Background

Accounting software that boasts incredible capabilities can be an exciting purchase for a company – until they realize all the bells and whistles may be overwhelming when it comes to implementation. The goal for launching any new system is to have it go smoothly, efficiently, and effectively, but when the burden falls on the shoulders of team members to quickly become subject matter experts on this new software, the results can be frustration and possible failure.

Situation

When SparkCognition Government Systems (SGS) purchased Deltek Costpoint they were excited to use a new software that would help them reach their accounting potential. Initial efforts to begin the implementation had a few false starts. To get the Costpoint system functioning thoroughly and successfully, SGS needed to hire experts who have the depth and breadth of knowledge on both the software and GovCon compliance. That’s where the team at CohnReznick/WJ Technologies came in.

Keri Lansdell, Senior GovCon Accountant for SGS, credits her work with WJ Technologies’ ERP Director, Kris Fitzgerald, with the success of implementing their new Deltek Costpoint ERP software.

Kris helped Keri gain confidence and come to the realization that she had the ability to use the new system – she just needed the training and tools to get started. Keri appreciated the quick turn-around time whenever she reached out to the WJ Technologies team with questions and found their support and expertise made a night and day difference in her work life.

Before working with WJ Technologies on Costpoint:

  • Uncertainty on Costpoint functionality
  • General Ledger Chart of Accounts not fully developed
  • Pools were not configured to provide the desired Indirect Rate outcome

Results

After working with WJ Technologies on Costpoint:

  • Better understanding of Costpoint
  • General Ledger Chart of Account met industry best practices
  • Pools were re-designed and produced accurate Indirect Rate

Download the full story.

Solution

WJ Technologies gave valuable insight and presented options the team at SGS had not considered before. They offered solutions and continued support to ensure sustainable functionality and improvement throughout the implementation process.

By focusing on how they needed the software to work for them, asking leading questions to find efficiencies, and following industry standards, the WJ Technologies team gave SGS the tools they needed to reach their potential.

WJ Technologies helped SGS succeed by:

  • Reviewing the setup of their Costpoint system
  • Providing suggestions to improve the configuration
  • Training on:
    • Master file setup and accounting processes
    • Entering and processing Journal Entries
    • Entering and processing AP Vouchers
    • Processing AP payments (using Manual checks) and Cash Receipts, Calculating Revenue, and Calculating Invoices

Quotes

“WJT team members, Kris and Teresa, were critical assets needed to complete our first installation of Deltek Costpoint. They clearly and patiently explained the features of the modules for efficient use for our business. Advantages/disadvantages of selecting important aspects of applications were explained and implemented. Important setup steps were created to enable staff to begin processing transactions for all modules. Costpoint would not be operational without their help.”

Bill Gombar, Controller, SGS