If you’re still running on Deltek Vision, you’re not alone, but you are operating on borrowed time. Vision is phasing out soon, and the clock is ticking for businesses that haven’t yet moved to Vantagepoint.
Migration from Vision to Vantagepoint almost always takes longer than our clients expect. What may seem like a simple software upgrade is actually a multi-layered process that touches nearly every part of your business. It begins with a thorough evaluation of your current Vision system, including custom fields, security roles, and any processes you may have developed over time. Then there’s the data itself, which often includes years of client, vendor, and opportunity records that need to be reviewed and cleaned up for the new Vantagepoint structure.
Vantagepoint is More Than a New Version of Vision
Vantagepoint is a fully reimagined experience. Many of our clients have been surprised by the significant changes they have encountered.
Here’s what you can expect.
- The menu navigation is completely redesigned.
- Clients and Vendors are now referred to as Firms, combining records into a single, streamlined view.
- Forecasting and planning tools are more advanced, offering better visibility.
- Even seasoned Vision users need time to retrain and reorient in the new system.
Transition from Vision to Vantagepoint the Smart Way
At Entegra, we know how overwhelming this migration can feel, especially when you’re busy running projects and managing a team. We offer end-to-end services that reduce stress, eliminate guesswork, and give you a clear path forward.
Here’s how we help:
- Develop a tailored migration plan with a timeline built around your business needs, not just Deltek’s.
- Clean and prepare your data by identifying duplicates, outdated records, and any other items that could slow down your system after migration.
- Assess your current Vision system, including customizations, security roles, field-level security, naming conventions, and dropdown relevance, to ensure a smooth transition.
- Recommend business process improvements to fully leverage the powerful tools in Vantagepoint and align them with your current and future needs.
- Provide outsourced system administration to ensure ongoing performance, compliance, and strategic alignment without the need to hire full-time staff.
Considering Other ERP Options?
Before you jump ship, consider this: Vantagepoint is purpose-built for project-based businesses, and it’s more flexible, powerful, and intuitive than Vision ever was. With the proper setup, it can help your business run more efficiently and plan more strategically.
According to Deltek:
- 95% of the Top 500 Architecture and Engineering firms rely on Deltek.
- Nearly 2,000 companies run their business on Vantagepoint.
- Many enterprise companies state that Vantagepoint’s flexibility is a game-changer for their business.
Don’t Navigate This Alone
Entegra is your guide through every step of the Vision to Vantagepoint journey. We are not just a service provider, but a strategic partner committed to helping you navigate this transition with confidence and without chaos. Whether you’re just beginning or already in the midst of migration, we provide the expertise and support you need to move forward successfully.
In the meantime, it’s worth taking advantage of the resources already available through Deltek. The Deltek Readiness Portal offers helpful materials to prepare for your transition, and the Customer Assistance Program (CAP) classes can give your team a head start in understanding the Vantagepoint environment and provide you with the necessary tools for tracking your migration progress.
Start planning today, so you’re not scrambling tomorrow. Let our team of experts focus on helping you achieve a successful migration.