Unleashing the Power of Quoteplan and Deltek Vision Integration

In the fast-paced world of control panel building, efficiency and accuracy are paramount. Delivering projects on time, within budget, and exceeding customer expectations requires seamless collaboration between various aspects of your business. This is where the innovative integration of Quoteplan and Deltek Vision comes into play, offering a powerful solution to streamline your workflow from the initial quote to project completion.

Quoteplan: Your Engineering Powerhouse

Quoteplan, from RutamSoft, is a dedicated software solution designed specifically for control panel manufacturers. It offers a comprehensive suite of features to simplify and automate your quote creation process, including:

• Extensive component database: Access pricing information for over 1 million SKUs, ensuring accurate and efficient cost calculations.
• Automated functionalities: Eliminate manual calculations and minimise errors through automated features like material selection, pricing, and calculations.
• Professional quote generation: Generate detailed and visually appealing quotes to impress potential clients.
• Vendor management: Connect with vendors to access their latest pricing and special offers, ensuring competitive quotes.
• Inventory management: Track material usage and stock levels within Quoteplan, minimising the risk of overstocking or stockouts.

Deltek Vision: Your Project Management Hub

Deltek Vision is a comprehensive enterprise resource planning (ERP) system specifically designed for the needs of project-based businesses, including engineering and construction firms. It offers a range of functionalities to manage your projects effectively, including:

• Project management: Plan, schedule, and track project progress from start to finish.
• Financial management: Manage project budgets, track expenses, and generate financial reports.
• Resource management: Allocate resources effectively and monitor resource utilisation.
• Accounting: Manage accounts payable and receivable, integrate with payroll systems, and generate financial statements.

The Power of Integration: Quoteplan and Deltek Vision Working Together

By integrating Quoteplan with Deltek Vision, you unlock a powerful combination that enables a seamless workflow and enhanced project management throughout the entire project lifecycle. Here’s how this integration empowers your business:

1. Streamlined Quote Creation and Project Initiation:

• Accurate and efficient quotes: Leverage Quoteplan’s features to create accurate and competitive quotes that reflect real-time pricing and vendor information.
• Simplified project initiation: Once a quote is approved, seamlessly transfer project details, including Bills of Materials (BOMs), from Quoteplan to Deltek Vision for efficient project initiation.

2. Enhanced Project Management and Collaboration:

• Centralised project information: Deltek Vision acts as a central hub for all project information, including BOMs, budgets, schedules, and resource allocation, ensuring everyone involved has access to the latest data.
• Improved communication and collaboration: Foster better collaboration between engineering, procurement, and project management teams through readily available information within Deltek Vision.

3. Optimised Procurement and Inventory Management:

• Accurate material requirements: Utilise BOM data from Quoteplan to ensure accurate material purchasing and inventory management within Deltek Vision.
• Streamlined procurement process: Generate purchase orders directly from Deltek Vision based on BOMs, reducing manual tasks and streamlining procurement workflows.
• Improved inventory control: Track material usage and stock levels within Deltek Vision, optimise inventory management, and minimise inventory costs.

4. Integrated Project Execution and Accounting:

• Real-time project tracking: Monitor project progress, resource utilisation, and stay on top of deadlines within Deltek Vision.
• Accurate project accounting: Easily track project costs and compare them against the original estimates generated in Quoteplan.
• Comprehensive financial reporting: Generate detailed financial reports from Deltek Vision to gain insights into project profitability and overall business performance.

Real-World Scenario: How Quoteplan and Deltek Vision Integration Can Benefit You

Imagine a scenario where your company receives a request for a complex custom control panel. The integration between Quoteplan and Deltek Vision can empower you to:

1. Generate an accurate quote: Utilise Quote Plan to create a detailed quote with accurate cost estimates based on real-time pricing information and vendor pricing.
2. Develop a comprehensive BOM: Use Quoteplan to generate a detailed BOM, including all necessary components and quantities.
3. Seamlessly transfer data: Automatically transfer the BOM and other relevant project information from Quoteplan to Deltek Vision.
4. Plan and manage the project: Utilise Deltek Vision’s project management tools to plan the project schedule, allocate resources, and track progress.
5. Manage procurement and inventory: Leverage Deltek Vision’s procurement functionalities to place accurate purchase orders based on the BOM data, ensuring timely material deliveries and avoiding stockouts.
6. Monitor costs and performance: Track project costs and compare them against the original estimates generated in Quoteplan within Deltek Vision.
7. Generate comprehensive reports: Utilise reporting tools within Deltek Vision to generate comprehensive reports on project performance, resource utilisation, and overall project profitability. Gain valuable insights to improve future estimation accuracy, optimise project management practices, and make informed business decisions.

Conclusion:

In today’s competitive landscape, control panel builders require efficient tools and seamless workflows to deliver projects on time, within budget, and with exceptional quality. The integration of Quoteplan and Deltek Vision offers a powerful solution to streamline your entire workflow, from initial quote creation to project execution and accounting. By ensuring accurate data flow, optimising project management, and facilitating efficient communication and collaboration, this integration empowers control panel builders to focus on what matters most: building high-quality control panels and exceeding customer expectations.

Ready to Streamline Your Workflow and Achieve Project Success?

Explore the potential of Quoteplan and Deltek Vision integration and discover how it can transform your control panel building business. Contact RutamSoft today to learn more about Quoteplan and its seamless integration with Deltek Vision.