Seamless Migration with Data Integrity & Zero Surprises
We plan, test, and validate your upgrade from Deltek Vision to Vantagepoint with reconciliation reports, rollback safety, and a post‑go‑live optimization plan.
Structured Methodology
Our migration approach
We treat migration as a modernization program — aligning configuration, data, workflows, and validation so Vantagepoint supports your goals on day one.
- Readiness assessment of Vision configuration & data
- Identify custom code, scripts, data gaps
- Test migration plan with reconciliation & rollback
- Cleanse/transform data, verify workflows & reports
- Go-live, monitoring, and post-migration hypercare
Why upgrade now
Turn the upgrade into a growth catalyst
We use migration to fix data quality, streamline processes, and set you up for analytics success in Vantagepoint.
Expected outcomes
Execution Framework
Migration phases
Phase 1 – Discovery & Assessment
Vision setup, custom fields, data quality, module usage.
Phase 2 – Data Preparation & Cleansing
Clean, map, reconcile key masters (Projects, Clients, Employees...).
Phase 3 – Test Migration
Pilot runs, process testing, report validation, user training.
Phase 4 – Go-Live & Optimization
Cutover, data verification, hypercare, performance tuning.
Migration roadmap
Interactive migration timeline
Click a step to expand. Cards animate into view as you scroll.
Step 1: Vision Environment Assessment
Scope, prerequisites, risks & success criteria
Catalogue custom fields, roles, security, module usage, integrations, volumes.
Step 2: Data Cleansing & Mapping
Data quality uplift and schema mapping
Standardise masters; resolve duplicates; map Vision structures to Vantagepoint.
Step 3: Test Migration & Validation
Pilot runs, UAT, reconciliation
Execute trials and validate end to end processes & reports.
Step 4: Go-Live & Hypercare
Cutover, issue triage, tuning
Cutover with gates; confirm data integrity; provide hypercare.
Step 5: Optimization & Insights
Automation, forecasting, improvement
Enhance with automation and predictive models; quarterly reviews.
Migration FAQ
Frequently Asked Questions
Essential answers regarding data validation, customisations, timelines, and organizational change management.
Test migrations, reconciliation, audit logs, parallel runs, rollback plan.
Deltek Partner Expertise
Why choose Business Insights
Ready to plan your Vision → Vantagepoint upgrade?
Book a free readiness assessment or jump to our consulting services.