Vantagepoint/Vision Virtual User Group Meeting

Deltek Vantagepoint

When:August 19, 2020
Time:
01:30pm-02:30pm EDT
Where: At Your Desk, Webinar

The SN Vantagepoint/Vision Virtual User Group Meeting is a monthly virtual event where we discuss the capabilities, features, and enhancements to the Deltek Vantagepoint / Deltek Vision Solutions.

Agenda

Oh DRAT!:  Duplicate records are often a never-ending challenge in any database. Check out our new Duplicate Record Analysis Tool created to help you manage duplicate clients, vendors, contacts, and leads.

CRM Uses for UDICs:  Discover ways User Defined Info Centers (Hubs) can be used for tracking CRM related data such as client satisfaction surveys.


About the Presenters

Susan Patrick | Stambaugh Ness

Susan Patrick | Director, Client SolutionsDeltek University Certified Vision Professional

In her role, Susan leads our team and clients through the software/solution evaluation process. Working diligently to fully understand the needs and requirements of each client, she identifies the ideal solution to help them achieve their goals. Susan has more than 30 years of accounting and technical expertise, including valuable experience as a financial controller in the architecture and engineering industry. She has been instrumental in assisting project-based clients with improving their accounting processes, becoming more efficient, and ultimately more successful.

 

Stacie Ferrell | Stambaugh Ness

Stacie Ferrell | Senior ConsultantDeltek University Certified Vantagepoint ProfessionalDeltek University Certified Vision CRM ProfessionalDeltek University Certified Vision Professional

Stacie has gained deep technical, marketing, and industry expertise during her 20+ years working with Deltek systems within the architecture and engineering space. Her areas of specialization include CRM Implementation & Training; Proposals (Custom and Government) Implementation & Training; CRM System Reviews; CRM Process Assessments and Development; CRM Data Importing; and Workflows.

 

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Patti Hunt | Consultant

With 20+ years of IT experience, several of those working with Deltek systems, Patti’s significant skills and knowledge help clients to utilize data efficiently and effectively to achieve more meaningful results. Her areas of expertise include Custom Reports; Workflows; SQL queries; and Microsoft Power BI.