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The Facts about Upgrading from Deltek Vision to Vantagepoint

As CCG consultants, we’ve heard all kinds of misconceptions about upgrading to Deltek Vantagepoint, and we’d like to set the record straight. It’s only fair that you should know the truth behind incorrect rumors spread by competitors to convince you to leave Deltek. Keep reading for the real story about upgrading from Deltek Vision to Vantagepoint.

What is Deltek Vantagepoint?

  • Deltek’s reimagined flagship project-based solution for architects, engineers, and other professional services businesses
  • Designed to help you manage the entire project lifecycle more efficiently and more securely than ever before
  • A culmination of the acceleration to iAccess based on customer feedback over the past 10 years
  • An intuitive, powerful solution that makes your people and projects more productive and profitable

View Vantagepoint’s new features and advantages in this webinar: Go in Depth with the Experts: Deltek Vantagepoint Guided Demo and provides guidance on next steps.


Setting the Record Straight about Deltek Vantagepoint

Q: Is Deltek Vantagepoint a new product?

A: Deltek Vantagepoint is the newly branded, freshly reimagined, and more powerful next version of Deltek Vision built specifically for professional services organizations.

Q: Will our firm need to repurchase to move to Deltek Vantagepoint?

A: No, not as long as you are current on maintenance.

Q: How long will Deltek Vision continue to be supported?

A: Through at least 2022.

Q: In order to get Deltek Vantagepoint, do I have to move to the cloud?

A: No. However, it might make sense to take advantage of the cloud’s advanced security and data protection as well as other advantages. Our account management team can work with you to help you decide what’s right for your firm.

Q: Will Deltek Vantagepoint be available on-premise?

A: Yes.

Q: Will Deltek Vantagepoint require me to migrate my data?

A: No. However, CCG strongly recommends cleaning up your existing data with the help of our Vantagepoint Readiness Report.

Q: Will all of my user-defined fields and user-defined info centers move over?

A:  Yes.

Q: Will Vantagepoint contain the exact functionality as Vision 7.6?

A: Because Vantagepoint is a reimagined and improved product, it actually provides greater overall functionality. To learn about improvements and changes, speak with your CCG account management team.

Q: Can my firm request to upgrade to Deltek Vantagepoint next week?

A: You may be hearing that this is possible, but it certainly is not advisable. We recommend first reviewing our readiness checklist and Fast-TrackTMmigration process.


Options for Getting a Vantagepoint Test Environment

  • If your firm is hosted by Deltek Cloud:

Let Deltek know you would like to have a test environment set up for Vantagepoint.

  • If your firm is hosted by an external hosting provider:

Ask your provider set up a test environment. If your provider has not set up a Vantagepoint environment before, reach out to Central Consulting Group (CCG) or your partner of record. It might make sense to consider moving to Deltek’s cloud, hosting permanently with CCG, or using CCG’s transition hosting service. Contact us if you are interested in any of these options.

  • If your firm manages its own environment:

Ask your IT staff to provide a test environment. If they have not set up a test environment before, reach out to Central Consulting Group (CCG) or your partner of record. It might make sense to consider moving to Deltek’s cloud, hosting permanently with CCG, or utilizing CCG’s transition hosting service. Our IT Consultants can also provide consulting services to assist your IT staff. Contact us if you are interested in any of these options.

Keep in mind, Deltek Vantagepoint requires a fresh installation of your Vantagepoint environment. For on-premise clients, contact us for more information.


The First Step: Vantagepoint Readiness Report

The first step of a successful Vantagepoint migration is preparing your Vision database. Our consultant experts created the Vantagepoint Readiness Report based on nearly 20 years of migration experience to help you with a seamless transition to Vantagepoint. This custom Vision 7.6 report reviews your entire database configuration and provides you details and possible actions to take:

  • Identifies potential duplicate vendors and clients
  • Compiles a list of all user defined fields and grids
  • Identifies custom report files in use
  • Identifies duplicate columns across vendors and clients and across leads and contacts
  • Displays all key formats for various info centers
  • Shows labor cross charge, overhead allocation, and revenue generation settings for all companies
  • Displays the database table size
  • Identifies unposted transactions, timesheets, expense reports, and transaction center files
  • Identifies plans that do not comply with Vantagepoint (iAccess) requirements
  • Identifies info center numbering that differs from your key formats

Request this report, and learn more about the rest of CCG’s four-step process.


More Vantagepoint Migration Resources

In our webinar series “Preparing for Vantagepoint”, our consultants cover a variety of topics such as technical requirements, resource planning and project management, new CRM functions, and the improved accounting interface. This webinar series also includes demonstrations of Deltek Vantagepoint that convey the software’s advantages.

Our blog discusses how FastTrackTM, CCG’s four-step, proprietary process will streamline your migration and help make your experience as smooth as possible. We developed this proven approach over the past 20 years based on experience ushering countless clients through countless migrations.

CCG is hosting the LinkedIn Deltek Vantagepoint Migration Group We invite you to join and network with service firms that are planning to and just thinking about stepping up to Deltek Vantagepoint. Share your questions, concerns, trials, and triumphs, and learn how your peers are preparing for a migration masterpiece.

Who to Contact

Central Consulting Group, of course. Our consultants are available to do as much or as little as you need to help you prepare for and handle a smooth transition to Vantagepoint cloud or on-premise. Whether your internal resources can handle all, some or none of the steps, we’re with you every step of your migration journey—from your Vision live environment to your Vantagepoint sandbox to your Vantagepoint production environment.

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