Deltek Vision Software
Manage the complete project lifecycle and increase profitability with a unified business management system for ambitious project-centric firms.
Deltek Vision is a leading project-based solution for professional services firms to manage their clients, projects and finances. More than 4,000 customers around the globe use Vision to win more business, manage more profitable projects and have greater insight into their financial health. With Deltek Vision, you’ll experience higher win rates, improved employee utilisation, streamlined project management and reduced DSO. You’ll gain incredible visibility and real-time insights to keep profitability and cash flow high. Vision provides the answers you need to become a smarter and more nimble business.
Deltek for Professional Services
Deltek for Professional Services (DPS) is a cloud-native, full professional services automation (PSA) and enterprise resource planning (ERP) solution platform that includes customer relationship management (CRM), resource & project management, time & expense and billing. It’s made to be used from anywhere, and designed to work the way firms do to help them nurture client relationships, build profitable projects plans, and get the visibility they need into engagements through real-time metrics and dashboards. DPS was designed for the needs of every firm employee to be able to manage their part of the engagement. For Executives, this solution gives them an at-a-glance look into the health of their business; for Consultants and Engagement Managers, it gives them a single view of what the critical needs are right now; for Resource Managers, this solutions allows them to schedule the right people on the right engagements; and for Controllers and Finance leaders, it gives them one version of the truth and one system to help them manage their responsibilities.
Deltek Project Information Management
Deltek Project Information Management (PIM) provides project management and collaboration tools designed to help employees access critical project and enterprise-wide information, so they can keep teams connected and working together most effectively. PIM gives companies the organization, visibility and intelligence to run their businesses smarter. This solution removes the reliance on Windows folders, allowing clients to implement a true, structured document management system, leaving the risk and chaos of Windows folders behind.
Information management and collaboration software designed to help A/E/C firms store and access critical corporate and project information including documents, drawings, images, and emails in one central location.
AEC Training Portal
AEC Business Solutions was founded by June R. Jewell, CPA, author of the best-selling book, Find the Lost Dollars: 6 Steps to Increase Profits in Architecture, Engineering, and Environmental Firms.
This book forms the foundation of profitability training by looking at nine areas where many A&E firms lose money, and prescribing a 6-step plan for increasing the Win Rate, Utilization Rate and Project Profit Margin.
Using contemporary on-line training videos and course materials, student learn business fundamentals and best practices emphasized in June’s book so staff understands how the business makes a living. Topics covered include winning business, financial management, estimating, project planning, scope creep, utilization, time management, cash flow and client relationships.
AMR EFT for Deltek Vision
Deltek Vision’s existing EFT process produces a bank file in the NACHA format. Unfortunately, this format is not accepted “as is” by Canadian financial institutions. Due to the difference in structure for account numbers in the US versus Canada, the bank record is redefined for use in Canadian EFT processing to accommodate larger account numbers and bank codes. AMR’s Canadian EFT Tool conveniently converts the NACHA file to the structure as defined in the “Canadian Payments Association, Standard 005 Standards for the Exchange of Financial Data on EFT Files” – a widely accepted format.
There is no difference in preparing EFT files from the standard Vision process. Both the Vendor and Employee expense items follow the documented instructions, including the creation of EFT remittances in hard copy or by email. Once the NACHA file has been prepared, there are two additional “buttons” available in a custom security-enabled Info Center, which allow for the reformatting of the file to meet Canadian standards. The new file is then transmitted to the bank as usual and a summary report is produced. AMR’s Canadian EFT Tool is an efficient and convenient tool that many Vision-users across Canada have been leveraging for years. Decrease the time spent manually processing expense payments at your firm.