Deltek Vision Erfahrungen

Phenomenal support and very expansive software set

Vorteile:

Very responsive, very good support and never ending modules to make employees lives easier. We are currently using the Time and Expense mobile apps with little to no challenges. Setup took a bit of work but support was there ever step of the way. Any problem is corrected within hours instead of days.

Nachteile:

Due to the complexity and versatility it is not as point and click for install or use as some other products. This is a very welcome trade off for me and my company as the benefits outweigh the cons.

A Fully Integrated Solution Software with Great Features

Kommentare: Deltek Vision has a database where I can put all my information for each assignment / project. Deltek for me is a fully integrated service product that can provide Managers, Heads and other office staff detailed information about the financial status of any department or segment in real time.

Vorteile:

Deltek Vision has easy to use tools that allow all the operators – from high level Managers to back office staff members the ability to view and understand where the company’s resources and project budgets stand at any given time. Deltek Vision allows a lot of customization and flexibility that can be very helpful for any individual in his company. One amazing feature is that Deltek Vision provides extensive functions of project management all in one single program like expense reports, budget planning, time sheets, auditing etc. Managing work utilization is very useful for me because a lot of my team members are spread in distinct locations throughout the country who are working on the same project.

Nachteile:

A major flaw of Deltek is that the system's outlook is very outdated. I personally felt that Deltek Vision was lacking in the expense report department. Reports are very hard to export. Even so, when I export the reports to excel, the formatting is completely undesirable, and I must spend a few minutes to format them.

Comprehensive software solution, but plan on building your processes around it

Kommentare: I've been the Vision champion in our organization since 2008 when we began to use it. Vision has been steadily improving over the past 10 years and also been getting left behind in innovation. Over our time with Vision we've evaluated other software at a few points and have not found a single solution that can provide a similar integrated experienced. The power of Vision and the reporting is built on Microsoft's SQL engine, but it does require users to be invested in learning it's use to get the most out of it. Without proper time devotion, training, and some trial and error it does leave users frustrated. Along with the power of the product comes a lot of over-complication and reported amounts that often aren't as expected or isn't fully explained or clear on where the data is coming from and what it means. This is probably the primary problem with Vision in my eyes - data labeled in one area of the program isn't the same as data reported under the same or very similar label in another part of the program. The end user experiences and ease of use is greatly lacking, but should be vastly improved as Vision is (finally) becoming modern and migrating from a .NET platform to a HTML/web-based platform. This upgrade shows promise of having better end user use and intuitiveness. We are hopeful that Vision will continue to be a tool for our company for many more years.

Vorteile:

Powerful reporting and a mostly, all-in-one solution for managing our firm and projects

Nachteile:

Usability. The lack of a user to be able to sit down with the product and pull the data they want without significant training. Data reported is calculated differently in part of the software - revenue in one area is actual billed amount while revenue in another is hours worked times billing rates.

Great tools for Project Managers

Kommentare: I believe this program is a significant upgrade over my firm's previous time tracking program. We should see the benefits within several months.

Vorteile:

This is the second iteration of Deltek that I have used and there have been great additions since the last version I used. There are so many great tools for project management and tracking performance metrics. I particularly like the ability to schedule your work and availability -- this is great for work sharing with different offices/teams.

Nachteile:

There is a bit of a learning curve to get yourself up to speed using all of the programs capabilities, but there are good resources and tutorials available to make sure you are getting the most out of the product. If you are only using it for timesheet purposes, I am not sure it is worth the extra cost.

I have used this software to report time and expenses for many years.

Kommentare: It captures time and expense data very thoroughly. I like that there is a field for every detail you would need to enter.

Vorteile:

When configured properly this software is very user friendly and intuitive. There are a lot of features that not everyone will need but certainly useful if you take the time to learn it.

Nachteile:

I can't think of anything I don't like about this software. The insert function inserts a new line item below instead of above the line selected but that is just a tiny bit annoying. I'm over it.

Used it for years, HR seems to like it, but it's complicated as hell for PMs

Vorteile:

It keeps up with as many projects as we have - and we've got a bunch! We use it to track hundreds of projects, and it never crashes/drops - it's been very stable for us, and if you can understand how to ask for the right data, the reports are pretty helpful.

Nachteile:

Understanding how to ask for the right data is very challenging sometimes. It's also hard to catch typos or other mistakes - it would be really nice if it has some inteligence, and could say "hey, you've charged time for the past month to project number 1234.5, and this month you're charging time to 12345 - is that a typo?"

Deltek Vision is a solution for professional services companies.

Kommentare: A single piece of software to manage project-based accounting. Timesheets, expense reports, general ledger and everything else are in one place. Clear vision can help each strategy goal so that the organization grows and gains more work. It provides crucial data in real time through graphic charts in roles, customizable reports and alerts. Account managers and public accountants can clearly see each project and allow easy-to-use project reports. The customer service is also amazing.

Vorteile:

Deltek Vision is very good because it offers updated data in real time through graphical charts in roles, customizable reports and alerts, it also allows companies that manage all financial aspects, Deltek Vision is a software solution that allows to use customized design modules and forms modules for the preparation time of the proposal. With Deltek Vision you can support each strategy goal for the organization to grow and earn more work.

Nachteile:

It happens that in some reports, you can not easily change the information that is being clicked on the items you want to display. Module cabinets are not available. The reports are too many options, but they do not have options that allow us to visualize with greater clarity.

An important tool done well, albeit a little blocky

Vorteile:

It's software that brings a number of important business tasks into one place and keeps them organised well. For audit sake in a large business, this is a must.

Nachteile:

Without training, it's not user friendly. However with appropriate training, even the smallest amount to be familiarized with the system, it feels more user friendly and manageable to someone less savvy.

Not Updated but gets job done

Kommentare: Good, but upgrades and updates need to be prioritized

Vorteile:

Organization and visualization capabilities

Nachteile:

Not modernized at all, seems like it’s running through an early 2000’s model

The extremely useful database, not so user-friendly

Kommentare: Configurable, customizable fully integrated solution.

Vorteile:

The sheer amount of customization of this program is amazing - my firm can track tons of information and cross-reference it in multiple ways to keep all of our ducks in a row and coordinate our efforts.

Nachteile:

When differentiating between projects, there are certain areas, "tasks" that can be used for billing and it does make it hard to not customize how one separates the work.

See your Vision with Deltek!!!

Kommentare: This product is specifically designed to support the complete project lifecycle of professional services firms, Deltek Vision helps measure your most critical business functions. From pipeline building and client management to project execution and financial management, Deltek Vision users can experience measurable benefits immediately, including increased employee utilization, streamlined project management, reduced DSO and increased margins and profitability.

Vorteile:

Deltek Vision's is a software solution that allows you utilize custom proposal modules and government forms modules to cut down on hours off of proposal preparation. Because Deltek is the "source of truth" for our employee history and project history we are able to easily and quickly pull information from Vision onto proposal templates in minutes. Pulling information from a centralized archive it gives our users confidence in the data, employee updates/feedback are made one time (in Vision) instead having to always start the process over whenever a new proposal document is presented to the employee and gives our marketing professionals the extra time needed to craft the proposal to meet the RFP and client requested information. We use Deltek Vision to support our Strategic Plan goal for the company growing and win more work!

Nachteile:

The user interface is extremely difficult to get used to. Since we started using this software my group has received a lot of calls from people in my organization who are unsure how to do basic searches and will ask us for help/assistance because they'd rather not deal with it. The main thing that is not intuitive is its search function, which is critical.

Deltek Vision Review

Kommentare: Some of the areas are easy to use but some stuff is hard to find and add. It would be better to have simple terms and explanations in order to add information or search boxes, we have trouble sometimes configuring reports. The layout seems simple but it is actually kind of confusing. I would like to be able to change things and have more control to manipulate and still be able to run the reports under my projects. We are working and figuring it out as we go but still having trouble figuring out how to populate the information we are looking for because it is what we think it is. Also, sometimes it is hard to add in things because it is hard to figure out what sub area that item would be in. Overall I just feel the product could be a little more user friendly for running reports and customizing things. We are trying to incorporate Vision more this year to get the rest of our team on board so I hope to learn more as we go, but I still find that ultimately it takes a lot of time to figure some of the things out just because it isn't really intuitive at all. I think vision should go around and meet with those using the product to see what more they could change to make it more user friendly. It is hard to explain over a written review. I will say however, that the program does work great for tracking projects invoices and such so overall on that part I am satisfied.

Vorteile:

Tracking projects

Nachteile:

Not intuitive when it comes to customizing and running reports. Too many sub areas and can be hard to find the right thing.

Vision Review by Accounting

Kommentare: Vision has good features and is lacking in some features. Vision used to be able to alphabetize A/R Statements when we initially started using it. Through upgrades, Vision lost that feature that we found valuable for our billing process. Vision is lacking in end of year reporting functionality. For example, end of year 1099 functionality is lacking. States require the account id assigned to companies to be reported on 1099s. Vision is currently unable to print accurate paper copies nor is it able to provide an accurate electronic file. Customer support was not able to help me and I had to manually edit the electronic file in order to have a 1099-MISC that would pass our state's criteria. Vision does not provide reporting for form 1099-INT which I need for reporting interest on shareholder payouts. Financial reporting is lacking some. Balance Sheets typically have Assets on page 1 and Liabilities and Equity on page 2. I have not found a way to easily achieve this with settings in Vision. I have employees that would like to be able to review their payroll withholdings and paystubs at any given time, but are not able to do that. At times, Vision is disappointing for the Accounting department. At other times, it is a rock star for us.

Vorteile:

Integregrates the engineers project management with accounting reporting.

Nachteile:

Payroll tax/End of Year Tax Reporting is lacking.

Deltek Vision ERP Implementation needs an onsite professional

Kommentare: The controller left December 31st. The company went live February 1st. I began February 6th and I had never seen Deltek Vision before that day. Deltek Vision is a powerful, project management software which can help you have almost real-time visibility into all aspects of your business. Hi, my name is Kathy Nixon and I am a CPA, a PMP, and a professional coach. Post-acquisition mergers of systems, processes, and teams is my niche.
This assignment had me serving as interim corporate controller of a $130M+ Revenue company who was merging its three companies currently on Quickbooks all into one system, Deltek Vision. Greatest take-aways:
1. Designate a Subject Matter Expert. It can be a Deltek Vision consultant or a third-party consultant with heavy Deltek Vision experience.
2. Develop a Steering Committee across all company disciplines and meet weekly. Decision making and joint buy-in is important.
3. Communicate, Communicate, Communicate. Communication to all areas of your organization is imperative to the success of the implementation.
4. Train, review, test, train some more. It takes a village to raise this child.
5. Designate or hire a project manager. For success, you need someone focused on all areas of this software's implementation. Setup, testing of setup, training, input, verify input accuracy, invoicing, collections, accounting and financial reporting.
6. Expect 6 months (to a year) before everyone is onboard.
7. Develop a budget which includes 5 times the software's cost. Yes, five times. It is a pay me now or pay to correct it later proposition. Good luck! Wishing you success. Let me know how I can help.

My Experience

Kommentare: Overall, Vision is good. One feature I do not care for is the reporting and the fields are not in alphabetical order. I love the advanced search feature in reporting. I love the A/R transaction input experience where you just pull the invoice and it puts everything in. That is outstanding. Timesheets is another great feature of Deltek. One thing I feel needs to improve is the A/R search under the Accounting Tab/Accounts Receivable/Invoice Review, if you don't know the invoice number and search by client, it pulls all projects for that client. It should only pull those projects with outstanding A/R. I don't care for the customer service thru the help. Calling was much better.

Vorteile:

The A/R transaction entry, the advanced search in reporting, timesheet processes.

Nachteile:

The project reporting list of fields not in alphabetical order when you are trying to create a report. I know you can sort but it would take that step away if it was automatic. The search for an invoice number under Accounting/Accounts Receivable/Invoice Review.

Review of Vision

Kommentare: I used Vision from July 2007 thru the present, my company was bought out last fall and we are forced to switch to BST as our accounting system. Vision is infinitely superior to BST. BST is an abomination it takes twice as long AT LEAST to do anything. I wish we could continue to use vision. It was more flexible, intuitive and efficient.

Vorteile:

It is intuitive and versatile and could be used to meet our customers needs.

Nachteile:

Compared to BST which I have to use now I love everything about Vision. When I had not experienced the contrast I would say there were some fields that you typed in that you had to expand to use and that was a nuisance. Or that in interactive billing there is a lot of gray space that I would rather see my data in. However, I had ever used BST before I would have be thrilled to open the screen to change the notes instead of 5 components to do one invoice.

Can do almost anything you want, but not intuitive

Kommentare: Vision has the ability to track time and expenses and prepare project plans and report out that information in infinite detail. Benefits to your firm can be vast from timesheets, to project plans to CRM data and coordination.
However its unlimited potential also leads to a lack of intuitive processes for the casual user. Lots of training time is required for high performance users to be able to track and understand the data and reporting and connection. Can require significant time to accurately input and adjust details as project fees and schedules change.

Vorteile:

Ability to report out data and create customizable reports and methods of reviewing and previewing that data. Useful for forecasting and reviewing upcoming projects.

Nachteile:

Not user friendly or intuitive. Field names and connections to other fields are not readily apparent. Takes years to become fluent in the program.

Current User, Worked with Super Users

Kommentare: It has been a great tool. it makes me brush up on some financial skills that I haven't needed for a while. its useful for the whole company but I wish it were more easier to incorporate things as for all staff to learn.
Overall I love working in Vision.

Vorteile:

Its easy to lear, tons of data files to export and use. there are some very useful features. A company could run all financial aspects and management tools of their firm with this one system but for a bit of money. There are options to use this in the cloud. Training is available although at a cost. Many advantages, many uses.

Nachteile:

Would be great if there was a ease of use for non-financial personnel. More useable help links that really get you to where you need to be, less costly. Wish it was not going away.

Useful Data Organization and Management Tool

Kommentare: While Vision is a somewhat older-looking software it functions more logically and is much better organized than its newer version (Vantagepoint). There are some clunky workflows but with training and daily use, they are easily overcome. The product itself really helps to keep things organized and provides options for reporting that can be shared system-wide.

Vorteile:

I like that data is laid out in a logical way and certain custom development seems to be integrated with fewer issues than other software programs. Also, you can search across different hubs to ensure your results are specifically tailored to your needs.

Nachteile:

I don't like how certain workflows open windows that restrict your ability to access the information behind them.

EMajor Civil Engineer Review of Deltek Vision

Kommentare: I have used many of the tools in Vision, including the new iAccess and am excited to see what continues to improve. I do have one wish that i hope could be granted and that is to have iAccess show the project task and phase (not just the number) when your cursor is in a cell to enter time, like it shows in Vision. That way it will allow a double check as a user enters their time, I have found more errors when team members are using iAccess because they may not realize they are entering a code for ROW in Phase 53 and it should have been Utilities in Phase 52. And the line chart showing actual and planned progress will become a great asset. Thanks

Vorteile:

Ease of tracking time and ability to break down complex projects and filter billings.

Nachteile:

iAccess doesn't show a project description when entering cells, see comment in review

Deltek 2020

Kommentare: I have been a Deltek user for 25 years and have gone through many software changes from CFMS to Advantage to Deltek. Your team is very good with upgrades and now that we are in the Cloud, even better. We utilize your Knowledge base before we place a call for Chat. Your team members are very good at following up to make sure our question / concern was addressed. If I could add one thing to my wish list it would be a fully integrated HRMS module. Deltek's flexibility has enabled me to create my own, but a fully functioning module would be tremendous benefit for me.

Vorteile:

The integration of data between departments. I also like the capabilities for user designed fields.

Nachteile:

Some integration has not been successful. Would like to carve out some time to address again.

Great Program, Lots of Capability

Kommentare: We are a small architecture firm and, honestly, Vision is probably way bigger than what we actually have needed in the past. That said however, we have really benefitted from the portions of the program that we do use and have used, and there are several new portions that we are just starting to grow into. Our experience with the customer service team has been great, they really take the time to work with you so you understand what you're doing, and the Quick Chat feature is great for those quick little questions you have from time

Vorteile:

The capabilities are amazing.

Nachteile:

It's a bit bulky. I wish that there was more of an "a la carte" way to use the program. We are a small design firm, and a good chunk of Vision isn't really anything we use.

Deltek Vision Review for Engineers

Vorteile:

Easy to keep track of time for consultants. Fairly easy to navigate through the system, but you need to use it all the time otherwise you'll forget. I like the fact that it predicts or can search for fields even if you don't have a full job number for a project. I also like that there is an APP for the software.

Nachteile:

Takes too long to load up. My android app also isn't so fast , and there isn't as many options available on the app as I would like (i.e. to read comments that people write before I approve their timesheet or expense sheet).

Great Customizable Solution for Project Based Firms over 100 and growing

Kommentare: Vision is an amazing tool that allows end users the ability to configure and customize the program to their needs. There are some limitations with what the SAAS / Cloud Option can do and definite delays with needing things done with when working with the Cloud Ops Team, however normal Customer Support is amazing. Definitely spend the money in consulting and developing the program prior to deployment, will save the organization money in the long run and make end users happy.

Vorteile:

Configurable, fully integrated ERP, project based,

Nachteile:

Being a cloud based customer, the delay in which the Cloud Operations team responds to issues and how they communicate.

Deltek Vision Cloud SAS

Kommentare: I have been using Deltek Vision for approximately two years. Company provides professional services, so mainly T&E projects, a few fixed price projects. Integrated T&E and financials works very well. Standard reports provide most of what we need and have found customizing easy to do. Mainly using accounting, billing, T&E, reporting. Setting up new projects, new employees, new vendors, and new clients is pretty simple. However, some of the backend setup, such as Revenue Methods is complicated, so we've had to hire a consultant a couple of times. Deltek Customer Support has been great. Prompt response time and great follow up. No issues with system availability either.

Vorteile:

Integrated T&E with financials.

Nachteile:

User manual does not provide enough detail on configuration. Anything complicated requires use of a consultant.