Deltek Client Success. Friday, June 19, 2015

Transcription

1 Deltek Client Success Friday, June 19,

2 Success: More Than Just Software Software Services Support Deltek

3 Deltek Services Implementation Consulting Data Conversion Customization Deltek consultants work with you remotely or onsite to ensure your firm s migration success using a well-documented and proven implementation methodology. A three step conversion process - planning, pilot, and final conversion that utilizes our extensive experience converting data from different platforms into Ajera. Our team will work with you to deliver exactly what you need including specialized invoices and reports to meet your unique business needs. Ajera Cloud Our web-based cloud solution for Ajera is the best way to deploy Ajera, providing enhanced security, improved performance, 24/7 access, and daily backups. Support Award-winning support team of experienced industry and accounting professionals. Training Best-in-class web-based training through Support for new hires and specialized courses. Online PM workshops as well as touring inperson PM workshops and annual training conferences.

4 Onboarding Timeline Implementation Pilot Conversion Final Go Live Custom Reports and Integrations Support week average to go-live 4 weeks rollout 4

5 Implementation Process A well-documented, proven implementation methodology ensures your conversion success. Phase 1 Phase 2 Phase 3 Phase 4 Planning & Discovery Pre-Beginning Balances Post-Beginning Balances PM Adoption Benchmarking Identify CSFs, scope Identify team Review resources Set timelines Set up static info Review conversion data Test key processes Identify changes Validate reporting Complete first billing Complete first payroll Reconcile month end Customize inquiries PM Introduction Estimating Resource planning Billing review Customizing inquiries Business development CURRENT SYSTEM AJERA Related Resources: Consulting Services Training Services Webinar Recordings Blog 5

6 Standard vs. Enterprise Implementation Standard Enterprise Getting Started Assistance Includes implementation guide, online client portal to implementation project, discovery & planning meeting. Included Included 1 on 1 Training Recurring implementation and training meetings led by a Deltek Consultant to go through system setup, general ledger, accounts payable, accounts receivable, and time & expense entry features. Included Included Consulting with Experienced Industry Experts Implementation led by an experienced industry expert. Included Included Project Management Training Review of basic project setup including work breakdown structure setup, budgeting, scheduling, and reporting. Included Included Onsite Training Onsite training and adoption meetings for kickoff, go-live, and PM Adoption. Additional Included Best Practice Consultation Implementation and training meetings will incorporate best practices for business streamlining, improved profitability, transparency, and navigating change management. Additional Included Full PM Adoption Services Full enterprise adoption training and services from project setup, monitoring, resource planning and scheduling, earned value, paperless billing approvals, and in depth project budgeting. Additional Included Custom Reporting Custom dashboard, inquiry, and reporting services. Additional Additional My Preference X X All implementations are billed as time and materials. 7

7 Option 1 Standard Two Conversions Pilot and Final Standard Scope Accrual/cash trial balance Unpaid client invoices Open vendor invoices Open bank items 1099 YTD paid Unbilled WIP Client prepayments Project/phase transactions including: Hours/units Billed hours/units Billed amount Cost amount Spent amount Projects Phases Clients Vendors Employees Contacts Departments Activities Project types Client types Vendor types Employee types Contact types Banks Chart of accounts Company settings Standard Scope available for QuickBooks, Vision, Wind 2, Advantage, Sema 4, Protrax, Sage-Timberline, BST Enterprise, Microsoft Dynamics, InFocus, ArchiOffice, Bill Quick, or Ajera Conversion Spreadsheet Template. Fixed price with optional add-ons. 9

8 Option 2 Quick Start One Conversion Quick Start Scope Projects Employees Project types Contact types Phases Contacts Client types Banks Clients Departments Vendor types Chart of accounts Vendors Activities Employee types Company settings Benefits Eliminates manual static data entry Starting fresh where data is untrustworthy No need for historical data Low fixed price for standardized mapping Brings over your current basic structure. Quick Start Scope available for Quickbooks, Vision, Advantage, Wind 2, Sema 4, Protrax, Sage-Timberline, BST Enterprise, Microsoft Dynamics, InFocus, ArchiOffice, BillQuick and Ajera Conversion Spreadsheet Template. Fixed price with optional add-ons. 10

9 Manual Implementation Use the Resources which are available to you Getting Started Guide Deltek Consultant Plan for time to complete the data entry Use a month end date for your beginning balance date Ask questions during your Implementation meetings 11

10 Pilot-to-Final Items Setup in Pilot Data and Copied into Final Data (Standard Conversion) Roles (Security) Invoice Formats Company Preferences Activity Setup Employee Setup Overhead Groups Billing Rate Table Detail Types (Client, Vendor, Employee, Project, Utilization, Contact) Payroll Setup Wage Rate Tables Employee Payroll Setup Payroll Beginning Balances 12

11 Project Sample Standard Conversion Snapshot 13

12 Project Sample Standard Conversion Drill-down 14

13 Conversion Process Best practice conversion methodology driven by your factory-trained consultant and data conversion specialist Planning Pilot Conversion Final Conversion Review data Pre-conversion meeting ~4-6 weeks from purchase Source data conversion with cleanup & review ~1 week turnaround Source data conversion with cleanup & review Scheduling 4-8 week training period Convert pilot to final setup 15

14 Conversion Options Summary Converted Per Company Quick Start Standard Chart of accounts X X Departments X X Banks X X Activities X X Types Contact, Client, Project, Vendor, Employee X X Contacts X X Clients X X Vendors X X Employees X X Project and phase list X X Accrual and/or Cash Opening Trial Balance X 1099 paid YTD X Open bank items X Client prepayment balances X Unpaid vendor invoices X Unpaid client invoices X Unbilled WIP transactions X Project / Phase transactions hours, cost, spent, billed X Project /Phase summary contract and cost budgets X Notes from Timesheet Entries X Timesheet as grid Client receipts, vendor payments Uncommon revenue recognition transactions Payroll pays, fringes, deductions, taxes, YTD paid Billing Rate Tables Detail*, Invoice Formats, Security, Reports Detailed project budget and project schedules Fees Flat fee plus add-ons as requested * = available from select source products only 16

15 Built to Fit Conversion Additional Services Available Project Restructure Additional Databases / merging Department or Chart of Accounts Restructure Custom Fields Detailed Resource Budgets Consultant Commitments Tailored mapping Additional Pilots Attachment paths Other Additional Services 17

16 My Conversion Selection Conversion Products Selected or Recommended Base Conversion Level: Number of Databases and Sources: Additional Services Requested: Other Informational Notes: 18

17 19 June 19, 2015 CONFIDENTIAL 2011 Deltek, Inc. All Rights Reserved

18 Award Winning Learning Center The Learning Center delivers: Conceptual overviews and step-by-step instructions. Robust help index or full-text search to find information about Ajera functionality. Role-based help for the Principal, Accountant, Project Manager, Marketing Specialist, and Employee. 20

19 Extensive Training Options Web-based Classes Annual Training Workshop PM Workshops Onsite PM Training 21

20 Choosing the Optimal Go Live Date Your Availability Avoid accounting heavy periods (i.e. year end) Avoid busy season Planned time out of the office Your Payroll In-house payroll: quarter end (i.e. 1/1, 4/1) Outsource payroll: clean cut-off Ideal Implementation Timeline Notes 1. Availability Concerns- 2. Payroll Cycle- 3. Billing Cycle- 4. Target Go Live- Your Billing Cycle Minimize transactions remaining to bill 22

21 Next Steps Software Next Step Notes Finalize Your Ajera Purchase Services Support Deltek 23

22 Thank you for your time! Friday, June 19,