The BA Insight Deltek Vision Connector for Search integrates Deltek Vision—an enterprise resource planning (ERP) solution tailored for professional services firms—with leading enterprise search platforms such as SharePoint, Azure AI Search, Elasticsearch, and others. Deltek Vision helps firms manage the entire project lifecycle, offering real-time insights, budgeting, scheduling, and visibility into opportunities, enabling better business decisions and successful project execution.
The connector indexes content from Deltek Vision into your preferred search engine, surfacing it through BA Insight’s SmartHub to deliver integrated, unified search results. It respects the security settings of Deltek Vision, ensuring users see only authorized information and supports both full and incremental crawls to keep data fresh and searchable.
Problems Deltek Vision Connector for Search Solves
Difficulty accessing and searching Deltek Vision project and business data from within enterprise search portals.
Fragmented search experiences requiring multiple logins and siloed data sources.
Maintaining security and access controls when exposing sensitive project information.
Keeping search indexes current with frequent updates to project and financial data.
Benefits Deltek Vision Connector for Search Delivers
Plug into leading search platforms
Seamless integration with popular enterprise search platforms including SharePoint, Azure AI Search, Elasticsearch, and more.
Respect Deltek Vision permissions
Honors Deltek Vision security model to enforce user-level access controls.
Index smarter with real-time crawls
Supports full and incremental crawls for efficient indexing and real-time search availability.
Unify data for faster decisions
Improves decision-making efficiency by creating a centralized, comprehensive view of projects, opportunities, and financial data.
Boost adoption with seamless access
Enhances user productivity and adoption by simplifying access to critical project insights.
Key Features of the Deltek Vision Connector for Search
Key Features of the Deltek Vision Connector for Search
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Comprehensive Content Indexing
Comprehensive Content Indexing
Securely indexes opportunities, project management, budgeting, and scheduling data from Deltek Vision.
This connector empowers professional services firms to maximize the value of Deltek Vision data by delivering fast, secure, and unified search experiences integrated with enterprise platforms like SharePoint, Azure AI Search, and Elasticsearch.
FAQ
FAQ
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Yes, it enforces Deltek Vision security permissions, ensuring users access only authorized content.
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Supports both full and incremental crawls to maintain synchronized and current search indexes.
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It integrates with SharePoint Online and On-Premises, Azure AI Search, Elasticsearch, and other leading platforms.
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No, only secure read-only access credentials are required; no client installation is necessary.
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Works with BA Insight’s enrichment libraries to harmonize metadata and improve search navigation.