Practice makes perfect and we have LOTS of practice migrating firms from Deltek to Clearview Software. Our implementation team is composed of experts from the Architecture/Engineering industry who have themselves traveled down the path of transitioning from Deltek to Clearview at their previous firms or in their consulting career. They know their stuff – both the system you are coming from and the possibilities to ‘move the ball forward’ with Clearview. Our team of project based accounting specialists can hold your hand throughout the process and work with you to get up and running quickly so that you can begin utilizing Clearview’s tools like real time dashboards, project planning, CRM, time and expense entries and others to manage your business in a new and exciting way.

We have had so many users migrate from Deltek to Clearview over the years – and indeed, an increasing number recently that have chosen Clearview over updating to Deltek Vantagepoint – that we have developed data migration utilities that automate a large part of the data transfer.  In fact, our utilities can typically bring transactional level, detailed history over from Deltek Vision with greater than 90% accuracy on the first rough cut pass.  The last 10% gap closes quickly once we meet with you and your team and gain an appreciation for the user defined fields and the like that you want to bring over as well. We are hearing more and more often that Deltek customers are being pushed to Vantage Point when the features they need to run their firms aren’t ready for prime time. Due to the increased demand for a more modern and flexible project based ERP, Clearview has added multiple support specialists, developers and implementation staff and partners in the recent months.

Once you are up and running, we aren’t going anywhere. Clearview offers unlimited, U.S. based support to help you get the most out of our technology.

Our project based ERP with forecasting, planning, time and expense and other business administration modules are designed to keep architecture and engineering firms running quickly and efficiently so that you can focus your time and energy on the work that you love while keeping a close eye on the day to day projects, costs, sales and operations of your Architecture and Engineering business.

We would love to talk with you about our cost saving software that allows you to do more. Reach out to us through the form at the bottom of the page, or read a little more about a 250 person firm that joined us after leaving Deltek HERE.




Clearview’s Lunch & Learns have been making stops all over North America, connecting InFocus users and prospects in real life! Our next stop is Texas, and we’re coming to three cities: Houston, Dallas, and Austin. If you’re in one of these areas, be sure to join us! More details below.

DATE: Wednesday, October 16th 2019
TIME: 12:00pm – 2:00pm
LOCATION: LJA Engineering, 2929 Briarpark Drive Houston, TX 77042



DATE: Thursday, October 17th 2019
TIME: 12:00pm – 2:00pm
LOCATION: WeWork Uptown Dallas – 1920 McKinney Ave 7th Floor, Dallas, TX 75201



DATE: Friday, October 18th 2019
TIME: 12:00pm – 2:00pm
LOCATION: The Grandview at T-Werx Coworking and Entreprenuer Center – Four Points | 10815 Ranch Road 2222, Bldg 3b, 100 | Austin, TX 78730



We hope you’ll join us!
– The Clearview Team

We are excited to introduce a brand new webinar series focused specifically on best practices for managing your projects!

In this five-part series, we’re teaming up with Larry Potts, PMP of Technik Solutions Group to talk through specific areas of Project Management geared for helping you optimize the setup and ongoing management of your projects. Larry comes with over 20 years of practicing project management across a wide variety of customers and projects and has a wealth of knowledge to share.

Join us as we combine project management theory and practical skills for better project results. Click on each of the parts below for a description and registration information. We will be updating these on a regular basis.

Part 1: What It Takes to Create a Great Project
Part 2: 5 Key Project Metrics to Monitor
Part 3: To Be Announced
Part 4: To Be Announced
Part 5: To Be Announced

Stay tuned for more information!

We recently hosted our inaugural Maverick User Forum in Denver, CO for power users to network, learn about where InFocus is headed, and exchange ideas about what they’d like to see for future releases. We had a great turnout for the being the first event of its kind, and we are excited to make it a staple for years to come!

The Maverick User Forum in Denver covered a variety of topics, but one of the highlights was hearing from our founder and CEO Matt Pantana who gave a brief history of the company and laid out an overview of the InFocus product roadmap. You can see the video below or by clicking here. Be sure to subscribe to our YouTube channel while you’re at it!

Photo used with permission from the ART Hotel. ©2019 the ART, a hotel. All Rights Reserved.

At Clearview, we have identified three pillars that will come to define our next season of growth: product innovation, market awareness, and user engagement. We believe the status quo has been maintained for far too long in our industry, and we want to be leading the charge toward change and innovation. Why do we think we can lead such a charge? Because we are convinced we have the greatest talent. Our developers are knowledgeable about A/E, highly capable, imaginative, and willing to push the boundaries of what is possible with the current technology. We aren’t looking to simply improve InFocus – we are looking to call the entire industry to a higher standard of technological innovation and user input. This can only be accomplished through a movement of collective voices demanding better.

To this end, we are looking to identify InFocus users and partners who wish to be part of this collective voice. Those of you who are imaginative, problem-solving and forward-thinking regardless of what hat you wear: whether you’re a principal or a junior associate; whether you’re in IT, HR, Finance, PM, or Marketing (or multiple); or whether you’re a third-party consultant looking to solve issues for clients – we invite you to join us in exchanging ideas about how InFocus can be used to move innovation forward at your A/E firm and inspire innovation to move forward in the A/E industry as a whole.

Clearview’s Maverick User Forum is our first step toward gathering together a community of people who want to see greater things from A/E technology. Now that you have the big vision, let’s explain further what this event will entail:

This event is a forum for exchanging ideas about the future of InFocus and A/E, and it will include

  • Roundtable discussions about problems and solutions in your A/E firm and in the A/E industry
  • Presentations from firms who are using InFocus in imaginative and creative ways
  • A look at the InFocus product roadmap
  • Listening sessions with Clearview’s leadership about what to include in future InFocus releases

Of course, this begs the questions, “So what will the actual agenda entail? What are the sessions called? Which of my people should I send?” These are fair questions, and we will certainly be releasing specifics in more detail as we get closer to the event. Our goal, however, is for attendees to dream first and learn second. While this event may entail some type of formal InFocus product training, our first priority will be to discuss and reflect on current and future challenges and solutions in A/E and how they can be solved with the technology we have built and are building.

We hope to see you there! For more info, check out the Maverick User Forum event page.

-The Team at Clearview

Dear InFocus Clients,

As we reflect upon 2018 and look to the future, we’d like to extend a huge thank you for entrusting us with your business. We hope you will take a moment to be reminded of our commitment to you and join our enthusiasm for the future as we reiterate why we’re here and where we’re headed. Great things are coming!

Why We’re Here

InFocus was built and launched as a solution to multiple unaddressed problems we saw in A/E products at the time. Legacy ERP systems were clunky, unsupported, and overpriced with no attractive upgrade paths. Because the companies who made these products controlled the market, they consistently hiked prices with little to no product improvement while selling stories about the brilliance of their “next release” or “next try.” Sadly, many firms were forced to accept mediocrity at high prices because there existed few alternatives, especially for enterprise firms. Instead of being treated as valuable people doing valuable work, A/E firms were being treated as cash cows.

We imagined a different world – one where instead of being herded around, A/E firms asked themselves, “What should an ERP solution actually cost?” , “What should we expect for support and innovation?”, “When should we leave ERP providers that are underperforming?” “Why should we wait for future promises?” Thus, InFocus was born out of our desire to change the A/E industry’s perspective on what excellence means. After our initial launch in 2007, we quickly learned that many people were willing to join us in rejecting the status quo. As a result, we’ve seen consistent organic growth year over year since our inception – including 41% growth in 2018.

Where We’re Headed

As we look ahead to 2019 and beyond, we’d like to share three pillars that will come to define our next season of growth:

  • Product Development. We have had 47 releases in the past decade. This level of development is unmatched in our industry. With innovation as one of our core values, we remain committed to improving InFocus with more API integrations and user interface enhancements.
  • Market Awareness. Being developer owned and led means our efforts have been largely focused on developing and supporting InFocus, leading us to grow organically through referrals and word-of-mouth. We recently hired a full-time marketing manager to help us spread the word about InFocus through attendance at industry events and other various marketing channels.
  • User Engagement. We’ve offered ongoing training through workshops and monthly webinars. Because fostering a sense of community and ownership among our user base is important to us, we will build upon what we’ve established by cultivating a network of local in-person user groups, a national power user group for innovating firms, and more in-depth monthly webinars.  January will see the launch of two new such webinars:
    • InFocus Adoption with Pam Ingram: Pam will draw on her 25+ years of experience in organizational leadership to teach on topics related to building buy in and user adoption around the implementation of InFocus. The first one will be January 24th. Register here.

    • InFocus Innovation with Gerald Cox: Gerald will use his extensive knowledge of both the A/E industry and InFocus to dive into the power of the InFocus ‘engine’ and how its superior technological capabilities – like the API management layer for integrations and analytic dashboards – can drive innovation. This webinar will be ideal for technical team members and/or those that want to learn more about what’s possible with InFocus. The first one will be January 9th. Register here.

      We will be renaming our current learning webinar to “InFocus Applied with Lucas Hayden”; it will still be centered around mastering the basic functions of InFocus and will be ideal for all users. The next one will be January 17th. Register here.

Our Commitment to You

At Clearview, we are passionate about what we do. We are led by developers, not by business people or venture capital firms, which means our only vested interest is your success. Our desire has always been for our clients to feel respected and pay fairly, knowing that they don’t have to choose between performance and value. We’ve committed ourselves to listening closely to your needs and ideas, and will continue to do so.

We will always listen to you, and we will always innovate and support you the best way we can. We value your feedback and we take it seriously, believing you should always feel you made the right decision by choosing InFocus.

Thank you again for entrusting us with your business. We are excited about all that’s to come in the life and journey of Clearview Software and we are thankful to have such a wonderful group of people sharing it with us. Buckle up – the best is yet to come!

Matt Pantana, CEO

We enjoy making InFocus a more useful tool for our customers with every release. User feedback via InFocus Ideas helps guide us and is directly responsible for many of the best features that find their way into InFocus. The InFocus 2018.1.0 release is a perfect example of this.

Purchase Order Management

While InFocus has always been an excellent fit for A/E firms, some of our Mechanical Engineering, Interior Design, and Landscape Architecture firms have expressed interest in managing purchase orders. We listened, and now InFocus features a Purchasing module that supports purchase order management, comprehensive approval workflows and receipt of goods tracking.

Purchase Orders in InFocus ERP for Architects & Engineers

API & Webhooks

InFocus includes a new Application Programming Interface (API) and Webhook support. These tools allow firms to integrate InFocus with third-party software and services. Our developers have already created many new connectors with our favorite vendors such as Office 365, Newforma, DocuSign, Asana, BambooHR, Slack, etc.

AE ERP API Outlook Integration

And Much More

There are dozens of other improvements. We would love to tell you all about them. Give us a call or use our contact form to get more information.

There are few efforts more important than cultivating your team. In a distributed team environment, you have to be creative about how you bring staff together around the ideas and goals that fuel your corporate vision. This is especially true during periods of growth.

In just over a year at Clearview, our team has grown by 25%. So, when it came to planning this year’s staff retreat, we focused heavily on promoting our values and culture.

For Clearview, the culture has always been organic. We are friends outside of work, know the names of each other’s kids and stop by to visit out-of-town team members on family vacations. This naturally informed the events and activities we planned and made for a great weekend together. Here were two of the principles that guided our planning:

Cultivate Company Culture

We held our retreat at our main offices in Central Virginia, where about half the team is located. We place a high value on getting face time with our out-of-town staff. To promote this, we planned time for in-office collaboration as well as a couple of outside activities- including an afternoon corn-hole tournament and cookout in beautiful Bedford County. This created opportunities for employees to bond, build trust, and have fun.

Everyone has a Voice

In addition to vision casting and department updates, we made full-staff sessions interactive and built in time for people to share kudos and appreciation for each other and the company as a whole. We know that good ideas can come from anywhere. After our retreat, we listened to feedback on various aspects of our time and will use ideas for planning in the future.

The feedback from our employees indicated that our time together felt like family time. One employee had this to say,

“I am extremely proud to be a part of the Clearview Team. The wonderful culture is present whether at the office working with customers or eating BBQ, laughing and competing at our first annual corn-hole tournament out at the farm. Time to start practicing for next year!”

As Clearview continues to grow, we’ll be excited to share the journey.


Ted Williams was one of the greatest hitters of all time. We know this because since the early days of baseball we’ve been tracking stats on every player for every game and Ted Williams rises to the top of the list in almost every category.

Whether through pen and paper, spreadsheet or enterprise software we have a history of using technology to measure greatness.

It’s the same for AE. Each hour on every project is an opportunity to capture and measure the great work your firm produces. Your ERP solution will either enhance or weaken that ability. But, how do you know when your ERP is falling short? Better yet, are there ways to anticipate the need for a new solution?

For ERP software, there are a few sure-fire indicators that it’s time to start looking for something new.

  • End-of-life -Discontinued product development or support
  • Outgrowth – When your firm outgrows the current feature set
  • Stagnant Development – No new features/improvements

1. End of Life

End-of-life is actually a normal stage in a product’s lifecycle- but that process can have serious ramifications. Often an end-of-life means a shift of resources away from supporting your software resulting in closed development and end of product support. Neither are good scenarios.

Typically, End-of-life is preceded by a vendor buyout, final version, end of sales or the release of a new (read, “replacement”) product.

2. Outgrowth

On a more positive note, sometimes your firm simply outgrows the feature set of your current software. There are lots of great solutions written for small businesses to begin managing their accounting, projects or CRM. However, larger contracts call for more employees, tighter communication and fully-baked integrations.

Balancing multiple vendors to capture your firm’s project/financial position can become cumbersome in periods of growth. If you’re growing too quickly for your software (congratulations!) it’s time to start looking.

3. Stagnant Development

Running a mature ERP solution has it’s benefits. However, terms like “product maturity” can easily mask a true lack of development or product improvement. This can leave you at a disadvantage. Signs of a slow down in development include fewer and far-between improvements to the product, long standing bugs or inattentiveness to customer feedback.

Since the early days of baseball, we’ve used technology to measure greatness and ERP software helps you capture this for your firm.

Great ERP does that in a way that innovates, continually improves and grows with you.

InFocus Analytic Dashboards

January 20th, 2017 is a big day. We’re not trying to steal anyone’s thunder, but we’re pretty sure the InFocus 2017.1 release should trump anything else that might be happening.

InFocus 2017 brings lots of exciting new features. One that we’re particularly excited about here at Clearview is the new Analytic Dashboards.

These days the ability to analyze your data for decision support has become a competitive requirement. But that’s harder to do than it sounds for a variety of reasons. So, when we first started planning Analytic Dashboards, we focused on three key goals that we felt were crucial.

First, we wanted non-technical users to be able to build great analytic dashboards. That meant the designer needed to be intuitive, powerful, and baked directly into InFocus.

Second, the data needed to be easily accessible. There are lots of tools out there to visualize data, but if connecting to your data is difficult, it can be a show stopper. So, we created Analytic Models. Analytic Models are “packaged” queries built specifically for InFocus Analytic Dashboards. A single Analytic Model could power scores of Analytic Dashboards.

Third, it had to be affordable. If you’re in the market, you might have noticed that many other business intelligence products require more of an investment than InFocus itself. At Clearview, we pride ourselves in adding new value with every release (43 and counting over the last 10 years). If you’re a Self-Hosted Client on our Maintenance Plan or you’re on InFocus Cloud, this will all be included in the InFocus you already own.

We truly appreciate your business and strive to make your investment in us pay-off continuously. We hope you will be as excited to use InFocus 2017 as we are.

Matt for The Clearview Team

Want to learn more?

For a more on what you can find in InFocus 2017, be sure to check out our Release Notes or join us next Tuesday for our free webinar, InFocus 2017: What’s New.