Full Sail Partners News | September 2013 | Deltek Vision Updates: You Spoke, They Listened!

 

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We hope you enjoyed your Labor Day weekend and were able to spend time with friends and family and used the break from work to rejuvenate! As we get back to tackling our firm's objectives, we at Full Sail Partners have a couple of updates to provide. 

  

You spoke loud and clear and Deltek heard your voice! We are happy to announce that Deltek will be extending support for Vision 6.1 SP4 and 6.2 SP2 through May 1st, 2014. This extension of maintenance support should give your firm plenty of time to properly plan for the future of your Deltek Vision system. Clients on these versions will now receive year end updates. If you have any questions regarding changes in support, please contact us.

 

As part of our quarterly theme of growth and metrics we felt it was appropriate to mention some of our recent growth with the introduction of our two newest employees, Sean Keller and Stacey Ho. As a seasoned IT professional, Sean assists our hosting clients, and Stacey brings more than 15 years of marketing experience and CRM knowledge to the team as our newest CRM consultant. Check out both of these employees profiles -- they have a bright future here at Full Sail! 

 

 

Sincerely,


Full Sail Partners
Know More...
 

3 Ways Client Surveys Build Stronger Relationships  

Client Feedback Tool
Each of your clients, like you, are individuals that have a unique definition for what a positive client service experience means to them. We can no longer treat everyone the same way - it just doesn't work!  
 

Show that your firm is serious about client satisfaction and start building stronger relationships.

 

 

Evaluating Your Business Growth Plan with Metrics:  An Introduction  
Business Growth Plan
You may find it helpful to know that there is no "right" way to go about evaluating your business growth plan (or knowing that might actually make you even more anxious!). There are however, several reliable tips for getting the most out of the effort. 
 

Discover five key tips for a successful Business Growth Plan.

 

 
Using Project Management Metrics to Drive Firm Growth

Project Management Metrics Although it might seem efficient to have a single indicator of project success that measures the firm's profit growth - for example, project profitability - there are pitfalls with such an approach. A better solution is to measure across a finite and efficient set of indicators that together track whether the firm is meeting its objectives.

 

Review the six major categories of Project Management KPIs.

 

>> read more 

 

What Casablanca Can Teach About Measuring Growth in Business

In the movie Casablanca, Humphrey Bogart's character tells his café's piano player, Sam, that a competing bar has offered to pay him double what Rick is paying him. Sam says he's not interested, explaining, "I ain't got time to spend the money I make here."  

 

Stop using the excuse of not having enough time, and start tracking these five performance results and start seeing the big picture!

 

>> read more 

 
Top 6 Financial Performance Metrics to Monitor for a Healthy Business

Financial Metrics

As an executive in a professional services firm, you have a combination of metrics to help determine if your firm is making money, and equally important, how you are making the money.

 

Discover the six key metrics FUll Sail Partners recommends to monitor for your firms overall financial health.

Learn More...Deltek Tips

 

Deltek Vision Timesheet Activity Automation
Activities provide a greater way to gain visibility into communication efforts across the firm about a client. They provide a detailed view of what is going on with a project/firm/opportunity and are critical for providing team backup and covering your backside.  You are probably aware of three main ways to create activities in Deltek Vision - Manually (slow), Using MODI (faster but limited), and CMO (even faster but costs more $$).
 
Full Sail Partners is introducing a fourth option - automated timesheet activities!

  

 

Fall in Love: Proposal Automation for PMs

Deltek Vision Proposal Automation
When you think about proposals, most firms think about profiling projects, employee resumes, and your corporate profile. However, most proposals, about 80% on average, are in a letter format and generated outside of Deltek Vision by the Project Manager. Why? Because Project Managers love their Excel spreadsheets and Word documents and most firms believe it's too hard to automate for the different variables needed.
 

Nonsense! See how other Deltek users increase efficiency and reduce loss of data through automation.

  
Attending Deltek Insight 2013?
Let us know!

Deltek Insight 2013

 

No, that's not the cast from Duck Dynasty, haven't you heard? ZZ Top will be rocking out at Deltek Insight 2013!


With five sessions being hosted by Full Sail Partners, we are excited to have the opportunity to meet face to face with all of our clients. If you plan on attending, drop us a line and let us know!

 

Deltek Insight will be held on October 14-17, in Dallax, Texas at the Gaylord Opryland Resort.

 >> read more

 
September, 2013
 
Professional Services
In This Issue
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Learn More...
Deltek Insight '13
Calendar of Events
Did You Know?
Deltek Vision 7.1
Kona
Deltek Vision Recent News
Webinar Archive

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Calendar of Events  


Webinars
9/26 | Growing Smarter: Core
          Growth Strategies &
          Metrics for Professional
          Services Firms
Events
10/14-17 | Deltek Insight 2013
 
User Groups
11/20 | North Carolina
 
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Did You Know?
  
Deltek Vision 7.1 allows you to attach receipts directly to your expense reports!
 
Save time and energy by printing receipts as part of the billing backups with the invoice.
 
  

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Upgrade to Deltek Vision  7.1!

 

While we still encourage you to upgrade to Deltek Vision 7.1, please note that Deltek has announced continued support for Deltek Vision 6.1 and 6.2 through May 2014.

 

Take the time now to plan your upgrade to Vision 7.1 and check out the new features waiting for your firm!

  

 

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Kona is Social, but with a Purpose.
 

   

Unlike the Facebook's and Twitter's of the world, Kona was built with one goal, to help people at work and home get things done, together. For that reason, everything we do is social, but private. Your company information is safe and secure with Kona.

 

>> learn more

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Deltek Vision 

Recent News

Recently, Deltek modified the prompts on their phone support tree to provide quicker, more targeted support to Deltek Vision customers.

Learn more about the latest Deltek Vision news.

_________________

Webinar Archive

 

Did you miss our recent Webinar:  Fall in Love - Proposal Automation for Project Managers.

 

No problem! This webinar, and many more, can be found on our webinar archive page. 

  

 >> view here 

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