Transcription
VPVI-73:Upgrading toVantagepoint
Why Are We Here?» Upgrading to Vantagepoint» Panel Introduction» Discussion Topics» Q&A» Resources and Key Takeaways Deltek, Inc. All Rights Reserved.2
What is Deltek Vantagepoint?It is »»»»an upgrade for Visionusing the same technical footprinta new interfacethe result of years of feedback from customersQ1 Vantagepoint3.02020Vantagepoint Q12.020192017named Deltek for Professional Services (DPS)a reimplementation or data conversiongoing to eliminate your user defined contenta new product that you need to re-buygoing to contain all the functionality of Vision 7.6something to which we will “force” customerscloud onlyVision 7.6Final release underVision product name2015It is not »»»»»»»DPS 1.xNext generation ofVision; reimaginedinterfaceiAccessRebranded;expanded frontoffice functionalityNavigator 1.02012Vision 7.0PM focused browserinterface2012UDICs and VPMintroducedVision 6.020062016Vision 4.0Resource PlanningintroducedSmart clientinterface introducedVision 1.0Innagural release;Internet Explorerinterface200920023
Timeline and Logistical ConsiderationsDeltek forProfessionalServices 1.xReimagination 20172018Vantagepoint 2.0(March)Vantagepoint 3.0» Are you a cloud customer?(Q1)Vantagepoint 3.5(Q3)» Are you an on prem customer?20192020» Preview / test environment» Understand Cloudthe upgrade nuancesPreviews AvailableBy Request for VisionCustomersOn Prem –(July)Available By Request forVision Customers(May)CloudVantagepoint 3.0Upgrades Begin(Q1)» Ask questions, get answers Vantagepoint 4.0(Q4)2022Vision 7.6 ActivelyCloudSupportedVantagepoint 3.5Upgrades Begin(Q4)CONFIDENTIAL Deltek, Inc. All Rights Reserved.4
Your Distinguished PanelMaggie BrowningHeidi ShelburgTyler OlsenDeltek Systems AnalystProject Financial AnalysisManagerResource Manager Deltek, Inc. All Rights Reserved.5
Maggie Browning, Walker ConsultantsCompany OverviewMaggie’s Profile» 335 Employees» Privately held A&E Firm that providescomprehensive parking consulting capabilities inplanning, management/operations, design, andrestoration» 22 Domestic Offices, 1 International» Headquarters: Tampa, FL» Walker serves 50 States and 50 Countries» Walker Consultants is employee-owned and hasbeen in business for over 55 years» Responsible for researching, understanding, andimplementing the current and future capabilities ofDeltek» Managers the customized applications currently inuse across Walker’s 23 offices» Assisted Walker's increased productivity by furthercustomizing the Deltek software and by streamlining,simplifying, and automating more accountingprocesses» Managed Walker's transition from Vision 7.6 toVantagepoint 1.x in September of 2018;» Currently, managing the testing of the Vantagepoint2.0 environment and preparing for a upgrade in Q22020CONFIDENTIAL Deltek, Inc. All Rights Reserved.6
Walker ConsultantsCONFIDENTIAL Deltek, Inc. All Rights Reserved.7
Heidi Shelburg, PAECompany OverviewHeidi’s Profile» 400 Employees» MEPLT Cx and BAM Services» Headquartered in Portland OR; 4 offices and 3satellite offices» There are approximately 6 million commercialbuildings in the US, only 23 are living buildings,7 of which have been designed by PAE» ERP Administrator since August 2019; previously aproject accountant» Built and managed the project financial analyst teamas our firm grew over the past 7 years from 63employees to 400» Responsible for business practices, tooldevelopment, Vantagepoint software testing anddevelopment» Involved with data integration and consolidation andtransitioning the PFA Team Management to myreplacement» Helped move the company toward paperless byeliminating printing of over 35,000 sheets per yearby utilizing software the PMs were comfortable withCONFIDENTIAL Deltek, Inc. All Rights Reserved.8
PAE4123LEEDPlatinumNet ZeroLEADERS LANDLIVING BUILDINGCONFIDENTIAL Deltek, Inc. All Rights Reserved.9
Tyler Olsen, Jones and DemilleCompany Overview» Full-service, award-winning firm shaping the qualityof life since 1982» Headquartered in Richfield; 110 employees» Eight office locations and three field officesthroughout the rural Intermountain Region» Civil engineering, funding procurement, projectleadership, GIS, survey, construction management,planning, materials testing and related professionalservices» Rural Community Consultants subsidiary, theplanning arm of Jones & DeMille, recentlydeveloped and released our FundingFinder application; on online “catalog” of fundingoptions for local government leaders seekingfunding supportTyler’s Profile» With Jones & DeMille Engineering for 3 years» Oversees training and education, managingadministration protocols and staff, implementingautomation» Works to increase efficiency within project delivery,accounting, and internal processes» Coordinate resources, personnel, and projectplanning efforts» Contributing member of the firm’s internalInnovations Group» instrumental in the implementation, education, andtraining of Vantagepoint platformsCONFIDENTIAL Deltek, Inc. All Rights Reserved.10
Jones and DemilleCONFIDENTIAL Deltek, Inc. All Rights Reserved.11
Current Vantagepoint InfoWalker Consultants» Accounting, CRM, Resource Planning, Time &Expense, and Dashboards» Deployed Vision in January of 2005» Upgraded to Vantagepoint 1.x in September 2018PAE» CRM, Resource Planning, Financial Processing,Line Item Approvals, Dashboards» Upgraded in June of 2018Jones and Demille» 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 2.0September 2019CONFIDENTIAL Deltek, Inc. All Rights Reserved.12
CONFIDENTIAL Deltek, Inc. All Rights Reserved.13
Upgrading to Vantagepoint? What are the three mostimportant things a Visionusing organization shouldunderstand / do whenupgrading?CONFIDENTIAL Deltek, Inc. All Rights Reserved.14
Upgrading to Vantagepoint? Post upgrade, what has beenthe most difficult / timeconsuming aspect?CONFIDENTIAL Deltek, Inc. All Rights Reserved.15
Upgrading to Vantagepoint? What was the biggestsurprise or unforeseencomponent of the upgrade /upgrade process?CONFIDENTIAL Deltek, Inc. All Rights Reserved.16
Upgrading to Vantagepoint? What has been the responseof your organization / users?CONFIDENTIAL Deltek, Inc. All Rights Reserved.17
Upgrading to Vantagepoint? Since upgrading, whataspects of Vantagepointhave you / your usersmost excited?CONFIDENTIAL Deltek, Inc. All Rights Reserved.18
Upgrading to Vantagepoint? Bottom line lessonslearned?CONFIDENTIAL Deltek, Inc. All Rights Reserved.19
Upgrading to Vantagepoint? What questions do youhave for our panel?CONFIDENTIAL Deltek, Inc. All Rights Reserved.20
CONFIDENTIAL Deltek, Inc. All Rights Reserved.21
Tools and Resources to Help You PrepareEco SystemPartners, resellers,ISVs provide a richset of supplementalresourcesDeltekGlobalConsultingCAP &ReadinessPortalDeltek expertiseand experience canhelp you upgrade,implement andextendLeverage the vastarray resourcesDeltek provides tohelp you prepare andexecutePeer FirmsSome of the bestexpertise comes fromyour peer firms andcolleaguesDeltekUniversityDeltek’s internallearning resourcescan help you train thetrainer or train yourusers directlyCONFIDENTIAL Deltek, Inc. All Rights Reserved.22
Tools and Resources to Help You Prepare» Vantagepoint user group space inDeltek Collaboration» Share lessons learned, ask questions,share tips, etc.» Interested? Contact Heidi AL Deltek, Inc. All Rights Reserved.23
Thank You!
» MEPLT Cx and BAM Services . 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
