New Partnership for Deltek Vision and Deltek Professional Services consulting

I am excited to announce the official launch of Version X Solutions!

Version X Solutions is a new partnership that brings together a combined 30 years of Deltek Vision knowledge and experience under one umbrella.

We offer a wide and practical range of products and services including custom modules, custom reports, and even a cloud hosting service.

We’ve put together the beginnings of an inventory, and will continue to add to it as we come up with new ideas and do more interesting work for clients. If you have an extension we need, we’d love to hear about it!

Of course we still offer hourly consulting for nebulous or “figure it out as we go” projects.

You can read more about us and our current offering here.

What does this mean for existing customers?

Our new partnership will not adversely affect the existing relationships I have built with you over the years.

You will continue to get the same great friendly, responsive and most importantly, knowledgeable consulting services you have come to rely on from me.

Thank you for your continued business and I look forward to working with you in the near future.

From now on, please refer to the Version X Solutions site for information about products and services offered.

 

 

 

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)

 

Custom ASJC Process completed – Link to “how to” documentation

Today I completed the first implementation of my custom ASJC process, which uses Labor Adjustments to re-align labor costs with actual payroll costs in Vision. This custom process is very robust, and can be un-done and re-processed at any time, even for periods way back in time in previous years.

If you would like to read the documentation I drafted today which explains how it works you can find that here:

Custom ASJC documentation

https://docs.google.com/document/d/1h_iFD6fX_Z_6LpH2U_1xaqw9FeiVnK4_asYDJJdwpBk/edit?usp=sharing

If you would like this implemented on your Vision implementation for your organization please contact me.

Deltek Vision Custom Infocenters – Example

One of my clients has a group of inspectors who don’t have access to Vision regularly, don’t enter their own timesheets, but still need to see what is on the timesheet.

Thus, this group of users needs read only access to the Vision time module.

In Vision 7.x this isn’t really possible. So I created a custom infocenter to capture the timesheet information including benefit hours accumulated.

Using some SQL magic I wrote a couple stored procedures to populate the grids in the custom infocenter with the timesheet data.

Some of the features include:

0. This allows users to have read-only access to any timesheet in Vision.
1. All timesheets are based upon timesheet period as configured in Vision.
2. This data can be back filled as far as there is timesheet data.
3. Benefit hours shown are as of that timesheet date.
4. This shows hours before they are actually submitted or approved.
5. As you can see, the grid is flexible, showing only relevant days.
6. Workflows keep the grids populated with the most recent data, updating nightly. This can be set up to update hourly or as often as needed.
7. Employees can find any of the records by entering any part of their name or timesheet period in the search box.

Here’s a screen shot of part of the infocenter, just the part that shows the hours:

timesheet_summary