known as marketing technologist.

What is Required of a Marketing Technologist?

A marketing technologist is a unique individual that is characterized as analytic and creative. They have a background that is a blend between information technology and marketing. Furthermore, a marketing technologist is the secret to staying ahead the technology curve and your competition. They know how to analyze the data collected from marketing campaigns to gain a deeper understanding of your customers. In fact, they can use this data to determine the level of interest of a potential lead to create a nurturing campaign that guides the lead through the business development process. In addition to creating content and evaluating campaign performance, marketing technologist are tech savvy and understand how new marketing technologies work. This increased ability to collect accurate data in near real-time is the direct result of the digital age and the advent of new technologies.

Why the Growing Demand of the Marketing Technologist

The marketing technology software industry is booming. International Data Corporation (IDC) recently reported that organizations worldwide will spend over $130 billion on software over the next five years for marketing departments alone. Today, having a website and a few social media accounts is the norm for business. Now there is a never ending sea of content management and marketing automation platforms that allows for all types of new creative ways to engage customers. More importantly, these platforms can be integrated with internal CRM solutions to increase marketing effectiveness by:

• Enabling lead nurturing before the sales team gets involved in the sales process.
• Gathering data about potential leads by tracking their web activities, browsing habits, and responses to marketing efforts.
• Prioritizing leads by scoring them based on their recorded activities and recognizing when a lead is ready to be engaged by the sales team.

As more technologies enter the marketplace, the demand for marketing technologist will grow.

The Future of the Marketing Technologist

Even though SHRM, the leading organization for human resources professionals, does not recognize “Marketing Technologist” as a job title, there are job postings on employment websites with similar job descriptions across the country. According to a recent study by Gartner analyst Laura McLellan, CMOs will be spend more on information technology than their counterpart CIOs by 2017. Marketing departments are spending more on technology than information technology departments - that is saying a lot about the future of marketing and is indicative of the future growth of the marketing technologist role. As companies invest more into their marketing technology, having a qualified individuals will be a requirement.

A current trend in many organizations is to closely align the marketing and technology departments to work together as a team. Not because they do not want to hire a marketing technologist, but rather the result of having a limited amount of people to choose from with experience in both marketing and information technology. The title of a recent article posted on Forbes, “The Rise of the Unicorns – Why Marketing Technologists will Rule Modern Marketing” supports this assertion and supports the real growth in the marketing technologist role.

 

 

 

You may have already asked the question or may be wondering, what will happen to Deltek Vision with the new announcement of Spartan?  For those that don’t know, Microsoft announced that the Windows 10 operating system will debut an entirely new web browser, code-named Spartan. Many IT savvy clients have already been asking the question, what does this mean for Deltek Vision? Will Deltek Vision still work? The short answer is, “Yes.” 

Microsoft made the following statement, “Project Spartan is Microsoft’s next generation browser, built just for Windows 10. We will continue to make Internet Explorer available with Windows 10 for enterprises and other customers who require legacy browser support.” Additionally, Kyle Pflug, program manager for Spartan, wrote in a blog post, “Based on strong feedback from our Windows Insiders and customers, today we're announcing that on Windows 10, Project Spartan will host our new engine exclusively. Internet Explorer 11 will remain fundamentally unchanged from Windows 8.1, continuing to host the legacy engine exclusively." He added, “Enterprises that adopt Windows 10 will be able to set IE11 as the OS's default browser using group policy settings”. 

Internet Explorer is a staple performer and Microsoft will continue to support it for years. Microsoft has promised to support the browser with security updates for at least the next eight years or through January 2023. So rest assured that Internet Explorer will still exist and therefore Deltek Vision will still work. 

With that being said, Deltek has already been looking at ways for firms to connect to Vision without Internet Explorer to become more system agnostic. New features that can run on any web browser include, the new project manager portal (Navigator) and an upcoming CRM portal. Additionally, Deltek product developers are looking at ways to further minimalize reliance on Internet Explorer with future releases. 

For those firms that need to connect to Deltek Vision from a MAC or any tablet or phone today, there is Vision Unleashed. This solution allows your firm to access your Deltek Vision data anywhere with almost any device. Additionally, a 30-day FREE provisional test period is available. 

Bottom line: 

1. Firms already have options already available to you to access your Deltek Vision data without Internet Explorer
2. Internet Explorer isn’t going away any time soon
3. Deltek is committed to the Vision product 

Should you have any questions regarding this or any other technical questions, we encourage you to reach out to your Deltek Partner.

 

Our modern day culture is often obsessed with perfection. Magazine covers are graced by photoshopped professional models and our TV screens are filled with successful eclectics whose wealth is their biggest problem.

Fortunately, perfection is not an attainable goal; the real goal is the path we follow as we strive for peak performance which is the essence of a 'perfect employee'.

It was Vince Lombardi that said, “Perfection is not attainable, but if we chase perfection we can catch excellence.” Considering that the NFL Super Bowl trophy is named after Vince Lombardi, you could say he knew a thing or two about peak performance…

So, what qualities help us along this path to being the ‘perfect employee’? 

What are the 11 P's of Peak Performance?

If obtaining peak performance is our professional goal, then, what exactly are the attributes that we need to be the 'perfect employee'?  Following is the list of benchmark qualities you should strive for on your path:

1. Proficient. Sure, you can’t have all the answers but you know how to dive in or connect with the right people to figure them out. You come to the table with suggestions - not more problems. You are constantly looking at how to improve the process.

2. Proud. You are proud of your work because your efforts are always well thought out, tested and reviewed. You don't rely on others to finish your assignments but ask others to quality check your work to make sure it is always correct.

3. Persistent. We all know to learn from mistakes, but the 'perfect employee' personifies this concept. You admit when you are wrong sooner than later. If you don't know how to do something, you find out how … with no excuses.

4. Passionate. You LOVE what you do and radiate emotion when you talk about your work!  You learn on your own, offer improvements, and share with others what you know.

5. Productive. Your willingness to push up your sleeves and work overtime while not jeopardizing other commitments is renowned. While we all have parts of our jobs that are not favorable, 'perfect employees' realize the goal of those less desirable tasks and get them done.

6. Positive. You exemplify “Can Do!” by accepting that you can always improve, you see challenges as opportunities, and you think about how things can be done instead of complaining about what you can't change (including the past).

7. Professional. You understand that while comradery is important with co-workers and clients, there is a fine line between “fun” and unprofessional “fooling around.” You make sure your work is top notch and your comments will not ever be construed as childish or offensive.

8. Able to keep Promises. You are always thinking about priorities and when the job will be completed in order to deliver in order to keep your promise. You communicate when a conflict arises but still look to deliver on time. You are faithful about deadlines and rarely provide excuses.

9. Punctual. You understand the value of time, yours as well as others. People think “punctual” is your middle name.

10. Able to Promote … others and yourself. You promote great deeds and great work regardless of who completed it. You are always thinking and talking about ways to make the workplace a better environment for your colleagues and services better for clients.

11. Purposeful. Each day has a purpose. You take each day and every action seriously; constantly thinking about what needs to be accomplished and how to generate purposeful results.

HOW to be “perfect” (or close)?

 

The much anticipated wait for Deltek Vision 7.4 is finally over! To kick off 2015 on a high note, Deltek is releasing the most powerful version of Vision ever. So what features and enhancements are included with the newest version of Vision? Let’s see!

Deltek Vision 7.4 Features and Enhancements:

• Increase project management accuracy with new task dependencies | Plan projects with Task Dependencies, change dates and choose the Predecessor and Successor date changes along with it. Additionally, added right-click functionality to easily move dates.
   
• Deliver consistent opportunity estimates even faster with the new fee estimate tool | Standardize the way professional services firms develop fee based scopes:

1. Create Fee Estimate for the Opportunity based on templates
2. Create reports to include with proposals
3. Create projects from the Fee Estimate mapping compensation values and Work Breakdown Structure
4. Project Fee estimates stay intact in Project Info Center
    

Manage your purchasing approvals in Vision with new workflows as simple or complex as you need them | The new Approvals workflow engine in Vision has been applied to the Purchasing module! Utilize new workflow capabilities to automate your approvals.
 

Customize your invoices with enhanced invoice template editor | Ensure that the details you and your customers need most are always included.
 

1. Include User Defined Fields on Invoices
2. Control your Invoice Subtotals
3. Group your billing phases for your fee invoices
    

Much, much more | In addition to the above enhancements, there are dozens of additional features and improvements, including:

• Associate All button - Quickly associate a supporting document with all voucher lines
• Key Convert and Combine Records even if they have planning data.
• Audit Trail for Closing/Opening Accounting Periods
• Create and schedule recurring/reversing Journal Entries