Deltek Vision Review

Deltek
Product:
Vendor:
Founded:
Headquarters:
Deltek Vision
Deltek
1983
Herndon, VA
Ownership
Customers:
Deployment Model:
Free Trial:
Private
22,000+
Cloud
No
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Deltek Vision At A Glance

Good: Purchasing and Asset Management modules for companies that need to track purchase orders and fixed assets; helps companies gain new business, improve performance and streamline operations.
Bad: Interface isn't always user-friendly, not ideal for companies that don't need every module.
Bottom Line: Cloud-based integrated solution that enables professional service companies to track their entire project lifecycle from start to finish.

Product Overview

Deltek offers a wide range of solutions for project management. For our purposes, we’ll focus this review on Deltek Vision.

Deltek Vision is a cloud-based solution designed specifically to help professional service companies manage the entire lifecycle of their complex projects.

There are a number of benefits to Deltek Vision, such as:

  • Improved business performance
  • Streamlined workflows
  • Helps companies obtain new sales or business

Deltek Vision also benefits many different job roles. For instance, IT won’t need to worry about maintaining data on the company’s servers or maintaining software, as Deltek Vision is in the cloud. And executives will benefit from Deltek Vision, since it’ll help them determine if their staffing resources are sufficient for any given project.

Finally, Deltek Vision helps sales and marketing form new relationships with prospects, create proposals and close sales.

Deltek Vision is integrated with a company’s existing system via its Web Services application program interface (API). It also integrates with Microsoft Outlook.

Deltek Vision is composed of different integrated modules. We look briefly at each module in our Features section below.

Features

Deltek Vision’s modules are as follows:

  • Resource & Project Management: With this module, managers and executives can create new projects, assign staff and other resources, and determine if tasks/projects stay within budgets.
  • Time & Expense Management: Employees can record their time (including sick and vacation leave) for each project on each day within a two-week pay period. They can access and record their hours either via their PCs or a mobile device. As this module connects with other modules (Billing, Resource & Project Management), recording hours worked is done only once.
  • Financial & Project Accounting: This module includes full accounting and financial functionality, including a general ledger, accounts payable and receivable, revenue recognition, overhead, financial reporting, multi-company support and multi-currency support.
  • Purchasing: The Purchasing module tracks any purchasing and requisition done not just for each project, but for general company needs (e.g., materials, supplies, services).
  • Asset Management: Asset Management is the newest module that’s been added to Deltek Vision. It tracks the entire lifecycle of a company’s fixed assets, such as buildings, vehicles and other equipment.
  • Billing: The Billing module automates the workflow of the entire billing cycle. It includes billing requirements such as time and materials, fee-based and percent-complete billing, and multi-currency support. Users can also create final invoices using standard or customized templates.
  • Dashboard: The Dashboard provides real-time analytics on all projects, or specific projects. Users can drill down into each component for more information. In addition, users can access a standard or customized dashboard based on their roles.
  • Reports: Users can create specific reports from over 200 standard templates, as well as print and email them.
  • Other modules include Customer Relationship Management (CRM), Service Estimates, Proposal Automation and Performance Management.

We also want to point out some enhancements in Deltek Vision’s latest version, Version 7.5:

  • Client Activity Status Report
  • More streamlined proposal creation
  • Asset Management module
  • Ability to manage employees who work in more than one company location
  • Streamlined absence requests and other approvals
  • Ability to work with multiple general ledger budgets in a single view
  • Automation of bank reconciliation
  • Deltek iAccess Project Management Workspace and Business Development Workspace
  • Improved ability to stay updated on project milestones

  • Budget & Expense Management?
  • Collaboration?
  • File Sharing?
  • Gantt Charts?
  • Mobile?
  • Task Management?
  • Time Tracking?

Target Market

Deltek Vision is aimed at professional services firms (e.g., marketing, publishing) that range from start-ups to enterprises.

We’ve listed 10 of its customers below:

  • Above Security
  • Buro Four Project Services
  • Complete Healthcare Communications Inc.
  • Fieldstone Architecture & Engineering
  • HighPoint Global
  • Mactec
  • Pioneer Professional Services Group
  • The City of Arvada
  • Thompson Rosemount Group Inc.
  • V3 Companies Ltd.

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Implementation/Integration

For professional services firms, Deltek Consulting Services provides its PEAK Implementation Process Model. This methodology includes the following steps:

  • Project initiation
  • Approval of solution design by client
  • Building and testing solution
  • Establishing a production environment
  • Preparing organization to transition to new solution (includes training end users and finalizing documentation)
  • Go live and project closure

For both new and current clients, Deltek Consulting Services also offers a Vision optimization workshop on the latest features and benefits of Vision.

Deltek offers additional training via its Deltek University for both new and current clients. Topics range from product training to professional development. Its training options include learning portals, live online training and customized training.

Customer Service & Support

Deltek offers three support plans for its Cloud solutions (including Deltek Vision). They are:

Standard Care:

  • Phone support (cases are initiated online)
  • Web and email support
  • Live chat support
  • Up to two authorized support contacts
  • Business support eight hours a day, five days a week
  • User access to Customer Care Connect online support portal for documentation, tips and tricks, and more
  • Up to 24-hour response regardless of case severity
  • New releases and enhancements, hotfixes and service packs

Premium Care (includes all of the functions of Standard Care, plus):

  • Up to five authorized support contacts
  • Business support 12 hours a day, five days a week
  • Mission-critical support 24 hours a day, five days a week
  • Two-hour response for severity 1 cases (high-priority)
  • Four-hour response for severity 2 cases
  • Eight-hour response for severity 3 cases
  • 24-hour response for severity 4 cases (lowest priority)
  • 10% discount on Deltek University public classes
  • Up to five licensed users for Deltek University online portal

Select Care (includes all features of Standard and Premium, plus):

  • Up to 10 authorized support contacts
  • 24/7 mission-critical support
  • One-hour response for severity 1 cases (high-priority)
  • Three-hour response for severity 2 cases
  • Six-hour response for severity 3 cases
  • Eight-hour response for severity 4 cases (lowest priority)
  • Value-added support features including a dedicated point of contact at Deltek, direct access to Level 2 support, access to dedicated customer forums, biweekly proactive reviews and pre-hotfix notification
  • Participation in Customer Advisory Councils
  • Semi-annual product roadmap reviews
  • Admission to Deltek User Conference
  • 20% discount on Deltek University public classes

Pricing

Deltek doesn’t publicly display their pricing information. Please contact them directly for a quote.

Shortcomings

A few users have noted the Deltek Vision user interface could use some improvements, such as the ability to resize the screen.

Also, it may not be ideal for companies that only require specific modules, as all modules are included in the software.

Screenshots

Deltek Screenshot 1
Deltek Screenshot 2
Deltek Screenshot 3

About

Established in 1983, Deltek has a long history in providing HR, financial, marketing, project management and other solutions for professional services and other project-based businesses. It aims to help its clients focus less on administrative tasks and more on their businesses. Specifically, it helps clients identify new sales and business opportunities, manage their talent, comply with government regulations, measure their finances and more.

In addition to Deltek Vision, Deltek offers other solutions for CRM, HR, financial management, business performance and risk management, to name a few. It also offers solutions targeted to government, as well as small and mid-sized businesses (SMBs) and large enterprises.

Headquartered in Herndon, VA, Deltek has multiple locations both in the U.S. and globally, including Canada, France, Germany, United Kingdom and the Philippines.

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