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Now that Spring has arrived, it is an excellent time to clean-up your database. Is your data clean, consistent, and accurate? Almost everyone you talk to would answer this question with an emphatic "NO" for one reason or another. Data is always degrading in any database you review because information is constantly changing. Contacts leave companies, projects progress, and opportunities move through the sales cycle.
Data integrity impacts our ability to determine business trends, success rate, and just know who and what to pursue. Misleading queries and inaccurate reports results 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?
There are three areas to consider when cleaning up your data: 1. Decision Points; 2. Standardization; 3. Automated Clean-up. In our next issue we will address this issue further, so be sure to subscribe to our blog to receive this article once it is published. Additionally, if you would like to tackle this issue now, contact us to discuss how we can help.
Sincerely,
Full Sail Partners
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Deltek Vision Tips & Tricks Series
SaaS Administrator Guide & Instructions
So, you are in the Cloud! Your company has purchased Deltek Vision Essentials ERP software and you have been assigned as the SaaS Administrator. You may find yourself wondering, "What does this mean for me? What do I need to do first? Where do I start?" At first the task may seem overwhelming as you receive letters, guides and instructions on "How to get started." We at Full Sail Partners want you to know that you are not alone, and that we have put together answers to some of the questions asked most often when a client purchases their new Cloud solution.
What do I need to do first?
De-Mystifying Cash Basis Accounting
For many of us, the mere mention of cash basis is not unlike the old "fingernails on a chalkboard" - not something we want to hear. However, cash basis accounting need not be something that is left only to your CPA. Your Deltek Vision system can be set to easily track your transactions and financials on both an accrual basis and on a cash basis with minimal effort.
What is Cash Basis Accounting?
>> read more
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Deltek Vision How-To Video Series
Vision Reporting Options, Selection and Favorites
 In this Deltek Vision How-To Video, Scott Gailhouse, Senior Consultant with Full Sail Partners, addresses how to save report options as defaults, save selections ,and save favorite reports in Deltek Vision.
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Deltek News & Announcements
Deltek Insight 2013 Call for Topics / Speakers
Deltek Insight is headed to the Gaylord Texan in Dallas, Texas, October 14-17!
Join us for a deep dive into Deltek's solutions and network with industry experts and peers so you can add more value than ever to your business. Registration opens in April, so mark your calendars, and keep your eyes open for an email announcement from us. Be sure to register early to take advantage of discounts!
Take this opportunity to let Deltek know what you want to hear, and answer to call for topics. Do you believe that you have insight in to best practices or tips to share? Answer the call for speakers -- those chosen will win a complimentary pass to Insight!
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Deltek Vision Custom Solutions
Daily Timesheet Reminder
Like most of you, the idea of filling out a timesheet was akin to having a root canal, but only worse. In our firm, timesheets are due on a semi-monthly basis, but we have a policy that timesheets must to be completed daily. I know, right?
This policy was easy to ignore until one day, much to my surprise, I received an e-mail alert that my timesheet had not been completed the day before. AN ALERT! It turns out that not only did I receive an alert, but a notation was made in my Employee Info Center record of my violation. The powers that be had sunk to a new low and now I'm faced with two options; continue ignoring the policy and get an annoying alert on a daily basis, or start doing my timesheet every day.
Learn how filling out timesheets daily can improve your firm's bottom line.
>> read more
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Client Spotlight
ECOM Engineering, Inc.
 Full Sail Partners met with Rana Blair, Partner/Owner of ECOM Engineering. The firm has entrusted Full Sail Partners' consultants since 2005 to assist the firm with their Deltek Vision product. Rana speaks about the results of the implementation, why they chose Deltek Vision over the competition, and what to look for in a Deltek Vision partner.
>> view the video
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Calendar of Events
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Did You Know?
Vision can send you
an email when your Accounts Receivable for a Client or Project goes past due.
You can set multiple alerts with different options based on client, project, amount, days past due, etc., then make the alerts active by checking the box. Follow the below navigation in Deltek Vision:
Access Configuration > General > System Alerts > Accounting Folder.
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Mobile Project Management Tool
Project Managers are using Deltek Vision Navigator as a project management 'dashboard' to manage projects remotely, capture important data, and update project status while on the go!
The ability for this tool to integrate with Kona makes it the ideal solution for project teams in various offices or even separate companies.
>> Deltek Vision Navigator
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Mobile Access to Vision
Did you know you have multiple options to connect to your Deltek Vision data through your mobile device or MAC? View your options:
>> Vision Unleashed™
>> Deltek Touch
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Deltek Customer Champion Program
With the Customer Champion Program, Deltek is giving clients the chanced to showcase their business' greatest achievements to a global audience, and win great rewards!
>> view here
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Webinar Archive
Did you miss the recent Deltek & Aberdeen joint presentation, "Why are 'Best in Class' Consulting Firms Operating Better?"
No problem! This webinar, and many more, can be found on our webinar archive page.
>> view here
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