Deltek Vision for Engineering & Architecture Firms
Updated April 22, 2021
Deltek Vision for Engineering & Architecture Firms
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with Deltek Vision
We use Deltek Vision across our entire company. It is used to record our Timesheet and Expense items, invoices, project management, proposal tracking, and CRM functions. We have also used the User Defined sections to build out other areas of our business. We needed a system to record and track, such as recording safety and professional training records, Corrective Action records, safety equipment inventory, and employee records.
- The ability to build out your own user-defined fields, grids, and even whole Info Centers is a huge plus. We can build out what we need in-house, without needing to engage outside consultants for most needs.
- The ability to create both user-initiated and scheduled workflows allows us to add intelligence to our actions within the system. We have weekly scheduled reports going out to the various levels of our organization, as well as workflows to trigger multiple field updates, alerts, emails, etc. to keep necessary people on the path and informed.
- We have had the system for several years and have modified it to fit our needs. Over the years, Deltek Vision has rolled out several updates that closely mimic our modifications. However, the testing of their new updates is not typically stellar. I have to open cases to flag inconsistencies or bugs with new items, even years after they have been released. With them focusing on getting Vantagepoint up and running, those bugs are pushed to the back burner, and they can't give me dates on when they will be fixed, so we continue to use our modifications instead of their available options.
- Their CRM system will have improved functionality in the new Vantagepoint system. Still, it hasn't been able to interact with Outlook to utilize the contacts, clients, or activities (calendar) across networks. This has been a massive ask from our sales force. We have yet to gauge the new functions and how well they work in Vantagepoint.
- We went from using a DOS-based accounting system that all the management had to go to Accounting for a weekly printout of status reports, and there wasn't much visibility into the network. Deltek Vision gave our PMs and management information at their fingertips, without having to wait on someone else to get the info.
- A lot of quality control was handled outside of an electronic system through Microsoft Excel forms. With Deltek Vision's user-defined functions, we were able to bring those functions into a system that could then be reported on, send automatic reminders, and create dashboards. This has been hugely beneficial in not losing sight of action items etc.
I have not had the chance to test out any other Deltek Vision "like" programs, so I don't have a lot of visibility into how it would stack up against current competitors. We used to operate on the AS400 DOT system, and Deltek Vision was a HUGE upgrade from that system. So many more features and abilities.