Man with Tablet

With more virtual teams and remote meetings than ever before, companies are looking for ways to leverage technology to improve collaboration, increase productivity and maintain cash flow. Vision makes it easier for teams to work remotely, allows companies to be more agile to meet changing client demands and supports paperless billing processes. Ensure you are getting the most from Vision to optimize your business for remote working with these tips and reminders.

Proactively Monitor Your Pipeline

Keeping virtual teams connected for effective business development can be a challenge. With teams working from multiple locations, it's imperative that companies use the right tools to keep teams connected and projects moving forward regardless of physical location. Whether it's finding new ways to stay connected with clients, better ways to collaborate with teaming partners or proactively monitor the ever-changing pipeline, your teams need to easily discern which clients and opportunities are right for your business. Quickly change opportunity status as project funding and client demands evolve. Track connections with clients to better understand what's happening with their business and what's on the horizon. Stay connected to clients, potential projects and project teams no matter where you are.

Vision iAccess Business Development

Fuel Collaboration

Project teams are becoming more virtual, but need to stay connected to collaborate on project deadlines and deliverables. Working together seamlessly is more vital than ever and Vision keeps your teams connected. Vision gives project managers, resources managers and staff insight into project assignments to PMs can adjust tasks and hours as needed, notify teams of upcoming assignments and alert employees of changes. As project requirements change and evolve, you can ensure optimal utilization to keep projects on track. 

Vision Resource Planning and Utilization

Agile and Flexible Project Management

Project priorities and requirements change and you need to feel confident that you know what teams are working on so you can easily adjust. Keep remote workers focused on the right projects so you can keep projects on track regardless of where team members are physically located. With Vision, project managers can quickly view project details in iAccess and adjust mid-project to keep projects moving forward and keep teams informed. Project managers should also be monitoring project profitability, timesheets and expenses to keep schedules and budgets on track and ensure your company is getting  paid for the work they deliver. Make it easy for project teams to enter time and expense from their computer, tablet or mobile device with iAccess of the Time & Expense mobile app to keep PMs informed on project performance from anywhere.

Are you leveraging workflows and alerts to keep project managers informed about projects at risk; employees about changes to project assignments or managers aware of timesheets or expense reports that need reviewed? Let workflows and alerts help keep your teams informed and projects on track without having to wait for in-person project meetings. Vision empowers your project managers to be agile and responsive to changing client demands.

Vision iAccess Project Management

Maintain Cash Flow with Paperless Environment

Maintaining cash flow is always a priority, but can be a challenge with a remote workforce. Now is the time to take a closer look at your financial processes and move from a paper-based process to a paperless environment. Don't let stacks of papers or remote employees hold up  your billing processes, preventing you from getting paid. Take advantage of mobile timesheets and expense reports so employees can easily track time and expenses and quickly upload electronic receipts from anywhere so you don't have to wait for paper copies to reimburse staff. Approvers can review and approve timesheets, expense reports and supporting documents remotely to keep the process moving.

And it's more than just timesheets and expense reports. Take advantage of credit card reconciliation to easily download statements and assign to individual expense reprots to expedite reimbursements, eliminating the lag of paper statements. Companies can also take advantage of automatic bank reconciliation to eliminate waiting for, reviewing and reconciling off paper statements. Vision can help improve your billing and financial management processes that are historically paper-laden and replace them with paperless, expedited workflows that help remote workers and maintain your cash flow.

Vision Financial Management Credit Cards

Move Your Business to the Cloud

As businesses enable more remote workers, teams need to have all the tools and systems available to deliver projects from anywhere and Vision is no exception. If teams can't get connected or project details aren't accessible, projects get delayed, deadlines are missed or invoices go unpaid and companies can't afford those disruptions. By moving to the Deltek Cloud, your company can enable mission-critical business processes from any location. With increased security, flexibility, scalability and support, your business can focus on what you do best - deliver exceptional projects. If you aren't running your business in the cloud, now is the time to make the move.Learn why now is the time to move your business to the Deltek Cloud and see if you are eligible for a limited time offer.


Deltek is committed to supporting your business and that goes beyond Vantagepoint. Partner with Deltek to find more projects, engage your employees, improve your solutions and more.

Monitor Government Funding and Spending

As markets and client priorities change, keep your finger on the pulse of what’s happening with new contracts, where the money is going and what potential projects are a good fit for your company with Deltek GovWin IQ. Whether it’s federal, state or local spending, let Deltek help you monitor potential projects and better position your company to win. And, with a seamless integration to Vantagepoint CRM, you can go from finding new projects to managing the pursuit with a click of a button.

Your People Need You

Keeping remote employees engaged can be a challenge, but Deltek Talent Management helps keep teams not only engaged, but helps them thrive. Now is the time to leverage continuous feedback and more frequent project-focused check-ins to stay in close contact with your employees. You can also provide opportunities for focused learning to cross train employees and invest in their future while preparing them for the next big project.

Manage Project Information From Anywhere

Having project emails, documents and drawings available and accessible from anywhere is more important than ever to keep projects on track. Ensure teams have access to the most current version of drawings, change orders, documents and all other project-related files so they can move projects forward and make informed decisions. Easily find, update and manage project information from a single location with Deltek Project Information Management to empower your project teams to deliver exceptional projects.  

On-Demand Learning

More than just software, Deltek is a partner that is committed to help your business thrive. That’s why we provide career development plans through Deltek Talent Management and deliver continuous learning opportunities through the Deltek Learning Zone that is accessible 24/7 and allows individual learning experiences to meet the needs of your teams. With visual infographics, click guides and self-paced learning options, we provide your teams flexibility to choose the option that suits them best.

Limited Time Offer: Get certified on Deltek Vision at no cost through June 30, 2020. Product certification study materials and exam are available at no cost to Deltek customers for a limited time.

Deltek Learning Zone Vision

Virtual Services & Support

Deltek is committed to ensuring your business can rely on us and that you receive the highest quality service, without disruption. Our globally distributed workforce is already accustomed to leveraging collaborative technologies to work remotely. The Customer Support Center is accessible any hour of any day, every day of the week, giving you access to a number of online resources when you need them most.

Deltek’s Global Consultants are prepared to work with you and your team to build a scalable project plan and training schedule, which can be executed virtually. Leverage our consulting teams’ extensive product and industry knowledge to design the right solution for your needs, all in a remote setting. For more information, contact Deltek Global Consulting.

Deltek Support Center


As you evaluate your remote workforce readiness, we’re here to help. Whether you need to improve your current processes, are looking for additional functionality to support your business or want to learn more about the Deltek Cloud, contact your Customer Success Manager, Account Manager or Deltek Partner to help better support your remote workers.