At any given moment, effective decision-makers like you need to understand how your business is performing, why problems occurred and the impact on the business, and what you can or should do to enhance performance. Deltek Vision keeps you aware of issues that can affect your success and provides the critical information you need to make informed business decisions.
Deltek Vision Performance Management
Vision Performance Management offers your project-focused organization a powerful business performance management 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.
Key features and benefits include:
- Ability to identify and analyze business trends in specific geographies, markets or disciplines to determine future opportunities and risks
- Point-and-click filtering, including side-by-side comparisons, updated dashboard metrics and interactive drill-down to transaction level details
- Drag-and-drop design tool for easy and economical customization of dashboards
- Save time and money by eliminating custom reports and manual report compilations
- Scalable for all size businesses and easy deployment of mobile dashboards
Deltek Vision Dashboard
Deltek Vision includes powerful analytics and reporting that provides key stakeholders with real-time metrics that offer visibility into all areas of the organization, plus the capability to drill-down to more detailed information.
The Vision Dashboard is a graphical entry point to your company's data that configures a single Web page with real-time information and tools to facilitate decision-making and alignment of goals. Dashboards can be easily customized for each user's needs or can be assigned to each user based on their role. Report options can be set to automatically filter content according to user's access rights.
Deltek Vision Reports
Deltek Vision's interactive reporting environment allows users to access and analyze data — from key financial metrics and project analysis to opportunity tracking and resource utilization — tailoring each report to specific needs. The award-winning system includes more than 200 standard reports ranging from the simple to the sophisticated. This flexible reporting framework makes it easy to configure, preview, print and e-mail reports to share them with others in the firm.
Deltek Vision delivers comprehensive, integrated capabilities to help firms like yours efficiently track and manage your business.
Resource and Project Management
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 and Expense Management
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.
Financial and Project Accounting
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 such as accounts payable and receivable, 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 tight internal control and a comprehensive audit trail.
Purchasing
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.
Payroll
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.
Billing
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.
Document Management
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.
To win more business and drive future growth, you need clear insight into which potential projects represent the best opportunities for your firm. Deltek Vision includes everything you need to easily identify and manage opportunities, leverage critical client information and develop targeted marketing/sales programs to quickly generate proposals. Get the insight you need and the tools to help you win more business!
Client Relationship Management
Deltek Vision Client 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.
Services Estimating
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.
Proposal Automation
Empower your marketing and sales team to efficiently produce winning proposals that stand out from the competition — including custom proposals, RFP responses and government proposals. Ensure your proposals contain the most recent and relevant information by giving employees access to an up-to-the-minute central source of company boilerplates, metrics, résumés and more. Integration with Microsoft Word and desktop publishing systems ensures that proposals are delivered in a graphical style reflecting your firm's brand. With Vision Proposal Automation, you can focus on perfecting a winning image rather than wasting valuable time searching through dated and irrelevant material.