Upgrading from Deltek Vision to Deltek Vantagepoint
Where Do I Start?
If your firm is looking for guidance on steps to take to upgrade from Deltek Vision to Deltek Vantagepoint. Below are resources and Full Sail Partners' recommended steps.
Register with the Vantagepoint Readiness Portal
If your firm has not registered and accessed the Vantagepoint Readiness Portal, we recommend this as your first step. Below is a short video on how your primary support contact can access the portal.
Sign-up for the Client Assistance Program (CAP)
Thousands of individuals have Our one-on-one assistance program is a 3-step process that includes a dedicated expert Deltek consultant to help guide your firm and take the lead, as needed.
To ensure your success with your upgrade to Vantagepoint, Deltek has created a comprehensive Vantagepoint Upgrade Client Assistance Program (CAP). There is NO cost associated with CAP. The CAP sessions are centered around specific upgrade topics and best practices. Each participant receives a templated plan to support their upgrade and can ask questions live with a Deltek product expert during regular check-in meetings.
Deltek Vision to Vantagepoint 3-Step Process
Our one-on-one assistance program is a 3-step process that includes a dedicated expert Deltek consultant to help guide your firm and take the lead, as needed.
- STEP ONE (1) - Vantagepoint Readiness Report
This is your starting point and the map required to outline what data requires clean-up before you obtain a preview environment.
- STEP TWO (2) - Vantagepoint Clean-up/Training
This may be handled internally or clients may seek out our assistance. Many firms are asking for guidance to make the process easier.
- STEP THREE (3) - Vantagepoint Transition Scripts
This step helps automate the transition from your preview environment to the production environment using the Full Sail Partners' transition copy scripts. Firms can save time by capturing the changes made in your test environment, so you don’t have to do it again upon the final upgrade.
Additional Deltek Vision to Vantagepoint Transition Resources
Here are free resources to help your firm prepare for upgrading from Deltek Vision to Vantagepoint: