Optimize Deltek Vision
Choose the Analysis That's Right for You
If you feel you’re not fully leveraging your investment in Deltek Vision or want help identifying opportunities across your firm, then it may be time for a Productivity Analysis. We offer several Productivity Analysis Services to help you uncover where Vision is being underutilized and provide a road map for becoming a more efficient organization:
Vision CRM Optimization Workshop
In this two-day workshop - which can be done onsite or remotely - our consultants work with you to:
- Evaluate your CRM, Business Development and Proposal processes.
- Align CRM reporting metrics against management objectives to enable effective, measurable performance.
- Recommend process improvements and Vision CRM module configurations to help you win more business.
Vision Optimization Workshop
The workshop is a two- or three-day, on-site exercise where we work with you to:
- Analyze how you’re using Vision now.
- Identify key functionality you should be using based on your business processes and goals.
- Provide a road-map for getting greater value from Vision. This might include more robust reporting and/or improving workflow and productivity. (Check out our Tailoring Services for the kinds of workflow automations that are possible).
In this more-robust review, Vision is just one piece of the analysis. We look at all your software usage, business processes, cultural strengths and weaknesses, and training plans. Using a proprietary, six-step process, we take an in-depth look at your current situation and then identify opportunities for improvement across your firm. You get a detailed road-map that shows you how to close gaps, address challenges and truly improve your firms’ performance.
Comparison of Vision Workshop and Effectiveness Review
|Vision Workshop||Effectiveness Review|
|FOCUS||Use and configuration of Vision||Business process: with a review of not only Vision and other data systems, but also training, culture and process, and how they all can be enhanced to gain greater efficiencies|
|TARGET FIRM||Small to medium, using limited Vision modules||Medium to large with complex service lines, using multiple Vision modules|
|CONSULTANT(S) INVOLVED||1 CCG consultant who specializes in Vision||1 or 2 CCG consultants who specialize in Vision, business analysis and change management|
|REPORT OF FINDINGS||Overview document with recommendations||In-depth report, including an executive overview, review of current status, in-depth recommendations and expected benefits|
|PRICING||Fixed||Varies, we provide a custom proposal based on your specific needs|
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