Get More from Vision with Vision-Specific Workshops

Posted by Megan Miller on March 19, 2020

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ANNOUNCEMENT: The health and safety of everyone in the Deltek Project Nation community is our top priority. We have been monitoring the current situation closely to determine if future dates of the workshops will be delivered virtually or remain in-person. See below for updates. 

Whether you are new to the Vision solution or have been using it for years, if you are looking for ways to improve how you use Vision, Deltek experts are offering virtual or live hands-on workshops that cover specific topics to help you glean greater return from your investment. Based on feedback from our users, Deltek continues to offer workshops that can benefit marketing, accounting or your business leaders depending on the challenges you are facing.

These are hands-on workshops and all computers or virtual labs are provided. After the class, you will have many great takeaways to implement at your firm immediately including dashboards, widgets and a user guide! Don’t miss out! Learn more about the workshops available below and when these courses are offered virtually or in your area.

Advanced Vision CRM Workshop (2 days)

The Vision Custom Proposals and US Government Forms modules provide your company with a single source to manage qualifications and project experience that are easily accessible for use in submissions to win new work. In this workshop, you get everything you need to gain a clear understanding of where and how best to enter and maintain data for use on resumes, project sheets, firm profiles, reference lists, as well as the U.S. Government SF330 Form. These modules streamline proposal creation, minimize preparation time and improve communication for the proposal team. 

Live Dates (subject to change):

  • Orlando (June 3-4)
  • San Diego (August 5-6)

Click here to learn more and register.

Vision Fundamental Financial Workshop (2 days)

The Vision Financial Workshop is designed for beginner finance staff or experienced users that know that they are not taking full advantage of the features Vision offers. This hands-on workshop will cover topics such as organizational structure, financial reporting and key financial metrics that are important to your company’s success. Attendees will have access to hands-on activities that will reinforce learning and allow for meaningful Q&A. Features such as credit card processing, billing enhancements, and dashboards within Vision will also be discussed. Additionally, workshop attendees will learn about what they can be doing to prepare for the upgrade to Vantagepoint. After the workshop, attendees will have a clearer picture of how they can better leverage Vision today and identify small changes that could have a big impact to their company. 

Live Date (subject to change): Miami - June 24-25.

To learn more and register, click here

Expanded Vision Financial Workshop (3 days)

For Vision users looking to dive a little deeper into what Deltek Vision can do, this expanded financial workshop gives attendees an additional day of training and hands-on exercises. Along with covering activities from the Fundamental Financial Workshop, topics will include workflow, advanced billing features and advanced revenue recognition functionality. Attendees will have access to hands-on activities that will reinforce learning and allow for meaningful Q&A. This workshop will also cover purchasing and asset management modules for Vision. Additionally, workshop attendees will learn about what they can be doing to prepare for the upgrade to Vantagepoint. After the workshop, attendees will have a clearer picture of how their company can better leverage Vantagepoint identify small changes that may have a big impact.

Live Dates (subject to change):

  • San Francisco (July 20-22)
  • Boston (September 16-18) 

Click here to learn more and register.

More Information

If you have questions on any of the workshops outlined above, please contact the Vision Services Team.