Check out our Costpoint Health Check video
Trust Lexell Blue to help you optimize your Costpoint investment.
Check out our Costpoint Health Check video
Trust Lexell Blue to help you optimize your Costpoint investment.
Lexell Blue is proud to be a Gold sponsor at Deltek Insight 2017! We hope to see you there in Nashville October 23 – 26, 2017.
We are hard at work on our presentations to help make this conference a success. Make sure to add our sessions to your Insight agenda:
CP-89 Smoothing the Way for M&A
Tuesday October 24th 2:00pm Ryman Studio D
Mergers, acquisitions, divestitures, OCI spin-offs… today’s business landscape is constantly changing. Each of these occurrences require your business systems to change as well to combine, separate or segregate information, restructure data and adjust processes. Attend this session to learn best practices, a proven approach, and tips and tricks for successfully handling the technical impact of these business changes on your Costpoint systems.
CP-90 Costpoint Wellness 101
Tuesday October 24th 3:20pm Ryman Studio H/I
Is your Costpoint system well-tuned and in shape to support your current business needs? Wellness is defined as the state of being in good health, especially as an actively pursued goal. If you have been using Costpoint for many years, have experienced significant business changes or staff turnover, or just feel like you aren’t using the system to its fullest, this session will help you evaluate your system and processes, and identify steps to take to actively improve your Costpoint health.
We are once again sponsoring the chair drop at the GovCon mini-general session..don’t miss out on your gift, you’ll have to attend to get one!
Lexell Blue is proud to announce the addition of Dan Marvin to the Platinum Team.
Dan joined Lexell Blue as a Platinum Team Member in September 2017 and has 28 years’ experience with government contracting and non-profit contracts and grants. In 1985, with his graduate degree in Piano from Peabody Conservatory, Dan went to Europe to launch a music career, but found himself working in the Accounts Payable office of a U.S. military contractor. In 1989, he completed course work at University Maryland, University College and passed the CPA exam. Dan worked with Mitchell/Titus & Co auditing government contracts and indirect cost rates for the Departments of Energy and Labor. In 1992, he joined the National Research Council of the National Academy of Sciences as an internal auditor and later as an Accounting Supervisor. From 1996 to 2001 he worked as a Controller in the international non-profit development field. His experience implementing Costpoint in difficult environments led to launching his own consulting practice working with international companies, both commercial and non-profit.
Since 2002 Dan has been working as a Costpoint consultant in the areas of projects, billing, pool allocations, accounting, multi-currency, multi-company, inter-company work orders and consolidations.
Dan lives in Reston, Virginia.
Lexell Blue is happy to announce the addition of Ying Guo to the Platinum consulting team.
Ying joined Lexell Blue in September of 2017 as a Platinum Team Member and has over 15 years of experience in the government contracting space. Ying started his career as a MS SQL Database Specialist on the Costpoint/T&E implementation team at Eagle Group International. In September of 2005, Ying joined Deltek as an HCM Consultant and specialized in non-Costpoint T&E implementations and integration including JD Edwards, PeopleSoft and Oracle. He then transitioned to a Deltek Senior Data Conversion consultant with a focus on integrating Costpoint and 3rd party software, automating ETL of financial data and utilizing Deltek Web Service API. He also performed Costpoint and TESS database restructures, merges and custom software design. After leaving the consulting world in 2010, Ying designed and implemented an Integration Platform (I.C.E) for Technology & Business Solutions (TBS) with over 200 custom integrations. Ying’s experience has also allowed him to create self-service software integration packages for clients with limited Costpoint/T&E knowledge.
Ying has a Bachelor of Science in Computer Science from Georgia Institute of Technology. He currently resides in Atlanta, GA and enjoys spending time with his family. Ying also currently holds a FAA Private Pilot’s License.
Over the years, many of our clients have expressed interest in leveraging Deltek T&E to capture labor and travel costs for subcontractors. We are pleased to share with you that Deltek has recently added this functionality to Costpoint 7.1.1 and T&E 10. Deploying this process will not only save many hours of data entry by a company’s AP staff, but it can also positively impact cash flow as billing of subcontractor hours can be performed in a more timely manner. We would like to take the opportunity to provide a couple highlights of this enhancement.
Upon establishing a Subcontract Purchase Order, vendor employees are added to Work Assignments in the AP module. This is where vendor employees are linked to the specific PO line, PLCs (where applicable) are linked as well as the rate paid to the vendor for the vendor employee’s work performed on a project. When utilizing the Work Assignments screen, there is no longer a requirement to setup Manage Vendor Employee Workforce as we’ve now, in essence, authorized the vendor employee to work on the project. Deltek has also provided screens to capture the vendor employee’s skills, training and security information to include US citizenship and security clearances. We can think of these two master data screens as a version of Vendor Employee Workforce and Employee Master combined, allowing many of the vendor employee attributes to be housed in Costpoint instead of externally.
On the T&E side, vendor employees can be provided rights to enter timesheets and/or expense reports. As with employees, there is a seamless integration of the vendor employee data to T&E. Once the vendor employee timesheet and/or expense report has been signed and approved, a process is run which creates a subcontractor voucher in Costpoint which can then be approved by a company representative for posting. As with employee timesheets, once the voucher has been posted it is then available to include on a customer bill.
There are obviously many more details which encompass the process, but we see this as a game-changer and the answer to many of our client’s needs without resorting to customization. Please feel free to reach out to the Lexell Blue team to discuss this new capability, and the benefits it can provide to your company – Info@LexellBlue.com
Lexell Blue is proud to announce the addition of Tasha Tillman to our team!
Tasha joined Lexell Blue in April 2017 as a Platinum Member and brings with her over 30 years of diverse experience in government contracting and the commercial industry. Tasha began her career in multiple accounting roles before accepting the role of COO/CFO of a Northern Virginia marketing firm. In 1999, she joined Deltek, Inc. as a Senior Support Analyst. Tasha held several other roles during her tenure including Custom Application Business Analyst and Principal Consultant for Costpoint ERP where she oversaw all phases of Costpoint implementations from concept to launch, including integration with other Deltek solutions as well as 3rd party applications. Prior to joining Lexell Blue, Tasha was the Director of Business Systems & Services for a government contractor where she oversaw all ERP applications. In this position, she led several acquisition integrations, upgrades, new product implementations, and provided process improvement with both BI reporting and system customizations
Tasha has enjoyed the opportunity to work in several positions with large government contractors which has resulted in a unique blend of both cross-functional and technical expertise. Through the course of her career, Tasha’s holistic view of ERP landscapes has resulted in extensive experience in managing system implementations and upgrades, BI report development, end-user training, and system integrations from identifying requirements to implementations. In addition, her varied knowledge of accounting, finance and human capital has allowed her to serve in a Solution Architect role in support of Costpoint, Time & Expense and Cognos. Tasha not only enjoys working with end-users, but also understanding complex issues and providing impactful solutions.
Tasha studied IT Management at Capella University and Accounting at University of Alabama, Birmingham. She currently resides on the Gulf Coast of Alabama.
Lexell Blue, LLC and Sand Solutions Limited are pleased to announce that the two firms have joined resources in establishing a partnership to fortify and enhance the value provided to clients. Through this strategic alliance, clients will experience a network of support unlike any other available. In the forefront is the professionalism of application specialists and an assurance in the background that data is secure, available and leveraged to meet the demands of business.
Lexell Blue has long been recognized for its proven capabilities of delivering high-quality implementation services and integration of Deltek products, encompassing Accounting & Finance, Project Manufacturing, Human Capital Management functional areas, and also technical support with data migration and restructures, merging acquired companies (acquisition integration) and Cognos. Similarly, Sand Solutions has demonstrated over 10 years of providing secure and compliant hosting and managed services within the same market. As the demand for leveraging application capabilities and providing personalized, secure cloud environments continues to be the focus of a total integrated solution, the strategic alliance between the two firms allows clients to maximize the value and support available from two of the leading Deltek Solution providers. Together, the firms provide a uniquely tailored and customized cloud environment hosted by and within the two Sand Solutions data centers while receiving application training, implementation, customization services and support with Lexell Blue. Both firms are excited about the alliance and look forward to presenting more information to prospects and clients.
Travis Watson, President and CTO of Sand Solutions says “The alliance allows clients to define a cloud environment that meets their needs while being assured that the application implementation is being leveraged and integrated to maximize value. A one-stop shop where solutions are aligned to meet business needs.”
“Lexell Blue is proud to be aligned with a reputable and professional application hosting provider such as Sand Solutions.” says Paul Whiteman, Partner at Lexell Blue. “The partnership adds value for clients by combining extensive Deltek product application and database knowledge, with robust back end infrastructure and support”.
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Lexell Blue is happy to announce the addition of Susan Wright to the Platinum team.
Susan joined the Platinum Team in January 2017 after being a valuable Lexell Blue member since 2014. She has over 20 years of Government Contract Accounting and Auditing experience. Susan started her career in Auditing and Accounting departments in various roles at several large Government Contractors and CPA firms. She also worked on Deltek software implementations for several companies initializing GCS Premier (formerly Deltek System 1), as well as converting from GCS Premier, Unanet or QuickBooks to Costpoint.
Susan provides significant domain expertise in Costpoint Accounting, Project and People modules, including Multi-Currency and Multi-Company functionality. She provides implementation services, troubleshooting and clean-up, as well as training in these modules.
With Susan’s Government Contract Accounting and Deltek experience, she provides analysis and recommendations on processes, as well as process improvements. She has been instrumental in documenting policies and procedures for each release and developing customized training programs for multiple public and private companies.
Susan achieved her Certified Public Accountant status, a Bachelor of Science in Accounting from the University of Alabama at Birmingham, and an Associate of Science in Business Management from Jefferson State Community College. She currently resides in Huntsville, AL, where she enjoys spending time with her family, friends and dogs.
Costpoint Materials users:
Register here, a free 60 minute consultation session with one of our experienced Costpoint Materials / Manufacturing or BI/Cognos consultants. Please include a description of the topic you want to cover and we will be in contact to schedule the session. See below for offer terms.