EPISODE · Jul 9, 2025 · 44 MIN
How AE Firms Can Win with Tech, Data, and Strategy – Deltek’s Megan Miller
from Word On The Street · host Morrissey Goodale
Mark and Mick sit down with Megan Miller, Senior Director of Product Marketing at Deltek, to break down the most compelling findings from the 46th Annual Deltek Clarity Report—featuring insights from nearly 700 AE firms across the US and Canada. From rising net revenue per employee to shifting industry mindsets, Megan unpacks how the most successful firms are using data, tech, and strategic planning to drive growth. You'll hear what separates firms that thrive from those that fall behind—plus key benchmarks and future-facing trends heading into 2025. Topics Include: - Industry performance and financial benchmarks - AE firms’ adoption of tech and automation - Strategic use of data for growth - Project management best practices - The real cost of lagging behind in innovation - What to expect at the 2025 M&A Symposium in Vegas Don’t miss this if you're in leadership, strategy, or biz dev in AE. Topics 01:05 Guest Introduction: Megan Miller 01:55 Overview of the 46th Annual Deltek Clarity Report 02:27 Key Insights from the Clarity Report 06:34 Industry Sentiment and Trends 10:16 Financial Performance Highlights 16:00 Strategic Use of Data for Growth 20:23 Shifts in Industry Mindset 22:13 Strategic Pursuits in AE Firms 23:25 Integrating New Technologies 25:00 Misconceptions and Costs of Technology 26:18 Genuine Innovation vs. Marketing Hype 30:01 Net Revenue Per Employee Insights 34:33 Industry Outlook and Client Engagement 40:54 Transforming Operations with Deltek Solutions 42:29 Final Thoughts and Wise Words 📩 Don’t miss an episode — subscribe here: https://www.morrisseygoodale.com/word-on-the-street-podcast
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How AE Firms Can Win with Tech, Data, and Strategy – Deltek’s Megan Miller
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