Search found 4 matches

by jnorman
Tue Jun 17, 2014 12:02 pm
Forum: CRM & Proposals
Topic: Opportunities vs Projects Info Center
Replies: 1
Views: 661

Opportunities vs Projects Info Center

My company has been using Vision for a couple of years and has just started to get interested in the CRM module. Since I used this module at a previous company, I have offered my experience as one guideline source. We had a presenter from another large firm come in to discuss the benefits of using i...
by jnorman
Fri Aug 23, 2013 9:57 am
Forum: Project Planning & Resource Management
Topic: Getting Buy-In for Planning & RM
Replies: 3
Views: 1183

Re: Getting Buy-In for Planning & RM

Thanks, it helps a little. However, after management viewed a presentation from Newforma on their Project Analyzer, it seems we will forgo using Vision for planning and invest in Newforma Project Analyzer for all project management functions and leave Vision for accounting and timesheets and maybe C...
by jnorman
Thu Aug 22, 2013 8:57 am
Forum: Project Planning & Resource Management
Topic: Getting Buy-In for Planning & RM
Replies: 3
Views: 1183

Getting Buy-In for Planning & RM

I've been reading through the forum on various topics. Gerald posted his company's CRM procedures, which may help me get buy-in for using those tools. Does anyone wish to share their planning procedures as well? Our company is under-utilizing Vision's features, and having simple processes/procedures...
by jnorman
Thu Aug 22, 2013 8:40 am
Forum: Newforma Project Center
Topic: I am looking for customers using Newforma and Deltek Vision
Replies: 12
Views: 6391

Re: I am looking for customers using Newforma and Deltek Vision

Our company currently uses Vision 6.1 and is looking into using Newforma Project Analyzer. We under-utilize Vision's planning and crm features. I'm curious if PM's need to use Vision's tools before integrating, or will Vision just be an accounting system and Newforma become a separate project manage...

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