The Data Mavens is a consultancy working with architecture and engineering firms to audit and optimize Deltek Vision for its fullest return on investment. Our clients come to us to leverage Vision/Vantagepoint for marketing. We resolve challenges with: PROPOSAL/SF-330 ⇢ Tracking projects/resumes in Word/InDesign creating a “marketing black hole” ⇢ Consistent photography selection/Open Asset integration ⇢ Automatic InDesign formatting for Vision output ⇢ Customizing SF-255/SF-330 CRM ⇢ Engaging seller-doers in BD ⇢ Evaluating leads with go/no-go ⇢ Categorizing data for multidisciplinary architecture/engineering services ⇢ Organizing subconsultant teams ⇢ Managing contact data and email lists REPORTING/WORKFLOW/SECURITY ⇢ Reporting not intuitive/accurate ⇢ Streamlining process with notifications/alerts ⇢ Updating security creating right access with least privilege Clients can engage us for any part of our 3-step process: 1. STRATEGY SESSION/SYSTEM ANALYSIS ⇢ Learn what’s possible ⇢ Understand gaps between your existing setup and your needs ⇢ Receive recommendations, best practices, and a road map 2. IMPLEMENTATION Our road map provides clear steps you can self-implement or you can hire us to: ⇢ Collaborate on design ⇢ Handle configuration ⇢ Set up workflows/reports ⇢ Develop documentation ⇢ Train your team 3. DATA MAINTENANCE Marketing is expected to manage significant data plus concurrent proposal deadlines. Outsourcing can save time and improve accuracy. Your team gets to focus on crafting compelling proposals, while we: ⇢ Organize existing data for entry/import ⇢ Conduct quality assurance review ⇢ Improve proposal closeout/handle ongoing updates THE BOTTOM LINE Our approach supports your firm’s overall objectives for system use, and everyone gets what they need: ⇢ Marketing: Modernized configuration and training ⇢ Accounting: Protection for sensitive data ⇢ IT: Improved security Learn more by contacting hello@thedatamavens.com