The Owners' Manual | Issue 11 | Fall 2017

WHATARETHE MODULES BEINGADDED? a Client Relationship Management (CRM) module, for managing all aspects of the client relationship, from developing new leads to engagement of services and beyond, and a Resource Planning (RP) module, for planning our projects and projecting and managing resource/staffing needs. WHAT’S GOING ON NOW, ANDWHO’S DOINGWHAT? The RP and CRM teams are meeting, working with the outside consultants, testing the system, and providing feedback. A small group of Super Users (some members of the module teams, as well as individuals identified by their Directors) are beginning to test the system and providing feedback, prior to rollout. WHAT’STHE SCHEDULE? We expect that most of the RP and CRM will be rolled out by Deltek by the second quarter of 2018. WHENWILL I BE INVOLVED? If involved as a Super User, you are already, or will be, participating in the module implementation process. If you are a project manager, when the RP is operational, you will use the RP to forecast resource needs, instead of the RPT, and will also be using the system to plan out your projects (both schedule and budget), and possibly to estimate fees. If you are involved in business development, when the CRM is fully operational, you will use the CRM, instead of BL’s business development trackers, to track leads, clients, and activities (client touchpoints) and manage and track project prospects (probabilities, status, etc.). If you are assigned to a project, you will be able to see information about this on your weekly timesheet as soon as the RP is operational and your PMs are planning their projects in the RP. SOMETHING ELSEYOU MAY NEEDTO KNOW… Change is coming.This is an exciting and important time at BL. These changes are not only important for the health and stability of BL, but will be the foundation of our future growth.

issue 11 // 29