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If you made a recent acquisition or merger to stay competitive, you need to ensure the data can be consolidated with your existing data to fully leverage the investment. We can seamlessly integrate the data into Deltek Vision® or Deltek Vantagepoint to make you more productive and insightful.

Our 3-step M&A Analysis process covers these key components

Step 1: Pre-conversion

We ensure file reconciliations are in place for A/R, A/P, Work in Progress, Revenue, and Direct and Indirect Expenses. We also make sure all bank codes, accounts and employee expense accounts are reconciled in Vision to the general ledger.

Step 2: Implementation Process Overview

We start with a team conference call to gather information, understand the details of your merger or acquisition, and provide a checklist of information to gather from legal and other consultants. We’ll then map out an overall data conversion and training plan for employees of both organizations.

Step 3: Data Conversion and Training

We implement an initial data conversion test and validation. Then, we provide training and a process walkthrough prior to the final data conversion.

When you need data integrated into your Deltek Vision or Deltek Vantagepoint system after a merger or acquisition, call us at 866-511-5710 or use our contact form.

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