Dive into the transformative world of Costpoint’s extensibility with our comprehensive session. We’ll cover the essentials of customizing the user interface, adding new screens, and implementing custom business rules. Additionally, we’ll explore the intricacies of setting up notifications, customizing reports, and, importantly, tailoring workflows to your operational needs. Learn how these powerful extensions can optimize your processes, elevate user experience, and contribute to a more efficient, responsive organization.
Infotek Consulting LLC
Platinum
Overview
Infotek stands as a beacon of innovation and excellence in the industry. As an award-winning Deltek implementer, we pride ourselves on delivering top-tier solutions that empower businesses to succeed. With a customer-centric focus, we approach every project with transparency and integrity, fostering strong relationships built on trust. At Infotek, we don't just implement solutions; we forge partnerships that drive growth and success.
Booth 20
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1
Group Live
1. Understand the core components of Costpoint’s extensibility and its potential to enhance your business operations.
2. Learn how to customize the user interface to modify on screen labels to align with terms specific to you.
3. Discover the process of adding new screens to Costpoint, allowing for a more tailored application that fits your unique project demands.
4. Delve into the creation and application of custom business rules to automate processes and ensure compliance with organizational policies.
5. Explore the setup of timely notifications to facilitate better communication and prompt action within your teams.
6. Master the customization of reports to extract valuable insights and support data-driven decision-making.
7. Gain expertise in customizing workflows to streamline your business processes and improve overall efficiency.
Specialized Knowledge
Costpoint (CP)
Show Costpoint Tile
10:00 a.m. Wednesday, Nov 13
Wednesday, Nov 13
Sponsor Session
Costpoint (CP)
Costpoint: Business Intelligence & Forecasting
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Finance/Accounting
IT
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Construction
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Aerospace & Defense
Energy, Oil and Gas
Government Contracting
Manufacturing
Management & IT Consulting
Nonprofit
1
Group Live
Accounting (Governmental)
Costpoint (CP)
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4:00 p.m. Wednesday, Nov 13
Wednesday, Nov 13
Embark on a Costpoint BI journey: Navigate the interface and master report crafting for actionable insights. Learn to design headers, automate reports, and construct complex queries. Dive into Report Studio for precise prompts, effective filters, and professional formatting. Create dynamic calculations and utilize powerful functions for meaningful insights. Design informative headers/footers, schedule automated reports, and join queries seamlessly. Transform data into actionable intelligence and navigate the data ocean with confidence.
Speakers
Jawa Buddhavarapu
Chief Development Officer
Infotek Consulting, LLC
Jawa has over two decades of experience architecting and developing solutions for Costpoint Users. He has extensive experience in Costpoint Extensibility, Integrations, and Workflow.
Gautam Mehndiratta
CEO
Infotek Consulting, LLC
Gautam Mehndiratta is a distinguished professional with a wealth of experience in the technology sector. He is the Chief Executive Officer of Infotek Consulting, a company he founded in 2006 with the aim of transforming technology solutions for businesses of all sizes. Before establishing Infotek, Gautam honed his skills at Deltek, where he led the management, delivery, and successful implementation of Deltek ERP systems for a variety of clients.