VI-237 It’s NeverToo Late:Using an EffectivenessReview to Revitalize Visionin Your FirmInsight 2011Presented byCarrie Lued...
Agenda   Introductions   Gausman & Moore Implementation Overview   Challenges Faced   Effectiveness Review Overview  ...
Key Takeaways       Understand that it is never too late to improve Vision within your firm       Be able to articulate ...
Introductions Carrie Luedtke, Business Manager, Gausman & Moore Pamela Ingram, Director of Strategic Services, Central  ...
Introductions (cont.)   Gausman & Moore Associates, Inc.   Founded 1935   Headquarters in Roseville, MN; Offices in Dul...
Gausman & MooreImplementation Overview Initial Implementation     Legacy Systems: Sema4 and Excel     Implementation: O...
Gausman & MooreImplementation Overview Post Implementation Additions     Modules: 3 Seats of CRM in 2007     Training: ...
Gausman & MooreImplementation Overview March 2010 Status of Vision     Underutilization Company-wide     Perception as ...
Gausman & Moore EffectivenessReview Trigger CRM Needs Potential Future Loss of Key Individuals Need to Better Understan...
Gausman & Moore EffectivenessReview Trigger Initial CRM Implementation Meeting Realizations…      Under-utilization of V...
Effectiveness Review Overview What is an Effectiveness Review                                                   Tools    ...
Effectiveness Review Overview Steps in an Effectiveness Review      User Feedback      Database Review      Process Re...
Effectiveness Review Overview What is Business Process Modeling Why do Current and Proposed Benefits Raven13   5/22/20...
Gausman & Moore EffectivenessReview Process Core Team Identified      Management Representatives      Varying Tenures  ...
G&M Effectiveness ReviewProcess Separated CRM, Project Planning and Newforma into Three Efforts Steps for Each Segment  ...
G&M Effectiveness ReviewOutcome and Benefits Technology Gains:      Increased CRM licenses to Series-wide      Implemen...
G&M Effectiveness ReviewOutcome and Benefits Process Gains:      One Set of Company-wide Processes      Process Documen...
G&M Effectiveness ReviewOutcome and Benefits Cultural Gains:      Improved Buy-in      Better Communication      Momen...
Lessons Learned fromOriginal Implementation    Waited Too Long for Next Steps    Wrong Approach: Application vs. Process...
G&M Effectiveness ReviewPersonal Lessons Learned    Giving More Access is Not Compromising the Database    Avoid Pre-Jud...
Implementing EffectivenessReview in your Firm When is it Time Finding the Best Assistance Develop a Strong Core Team D...
Conclusion      Determine if the time is right for an effectiveness review in       your firm      Identify the proper t...
Q&ACarrie Luedtke, Business Manager     Gausman & Moore     651-604-3142     cluedtke@gausman.comPamela Ingram, Director o...
Engage With The DeltekAE Community                                twitter.com/deltekvision                                ...
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Deltek Insight 2011: It’s Never Too Late: Using an Effectiveness Review to Revitalize Vision in Your Firm

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  • This slide details the main “what’s in it for me”! Basically, what will the audience gain by attending the session. This details the session objectives.
  • This slide is a wrap-up of the session. The speaker would provide a review of the main session objectives.
  • Deltek Insight 2011: It’s Never Too Late: Using an Effectiveness Review to Revitalize Vision in Your Firm

    1. 1. VI-237 It’s NeverToo Late:Using an EffectivenessReview to Revitalize Visionin Your FirmInsight 2011Presented byCarrie Luedtke & Pamela Ingram
    2. 2. Agenda Introductions Gausman & Moore Implementation Overview Challenges Faced Effectiveness Review Overview Gausman & Moore Effectiveness Review Process Outcome and Benefits Lessons Learned Implementing an Effectiveness Review Q&A2 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    3. 3. Key Takeaways  Understand that it is never too late to improve Vision within your firm  Be able to articulate the benefits of undergoing an effectiveness review  Understand the steps to a successful effectiveness review  Develop a plan for executing an effectiveness review in your firm3 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    4. 4. Introductions Carrie Luedtke, Business Manager, Gausman & Moore Pamela Ingram, Director of Strategic Services, Central Consulting Group4 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    5. 5. Introductions (cont.) Gausman & Moore Associates, Inc. Founded 1935 Headquarters in Roseville, MN; Offices in Duluth, MN and Santa Clarita, CA 80 Employees Mechanical, electrical, plumbing (MEP) and data engineering consulting services  Major Markets:  Healthcare  Retail  Recreation  Hospitality  Education  Worship  Office  Mixed-use  Government5 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    6. 6. Gausman & MooreImplementation Overview Initial Implementation  Legacy Systems: Sema4 and Excel  Implementation: October 2004 - April 2005  Modules Originally Purchased (100 series):  Accounting, Billing, Time, Payroll, Resource Planning  Implementation Consultant: Deltek  Internal Core Team: Accounting Department Only  Implementation Approach: Application  Training:  Accounting: Application Training  Others: Timesheet Training Only6 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    7. 7. Gausman & MooreImplementation Overview Post Implementation Additions  Modules: 3 Seats of CRM in 2007  Training:  Project Managers: Search and Report Training in 20077 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    8. 8. Gausman & MooreImplementation Overview March 2010 Status of Vision  Underutilization Company-wide  Perception as “Big Timesheet Machine”  Shareholders and Project Managers Read-Only Access  All Vision Knowledge Limited to Accounting  Expensive Purchase with Limited ROI  Heavy Excel Reliance  Redundant and Duplicative Processes  Limited On-going Training  Multiple Unused Modules8 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    9. 9. Gausman & Moore EffectivenessReview Trigger CRM Needs Potential Future Loss of Key Individuals Need to Better Understand Revenue vs Expenses In the initial CRM implementation meeting bigger issues came to light…  Realized how much we were underutilizing Vision and how much data was being duplicated by different departments  It became obvious how much cross-over there was with data in the different departments  Wanted to realize our investment in Vision9 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    10. 10. Gausman & Moore EffectivenessReview Trigger Initial CRM Implementation Meeting Realizations…  Under-utilization of Vision  Data Redundancy  Process Inefficiencies  Buy-in Deficits10 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    11. 11. Effectiveness Review Overview What is an Effectiveness Review Tools Process People11 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    12. 12. Effectiveness Review Overview Steps in an Effectiveness Review  User Feedback  Database Review  Process Review  Additional Data Collection Good Candidates for Effectiveness Review Timing of an Effectiveness Review Who Should Participate in the Effectiveness Review Process12 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    13. 13. Effectiveness Review Overview What is Business Process Modeling Why do Current and Proposed Benefits Raven13 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    14. 14. Gausman & Moore EffectivenessReview Process Core Team Identified  Management Representatives  Varying Tenures  Cross Section of Departments  Varying Vision Use  Varying Buy-in14 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    15. 15. G&M Effectiveness ReviewProcess Separated CRM, Project Planning and Newforma into Three Efforts Steps for Each Segment  Current Process Mapping and Analysis  As-is Walkthrough  Proposed Process Mapping  System Re-Configuration  Training  Roll-Out15 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    16. 16. G&M Effectiveness ReviewOutcome and Benefits Technology Gains:  Increased CRM licenses to Series-wide  Implemented CRM and Resource Planning  Implemented Newforma and Integrated with Vision  Automated Processes and Notifications (Workflows)  Excel Data Integration (50+ Spreadsheets Retired)  Extended Reach of Vision within the Company16 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    17. 17. G&M Effectiveness ReviewOutcome and Benefits Process Gains:  One Set of Company-wide Processes  Process Documentation  Increase in Process Efficiency17 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    18. 18. G&M Effectiveness ReviewOutcome and Benefits Cultural Gains:  Improved Buy-in  Better Communication  Momentum to Do More with Vision  Duplicate Efforts Reduced/Eliminated  Commitment to On-going Training  Development of Standing Vision Committee18 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    19. 19. Lessons Learned fromOriginal Implementation Waited Too Long for Next Steps Wrong Approach: Application vs. Process Training Security Involve Users in the Implementation/Build Buy-In Management Buy-in is Critical Weekly Meetings after Implementation Demographic of Core Team19 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    20. 20. G&M Effectiveness ReviewPersonal Lessons Learned Giving More Access is Not Compromising the Database Avoid Pre-Judging Users Giving Up Control is Gaining Control Better Understanding of Vision Find a Consultant to Help Move Your Boundaries Ownership of Process vs Ownership of Software Start Today – Don’t Wait Until You Have Time Take one Piece at a Time, But Plan All Pieces Together20 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    21. 21. Implementing EffectivenessReview in your Firm When is it Time Finding the Best Assistance Develop a Strong Core Team Define the Scope Start Today – Don’t Wait Until You Have Time21 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    22. 22. Conclusion  Determine if the time is right for an effectiveness review in your firm  Identify the proper team to execute the effectiveness review  Document both where your processes currently stand as well as where you would like them to be in the future  Remember to analyze and tweak culture, process and tool22 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    23. 23. Q&ACarrie Luedtke, Business Manager Gausman & Moore 651-604-3142 cluedtke@gausman.comPamela Ingram, Director of Strategic Services Central Consulting Group 952-288-5865 pam.ingram@centralconsultinggroup.com23 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
    24. 24. Engage With The DeltekAE Community twitter.com/deltekvision deltekae.wordpress.com deltekvisionblog.wordpress.com facebook.com/deltekinc youtube.com/user/deltekinc24 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved

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