Welcome to the KL Coles ERP blog!
We try to write insightful and more importantly useful articles that both our existing clients and prospective clients can use to improve their businesses. We write on everything from new Deltek product reviews, case studies on problems we have solved for our clients, ideas we have to make a business more efficient, as well as topics of a more human nature. If it relates to technology, people, process, automation, etc. and how it affects a project based or professional services business then we will write about it.
We hope you find this information useful and encourage your feedback through comments on our posts or if you have a topic idea or a question specific to your business that you would like some insight on, feel free to drop us a line at email@example.com and we will try our best to write a personalized article for you…don’t worry we will change the names to protect the innocent :)
Happy New Year!
I would like to take this opportunity to wish all of our clients a very happy and prosperous 2015! I cannot believe it’s been 8 months since I last published a blog post. While it’s easy to say I was busy – and I did had a very busy year – the...read more
Creating File Structures from Vision – Part 4 – Performance
Overview: It’s been well over a year since I last wrote about how we can create folder structures on servers and networks whenever a new project is created in Vision. If you haven’t had chance to read those posts yet, I suggest you go back and read through...read more
Subscribing to a Vision Expert’s Brain
Ok admittedly the title might throw some people off but before I go on to explain myself let’s talk a bit about subscription based services. Think about it, most of us already subscribe to services or pay annual fees to get extra services for things we buy:...read more
Deltek Vision Navigator 1.6 Update
It’s been about 4 months since my last post! That’s way too long…I have been extremely busy but as I always like to say…everyone is busy….no excuses! I need to heed my own rules more and find time to keep up my blog. So following on that...read more
Rackspace Cloud Servers
KL Coles ERP is now a Rackspace partner! KL Coles is proud to announce that we are now a Rackspace Hosting Member Partner. This means we can help you transition your business critical services and applications into the cloud with Rackspace. Move your Vision system...read more
Managing E-mail in a project based organization
Overview Managing your company’s project e-mail in any kind of organized fashion is always a challenge. At the root of the problem, most organizations are simply trying to minimize their risk. Good record keeping is essential if your company is ever involved in...read more
Moving Vision to the Cloud
Overview Cloud, cloud, cloud….and some more cloud. Yes Cloud is a word that is everywhere these days and many engineering firms are moving many of their traditional IT functions to the cloud. Probably the most common is Hosted Exchange, perhaps SharePoint or any...read more
What’s in a number?
Overview I get a lot of questions around Project Numbering in Vision, questions like: what are best practices? what is a good numbering format? what are the limitations? how do I create custom auto numbers? Many of the questions around project numbering don’t...read more
Creating File Structures from Vision – Part 3 – Refinement
Overview As with all good ideas, there is always a way to make it better! So if you’ve been following this blog you already know how we can take a simple action like taking out a new project in Vision and use some workflow, SQL and PowerShell to create folders...read more
Key Conversions on a grand scale
Overview Most seasoned Deltek Vision users have experience using the Key Conversion utilities. Key Converting is basically a way to modify Key fields in your database like Project No. (WBS1), Org, etc. without breaking important relationships within the database. Key...read more