Deltek Vision Document Management

Deltek Vision Document Management

Now more than ever, professional services firms are comprised of geographically dispersed team members. Employees are working 24/7 and relying on internet-based technologies to keep in sync. Effective collaboration is more challenging—and more important—than ever before. Deltek Vision Document Management fosters information sharing by providing a web-based document collaboration platform for your team. Team members from around the firm and around the world can upload, share, review and edit documents from within Vision, using a web browser.

Deltek Vision Document Management Modules Tab

Deltek Document Management

Meet the challenge of effective collaboration — regardless of where team members are located. Deltek Vision Document Management fosters information sharing by providing a single Web-based document collaboration platform for your team to share. Team members from around the firm and around the world can upload, share, review and edit documents from within Vision using a Web browser. In addition, give purpose and meaning for each document by associating each with clients, projects, employees and opportunities — providing a total knowledge management solution.

Key Functionality:

  • Fosters internal and external information sharing to increase productivity, improve efficiencies, and streamline operations
  • Built upon and integrates with existing deployments of Microsoft Windows Sharepoint Services and is tightly integrated with Windows Server 2003 for maximum performance, stability and security
  • Flexible security model tied to Deltek Vision's robust security system to manage document library user access, and document editing and management rights
  • Store, share, and collaborate on a set of documents for every project, employee, client, contact, opportunity or other key Vision record
  • Link single document to one Vision record, or to multiple records in multiple Info Centers

For more information, please download the Document Management PDF