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TRANSCRIPT
Customer Spotlight: Uncovering the Value of
Vision for Project Management –
One Firm’s Story
Session Code VI-29
Diane Wilkie, Commonwealth Associates, Inc.
Michael Kessler, Full Sail Partners
©2016 Deltek, Inc. All Rights Reserved 2
Founded - 1885
Evolution to Gilbert/Commonwealth - 1973
Jackson office closure - 1988
Commonwealth Associates, Inc. – 1988
Today
– EC&M Magazine Top 10 US Electrical Design Firm
– 275 professionals
– Offices coast-to-coast
– Expected to add 100+ new staff in the next year
©2016 Deltek, Inc. All Rights Reserved 3
Represent: Deltek Vision, Deltek Kona, Deltek Talent, Client Feedback Tool,
Concur, Constant Contact & Planifi
Deliver “project-focused” solutions:
• Business consulting
• System implementation
• Software training
• Application hosting
• Data migration
• Blackbox Connector
1000+ clients nationwide
Deltek Project Excellence Winner
30 employees
The Beginning
Recognizing the need for change
©2016 Deltek, Inc. All Rights Reserved 4
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2013 – What We Had
Accounts Receivable – MS Access database
Accounts Payable – MS Access and outdated
accounting program
Project Management – Internally developed
and managed databases, spreadsheets, and
online systems
Reporting – Internally developed and supported
©2016 Deltek, Inc. All Rights Reserved 6
2013 – What We Wanted
Unlocked business intelligence insights
Ability to make better, faster decisions
Single enterprise-wide, industry-proven software
platform
Broader access with fewer bottlenecks
Streamlined operations
Reduced overhead time/costs
Elimination of duplicative effort and manual
operations
Simple to use for higher adoption!
Time to Move On
Organizing the Change
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2013 – What We Did
CFO-led search for “right fit” tool
Options
– Deltek Vision
– A Deltek competitor
– Developing a new in-house system
©2016 Deltek, Inc. All Rights Reserved 9
Comparison Shopping
Commonwealth Pain Point Deltek Vision Solution
General Ledger and Project Accounting not
within the same accounting system, which could lead to reconciliation issues
General Ledger and Project Controls
contained in one system, providing better internal controls
PMs do not have good capability to measure earned value or profitability
Earned value is a core piece of the
functionality and can be viewed by
department, geographic location, section, project, or individual
Executives do not have good visibility into
projects. File storage is siloed and access restricted
Quick, easy, exception-based dashboards for all users at all levels
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2013 – Decision Time
Attended Insight 2013 to
hear from existing users
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Creating an Implementation Project
Submit revised business plan to Board with team assignments:
– Project Champion
– Executive Sponsor
– Program Manager
– Project Manager
– Key Accounting Contact
– Key Project Management Contact
– Key IT Contact
– Corporate Communication Lead
Proposed 6-9 months for system implementation
Recommended 3 months for rollout and training
©2016 Deltek, Inc. All Rights Reserved 12
Identifying Risks
Identified possible “high-risk” situations
during implementation, including:
– Incorrect invoicing
– Delayed payments to vendors
– Improper use of Time Management
could impact client billing and payroll
– Training failure – not viewed as critical
– “Garbage In – Garbage Out” by project
managers
– Import from Timesheets error
January thru May, 2014
Core System
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January thru May, 2014
Developing the Core System
Schedule
Design
Configuration
Training
Testing
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June 2014
Resource Planning
Design focusing on the project life cycle
– When a plan is born
– How a project is created
How a project will be managed (i.e., plan updates)
Billing process
Key metrics and reports
©2016 Deltek, Inc. All Rights Reserved 16
July 2014
Intense training with Core Team
Proposal creation
Hand-off work (no proposal)
Creating a project from a plan
PM review processes for active projects
Training plans
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July/August 2014
Testing, testing, testing!
Accounting processes
Plans and projects
Standard operating procedures
End-to-end project lifecycle
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August 2014 – One Week Before Go-Live
Provided step-by-step training to all 250+
employees
– President DeCosta introduced each
session
– Executive Sponsor Barnes delivered PM
training
– CFO Tapley delivered time and expense
training
Created detailed agenda and timeline for Go-
Live weekend
Tested, tested, and tested some more
©2016 Deltek, Inc. All Rights Reserved 19
Labor Day Weekend 2014 – Go-Live!
Mike Kessler and full
implementation team on site to
test
IT-driven
Started at noon Friday –
finished before noon Monday
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September 2014 – Live, Week One
Mike and Julie on site
Core team in a conference room
available for drop-in questions
User support hotline
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November 2014 –Exemplary Performance Award
“In recognition of advancing Commonwealth Associates, Inc.’s
Mission, Vision, and Values through service excellence.
We extend our thanks and appreciation for the dedication to excellence and to the firm.”
Two Years Later
Managing Change
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Woulda, Coulda, Shoulda
Earlier upper management buy-in
Security roles
Compliance expectations
Report design
Leveraging expert insight and advice
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2017 – What’s Next for Commonwealth?
Consistent use of resource planning
for staff management
Teaching PMs how to use Earned
Value
Adding Purchasing Module
Adding CRM Module
©2016 Deltek, Inc. All Rights Reserved 25
Recap
Comparison shop – don’t fall for the
first pretty face
Create a strong team and allow
them the time to perform to your
expectations
Budget for consulting services
If it doesn’t work the first time, try
again
Have fun!
Please submit a survey for this session via the
mobile app.
27
Learn More
Get plugged in
• Join a user group (regional, virtual)
• Interact in Kona – Client Advisory Council
(CAC) and more! ([email protected])
• Join the MVP program
Visit the Vision kiosks in the Expo Hall
Follow the Vision Blog @ http://bit.ly/Vision_Blog
Attend a live VPM, CRM, Resource Planning,
demo or sign up for an upcoming webinar at
Deltek.com
©2016 Deltek, Inc. All Rights Reserved 28
Contact Information
Diane [email protected] Office: 517-788-3917
Michael Kessler [email protected] Office: 888-552-5535 x128