System cutovers · Deltek Vision to Vantagepoint and more
Switching project accounting systems? Keep your numbers honest through the move.
Deltek is retiring Vision in favor of Vantagepoint, and many firms are also moving between Ajera, Unanet, BQE Core, Costpoint, and QuickBooks. A cutover is when hidden problems show up in the numbers. I help you see what the new numbers mean for each project, before and after the switch.
Deltek Vision to Deltek Vantagepoint: you should know the old numbers and the new numbers agree.
Vision is being retired and Vantagepoint is the successor. Data gets remapped, reports change, and nobody is sure the two systems tell the same story.
A before and after read of every active project, so you know which differences are real and which are just the switch.
Moving between Ajera, Unanet, BQE Core, Costpoint, or Vantagepoint: the same project can look different on the other side.
Each system holds revenue, cost, and billing in its own way, so margins that looked fine can land somewhere else after the move.
Your projects are read the same way on both sides of the switch, so surprises become plans.
Spreadsheets or QuickBooks to a full project accounting system: you should start with numbers you trust.
Moving up means loading history that was never fully clean, and the new system will treat it as fact.
Your history is checked and standardized before it goes in, so the new system starts honest.
A cutover does not cause margin loss. It shows you margin you could not see before.
PMs who felt fine before the switch can find lower margins after it, through no fault of theirs. They were working with limited visibility in the old system.
You see the real position early, with time to protect fees and reset expectations, while your PMs stay confident.
Five Stones Strategy is independent. Deltek, Vision, Vantagepoint, Ajera, Unanet, BQE Core, Costpoint, and QuickBooks are trademarks of their owners. I help with the numbers, not the software. I do not install or configure systems.
Before or after the switch, start with one project.
Twenty minutes, eight questions you already know the answers to, and a recorded read two business days later. No prep, no pressure. To start, send the name of one project and two times that work.