Have you seen

Vision lately?

Your firm is always changing. How can it not?

In the constantly evolving world we live in, advances

in industry mean continued changes in your most

critical business needs.

Deltek is dedicated to delivering solution

and performance innovation to our clients—a

commitment that can be proven in our latest

release of Vision, Mobile, Navigator and Cloud

deltek.com/vision

Core

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Mobile Collaboration

What’s new in Vision?

Deltek Vision 7 is specifically designed to enhance the

complete project life cycle of professional services

firms.

INTRODUCING VISION 7…

…with the newest features and

latest enhancements in Deltek Vision.

WIN MORE MANAGE MORE DELIVER MORE

deltek.com/vision

WIN MORE

deltek.com/vision

with Vision 7

Managing the pipeline is critical in any

professional services firm.

Vision 7 delivers enhanced dashboards, Adobe

InDesign integration, improved opportunity

reports and much more to streamline your

project pursuits.

deltek.com/vision

With Vision, capturing a complete picture of the

information you need for proposals is easy. And

now, it’s easier and faster than ever to transform

your data into elegant proposals and collateral in

the style and format you need.

InDesign Integration Create sleek, sophisticated proposals in

Microsoft Word and now Adobe InDesign

directly from Deltek Vision.

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Now you can customize your proposal for a specific project, guaranteeing that you grab your prospect’s attention for more successful business development.

Dashboard Customization

Get more of the information you need at your fingertips with

Vision 7. You can customize the columns you want to see for

each dashpart and review invoices at a glance with a new

aged A/R option.

Better manage your

clients, projects and

overall business with

Vision 7 dashboard

enhancements

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MANAGE MORE

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with Vision 7

Time is money and effectively managing

resources and data is key to professional

services firms.

Vision 7 makes it quick and easy to manage

more information in one place with new user

defined info centers, contract management,

generic resource attributes and

performance management to name a few.

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Create fully-customizable platforms

to track all the info you need,

eliminating separate and costly solutions.

User Defined Info Centers With Vision 7, create your own info

centers to efficiently track, link and

integrate additional information to

your Vision data. New user defined

info centers let you truly extend the

power of your Vision solution and

track critical information like

recruits, service requests, IDIQ

contracts and more in one central

location – the true hub of your organization.

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Contract Management

Track new client contracts

and manage change orders

from the initial project

scope through the signed

agreement, eliminating

challenges associated with

coordinating contracts.

Continuing Deltek’s strive for better, more efficient contract management,

Vision 7 streamlines workflow and creates more transparency to status and

responsibilities between sales, finance, project management and clients,

bringing clarity to the process and reducing manual effort for the team.

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Professional Services firms always need

a way to manage and understand

resource demand and capacity. Attuned

to this need, Vision 7 enhanced the

generic resources (used as important

placeholders in project plans) so that

they can now be assigned attributes of

location, discipline and skill set.

Give project managers the ability to set up generic resources with

attributes most important to the project for more efficient and effective

project planning with Vision 7.

Generic Resources with Attributes

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Compensation Breakdown Vision 7 provides additional

granularity for the project’s fee

structure so project managers

can quickly know more about the

financial details of the project.

Breaking down key project

financial metrics, such as

compensation, gives project

managers better insight and more control over project outcomes.

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Deltek’s Vision Performance

Management (VPM) module offers

project-focused organizations a

powerful business intelligence tool

that helps organizations turn critical

business data into usable, proactive

knowledge.

In Vision 7, the VPM data cubes are

expanded to include additional data

and feature a brand new presentation

layer that allows you to see data like

you’ve never seen it before.

VPM delivers organizational performance data in

easy-to-read, interactive and visually-oriented

dashboards that drive more business.

NEW – Vision Performance Management

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VPM now includes: A brand-new layer, powered by Tableau®,

that presents data in interactive and

visually-rich dashboards

Many out-of-the-box, role-based

dashboards that cover everything from

executive level views, to project manager

related data and overall company

performance

The ability to visualize performance data against Key Performance Indicators (KPIs) so that you

can see your actual data compared with organization goals

Powerful desktop authoring tools that makes it easier than ever to build

your own dashboards for your business’ unique, visualization needs

NEW – Vision Performance Management

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DELIVER MORE

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with Vision 7

Streamlining project financials leads to more

efficiency, greater accuracy and better results.

Vision 7 brings even more capabilities with

enhancements such as invoice approvals,

attaching documents to transactions, improved

reconciliation and so much more.

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Gain more efficiency and accuracy for accounting with several core accounting

enhancements in Vision 7 including:

Automatically send pre-formatted EFT and direct deposit emails

A new, quick Online Check Review to easily

view payment details

Fee-based invoice allocation to more than

one revenue account

A new Status on Organization feature to make an

organization in Vision inactive or dormant

Performance Management enhancements

that make more data available for business

intelligence analysis

Core Financial Enhancements

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With Vision 7, employees

can attach receipts to

expense reports, and

finance team can attach

documents to A/P vouchers.

Documents are integrated into the billing process so your firm can accurately bill

out reimbursable expenses to your clients. The result is more efficient expense

management, more consistent billing for finance professionals, increased clarity

and reduced manual effort throughout the entire billing process.

Transaction Document Management

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Timesheet Auditing Vision 7 offers Timesheet Auditing to

better control timesheet entry and

correction. See what was entered, what

was changed, when the changes were

made, who made the changes and why

the changes were made.

Timesheet auditing also allows for

transfers, giving additional control even

after the timesheet is posted.

Timesheet auditing helps firms avoid losing hours that could have been billed,

control who is making changes and minimize the time it takes to correct errors.

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Vision 7 speeds up the billing process with

an all-new invoice approval system within

the Vision platform. Users in the ‘biller’ role

can submit invoices for approval and then

‘approving users’ can preview the invoice,

review the detail, edit the labor and

expenses and even provide comments.

The ‘approver’ can also approve or reject

invoices as needed.

Invoice Approvals

Invoice Approvals allow accounting, executives and employees to speed up invoicing and capture relevant information within a single, integrated platform.

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Bank Reconciliation Streamline the bank

reconciliation process with

Vision 7. You can control how

EFT payments are displayed,

“close” bank statements once

reconciliation is complete and

start a new statement with the

closing balance of the previous

statement.

Streamlining bank reconciliation provides more information to resolve issues

and enables smarter application from one reconciliation to the next.

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Credit Card Reconciliation Make it easy for employees to

get corporate credit card

charges billed to the right project

with Vision 7.

A/P can import charges and

notify employees that they are

ready for review. Employees can

then assign the charges to the

appropriate project on their

individual expense report.

Eliminate unnecessary emails to identify charges, improve project cost

allocation accuracy and allow accounting to focus on missing charges.

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Vision 7 has so

much more!

Go to deltek.com/vision to learn more

But wait, we’re not done! deltek.com/vision

ACCESS MORE

deltek.com/vision

with

Vision Navigator

and Vision Mobile

Deltek has developed new tools to improve the user

experience and give employees access to Vision data

anytime, anywhere.

INTRODUCING VISION NAVIGATOR

AND VISION TOUCH…

NAVIGATOR TOUCH TIME &

EXPENSE

TOUCH CRM

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This tool is just what project

managers need better manage

their projects – in a streamlined

and consolidated manner. Project

managers have just what they

need to do their job, leading to

more accurate project information

and more closely monitored and

more profitable projects.

Vision Navigator Revolutionary New Tool For Project Managers

Project managers can easily and effectively plan, manage and

monitor projects through an easy-to-use interface. With Navigator, get what you need anywhere, anytime.

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Enable project

managers to plan,

budget and assign

resources throughout

the work breakdown

structure of the

project.

Vision Navigator Simple, Easy to Use for Project Managers

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Project managers can

budget and monitor

labor, expenses and

contractors through this

easy-to-use project

management workspace.

Vision Navigator Budget Labor, Expenses and Contractors

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Works on Tablets, PC and Mac

Vision Navigator Browser Independent

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With Vision Touch Time & Expense,

employees can enter time, track

expenses, upload receipts and

submit reports anywhere, anytime.

No more late timesheets, stacks of

expense receipts or trying to find a

Wi-Fi hotspot. Save time and effort

with Time & Expense on the go.

Available on iOS, Android and Windows

in the app stores

Mobile Time & Expense

Deltek Vision Touch

Time & Expense

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With Touch CRM, get access to your key

Contacts, Clients, Opportunities and

Activities in Vision CRM right on your

mobile device, anytime and anywhere.

Update key information on the go instead

of trying to remember when you get back

to the office.

Mobile Access to Vision CRM

Deltek Vision Touch CRM Available on iOS, Android and Windows

in the app store

deltek.com/vision

Go to deltek.com/vision to learn more.

But, wait. We’re still not done!

Enable your teams anytime, anywhere!

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NAVIGATOR TOUCH TIME &

EXPENSE

TOUCH CRM

COLLABORATE

MORE

Kona.com

with Kona

Kona.com

Kona is a cloud-based, social collaboration

platform designed with people and

conversations in mind.

Don’t just focus on the tasks. Instead, get

people connected, get organized and get

things done across different projects,

initiatives and spaces.

Use Kona by itself … or…

Kona.com

Manage and collaborate on

opportunities or projects in

one place

Improve proposal

coordination for the whole

team with tasks and

discussions

Allow your project team and

clients to engage and

collaborate on projects with

no software to install

Vision +

Bring social collaboration to your projects

Kona.com

Vision Navigator

+

Bring social collaboration to

your projects…anywhere

By using Kona with Navigator, you

can manage and collaborate on your

projects in one place

Collaborate with the entire project

team, share documents and engage

clients with no software to install

Allow everyone better visibility

into the project!

Kona.com

Go to kona.com to start using this FREE tool.

Sign up for today!

Kona.com

TAKE IT TO

THE CLOUD

deltek.com/first

with Deltek First

Vision Essentials

Deltek First–Vision Essentials provides

software as a service – accessed through

an Internet browser. It’s the only cloud-

based solution built for the unique needs

of PS firms. Vision Essentials connects

the firm on a single system that’s easy to

buy, simple to own & secure to access.

Same powerful Vision solution,

delivered via the Deltek Cloud

deltek.com/first

Vision Essentials

Deltek First

Easy to Buy Essential PS Capability

Flexible Subscription

No Servers to Prepare

1 Simple to Own Maintained for You

Higher Level of Service Easy to Adapt

Easy to Expand

2

Secure to Access Access Anywhere, Anytime

Yours Exclusively Perpetual Back-Ups Constant Monitoring

3

Same powerful Vision solution,

delivered via the Deltek Cloud

deltek.com/first

Vision Essentials

Go to deltek.com/first to learn more.

Vision Essentials

Take it to the Cloud!

deltek.com/first

Follow our blog or Twitter account for the latest:

Deltek Vision blog

@DeltekVision

Stay informed with all of the

new and exciting stuff

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Make sure you are receiving important

Deltek emails.

You can control what emails you get from us at:

deltek.com/legal/managesubscriptions

Join a Vision user group and collaborate with other users.

So, have you seen

Vision lately?

There is a lot going on!

Learn More Contact Us

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