Search
Close this search box.

Maximize Viewpoint’s Potential

Hands-on, interactive Viewpoint Vista training tailed to your needs.

Viewpoint Vista Training

Cassel Consulting is a Certified Viewpoint Business Partner.

Whether you are new to Viewpoint Vista or an existing user with previous experience, we can develop a training and consulting package that fits your needs. Viewpoint Vista is a robust software. Let Cassell Consulting help you make it work better for your workflow. As a certified Viewpoint Business Partner, we have helped more than 40 companies become more efficient with Viewpoint.

We match our experts with your pain points and can help with all modules of Viewpoint including: General Ledger, Payroll, Service Management and more.

Enterprise Resource Planning
Sample 3-day Viewpoint

Viewpoint Vista Training Itinerary

Day One

Day Two

Day Three

Cassel Consulting

Our Process

Initial Discovery

In-depth review of your business processes and how you use Viewpoint. During this stage we will interview several members of the team. We will discuss pain points, the current state, and the future state we would like to get to. From this information an overall report of recommendations is generated.
Architect and engineer construction workers working at outdoors construction site

Procedures Documentation

Module by module we develop written workflow procedures that capture the true process. Unique to your business, these workflows will guide the team members through tasks and responsibilities.

 

Interactive Training

Hands-on virtual or on-site Viewpoint training where we practice the procedures developed and ensure everyone on the team is comfortable and equipped the skills to perform their role.

 

Review, Additions, & Follow-up

At this stage we review and evaluate if any additions to procedures or follow-up training that may be required.

 
Get in touch

Contact Us Today

cassell consulting Inc

Viewpoint News, Tips, & Tricks

Managing the Paper Explosion

Re-printed with the permission of Viewpoint Construction Software, Inc. MANAGING THE PAPER EXPLOSION “ECM integration provides a central storage and management solution for all electronic

Read More »