Have you seen Vision lately?

Your firm is always changing. How can it not? In the constantly evolving world we live in, advances in industry mean continued changes in your most critical business needs. Deltek is dedicated to delivering solution and performance innovation to our clients—a commitment that can be proven in our latest release of Vision 7, Mobile, Navigator and Cloud

Vision

Deltek Vision 7 is the latest industry-leading ERP solution for today’s successful Professional Services firms. Specifically designed to support the complete project life cycle of Professional Services firms, Vision 7 helps firms of all size win more business, deliver better projects and improve overall project performance.

Vision A number of core accounting enhancements in Vision 7.0 allow firms to gain more efficiency and accuracy from their accounting departments. Financial Management improvements include: Configurations to automatically send

preformatted EFT and Direct Deposit emails

A new, quick Online Check Review for easy viewing of payment details

Fee-based invoice allocation to more than one revenue account

A new Status on Organization feature that gives firms the ability to make an organization in Vision inactive or dormant.

Performance Management enhancements that make more data available for business intelligence analysis

Core Financial Enhancements

Vision

Continuing Deltek’s strive for better, more efficient Contract Management performance, Vision 7 streamlines workflow and creates more transparency to status and responsibilities between sales, finance, project management and clients.

Use Contract Management to track the creation and management of client contracts and change orders from the initial project scope through the signed agreement, eliminating any challenges associated with coordinating customer contracts. With Vision 7, efficient contract management brings clarity to the process and less manual effort needed from your teams. Contract Management

Vision Professional Services firms always need a way to manage and understand resource demand and capacity. Attuned to this need, Vision 7 has enhanced the generic resources from Vision (used as important placeholders in project plans to identify project needs) so that they can now be assigned attributes of location, discipline and skill set.

Giving Project Managers the ability to set up generic resources by the attributes that are most important to the project, Vision 7 provides deeper insight and more efficient project planning

Generic Resources with Attributes

Vision NEW User-Defined Information Centers, empowering your firm to create your own, fully-customizable platforms for whatever additional information you need. Eliminating the need to purchase a separate and costly solution to track additional, yet critical information (such as recruits, service requests or IDIQ contracts) Vision 7’s user-defined information centers provide you with a brand new space to track, link and integrate this data with other information within Vision. Giving you more efficient tracking of information that is not currently in Vision, this new capability lets you truly extend the power of your Vision solution with none of the cost or effort.

User Defined Info Centers

Vision

Vision 7 has so much more! www.deltek.com/vision to learn more

But wait, we’re not done!

Vision Navigator

What Project managers need to plan, manage and monitor their projects – in a streamlined and consolidated manner. This tool benefits project managers by giving them just what they need to do their job, while also benefiting the organization through more closely monitored projects. Collection of project data is more accurate and project information is more complete, resulting in more profitable projects.

Revolutionary New Tool for Project Managers

Vision Navigator

Simple, Easy to Use for Project Managers It will enable Project Managers to plan, budget and assign resources throughout the work breakdown structure of the project.

Vision Navigator

Simple, Easy to Use for Project Managers It will enable Project Managers to plan, budget and assign resources throughout the work breakdown structure of the project.

Vision Navigator

Browser independent Works on Tablets, PC and Mac

Navigator is changing the way Project Managers work!

www.deltek.com/vision to learn more

But wait, we’re not done!

Vision Navigator

Vision

Touch Time

With Vision Touch Time, employees can Enter time directly from their mobile device at the end of the day or at the end of a client meeting, rather than having to log into Vision to enter hours worked. No more hand-writing hours on paper to input at a later time—or worse yet, trying to remember how much time was spent on a specific task, days after it’s been completed.

Mobile Time Entry available on iOS and Android

Vision

Touch CRM

Mobile Access to Vision CRM available on iOS and Android

With Touch CRM, get access to your key Contacts, Clients and Opportunities in Vision CRM right on your mobile device, anytime and anywhere. Update key information on the go without having to try to remember when you get back to the office.

Enable your mobile teams! www.deltek.com/vision to learn more

But wait, we’re still not done!

Vision

Touch Time

Vision

Touch CRM

Vision Essentials

Deltek First–Vision Essentials provides software as a service – accessed through an Internet browser. It’s the only cloud-based solution built for unique needs of PS firms. Vision Essentials connects the firm on a single system– that’s easy to buy, simple to own, & secure to access.

Same powerful Vision solution, delivered via the Deltek Cloud

Vision Essentials

Vision Essentials

Deltek First

Easy to Buy

Essential PS Capability

Flexible Subscription

No Servers to Make Ready

1

Simple to Own

Maintained for You

Higher Level of Service

Easy to Adapt

Easy to Expand

2

Secure to Access

Access Anywhere Any Time

Yours Exclusively

Perpetual Back-Ups

Constant Monitoring

3

Same powerful Vision solution, delivered via the Deltek Cloud

www.deltek.com/first to learn more

One more thing!

Vision Essentials

Take it to the Cloud!

Kona is a FREE, cloud-based, social collaboration platform designed with people and conversations in mind. Rather than just focusing on tasks and the professional project managers (although this is perfect for them too), the goal was to establish a destination for people to connect, get organized and get things done across different situations, projects and “spaces.” Kona enables and empowers our communities of members to be productive—individually, within teams or across different groups—across their life projects. Use Kona by itself …

… or

Vision Navigator

+

By using Kona’s social Collaboration with Navigator, you can Manage and Collaborate on your projects in one place. Collaborate with the project team, share and collaborate on documents. Allow your Clients to engage with the project with no software to Install. Allow everyone better visibility into the project!

Bring FREE social collaboration tools to your projects

www.kona.com to start using this FREE tool

WOW, that was a lot of stuff!

Sign up for Kona today!

So have you seen Vision lately?

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@DeltekVision

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There is a lot going on!