Toonimo for Deltek
Guide project-based teams through Deltek workflows - from expense reporting and invoicing to client management.
Streamline Deltek for project-driven organizations
Deltek's project-based ERP solutions - including Costpoint, Vantagepoint, and Maconomy - power government contractors, professional services firms, and consulting organizations. Toonimo guides users through adding expense sheet lines, creating clients, submitting expense reports, editing invoice sub-tabs, and managing submission overviews. For organizations where compliance and accurate project accounting are critical, Toonimo ensures every user follows the right process every time.
- Add expense sheet lines
- Create new clients
- Delete invoice line
- How to edit sub-tab of invoice
- Submission overviews
- Client invoice
- How to submit an expense report
See Toonimo in Action on Deltek
Watch how Toonimo guides users through Deltek with real-time audio-visual walkthroughs.
Use Cases for Deltek
Discover how Toonimo helps organizations get the most out of Deltek.
Employee Onboarding
Onboard project managers to Deltek with guided project accounting and resource planning.
Learn moreEnterprise Software Training
Train teams on Deltek Costpoint, Vantagepoint, and project management workflows.
Learn moreCompliance Training
Ensure government contract compliance with guided Deltek workflows and audit trails.
Learn moreHow it works
Install
Add a single JavaScript snippet to your Deltek instance - no backend changes required.
Create
Use the WYSIWYG editor to build walkthroughs by pointing and clicking on your live application.
Guide
Users receive personalized, real-time guidance with audio, text bubbles, and visual cues.
Toonimo goes beyond step-by-step guidance
A complete digital adoption suite that works inside Deltek.
Walkthroughs
Multipage, audio-visual guides that walk users through any workflow.
Surveys
In-app feedback collection to understand user sentiment and needs.
IVR
Interactive voice response for automated phone-based self-service.
Accessibility Widget
WCAG-compliant overlay ensuring every user can complete tasks.
Analytics & Insights
Track engagement, completion rates, and user behavior across workflows.
RPA
Automate repetitive tasks and reduce manual data entry errors.
Chat / Voicebots
AI-powered assistants that answer questions and trigger walkthroughs.
Knowledge Base
Searchable self-service portal with walkthroughs, FAQs, and guides.
Related platforms
Disclaimer
All product names and trademarks associated with Deltek®, including the signature registered trademark name belong to Deltek®. Toonimo is not in any way affiliated with Deltek®, and no materials belonging to Toonimo are endorsed or sponsored by Deltek®. Any usage of the registered trademark material of Deltek® appearing in the aforementioned content is by no means reflective of a working business partnership, an endorsement, or a recommendation between Toonimo and Deltek®.
Ready to transform your Deltek experience?
See how Toonimo can drive Deltek adoption across your organization.
Get a Demo