SERVICES
Deltek Vision & Vantagepoint
- Pre Migration Assessment
- Migration Assistance to Deltek Vantagepoint (from Deltek Vision, QuickBooks, Ajera, BST or other applications)
- On Premise to Cloud Migration Support, On Premise to On Premise Migration Support, Cloud to Cloud Migration Support
- Mergers and Acquisitions Migration Integration Support
- Personalized Process Assessment to Optimize the use and get a better ROI of your Software Investment
- Streamline processes with Approval Workflows, User Initiated Workflows, & Scheduled Workflows
- Post Go Live Support (Anytime!)
- New Enhancement Training with each version released post migration
- End User Training on all areas of the application, including:
- Time & Expense Report Entry, Approvals, & Reporting
- Searching, Reporting & Dashboards
- Project Creation & Management
- Understanding Billing Terms, Billing Configuration, & Billing Approvals
- Transaction Center & Payments for Accounting Team
- We do Module Implementations & Training too!
- Deltek Vantagepoint Dashboard Training and Support
- Project Planning & Resource Management Module Implementation
- Purchase Order Module Implementation
- Asset Management Module Implementation
- Configuration & Training on Other Advanced Database Functions
- Revenue Generation Support
- Benefit Accruals
- Payroll Module
- Adjusted Salaried Job Costing
- Multi-Company Configuration & Training
- Multi-Currency Configuration & Training
- Year End Support & 1099 Processing
- Assistance with FAR and Government Contracting & Configuring your Deltek Database for Government Work
- Personalized Process Training & Documentation for End User Staff
- Support for developing Custom Reports and Invoices through SQL Report Writer.
- Support for IT On-Premise
Optimizations from our Consulting with Vision Partner
- Pre Migration Vision Data Clean Up
- Data Cleanup for Duplicates
- Custom Stored Procedures (Including Custom Auto Numbering)
- Timesheet Validation
- Billing Terms Automation
- Client Billing History (End Client, Billing Client, Parent Client)
- Revenue Forecasting (Reconciled with Invoicing)
- Conventions using Marketing Campaigns
- Custom Tracking
- Consultant Contract Tracking
- Revenue History Tracking
- Master Service Agreement Tracking
- Custom Hubs
- Executive Management Hub
- Reservations Hub
- Business Registrations Hub
- Fleet & Asset Management Hub
- User Profile Maintenance Hub
IT support from our Envision Systems Management Partner
- Staff Augmentation and IT Leadership
- ERP and Deltek System Expertise
- Project Management and IT Deployment
- Strategic IT Consulting for Professional Service Firms
BQE Core
- Pre Migration Assessment
- Migration Assistance (from Deltek Vision, QuickBooks, Ajera, BST or other applications) for:
- On Premise to Cloud
- On Premise to On Premise
- Cloud to Cloud
- Mergers / Acquisitions Integration Assistance
- Streamline Processes with Access & Permissions
- End User Training on all areas of the application, including:
- Time & Expense Report Entry, Approvals, & Reporting
- Searching, Reporting, & Dashboards
- Contacts Module including Employees, Clients, & Vendors
- Project Creation & Management (including Planning, Templates, & Tools)
- Assets including To-Dos, Notes, & Documents
- CRM Module for Sales, Marketing and Resource Library
- Streamline processes with Approval Workflows, User Initiated Workflows, & Scheduled Workflows
- Billing Module including Invoicing, Transactions, & Statements
- HR Module’s Benefits, Review, Journals, Incidents, and Forms
- Accounting Training including, Chart of Accounts, Reconciliations, Checks, Deposits, & Payables
- Personalized Process Training & Documentation for End User Staff
- Post Migration Support (Anytime!)
- New Enhancement Training
- Zapier Integrations
- Analytics Module
The biggest thing Carol did during our migration was identifying our shortfalls and explaining what was needed. We had some participants who were not as knowledgeable with Deltek and she spent the time to educate them and get them to understand the changes that we needed to make as an organization. What mattered most was the guidance and support I received from Carol during this transition. She was very knowledgeable and patient in working with us during the migration process.
Aaron Askew, Moody Nolan