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Deltek Vision supports professional services firms like management & IT consulting, market research and architecture & engineering.
Suralink is a perfect fit for accounting firms of all sizes and all departments that want to streamline the PBC request list and document management processes.
After months of anticipation, I finally got approval to move forward with my decision and in 2010 we rolled out Vision for our accounting and H/R functions and have been quite pleased with it.
Our experience was absolutely horrible. Customer service agents screwed us from day one and we ended up getting stuck with a 3 year license that was never used.
The out of the box product is good, add to that the functionality, and then on top of that how easy it to customize to your needs - it towers on top of other similar software products.
The inability to drag in Outlook emails to populate client activities.
Overall really great experience, perfect tool for enginering consulting company, excellent customer support.
Without extensive training, I have no idea what I am doing and how it's affecting the information that spits out.
There is also a great online forum for user support that is free- its great to connect with other users how they use the product. Real experience is priceless.
Vision is not intuitive and the difficult to learn and use. For our company size the cost of the software is too expensive and again, difficult to use.
I love how easy it is to plan out engagements with customers. It is really helpful when trying to coordinate what you need with what the client has prepared for you.
To my knowledge, there is no way to delete firm provided files if you accidentally upload the wrong file. Instead, you have to delete the request altogether and then create it anew.
I love the chat function for help and how to's when it comes to features that I may not know about. It is super quick and extremely useful and helpful.
Sometimes the clients can get confused by it and put support into the wrong sections.
The software is very user friendly. It is easy to upload/download documents and track items that are outstanding or fulfilled.
I hate that the symbol for the user/admin is a tie - why is that. The grad class for accounting is +50% women.
Marking requests as resolved or rejected is helpful to help our customers focus on the things that are most important.
I did find it hard at first to locate where to gather the requests and enter them. I also found it a bit annoying to have to log in and monitor what came in.
Victoria S.: Hi, my name is Victoria. I'm an architecture and graphic design project manager. We have 110 employees at our firm, and I would rate Deltek Vision a four. So before Deltek Vision, we were using SAP as our main platform. It didn't work for us because it wasn't multidimensional enough, and I feel like SAP doesn't have a great customer support aspect to it, and the user interface isn't exactly friendly. So we chose Deltek Vision because of its multidimensional capabilities. We could do everything from accounting to billing to project management timelines, as well as customer-facing management. We could keep track of progress within different departments all at once, and that was really helpful for us. Deltek Vision is definitely a really big software. There's a lot of nooks and crannies to it. I would say it was moderately easy to get into our firm and get everybody on board, as well as pretty familiar with how to use it. It was a little difficult, just because it is really expansive in what it can do. So it takes a little bit of a learning curve, but overall, it was a really good experience. I would tell anybody that is thinking about getting Vision too, if you're part of a smaller firm, I wouldn't say go for it because it is pretty massive. But if you are trying to bring together different teams, different departments, getting everybody on the same page, I would absolutely go for Vision. It is a lot more user-friendly than quite a few other options out there, and I think that we really enjoyed integrating it into our day-to-day.
Robert: Hi, my name is Robert. I'm a business application specialist. I would rate Suralink five stars. For more reviews like these, click below. Prior to using Suralink, we were using an internally developed PBC system, provided by client system. We chose Suralink because it was easy to use, easy to institute and implement, and it actually made things very effortless for trying to get the materials that we needed from our clients. The integration process was actually very easy. It didn't require a lot of complex steps. It was very much a 1, 2, 3 process of setting up the clients and setting up the contacts and then letting the software do its work. I think if you're looking for an easy system that you can manage the content that you need to get from your clients for the work that needs to be performed, and you're looking for a very good system that will allow you to keep up with that and allow your clients to keep up with what they need to provide, Suralink is definitely the answer for them.
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