Deltek Vision keeps your management team on top of problems that can derail your success and facilitates better decision-making by delivering mission-critical information to your desktop at the click of a mouse. ECP’s docs for Deltek creates a linkage between information in Deltek Vision and documents that are commonly stored outside of the project-focused ERP system.
By implementing docs for Deltek, Architecture and Engineering firms will be able to:
Manage Documents in Vision
docs for Deltek provides a secure enterprise-class document repository that users throughout your organization can use to store documents of all types. This includes scanned images, electronic documents like MS Word and Excel files, as well as e-mail, video or any other file type. With this repository capability in place, you will be able to place greater controls around the storage and retention of electronic files, reduce search time for key information, improve the resiliency of the business in the event of a disaster and also eliminate the difficulties associated with sharing paper-based documents directly from Vision.
Utilize Document Management
With document management as the foundation, docs for Deltek provides a central document repository with common system components including scanning/document capture, document retrieval and system security. Links between the repository and designated Deltek Vision screens enable users to view associated repository documents quickly via a simple mouse click. Once in place, organizations can immediately capture incoming documents electronically, facilitating on-demand access for users.
Manage Processes in Vision
docs for Deltek provides additional business process management capabilities that allow users to automate and track common business processes, while connecting processes to documents and data stored in Deltek Vision. The flexible workflow features allow users to model existing processes or re-engineer processes to be automated and more efficient. Additionally, because processes will be man-aged by the system, a complete audit trail is maintained which provides key information for managing productivity as well as meeting compliance challenges.
Achieve Real Approval Routing
Building upon the foundation, approval processing and routing functionality can be added to provide automated review, approval and tracking based on a set of user-defined business rules. Other approval routing functions include:
Accounts Payable: Pre-configured baseline AP approval process for routing invoices and coding
entry into your Deltek system
Purchase Requisitions: Includes electronic forms for entry of key requisition details prior to
routing for approval processing
Accounts Receivable: Allows electronic expense related documents to be collected and
combined to support outgoing invoices
HR/Employee Files: Provides on-boarding, employee management and separation driven by a virtual
employee file using a common file-folder layout
Project Documents Repository: Leveraged to create a central repository for project related
documents
By implementing docs for Deltek, Architecture and Engineering firms will be able to:
Manage Documents in Vision
docs for Deltek provides a secure enterprise-class document repository that users throughout your organization can use to store documents of all types. This includes scanned images, electronic documents like MS Word and Excel files, as well as e-mail, video or any other file type. With this repository capability in place, you will be able to place greater controls around the storage and retention of electronic files, reduce search time for key information, improve the resiliency of the business in the event of a disaster and also eliminate the difficulties associated with sharing paper-based documents directly from Vision.
Utilize Document Management
With document management as the foundation, docs for Deltek provides a central document repository with common system components including scanning/document capture, document retrieval and system security. Links between the repository and designated Deltek Vision screens enable users to view associated repository documents quickly via a simple mouse click. Once in place, organizations can immediately capture incoming documents electronically, facilitating on-demand access for users.
Manage Processes in Vision
docs for Deltek provides additional business process management capabilities that allow users to automate and track common business processes, while connecting processes to documents and data stored in Deltek Vision. The flexible workflow features allow users to model existing processes or re-engineer processes to be automated and more efficient. Additionally, because processes will be man-aged by the system, a complete audit trail is maintained which provides key information for managing productivity as well as meeting compliance challenges.
Achieve Real Approval Routing
Building upon the foundation, approval processing and routing functionality can be added to provide automated review, approval and tracking based on a set of user-defined business rules. Other approval routing functions include:
Accounts Payable: Pre-configured baseline AP approval process for routing invoices and coding
entry into your Deltek system
Purchase Requisitions: Includes electronic forms for entry of key requisition details prior to
routing for approval processing
Accounts Receivable: Allows electronic expense related documents to be collected and
combined to support outgoing invoices
HR/Employee Files: Provides on-boarding, employee management and separation driven by a virtual
employee file using a common file-folder layout
Project Documents Repository: Leveraged to create a central repository for project related
documents
