The Client

Since 1983, Deltek has been a leading provider of application software and solutions to project businesses and professional services firms. Their software applications and solutions help more than 8,000 organizations achieve success worldwide. Deltek solutions encompass everything a project business needs in the front and back office, offering solutions for project and financial accounting, client relationship management, employee time and expense, proposal automation, corporate and project planning, human resources and payroll, materials management, business intelligence, e-business and more.

The Challenge

Since 2001, Deltek has considered FKA its training partner. We have trained several of Deltek’s professionals with our Instructional Techniques and CTT+ three-day workshop being mandatory professional development milestones for their trainers. In 2004, Deltek identified a requirement to re-design an existing two-day product course into a modular format.

The Solution

To support this requirement, FKA Consulting re-designed and developed Deltek’s two-day Costpoint training program that provided:

  • Revised learning materials that incorporated Adult Learning Principles.
  • A consistent Instructor Guide designed to support classroom and web-delivered strategies.
  • Modularization of courseware such that each chapter was designed as a standalone learning module that could be configured with other related modules to provide a customized learning program for specific client needs.

The Results

Following the project FKA debriefed with the Training Director who indicated that they were thrilled with the new program and forwarded the following feedback received from one of their clients who completed the Costpoint Accounts Payable training following the re-design:

“While I have found great value in understanding the application areas through other manuals, this manual really helped me and my fellow students learn the application from an accounting function processing basis. The addition of process flow charts and bullet point procedure lists for key AP tasks provided a learning framework, which helped me and others stay on focus during the training and relate the application features to actual work experience. The visuals also provided the students with excellent reference materials, which can be used to reinforce training through work process on an ongoing basis. Many of the clients in the class remarked that they would use the diagrams and lists to develop and support building internal processes and procedures for Costpoint AP as part of their normal accounting work activities and as tickler lists for managing their work and resolving problems which may have resulted from overlooking of forgetting when to use a feature or what steps in processing and data completion are necessary prerequisites for completion of key accounting and reporting activities. Thank you and your team for this document, and its enhanced focus on using Deltek as part of key account work processes in AP.”

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