Software’s Grids module pulls data directly from DLR Group’s Deltek Vision ERP system to automate previously manual forecasting.
MINNEAPOLISJune 1, 2017—To more accurately forecast revenue and staffing needs among 1,000-plus employees in 27 offices worldwide, top-ranking integrated design firm DLR Group purchased EleVia Electronic Invoicing software and its optional Grids module.
“We’ve historically created a six-month rolling forecast manually on spreadsheets,” said DLR Group Financial Systems Director Chris Haferbier. “That may have been sufficient when we were smaller, but in the past two years we added seven offices and more than 350 people through numerous acquisitions. We needed a more sophisticated and accurate way to forecast.”
So now instead of manually updating forecasting spreadsheets, which took several days each month, DLR Group project managers can electronically pull data directly from Deltek Vision and update Vision automatically from the grid using EleVia’s Grids module. “Not only can we project revenue more accurately,” Haferbier explained, “we can also assess needed workload across our offices more accurately, and adjust staffing accordingly.”
EleVia Electronic Invoicing is an add-on product for Deltek Vision that automates the invoice review process to speed billing and improve cash flow. The optional Grids module allows firms to create user-defined grids that pull select data from Deltek Vision. The module is most often used for forecasting.
This is the second EleVia product DLR Group has purchased. The firm purchased EleVia Payables Approval & Tracking software in 2012. “EleVia’s strength is in creating base Vision-integrated products that can easily be customized to meet clients’ specific business needs,” Haferbier said. “We can adjust the software so it provides maximum value for us.”
About EleVia Software
EleVia Software is a Central Consulting Group company that develops, delivers and supports software to extend the value of the Deltek Vision ERP system. Architecture, engineering and professional service firms use our products to elevate and enhance key financial and operational processes. The products automate tasks, improve productivity, reduce operating costs, and provide valuable insight into project performance and profitability. Our flagship products include EleVia Electronic Invoicing, EleVia Payables Approval & Tracking, EleVia A/R Management & Collections, EleVia Field Services Suite and EleVia Advanced Search. For more information, visit www.eleviasoftware.com.
About DLR Group
DLR Group is an integrated design firm delivering architecture, engineering, interiors, planning and building optimization for new construction, renovation and adaptive reuse. Our promise is to elevate the human experience through design. This promise inspires sustainable design for a diverse group of public and private sector clients; local communities; and our planet. DLR Group is 100 percent employee-owned and fully supports the initiatives and goals of the 2030 Challenge, and is an initial signatory to the China Accord and the AIA 2030 Commitment. For more information, visit www.dlrgroup.com.