SURVICE Scales Operations with Deltek and Costpoint

What began as a limited set of modules expanded over time as the company's workforce and customer needs evolved, giving SURVICE the functionality required to support increasingly complex government contracts. By moving to Deltek Costpoint in the cloud and adopting the new Costpoint experience, SURVICE modernized how employees interact with mission-critical data and workflows. The intuitive interface and streamlined navigation made it easier for teams to access information quickly, collaborate more effectively, and make faster decisions across the organization.

Samantha Presser, HR Specialist for SURVICE, credits Costpoint’s new user interface (UI) as a meaningful driver of operational efficiency, particularly in how it simplifies access to data and reduces friction across daily workflows. She points to Costpoint’s custom reporting capabilities and more intuitive user experience as key reasons teams can work smarter and move faster at scale. "It has been a game changer for us," she noted, pointing to the platform's custom reporting capabilities — including tailored HR reports for employee retention, government compliance, VETS, and EEO filings — as a key example of how Costpoint supports SURVICE’s operations.

AI-Powered User Experience Helps Teams Move Faster

As SURVICE adopted the Costpoint UI, Presser immediately noticed how much easier it became to navigate workflows, retrieve information, and complete everyday tasks. Combined with Dela, Deltek's AI-powered orchestrator, the modern interface reduces the time spent searching through menus or running manual reports, helping teams stay focused on higher-value work.

According to Presser, the combination of the new Costpoint experience and Dela has significantly streamlined how her team accesses information. “Instead of having to go in, search for data, and run reports. I can pose a question to Ask Dela and I can get an answer almost immediately,” Presser said. “That helps me to be able to move the mission quicker.”

With the new UI, built on the Deltek Harmony framework, the SURVICE team can navigate directly to the information they need through simplified workflows and intuitive navigation paths, eliminating unnecessary clicks and reducing time spent drilling through menus. This combination of conversational AI and intuitive navigation reflects Deltek's commitment to making powerful tools genuinely accessible, and help SURVICE move with more speed in their day-to-day operations.

One of the most impactful aspects of the rollout for Presser was Deltek’s customer-centric approach to building the new experience. Prior to launch, she participated in hands-on usability sessions with Deltek product teams, providing direct feedback on navigation, workflows, and day-to-day usability improvements. Presser believes that collaboration helped ensure the new Costpoint experience was designed around how customers actually work, making the transition smoother and helping users feel more confident adopting the new interface. “The transition was seamless for us. We embraced the change early, and it helped our teams become more efficient faster.”

A Trusted Partner for Compliance and Beyond

For a Department of Defense contractor whose employees work with classified information on military installations, CMMC compliance is mission-critical. Presser highlighted Deltek's proactive approach to compliance readiness, noting that the company anticipates regulatory requirements rather than simply reacting to them, which helps SURVICE align its own workforce and systems well ahead of mandated deadlines.

“CMMC compliance is very much a priority for us because we are a Department of Defense contractor,” she said. “It is of the utmost importance that we maintain all of our information to the top, most secure level. And Deltek has really helped with that because of their innovation and their forecasting of the compliance needs that are coming up in the future.”

Additionally, SURVICE is supported by Deltek Marketplace Partner, A2B Tracking, who provides a fully automated, government property management platform that streamlines their lifecycle asset tracking, mobile barcode inventories and automated reporting. This solution has modernized SURVICE’s Property Management to provide complete IUID Compliance, robust lifecycle asset management capabilities from start to finish, and improved confidence in their ability to pass DCMA audits.

Beyond compliance, Presser points to Deltek's customer-first culture and commitment to continuous innovation as major reasons SURVICE continues to embrace new capabilities. "You're only as successful as the tools and the people in your organization," Presser said. After more than 15 years, she has no doubt that Deltek will continue to be part of SURVICE's success going forward.