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, Mobile, Navigator and Cloud
deltek.com/vision
Core
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Mobile Collaboration
What’s new in Vision?
Deltek Vision 7 is specifically designed to enhance the
complete project life cycle of professional services
firms.
INTRODUCING VISION 7…
…with the newest features and
latest enhancements in Deltek Vision.
WIN MORE MANAGE MORE DELIVER MORE
deltek.com/vision
WIN MORE
deltek.com/vision
with Vision 7
Managing the pipeline is critical in any
professional services firm.
Vision 7 delivers enhanced dashboards, Adobe
InDesign integration, improved opportunity
reports and much more to streamline your
project pursuits.
deltek.com/vision
With Vision, capturing a complete picture of the
information you need for proposals is easy. And
now, it’s easier and faster than ever to transform
your data into elegant proposals and collateral in
the style and format you need.
InDesign Integration Create sleek, sophisticated proposals in
Microsoft Word and now Adobe InDesign
directly from Deltek Vision.
deltek.com/vision
Now you can customize your proposal for a specific project, guaranteeing that you grab your prospect’s attention for more successful business development.
Dashboard Customization
Get more of the information you need at your fingertips with
Vision 7. You can customize the columns you want to see for
each dashpart and review invoices at a glance with a new
aged A/R option.
Better manage your
clients, projects and
overall business with
Vision 7 dashboard
enhancements
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MANAGE MORE
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with Vision 7
Time is money and effectively managing
resources and data is key to professional
services firms.
Vision 7 makes it quick and easy to manage
more information in one place with new user
defined info centers, contract management,
generic resource attributes and
performance management to name a few.
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Create fully-customizable platforms
to track all the info you need,
eliminating separate and costly solutions.
User Defined Info Centers With Vision 7, create your own info
centers to efficiently track, link and
integrate additional information to
your Vision data. New user defined
info centers let you truly extend the
power of your Vision solution and
track critical information like
recruits, service requests, IDIQ
contracts and more in one central
location – the true hub of your organization.
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Contract Management
Track new client contracts
and manage change orders
from the initial project
scope through the signed
agreement, eliminating
challenges associated with
coordinating contracts.
Continuing Deltek’s strive for better, more efficient contract management,
Vision 7 streamlines workflow and creates more transparency to status and
responsibilities between sales, finance, project management and clients,
bringing clarity to the process and reducing manual effort for the team.
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Professional Services firms always need
a way to manage and understand
resource demand and capacity. Attuned
to this need, Vision 7 enhanced the
generic resources (used as important
placeholders in project plans) so that
they can now be assigned attributes of
location, discipline and skill set.
Give project managers the ability to set up generic resources with
attributes most important to the project for more efficient and effective
project planning with Vision 7.
Generic Resources with Attributes
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Compensation Breakdown Vision 7 provides additional
granularity for the project’s fee
structure so project managers
can quickly know more about the
financial details of the project.
Breaking down key project
financial metrics, such as
compensation, gives project
managers better insight and more control over project outcomes.
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Deltek’s Vision Performance
Management (VPM) module offers
project-focused organizations a
powerful business intelligence tool
that helps organizations turn critical
business data into usable, proactive
knowledge.
In Vision 7, the VPM data cubes are
expanded to include additional data
and feature a brand new presentation
layer that allows you to see data like
you’ve never seen it before.
VPM delivers organizational performance data in
easy-to-read, interactive and visually-oriented
dashboards that drive more business.
NEW – Vision Performance Management
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VPM now includes: A brand-new layer, powered by Tableau®,
that presents data in interactive and
visually-rich dashboards
Many out-of-the-box, role-based
dashboards that cover everything from
executive level views, to project manager
related data and overall company
performance
The ability to visualize performance data against Key Performance Indicators (KPIs) so that you
can see your actual data compared with organization goals
Powerful desktop authoring tools that makes it easier than ever to build
your own dashboards for your business’ unique, visualization needs
NEW – Vision Performance Management
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DELIVER MORE
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with Vision 7
Streamlining project financials leads to more
efficiency, greater accuracy and better results.
Vision 7 brings even more capabilities with
enhancements such as invoice approvals,
attaching documents to transactions, improved
reconciliation and so much more.
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Gain more efficiency and accuracy for accounting with several core accounting
enhancements in Vision 7 including:
Automatically send pre-formatted EFT and direct deposit emails
A new, quick Online Check Review to easily
view payment details
Fee-based invoice allocation to more than
one revenue account
A new Status on Organization feature to make an
organization in Vision inactive or dormant
Performance Management enhancements
that make more data available for business
intelligence analysis
Core Financial Enhancements
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With Vision 7, employees
can attach receipts to
expense reports, and
finance team can attach
documents to A/P vouchers.
Documents are integrated into the billing process so your firm can accurately bill
out reimbursable expenses to your clients. The result is more efficient expense
management, more consistent billing for finance professionals, increased clarity
and reduced manual effort throughout the entire billing process.
Transaction Document Management
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Timesheet Auditing Vision 7 offers Timesheet Auditing to
better control timesheet entry and
correction. See what was entered, what
was changed, when the changes were
made, who made the changes and why
the changes were made.
Timesheet auditing also allows for
transfers, giving additional control even
after the timesheet is posted.
Timesheet auditing helps firms avoid losing hours that could have been billed,
control who is making changes and minimize the time it takes to correct errors.
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Vision 7 speeds up the billing process with
an all-new invoice approval system within
the Vision platform. Users in the ‘biller’ role
can submit invoices for approval and then
‘approving users’ can preview the invoice,
review the detail, edit the labor and
expenses and even provide comments.
The ‘approver’ can also approve or reject
invoices as needed.
Invoice Approvals
Invoice Approvals allow accounting, executives and employees to speed up invoicing and capture relevant information within a single, integrated platform.
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Bank Reconciliation Streamline the bank
reconciliation process with
Vision 7. You can control how
EFT payments are displayed,
“close” bank statements once
reconciliation is complete and
start a new statement with the
closing balance of the previous
statement.
Streamlining bank reconciliation provides more information to resolve issues
and enables smarter application from one reconciliation to the next.
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Credit Card Reconciliation Make it easy for employees to
get corporate credit card
charges billed to the right project
with Vision 7.
A/P can import charges and
notify employees that they are
ready for review. Employees can
then assign the charges to the
appropriate project on their
individual expense report.
Eliminate unnecessary emails to identify charges, improve project cost
allocation accuracy and allow accounting to focus on missing charges.
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Vision 7 has so
much more!
Go to deltek.com/vision to learn more
But wait, we’re not done! deltek.com/vision
ACCESS MORE
deltek.com/vision
with
Vision Navigator
and Vision Mobile
Deltek has developed new tools to improve the user
experience and give employees access to Vision data
anytime, anywhere.
INTRODUCING VISION NAVIGATOR
AND VISION TOUCH…
NAVIGATOR TOUCH TIME &
EXPENSE
TOUCH CRM
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This tool is just what project
managers need better manage
their projects – in a streamlined
and consolidated manner. Project
managers have just what they
need to do their job, leading to
more accurate project information
and more closely monitored and
more profitable projects.
Vision Navigator Revolutionary New Tool For Project Managers
Project managers can easily and effectively plan, manage and
monitor projects through an easy-to-use interface. With Navigator, get what you need anywhere, anytime.
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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
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Project managers can
budget and monitor
labor, expenses and
contractors through this
easy-to-use project
management workspace.
Vision Navigator Budget Labor, Expenses and Contractors
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Works on Tablets, PC and Mac
Vision Navigator Browser Independent
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With Vision Touch Time & Expense,
employees can enter time, track
expenses, upload receipts and
submit reports anywhere, anytime.
No more late timesheets, stacks of
expense receipts or trying to find a
Wi-Fi hotspot. Save time and effort
with Time & Expense on the go.
Available on iOS, Android and Windows
in the app stores
Mobile Time & Expense
Deltek Vision Touch
Time & Expense
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With Touch CRM, get access to your key
Contacts, Clients, Opportunities and
Activities in Vision CRM right on your
mobile device, anytime and anywhere.
Update key information on the go instead
of trying to remember when you get back
to the office.
Mobile Access to Vision CRM
Deltek Vision Touch CRM Available on iOS, Android and Windows
in the app store
deltek.com/vision
Go to deltek.com/vision to learn more.
But, wait. We’re still not done!
Enable your teams anytime, anywhere!
deltek.com/vision
NAVIGATOR TOUCH TIME &
EXPENSE
TOUCH CRM
COLLABORATE
MORE
Kona.com
with Kona
Kona.com
Kona is a cloud-based, social collaboration
platform designed with people and
conversations in mind.
Don’t just focus on the tasks. Instead, get
people connected, get organized and get
things done across different projects,
initiatives and spaces.
Use Kona by itself … or…
Kona.com
Manage and collaborate on
opportunities or projects in
one place
Improve proposal
coordination for the whole
team with tasks and
discussions
Allow your project team and
clients to engage and
collaborate on projects with
no software to install
Vision +
Bring social collaboration to your projects
Kona.com
Vision Navigator
+
Bring social collaboration to
your projects…anywhere
By using Kona with Navigator, you
can manage and collaborate on your
projects in one place
Collaborate with the entire project
team, share documents and engage
clients with no software to install
Allow everyone better visibility
into the project!
Kona.com
TAKE IT TO
THE CLOUD
deltek.com/first
with Deltek First
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 the 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
deltek.com/first
Vision Essentials
Deltek First
Easy to Buy Essential PS Capability
Flexible Subscription
No Servers to Prepare
1 Simple to Own Maintained for You
Higher Level of Service Easy to Adapt
Easy to Expand
2
Secure to Access Access Anywhere, Anytime
Yours Exclusively Perpetual Back-Ups Constant Monitoring
3
Same powerful Vision solution,
delivered via the Deltek Cloud
deltek.com/first
Vision Essentials
Go to deltek.com/first to learn more.
Vision Essentials
Take it to the Cloud!
deltek.com/first
Follow our blog or Twitter account for the latest:
Deltek Vision blog
@DeltekVision
Stay informed with all of the
new and exciting stuff
deltek.com/vision
Make sure you are receiving important
Deltek emails.
You can control what emails you get from us at:
deltek.com/legal/managesubscriptions
Join a Vision user group and collaborate with other users.
So, have you seen
Vision lately?
There is a lot going on!
Learn More Contact Us
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with Customer Care
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