Overall Satisfaction with Deltek Vision
Currently [it is] primarily being used for timesheets and accounting. CRM is still getting consolidated and cleaned up. Looking to roll out company-wide next year for CRM and project management features.
- Integration of accounting records to CRM records
- Tracking project contacts
- Configurations section is not user friendly and is clunky and poorly laid out / designed. (Very obvious that CRM was completely separate program that was forcibly integrated into accounting portion)
- Please hire a user interface designer
- No good way to track when projects get new names, are acquired by new owners, ...
- No good way to track people across projects and organizations as they move over the years.
- We have the potential to manage more of our business with this tool...but the amount of tweaking and customization it takes to do so effectively and easily is at times discouraging.
- Getting into Vision is the beginning of a long term relationship with your DELTEK consultant. It's not a one time set up fee...you're pretty much reliant on them to fix any errors and make continuous improvements...forever (unless you hire an in-house SQL specialist).
- The true cost in time and money for getting DELTEK Vision up and running should be more accurately portrayed.
Deltek Vision Feature Ratings
Deltek Vision Support
Pros | Cons |
---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
No - We don't need it. With the Quick Chat feature, most of my issues don't even make it to the case phase. The really hard problems have to be dealt with by using "Stored Procedures" anyhow, and that is beyond DELTEK's customer care service (wish it wasn't).
Yes - Yes
"There was an update and now something doesn't work anymore." This is usually a nightmare inducing scenario, but the folks I've dealt with at DELTEK always help me search high and low (pretty exhaustively, I might add) to pinpoint the problem and get a fix to me that I can implement without having to hire a consultant. That is much appreciated, since we have a modest operating budget and can't afford all these "extra fixes".
Using Deltek Vision
Pros | Cons |
---|---|
Like to use Easy to use | Unnecessarily complex Requires technical support Not well integrated Inconsistent Slow to learn Cumbersome Lots to learn |
- Linking people & companies to projects
- Custom reports, or just customizing existing reports
- Report layout modifications
- Tracking contacts through their professional careers without losing information about old firms and old relationships
- Modifying built-in grids to feature information that we want to see
- Creating aliases for project names (architecture projects often have many many names throughout its life)
Yes - It's quite limited.