Session Description: Vision 6 Reporting features the new SQL Reporting Services platform for all standard reporting. In the first portion of this workshop, you will review the new standard Vision 6 reporting functionality and its enhancements: layout, formatting and columns, and sorting/grouping features. In addition, you will review the expanding/collapsing report output and report archive options. For those of you who prefer customized reporting, the use of Analysis Cubes in Microsoft® Excel® 2007 is less complex and does not require a command of the Vision database structure that full report customization does. In the Analysis Cubes segment of this workshop, you will observe how to report on consolidated project and general ledger data using workbooks with Excel. Users familiar with Excel and pivot table reports can quickly rearrange workbook information with drag-and-drop functionality as well as display results on hierarchical time dimensions and see transaction detail with drill-downs. This is especially useful for those who need to quickly perform data analyses in Excel to observe trends in their businesses. Workbooks to be reviewed include: Profitability workbook, Staffing workbook, Annual Revenue with Set Goals workbook, Income Statement View of Project workbook, and Comparative Balance Sheet A/R Activity by Office. The final Security segment of the workshop concentrates on creating custom access roles for users. You will review how to allow employees access to specific Vision applications, processes, and Info Center records while preventing access to other system areas. We will demonstrate how to set record-level accounting and functional area security access rights options. You will also observe how to set up password policies and assign passwords, security roles, and Microsoft® Windows®-integrated logons (if utilized) for each Vision user. (Add $550) Duration: Six hours Prerequisites: Vision User Fundamentals

Session Description: This workshop is designed for users who want to create reports using reporting models as well as those who want to be introduced to the advanced SQL Server Reporting Services® (SSRS) reporting tool, Report Designer. In this workshop, you will learn to work with the Report Builder and its delivered model for reporting—an existing set of formats and templates in which you can connect to report models to select fields to report against. We will demonstrate how to access the application and models to develop reports using the drag-and-drop report design functionality of Report Builder as well as how to explore filtering, grouping, and the creation of formulas within the various templates. Hands-on activities will reinforce the workshop instruction. For those needing to report across multiple models or Info Centers, you will gain an introduction to Report Designer, a comprehensive report authoring tool that hosts a collection of graphical query and design tools not offered in Report Builder. Report Designer supports tabular, matrix, advanced charting, and freeform reports and gauges using complex queries (SSRS). (Add $550) Duration: Six hours Prerequisites: Vision User Fundamentals

Session Description: Vision Workflow facilitates a collaborative working environment by defining a regimented workflow between various users. Such workflows require establishing criteria and actions that will trigger automated changes. Vision 6 has been enhanced to include workflows for the validation of information, generation of user-defined email, dashboard alerts, creation of calendar activities, and the alteration of data. In this workshop, you will review how to apply build workflows using these new enhancements. Vision Designer enables you to customize the business logic and functionality of your Vision application. In the second portion of this workshop, we will demonstrate how to access the tools to design forms that support individual business practices with the User-Defined Tabs application. Next, we will review the Vision Navigation Tree Designer for creating custom menus. Finally, we will review how to customize standard Info Center tabs and fields, working with the enhanced Screen Designer application. This workshop also demonstrates how to create rollover and pop-up “help topics” for forms that document business processes. Note: In order to make some parts of certain Vision workflow events functional, depending on the intent for the workflow built, some advanced SQL programming knowledge (knowledge that will allow you to build complex SQL expressions) may be required. This workshop does not cover SQL programming, nor does it require any knowledge of SQL programming on your part as a prerequisite for taking attending this workshop. Please also note that many types of Vision workflows can be developed that do not require advanced SQL programming or SQL expression- building knowledge. (Add $550) Duration: Six hours Prerequisites: Vision User Fundamentals

Session Description: How do you survive these economic times and position your firm for greater success in the eventual recovery? Do you know where your organization is strong and where it is weak so that you can focus your efforts and gain, instead of losing ground? Service Performance Insight will provide highlights of their 2009 Professional Service Maturity Model benchmark report. This session will also explore ways you can turn your Professional Service Organization into a value-added profit center, accelerate your service revenue and profit, and improve your service operations.

Session Description: Despite the worldwide recession, more and more domestic AE and environmental firms continue to find opportunities overseas. Indeed, with the US private markets looking soft for the next couple of years, many US firms of all shapes and sizes are finding opportunities abroad. This discussion will cover the outlook for a number of international regions and share the perspectives and experience of US firms who have "been there, done that" internationally.

Session Description: Make the most out of your trip to Insight by attending the Vision Conversion Boot Camp! You will have the opportunity to discuss the entire process with fellow Deltek customers who have made the switch and can provide you with reliable advice, tips, and tricks to make the process easy. In addition, knowledgeable Deltek service representatives who can answer all your technical questions about the conversion process will be on hand to discuss your specific issues.

Session Description: Attend this session to see that the only wrong way to address resume quality is to ignore it. Whether you are just starting your implementation or have been doing Vision proposals for several years and need adjustments, learn how experienced Vision users have found success. A primary focus of the session will be on the requirements for updating and maintaining the data that supports the proposals.

Session Description: No single enterprise system contains project financials, images, contracts, email, and history. Discover how to tell “the whole project story" in two steps. Learn how to integrate systems such as Vision and Newforma to produce one source of the truth and then bring your project stories together through enterprise portals like Microsoft® SharePoint® and reporting technologies such as Microsoft SQL Server® Reporting Services.

Session Description: Tap into the innate capabilities of Vision for powerful Business Intelligence. Discover how to create dashboards for the Executive Team, Business Development, Project Managers, and Finance; then distribute the pre-configured dashboards to a division. Optimize the dashboard and set up alerts, use drill down options, select graphical reports, and utilize workflow. We will also provide an overview of the five pre-configured dashboards available in Vision Performance Management.

Session Description: Timesheets are an essential element of a services firm’s bottom line. Learn now effective time management can help you increase project profitability and utilization, improve cash flow, and help recover extra services. We will look at best practices for timesheet entry and policies, approvals, billing, and integration with Resource Management that will make a significant difference to your success.

Session Description: Paperless invoicing not only contributes to a sustainable strategy but also offers efficiency and speed in a critical process. Learn how BNIM, a Power User Group member, leveraged Vision 6.1 and Newforma® Project Center to create an entirely (or at least mostly) paperless invoicing system. Discover more about how to create a sustainable invoicing option and other "green" best practices from a firm that embraces green strategies throughout its processes.

Session Description: Can you identify the capacity for additional work for your resources and quickly adjust resource assignments to balance workloads? If you are interested in leveraging Resource Management and are not sure where to start, this is the session for you. You will leave this session with an action plan to begin designing your use of Vision Resource Management.

Session Description: Time is money for a professional services firm. This session shows how a consulting firm uses five methods to consistently achieve 95 percent on-time weekly timesheet submissions from its engineers. Learn how to justify the importance of timely and accurate timesheet submissions to cash flow and operations and how to determine the cost of late and inaccurate timesheets.

Session Description: An enterprise-wide implementation impacts users at all levels, and is most successful when it becomes a part of the firm's culture. Bringing Vision into the firm's culture and achieving user buy-in at all levels is a challenging task, but can bring amazing results to your firm. Learn from this Power User Group firm, Leo A Daly, how they implemented Vision, maximized user adoption, and achieved user buy-in at all levels resulting in true cultural adoption.

Session Description: Learn about Deltek's relationship with Microsoft and how Deltek uses Microsoft technology to enhance production. The presentation reviews Microsoft's strategy for the .NET platform and highlights new features in Microsoft Windows Server® 2008 R2, Microsoft SQL Server® 2008 R2 and Microsoft SharePoint® 2010. It also explores how such Microsoft technologies as Silverlight™ 2.0, .NET Framework 4.0, and Office 2010 may impact Deltek products.

Session Description: Roundtable topics for this session include controlling costs in an economic recession, managing your accounts receivable, expanding your operation into foreign markets, and maintaining your lines of credit. This discussion also covers the impact of Sarbanes-Oxley (SOX) legislation and International Financial Reporting Standards (IFRS) on financial systems, as well as how to create effective compensation plans and build valuable management reports.

Session Description: Roundtable topics for this session include controlling costs in an economic recession, managing your accounts receivable, maintaining your lines of credit, creating effective compensation plans, and building appropriate management-level reports. We also discuss using cost values and/or billing values on project reports, as well as issues involved in recognizing revenue.

Session Description: Industry Experts will discuss emerging trends that will shape the future of the A/E/C industry. Topics include an update on the effects of stimulus spending on the industry, recovery in the construction markets, adoption of new technologies, and project delivery processes including Building Information Modeling (BIM), Design-Build, Integrated Project Delivery, and Public-Private Partnerships. Other mega-trends such as green/sustainable design and the globalization of markets will also be explored.

Session Description: Vision Analysis Cubes, first introduced with Vision 5.1, lets you create Vision reports with Microsoft Excel® or any reporting software that uses Microsoft SQL Server® Analysis Services 2005. Vision's cubes are also the foundation for the power business intelligence solutions accessed through Vision Performance Management. Come find out how you can create Vision project, labor, expense, and general ledger reports with Vision Analysis Cubes.

Session Description: This session presents the upcoming roadmap for the evolution of the Vision Performance Management module. Dive into the details on the new Analysis Cube contents (including Planning data and user-defined fields), Canvas Designer, target, and KPI capabilities, and the enhanced sample canvases, all coming soon to Vision Performance Management. Discover the powerful new metrics and intuitive formatting scheduled for Vision's upcoming release!