VI44: What is a Vision/Vantagepoint Workshop? · » Previously Worked at a Structural Engineering firm in WDC area » Ran the WDC User Group for 8 years » Vast experience in DPS,

VI44:What is a Vision/Vantagepoint Optimization Workshop?

Stephanie Staats, DeltekTracy Peets, Deltek

Agenda» Introduction

» What is a VOW?

» Who Would Benefit

» How Does it Work

» When/Where

» Why/Customer Case Studies

CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 2

Introductions

» Has worked for Deltek for ~ 4 years

» Previously Worked at a Structural Engineering

firm in WDC area

» Ran the WDC User Group for 8 years

» Vast experience in DPS, Vision Accounting,

Asset Management, Payroll, CRM, Billing,

Purchasing, Credit Cards, Revenue Generation,

OH Allocation, Multi-Company, Multi-Currency,

Planning

Stephanie StaatsPrincipal Consultant


» CRM & Proposals implementations

» Works with Clients - very small to very large (9 or

so to 1000s)

» Started in industry in 1984; providing consulting

for two decades

Tracy PeetsSr. Principal Consultant


What is an Optimization Workshop?


A Vision/Vantagepoint Optimization Workshop (VOW) is a complete review

and business process assessment, used to help you improve performance

and decide which enhancements/features are uniquely important to your

business. And most importantly how to implement them quickly and

successfully.

What is an Optimization Workshop

What is a VOW» Dozens performed each year

» Average recommendations – 30+

» Performed by a Deltek expert

» Participants are decided by your firm

» Agenda is customized by your firm


What is Covered During the Workshop


MANAGING

RELATIONSHIPS &

OPPORTUNITIES

BUDGETING AND

TEAM PLANNING

PROJECT

MANAGEMENT

MONITOR PROGRESS

AND UTILIZATIONCOST CONTROL

REPORTING AND

BUSINESS

INTELLIGENCE

» Core Vision VOW

» Accounting Business

Practices

» Billing

» Advanced Functionality

» New Modules/Features

» Key Performance Indicators

» Vision CRM VOW

» Project Life Cycle

» Opportunity Life Cycle

» CRM Modules

» Proposals

» Activities

Types of Optimization Workshops


Who Would Benefit?

» Clients who:

» Come from legacy software, such as Sema4, Advantage, FMS, Cosential, Dynamics

» Have been on Vision 3+ years

» Feel they are not getting the greatest ROI

» Have recently experienced key employee turnover

» Feel they like there are things about the system they are missing

» Self-deployed CRM or other key modules

» Are preparing to migrate to Vantagepoint

Who Would Benefit


Why Perform the VOW

» Some Key Thoughts

» We don’t know what we don’t know

» What can we do better

» How do we compare with other firms

» Positioning our system for the future of our company

13 ©2014 Deltek, Inc. All Rights Reserved

Preparation for Success

» Clear understanding of workshop expectations

» Attendees and agenda

» Current system overview for participants

» Clear outline of system goals and objectives

» Drafts of new reports wanted or reports not giving as much as expected

14 ©2014 Deltek, Inc. All Rights Reserved

How Does It Work?

What Can You Expect?


Plan Discuss Analyze Report Act

Plan» Review proposed agenda

» Decide if updates are necessary

» Decide who should be involved

» Reserve conference room

» Create appropriate invitations


Discuss» Participate in 2-3 day workshop

» Share current business processes

» Openly discuss issues that your firm is having

with Vision

» Listen to feedback


Analyze» Deep review of notes taken during the workshop

» Confirmation of unknowns

» Creation of report of findings


Core VOW Report


CRM VOW Report


Act» Distribute report to team

» Individually read and annotate report

» Discuss findings as a team

» Prioritize results

» Contact Deltek for assistance as necessary


When and Where


When and Where

» We Come To You

» You Decide When The Timing is Right

Why/Customer Testimonials

Controller

Consulting Firm


“One of my goals has always been to continue

to deepen my knowledge of Vision. Therefore, I

especially enjoyed experiencing the level of

knowledge the Deltek Consultant has gained

over the years of the product in their

professional roles. I knew after attending the

first Insight years ago that we had not even

begun to scratch the surface of the capabilities

of Vision.”

Controller

Engineering Firm


» “We undertook a Vision Optimization

Workshop in order to learn what we didn’t

know about our system and how we could

best position our technology for growth. What

we realized at the end of the workshop was

far more than just a learning session. Our

takeaways were twofold: a tremendous

amount of knowledge around Deltek

functionality that we weren’t currently using,

as well as a practical ‘to do’ list that has

helped us understand what optimizing looks

like and how best to get it done.”

Accounting Manager

Multi-Discipline Engineering


“The report is something we have needed for

a long time and the Deltek Consultants

perspective was valuable to me and the

owners. We are all eager to work on this!”

Accounting Manager

Multi-Discipline Engineering


“The discussion included a wide-range of

representatives from our firm. In some areas, we

discussed alternative methods and potential change

in “company philosophy” to allow for more in-depth

financial reporting results. After a brief period, we

received a detailed report with sections broken out on

how to implement the recommended changes with

approximate man-hours and cost. We would

recommend this process with anyone using Deltek

Vision to improve your performance, to get suggested

changes, or to at least validate that you are taking

advantage of its full potential.”

Finance Director

Bio-Marketing Firm


“Once the initial shock and horror of our system

set-up passed and the Deltek Consultant

stopped shaking her head in disbelief and the

workshop went quite smoothly.”

Chief Process and Innovation Officer

Architectural Firm


“We completed two VOW’s – one for Core Vision and one for our CRM system. It was an awesome experience. Both Tracy and Stephanie knew how to drill down and figure out exactly how we are using the program and provide us with great suggestions on how to improve our usage, workflows and configurations. They followed up with a well written, thorough assessment of our system, as well as a recommended level of effort to develop the enhancements. Well worth the modest price if you feel that you are not using Vision to its fullest…or just don’t know what you don’t know. ”

Senior Vice President

Structural Engineering


“The Vision Optimization Workshop is an incredibly valuable tool that Deltek provides to its clients. Through the VOW Consultant spent time with multiple levels of our organization to gain a complete understanding of how Vision could best be used for our company. She was extremely knowledgeable, thorough, organized and engaging. She identified and presented best practices to our team and assisted in developing an implementation plan that prioritized the VOW findings to ensure we received the best value to our company within our budget and schedule constraints. As a small business, it can be difficult to fully utilize Vision to its full capacity. The VOW and subsequent follow up has enabled our organization to gain a better understanding of the available financial and management tools and allowed us to operate more efficiently and effectively overall.”

Questions?

© Deltek, Inc. All Rights Reserved. 33

If you would like more information or to schedule an

Optimization Workshop, please reach out to:

Lauren Kendle for Deltek Vantagepoint Solution

Sales

[email protected]

Visit Deltek Global Services kiosk in XPO

mailto:[email protected]

Documents

VI44: What is a Vision/Vantagepoint Workshop? · » Previously Worked at a Structural Engineering firm in WDC area » Ran the WDC User Group for 8 years » Vast experience in DPS,