New Consulting Workshops: Get the Most out of Vision in 2021

March 24, 2021

In 2020, we all had to pivot and change how we worked almost overnight. While we adapted to our new normal and modified work arrangements quickly, we still wanted to ensure we were able to deliver helpful learning and training opportunities to fit your firms adjusting needs. That’s why we virtualized the popular Deltek Consulting Workshops to bring you the best of our consulting expertise in the comfort of your remote working space.

Additionally, our Vision clients can choose to participate in the Vantagepoint focused workshops as well.  Doing so will help the participant to get more familiar with the new platform and help get your firm ready for the upgrade.

Here’s the current lineup of Vision focused workshops and dates so that you and your team can plan accordingly.


2021 Vision Consulting Workshops

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2021 Vision Consulting Workshops

Finance Track

Vision to Vantagepoint Upgrade Best Practices
Join this session to go over best practices when planning your upgrade from Vision to Vantagepoint.  The topics will include a review of documentation that is available, a sample project plan, and a takeaway workbook to help guide your team.  This session will primarily be useful for firms that are planning their upgrade within the next 12 months.  It will compliment other Deltek offerings, such as the Client Assistance Program (CAP) to ensure your firm adds to their tool chest before embarking on this exciting task.

Vision Workflows
Learn how creating workflows can create consistency in your database by automating steps that are redundant within your firm. Several example workflows will be demonstrated and reviewed, with plenty of time for attendees to create their own workflows, ask questions, and troubleshoot during the session.

Vision Revenue Generation
Vision's revenue generation feature allows companies to define how revenue is earned, instead of simply basing revenue on invoicing.  Join this session to review the system's standard methods and how they can be modified to better use them at your firm.

Vision Accounts Payable
As companies are adopting a more remote workforce, the days of passing a folder of invoices for approval around the office are largely behind us. Join this session to review accounts payable features that are in Vision that can help streamline your business processes.

Vision Accounts Receivable
Vision has made approving client invoices easy with the interactive approvals module, with several exciting updates recently released.  Join this session to see how you can be using the software to shorten the time it takes to bill and speed up collections. 

Vision Financial Reporting & Dashboards
Even some long-term users of Vision are not aware of the innovative ways the system can be used to format their financial reports. This session will not only cover standard reporting functionality, but also attendees will be able to create summarized P&L statements that organize profit centers in a columnar format, review general ledger budgeting, and year-end forecast reporting. A review of Vision’s dashboards and a comparison to what’s to come in Vantagepoint will also be included.

Project Management Track

Project Management Excellence
This session will help firms best understand how Deltek tools can help elevate their project manager’s engagement with projects and their software.  Project management best practices will be discussed and the workshop will focus on how to help project managers get what they need to be successful.  This session will be taught using the Vantagepoint platform, however will also benefit Vision clients as well.

10 Benefits of Project Planning
Deltek experts lead attendees of this session through an exploration of how project planning can change the culture of your firm towards maximizing project manager engagement.  This workshop will help to motivate your staff to deliver project-focused results while improving insight into future-based metrics. This session will be taught using the Vantagepoint platform, however will also benefit Vision clients as well.

How Do I Get Started?

Benefit from Vantagepoint and Vision product expertise and get on the right track for 2021 with Virtual Consulting Workshops! Space is limited so be sure to register now, or if you have questions for the team about upcoming workshops, contact the Deltek Vantagepoint team.