Access What You Need When You Need it With Deltek Vision

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Access What You Need When You Need it With Deltek Vision

Transcript of Access What You Need When You Need it With Deltek Vision

Access What You Need When You Need it With

Deltek Vision

Managing clients and projects

isn’t a desk job.

Teams are constantly pulled

in different directions

Teams are constantly pulled

in different directions

InterviewsTrade Shows

Client Meetings

Site Visits

Project Coordination Meetings

Field Work

Training

Professional Development

Inspections

You need tools

that are

Powerful Easy-to-Use

Current and Accurate Intuitive

Accessible Anywhere,

AnytimeComprehensive

You need tools

that are

to keep you

connected wherever

the job takes you

Powerful Easy-to-Use

Current and Accurate Intuitive

Accessible Anywhere,

AnytimeComprehensive

Get what you need

when and where you need it

deltek.com/vision

Access to Deltek Vision Just Got Better…

Get what you need

when and where you need it

Mobile Device (Touch)

Tablets & Browsers (iAccess)

Workstation (Vision Core)

deltek.com/vision

Access to Deltek Vision Just Got Better…

Never be late submitting your timesheet again

Never lose another receipt

Never have to call the office for a client phone number

Never forget about another key opportunity

Never miss a chance to follow up with a client again

deltek.com/vision

Access Vision from your mobile device

Touch Time & Expense Enter timesheets from anywhere Submit expenses on the go Approve timesheets on the job site

deltek.com/vision

Touch Time & Expense and Touch CRM

Touch Time & Expense Enter timesheets from anywhere Submit expenses on the go Approve timesheets on the job site

Touch CRM View client details anytime Add new contacts in the moment Track opportunities Manage activities when it matters

most

deltek.com/vision

Touch Time & Expense and Touch CRM

Have the right data at your fingertips

Check the status of key opportunities from anywhere

Touch base with a client when it matters most

Quickly check in on projects on the go

Address project challenges before it’s too late

Stay on top of your expense report and timesheets

deltek.com/vision

Access Vision from your tablet or any browser

New streamlined user experience Easy way to get what you need

when and where you need it most

*Formerly Vision Navigator

deltek.com/vision

Deltek iAccess for Vision

New streamlined user experience Easy way to get what you need

when and where you need it most

Three distinct workspaces• NEW Business Development (CRM)• Project Management• Employee

*Formerly Vision Navigator

deltek.com/vision

Deltek iAccess for Vision

New streamlined user experience Easy way to get what you need

when and where you need it most

Three distinct workspaces• NEW Business Development (CRM)• Project Management• Employee

Accessible on tablets Available on any browser

*Formerly Vision Navigator deltek.com/vision

Deltek iAccess for Vision

Increase pipeline and improve client

satisfaction on the go

*Available for CRM users only

deltek.com/vision

Deltek iAccess – Business Development

Increase pipeline and improve client

satisfaction on the go

View pipeline report to keep your fingers on the pulse

Update opportunity data

Track client touches and schedule follow up

Access client details and view health of the client at a high level

Look up contacts to reach out when it matters most

*Available for CRM users only deltek.com/vision

Deltek iAccess – Business Development

Manage Projects, Improve Performance, Mitigate Risks

*Formerly Vision Navigator

deltek.com/vision

Deltek iAccess – Project Management

Manage Projects, Improve Performance, Mitigate Risks

Simple view of key project metrics

Visual project overview with the ability to drill down into the details

Easy resource planning for accurate schedules and budgets

Alerts when projects are at risk

Easy access to review, comment and approve invoices for greater project control

*Formerly Vision Navigator deltek.com/vision

Deltek iAccess – Project Management

View, create and submit timesheets anywhere, anytime with just an internet connection

*Formerly Vision Navigator

deltek.com/vision

Deltek iAccess – Employee Workspace

View, create and submit timesheets anywhere, anytime with just an internet connection

Attach receipts to expense reports from tablet or computer

*Formerly Vision Navigator

deltek.com/vision

Deltek iAccess – Employee Workspace

View, create and submit timesheets anywhere, anytime with just an internet connection

Attach receipts to expense reports from tablet or computer

Keep timesheets up-to-date for accurate schedules and billing

*Formerly Vision Navigator

deltek.com/vision

Deltek iAccess – Employee Workspace

Win more opportunities

Manage projects proactively

Increase cash flow

Make real-time informed decisions

Analyze the details

Know where and when you need your resources most

Increase your profitability and grow your firm!

deltek.com/vision

Access Vision from your computer

Manage your opportunity pipeline Create impressive proposals Maximize utilization and manage

project plans Alert teams of key milestones and

warnings Streamline invoice approvals and

accounts payable Real-time business intelligence

with Vision Performance Management

Run robust reports to analyze the business

Vision Core

Deltek Vision

gives you

tools that are

Powerful Easy-to-Use

Current and Accurate Intuitive

Accessible Anywhere,

AnytimeComprehensive

Deltek Vision

gives you

tools that are

to keep you

connected wherever

the job takes you

Powerful Easy-to-Use

Current and Accurate Intuitive

Accessible Anywhere,

AnytimeComprehensive

So your teams can collaborate

anywhere, anytime

Collaboration

Manage risks

Timely

expenses and

timesheets

Increased Profitability

Manage pipeline

Proactive project

management

Decreased Aged A/R

Schedules & Budgets

Accurate

resource

management

…because managing clients and projects

isn’t a desk job.