Deltek Vantagepoint Consulting

We optimise your Vantagepoint setup around how your business actually works — security, roles, workflows, screens, and KPIs — with upgrade‑safe practices and clear documentation.
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Configuration & Process

Security roles, approvals, WBS, billing, revenue recognition, resource planning.

Training & Change

Role‑based enablement, sandbox UAT, knowledge base, admin handover.

Governance

Release management, regression testing, documentation standards, audit trails.

Custom Reports in Vantagepoint

From invoice templates and utilisation views to multi‑company profitability — we design and deliver pixel‑perfect reports with performance and security in mind.

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01

Finance & Billing

Invoices, WIP, aged AR/AP, revenue/margin, DSO, cashflow.
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02

Project & Operations

Backlog, ETC/EAC, budget vs actuals, profitability, risk flags.
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03

Resource & Utilisation

Capacity & utilisation, timesheet compliance, leave planning.

Power BI Reports for Vantagepoint

We deliver an executive KPI suite and governed data model that blends Vantagepoint with CRM, HR, and finance data for real‑time decisioning.
  • Executive cockpit (Revenue, Margin, WIP, DSO)
  • Project profitability drilldowns
  • Forecasting & budget vs actuals
  • RLS by Project_ID and team
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Integrate Vantagepoint with Your Stack

Reusable, documented connectors across CRM, HR/Payroll, Finance, Documents, and Data platforms — built for resilience, observability, and upgrades.

HubSpot · Dynamics 365 · Salesforce

Xero · NetSuite · MYOB · QuickBooks

Workday · BambooHR · Employment Hero

SharePoint · OneDrive · Autodesk BIM 360

Microsoft Fabric · Lakehouse · Synapse

Webhooks · Event‑based triggers · ETL jobs

Error handling · Logging · Monitoring

Security: Azure AD · OAuth2 · RLS

AI Workflow Automation with Power Automate

Streamline approvals, alerts, and data syncs. Example scenarios:

Auto‑create projects & WBS when CRM deals close

Timesheet/expense sync to finance & payroll
Automated invoicing & exception routing
Daily data refresh orchestration for BI
Project risk alerts & SLA notifications
Project risk alerts & SLA notifications

Consulting Deliverables

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Configuration Pack

Roles, workflows, dashboards, documentation.
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Custom Reports

Finance, project, resource & operations reporting.
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Integration Blueprint

API catalogue, data flows, monitoring & support model.
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Power BI Suites

Executive, Finance, Operations dashboards with RLS.
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Automation Templates

Approvals, alerts, notifications, refresh schedules.
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Adoption & Support

Training, knowledge base, hypercare plan.

FAQs

Consulting questions

Yes — we support both, with secure connectivity patterns and upgrade‑safe practices.
We design reporting models and processes for multi‑company, multi‑currency, and consolidated views.
Commonly: HubSpot, Dynamics 365, Salesforce, Xero, NetSuite, MYOB, QuickBooks, Workday, BambooHR, SharePoint/OneDrive.
Azure AD/OAuth2, least‑privilege access, RLS in Power BI, audit logs, and periodic access reviews.
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Creative Solutions

Let’s extend your Vantagepoint investment

Talk to us about consulting, custom reports, Power BI, and integrations.
info@business-insights.com.au
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