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2015 Deltek Insight: Technical Sessions to Help You Get More Out of Your ERP System

For those of you going to the 2015 Deltek Insight Users Conference next week, we’re offering several technical sessions to share ideas for increasing productivity
and profitability. Here’s an overview of our sessions to help you decide which will be most beneficial for your firm:

Customer Spotlight: SAA – Create Projects & Complete Billing Terms in One Easy Step

Wednesday, Nov. 4, from 11:30-12:30 p.m. in Governor’s Ballroom C/D

Learn how we automated the project life cycle for architecture firm Shlemmer Algaze Associates (SAA). Now, with a push of button, SAA staff can convert
a CRM Opportunity into a new Project — including creating the billing terms. Nicole Wear and Kristy Diez with SAA will talk about the benefits
and I’ll share how painless it is to implement the automation. If you can’t attend, you can learn more in our blog post, Yes, There’s An Easier Way to Create a Project in Deltek Vision.

Best Practices: Strengthening Client Relations and Increasing Profits with CRM and Resource Planning

Wednesday, Nov. 4, from 2-3 p.m. in Governor’s Ballroom C/D

Hear how we customized Vision to help international, multi-currency firm J.B.A. Consulting Engineers better analyze data and use it to improve proposals,
resourcing and project tracking — which led to increased profitability. J.B.A.’s Director of Finance, Wendy Cashin, will talk about how they’re
leveraging Vision at a higher level and I’ll dive into the technical aspects.

Best Practices: Overcoming Top Five Vision Challenges

Wednesday, Nov. 4, from 3:30-5 p.m. in Governor’s Ballroom A/E

If your firm isn’t getting as much out of your Vision investment as you should, this session is for you. CCG Strategic Consultant Pam Ingram will share
insights from a decade of helping clients analyze their situation and re-launch Vision effectively. You’ll learn the top five issues that keep firms
from their Vision goals and how to overcome them.

Customer Spotlight: Heights Venture Architects – Maximizing Your Team’s Potential with Vision Automation

Thursday, Nov. 5, from 11:30-12:30 p.m. in Governor’s Ballroom C/D

This is a great session if you’re in a smaller firm. You’ll hear how we incorporated workflows to reduce administrative tasks and eliminate repetitive
data entry for the three-person financial team at Heights Venture Architects (HVA). CFO Maria Roder will share benefits, including condensing their
monthly billing cycle into one week, and I’ll provide the technical background.

We hope to see you at Insight. If you can’t make it and want to learn more about how we can make your firm more productive, contact me at or 817-292-3399.

Additional Resources

Tailoring Services

CCG Services Brochure

CCG Effectiveness Review Brochure

About the Author: David Springer

David is a senior technical consultant at CCG. Prior to joining us, he spent nine years serving in numerous roles within an A&E firm— engineer,
project manager, business development, database developer. He combines that firsthand experience of client business processes with deep technical expertise
to help clients reduce labor hours and build consistent processes that everyone can trust.


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