PROJECT-BASED ERP FOR PROFESSIONAL FIRMS

Manage the complete project lifecycle to increase profitability


 

target

WIN MORE BUSINESS

Easily manage client relationships, track opportunities, and estimate project costs.

streamline

EXECUTE PROJECTS

Reduce project risk and deliver projects on time and on budget to improve customer satisfaction.

advance

IMPROVE PERFORMANCE

Employ faster reporting processes and provide role-based metrics to key decision makers.


 

THE ENTIRE PROJECT LIFE CYCLE IN VIEW

Thousands of project focused organizations rely on Deltek’s enterprise resource planning solution, Vision, every day to win more business, deliver successful projects and improve overall firm performance. Much of their success can be attributed to the fact that Deltek Vision is designed to specifically meet the needs of businesses that depends on finding, winning, managing and executing successful projects for their clients.

With Deltek Vision, you’ll experience higher win rates, improved employee utilization, streamlined project management and reduced DSO. You’ll gain incredible visibility and real-time insights to keep profitability and cash flow high. Vision provides the answers you need to become a smarter and more nimble business. Built specifically for professional services firms, Deltek Vision ERP provides:

  • Complete visibility into opportunities throughout the firm that can be analyzed to make better business decisions and win more business
  • Full project management, budgeting and scheduling to help execute projects on time and under budget
  • Designed to meet the needs of project-focused firms out of the box to manage the entire project life cycle

BENEFITS BY ROLE

Business Development

Spend less time chasing down information and more time chasing new and repeat business.

  • Single repository for marketing/sales data saves time and increases data reliability
  • Automate the entire proposal process to create winning proposals faster
  • Unified and consistent approach to managing your client relationships

 

Executive

Executives need full visibility over the business to help address the most pressing issues. Vision gives executives the edge they need with:

 

  • Quick, self-service access to targeted, easy-to-understand reports and performance metrics
  • Accurate, detailed invoices to shorten the billing cycle and increase cash flow
  • Automation of critical business processes around the engagement, execution and delivery of projects

Finance

Your Finance team has little time to spare, and each task needs to be completed accurately and quickly. Vision can help you address these accounting challenges.

 

  • Get real-time project, financial and business information from anywhere at anytime
  • Stay on top of the collections process with targeted aging reports and alerts
  • Eliminate the need for work-arounds and outside systems with our feature-rich software

Information Technology

Information Technology specialists spend most of their days filled with urgent matters. Vision is built to avoid unnecessary hassles and troubleshooting.

 

  • Web-based architecture enables all system maintenance to be done at the server level
  • .NET framework for up-to-date technology and compatibility
  • Easily scalable to account for company growth

Operations

Get a better view of what is going on in your organisation with the controls and features that are built into Vision.

 

  • Eliminate manual processes
  • Receive comprehensive reporting
  • Increase project awareness across the business
  • Get live, reliable data in an easy-to-navigate interface

Project Management

Project Managers face daunting challenges to bring projects/engagements in on time and at the highest possible level of profitability. Vision helps them accomplish these tasks with:

 

  • Real-time information to help identify problems early enough to allow for timely course correction
  • Tools to constantly monitor project status and staff utilisation
  • One integrated system to track all financial, project and resource planning data

VISION IN THE CLOUD DEMO
Watch the video to learn how Vision in the Cloud is the perfect fit for growing professional services firms.

For more information click here or sign-up below: