Introduction

Deltek is renowned for its project-based solutions tailored for professional services firms, empowering businesses with tools for enhanced efficiency and streamlined project management. With a commitment to enabling ultimate visibility and control over your projects, Deltek Vision’s cloud-based flexibility ensures it can be deployed in a manner that fits your operational needs. IdentityCheck seamlessly integrates within this dynamic ecosystem, adding an essential layer of value by automating and refining the ID verification processes integral to managing client interactions and project workflows effectively.

Why Connect IdentityCheck to Deltek

By integrating IdentityCheck with Deltek, you unlock a host of benefits that enhance your project’s compliance and client onboarding processes. IdentityCheck’s robust ID verification aids in maintaining compliance by automating KYC checks and eliminating manual errors. This integration helps reduce the time spent on client onboarding and vetting, ensuring swift project initiation.

For instance, Guardian Tax Solutions leveraged IdentityCheck to cut their onboarding time by 90%, allowing them to focus on core services efficiently.

Setting Up the Integration

1. Log into your Deltek account and navigate to the Integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Follow the on-screen prompts to authorize and connect your IdentityCheck account.
4. Configure the integration settings, choosing synchronization preferences and data mapping.
5. Test the setup using a sample ID verification to ensure everything is operating correctly.
6. Deploy the integration by activating it within your Deltek environment.

How It Works in Deltek

Once integrated, the process of verifying a client’s identity within Deltek becomes seamless. For example, when adding a new client, the system automatically performs an ID verification check, extracting necessary data from IdentityCheck. This real-time data exchange ensures that compliance checks are integrated naturally within your project management workflows.

Frequently Asked Questions

• Where is my data stored? All data processed through IdentityCheck remains secure, adhering strictly to privacy regulations.
• Can the integration be customized? Yes, IdentityCheck allows for customization of verification workflows to fit your specific project needs.
• What happens if a check is incomplete? You’ll receive a notification and can review the data to ensure compliance is maintained before proceeding.

Final Thoughts

Integrating IdentityCheck with Deltek is a strategic step towards enhancing project accuracy and compliance. This setup not only simplifies ID verification processes but also aligns seamlessly with Deltek’s core mission of delivering client-focused project management solutions. By adopting this integration, you ensure optimal operational efficiency and regulatory adherence, setting your business on a path of continued success.