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Deltek Vision
What Is Deltek Vision?
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management, and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment.
Who Uses Deltek Vision?
Deltek Vision supports professional services firms like management & IT consulting, market research and architecture & engineering.
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Deltek Vision
Reviews of Deltek Vision
Deltek makes us better manage project budget.
Pros:
Deltek is easy to use ,thanks to the intuitiveness of its user interface. In time past we overly expended on projects to the extent that we crossed project budgets ,and thereby missed key project milestones. Since switching to Deltek over a year ago ,we have been able to better follow through with project budgets without overspending. Obviously having project planning, business development and Accounting together into one platform was very much helpful. We have been able to customize the Deltek Workflow to fit into the personal needs of my team ,thereby making much more effective.
Cons:
From experience so far , Delteck Vision expense reporting is flawed in the area of mobility , receipt uploads ,and ease of customization.
Phenomenal support and very expansive software set
Pros:
Very responsive, very good support and never ending modules to make employees lives easier. We are currently using the Time and Expense mobile apps with little to no challenges. Setup took a bit of work but support was there ever step of the way. Any problem is corrected within hours instead of days.
Cons:
Due to the complexity and versatility it is not as point and click for install or use as some other products. This is a very welcome trade off for me and my company as the benefits outweigh the cons.
Dislike
Pros:
I don’t have anything to like except that i have to use it.
Cons:
It’s not easy to used — UX and UI can be better; crash a lot.
I manage projects very easy
Comments: Great!
Pros:
It is a very good platform that allows us to keep up with our projects without any problem. I think the reports that this facilitates are very efficient and quite useful
Cons:
between projects it is sometimes very difficult to differentiate between projects, that is, to separate work and make it look different from another project. But in general lines I have not had any problem
Deltek Review
Pros:
The interface is very user friendly and allows everyone the ability to use it.
Cons:
It is basic in nature so there is not much diversity allowed in the product.
Used it for years, HR seems to like it, but it's complicated as hell for PMs
Pros:
It keeps up with as many projects as we have - and we've got a bunch! We use it to track hundreds of projects, and it never crashes/drops - it's been very stable for us, and if you can understand how to ask for the right data, the reports are pretty helpful.
Cons:
Understanding how to ask for the right data is very challenging sometimes. It's also hard to catch typos or other mistakes - it would be really nice if it has some inteligence, and could say "hey, you've charged time for the past month to project number 1234.5, and this month you're charging time to 12345 - is that a typo?"
Aaccounting software for project based company
Pros:
It is quite compatible to companies ran project-based
Cons:
Reportings can can a pain at times. Dashboards could be improved.
The extremely useful database, not so user-friendly
Comments: Configurable, customizable fully integrated solution.
Pros:
The sheer amount of customization of this program is amazing - my firm can track tons of information and cross-reference it in multiple ways to keep all of our ducks in a row and coordinate our efforts.
Cons:
When differentiating between projects, there are certain areas, "tasks" that can be used for billing and it does make it hard to not customize how one separates the work.
A dinosaur of a program, but does what it's built to do.
Comments: This is good at collecting data, and relatively easy to use.
Pros:
I do like that this program is super customizable, has a ton of functionality, and comes with basically it's own help team. Pretty easy to use once you get used to it.
Cons:
There is so much going on, it's hard to figure out it's capabilities. The filtering on it is super specific and sometimes makes it hard to navigate.
Great Project Related Program
Pros:
I think one of the best things about Deltek Vision is the Visualization piece. You can easily show people information on the fly and let people know what is critical for a report.
Cons:
The ease of set-up is what got me. We had to have a full team help us and still have on site programmers to maintain it.
See your Vision with Deltek!!!
Comments: This product is specifically designed to support the complete project lifecycle of professional services firms, Deltek Vision helps measure your most critical business functions. From pipeline building and client management to project execution and financial management, Deltek Vision users can experience measurable benefits immediately, including increased employee utilization, streamlined project management, reduced DSO and increased margins and profitability.
Pros:
Deltek Vision's is a software solution that allows you utilize custom proposal modules and government forms modules to cut down on hours off of proposal preparation. Because Deltek is the "source of truth" for our employee history and project history we are able to easily and quickly pull information from Vision onto proposal templates in minutes. Pulling information from a centralized archive it gives our users confidence in the data, employee updates/feedback are made one time (in Vision) instead having to always start the process over whenever a new proposal document is presented to the employee and gives our marketing professionals the extra time needed to craft the proposal to meet the RFP and client requested information. We use Deltek Vision to support our Strategic Plan goal for the company growing and win more work!
Cons:
The user interface is extremely difficult to get used to. Since we started using this software my group has received a lot of calls from people in my organization who are unsure how to do basic searches and will ask us for help/assistance because they'd rather not deal with it. The main thing that is not intuitive is its search function, which is critical.
Comprehensive software solution, but plan on building your processes around it
Comments: I've been the Vision champion in our organization since 2008 when we began to use it. Vision has been steadily improving over the past 10 years and also been getting left behind in innovation. Over our time with Vision we've evaluated other software at a few points and have not found a single solution that can provide a similar integrated experienced. The power of Vision and the reporting is built on Microsoft's SQL engine, but it does require users to be invested in learning it's use to get the most out of it. Without proper time devotion, training, and some trial and error it does leave users frustrated. Along with the power of the product comes a lot of over-complication and reported amounts that often aren't as expected or isn't fully explained or clear on where the data is coming from and what it means. This is probably the primary problem with Vision in my eyes - data labeled in one area of the program isn't the same as data reported under the same or very similar label in another part of the program. The end user experiences and ease of use is greatly lacking, but should be vastly improved as Vision is (finally) becoming modern and migrating from a .NET platform to a HTML/web-based platform. This upgrade shows promise of having better end user use and intuitiveness. We are hopeful that Vision will continue to be a tool for our company for many more years.
Pros:
Powerful reporting and a mostly, all-in-one solution for managing our firm and projects
Cons:
Usability. The lack of a user to be able to sit down with the product and pull the data they want without significant training. Data reported is calculated differently in part of the software - revenue in one area is actual billed amount while revenue in another is hours worked times billing rates.
Great to Track Project Data, but Graphics are Dated
Comments: Works great for timesheets, tracking project data, and expense reports. Just don’t expect the program to be anything fancy or flashy
Pros:
Great resource for keeping tabs on project data/business development/customer database for All clients. Haven’t delved into the project management components myself, but hear that they are pretty good too.
Cons:
For a software to support the architecture world I am floored at how ugly and dated the interface looks. We have some architects who think it looks too ugly and refuse to use it which is a massive headache. Would love to see it get a redesign or face lift. Also it’s difficult to see longer project names - they get cut off in the scroll view. Pulling reports isn’t super intuitive either
Deltek Vision is user friendly
Comments: Overall experience was it was easy to use once you knew how to use it.
Pros:
I was able to find clients easy all I had to do was type the name in the search box and it came up or not.
Cons:
I found out that running a report wasn't easy from me especially what I was looking for.
A workhorse with a lot more features than I ever use
Comments: I sometimes consider Deltek a necessary evil, but it is as good a software as I have seen and used.
Pros:
Deltek has been the tracking software of choice and previous firms I worked at. To me it is the standard for tracking time spent on projects and for tracking project performance. The ability to track an analyze multiple employees' input is beneficial. As a project manager, my interface was tracking and project planning. Accounting and management used Deltek extensively to track project and firm performance.
Cons:
Deltek can do a lot of things, and can easily get very confusing for staff who may not have extensive software training in its functionality.
Searching for data results in quick results, good report generation feature, easy to edit.
Comments: Information about each project such as who is the PM, lead architect, lead accountant, project location, legacy data, status, etc. is essential to our business. We can easily search for all current projects in any city, state, province, country. Our PMs use this to keep track of payments, invoices, employees assigned to the project, budget data, and documents stored on our servers can be linked from within a record. We can view other projects for the vendor or client.
Pros:
It allows me to have three databases open. In my case, Projects, Employees and Timesheets. It's great to toggle between them without having to log out and in again. Data retrieval is quick. It allows me to search for very specific information so my results don't overwhelm. Data access is controlled at the user level so people cannot edit fields without proper permission. Before Vision, we used a database that contained project numbers that were preserved in the Vision database. So if we need to look up project data based on the old number, we are able to. This saves us a lot of time.
Cons:
It is difficult to learn this software on your own beyond searching. There are so many features that allow us to look at the data in several ways. Most of those ways are unknown to me so training is required. I would suggest that companies provide proper training before implementing it firmwide to avoid frustration.
I have used this software to report time and expenses for many years.
Comments: It captures time and expense data very thoroughly. I like that there is a field for every detail you would need to enter.
Pros:
When configured properly this software is very user friendly and intuitive. There are a lot of features that not everyone will need but certainly useful if you take the time to learn it.
Cons:
I can't think of anything I don't like about this software. The insert function inserts a new line item below instead of above the line selected but that is just a tiny bit annoying. I'm over it.
Could build an aircraft carrier with this software or use it to run a small destroyer, depending on your needs.
Comments: Overall as compared to the other 5 ERP systems I have used over the years I have to say Vision is one of the best out there, especially for project oriented tracking. Deltek is also a company looking for improvement and advancement within their programs. The new generation they are working on to Vision takes the program to a very modern and more robust place. Great things are coming!
Pros:
Has the ability to be customized in many ways to improve functionality and process routine tasks behind the scenes with workflows. Great when you want scheduled reports to be pushed out to staff on a regular basis, can be either be emailed or sent to a dashboard. System is fairly easy to use and navigate once you get the hang of it. However, the size and capability can be off putting if you give too much access to none power users.
Cons:
Although there are many reports and lots of options within each report they can also be limiting. For example if you wanted to run an A/R graph for aging you can only choose three options (Current, 30, & 60 days). Therefore if you have five options (Current, 30+, 60+, 90+, 120+) you will need to run two graphs to see all the info. However, if you have someone who know SQL you can design and write your own reports which is a plus.
Deltek Vision ERP Implementation needs an onsite professional
Comments:
The controller left December 31st. The company went live February 1st. I began February 6th and I had never seen Deltek Vision before that day. Deltek Vision is a powerful, project management software which can help you have almost real-time visibility into all aspects of your business. Hi, my name is Kathy Nixon and I am a CPA, a PMP, and a professional coach. Post-acquisition mergers of systems, processes, and teams is my niche.
This assignment had me serving as interim corporate controller of a $130M+ Revenue company who was merging its three companies currently on Quickbooks all into one system, Deltek Vision.
Greatest take-aways:
1. Designate a Subject Matter Expert. It can be a Deltek Vision consultant or a third-party consultant with heavy Deltek Vision experience.
2. Develop a Steering Committee across all company disciplines and meet weekly. Decision making and joint buy-in is important.
3. Communicate, Communicate, Communicate. Communication to all areas of your organization is imperative to the success of the implementation.
4. Train, review, test, train some more. It takes a village to raise this child.
5. Designate or hire a project manager. For success, you need someone focused on all areas of this software's implementation. Setup, testing of setup, training, input, verify input accuracy, invoicing, collections, accounting and financial reporting.
6. Expect 6 months (to a year) before everyone is onboard.
7. Develop a budget which includes 5 times the software's cost. Yes, five times. It is a pay me now or pay to correct it later proposition.
Good luck! Wishing you success. Let me know how I can help.
Deltek Review from a billing standpoint
Comments: Deltek Vision is mainly well suited for project managers to view project data in one place and also for billing purposes. It allows you to view a project as whole or drill down and see a certain time frame. Deltek Vision could be updated to be more HR inclusive. Right now we can only use it for time and expense and also payroll.
Pros:
The time sheet and expense entering are very detailed and users can log time from iAccess if they are out of the office as well as upload to receipts straight into vision. It works great as a billing system. it's pretty straight forward and being able to run batches or also single invoices depending on your need is helpful. It has a wide variety of reporting and you can also customize report to drill down and pull the info you need.
Cons:
It can be difficult for new users and somewhat overwhelming. You need to be familiar with customizing reports to be able to get what you want. The default reports don't usually provide what information is needed. I really hate that we still have to use internet explorer to access vision.
Deltek Vision works when you need it too.
Comments: I inherited a pretty customized Vision, which was not reliable. Once stripped back to bone stock, the application never has issues it seems.
Pros:
Their in house support is excellent. They understand the importance of their software running efficiently for customers to have success.
Cons:
What I like least is that we have to go through a reseller to renew each year instead of direct.
Monopoly
Comments: We've been doing business with Deltek now for around 20 years. If another software company develops a competitive product with full project basis accounting at a reasonable price, we'd probably switch, if they have a good customer service team. Nothing beats the ability to just pick up the phone and call.
Pros:
deltek allows us to track our time and expenses on a project basis. We can achieve time tracking, billing, and General Ledger activities within one software.
Cons:
Deltek Vision is built for large organizations. It is cumbersome in a small office setting to maintain all of the text libraries. The customer service requires that you submit a case online if you need assistance, and then wait for a response, which oftentimes is not timely.
Deltek Vision has everything an A&E firm needs to run its daily business. From project planning on.
Pros:
Everything that you need is in one software program. You can plan a new project, see which employees are available to sssign tasks to, and run payroll all with out leaving the software. Reports, including custom reporting, is quick and as easy as selecting what you want the report to show and hitting preview. From there you can print or save as either a PDF or as an excel spreadsheet which makes the reports even more versatile. With the addition of iAccess it's helping the 'away-from-the-office' employees be able to check time sheets and project info from anywhere.
Cons:
The learning curve for implementing features not previously used is a little steep. There's not a lot of "free" tutorials for setting up features to begin with, although you can find quite a bit of information about using features once you have them set up correctly.
Deltek - Vision
Comments: The biggest impact we have seen is the compressed time is takes to get invoicing out. With the time entry happening on a daily basis into Vision, we can generate invoicing in half the time.
Pros:
What we have found most useful in Vision is Time Entry to specific projects and the resulting monthend billing. It is a seamless process.
Cons:
The project Management module is geared towards bigger projects than we work on. Would be nice to see a scaled back version for a firm of our size.
Great Project Management Tool
Pros:
Highly customizable and integrates HR with project management tools, payroll and accounts payable. Everything is in one software for one price.
Cons:
There's a long period of training to understand its full functionality.