vpvi-73 · simplifying, and automating more accounting processes » managed walker's...
TRANSCRIPT
VPVI-73:Upgrading to Vantagepoint
Why Are We Here?» Upgrading to Vantagepoint
» Panel Introduction
» Discussion Topics
» Q&A
» Resources and Key Takeaways
2© Deltek, Inc. All Rights Reserved.
What is Deltek Vantagepoint?
3
Q1
2019
2017
2002
DPS 1.x
Vision 1.0
Next generation of
Vision; reimagined
interface
Vantagepoint
2.0
2009Vision 6.0
2006Vision 4.0
2012Vision 7.0
2016Vision 7.6
2012Navigator 1.0
2015iAccess
Final release under
Vision product name
Rebranded;
expanded front
office functionality
PM focused browser
interface
UDICs and VPM
introduced
Smart client
interface introduced
Resource Planning
introduced
Innagural release;
Internet Explorer
interface
Q1
2020Vantagepoint
3.0
It is…» an upgrade for Vision
» using the same technical footprint
» a new interface
» the result of years of feedback from customers
It is not…» named Deltek for Professional Services (DPS)
» a reimplementation or data conversion
» going to eliminate your user defined content
» a new product that you need to re-buy
» going to contain all the functionality of Vision 7.6
» something to which we will “force” customers
» cloud only
Timeline and Logistical Considerations
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2017 2018
Deltek for Professional Services 1.x
2020 2022
Vantagepoint 3.0(Q1)
On Prem –Available By Request for
Vision Customers(May)
Vision 7.6 Actively SupportedCloud
Vantagepoint 3.0Upgrades Begin
(Q1)
Reimagination…
Vantagepoint 2.0(March)
CloudPreviews Available
By Request for Vision Customers
(July)
2019
Vantagepoint 3.5(Q3)
Vantagepoint 4.0(Q4)
CloudVantagepoint 3.5Upgrades Begin
(Q4)
» Are you a cloud customer?
» Are you an on prem customer?
» Preview / test environment
» Understand the upgrade nuances
» Ask questions, get answers…
Your Distinguished Panel
Deltek Systems Analyst
© Deltek, Inc. All Rights Reserved. 5
Maggie Browning
Project Financial Analysis
Manager
Heidi Shelburg
Resource Manager
Tyler Olsen
Maggie Browning, Walker Consultants
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» 335 Employees
» Privately held A&E Firm that provides
comprehensive parking consulting capabilities in
planning, management/operations, design, and
restoration
» 22 Domestic Offices, 1 International
» Headquarters: Tampa, FL
» Walker serves 50 States and 50 Countries
» Walker Consultants is employee-owned and has
been in business for over 55 years
Company Overview
» Responsible for researching, understanding, and
implementing the current and future capabilities of
Deltek
» Managers the customized applications currently in
use across Walker’s 23 offices
» Assisted Walker's increased productivity by further
customizing the Deltek software and by streamlining,
simplifying, and automating more accounting
processes
» Managed Walker's transition from Vision 7.6 to
Vantagepoint 1.x in September of 2018;
» Currently, managing the testing of the Vantagepoint
2.0 environment and preparing for a upgrade in Q2
2020
Maggie’s Profile
Walker Consultants
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 7
Heidi Shelburg, PAE
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 8
» 400 Employees
» MEPLT Cx and BAM Services
» Headquartered in Portland OR; 4 offices and 3
satellite offices
» There are approximately 6 million commercial
buildings in the US, only 23 are living buildings,
7 of which have been designed by PAE
Company Overview
» ERP Administrator since August 2019; previously a
project accountant
» Built and managed the project financial analyst team
as our firm grew over the past 7 years from 63
employees to 400
» Responsible for business practices, tool
development, Vantagepoint software testing and
development
» Involved with data integration and consolidation and
transitioning the PFA Team Management to my
replacement
» Helped move the company toward paperless by
eliminating printing of over 35,000 sheets per year
by utilizing software the PMs were comfortable with
Heidi’s Profile
PAE
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 9
LEED
Platinum41 Net Zero 23
7 Living
Buildings
130
LEED
Gold
LEADERS IN
SUSTAINABLE
DESIGN
PORTLAND
LIVING BUILDING
Tyler Olsen, Jones and Demille
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 10
» Full-service, award-winning firm shaping the quality
of life since 1982
» Headquartered in Richfield; 110 employees
» Eight office locations and three field offices
throughout the rural Intermountain Region
» Civil engineering, funding procurement, project
leadership, GIS, survey, construction management,
planning, materials testing and related professional
services
» Rural Community Consultants subsidiary, the
planning arm of Jones & DeMille, recently
developed and released our FundingFinder™
application; on online “catalog” of funding
options for local government leaders seeking
funding support
Company Overview
» With Jones & DeMille Engineering for 3 years
» Oversees training and education, managing
administration protocols and staff, implementing
automation
» Works to increase efficiency within project delivery,
accounting, and internal processes
» Coordinate resources, personnel, and project
planning efforts
» Contributing member of the firm’s internal
Innovations Group
» instrumental in the implementation, education, and
training of Vantagepoint platforms
Tyler’s Profile
Jones and Demille
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Current Vantagepoint Info
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» Accounting, CRM, Resource Planning, Time &
Expense, and Dashboards
» Deployed Vision in January of 2005
» Upgraded to Vantagepoint 1.x in September 2018
Walker Consultants
» CRM, Resource Planning, Financial Processing,
Line Item Approvals, Dashboards
» Upgraded in June of 2018
PAE
» CRM, Payroll, Accounting, Asset Management,
Resource Planning, Time & Expense
» Upgraded from Vision 7.6 to Vantagepoint 1.x (DPS)
in November 2017 and now to Vantagepoint 2.0
September 2019
Jones and Demille
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Upgrading to Vantagepoint
? What are the three most
important things a Vision
using organization should
understand / do when
upgrading?
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Upgrading to Vantagepoint
? Post upgrade, what has been
the most difficult / time
consuming aspect?
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Upgrading to Vantagepoint
? What was the biggest
surprise or unforeseen
component of the upgrade /
upgrade process?
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Upgrading to Vantagepoint
? What has been the response
of your organization / users?
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 17
Upgrading to Vantagepoint
? Since upgrading, what
aspects of Vantagepoint
have you / your users
most excited?
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 18
Upgrading to Vantagepoint
? Bottom line lessons
learned?
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Upgrading to Vantagepoint
? What questions do you
have for our panel?
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 20
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Tools and Resources to Help You Prepare
Eco System
Deltek
Global
Consulting
CAP &
Readiness
Portal
Peer FirmsDeltek
University
Partners, resellers,
ISVs provide a rich
set of supplemental
resources
Deltek expertise
and experience can
help you upgrade,
implement and
extend
Leverage the vast
array resources
Deltek provides to
help you prepare and
execute
Some of the best
expertise comes from
your peer firms and
colleagues
Deltek’s internal
learning resources
can help you train the
trainer or train your
users directly
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 22
Tools and Resources to Help You Prepare
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 23
» Vantagepoint user group space in
Deltek Collaboration
» Share lessons learned, ask questions,
share tips, etc.
» Interested? Contact Heidi Shelburg
Thank You!