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Premier Consulting & Integration

Platinum

Overview

Premier Consulting & Integration (PCI) is the leading provider of financial management consulting services, implementation and audit support for government contractors and marketing agencies.

www.pci.us
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Related Sessions

  • Sponsor Session
    Costpoint (CP)
    Costpoint: User Experience & Innovation
    Business Operations
    Finance/Accounting
    IT
    Management/Executive
    Intermediate
    CPA
    1
    Group Live
    What You'll Learn in This Session: • Introduction to APIs: Understand what APIs are and how they function. Learn the benefits of using APIs for data transfer and system integration. • Connecting Platforms to Costpoint: Discover how integrating various platforms with Costpoint can streamline operations. Identify key platforms that can be integrated with Costpoint for optimal efficiency. • Commonly Used APIs: Review the most commonly used APIs in business operations. Understand their functionalities and applications. • Advanced API Offerings: Delve into more complex API offerings and their potential benefits. Explore advanced use cases that require sophisticated API solutions. • Preparation Steps for Building Integrations: Learn the essential steps required to prepare for API integrations. Gain insights into best practices for successful implementation.
    Computer Software & Applications
    Costpoint (CP)
    Show Costpoint Tile
    10:00 a.m. Wednesday, Nov 13
    Wednesday, Nov 13
    The greatest efficiencies to be had when using sophisticated software platforms lie in the ability to transfer data effectively and eliminate redundancy. In this session, we will explore APIs and how connecting platforms to Costpoint can enhance the usability of the solution while minimizing data entry issues. By the end, you will have a comprehensive understanding of how to leverage APIs to enhance your Costpoint platform, improve data transfer efficiency, and reduce redundancy in your workflows. Join us to unlock the full potential of your software solutions.
  • Tips & Tricks
    Workbook (WB)
    Marketing
    Intermediate
    Marketing Agencies
    1
    Group Live
    After this session, attendees will: - Understand key features of Deltek WorkBook for project management and resourcing. - Apply Scrum and Sprints methodologies within Deltek WorkBook to improve project schedules. - Discuss how accurate project plans enhance time tracking and ease time entry for users.
    Communications and Marketing
    Workbook (WB)
    Show Workbook Tile
    2:00 p.m. Wednesday, Nov 13
    Wednesday, Nov 13
    Unlock the full potential of Deltek WorkBook for efficient project management and resourcing. This session will guide you through the system’s functionalities, including Scrum and Sprints, to streamline project schedules and enhance team collaboration. Learn how accurate project plans simplify time tracking and make it easier for users to enter their time. Discover best practices for integrating these tools into your workflow, optimizing resource allocation, and driving successful project outcomes, along with strategies for effective user adoption.
  • Sponsor Session
    Costpoint (CP)
    Costpoint: Business Intelligence & Forecasting
    Business Operations
    Finance/Accounting
    Management/Executive
    Project/Program Management
    Intermediate
    CPA
    Government Contracting
    1
    Group Live
    Here’s what you’ll learn: • Enhanced BI Security Integration: We'll take a deep dive into BI security and its seamless connection to project role security. This integration is key to keeping your data secure yet accessible to the right team members. • Security Considerations for SQL and Data Modeling: We'll discuss the essential security measures for using SQL and data modeling in reporting. Securing your SQL queries and data models is vital for protecting sensitive information and ensuring the integrity of your reports. • Improved Reporting Functionality for Project-Based Roles: Project Managers and other project-based roles will gain from the enhanced reporting features in Costpoint 8.2. We'll compare the new capabilities with those in previous versions, showing you how these improvements can streamline project management and provide deeper insights into your data.
    Computer Software & Applications
    Costpoint (CP)
    Show Costpoint Tile
    3:00 p.m. Wednesday, Nov 13
    Wednesday, Nov 13
    Are you ready to explore the enhanced Business Intelligence (BI) features in Costpoint 8.2? This session is designed to provide a comprehensive overview of the latest updates and improvements, with a particular focus on BI security and its integration with project role security. Join us to gain a thorough understanding of the updated BI functionality in Costpoint 8.2 and learn how these enhancements can benefit your project management and reporting processes.
  • Tips & Tricks
    Workbook (WB)
    Marketing
    Basic
    Marketing Agencies
    1
    Group Live
    1. Integrate Power BI with Deltek WorkBook: Learn how to seamlessly connect Power BI with Deltek WorkBook to create comprehensive, real-time reports that offer deep insights into your agency’s projects and financials. 2. Leverage PowerLaunch Dashboards: Explore how to harness the full potential of Deltek WorkBook's Dashboards, enabling quick access to key performance metrics and data-driven decision-making. 3. Unlock Customization Capabilities: Dive into the customization options available for Power BI and Dashboards, tailoring your reporting tools to meet the specific needs and goals of your agency. 4. Implement Best Practices for Reporting: Learn to automate and optimize reporting processes in both Power BI and Dashboards, empowering your team to make proactive, informed decisions that drive agency success.
    Communications and Marketing
    Workbook (WB)
    Show Workbook Tile
    Thursday, Nov 14
    11:00 a.m. Thursday, Nov 14

    Unlock the full potential of your agency by integrating Power BI with Deltek WorkBook. This session will explore how these powerful tools can be leveraged to create dynamic, real-time reports that enhance project management and financial analysis. You'll learn how to generate actionable insights, streamline processes, and make data-driven decisions that lead to successful project outcomes. Whether you're looking to integrate Power BI or make the most of Dashboards, this session provides practical strategies for optimizing your agency's reporting capabilities.

  • Sponsor Session
    Costpoint (CP)
    Costpoint: Finance and Accounting
    Finance/Accounting
    Intermediate
    CPA
    Government Contracting
    1
    Group Live
    What Will You Learn? • Month-End Process: Gain step-by-step guidance for a smooth and seamless month-end close. Master critical steps and best practices to save time and reduce errors. • Optimal Timing: Timing is crucial. Learn when to generate essential reports for accuracy and efficiency. Understanding these timing nuances can significantly improve your financial reporting. • Easy Reconciliation: Reconciliation doesn't have to be a hassle. Follow our proven steps for effortless reconciliation between your inventory subledger and general ledger. Get tips and shortcuts from experts to simplify this complex process.
    Accounting (Governmental)
    Costpoint (CP)
    Show Costpoint Tile
    Thursday, Nov 14
    3:00 p.m. Thursday, Nov 14
    Join our expert-led session to master the art of reconciling manufacturing back to the General Ledger (GL). This comprehensive training is designed to transform your reconciliation process. Learn streamlined techniques and gain all the insights you need to simplify your month-end tasks. Don't miss this opportunity to streamline your financial processes and enhance your month-end efficiency.

    • Speakers

    Headshot of William Bainton

    Bill Bainton

    Senior Principal Materials Consultant

    Premier Consulting & Integration (PCI)

    Bill is an accomplished Principal Consultant specializing in Materials Management with extensive experience in implementing and optimizing Deltek's Costpoint ERP software. With a career spanning over two decades, Bill has consistently delivered successful projects across multiple government contractors and various industries.

    Headshot of Mehul Desai

    Mehul Desai

    Senior Consultant

    Premier Consulting and Integration (PCI)

    Mehul has 18 years of experience in Costpoint, Time & Expense, and Cognos/Business Intelligence, and is the subject matter expert for Business Intelligence, Time & Expense, Labor/Leave and Accounts Payable.