Join Us for a 1-day Virtual Live Learning Experience Designed for Hands-on Instruction for Costpoint, Vision, Vantagepoint and Ajera Users
The Deltek Learning Zone Virtual Live sessions are a 1-day fully immersive learning experience designed to give users a focused learning environment to deepen and broaden their product skills and knowledge.
Event highlights include:
- Hands-on practice using Deltek’s Learning Lab training environment
- Multiple tracks to choose from for both the morning and afternoon session
- Access to our experienced instructors and their real-world insights
- Customized learning experience across multiple content areas
- PLUS a sneak peek at the Deltek Learning Zone’s new platform
- Discounts will be available for registration during Virtual Insight
COST: $695 per day
Any Questions? Email DeltekUniversity@dlz.deltek.com
Speaker
Mason Holloway
Vice President, Deltek University
Instructor List
A 25 year veteran of Deltek, Greg currently serves in the capacity of Enterprise Architect. With an expertise in Costpoint, Greg provides coaching and consulting services to clients throughout the system implementation. He facilitates instructor led classes. His specialties include the design and configuration of Costpoint, training, adherence to project timelines, functional testing, and coordination of implementation team activities. Special focus areas within Costpoint include Accounting, Projects, and System Administration in addition to integration points with other Deltek products.
Rich Hardin brings extensive experience as an expert for big data analytics applied to government and commercial businesses. He currently contributes to the Association for Analytics and Data Science Methods, Huntsville Chapter, and is a thought leader in analytics and the study of data science. Rich has been leading data analytics research and consulting for 15 years, with wide-ranging experience in fields that include scholastic, government, commercial and medical. He is currently leading several Data Science and AI implementations across various platforms. Rich is working on his doctorate in Data Analytics and serving as the BI architect and Data Scientist for VSE Corp, a diverse government contractor based in Alexandria Virginia. Before joining VSE, he served as the Senior Principal BI Consultant for Deltek Inc. serving a variety of federal contractors at home and abroad. Before that, he worked with several local companies in the Huntsville area where he attended university.
Tom is a Senior Principal Integration Consultant with Deltek. Knowledgeable about Costpoint technologies including Extensibility, Web Services, Content Management, and well versed in Deltek’s best practices, Tom is the lead integration consultant for the Services group and works with many of Deltek’s largest and smaller customers. As a former IT Director for a government contractor, he is able to explain technologies in an understandable manner and develop effective integration strategies and architecture for organizations.
Damon Shratter is currently a Deltek University Sr. Curriculum Manager for Ajera and Vision and a certified Sr. Instructor for Ajera with extensive experience and skills in Training and Development. Damon works in Deltek’s Portland, OR office. He has been responsible for Customer Support, new hire training and client training on various Ajera topics. Prior to coming to Deltek, Damon has been a teacher at the Secondary and Post-Secondary levels, a trainer at various corporations as well as an instructor in the Army as an adjunct faculty member for the National Cryptologic School. Damon has a B.S. in Biology/Chemistry, a B.S. in Secondary Education and an M.A. in Education from the University of Alabama at Birmingham.
Marlaina Mandeville has been with Deltek since 2007. She is currently a Principal Instructor with Deltek University and was previously a Principal Customer Care Analyst with the Deltek Customer Care team. She holds a degree in Computer Information Systems and has a combined total of 22 years’ experience in the Accounting Software industry. Her experience includes On-site implementation, Quality Control, Documentation, Training and Customer Care/Support. Her areas of expertise include Deltek Vision/Vantagepoint Time, Expense, Payroll and Billing. Prior to Deltek, Marlaina worked for a couple of smaller software companies, an Internet Marketing Company and a Pharmaceutical manufacturer. Outside of work she enjoys travelling abroad, camping, hiking and bicycling with her husband and son.
JC Barnhart has been part of the Deltek University team as a subject matter expert and instructor on Vantagepoint for the last 3 years. Prior to his work in DU he was on the Maconomy support team for 2 years and the Vision support team for over 9 years. Before joining the Vision team he worked on the Sema4 application support team. In 2003 he graduated from the University of Oregon business school with a degree in Accounting and since then he has been working at Deltek.
Before joining Deltek in 2013, Bob was the Vision System Manager for a large international A/E firm where he configured, implemented, documented, and supported Vision for around 1,000 users in 30 offices worldwide. He was also in charge of the Business Intelligence (BI) initiatives for the same company. Bob has experience as an Accountant and since joining Deltek, Bob has worked with several clients with a focus on Accounting and Vision Performance Management (VPM). His areas of expertise include Vision product line (Accounting & Finance, Resource Planning, VPM, and CRM) and Kona. Bob is adept at facilitating sessions defining user requirements during design and configuration, delivering end-user training, and preparing overall organization for system deployment, as well as presenting briefings to Executives.
Feel free to follow Bob on Twitter @SweetBobbyJ. Bob likes to tweet about Leadership and other interesting things he observes in this wonderful world we live in.
Feel free to follow Bob on Twitter @SweetBobbyJ. Bob likes to tweet about Leadership and other interesting things he observes in this wonderful world we live in.
Ken has worked with the A&E Industry for 12 Years, first in helping firms achieve tax dedication for designing energy efficient buildings, as an Ajera consultant, and as a Vantagepoint consultant. Ken has worked closely with industry project managers to review work plans and develop strategies for collecting the necessary data to manage energy efficiency projects. He has been a LEED AP and he helped develop his hometown’s energy efficiency strategy. Ken is also a published author within the A&E industry and has spoken to several chapters of the AIA and ASHRAE. Ken has worked with hundreds of firms both before and during his time with Ajera spending most of his time working with project managers, accountants, and principals. Ken has worked for the past 7 years helping to implement Deltek enterprise ERP’s for hundreds of firms to their specifications.
Andrew Sam is a Principal Consultant at Deltek. During the past 13 years, Andrew has guided numerous clients through the implementation of two Deltek systems. During the implementation process, Andrew focuses on providing best practices to leverage features of the software to streamline business processes. Andrew has been part of the Vantagepoint team for the past 2 years. Prior to that, Andrew was part of the Ajera team for 11 years. Andrew has presented in several workshops and conferences focusing on Accounting and Project Management best practices with Deltek systems. Andrew is a 2006 alumni of Oregon State University.
Agenda
Day 1
| 8:30 AM - 9:00 AM | General Session for All |
| 9:00 AM - 12:00 PM | Session 1 (Includes breaks and activities) |
| 1:00 PM - 4:00 PM | Session 2 (Includes breaks and activities) |
| Track Name | Time | Session Titles | Instructor | Duration | Description |
|---|---|---|---|---|---|
| General Session | 8:30 AM - 9:00 AM | Welcome to DU's Post-Conference Workshop | Mason Holloway | 30 minutes | |
| Costpoint | 9:00 AM - 12:00 PM | The Contract Close Out | Greg Luczyk | 3 hrs | View Description When the Project’s Contract is over, what happens in Costpoint? Are there transactions remaining in Open Billing Detail (OBD)? Is the Unbilled Receivable Account in Costpoint reconciled and zeroed out? Is the Project deactivated? Has a final bill been generated and revenue recognized to reflect any final rate adjustments? In this “hands on” session, attendees will follow procedural checklists to work through the proper close out of a Project. This includes each of the Project related applications screens for Accounts Receivable, The Project Master, Project Billing, Project Revenue, and Open Billing Detail. |
| Costpoint | 9:00 AM - 12:00 PM | The Transformative Power of Costpoint BI: Turn Your Data into Knowledge | Rich Hardin | 3 hrs | View Description Looking for your data? Not sure where in the framework you need to go? Have you asked the question “Where can I find the specific data I need in relation to the Costpoint screen I am looking at?” Fear not, as we dive into the world of metadata and where to find exactly what you are looking for without having to know the entire database structure. |
| Costpoint | 9:00 AM - 12:00 PM | How to Streamline Business Processes and Increase Flexibility through Extensibility | Tom Kaminski | 3 hrs | View Description Basic concepts, use cases, creation of an extension using the Extensibility Designer, and promotion to other systems (QA/Test and Production). |
| Vantagepoint | 9:00 AM - 12:00 PM | Increase Visibility with Improved Vantagepoint Dashboards | JC Barnhart | 3 hrs | View Description Learn how to utilize new Dashboard Designer functionality in Deltek Vantagepoint to improve visibility and monitor key performance indicators through the use of tables and charts. In this class we will cover creating tables and charts based on transactional information relating to employees, projects, and account information. |
| Vantagepoint | 9:00 AM - 12:00 PM | Staying Ahead of Your Project Performance and Revenue Expectations with Resource Planning and Revenue Forecast | Robert Johansen/Andrew Sam | 3 hrs | View Description Are you having trouble navigating the uncertainty of where your firm is headed? Is your staffing appropriate for the amount of work coming up? In what periods will you earn Revenue for the next few months? Are you positioned well to meet your goals? The Vantagepoint Resource Planning and new Revenue Forecast Tool can help. In this session, learn how to use the Resource Planning and Revenue Forecast tools in Deltek Vantagepoint to ensure that your project performance and company revenue is staying on the right trajectory. You will learn how Resource Planning allows you to easily establish the schedule of your projects, and assign and manage staffing requirements according to your plan. You will also be involved in a deep-dive into the brand-new Revenue Forecast tool that will allow you to forecast your expected revenue and view future backlog over a determined period of time. Learn how to use these tools in Deltek Vantagepoint to put yourself in control of hitting your goals and managing future work. |
| Vision | 9:00 AM - 12:00 PM | Tips & Tricks: Get More from Vision with Tips from the Experts (Nov. 10 & Dec. 9 Only) | Marlaina Mandeville | 3 hrs | View Description You don’t know what you don’t know! Impress your team with some of Vision's finest tricks. This Workshop gives you hands-on practice with a variety of Vision's features you may have forgotten, never considered or may not be using at all including User Options, Dashboard, Advanced Features, Accounting and Reporting. |
| Ajera | 9:00 AM - 12:00 PM | How to Create Ajera Dashboards to Meet Your Needs | Damon Shratter | 3 hrs | View Description Use the power of Ajera Dashboards to put important information in front of the people who need it in a timely manner. This session will walk participants through the creation and distribution of Dashboards in Ajera that will enable Project Managers to quickly see how their projects are performing, from multiple areas, including Budget Variance (hours and dollars), Outstanding Receivables and Profitability. |
| Costpoint | 1:00 PM - 4:00 PM | The Unbilled Receivable Reconciliation | Greg Luczyk | 3 hrs | View Description Does your company use the Unbilled Analysis Report on a monthly basis to identify and reconcile balances? When the balances continue to remain reconciled for months or years, where does someone start to reconcile and remedy the seemingly unexplained amounts? In this “hands on” session, attendees with follow a step by step exercise to examine Project Setup, Revenue and Billing history, and the General Ledger to trace activities impacting the Unbilled Receivable Account. The overriding objective will be to document and validate the balances appearing in the Unbilled Account. |
| Costpoint | 1:00 PM - 4:00 PM | Get the Biggest Bang for Your Buck with Costpoint BI Executive Dashboards | Rich Hardin | 3 hrs | View Description Learn how to create your own dashboards with advanced visualizations and interactivity with the newest release of Costpoint Enterprise Reporting. The items that previously took hours to build, now take mere minutes. Now, there is no need to be a BI architect, instead, a simple question can start your path to meaningful visualizations. |
| Costpoint | 1:00 PM - 4:00 PM | Discover Costpoint’s Flexibility to Integrate with Other Systems | Tom Kaminski | 3 hrs | View Description This will start with a discussion of the "Costpoint Integration Strategy", different types of integrations that can be done with Costpoint. We will talk about new concepts like "integration Platform as a Service (iPaaS)" which is a hub concept for connecting systems together that many large organizations use and Costpoint can connect to. Will also address the use of Costpoint tools like Extensibility, Web Services, Content Management Integration (CMI), and Web Services Enabled Worksheets in building integrations to other systems and within Costpoint. |
| Vantagepoint | 1:00 PM - 4:00 PM | Implementing Effective Workflows in Vantagepoint | JC Barnhart | 3 hrs | View Description Learn how to create Scheduled and User initiated Workflows to aid in automating your business process. This class will cover creating workflows that will enforce data quality accountability through the use of alerts, emails, field requirements by utilizing the various tools available through Workflows. |
| Vantagepoint | 1:00 PM - 4:00 PM | Ditch the Spreadsheets: Track All of your Data in One Place | Kenneth Wood | 3 hrs | View Description Dive into the realm of user defined fields and user defined hubs. This course will teach the setup, and nuances of user defined fields and hubs. Together we will test some use cases for user defined items in Vantagepoint. We will explore some previously used examples and discuss use situations for your firm to capitalize on this feature. After taking this course you will be able to create your own user defined fields and know how to set up user defined hubs. In learning these two functions you will be able to capitalize on the flexibility in Vantagepoint. You will leave with good examples of use cases so that you can get creative in your own database. |
| Vision | 1:00 PM - 4:00 PM | iAccess Today, Vantagepoint Tomorrow: How to Prepare Your Teams for Vantagepoint with iAccess (Nov. 10 & Dec. 9 Only) | Marlaina Mandeville | 3 hrs | View Description Don’t wait to be surprised!! Prepare now to make the jump to Vantagepoint a little easier! iAccess is the perfect way to prepare your teams for the new and exciting design and features of Vantagepoint while still using Vision. This workshop focuses on the use of in iAccess for entering Timesheets, completing Expense Reports, creating Opportunities, Companies and Contacts. |
| Ajera | 1:00 PM - 4:00 PM | Get the Right People on the Right Projects with Ajera Resource Budgeting and Scheduling | Damon Shratter | 3 hrs | View Description This session introduces detailed Resource Planning and Scheduling in Ajera. This session is designed for Project Managers to show how the information entered into the Project Command Center impacts your ability to bill Clients effectively, and have true insights into your projects. The use of Tasks, Consultants and Commitment numbers will be discussed as part of the Resource Budgeting process, which may not be applicable to users of Ajera Core. |
Event Cancellations
Cancellations will be refunded, minus a $100 processing fee per registration. Please send cancellations on or before the following dates:
- October 13, 2020 for the October 28th classes
- October 26, 2020 for November 10th classes
- November 24, 2020 for December 9th classes
No refunds will be given for any event cancellations received after these dates. Email all cancellations to: deltekuniversity@dlz.deltek.com