Customer Case Study
Deltek Vision^® Consulting Customers

Engagement Management Software for Consulting Firms

V2 Systems, Inc.

"We now spend way less time on administrative tasks and more time being billable. In a year we've seen revenues increase by 20%!" Guy Hinkler, Owner and CEO, V2 Systems

Over the past 13 years, V2 Systems has grown from a small, home business to a thriving, full-service IT consultancy. After enjoying several years of significant growth, CEO and owner, Guy Hinkler, knew it was time for V2 to move to a solution that would help them manage and continue to increase that growth.

V2 needed a more sophisticated project accounting, resource management and CRM system that could take them through the entire service delivery cycle. They looked at a number of systems, but none had the range and integration of Deltek Vision.

With the guidance of Deltek Partner, Jewell and Associates, V2 was able to quickly implement Deltek Vision and efficiently streamline their processes – eliminating double entry, increasing visibility and employee utilization and improving their bottom line.

Fullhouse Media

"Vision was really the best fit for our business model." Jan Grimes, Controller with Fullhouse Media

Fullhouse Media is an interactive, project-based consulting agency specializing in B2B, consumer and event-driven sales and marketing communications. The firm began an aggressive growth track in the early 2000s, expanding into new industries and taking on several new projects while juggling an increasing workload.

As a result, Fullhouse needed an enterprise solution to manage the growing firm's projects, employees and accounting functions while improving efficiency and productivity. After evaluating several different options, including Microsoft Dynamics Solomon, Fullhouse selected Deltek Vision, a comprehensive enterprise solution.

Fullhouse now uses Vision to manage nearly 1,500 active projects via integrated project management, CRM, time and expense and accounting functionality dramatically improving data reliability and productivity.

Chadwick Martin Bailey

Chadwick Martin Bailey (CMB) is a custom marketing research and consulting firm servicing clients in more than 30 countries and in 13 different languages. As a result of significant growth, CMB found itself utilizing three disparate systems of data and a host of inefficient manual processes that did not provide the critical visibility and reporting needed to help manage the firm’s growth, commitments and opportunities.

Within three months, 12 years of history and valuable historical data about clients and projects was live in Deltek Vision. Now, Chadwick Martin Bailey has a fully integrated, web-based solution that combines Resource Management, CRM, sales analysis, time & expense, project management, and accounting and financial into a single system with many benefits, such as:

• Executives can quickly see real-time status of their pipeline, helping them manage the future.
• Project Managers use Deltek Vision’s Resource Planning and utilization to monitor and manage the progress of each project, helping to ensure they meet the critical client deliverable deadlines, and avoid project failure.
• The firm can now effectively manage remote employees all over the world, instantly recording time and expenses as they are incurred. They are able to report critical trends, opportunities, assignment changes, and the status of various engagements.

Exponent, Inc.

Exponent, Inc., a world-renowned scientific research and analysis consulting firm, assists clients with their most complex technical challenges. With their staff of over 800, they bring a multidisciplinary team of scientists, physicians, engineers and regulatory consultants to critical business issues.

The firm needed an automated way of responding to client inquires that provided the thorough search for any conflicting situations. In 2006, Richard Schlenker, Chief Financial Officer, began searching for the best integrated solution that would satisfy the critical, detailed demands of their business development and project-acquisition process, meet the requirements of a publicly traded and international company and provide the special features and management information needed by this project-based firm.

The leadership team at Exponent looked to Deltek as the leading provider of enterprise applications software built specifically for project-focused consulting businesses. They knew Deltek Vision could streamline many facets of their business, provide key integration and leverage the infrastructure of the web. With Vision, Exponent has set processes for managing the incoming client requests, performing a conflict search, generating the necessary documents and automatically converting winning opportunities into projects, with valid data automatically entered and approved. And, with VisionXtend, they have a tailored solution for their specific needs and the flexibility to change screens, add fields, build workflows and enhance approval processes.