Quarterly Town Hall Recap: New Features in Vantagepoint to Enable You to Do More

Posted by Megan Miller on February 11, 2021

Deltek Product Events

The Vision quarterly customer town halls are part of our commitment to our users to ensure you have the latest information about their solutions, can get tips and tricks from the experts and can get updates about what’s happening with Deltek.

During the final quarterly town hall of 2020, the product management team reviewed some of the recent enhancements to Vantagepoint along with what’s coming in the near future. Attendees can also learn about upcoming changes for Deltek University and an overview of how Deltek Global Consulting can support your company post-implementation.

 

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What’s New in Vantagepoint?

In this town hall, product directors Dawn Gajewski and Melissa Coffey highlight some of the new key features and enhancements. You’ll learn about the new project drill down features, how to best leverage revenue forecasting, how to simplify expense entry with a simple photo of the receipt and Intelligent Character Recognition (ICR), dashboard enhancements to provide you more flexibility to access the information you need and many more developments requested directly from customers.

To see the latest features in action, be sure to watch this town hall.

What’s Coming in Vantagepoint?

Melissa Coffey also highlights what to expect in the next release. Users will be able to take advantage of improvements to Vantagepoint Intelligence, the business intelligence module of Vantagepoint, as well as digitally markup draft invoices, credit card matching for expenses, and biometric authentication for mobile to enhance security for our users.

In addition, Teresa Bever introduced Vantagepoint Connect – the new Outlook Add-in for Vantagepoint. Vantagepoint Connect will save business developers and project managers time by managing their client activities, contacts and more directly from Outlook. CRM users can easily schedule meetings with the Vantagepoint Connect scheduling assistant, create new contacts from an email, track activities and touch points with clients or simply review the latest information about a client or contact from directly within Outlook. Vantagepoint Connect makes it easier than ever to keep your teams connected with clients, proactively managing pursuits and coordinating across the team.

More details about these features will be shared soon on the Vantagepoint blog.

How to Upgrade to Vantagepoint

Vantagepoint delivers a modern user experience, streamlined processes, reimagined workflows, and new enhancements based on years of customer feedback. Now is the perfect time to start planning for your upgrade.

If you haven’t already, check out the Vantagepoint Readiness Portal in the Deltek Learning Zone. Need help? Contact your account manager, customer success manager or Deltek partner.

Deltek University Update

Damon Shratter highlighted the new Deltek Learning Zone (DLZ) platform that provides better search and filter options to find the content you need quickly. The Deltek Learning Zone is a vital part of your users’ success. We encourage you to take time to learn more about the recent changes and see how the DLZ can make it easier than ever to empower your users with Deltek.

Leveraging Deltek Consulting to Drive Your Success

Many companies leverage Deltek’s consulting services during implementation, but did you know you can leverage Deltek Global Consulting for more than just your implementation? During this town hall, Kirsten Herd shared some post-implementation services that your company may want to explore. Learn more about optimization workshops, add-on services, reporting services, post-upgrade training and many other services that can help your company do more with your Deltek solutions. Deltek Global Consulting is also available to support your business with your upgrade to Vantagepoint with the right plan to meet your needs. Be sure to watch the webinar and contact Deltek Global Consulting for more details.