My name is Laura Bellis. I currently work for BNIM Architects as an Accounting Coordinator. I have been with BNIM for 4 years, but have been in the Accounting field for right at 12 years. The role I have with BNIM encompasses all aspects of the accounting Cycle. I work on A/P, A/R, Payroll, General Leger, taxes and I handle all of the financial reportingWith me today is Kelly Uehling, Director of Information Services at BNIM. Kelly has been with the firm for 9 years and has worked in the computer industry for over 20 years. Kelly’s responsibilities include managing all of the back-end servers, networking, software implementation and support.
BNIM is a full service architecture firmSpecializing in Sustainable Design75+ employees 4 locations – MO, IW, TX CAUsing Vision since October 2003Member of Deltek Power User GroupVision Early Adopter Participated most recently as an early adopter of Vision 6.0 October 08 Live on Vision 6.1 March 09Modules: Accounting, CRM, Resource Planning, Visualization, Synch ServerAccounting HistoryMCFMS in the 80’sSema4 in the 90’sVision in 2005
Actuate reporting – painful, SQL reporting fun and easy6.1 just works
There is no automated process to convert custom Vision reports that were created with Actuate to SSRS reports.If you have custom Vision reports that were created with Actuate, consider the following before you recreate the custom report with Report Builder or BIDS:␣ Do you still need the custom report?
There are many changes in the transition from 5.1 to 6.1. I’ve listed the main points here but your IS team needs to understand the technical requirements. Deltek’s support website and professional services have the resources you’ll need to begin preparing.
Easy install auto updates
6.1 works well… use itCustom Actuate reports are probably the largest challenge. We had very few custom reports as they were so difficult to create in the first place
1. VI-140: Realizing the Benefitsof Vision 6.1Presented by:Laura Bells and Kelly Uehling,BNIM Architects