aj-02: better mouse trap: streamlining your processes to ...€¦ · aj-02: better mouse trap:...

AJ-02:Better Mouse Trap:Streamlining Your Processes to Maximize Your Results

Paula Killebrew, CFO, CFI Companies Inc., Houston, TX

Jean Sheets, CFO, COO, Fox Engineering Associates Inc., Ames, IA

Paula Killebrew• CFO of CFI Companies – MEP Firm

• 39 years in AE industry in Finance and Operations

• Always used a Deltek product or one purchased from Deltek—

Ajera is my Favorite

• Leader of Houston User Group

• AUA Board of Directors

• Married to an architect

• Live, sleep, eat and drink this business!

Jean Sheets • With Fox Engineering since 1996

• CPA, CMA

• Live in Nevada, Iowa with husband, Patrick

• 2 children, 2 grand children, and one on the way!

• Avid golfer, quilter, reader & lover of the Iowa State Fair

• Past AUA President, currently on AUA Board of Directors

• When I’m not too busy with my “fun”, love working at FOX!

62!

AUA Member?

Do you belong to an Ajera User Group?

Who has worked in Ajera longerthan 10 years?

Who’s here?

One of the most dangerous statements when trying

to make change:

We’ve never done it like this before.

Definition of PROCESSES:“… a systematic series of actions directed to some end."

What have you done for years, then stopped and found out that you really didn’t need

to do it anyway?

So, how can you work smarter not harder?

Project Management

• Review who is entering projects

• Send PMs to snapshot

• Train your PMs on the software

General Ledger• Review monthly

• Close every month

• Reconciliation process recommendedin Ajera Learning Center

• Recurring JEs

• Cash Receipts

• Proper Controls

Monthly Financials

• Early cut-off date

• Prepare financials by the 2nd weekof the month

• Cash and/or accrual

• JEs

Expense Reports

• Attach back-up through Ajera

• Have a schedule to pay and stick to it.

Accounts Payable

• Do you make paper copies?

• File electronically

• Are you using the pay when paid feature?

WIP

• WIP Aging Report

• Discount Old WIP

• Handling Sub-Consultants

Invoicing

• Invoices don’t get paid, when the draftis sitting on someone’s desk.

• Bill all through the month

• Paperless?

• Templates

Paula's Words of Wisdom

Paula's Words of Wisdom

A days work in a day.

Read, read, read.

It's that one lost piece of paper that's going to kill you.

You're a leader in this company!Set a good example!

Remember – You are the FACE of FOX!

Jean’s Words of Wisdom

Tell Us YOUR Story

Just remember….

It couldalways beworse!!!

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Membership Benefits

Founded by Users, for Users – Join Today!www.ajerausers.org

Access to the premier expert Ajera users and consultants

Priceless knowledge base for tips, tricks and reports

Invaluable hands on learning opportunity at the Annual National Conference

User-to-User Networking

Exclusive member access to the National User Conference

Access to our user-to-user question and answer portal

Invitations to quarterly webinars

Access to community directory of individuals and companies

Affordable membership

Access to members-only community resources

*Membership: $225/year for your entire company!

Why YOU should be a member Benefits

LinkedIn @ Ajera Users Associationwww.linkedin.com/groups/8478394

2020 Users ConferenceApril 21 – April 24, 2020

San Diego, California

Founded by Users, for Users – Join Today!www.ajerausers.org

Hands-On Learning in Small, User-friendly Classrooms

Practical & Applicable Class Topics

Direct Access to Instructors & Consultants

User-to-User Networking

Affordable Registration Fees

Why YOU should attend:

Registration & Brochure Coming Soon!