Deltek Vision provides professional services firms with the entire project life cycle in view. Thousands of project-focused organizations rely on Deltek's enterprise resource planning solution, Vision, every day to win more business, deliver successful projects and improve overall firm performance. Much of their success can be attributed to the fact that Deltek Vision is designed to specifically meet the needs of businesses that depend on finding, winning, managing and executing successful projects for their clients.

With Deltek Vision, you'll gain incredible visibility and real-time insights to keep profitability and cash flow high. Vision provides the answers you need to become a smarter and more nimble business. Built specifically for professional services firms, Deltek Vision ERP provides:

  • Complete visibility into opportunities throughout the firm that can be analyzed to make better business decisions and win more business
  • Full project management, budgeting and scheduling to help execute projects on time and under budget
  • Designed to meet the needs of project-focused firms out of the box to manage the entire project life cycle

The Deltek Vision Connector honors the security of the source system and provides both full and incremental crawls so that users have the latest information available to them all the time. It indexes content from Deltek Vision into your preferred search engine, surfacing it through BA Insight’s SmartHub to provide users with integrated search results.

Deltek Vision Connectors for SharePoint

With Deltek Vision, you'll experience higher win rates, improved employee utilization, streamlined project management and reduced DSO.

Our Deltek Vision Connector is standard, off-the-shelf software that addresses the following requirements:

  • The source system retains the master information and the search index has only a representation (pointers).
  • Works with content created and stored within Deltek Vision.
  • High throughput is critical to the success of the implementation, and the Deltek Vision connector indexes every desired item with a very high throughput.
  • Minimizes the impact on the source system, ensuring no impact to its performance.
  • Only surfaces the content that users are permitted to see.

Future-proof Your Investment

As new versions of the search platforms are released, new features and functionality are introduced, and the same is true of new releases of Deltek Vision. BA Insight takes on the burden of keeping the connector up to date for both Deltek Vision and the respective search engines. The upgrades are easy to do and can be done by your IT organization. It is simply a matter of accessing the BA Insight customer portal, downloading the latest release, and installing and configuring it. If desired, our professional services team can handle the upgrades.

Platforms Supported:

  • Amazon Kendra
  • Amazon OpenSearch Service
  • Azure Cognitive Search
  • Elasticsearch
  • Microsoft Search
  • SharePoint Online
  • SharePoint On-Premise
  • Solr

Drive Firm's Productivity

By connecting Deltek Vision to your preferred search engine, you increase adoption of your intranet, improving organizational efficiency and productivity.