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Deltek Optimization Workshops

Leverage Your Vision/Vantagepoint Investment with an Optimization Workshop

If you feel you’re not fully leveraging your investment in Deltek Vision/Vantagepoint, then it may be time for an Optimization Workshop. Aktion can help you uncover where your ERP system is being underutilized and provide a roadmap for becoming a more efficient organization through each of our workshops.

Contact an Aktion Deltek Specialist

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Deltek Vision/Vantagepoint Optimization Workshops

Find out how your Deltek system is being underutilized and could be more efficient with an optimization workshop.

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Workshops Available

Vision/Vantagepoint CRM Optimization Workshop

This two-day workshop can be completed on-site or remotely. Aktion consultants work with you to:

  • Evaluate your CRM, business development, and proposal processes.
  • Align CRM reporting metrics against management objectives to better measure performance.
  • Recommend process improvements and Vision/Vantagepoint CRM module configurations to help you win more business.
 Schedule workshop
Vision/Vantagepoint Accounting Optimization Workshop

This two or three-day workshop is an on-site evaluation where we work with you to:

  • Analyze how you’re currently using Vision/Vantagepoint.
  • Identify key functionality you should be using based on your business processes and goals.
  • Provide a roadmap for getting greater value from Vision/Vantagepoint. This might include more robust reporting and/or improving workflow and productivity.
 Schedule workshop
Vision/Vantagepoint Project Management Optimization Workshop

This two or three-day workshop is an on-site evaluation.

Aktion consultants will work with you to:

  • Collect detailed information on your Project Manager’s monthly cycle such as Project Setup, Project Planning and/or iAccess.
  • Will review Billing, Resource Scheduling and Utilization, Forecasting ETC/EAC, and Project Manager reporting and recommend areas for improvement.
  • Identify key functionality you should be using based on your business processes and goals.
 Schedule workshop