Ajera Consulting

Training Packages

Find Ajera Training Packages Fit for Your Firm’s Needs


Leverage a Deltek Consultant to equip your team with the proper product training that reinforces Ajera best practices. Check out our available list of Ajera Consulting Training Packages on a variety of topics to help set up your firm for long-term success.

 
Costpoint CRM

Ajera Change Management

Whether you struggle with employees not recording timesheets on a regular basis, billing review cycles take too long, project managers are confused on which report to use, or principals find it difficult to interpret the financials – Deltek Consulting is here to help relieve some of the stress by working closely with your firm to uncover areas that can be improved to help make using Ajera easier.

This services package is designed firms who are struggling with their staff’s adoption of Ajera. Work with a Deltek Consultant to review your current settings and identify areas for system setup and/or process changes to drive the use of Ajera by your staff.

 
Costpoint CRM

All About WIP

Work In Progress (WIP) can be a difficult concept for some clients to understand when reviewing project and financial reporting – sometimes being dismissed, misunderstood, and misused. Firms that are unfamiliar with thinking about WIP can become frustrated when seeing values in reports that are larger than expected, or when negative values of WIP are reflected. Although it sometimes gets a bad reputation, WIP is highly critical to your business and Deltek Consulting can help your firm begin to see the benefits and understand how to best manage it.

This training is designed for firms who are struggling to understand, manage, and report WIP effectively. Our team of consultants can help demystify some of the nuances of WIP so your firm can begin to get more accurate project and financial reporting.

 
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Pipeline Reporting in Ajera

Whether your firm only has a few proposals to track or hundreds, Ajera provides a great way to get all budget information in one place. This will also enhance other project management tools in Ajera, including schedule manager, project workload, and employee workload reporting. Using Ajera’s business development functions will improve your firms reporting and tracking by budgeting all proposals in one central location and allow you to start including active work and pipeline in forecasts.

This training is designed for firms who want to setup projects before they are awarded to allow the forecast of pipeline, track the win/loss trends of projects, see the actual cost of pursuing certain work, and get better use out of other project management functions within Ajera.

 
Costpoint CRM

Project Management Adoption Essentials

Are your project managers finding it hard to understand what features in Ajera are best for tracking their projects and which reports can be used for quick and reliable information? This training is designed for firms who are already using Ajera project templates for project set-up but need more insight into the tools their project managers can use to track progress. In this offering, your firm will have the opportunity to work 1:1 certified Ajera consultant for training on the essential concepts of project management using Ajera.

 
Costpoint CRM

Project Management Adoption Boot Camp

The Project Management Adoption Boot Camp is designed for firms interested in learning more about project management best practices and how to leverage Ajera’s capabilities to maximize project success and profitability. This Boot Camp gives your firm the opportunity to work 1:1 certified Ajera consultant. All content for the Boot Camp will be tailored to your firm’s needs and will be delivered using your firm’s actual data and projects.

 
Costpoint CRM

Stress Free Financials

Having accurate financials is crucial to any business. Whether you are new or have years of experience, keeping subledgers reconciled to your balance sheet can be a struggle if you are not familiar with the tools and best practices for Ajera. With tax deadlines looming and pressure from financial advisors for answers, the task of cleaning things up can be daunting. In this training, we can help you feel confident in the numbers you are sharing, teach you how to quickly identify errors each month, and how to fix problems as they are found instead of letting them persist.

Ready to get started? For more information and pricing,
contact us today at: AjeraConsulting@deltek.com