Deltek Vision

(71)
4.1 out of 5 stars

Built by professional services firms for professional services firms, Deltek Vision gives firms visibility, control and accessibility to win, manage and deliver projects profitably.

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Showing 72 Deltek Vision reviews
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Deltek Vision review by <span>Diana Y.</span>
Diana Y.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Project based solutions

What do you like best?

I love that this is a project based solution as well as the ability to customize the product.

What do you dislike?

Our set up is a bit different, we have a lot of customization which sometimes affects the software's performance, but this is our own doing so we can't hold it against the product. The fact that it can be customized is a plus, the downside is you have to upgrade the custom(s) every time you want to upgrade or even apply the a CU.

Recommendations to others considering the product

They are phasing out Vision and heading to a cloud based solution, something to keep in mind.

What business problems are you solving with the product? What benefits have you realized?

A project based accounting system, with timesheets, reporting and contact management. One area we have just started to utilize is project planning, and it has been very helpful so far to those that have started using it. An integrated planning module saves time and makes it easy to use.

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Deltek Vision review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Could be more robust and agile

What do you like best?

Fairly user intuitive to use, logical layout

What do you dislike?

No historical tracking (original dates are lost on rehires); the multi-country aspect isn't fully robust (annual salary still appears to reflect USD despite local currency, without conversion); Time/Expense group setup is arduous and complicated, easy to mess up, not easy to update en masse; benefit hours piece is not nearly as agile as it should be to allow for complex plan designs; when updating EE Info, there should be a wizard that prompts or auto-updates related items like Labor Category to maintain consistency throughout org.

Recommendations to others considering the product

Be sure to thoroughly road-test before any upgrade in Vision and plan your project implementation accordingly with plenty of time for testing! Also, do everything you can to locate current companies using Vision that are similar in nature to yours in terms of the features you currently need / plan to use in the future to get their direct feedback on functionality before making a switch to Vision.

What business problems are you solving with the product? What benefits have you realized?

We use Deltek Vision for project cost accounting and employee System of Record

What Project-Based ERP solution do you use?

Thanks for letting us know!
Deltek Vision review by Administrator in Civil Engineering
Administrator in Civil Engineering
Validated Reviewer
Verified Current User
Invitation from G2 Crowd on behalf of the vendor
Reviewed On

Vision works

What do you like best?

Deltek Vision's custom proposal module and government forms modules shaves hours off of proposal preparation. Because Deltek Vision 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 repository gives our users confidence in the data, employee updates/feedback are made one time (in Vision) rather than every time a new proposal document is put in front of 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 company growing and win more work!

What do you dislike?

The current system view is outdated. The newest version of Vision is being rolled out in waves over 2018 and is an updated browser agnostic application. I am looking forward to the dynamic features of the newer system.

What business problems are you solving with the product? What benefits have you realized?

We have the CRM and Proposal modules only so we have had to develop system integration with our non-Deltek financial management system. Deltek Vision helps us market smarter - giving all our staff the information they need to sell our professional services. Have we worked for a specific client before? Yes, on what jobs? Who were the team members on that job? Are there additional team members who have a relationship with the client? What opportunities have we proposed on for this client? Did we win or lose the proposal submission? What is the stored activities for clients, contacts or opportunities? Project histories (from a marketing perspective, not project resource management) and managing our employee data -- who is licensed where, degrees, years of experience, what jobs did an employee work on, how many hours charged, what was their role ... the types of information we need to know to market our company smarter and ultimately WIN MORE WORK!

Deltek Vision review by <span>Ed A.</span>
Ed A.
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

Extremely useful database, not so user-friendly

What do you like best?

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. It also makes timesheet and expense report management pretty easy.

What do you dislike?

The user interface is extremely difficult to get used to, such that there are tons of people in my organization who will email me, a familiar user who likes the program, to do basic searches for them because they'd rather not deal with it. The main thing that is not intuitive is its search function, which is critical.

Recommendations to others considering the product

You have to put a ton of effort into learning the interface. Make sure you have someone go to trainings/conferences for this, so that you can have a "super user" available to help those who struggle to figure out the program.

What business problems are you solving with the product? What benefits have you realized?

We have been able to coordinate marketing and business development efforts across offices with dozens of people due to having all our historical client information in one place.

Deltek Vision review by <span>Benjamin W.</span>
Benjamin W.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Great middle of the road time sheet and expense report application.

What do you like best?

The ability to differentiate between the projects that have been worked on and the time spent on each is excellent. The expense reports can also be project based which allows us to separate client billing and invoices.

What do you dislike?

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. The expense report area of this application is rather tiresome with the amount of time needed to set up, review and attribute to a project.

Recommendations to others considering the product

This is a great middle of the road expense and time sheet program. If you have multiple projects and expense reports that need to be submitted for approval or you are approving them, this works great. It starts to get a but muddled whenever you need more detail because the use needs to manually type in the information and can sometimes be inaccurate.

What business problems are you solving with the product? What benefits have you realized?

The benefits that are the ability to manage many different projects with time spent on each for billing purpose as well as planning purposes. Expense reports also help keep out of pocket

Deltek Vision review by Administrator
Administrator
Validated Reviewer
Verified Current User
Organic
Reviewed On

Configurable, customizable fully integrated solution

What do you like best?

The ability to make Vision meet our needs, branding and goals. We can access it without the firewall allowing end-users to have the information at their fingertips.

What do you dislike?

Sometimes the customer service support individuals in the first level do not understand the question and you need to push to be elevated to higher support individuals.

Recommendations to others considering the product

Ask the questions specific to your firm, provide examples of what is needed and request to see mock-ups of what the system can do. Determine if this is designed within the system or something that requires customization by their team.

What business problems are you solving with the product? What benefits have you realized?

We have consolidated multiple self-built systems into one integrated database. We are reducing to this day the number of Excel or other non-system generated reports. We've not started focusing on what can be done and how the system can be an integral part of how we move forward.

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Kate from G2 Crowd

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