Deltek Insight 2010: Realizing the Benefits of Vision 6.1


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  • 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?
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  • 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
  • Deltek Insight 2010: Realizing the Benefits of Vision 6.1

    1. 1. VI-140: Realizing the Benefitsof Vision 6.1Presented by:Laura Bells and Kelly Uehling,BNIM Architects
    2. 2. Presenters• Laura Bellis – Accounting Coordinator – 12+ years of Experience• Kelly Uehling, MCSE – Director of Information Services – 20+ years industry experienceCopyright © 2010 Deltek, Inc. 2
    3. 3. BNIM Architects1970 1980 1990 2000 2010 Anita B. Gorman Conservation Discovery Center Lewis and Clark State Office Building Omega Center for Sustainable Living Copyright © 2010 Deltek, Inc. 3
    4. 4. Agenda• What are the differences in Vision 6.1?• What are the benefits?• What is the downside?• Prepare for implementation.• Implementation in practice.• Enjoy the benefits!!Copyright © 2010 Deltek, Inc. 4
    5. 5. Changes in Vision 6.1• Enhanced User interface• SQL Server reporting vs. Actuate• Resource Planning enhancementsCopyright © 2010 Deltek, Inc. 5
    6. 6. User Interface EnhancementsVision 5.1 Vision 6.1• Difficult to adjust text box • Easily adjustable text box sizes sizes • Grid View improvements • Screen Designer functionality • Move fields from tab to tab • Integration with Microsoft Communicator • Sort available in grid view • Grouping available in grid viewCopyright © 2010 Deltek, Inc. 6
    7. 7. SQL Server Reporting vs. Actuate• This is the biggest plus, but also the biggest potential challenge• Actuate was challenging to use• SQL is easier to use• Pain point – Recreating all your custom Actuate reports in SQL will take time – Depending on your Vision setup, you may need additional Microsoft Licenses – SQL Server as well Windows ServerCopyright © 2010 Deltek, Inc. 7
    8. 8. SQL Reporting Writing• Two supported report writing tools – Report Builder 1.0 • web application included with SQL Server 2005 – Microsoft Business Intelligence Development Studio (BIDS) • included with SQL Server 2005Copyright © 2010 Deltek, Inc. 8
    9. 9. SQL Visual Reporting• Visual ReportingCopyright © 2010 Deltek, Inc. 9
    10. 10. Custom InvoicesStandard Vision Invoice Custom Vision InvoiceCopyright © 2010 Deltek, Inc. 10
    11. 11. Vision 6.1 BenefitsCustom Check printingCopyright © 2010 Deltek, Inc. 11
    12. 12. Resource Planning Enhancements• Approved for use … now applies to all sub-levels• Ability to Shift Plan Assignment as well as put on hold• Skill searchCopyright © 2010 Deltek, Inc. 12
    13. 13. Vision 6.1 Benefits• Image of Visual staff utilization reportCopyright © 2010 Deltek, Inc. 13
    14. 14. Implementation Preparation• Test Environment – Virtual server worked great• Test Cases – Anything your users do – Custom reports• Understanding the changes under the hood in Vision 6.1 – Microsoft .NET Framework 3.5 (SP1) – SmartClient Architecture – ClickOnce Deployment – SQL Server® Reporting ServicesCopyright © 2010 Deltek, Inc. 14
    15. 15. Implementation Preparation• Understanding the changes under the hood in Vision 6.1 – SQL Server® 2008 support for Database, Reporting Services and Analysis Services – 64-bit support on Database, Report Servers and Client Workstations – 32-bit support only for the Web/App tier and for Microsoft Office and Desktop Integration (MODI) on Client Workstations – 64 bit support on WSS 3.0 & MOSS 2007 for Document Management – Performance Canvas Dashboard Server® 2008/IIS 7.0Copyright © 2010 Deltek, Inc. 15
    16. 16. Implementation• Smart Client• ClickOnce installCopyright © 2010 Deltek, Inc. 16
    17. 17. Implementation Challenges• SQL Server 2000 not supported• SQL Server 2005 Reporting Services not supported! (but SQL Server 2005 Database Engine is supported) – Deltek strongly recommends SQL 2008 CU1 for SSRS• Actuate not supported – Custom reports are not automatically converted – Custom reports need to be written for SQL Server 2005 reportingCopyright © 2010 Deltek, Inc. 17
    18. 18. Summary• Benefits of Vision 6.1 – Easier report writer – Graphically easier to modify reports – Integration with Microsoft Communicator – Enhancements in Grid view – Resource Planning enhancements• Pain points of transition – Custom Actuate reports will need to be rewrittenCopyright © 2010 Deltek, Inc. 18
    19. 19. Call to Action• Questions on this presentation? Contact – Laura Bellis • – Kelly Uehling •• Try these other sessions for more information on related topics – VI-112 Organizational Culture for User Adoption – VI-130 Taking the Big Bite: Implementing Multiple Vision Modules – VI-131 Vision Implementation Lessons Learned – VI-141 Road Mapping Your ImplementationCopyright © 2010 Deltek, Inc. 19