SOLUTIONS
Industries
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Architecture, engineering, and professional services firms with 50–500 employees evaluating, implementing, or optimizing Deltek Vantagepoint.
Project-based engagement scoped to implementation phase. Typical timelines range from 4–9 months depending on firm size, module scope, and data migration complexity.
Deltek Vantagepoint · Deltek Vision (migration) · Salesforce · Microsoft Dynamics
Financial data becomes a decision-making tool, not a reporting obligation.
Cash flow, margins, and growth levers are visible and actively managed.
Whether the goal is scale, acquisition, or exit, the financial foundation is in place.
Routine processes are automated, freeing your team to focus on higher-value work.
Most ERP implementations fail not because the software is wrong, but because the configuration doesn't reflect how the firm actually operates. Project structures don't match how work is delivered. Approval workflows don't align with organizational authority. Reporting doesn't surface the metrics leadership needs to make decisions.
The result is an expensive system that teams work around instead of within. Workarounds accumulate. Spreadsheets return. The ERP becomes a billing tool rather than an operational platform.
For project-based firms, the stakes are higher. Revenue recognition, percentage-of-completion accounting, multiplier tracking, subconsultant management, and utilization reporting all require configuration that generic implementation partners rarely understand at a structural level.
Our ERP and CRM engagements cover the full implementation lifecycle — from system evaluation through post-go-live optimization. Every engagement is led by senior consultants with direct experience in project-based accounting and operations.
Evaluation & Selection — Structured assessment of current systems, process gaps, and organizational requirements. We help firms determine whether Vantagepoint is the right platform before any commitment is made, and scope the implementation accordingly.
Configuration & Build — Chart of accounts, project structures, billing formats, approval workflows, security roles, and reporting hierarchies configured to match how your firm operates. Not templated. Not defaulted.
Data Migration — Historical project data, client records, employee information, and financial history migrated with validation protocols that ensure accuracy before go-live.
Integration — Connections to payroll, HRIS, time tracking, document management, and other systems your firm depends on. Data flows defined, tested, and documented.
Training & Adoption — Role-based training designed for how each team interacts with the system. Accounting sees accounting. Project managers see project management. Leadership sees dashboards.
Post-Go-Live Support — Retained engagement for the critical first 90 days after launch, plus ongoing optimization as business requirements evolve.
Discover — We map your current operations, interview stakeholders across departments, and document the gaps between how your firm works and how your current systems support that work. This produces a detailed scope document and implementation plan.
Design — System architecture is designed around your firm's specific project types, billing methods, organizational structure, and reporting requirements. Configuration decisions are documented and approved before build begins.
Build & Test — The system is built in phases with structured testing at each stage. User acceptance testing involves real scenarios from your firm, not generic test scripts.
Deploy & Embed — Go-live is planned around your fiscal calendar and operational rhythm. Post-launch support is hands-on — we stay until the system is running independently and teams are confident.
