Deltek Vision To the Rescue!
February 22, 2018

Deltek Vision To the Rescue!

Rhonda Lewis | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Deltek Vision

We use Vision for CRM and Proposals-Custom Proposals and Government forms. I love the connectivity between your firms, contacts with your opportunities and jobs. Using Vision enables us to store and retrieve our corporate history and the story of us...our projects, our people, and our client relationships. I confess I am a power-user and have done most of the configuration to the system, so, therefore, understand it more than most others, but I can provide data of any kind from our system. We are integrated with a different accounting platform, so I can also provide up-to-date project reporting. Vision configuration is set up to adhere and support many of our internal business policy documents. We also use an intranet connector that makes our information easily obtainable/viewable on PC and mobile app (not the Deltek mobile app). I have used the Deltek Vision product since 2005 and had prior Deltek products since the late 1990's. Dewberry is a 2,000 person firm with 50 office locations in 18 states.
  • The links developed between clients, contacts, jobs, employees, and activities ... and opportunities are very nice
  • We are able to easily configure the info centers (data tables) to meet our business model and policy
  • We are integrated with systems outside of Deltek Vision. We integrate and import (nightly) with data from our financial management system. We are also integrated with a third party intranet tool. Very easily done with the right staff on hand.
  • Users complain that it is difficult to use, cumbersome
  • Reporting and query functions are powerful but not for casual users
  • The entire platform is changing over the next 18 months. Which means I will totally have to re-do all my documentation and training materials and provide enterprise re-training. This is like going from an apple to a pizza - 100% overhaul. as the administrator, not looking forward to it.
  • Deltek Vision allows us to configure the standard info centers to capture the information we need to support our business model and decision making processes. We are able to create user-defined fields (date, numeric, currency, character, drop down list, pick lists, memo/rtf and relational database fields) on both standard tabs and user-defined tabs. This has made the product very valuable to using the system to support our business policies and help data management to support decisions easier.
  • Deltek Vision's custom proposal module and government forms modules shaves hours off of proposal preparation. Because Deltek Vision is the "source of truth" for our employee history and project history we are able to easily and quickly pull information from Vision onto proposal templates in minutes. Pulling information from a centralized repository gives our users confidence in the data, employee updates/feedback are made one time (in Vision) rather than every time a new proposal document is put in front of the employee, and gives our marketing professionals the extra time needed to craft the proposal to meet the RFP and client requested information. We use Deltek Vision to support of Strategic Plan goal for our company growing and win more work!
  • Deltek Vision has utilities that can be managed by designated system administrators. You don't have to have a SQL expert or DBA on staff to write basic workflows, queries and reports. If you have savvy staff on hand, that takes the time to learn the front end of the Vision product, you will be able to set up some automation and configuration that doesn't require an expert. Deltek Vision also allows you to design the layout of your screens using a easy Screen Designer tool.
We have used Deltek Vision and previous versions (names) of the product since the early 1990's. We are engaged in the system and are committed to the continued use of the product. I have long supported the value added to our company and benefits realized by our users.
I can provide my firm with both historical data and current, relevant data quickly and easily. We use Deltek Vision for opportunity management, client relationship management and proposal development and management. Vision is reliable. The customer care group is responsive. We have configured the product with custom fields, custom tabs, and custom info centers. Vision helps manage our business in many other ways than intended outside of the box. All of this is supported by Deltek.

Deltek Vision Feature Ratings

Standard reports
Custom reports
API for custom integration
Role-based user permissions
Single sign-on capability
Not Rated
Proposal Management