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We've been listening to your feedback. 2013 is about enriching the services we provide your firm. Full Sail Partners has some changes in store to better focus on you and your firm's needs. This client-centric approach will include pushing out content to help you take Deltek Vision to the next level and keep you informed of the newest tools and technology.
We will focus on providing your firm the resources needed to operate your business at full sail. Additionally, our team will proactively connect to you via phone, email, and social media to keep up with what your firm is doing.
Each month you will receive our e-newsletter with videos, blog articles, tips & tricks, and news about new releases and events. New information is being pushed out daily through social media so be sure to connect with us on LinkedIn, Twitter, and our YouTube page for the latest news.
Think other firms would benefit from your news? Email us at info@fullsailpartners.com or send us a direct message on Twitter and we will help you get the word out.
Sincerely,
Full Sail Partners
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Deltek Vision Tips & Tricks Series
Workflow for Modified User
The first installment of the Deltek Vision Tips & Tricks Series provides a helpful look at easy ways to identify who has modified a record in Deltek Vision, without pulling an audit report.
>> read more
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Deltek Vision How-To Video Series
Info Center Help
 This brief two minute video provides an informative overview of Deltek's Vision Info Center Help section and answers common questions from clients, such as:
1. Do you have a complete list of the fields in Vision?
2. Do you have a help guide so I can learn about the fields available?
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Deltek Vision Customization Series
Knowing the Right Questions to Ask
When a request for a custom solution is received, be it a report, workflow, or external data automation, many clients are surprised the first items we review are the standard functions available in the particular system they are looking to customize. "Are you trying to talk us out of having you perform the programming work?" I had one client ask me incredulously, after I had shown her a way to accomplish getting the information she had wanted in a custom report within the native Vision Reporting system.
My response is always the same...
>> read more
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Simplify Your Billing Invoice
Deltek Vision's billing system is very versatile, allowing you to present many different billing formats for your clients without having to create different invoice designs. This is accomplished by using Vision's Project Billing Terms. By using billing terms you can produce an invoice for your clients that bills Fixed Fee, % Complete against a Fee, Hourly, Consultant and Expense billing, all on a single invoice. A drawback to this "mixed billing" formatting in Vision is that it produces a lengthy invoicewith individual billing sections for each billing type. The fee billing phases can be combined into a single billing block, but each T&M phase must be billed separately.
So how can this be resolved?
>> read more
>> view the video
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Client Spotlight
Parikh Consultants, Inc.
 Having recently migrated their financial data to Deltek Vision in 2010, Kathy Krol-Ramirez, Vice President of Parikh Consultants, sits down to reflect on the process. Kathy discusses why they chose Deltek Vision over the competition, and the results of the implementation process.
>> view the video
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Calendar of Events
User Groups
2/26/13 | Sacramento
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Did You Know?
Want an email sent when Client or Project AR is past due?
Just go to Configuration, General, System Alerts and look in the Accounting Folder. 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.
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Vision Unleashed™!
Interested in utilizing all of the functions of Deltek Vision, on your mobile device or MAC?
>> click here
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Speaking Event
SMPS Pacific Regional Conference
February 20-22
>> register
SMPS Southeast Regional Conference
In this interactive workshop, led by Sarah Gonnella, Director of Marketing & Business Development for Full Sail Partners and SMPS Technology Committee Member, you will learn to tap into the power of LinkedIn to leverage your social media program and purify your network.
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Have You Seen Vision Lately?
Have you seen the newest features and additions to Deltek Vision? Check out this webinar from Deltek!
>> view here
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Miss a Past Webinar?
Check out our webinar archives page.
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Participate in Deltek's AE Clarity Survey! Deadline February 25th.
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