Vantagepoint/Vision Virtual User Group
Proposals, Projects & Sub-Consultant Tracking
Another meeting packed full of great information!
Join us as we discuss the following:
- A review of the proposals module in Vantagepoint, highlighting the major differences and new features.
- An overview of the various ways to create a new project upon award, and discuss some options that you may have never considered.
- And finally, if you have ever struggled to track your sub-consultants you don’t want to miss this. We are going to review a tool that we developed to help track those budgeted and actual sub costs.
VUGM: Deltek Vision/Vantagepoint - 2021/06
About the Presenters
Susan Patrick | Director, Client Solutions
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 | Senior Consultant
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.
Seta has spent 30+ years in the Architecture and Engineering industry and 16+ years working with Deltek systems. With her deep understanding of the nuances of project-based firms she is uniquely positioned to help firms with Finance Modules (Implementation & Training); Reporting; Process Development; Reconciliations; Security/System Administration; and Workflows.
Barbara Bunting | Senior Consultant
Barbara’s 20+ years of hands-on experience working with Deltek systems translates into high-level skills and knowledge for her clients. Areas of specialization include Resource Planning (Vision, iAccess, Vantagepoint); Project Management Training; Project Management Process Assessments and Development; Info Center Design; Security/System Administration; and Workflow.