Quarterly Town Hall Recap: Expedite Payment Processing, Prepare for Vantagepoint Upgrade and More

January 31, 2022
Megan Miller
Director of Product Marketing

These town halls are part of our commitment to our users to ensure they have the latest information about their solutions, can get tips and tricks from the experts and can get updates about what’s happening with Deltek. This is also an opportunity for you to get your questions answered by submitting your questions ahead of time. 

During the final quarterly town hall of 2021, users receive tips and tricks for payment processing, highlights of what’s new in Vantagepoint and how to best leverage the Deltek Support Center and Deltek Learning Zone to empower users.  


Vantagepoint Town Hall Q4 2021

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Improve Payment Processing in Vision

Chad Livingston, delivery director, shares tips and tricks to expedite internal payment processes. Features highlighted include emailing remittances for electronic fund transfers (EFT) for vendor payments, creating non-US EFTs and importing bank files to expedite month-end bank reconciliation. If you need to streamline your payment processes in Vision, be sure to watch the on-demand recording. What’s New in Vantagepoint?

Product Director Melissa Coffey discusses the latest features available in Vantagepoint. These features include automating manual bank imports, simplifying purchase orders, improving resource management, streamlining client management and simplifying proposal development. This release includes improvements for every user and is full of usability enhancements that make it easier to power project success. As users prepare for their upgrade to Vantagepoint, it’s key to stay up to date on the latest features and enhancements in the solution.

Preparing for an Upgrade from Vision to Vantagepoint

Chad Livingston and Melissa Coffey highlight key resources available to help your business upgrade to Vantagepoint when the time is right. These resources include the Vantagepoint Readiness Portal, which include checklists, frequently asked questions and product area demonstrations, as well as the Customer Assistance Program (CAP), which is a complementary eight-week program providing everything your teams need to know for a successful upgrade.

Customer Care Update

Adam Emery, director of customer care, discusses how user responses on customer feedback surveys can help influence the product roadmap and changes to how we support our customers. Because of user feedback, improvements were made to the support site including support chats, interaction with other Vision users, easier access to Knowledge Base Articles and more.

Deltek Learning Zone Update 

Damon Shratter, senior curriculum manager, highlights what’s coming to the Deltek Learning Zone (DLZ). Improvements to the search functionality now make it easier than ever to find the answers you need. Additionally, new courses and learning videos were available to help businesses reconcile accounts in Vision to close out 2021.