DIG (Deltek Intelligence Gateway) is an AI-powered platform that connects to any Deltek Vantagepoint instance, reads its full project, workforce, and organizational data through the REST API, and produces a migration-ready assessment in minutes. This report shows what DIG extracted from a single live instance, AccuTerra Architects, with zero manual configuration. Stambaugh Ness manages approximately 1,000 Deltek instances. Every one of them can be analyzed the same way.
DIG connected to AccuTerra's Vantagepoint instance, authenticated via OAuth, crawled 12 API endpoints, and synthesized a complete assessment. No scripts were written. No data was staged. The agent read raw metadata, recognized patterns, and generated this analysis autonomously.
0.387s
Auth + Handshake
0.023s
API Crawl (avg/call)
1.865s
Analysis + Render
~$0.75
Session Cost
0
Manual Config Steps
Full end-to-end elapsed time: under 30 minutes including report generation and peer benchmarking.

Demo Video

Walkthrough of the Deltek Intelligence Gateway: live Vantagepoint instance ingestion, peer benchmarking, and the agentic-vs-scripted analysis path. Recorded on the AccuTerra instance shown throughout this report.

Video file not found. Place deltek_intelligence_gateway_demo.mp4 in the same folder as this HTML file.
File: deltek_intelligence_gateway_demo.mp4 Format: MP4 (H.264) Audience: SN leadership / Periscope IC

Firm
AccuTerra Architects & Engineers
Sector
Architecture & Engineering
ERP
Deltek Vantagepoint (on-prem)
Version
2026.1.6
Entities
3 (Architecture/Engineering, Consulting, Environmental)
Employees
41 active
Org Units
17 across 6 cities
Currency
USD + CAD (multi-currency)

438
Total Projects
300
Active
68.5% active ratio
107
Inactive
31
Dormant
42
Unique Clients
10.4 projects per client
41
Active Employees
17
Org Units
6
Cities
US + Canada
Status distribution across all 438 projects. 90% are structured to WBS depth 3 (phase/task level), indicating strong project standards discipline.
Active 300 (68.5%) Inactive 107 (24.4%) Dormant 31 (7.1%)
WBS DepthProjectsShare
Depth 3 (Phase/Task)39489.95%
Depth 1 (Top-level)388.68%
Depth 2 (Phase)61.37%
Client TypeFirms
Unclassified59
Government13
General Contractor11
Architect8
Commercial4
Engineering2
Media2
Other codes28

PM assignment distribution reveals a significant workload imbalance. One PM carries 31% of all projects, and 38% of projects have no PM assigned, a data quality red flag for migration readiness.
Project ManagerProjectsShareLoad
Unassigned16738.1%
PM-000213530.8%
PM-00146314.4%
PM-0010398.9%
PM-0031163.7%
PM-0026153.4%
3 others30.7%

Three company entities spanning six cities across the US and Canada.
Architecture & Engineering
Portland Architecture
Portland Interiors
Portland Green Design
Portland Engineering
New York Architecture
New York Interiors
Chicago Architecture
Chicago Engineering
Consulting
New York Consulting
Toronto Consulting
Toronto Engineering
Environmental
Toronto Environmental
Vancouver Environmental
Calgary Environmental
+ 3 corporate admin units (one per entity)

AccuTerra measured against 1,000 Stambaugh Ness peer firms across six operational dimensions. Percentile shows where AccuTerra ranks in the portfolio.
Metric AccuTerra Min P25 Median P75 Max Percentile
Active Project Ratio
Share of projects still open and billable
68.5% 42.9% 65.4% 72.3% 78.9% 95.0% P36
WBS Standardization
Share of projects at 3-level WBS depth
89.95% 5.0% 43.1% 59.4% 73.7% 99.0% P93
Client Diversification
Top client revenue share (lower is healthier)
19.4% 5.0% 21.3% 28.2% 34.1% 58.8% P82
PM Load Balance
Top PM project share (lower is better distributed)
30.8% 5.0% 16.0% 21.5% 27.4% 48.5% P12
PM Assignment Hygiene
Unassigned PM share (lower is healthier)
38.1% 0.0% 10.1% 17.9% 25.7% 56.9% P5
Data Completeness
Mean field fill-rate across 360+ project fields
47.3% 8.0% 32.4% 41.5% 50.2% 86.6% P66

Traditional migration assessments run checklist scripts that count records and flag deviations. DIG reads context. It understands why data looks the way it does, which changes the remediation plan entirely.
Not Ready
Scripted verdict (4/6 fail)
69.2 / 100
DIG verdict (P83, migration-ready)
3 of 4
Scripted findings overturned by context
Click each finding to expand the side-by-side analysis.
1
PM Assignment Hygiene
38.1% unassigned projects (167 of 438)
Overturned
Scripted Assessment
Flags 38% unassigned PMs as a critical data quality failure. Recommends blanket remediation across all 167 projects before migration can proceed. Estimated remediation: 80-120 hours.
167
Flagged projects
Critical
Severity
80-120h
Est. remediation
DIG (Agentic Analysis)
Recognizes that WBS discipline is at P93 while PM assignment sits at P5. Interprets this as organizational policy, not data rot. AccuTerra treats PM assignment as optional metadata. The 394 projects with 3-level WBS prove the firm enforces structure where it matters. Remediation priority drops from critical to low.
P93
WBS discipline
P5
PM assignment
8-12h
Actual remediation
2
Inactive Project Treatment
107 inactive projects (24.4% of portfolio)
Overturned
Scripted Assessment
Reports 107 inactive projects as "stale data." Recommends archive-and-purge before migration to reduce data volume and complexity. Flags the 24.4% inactive ratio as above-threshold.
107
Flagged for purge
24.4%
Inactive ratio
High
Migration risk
DIG (Agentic Analysis)
Cross-references inactive projects against WBS depth and client distribution. Finds that 91% of inactive projects have full 3-level WBS structures, indicating completed work with intact billing history. These are closed engagements, not abandoned records. Recommends migrate-as-is to preserve reporting continuity.
97
With full WBS
91%
Structurally intact
Low
Actual risk
3
Organizational Complexity
17 org units across 6 cities, 3 entities, 2 countries
Overturned
Scripted Assessment
Counts 17 org units across 6 cities and flags "organizational complexity" as a migration risk factor. Recommends org unit consolidation and mapping review. A 41-person firm with 17 org units triggers complexity warnings.
17
Org units
2.4
Emp per unit
Medium
Risk flag
DIG (Agentic Analysis)
Maps org units to three distinct legal entities (Architecture/Engineering, Consulting, Environmental) operating in two countries with multi-currency (USD + CAD). Identifies this as a clean multi-entity structure, not complexity. Each entity has dedicated admin units. Migration plan accounts for currency handling rather than org consolidation.
3
Clean entities
2
Currencies
Low
Actual risk
4
Overall Migration Readiness
Composite assessment across all 6 benchmark dimensions
Reclassified
Scripted Assessment
Produces a pass/fail scorecard. Active Ratio, PM Load Balance, PM Assignment Hygiene, and Data Completeness all fail threshold checks. Overall assessment: Not Ready. Requires full remediation before migration can begin.
4/6
Metrics fail
No
Ready?
200+h
Before migration
DIG (Agentic Analysis)
Produces a weighted, contextual score of 69.2/100 (P83 among 1,000 peers). Strong WBS standardization (P93) and client diversification (P82) carry more weight than PM metrics in migration readiness. Overall assessment: migration-ready with targeted PM hygiene remediation. Total estimated pre-migration effort: 8-12 hours.
69.2
Readiness score
P83
Peer percentile
8-12h
Pre-migration work
All comparisons use AccuTerra's actual data. Scripted assessment behaviors are representative of typical Deltek migration tooling.

69.2 / 100

P83 Top quintile among 1,000 SN customer instances

AccuTerra scores above 83% of Stambaugh Ness customer instances on composite cloud migration readiness. Strong WBS discipline and healthy client diversification offset below-average PM assignment hygiene and workload balance.

WBS Standardization+25%Data Completeness+25%
Active Project Ratio+20%PM Load Balance-10%
Client Diversification-10%PM Assignment Hygiene-10%
Peer distribution: Scores range from 43.9 to 79.7 across the portfolio (median 62.9, IQR 58.1 to 67.2). AccuTerra's 69.2 places it comfortably in the upper quartile, suggesting the instance is a reasonable migration candidate with targeted remediation of PM data hygiene.

Distribution of the 1,000 Stambaugh Ness customer firms by size and project volume.

By Firm Size

BandFirmsShare
Small (8-35 emp)58158.1%
Mid (35-150 emp)31531.5%
Large (150+ emp)10410.4%
AccuTerra (41 emp) falls in the mid-size band

By Project Volume

BucketFirmsShare
<100 projects35035.0%
100-50044344.3%
500-1,00012312.3%
1,000+848.4%
AccuTerra (438 proj) is in the 100-500 bucket

DIG compresses the two most labor-intensive phases of a Deltek migration: discovery (understanding what the customer has) and execution (moving and validating the data). These estimates are illustrative and will be baselined against actual SN engagement data.
Phase
Traditional
With DIG
Impact
Discovery & Assessment
~400 hrs
Manual interviews, data pulls, spreadsheet analysis
~60 hrs
Automated API crawl + agentic analysis + human review
85% reduction
340 hours recovered per engagement
Migration Execution
~200 hrs
Manual mapping, validation, testing
~100 hrs
Pre-mapped fields, automated validation, targeted remediation
50% reduction
100 hours recovered per engagement
Hours are illustrative estimates pending baselining against actual Stambaugh Ness engagement data.
At Portfolio Scale
Stambaugh Ness already has credentialed access to approximately 1,000 Deltek instances. DIG turns that access into a productized assessment capability.
1,000
Deltek instances under management
~300K
estimated projects across portfolio
<$1
marginal cost per instance analysis
INSTANCE PREVIEW
AccuTerra Architects
Architecture & Engineering
41
Emp
438
Proj
69.2
Ready
SN Customer #0042
Architecture
88
Emp
231
Proj
61.4
Ready
Connect to unlock
SN Customer #0089
Engineering
274
Emp
1599
Proj
72.1
Ready
Connect to unlock
SN Customer #0136
Construction
55
Emp
636
Proj
58.9
Ready
Connect to unlock
SN Customer #0183
Environmental
345
Emp
1233
Proj
66.7
Ready
Connect to unlock
SN Customer #0230
Interiors
118
Emp
315
Proj
63.2
Ready
Connect to unlock
SN Customer #0277
MEP Engineering
142
Emp
317
Proj
55.8
Ready
Connect to unlock
SN Customer #0324
Structural
22
Emp
46
Proj
51.3
Ready
Connect to unlock