- CRM and Pipeline Management
- Resource Management
- Project Management
- Accounting and Financial Management
- Reporting and Business Intelligence
We can help outline the best Vantagepoint migration path for your firm, using our 5-step process:
You complete a simple questionnaire that helps us determine when the Vantagepoint migration makes the most sense for your firm.
We’ll give you a call and talk with you about your needs and provide you with our recommendations.
3. Database Review
When you are ready for the Vantagepoint migration, we’ll do a thorough database review and provide a report on what needs to be cleaned up to ensure a smooth transition.
4. Vantagepoint Migration Plan
We’ll develop a detailed plan with key milestones and needed training for your team.
5. Vantagepoint Migration
Execution! We execute against the plan.
Go In-depth with the Experts Webinar Series:
Deltek Vantagepoint : Prepare for a Successful Migration
CCG migration expert Hilary Mortimer is your guide in this webinar that shows you the steps needed to prepare for a successful migration to Vantagepoint. Join our mailing list to be notified of upcoming webinars.