Powering Project Success with Deltek Vantagepoint 

A Deltek Vantagepoint Demo Series 

For professional services firms, people and projects are the lifelines of your business. With Deltek Vantagepoint, your people can better manage your projects from start to finish. Furthermore, Vantagepoint integrates and automates your firm's business processes using a powerful feature suite that brings accounting, business development, resource planning, and project management into one system.  

In each of these demos, you will see how Vantagepoint empowers the different roles within your firm. Each demo goes into detail on a specific feature of Vantagepoint, with each video being less than 15 minutes.

Upcoming Demos:

June 11| How HR Green Unified Marketing with HubSpot + Deltek Vantagepoint

June 25 | From Pursuit to Project: A Custom Vantagepoint Solution for Master Agreements

Navigation & Basics

Watch Now | Unlock the Power of the Vantagepoint Process Server

Watch Now | Deltek Vision to Vantagepoint Upgrade Resources

Watch Now| Bulk Up Your Efficiency: Mastering Deltek Vantagepoint’s Bulk Update Feature

Watch Now | Failure Happens! Is Your Firm Prepared to Recover Your Data

Watch Now | A Small, but Mighty Enhancement with Saved Views

Watch Now| Utilizing the Search Functionality

Watch Now | Hey Deltek! Can you…

 

Timesheets & Expense Reports

Watch Now | Timesheet Assist

Watch Now | Mobile Time & Expense

Watch Now | Update Your Timesheet Using the Deltek Calendar

 

Dashboards

Watch Now | Exploring KPIs on the Dashboard

Watch Now | Unlocking Deltek Vantagepoint Dashboards: Tips & Tricks for Maximum Impact!

Watch Now | Marketing & Sales Oversight in Deltek Vantagepoint Dashboards

Watch Now | Project Management Oversight in Deltek Vantagepoint Dashboards

Watch Now | Finance & Project Accounting Oversight in Deltek Vantagepoint Dashboards

Watch Now | Fun with Dashboards

 

Marketing & Business Development

Watch Now | Mastering Vantagepoint Connect Add-In for Outlook CRM Success

Watch Now | Fun with Dashboards

Watch Now | Automating CRM Success with Deltek Vantagepoint Workflows

Watch Now | Marketing & Sales Oversight in Deltek Vantagepoint Dashboards

Watch Now | Mobile CRM 

Watch Now | Track & Monitor Marketing Efforts using Marketing Campaigns

Watch Now | Capture Project Information for Proposals

Watch Now | Critical BD Activity & Pipeline Management

 

Projects & Resource Planning

Watch Now | Expedite Labor Planning 

Watch Now | Introducing the Revenue Forecasting Tool

Watch Now | Different Ways to View & Manage Resources

Watch Now | Project Management Oversight in Deltek Vantagepoint Dashboards

Watch Now | Utilize Schedule Dependencies for Resource Planning

Watch Now | Project Templates and Plan Settings 

Watch Now | Quickly Build Project Plans

Watch Now | Quickly Update an Existing Project Plan

Watch Now | Budget and Planning Joining Together

Watch Now | Choosing the Right Planning Report to Answer Your Burning Questions

Watch Now | Redistribute Planned Project Hours

 

Financial Management

Watch Now | Streamline AP Approvals with ICR Technologies

Watch Now | How to Better Manage AR with Varying Project Payment Terms

Watch Now | Finance & Project Accounting Oversight in Deltek Vantagepoint Dashboards

Watch Now | Streamlining Payment Communications with Email Templates

Watch Now | Using Contract Management to Drive Efficiencies

Watch Now | Introduction to Contract Management

Watch Now | Manage Fixed Assets

Watch Now | IntuitiveReporting to Ensure a Profitable Firm via Profitable Projects

Watch Now | Quickly and Easily Issue Draft Invoices

Watch Now | Streamline and Expedite the Invoice Review Process

Watch Now | Faster Than a Speeding Invoice, Able to Collect with a Single Click!

Watch Now | Create Flexible Billing Terms

Watch Now | How to Bill Clients and Collect Interest 

Watch Now | How to Automate Your Bank Reconciliation Process Using Importing

Watch Now | Use Multi-company to Better Financially Manage Shared Resources

Watch Now | Properly Receive and Apply Retainers

Watch Now | Integrated End-to-End Payroll Solution

Watch Now | Approvals Center

Watch Now | Maximizing Efficiency and Accuracy in Invoice Creation with Vantagepoint's Mark-Up on Draft Invoices Feature

 

Human Capital Management

Watch Now | Contemporary Onboarding for the Modern Professional Services Firm

Watch Now | Automate Job Postings 

Watch Now | Turn-Key Learning Management System (LMS) with Courseware from RedVector

Watch Now | Candidate Engagement

Watch Now | Continuous Feedback

 

**Please note that these sessions are short between 3-10 minutes long.