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About

Deltek Costpoint Experts

Jeff is a highly experienced consultant with over 20 years of expertise, specializing in ERP implementations, with a particular focus on Deltek Costpoint. Known for his calm demeanor under pressure, Jeff ensures teams remain focused and productive, even in the most challenging environments. His unwavering dedication to customers, teams, and projects ensures that all stakeholders are supported, especially during critical implementation periods. Jeff’s comprehensive skill set enables him to identify potential issues early and align all project components to stay on track, delivering measurable value to clients.

His expertise spans across various ERP systems and financial platforms, where he bridges the gap between business processes and technology. Jeff’s deep knowledge of ERP architecture, data movement, and best practices allows him to design tailored solutions that align with organizational goals and ensure seamless system integration.

Overview of Jeff’s Consulting Approach

Jeff distinguishes himself through his ability to maintain composure in high-pressure environments. His steady demeanor keeps teams focused, facilitating consistent progress toward project milestones. With a commitment to client success, Jeff prioritizes accessibility and provides hands-on support throughout the project lifecycle, particularly during peak implementation phases. His experience enables him to spot areas needing improvement and ensure project components remain aligned and on schedule.

Customer-Centric Approach

Jeff immerses himself within client organizations to gain a deep understanding of their business processes. By adopting a holistic approach, he ensures that ERP solutions are precisely tailored to meet operational needs and align with broader organizational goals. Jeff’s ability to integrate ERP systems seamlessly into business operations guarantees that his clients achieve both short-term project objectives and long-term strategic outcomes.

Industry Expertise and Professional Experience

Jeff’s career reflects a blend of business administration education—emphasizing accounting—and extensive hands-on technical knowledge. His diverse experience includes:

  • ERP Implementation and Solution Design
  • Director of Applications and Development
  • Accounting Manager
  • Cost Analyst
  • General Accounting, Billing, Revenue, Payables, Receivables, and Audits

With more than 50 successful ERP implementations across a wide range of industries—from small businesses to enterprises generating billions in revenue—Jeff’s expertise ensures smooth project execution and system optimization.

Expertise in Large and Complex ERP Systems

Jeff excels at managing complex ERP landscapes, seamlessly integrating on-premise, cloud-based, and hybrid systems. His ability to bridge technical and functional requirements enables clients to optimize their operations and achieve business process alignment. His expertise shines in consolidating multiple entities and reconfiguring ERP systems to support new growth or acquisitions, ensuring seamless data and process integration.

Deltek Costpoint Mastery

With over two decades of experience working with Deltek Costpoint, Jeff has developed deep expertise in the system’s data structure, business process alignment, and best practices. His understanding of data flow, configuration, and foundational design ensures optimized system performance. Jeff’s mastery includes:

  • Data Structure and Integration: Expertise in the movement and linking of data across Costpoint modules
  • Business Process Flow: Mapping and aligning business processes with Costpoint’s capabilities
  • System Configuration: Tailoring settings to meet specific organizational needs
  • Foundational Design: Building foundational elements, such as chart of accounts, organizational structures, and master data
  • Best Practices and Compliance: Ensuring implementations adhere to internal controls, industry standards, and regulatory compliance

Jeff’s ability to design Costpoint solutions that are scalable, compliant, and aligned with business objectives makes him a sought-after expert in both implementations and reconfigurations. Whether optimizing processes, consolidating entities, or supporting new implementations, Jeff’s deep knowledge of Costpoint ensures that clients achieve operational excellence.

Technical Expertise

Jeff’s technical proficiency spans across multiple platforms, ensuring seamless integration and efficient business operations. His technical skills include:

  • Relational Databases: Expertise in managing data, building queries, and database integration
  • Cognos Reporting: Designing custom reports and dashboards for actionable insights; optimizing report performance
  • Stored Procedures and Data Conversion: Writing and optimizing procedures for efficient data handling and system integration

Functional Expertise in Accounting and Business Processes

In addition to his technical skills, Jeff has deep expertise in accounting and business operations, including:

  • Accounting and Finance: Managing general accounting functions, audits, and unbilled reconciliations
  • Workflow Management: Designing and optimizing workflows to improve operational efficiency
  • Payroll and Timekeeping: Processing payroll, managing timekeeping systems, and enforcing policies
  • Asset and Security Management: Tracking organizational assets and managing system security

Broad Platform Experience

Jeff is proficient in integrating and optimizing multiple financial and ERP platforms to support seamless business operations. His platform expertise includes:

  • Deltek Costpoint: 
    • 20+ years of experience in system implementation, configuration, and optimization
    • Expertise in business process alignment, data structure, and best practices
  • Cognos Reporting: 
    • Design and development of financial dashboards and custom reports
    • Proficiency in data querying, stored procedures, and report performance optimization
  • Concur: 
    • Integration of travel and expense management with ERP systems
    • Automation of expense reporting and policy enforcement
  • Ariba:
    • Implementation of procurement and supply chain processes
    • Vendor management, contract compliance, and strategic sourcing
  • Workday:
    • Payroll, HR, and financial management integration
    • Workflow configuration for employee benefits and reporting
  • ADP:
    • Payroll management, tax filing, and compliance integration
    • Expertise in managing employee data and time-tracking policies
  • Custom-Grown Applications:
    • Design and development of tailored software solutions to meet specific business needs
    • Seamless integration with existing ERP platforms to enhance business performance

Jeff’s broad skill set ensures efficient cross-platform workflows, smooth data flow, and actionable reporting, empowering organizations to focus on strategic growth and operational efficiency.

Conclusion

Jeff’s 20+ years of experience, particularly with Deltek Costpoint, combined with his technical expertise and business acumen, make him an invaluable asset to any organization. His ability to manage both the functional and technical aspects of ERP implementations allows him to deliver high-quality, customized solutions that align with business goals. Whether supporting smaller organizations or navigating large, complex ERP environments, Jeff consistently drives successful outcomes, ensuring that his clients achieve long-term success and operational excellence.