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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

CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 4

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



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


» 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


Heidi Shelburg, PAE


» 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


LEED

Platinum41 Net Zero 23

7 Living

Buildings

130

LEED

Gold

LEADERS IN

SUSTAINABLE

DESIGN

PORTLAND

LIVING BUILDING

Tyler Olsen, Jones and Demille


» 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


Current Vantagepoint Info


» 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

Upgrading to Vantagepoint

? What are the three most

important things a Vision

using organization should

understand / do when

upgrading?



? Post upgrade, what has been

the most difficult / time

consuming aspect?



? What was the biggest

surprise or unforeseen

component of the upgrade /

upgrade process?



? What has been the response

of your organization / users?



? Since upgrading, what

aspects of Vantagepoint

have you / your users

most excited?



? Bottom line lessons

learned?



? What questions do you

have for our panel?


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


Tools and Resources to Help You Prepare


» Vantagepoint user group space in

Deltek Collaboration

» Share lessons learned, ask questions,

share tips, etc.

» Interested? Contact Heidi Shelburg

[email protected]

mailto:[email protected]

Thank You!

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