Deltek Vision to Deltek Vantagepoint: What to Know About Making the Switch

May 17, 2024


By: Sean Smith, Staff Associate

If you’re considering upgrading from Deltek Vision to Deltek Vantagepoint, you may be wondering about the new platform’s benefits. As a Deltek partner, Wiss is here to help you understand these advantages.

Deltek Vantagepoint is an entirely new platform built around streamlining and reimagining key features of Deltek Vision. Additionally, the system has been designed based on 20 years of feedback from Deltek clients, emphasizing innovation and automation to improve the user experience and interface.

By focusing on innovation, Deltek Vantagepoint delivers a modern and easily accessible user experience compared to Deltek Vision. The platform offers integrated modules for project management, accounting, business development, and resource management. This provides a secure and centralized location for all company data. Implementing Deltek Vantagepoint can optimize business processes and enhance productivity, making it a worthwhile investment for businesses.

Several of the critical features of Deltek Vantagepoint that would be most helpful for companies include:

  1. Purposeful Innovation: Vantagepoint’s innovation includes a natural language interface, fintech automation, AI and ML capabilities, and integration-friendly design. These features make it easier for users to manage their projects and resources, streamlining and simplifying their workflows.
  2. Usability-Focused Interface: Vantagepoint’s modern interface is built with usability in mind, making it accessible and intuitive for all users. The time and expense module has also been designed to be accessible and intuitive. It supports efficiency and simplicity in the system’s heaviest-used part.
  3. Project Command Center: Vantagepoint’s Project Command Center provides everything in one place for project managers, streamlining and simplifying the PM experience. This feature allows project managers to manage multiple projects and resources from a single location. It will ensure that projects are delivered on time and within budget.
  4. Redesigned Resource Planning: Vantagepoint reimagines resource planning with redesigned dashboards and analytics that provide rich graphical representations of key performance metrics, driving informed decision-making.
  5. Streamlined Back-office Experience: Vantagepoint streamlines the back-office experience with easy navigation, single points of entry, and extensive audibility to support back-office accuracy. This feature makes it easier for businesses to manage their financials and back-office tasks. It reduces the risk of errors and ensuring they are always up to date.

Upgrading from Deltek Vision to Vantagepoint can allow businesses to clean up their processes and improve their workflows. Rapid business growth can often lead to hidden inefficiencies and bottlenecks in the company’s workflow. However, upgrading to a new system can help identify these areas for improvement.

When implementing a new system, there are a couple of actions businesses can take to improve their efficiency:

  1. Business Process Review: A business process review is essential in understanding a business’s inefficiencies and bottlenecks because it provides a comprehensive view of the current processes and workflows. This review will help ensure that the new system is aligned with the business’s needs and can help identify areas for improvement.
  2. Data Clean-Up: Data is a critical component of any ERP system. It’s essential to ensure that data is clean, accurate, and current before migrating to a new system. A data clean-up can help identify and remove inaccurate data, ensuring Vantagepoint is fully optimized.

With over 30% of businesses already migrated, upgrading from Deltek Vision to Vantagepoint has shown to be easy and reliable. The specific steps to upgrade are,

  1. Request Upgrade from Deltek: Contact Deltek to upgrade from Vision to Vantagepoint.
  2. Obtain a Vantagepoint Preview or Test Environment: Either request Deltek to host a 90-day cloud preview or deploy a separate test server.
  3. Select an Upgrade Target Date: Determine if Deltek Consulting or partner services are required. Utilizing Deltek-certified partners for implementation services guarantees a top-tier experience that saves time and reduces overall costs.
  4. Prepare for your Upgrade: The best practice when preparing for the upgrade is to complete all tasks on the pre-upgrade checklist and plan. The checklist will help the company avoid potential issues in the future. Ensuring all stakeholders know their roles, responsibilities, and the upgrade timeline is essential. Regular check-ins should be conducted to ensure that all teams are ready for the upgrade. Performing a practice upgrade is recommended to ensure that changes made in Deltek Vision upgrade to Deltek Vantagepoint are functioning as expected. On-premises customers can perform practice upgrades as often as necessary.
  5. Take Vantagepoint for a Test Drive with your Configuration and Data: Performing a practice upgrade in Deltek Vantagepoint allows companies to understand how Deltek Vantagepoint will work in their specific environment. The company can create a new configuration utilizing its data and will have ample time to test it. The adjustments made to the configuration in the practice upgrade will be fully transferable to the final upgrade. It will enable the company to work in Vantagepoint from day one.
  6. Upgrade: With standard customers getting six months of unlimited case support from Deltek, it is essential to understand the proper time to notify Deltek.
  7. Post-Upgrade: Execute all tasks on the post-upgrade checklist and plan after the upgrade. If you have any questions or issues, contact customer care.

Upgrading to a new enterprise system may seem daunting, but its benefits make it a worthwhile investment. In addition to the opportunity to assess and improve essential business processes, upgrading to Deltek Vantagepoint allows users to take advantage of advanced features and streamline their workflows.

As a Deltek partner, Wiss can guide your business through a seamless transition from Deltek Vision to Vantagepoint. We utilize our expertise to provide successful implementation, ongoing support, and a comprehensive suite of services tailored specifically to your needs. Contact our team to learn more!


Reach out to a Wiss team member for more information or assistance.

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