1. Have you seen Vision lately?

2. Your firm is always changing. How can it not? In
the constantly evolving world we live in, advances
in industry mean continued changes in your most
critical business needs.
Deltek is dedicated to delivering solution
and performance innovation to our clients—a
commitment that can be proven in our latest
release of Vision 7, Mobile, Navigator and Cloud

3. Vision
Deltek Vision 7 is the latest industry-leading
ERP solution for today’s successful Professional
Services firms. Specifically designed to support
the complete project life cycle of Professional
Services firms, Vision 7 helps firms of all size
win more business, deliver better projects and
improve overall project performance.

4. Core Financial Enhancements
A number of core accounting enhancements Vision
in Vision 7.0 allow firms to gain more
efficiency and accuracy from their accounting
departments. Financial Management
improvements include:
 Configurations to automatically send
preformatted EFT and Direct Deposit emails
 A new, quick Online Check Review for easy
viewing of payment details
 Fee-based invoice allocation to more than
one revenue account
 A new Status on Organization feature that gives
firms the ability to make an organization in
Vision inactive or dormant.
 Performance Management enhancements that
make more data available for business intelligence analysis

5. Vision
Continuing Deltek’s strive for better, Use Contract Management to track the
more efficient Contract Management creation and management of client contracts
performance, Vision 7 streamlines and change orders from the initial project
workflow and creates more transparency scope through the signed agreement,
to status and responsibilities between sales, eliminating any challenges associated with
finance, project management and clients. coordinating customer contracts. With
Vision 7, efficient contract management
brings clarity to the process and less manual
Contract Management effort needed from your teams.

6. Professional Services firms always need a way
to manage and understand resource demand
and capacity. Attuned to this need, Vision 7 Vision
has enhanced the generic resources from Vision
(used as important placeholders in project plans to
identify project needs) so that they can now
be assigned attributes of location, discipline and
skill set.
Giving Project Managers the
ability to set up generic resources
by the attributes that are most
important to the project,
Vision 7 provides deeper insight
and more efficient project planning
Generic Resources with Attributes

7. User Defined Info Centers
NEW User-Defined Information
Vision
Centers, empowering your firm to
create your own, fully-customizable
platforms for whatever additional
information you need. Eliminating the
need to purchase a separate and costly
solution to track additional, yet critical
information (such as recruits, service
requests or IDIQ contracts)
Vision 7’s user-defined information
centers provide you with a brand new
space to track, link and integrate this
data with other information within
Vision. Giving you more efficient
tracking of information that is not
currently in Vision, this new capability
lets you truly extend the power of your
Vision solution with none of the cost or
effort.

8. Vision
Vision 7 has so much more!
www.deltek.com/vision to learn more
But wait, we’re not done!

9. Vision
Navigator
Revolutionary New Tool for Project Managers
What Project managers need to plan, manage and monitor their projects – in a streamlined
and consolidated manner. This tool benefits project managers by giving them just what
they need to do their job, while also benefiting the organization through more closely
monitored projects. Collection of project data is more accurate and project information is
more complete, resulting in more profitable projects.

10. Vision
Navigator
Simple, Easy to Use for Project Managers
It will enable Project Managers to plan, budget and assign resources
throughout the work breakdown structure of the project.

11. Vision
Navigator
Simple, Easy to Use for Project Managers
It will enable Project Managers to plan, budget and assign resources
throughout the work breakdown structure of the project.

12. Vision
Navigator
Browser independent
Works on Tablets, PC and Mac

13. Vision
Navigator
Navigator is changing the
way Project Managers work!
www.deltek.com/vision to learn more
But wait, we’re not done!

14. With Vision Touch Time, employees can Vision
Enter time directly from their mobile device at the
end of the day or at the end of a client meeting,
rather than having to log into Vision to enter hours
worked. No more hand-writing hours on paper
to input at a later time—or worse yet, trying to
Touch
remember how much time was spent on a specific
task, days after it’s been completed.
Time
Mobile Time Entry
available on iOS and Android

15. Vision
Touch
CRM
With Touch CRM, get access to your key
Contacts, Clients and Opportunities in
Vision CRM right on your mobile device,
anytime and anywhere. Update key information
on the go without having to try to remember
when you get back to the office.
Mobile Access to Vision CRM
available on iOS and Android

16. Vision Vision
Touch Touch
Time CRM
Enable your mobile teams!
www.deltek.com/vision to learn more
But wait, we’re still not done!

17. Vision
Essentials
Deltek First–Vision Essentials provides software as a
service – accessed through an Internet browser. It’s
the only cloud-based solution built for unique needs
of PS firms. Vision Essentials connects the firm on a single
system– that’s easy to buy, simple to own, & secure
to access.
Same powerful Vision solution, delivered via the Deltek Cloud

18. Deltek First
Vision Essentials
Vision
Easy to Buy 1
Essentials
Essential PS Capability
Flexible Subscription Simple to Own 2
No Servers to Make Ready Maintained for You
Higher Level of Service
Easy to Adapt
Easy to Expand
Secure to Access 3
Access Anywhere  Any Time
Yours Exclusively
Perpetual Back-Ups
Constant Monitoring
Same powerful Vision solution, delivered via the Deltek Cloud

19. Vision
Essentials
Take it to the Cloud!
www.deltek.com/first to learn more
One more thing!

21. Kona is a FREE, cloud-based, social
collaboration platform designed with people
and conversations in mind. Rather than just
focusing on tasks and the professional project
managers (although this is perfect for them
too), the goal was to establish a destination
for people to connect, get organized and get
things done across different situations, projects
and “spaces.” Kona enables and empowers
our communities of members to be
productive—individually, within teams or
across different groups—across their life
projects.
Use Kona by itself …
… or

22. + Vision
Navigator
By using Kona’s social Collaboration
with Navigator, you can Manage and
Collaborate on your projects in one
place.
Collaborate with the project team,
share and collaborate on documents.
Allow your Clients to engage with
the project with no software to
Install.
Allow everyone better visibility
into the project!
Bring FREE social collaboration tools to your projects

23. Sign up for Kona today!
www.kona.com to start using this FREE tool
WOW, that was a lot of stuff!

24. So have you seen Vision lately?
There is a lot going on!
http://www.deltek.com/vision
http://deltekvisionblog.wordpress.com
@DeltekVision
http://www.youtube.com/user/deltekinc