Upload
openasset
View
355
Download
1
Tags:
Embed Size (px)
Citation preview
Deltek + OpenAsset Partnership
Solutions aimed at helping AE firms win more business • Deltek Vision: Leading project-based ERP+CRM
• OpenAsset: Leading project-based DAM
• Combined 4,500 AE firms use OpenAsset and Deltek Vision
Financial Management
Marketing
Resource Planning
Project Management
Forecasting
Why Deltek Vision + OpenAsset?
Singular source of project information.
Automatic image tagging. Easily find photos by connecting
images with Vision data.
Efficiently produce business development
materials.
Amy AndersonMarketing CoordinatorShive-Hattery
8 Years of Deltek Vision use: Responsible for ensuring project data is complete in Deltek Vision
Member, Deltek Vision Planning team at Shive-Hattery: Focused on optimizing the company’s use of Vision to track all project data
4 Years of OpenAsset use: Involved with the initial setup of OpenAsset and is responsible for Uploading, tagging, ranking images. Recently named database administrator.
OUR MARKETS SECTORS: Industry, Government, Education, Healthcare, Commercial and Telecommunications
OFFICE LOCATIONS:
• Cedar Rapids, Iowa City and West Des Moines, Iowa
• Moline, Downers Grove, Bloomington and Chicago, Illinois
• Valparaiso, Indiana
• Chesterfield, Missouri
EMPLOYEES: 375
Shive-Hattery: National Rankings• # 211 - Engineering
News Record’s “Top 500 Design Firms”
• # 15 - Building Design + Construction magazine’s Engineering and Architecture Giants list.
Before DAM
Images stored on network server by project in folders for photos (large and small format) and photo sheets (InDesign and PDF format)
File paths to PDFs and images added to Files tab under projects
Run report in Vision to
locate project codes
Find project folders in
server
Locate and extract
individual images for use
Place into InDesign or
PPT documents
Old Process: Creating a Proposal/SOQ
Mary NortonMarketing Manager & Database AdministratorSundt Construction
6 Years at Sundt Construction: Dual role as Database Administrator and Marketing Manager
Marketing Manager: Oversees all proposals for project pursuits
Database Administrator: OpenAsset and Deltek Vision • Initial Set Up and Launch of both software programs companywide• Upload photos and validate data• Develop customer reports• Train users (120 Vision, 50 Open Asset)• Oversee integrations (website, etc.)
Sundt has 1,200 employees and 9 offices
ENR Rankings: • #62 – Top 400 Commercial Builders • #46 – Top 100 Green Builders• #3 – Top Contractor - Southwest
Building Design + Construction Rankings:• #62 – Top 300 Commercial Building Contractor• #68 – Top Construction Management Firms• #61 – Top Healthcare Sector Construction Firms
• #
OpenAsset at Sundt Construction
23,940Photos
Space savings valued at $3,000 annually
Server storage reduced by 50%
OpenAsset is the singular source of project photos
Deltek Vision + OpenAsset Connector
No need to install anything on your Vision server
All syncing and field mappings done via OpenAsset
An integration icon shows which OpenAsset fields are synced with Vision fields
Quickly search within OpenAsset to find and sync Deltek Vision projects
Use group permissions to control access sync Vision projects with OpenAsset
Choose to retain or strip out vision's HTML text formatting during sync with OpenAsset
Future of DAM + Deltek Vision
Custom objects/Resume production
Deltek Vision Proposals module integration• Select OpenAsset images from within Deltek
• Send PDFs to DAM