Issue10_SpringSummer2017

WHATARETHE MODULES BEINGADDED?

Client Relationship Management (CRM)

module, for managing all aspects of the

client relationship, from developing new leads to engagement of services and beyond, and

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.

Super Users (some members of the module teams, as well as individuals identified by

their Directors) will be testing the system and providing feedback, prior to rollout.

WHAT’STHE SCHEDULE?

We expect that RP and CRM will be rolled out by Deltek in August 2017.

Our

objective is to have both modules fully operational by early 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.

And finally, this year, and continuing into next, Deltek will be making changes

to the system’s user interface (i.e., what you see when you use the system).

They are calling it iAccess, and it will have a more user-friendly look and feel.

Instead of accessing Deltek/iAccess through a desktop application like you do

now, you’ll be able to access it through your web browser from any location.

Deltek is rolling out these changes, module by module, and the timing of their availability

has led us to extend the timing of our implementation of the RP and CRM modules.

Due to Deltek’s rollout delay, now scheduled for August, we have delayed the

rollout of the iAccessTime and Expense module (T&E; i.e, your timesheet)

until the RP and CRM are available.

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