The “next” version of Deltek Vision – Deltek Professional Services

There has been a lot of discussion lately around the current iAccess platform and Deltek’s new offering coming up titled “Deltek Professional Services” or DPS. Some of that discussion has been concern about what will or not be available in the new platform, what will need to be upgraded or dropped entirely, and if the platform will be “better” than the current Vision 7.6 (Deltek’s latest and apparently last version).

Deltek Professional Services is the “next major upgrade” for Deltek Vision. That means in the next 5 years, you will need to upgrade if you want to continue getting official support for your ERP platform.

I attended a webinar yesterday with many of the same questions you probably have and came away with these important answers to my questions:

Question: What is DPS generally? Is it just a Vision 8.0, or is it iAccess or what?
Answer1: DPS is a much needed overhaul of some features of Vision, while preserving many core back office functionality. From what I saw, there is a major focus on re-imagining and re-designing most front office user experiences and ways of managing information. From what I gather, “front office” users are all the people not in the accounting department.  Keep in mind that for the longest time, Vision’s strongest functional set has been in accounting. Now the focus is on better crm, project management and executive tools.
Answer 2: DPS also brings us browser agnostic functionality. I’m pretty sure this means you can use it on a Mac OS based device as well. This is great news for your marketing and design teams who tend to prefer Mac based products.

Question: Do we HAVE to move to the cloud? Can we still have an on premise version? This question is especially important for large firms with lots of integrations with other systems and customizations of Deltek Vision.
Answer: NO you don’t have to move to the cloud. An on premise version will be made available later in 2018

Question: What about all the money we’ve invested in custom reports, workflows, user defined infocenters and other components? Will we be required to re-write all the SSRS reports we have like when Vision reporting moved from Actuate to SSRS? (remember that? yuck!)
Answer: All your customizations (I read that as “most”) will port over just fine. From what I can tell, the things that will suffer or have to be replaced entirely are any cubes-based functionality, heavy outlook integrations, proposals and the VPM module. At least that’s for version 1.0 (yes, they’re starting new versioning since it’s been renamed).  I can’t say what’ exactly will happen with later versions.

Question: What if we are already on the cloud version (hosted by Deltek)? What will happen and when?
Answer: According to Deltek, “All Vision cloud customers will get DPS as a part of their annual subscription.”
I read this as – you’re going to get migrated to DPS whether you like it or not if you’re on Deltek’s cloud version.  It’s just a matter of when. This is one of the reasons I advise my customers against moving to Deltek’s cloud provided version.  If you are tired of maintaining servers and a staff to maintain Vision (especially smaller firms), stay tuned for an alternative cloud offering coming up next week that allows you control, access to the database, and no forcing of upgrades or major changes to your current licensing agreement.

Question: What should we be doing to prepare our firm for this upgrade?
Answer: According to Deltek you should be doing the following:
1. Check out the DPS portal (you should have received a link to it in an email if you’re a customer who’s kept up with licensing and maintenance fees)
2. Deploy and get used to iAccess (it’s free with all versions 7.X)
3. If you are in the cloud, request a preview (testing) environment.
4. Call me for help. No, of course they didn’t say that, but if you’re looking for an independent expert without obligation to sell you stuff, then you should.

Questions: Why does Deltek want us to move to their cloud offering so bad?
Answer: Call me for a frank discussion on this.
(contact page here)

 

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