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Professional services firms with 75–500 employees whose leadership teams need reliable project, financial, and utilization reporting — particularly those running Deltek Vantagepoint or similar project ERP platforms.
Phased engagement beginning with a reporting assessment, followed by dashboard design, build, and deployment. Ongoing retained support available for report maintenance and evolution.
Deltek Vantagepoint
Comprehensive audit of current reporting environment, gap analysis, and prioritized roadmap for dashboard and analytics improvements. Deliverable is a documented plan, not a build.
Design and development of role-based dashboards within Deltek or connected BI platforms — project profitability, utilization, pipeline, financial performance, and custom KPIs.
For firms that need deeper analytical capability — custom calculated fields, cross-module reporting tables, predictive utilization modeling, and integration with external data sources.
Retained engagement for report maintenance, new dashboard development, data quality monitoring, and adaptation as business requirements and organizational structure evolve.
Most professional services firms have a reporting problem they've learned to live with. Month-end reports arrive late. Utilization data lives in a spreadsheet that one person maintains. Project profitability is a guess until the project is over. And when leadership asks a question the standard reports don't answer, someone spends two days building a one-off analysis.
The underlying issue is rarely the data itself — it's the structure. ERP systems contain enormous amounts of useful information, but without defined reporting architecture, that information stays fragmented across modules, departments, and individual workbooks. The result is a firm that collects data diligently but extracts insight poorly.
For firms billing $20M–$200M annually, this gap between data collection and decision-quality reporting represents real margin. Firms with clear project visibility consistently outperform firms without it — not because they have better people, but because their leaders see problems earlier and respond faster.
Our analytics engagements are designed to close the gap between what your ERP knows and what your leadership sees. We work within your existing platform environment — extending its native reporting capabilities and, where necessary, connecting external BI tools.
Reporting Assessment — We audit your current reporting environment: what exists, who uses it, what's missing, and where manual workarounds have filled the gaps. This produces a prioritized roadmap of reporting improvements.
Dashboard Design — Reports and dashboards are designed around specific decisions your leadership team needs to make — project profitability, utilization, pipeline health, revenue forecasting, backlog analysis, and overhead management. Every visualization has a purpose.
Data Architecture — Where necessary, we restructure how data flows between modules and systems to ensure reporting inputs are clean, consistent, and timely. This may include calculated fields, custom reporting tables, or integration with external data sources.
Build & Deploy — Dashboards and reports are built within your existing platform environment (Deltek native dashboards, Informer, Power BI) and deployed with role-based access — leadership sees leadership metrics, project managers see project metrics, accounting sees financial metrics.
Training & Enablement — Teams are trained to interpret and interact with the new reporting environment. Self-service capabilities are built in where appropriate so routine questions don't require analyst involvement.
Assess — We interview stakeholders across the organization to understand what decisions they need data for, what they currently use, and where the gaps are. This isn't a technology audit — it's a decision audit.
Design — Reporting architecture is designed around your firm's specific KPI framework, organizational structure, and management rhythm. Mockups are reviewed and approved before any build work begins.
Build — Dashboards and reports are built in phases, with each phase validated against real data before moving to the next. We test with actual firm data, not sample sets.
Embed — Deployed reports are integrated into your firm's operating cadence — weekly leadership reviews, monthly financial close, quarterly planning. Reports that don't get used don't add value.
