Pour qui ?

Deltek Vision supports professional services firms like management & IT consulting, market research and architecture & engineering.

Notes moyennes

431 avis
  • Note globale 4 / 5
  • Facilité d'utilisation 3.5 / 5
  • Service client 4 / 5
  • Fonctionnalités 4 / 5
  • Rapport qualité-prix 3.5 / 5

Informations sur le produit

  • Version gratuite Non
  • Version d'essai gratuite Non
  • Déploiement Cloud, SaaS, web
    Installation (Windows)
    Mobile (iOS natif)
    Mobile (Android natif)
  • Formation Formation présentielle
    Webinaires
    Documentation
  • Ressources d'aide Service de support permanent (réponse directe)
    Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • Deltek
  • http://www.deltek.com/
  • Fondé en 1989

En savoir plus sur Deltek Vision

Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment.

Deltek Vision - Fonctionnalités

  • CRM
  • Gestion d'entrepôt
  • Gestion de la chaîne logistique
  • Gestion de la distribution
  • Gestion de projets
  • Gestion des bons de commande
  • Gestion des commandes
  • Gestion des ressources d'entreprise
  • Gestion des ressources humaines
  • Gestion des stocks
  • Gestion financière
  • Rapports et analyses
  • Bibliothèque de contenu
  • Collaboration
  • Gestion de la base de connaissances
  • Gestion de versions
  • Gestion des appels d'offres
  • Gestion des contacts
  • Gestion des documents
  • Gestion des flux de travail
  • Gestion des pipelines
  • Modèles
  • Piste d'audit
  • Signature électronique
  • Analyse de la rentabilité
  • Analyse prédictive
  • Analyse visuelle
  • Benchmarking
  • Fiches d'évaluation (scorecards)
  • Indicateurs clés de performance
  • Indicateurs de tendances et de problèmes
  • Mesure des performances
  • Planification stratégique
  • Publication et partage
  • Rapports ad hoc
  • Tableau de bord
  • Accès mobile
  • Devis et offres
  • Gestion des tâches
  • Gestion du territoire
  • Intégration des médias sociaux
  • Intégration du chat interne
  • Intégration du marketing automation
  • Lead scoring
  • Segmentation
  • Stockage de documents
  • Système de calendrier et de rappel
  • e-mail marketing
  • Affectations d'équipe
  • Alertes de compte
  • Gestion des leads
  • Gestion des ressources
  • Gestion du marketing
  • Gestion du territoire
  • Suivi de l'influence
  • Suivi des frais
  • Suivi des ménages
  • Suivi des relations
  • Analyse ad hoc
  • Analyse prédictive
  • Analyse qualitative
  • Analyse quantitative
  • Budgétisation et prévision
  • Consolidation et regroupement
  • Fiches d'évaluation (scorecards)
  • Indicateurs clés de performance
  • Planification stratégique
  • Rapports ad hoc
  • Tableau de bord
  • Bons de commande
  • Cabinets d'expertise comptable
  • Comptabilité clients
  • Comptabilité des fonds
  • Comptabilité des projets
  • Facturation
  • Gestion de l'impôt
  • Gestion de la paie
  • Gestion des immobilisations
  • Gouvernement
  • Rapprochement bancaire
  • Suivi des frais
  • À but non lucratif
  • Base de données de contacts
  • Calculateur d'impôts
  • Facturation des dépenses imprévues
  • Facturation des projets
  • Facturation en ligne
  • Facturation récurrente et des abonnements
  • Facturation à l'heure
  • Factures personnalisables
  • Gestion des demandes de paiement
  • Paiements en ligne
  • Paiements mobiles
  • Portail de facturation
  • Prise en charge de plusieurs devises
  • Traitement des paiements
  • Diagrammes de Gantt
  • Gestion des idées
  • Gestion des portefeuilles
  • Gestion des ressources
  • Gestion du budget
  • Modèles personnalisables
  • Méthodes Agile
  • Méthodes classiques
  • Outils de collaboration
  • Portail client
  • Suivi des étapes
  • Suivi du temps et des dépenses
  • Suivi progression/coût
  • Tableau kanban
  • Allocation de ressources
  • Fonction de glisser-déposer
  • Gestion de l'utilisation
  • Gestion des capacités
  • Planification du personnel
  • Prévision de la demande
  • Recherche filtrée
  • Suivi des compétences
  • Visualisation de données
  • Base de données des employés
  • Calcul des heures supplémentaires
  • Facturation
  • Gestion des feuilles de temps
  • Heures facturables et non facturables
  • Saisie automatique du temps
  • Suivi des vacances/congés
  • Suivi du temps hors ligne
  • Suivi du temps mobile
  • Taux de facturation multiples
  • Distribution de leads
  • Gestion des campagnes
  • Gestion des pipelines
  • Lead nurturing
  • Lead scoring
  • Outils de prospection
  • Saisie de leads
  • Segmentation de leads
  • Suivi des activités
  • Suivi des sources
  • Conformité fiscale
  • Formulaire W-2/ 1099
  • Gestion des avantages
  • Impression de chèques
  • Portail libre-service
  • Prise en charge de plusieurs pays
  • Prise en charge de plusieurs états
  • Rapports de paie
  • Saisie sur salaire
  • Suivi 401(k)
  • Suivi des vacances/congés
  • Versement direct
  • Contrôle des dépenses
  • Contrôle du processus d'approbation
  • Gestion des flux de travail
  • Gestion des remboursements
  • Gestion des reçus
  • Prise en charge de plusieurs devises
  • Suivi du temps et des dépenses

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Avis les plus utiles sur Deltek Vision

I'm a believer in Deltek Vision

Publié le 27/06/2017
Rhonda L.
Manager, CRM Systems
Génie civil, 1 001-5 000 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
3 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: We use Vision for CRM and Proposals-Custom Proposals and Government forms. I love the connectivity between your firms, contacts with your opportunities and jobs. Using Vision enables us to store and retrieve our corporate history and the story of us...our projects, our people and our client relationships. I confess I am a power-user and have done most of the configuration to the system, so therefore understand it more than most others, but I can provide data of any kind from our system. We are integrated with a different accounting platform, so I can also provide up-to-date project reporting. We also use an intranet connector that makes our information easily obtainable/viewable through PC and mobile app (not the Deltek mobile app). I have used the Deltek Vision product since 2005 and had prior Deltek products since the late 1990's. Dewberry is a 2,000 person firm with 50 office locations in 18 states.

Inconvénients: Although I live and breathe Deltek Vision, numerous people at our firm just can't grasp the details and complain that it is not user friendly. The learning curve seems slow for some people to overcome, actually many people, but once it's figured out, there seems to be high value in their usage. I like the custom reporting tool but my users find it so difficult that most refuse to use it. I think the most successful firms will have a Vision expert and a strong IT (SQL, reports) and application team on staff. If not, you probably would need a consultant. My team has been able to keep everything in house to date.

Twelve Years as a Deltek User

Publié le 15/11/2016
David P.
Chief Financial Officer
Urbanisme et architecture, 51-200 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
4 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: In 2004, the professional services firm I worked for was managing a $10M/year business using Quickbooks. It was clunky and problematic, with no real analytic capability (i.e., where and how were we making money). I investigated various solutions, and discovered Deltek Vision. We hired an outside consultant to install and configure Vision for us,and life changed. We suddenly had a true business management solution. As the CFO, I finally had a tool that could give me true insight into the underpinning of our business,and where were profitable (and where we were not). Two years later, at a architectural firm, I inherited Axiom Protrax, practically a DOS-based solution. I quickly tired of operating with a 20-year old platform, and advocated for Vision. Having experienced one implementation,I was not enthused with dropping $60K for an outside party to tell me what to do to configure the system. So, over three months,I single-handedly configured and implemented Vision at a 50-person architectural firm. And it has made all the difference. Vision has continued to grow, through internal development and outside acqusition, and through it all they have maintained a consistent look and feel to the product. Adding functionality without detracting from the user experience. And their customer support has remained top-notch. I love the quick chat. If I just have a quick question, I can go quick chat, and quickly resolve my issues. I love this produce, and it meets the needs of my business.

Avantages: The user experience. The ability to customize the interface. The ability to quickly drill down into reports.

Inconvénients: It is such a rich,deep product that some of its functionality remains unused.

See your Vision with Deltek!!!

Publié le 08/03/2018
Tony B.
Executive recruiter
Construction, 501-1 000 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
Source : SoftwareAdvice
4/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
4 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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!

Inconvénients: 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.

Used Vision's General Ledger primarily in my role to produce month end and year end financial stmts.

Publié le 10/01/2018
Susan M.
Self Employed
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
3 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
4 / 5
Support client
2 / 5
Rapport qualité-prix

Avantages: The general ledger was easy and logical for an accountant. The work breakdown structure allowed for reporting consolidated reports as well as subsidiary level, office level, and departmental reports. Vision handled large amounts of transactions and data efficiently. Vision offers functionality to do time sheets and expense reports remotely. Vision has great security features that can remove access to certain areas or information based on an employees role in the Company. It is easy to remove rights immediately when employees leave the Company. In addition, roles can control who can make changes or post transactions. Vision allows for automated reporting. For example, an Accounts Receivable report can be automatically sent to an employee's email on a scheduled basis.

Inconvénients: The software is not logical for non-accountants. The software is primarily for A'E firms but very difficult for those users. Most of the engineers are unable to write and run project reports. When they do get a report, the report isn't easily understood. The software is difficult to support internally and requires a database specialist to get maximum value. Vision contains a massive amount of data but the canned reports do not always offer the different types of data in same report. Unless you can write custom reports, you will have to pay expensive consulting fees.

Searching for data results in quick results, good report generation feature, easy to edit.

Publié le 07/11/2017
Debra H.
Senior Staff
Urbanisme et architecture, 1 001-5 000 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
4 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Information about each project such as who is the PM, lead architect, lead accountant, project location, legacy data, status, etc. is essential to our business. We can easily search for all current projects in any city, state, province, country. Our PMs use this to keep track of payments, invoices, employees assigned to the project, budget data, and documents stored on our servers can be linked from within a record. We can view other projects for the vendor or client.

Avantages: It allows me to have three databases open. In my case, Projects, Employees and Timesheets. It's great to toggle between them without having to log out and in again. Data retrieval is quick. It allows me to search for very specific information so my results don't overwhelm. Data access is controlled at the user level so people cannot edit fields without proper permission. Before Vision, we used a database that contained project numbers that were preserved in the Vision database. So if we need to look up project data based on the old number, we are able to. This saves us a lot of time.

Inconvénients: It is difficult to learn this software on your own beyond searching. There are so many features that allow us to look at the data in several ways. Most of those ways are unknown to me so training is required. I would suggest that companies provide proper training before implementing it firmwide to avoid frustration.

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