Deltek Vantagepoint: Empowering Every User

Posted by Dawn Gajewski on October 7, 2021

Deltek Vantagepoint 4.0

TwitterTweet it:'Designed with modern features that support everyone from firm leaders and power users to everyday users, Deltek Vantagepoint is purpose-built with functionality that simplifies, streamlines and consolidates processes to improve your business.'

By Dawn Gajewski, Director of Product Management, Deltek

For more than 35 years, Deltek has been committed to supporting project-based businesses. Throughout this time, it has been our mission to deliver industry-specific solutions to help our customers connect and automate their project lifecycle – empowering them to nurture client relationships, proactively manage projects and improve financial performance. With each product release, we look to reimagine functionality and leverage purposeful innovation in ways that provide practical, usable and tangible value.

Deltek Vantagepoint is no different. Since its introduction in 2017, Vantagepoint has focused on giving Deltek Project Nation what it needs to improve productivity, boost collaboration and increase profitability. From the use of Natural Language Processing (NLP) in Hey Deltek! to open and create system records to Intelligent Character Recognition (ICR) and Machine Learning to enhance mobile expense reports by turning a picture of a receipt into an item on your expense report and automatically matching it up to your credit card charge. Vantagepoint is an innovative solution for professional services firms that empowers users with its simple, intuitive experience.

Designed with modern features that support everyone from firm leaders and power users to everyday users, Vantagepoint is purpose-built with functionality that simplifies, streamlines and consolidates processes to improve your business.

Business Leaders

As a business leader, you need to understand your business's health at all times and be aware of anything that may demand your attention. You require tools that quickly provide a snapshot of your business based on metrics that are important to your organization and visualized in a way that immediately tells you what you need to know.

With Deltek Vantagepoint, dashboards are a powerful way to accomplish this. Leaders can get a high-level overview or dive deeper into the details as needed, bringing critical information to your fingertips. Complete with charts, graphs and conditional formatting, Vantagepoint dashboards draw attention to key information to make quick decisions. 

Some companies need more advanced business intelligence tools. For that, Vantagepoint Intelligence is your answer. In this latest release, Vantagepoint Intelligence leverages Tableau, a leader in interactive data visualization, along with Vantagepoint’s powerful analysis cubes. Now, busy business leaders like you, can explore data from many dimensions and visualize it in rich interactive dashboards that will be a game-changer for your business. Vantagepoint Intelligence also allows you to combine historical data with predictive analysis to drive better decision-making.

Project Managers

As a Project Manager (PM), you are critical to the successful delivery of your company’s projects. You need to keep your eyes on and be involved in every aspect of your projects to ensure they run smoothly and are delivered within scope, on time, and on budget. Deltek Vantagepoint puts projects at the center of your business with a multitude of tools to help power your project success.

With the constant task switching in your Project Manager role, you need easy-to-use tools that are accessible from anywhere to help you proactively manage projects. In Vantagepoint, you can focus on a project-specific dashboard or a dashboard configured for all of your projects. And in this latest release, you can easily further filter a dashboard to a subset of projects and additionally, you can view project details, like labor and expense details. In the A&E industry, Project Managers tend to be very visual people and dashboards with conditional formatting is a key way to alert you to areas that need your attention.

The Projects Hub in Vantagepoint is the place a Project Manager is likely to spend most of their time. Here you can plan the work, track contracts, analyze the current and future status and review and approve draft invoices − all consolidated within the context of your project. With Vantagepoint 4.0, users can now digitally markup draft invoices to track alongside any comments to further streamline the approval process, replacing physical redlines of the past. Not only does this make it easier on you, it makes it easier to collaborate with accounting teams and expedite the invoice approval process.


 

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Business Development and Sales

Whether you focus on business development all day, every day, or it is just one of your day jobs − Deltek Vantagepoint helps you nurture the right client relationships and better position your company to win. Regardless of your role, business development and selling to customers are team sports − and having all the members of your team up-to-date on the latest pursuits and conversations with clients, as well as what’s on the horizon, is a winning combination.

With Vantagepoint Mobile CRM, you can quickly capture contact information, qualify new leads, update pursuits and track activities from any location. And, visual dashboards aren’t just for business leaders and Project Managers; Deltek Vantagepoint also gives you insight into your pipeline to see where there are gaps and opportunities for growth.

In this latest release of Vantagepoint, business developers can also review key client and pursuits details directly from Microsoft Outlook. With Vantagepoint Connect, you have access to the latest information about a company or contact without leaving your email client. A part of Vantagepoint CRM, this new feature also gives you an easy way to update key data and find the perfect time to meet with contacts or prospective clients, saving you time and money.

Accounting and Finance Teams

Accounting and finance roles in any organization are key in making sure firms stay in business. They are responsible for the flow of money, making sure that you are paid by your clients, paying your vendors, consultants and employees, and ensuring that money is invested wisely and conserved when necessary. These teams are responsible for keeping your decision-makers informed on the continued health of your project-based business. 

Whether it is advanced dashboards, digital markup of invoices or email integration, these Vantagepoint 4.0 enhancements can improve and streamlines processes for accounting and finance. With Deltek Vantagepoint, we’ve brought you more of what you have come to expect in a project-based solution. Through purposeful innovation, Vantagepoint enables your accounting and finance teams to get invoices out the door and paid faster.

Empowering Every User

Built for the way project-based businesses work, Deltek Vantagepoint puts your projects and people at the center of your business. With a complete view of your company in a single place to boost efficiency, productivity and profitability. From business leaders and project managers to business development, accounting and finance teams – Vantagepoint allows architecture and engineering firms as well as management consulting and IT consulting companies to make more informed decisions to drive their business forward.

However, we couldn’t do this without Deltek Project Nation - thank you to the many customers who’ve provided invaluable feedback and insights that contribute to the ongoing enhancements of this powerful solution.

Through your feedback, project-based businesses searching for an ERP solution can gain a better understanding of Deltek’s capabilities and the solutions that best suit their needs ─ directly from users like you!

 

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About the Author

As Product Director, Dawn Gajewski has been with Deltek for over 8 years focusing on Deltek's ERP platforms. Previously Dawn spent 17 years at HOK, a large architecture and engineering firm, after receiving a BS in Mathematics at the University of Missouri - Columbia. In addition to working closely with Project Managers at HOK, Dawn managed all aspects of the Deltek Vision product for the entire organization which has given her unique insight. Dawn brings this insight, along with years of industry knowledge to Deltek in order to further develop Vantagepoint to be the best of breed ERP software in this industry. Connect with Dawn on LinkedIn.

 

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