Deltek Client Success

Deltek Client
Success
Friday, June 19, 2015
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Success: More Than Just
Software
Software
Services
Support
Deltek
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
Support
Training
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.
Award-winning support team of
experienced industry and
accounting professionals.
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.
Onboarding Timeline
Pilot Conversion
Final
Go Live
Implementation
Custom Reports and Integrations
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Support
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12-week average to go-live
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4 weeks rollout
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Implementation Process
A well-documented, proven implementation methodology ensures your conversion success.
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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
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Set up static info
Review conversion data
Test key processes
Identify changes
Validate reporting
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Complete first billing
Complete first payroll
Reconcile month end
Customize inquiries
CURRENT SYSTEM
Related Resources:
Consulting Services
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PM Introduction
Estimating
Resource planning
Billing review
Customizing inquiries
Business development
AJERA
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Training Services
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Webinar Recordings
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Blog
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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
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My Preference
All implementations are billed as time and materials.
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Option 1 – Standard
Two Conversions – Pilot and Final
Standard Scope
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Accrual/cash trial balance
Unpaid client invoices
Open vendor invoices
Open bank items
1099 YTD paid
Unbilled WIP
Client prepayments
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Projects
Phases
Clients
Vendors
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Employees
Contacts
Departments
Activities
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Project/phase transactions including:
— Hours/units
— Billed hours/units
— Billed amount
— Cost amount
— Spent amount
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Project types
Client types
Vendor types
Employee types
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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.
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Option 2 – Quick Start
One Conversion
Quick Start Scope
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Projects
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Employees
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Project types
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Contact types
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Phases
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Contacts
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Client types
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Banks
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Clients
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Departments
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Vendor types
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Chart of accounts
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Vendors
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Activities
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Employee types
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Company settings
Benefits
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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.
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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
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Pilot-to-Final Items
Setup in Pilot Data and Copied into Final Data (Standard
Conversion)
 Roles (Security)
 Invoice Formats
 Company Preferences
 Activity Setup
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Payroll Setup
Wage Rate Tables
Employee Payroll Setup
Payroll Beginning Balances
 Employee Setup
 Overhead Groups
 Billing Rate Table Detail
 Types (Client, Vendor, Employee,
Project, Utilization, Contact)
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Project Sample
Standard Conversion Snapshot
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Project Sample
Standard Conversion Drill-down
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Conversion Process
Best practice conversion methodology driven by your factory-trained consultant and
data conversion specialist
Planning
Pilot Conversion
Final Conversion
Review data
~4-6 weeks from purchase
~1 week turnaround
Pre-conversion meeting
Source data conversion with
cleanup & review
Source data conversion with
cleanup & review
Scheduling
4-8 week training period
Convert pilot to final setup
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Conversion Options Summary
Converted Per Company
Chart of accounts
Departments
Banks
Activities
Types – Contact, Client, Project, Vendor, Employee
Contacts
Clients
Vendors
Employees
Project and phase list
Accrual and/or Cash Opening Trial Balance
1099 paid YTD
Open bank items
Client prepayment balances
Unpaid vendor invoices
Unpaid client invoices
Unbilled WIP transactions
Project / Phase transactions – hours, cost, spent, billed
Project /Phase summary contract and cost budgets
Notes from Timesheet Entries
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
Quick Start
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Standard
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Flat fee plus add-ons as requested
* = available from select source products only
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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
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My Conversion Selection
Conversion Products Selected or Recommended
 Base Conversion Level:
 Number of Databases and Sources:
 Additional Services Requested:
 Other Informational Notes:
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June 19, 2015
CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
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.
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Extensive Training Options
Web-based Classes
Annual Training Workshop
PM Workshops
Onsite PM Training
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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
Ideal Implementation
Timeline Notes
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Availability Concerns-
2.
Payroll Cycle-
Your Payroll
3.
Billing Cycle-
 In-house payroll: quarter end (i.e. 1/1, 4/1)
4.
Target Go Live-
 Outsource payroll: clean cut-off
Your Billing Cycle
 Minimize transactions remaining to bill
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Next Steps
Software
Services
Next Step Notes
1.
2.
3. Finalize Your Ajera Purchase
Support
Deltek
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Thank you for your time!
Friday, June 19, 2015
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