Deltek Vision

Powerful Software for Project-Related Businesses

Deltek Vision keeps professional service firms on top of problems that can derail your success and facilitates better decision-making by delivering mission critical information to your desktop at the click of a mouse. Visualization, Dashboards and award-winning reports are a few of the many ways that Deltek Vision provides the information you need to effectively and efficiently manage your business.

Deltek Vision Helps You:

• Improve Business Performance - Deltek Vision keeps your management team on top of problems that can derail your success and facilitates better decision-making by delivering mission critical information to their desktop at the click of a mouse with Visualization, Dashboards and award-winning Reports.
• Streamline Your Operations and Execution - From Resource and Project management, to Financial and Project Accounting, Time and Expense Management, through Client Billing, Purchasing, Payroll Document Management and Mobile Applications, Deltek Vision delivers comprehensive, integrated capabilities to help firms like yours efficiently track and manage your business.
• Win More Business To win more business and drive future growth, you need clear insight into which potential projects represent the best opportunities for your firm. Marketing and sales investments need to be made based on an accurate cost/benefit analysis. Deltek Vision includes everything you need like CRM, Services Estimating and Proposal Automation to easily identify and manage opportunities, leverage critical client information to develop targeted marketing/sales programs and quickly generate proposals.

Accounts Payable

See the information on Financial and Project Accounting

Accounts Receivable

See the information on Financial and Project Accounting

Billing

Dramatically Improve Cash Flow

The financial health of your firm relies on timely and accurate billing. Vision Billing supports complex and diverse billing requirements, including time and materials, fee-based and percent-complete billing. Designed for the unique billing requirements of project-based firms, it automatically captures every billable labor and expense transaction, applies rate tables and employee overrides, calculates fees, handles multiple currencies, generates draft and final invoices using the templates and formats of your choice, and manages write-offs and adjustments. Deltek Vision’s Billing module automates the end-to-end billing process, improves efficiencies, and helps you maintain a positive cash flow.

Customer Relationship Management

Manage the Entire Customer Relationship Lifecycle

Deltek Vision Customer Relationship Management (CRM) automates the entire lead-to-execution project life cycle by encompassing all of the tools you need to win new business and strengthen existing relationships. Automate client and contact management, opportunity tracking, marketing campaign management, business development and activity management. Integrate with Microsoft Outlook and Lotus Notes to facilitate more collaboration throughout the organization. With a single central source of information accessible to everyone in your firm, you are empowering your team to fully leverage their collective knowledge.

Part of winning new business is ensuring that the project and services estimates that you produce are based on a sound analysis of the costs and the margins you are trying to achieve. In addition, managers need a tool to quickly produce accurate estimates and then turn those estimates into active plans once the work had been secured. Deltek Vision’s Services Estimating capabilities simplify labor and expense estimating by automatically calculating project costs and margins. Integrated with Deltek Vision’s Resource Planning module, approved service estimates are seamlessly converted into an active project plan, thereby reducing input error and improving overall efficiencies.

Document Management

Encourage Information Sharing

Meet the challenge of effective collaboration regardless of where team members are located. Deltek Vision Document Management fosters information sharing by providing a single Web-based document collaboration platform for your team to share. Team members from around the firm and around the world can upload, share, review and edit documents from within Vision using a Web browser. In addition, give purpose and meaning for each document by associating each with clients, projects, employees and opportunities providing a total knowledge management solution.

Financial and Project Accounting

Gain Unprecedented Insight Into Company-Wide Performance

Managing financial performance by project is critical for professional services firms. Deltek Vision integrates project control with the general ledger so you can track profitability in real-time and identify problems as they arise. Vision includes a complete set of business finance tools, including general ledger, accounts payable, accounts receivable, purchasing with inventory, revenue recognition, overhead allocation, multi-company and multi currency support and project and financial reporting. Deltek Vision Financial and Project Accounting is seamlessly integrated with all Vision modules, ensuring that costs are shared automatically, while maintaining a comprehensive audit trail.

Mobile Applications

Access From Anywhere With a Handheld Device

A firm’s resources are its most valuable as well as its costliest assets. Anything impacting the efficiency of a billable resource directly affects the firm’s revenue. Delivering the tools to increase efficiencies and improve business processes drives a firm’s growth and profitability.

Providing anytime, anywhere access, Deltek Vision’s new Mobile Applications Suite enables users to enter timesheet and expense reports and access Vision CRM data from mobile devices and laptops whether connected or disconnected from the Deltek Vision database.

Deltek’s Mobile Applications Suite improves employee productivity, streamlines the billing process and improves a firm’s cash flow by facilitating the accurate and timely collection of project-related costs as they occur.

Multicurrency

Maintain Core Financial Records

The Vision Multi currency module allows you to transact business in any number of global currencies, while maintaining core financial records in a single functional currency It is designed to meet the accounting, project control, project planning, resource management and CRM needs of any enterprise that uses multiple currencies - from a complex global enterprise that has daily transactions, to a single company that occasionally does business in foreign currencies.

Payroll

Fulfill Payroll Processes Internally or Externally

Deltek Vision Payroll simplifies every aspect of the payroll process. It increases accuracy, provides flexible payroll processing, generates payroll runs automatically and provides a full range of detailed reports. Payroll is integrated with the other Vision modules, providing smooth and accurate information flows throughout the financial management system.

Support for direct deposit of payroll checks improves process efficiency for direct-deposit resources. The payroll and check processing in Deltek Vision offer the ability to export AP checks and payroll data for printing via a service bureau outside of Deltek Vision. The Payroll Data Export report enables firms to export payroll data into various data formats to verify accuracy and reduce paper waste before final transmission to third party check processing vendors.

Project Connect

True Integration With Microsoft Project

Vision Project Connect provides the benefits of organization-wide resource management and choice for project manager’s. The solution offers fast and easy bi-directional integration between Deltek Vision and Microsoft Project; ready to use workflows, integration processes and data mappings based on best practice and real-world scenarios; a seamless environment that allows the strengths of each tool to be leveraged; ability to share Vision information with either Microsoft Project desktop or Microsoft Project Server.

With Vision Project Connect, it doesn’t matter which tool your firm uses to manage a specific project. Whether you manage one or all of your plans in Microsoft Project, superior firm-wide resource management can be conducted with Vision Project Connect.

Proposal Automation

Exceed Customer Expectations With Targeted, Attractive Proposals

Empower your marketing and sales teams to efficiently produce custom proposals, RFP responses and government proposals that stand out from the competition. Ensure your proposals contain the most recent and relevant information by giving employees access to a central source of company boilerplates, metrics, resumes and more. Integration with Microsoft Word and desktop publishing systems ensures that proposals are delivered in a graphical style that reflects your firm’s brand. With Vision Proposal Automation, you are focused on perfecting a winning image rather than spending valuable time searching through dated and irrelevant material.

Purchasing

Manage Your Firm’s Entire Requisition, Purchasing, Receiving and Inventory Cycle

Deltek Vision Purchasing manages your firm’s entire requisition, purchasing and receiving cycle - no matter how simple or sophisticated - while maintaining full integration with Financial and Project Accounting and Resource and Project Management modules. It supports the creation and tracking of purchase orders for materials, supplies, capital items and services for both project-related and in-house needs. Ensure that all purchases are tracked accurately and efficiently with built-in workflow and approval features.

Vision Purchasing manages your firm’s entire purchasing cycle - simple or sophisticated - while maintaining integration with Financial and Project Accounting and Resource and Project Management modules. It supports the creation and tracking of purchase orders for materials, supplies, capital items and services for both project-related and in-house needs. And by using Vision’s built-in workflow and approval features, all purchases can be tracked accurately and efficiently.

For Vision clients that also sell product (e.g., hardware or software), Vision Purchasing includes a feature set for managing inventory. It will track inventory on hand by location, calculate average product cost and will automatically create a purchase order when quantities reach a specified level. When an inventory item is sold, it automates the assignment of units, client charge and cost to the project.

Resource and Project Management

Maximize Utilization and Enhance Project Execution

Make sure the right people are on the right projects at the right time. Automate scheduling, resource allocation, budgeting and forecasting to help project managers and resource planners determine whether proposed fees are accurate, appropriate staff is available and allocated effectively, and projects come in on time and on budget. Timesheet entries and expense reports feed actual costs back into the project plan for an accurate rolling forecast that managers can use to make faster, more informed decisions and ensure projects stay on track.

Time & Expense Management

Enter Time & Expenses Anywhere, Anytime

Speed up and increase the accuracy of the time collection process through an intuitive interface that is always accessible to employees. Integrated with Vision Billing, Resource Planning and Project Management, and Client Relationship Management modules, Vision Time and Expense Management provides real-time visibility into costs that impact your projects and profitability. Ensure that hours and expenses collected are immediately accessible throughout the system and eliminate redundant data entry that leads to errors and omissions. With Time and Expense Management, you are giving managers a true picture of project labor hours and quickly invoicing clients for improved cash flow.

Vision Performance Management

Business Intelligence Made Easy

Vision Performance Management offers your project-focused organization a powerful business intelligence tool to help you turn critical business data into knowledge. Empower your company to move beyond financial reporting to a more comprehensive view of strategic and operational indicators.

Five pre-configured, role-based dashboards are included with Vision Performance Management. These secure dashboards allow critical information to be distributed and shared; giving your management team and staff the ability to collaborate and make key decisions based on real-time business performance metrics.

• Executive Dashboard - Designed to provide an enterprise-wide view of overall company health.
• Principal Dashboard - Designed for individuals who are responsible for a group of project managers and for the successful delivery of a group of projects.
• Organization Leader Dashboard - Designed for those in leadership roles who are responsible for people, projects and financial performance of their organization.
• Project Manager Dashboard - Focused around individual projects and the performance of a project manager’s portfolio.
• Finance Dashboard - Designed to provide a visual view of an income statement or balance sheet with filters by organization, type of account and year - making is easier to compare trends over time and complete comparison analyses of spending to revenue.

Visualization

Bring Together the Information You Rely on Most

Visualization is a powerful management tool that empowers businesses to take control of their data and quickly turn it into actionable information. A mission-critical technology in the financial services marketplace for many years, Deltek has harnessed the power of Visualization for the project-focused organization, enabling project-focused professional services firms to instantly discover trends and opportunities across their entire project portfolio.

Visualization provides executive and project managers a simple display that depicts mission-critical information about a firm’s entire business - including project performance, status, trends and risks - using color and shapes to alert viewers of any performance issues at a glance, and allowing them to focus on the most critical issues.