It’s Not Too Late to Absorb Insight Content On-Demand
Our users joined Insight 2021 virtually this year to learn how their Deltek products can continue to bring value to their businesses. The Deltek Vision and Vantagepoint communities experienced sessions focused on Deltek Vantagepoint and a host of sessions highlighting Deltek’s overall direction and purposeful innovation strategies. Sessions were recorded live and are available for on-demand viewing with your All-Access Pass until October 28, 2021.
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Key Takeaways from Vantagepoint Sessions
This year, the Deltek Vantagepoint sessions were focused on how to improve usability, streamline processes and improve efficiency. Here are Deltek Vantgepoint’s top six takeaways from this year’s conference.
Year of the Project Manager
Deltek Vantagepoint customers learned why this should be the year of the project manager including how to empower project managers to proactively and effectively manage their projects, client relationships and project teams. Project managers learned how to collaborate better with financial leaders to gain greater visibility into key metrics and learned how Vantagepoint can help them to proactively manage their projects through the entire project lifecycle and minimize surprises.
Nurture Client Relationships through Business Development
Use Vantagepoint CRM to ensure you are nurturing your client relationships. Some of the key takeaways of this session were how to leverage email for better BD intelligence with Vantagepoint Connect, monitor engagement through activities, reduce administrative burden through workflows, and keep your finger on the pulse of new pursuits with Mobile CRM.
Improve Business Processes
Attendees learned new and existing product functionality that can save them time by improving collaboration and automating manual processes. Robust functionality around AP invoice approvals and employee expense report approvals allow administrators to automate the approval user flow including validation to ensure accurate entry. Draft invoice approvals using digital markup provides an intuitive tool for project managers to improve collaboration with billers to get invoices out the door faster. Improved Mobile CRM empowers users to stay connected to projects, contacts and firms no matter where they are working while Mobile Time and Expense provides easy entry of key data while employees are on the go.
Dashboards Drive Decisions
Dashboards are helping to drive key decisions and are highlighted as an effective tool to streamline current business processes. Everything from project managers use of dashboards to monitor project progress to billers using dashboards to manage unbilled and track draft invoices though the approval process to accountants creating financial focused dashboards to provide clear visibility into organization financials.
Vantagepoint Users Share Success Stories
Businesses have thrived despite the recent pandemic. Vantagepoint users shared how Vantagepoint helped gain better visibility into their business and manage the unpredictability of their projects during a period of much change. Vantagepoint users shared how they are leveraging dashboards for greater visibility into all aspects of the business, empowering project managers to better manage project or resource changes, closely monitoring firm financials with better, more accurate data and eliminating unnecessary or manual processes by getting the most from Vantagepoint.
The Future of Vantagepoint
Deltek Vantagepoint has an exciting roadmap focused on project-based businesses like yours. We are focused on enhancing dashboards to drive decisions, leveraging automation to streamline current processes, improving user experience through intuitive solutions, providing innovative solutions to solve your business challenges and continuing to listen and respond to customer feedback.
If you missed any of the content from Insight, there is still time to learn about these key areas. With an All-Access Pass, you can watch any sessions you may have missed for a limited time.
A Full Track of Customer Experience Sessions Focused on Your Success
Attendees also were able to learn how Deltek is committed to their overall business success. The Customer Experience (CX) track included sessions that highlighted Deltek's commitment as a life-long partner. All-Access Pass holders can still watch these valuable Customer Experience sessions including:
- Taking Deltek’s Integration Strategy to the Next Level (CX-01)
- Spotlight on You: A Redesigned Virtual Live Learning Experience (CX-04)
- Customer Enablement and Deltek’s Reimagined Focus on You (CX-05)
- Get More Out of Product Training with the Deltek Learning Zone (CX-06)
- Increase Your ROI with Deltek’s Marketplace (CX-07)
- Deltek+ArchiSnapper: Your Field App to Simplify and Streamline Site Management (CX-09)
- And much more!
Impactful General Sessions
At this year's event, our general sessions focused on the importance of powering your business, emerging trends in business software, and mentally thriving in the face of overload and competition with our keynote speakers Mike Corkery, Michael Fauscette and Jim Kwik. We also heard from Deltek leaders on how Deltek is driving purposeful innovation and our commitment to delivering quality products. These impactful sessions are available on-demand so you can learn how Deltek is committed to you, our customer.
The XPO Hall
You can still check out other Deltek solutions that can help your company power project success. Our XPO Hall is still open for you to find resources on our partner sponsors and other Deltek solutions: Deltek Payments, Deltek + ArchiSnapper, Deltek Specification Solutions, and more! Visit the XPO to get more details on how these solutions can help your company.
Vantagepoint Sessions On-Demand
Watch Insight 2021 Vantagepoint Sessions On-Demand
- Accounting and Financial Management
- Architecture and Engineering
- Business Intelligence
- CRM and Pipeline Management
- Deltek Global Consulting
- Deltek Insight Conference
- ERP for Professional Services Firms
- Management Consulting
- Product Releases
- Project Management
- Purposeful Innovation
- Reporting and Business Intelligence
- Resource Management
- Town Halls
- Workshops and Training