This year’s resolution – optimize your ERP

NewYearsResolutionsDo you need to optimize your ERP this year? Check out the new Vision blog to learn 9 ways you can optimize your ERP in 2015.

While you are there, be sure to sign up to receive email alerts or RSS feed notifications. You can get notified of key Vision blog posts, like what’s new in Vision 7.4, coming in February.

Click here to check out how to optimize your ERP today.

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Subscribe to the new Deltek Vision blog

We’re posting this as a reminder that the Deltek Vision blog has a new home and you must subscribe to receive its content. Please go to to subscribe.

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The Vision blog is moving to

The Vision blog is joining the rest of Deltek on

Don’t worry — all our content will still be available at the new location. You can also easily access the rest of Deltek’s great blog content.

Here’s what is changing:

  1. Vision will be available at this link on starting on July 17, 2014.
  2. You will need a Disqus account to comment on posts. Sign up at

If you’re subscribed by email or use an RSS reader to view this blog, you’ll need to update your subscription:

This blog will be shut down on August 11, so please update your subscription by then.

Have any questions? Leave a comment below and we’ll help.

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Is the Deltek cloud right for your firm?

The past several years have seen a rise in cloud computing. Many A&E and management consulting clients have moved from Vision on-premise (you manage the software) to Deltek First (Deltek manages it for you). The reasons vary – from redeploying IT to improving security and disaster recovery.

Rockwell Group is a 200+ employee, New York-based A&E firm.  In 2013, Rockwell moved to the Deltek cloud.  This Friday, July 25, we’re hosting a webinar where you’ll have an opportunity to learn more and ask Ken Mok, IT Director, your questions about the process.

Please register here.

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Welcome Govind Development to the Deltek family!

Texas-based Govind Development is a fast-growth engineering firm.  In fact, it was named the fastest growing A&E firm in the country according to the Inc. 2013 Top 500.

The company was growing so quickly, including doubling its workforce with more significant growth planned, that it couldn’t continue running its business with disparate IT systems for timesheets, reporting, employee data, and payroll.

After a thorough and competitive review of leading ERP systems, including SAP, Govind selected Deltek Vision.

Read the press release here and please welcome Natesh Kumar, CFO, and the Govind team to the Deltek family!

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Why you need a project schedule

Dan Patterson, Deltek VP of Product Strategy, wrote a great article on the three benefits of a sound project schedule.   Check it out here.

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Vision CRM User Group Meeting at Build Business

The date and time for the second annual pre-Build Business Vision CRM User Group meeting is confirmed: Wednesday, July 30 from 1-4.  We’ll be in Conference Room 3 on the 3rd floor of the Marriott San Antonio Rivercenter (the Build Business hotel).
Please register here and spread the word!

Based on everyone’s feedback, we’re bringing in Teresa Nelson from the Deltek Product Management team to do a deep dive on the InDesign integration.

The other big topic was reporting.  What specifically would you like to see?  Tim Rochette will follow your lead!

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The second Clarity A&E iPad Air goes to…

…Zach Curtman, Senior Associate/Accountant with HOK.  Zach was selected from the 350+ completed submissions to the Clarity A&E Industry Study.  Congrats to Zach and Mark Holle, director of accounting at Sanderson Stewart, our first winner.

Now that the submissions are in and our analysis is almost complete, REGISTER HERE to get the results.  On June 17, we’re hosting a webinar to roll out the results of our in-depth look at A&E firm financial performance in 2013 (produced in collaboration with ACEC, ACEC Canada and SMPS).  Everyone that registers will receive a complimentary copy of the Study.



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Ask Deltek at KA Connect

KA Connect

Are you attending the KA Connect 2014 conference starting tomorrow put on by our ISV partner Knowledge Architecture?

Synthesis is a powerful extension to Deltek Vision as is the connector to Constant Contact, among others.  Learn more about them at our Ask Deltek hangout hosted by Patrick Bernhardt and Julie Beck.  Or ping us here.


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Have you heard about a cool tool – Adobe InDesign Integration?

Did you know Vision can integrate directly with Adobe InDesign to produce high quality proposals and qualifications submittals without having to go through Microsoft Word first?  Since the release of Vision 7.1, Vision users have been able to create their own InDesign Resumes or Project Profiles using information directly from Vision.

InDesign 1 InDesign 2

The integration works even better than the Word merge templates because now Vision configuration is transferred and visible in InDesign when designing the templates.  This means users no longer have to remember what a field used to be called if their firm has re-labeled it or what their user-defined fields or grids were labeled as when they were configured in Vision.

There are improvements in how preceding and succeeding text is handled and how zero and blank value are handled when merging directly to InDesign.  In addition, users have more control over how project experience is formatted in a resume.  Merging directly to InDesign from Vision saves time so users can focus on the content rather than the format of their qualifications submittals.

Please let us know if you are using the Vision InDesign integration.   Vision clients would love to see what others are doing to take advantage of this great new feature of Vision.

If you aren’t yet using the InDesign integration, you can learn how to use it by taking Deltek University’s Vision Custom Proposals course where trainees will learn how to build InDesign Templates and utilize the Custom Proposals module to generate targeted resumes and project profiles.  You can also set up a Consulting Engagement with one of our CRM experts to learn how to take your own InDesign documents and use them as templates for integration with Vision.

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