Clients, Projects, People, Financials and Insights are all extremely important to your agency’s business success. Below are the 5 ways WorkBook can help you to streamline these critical areas. Retain & Grow Revenue Boost win rates and client margins by identifying profitable business to nurture and pursue Know IF you need to bring in…
In Deltek’s recent webinar, Financial KPI’s for the Healthy Agency: Are You Really Measuring What Matters Most, David Baker, Author, Speaker, Entrepreneurial Advisor at ReCourses, Inc. talks through the 7 KPIs in which your agency should be measuring. 1. Billings per FTE A simple, but extremely important metric. Take your total agency fees divided…
Wouldn’t it be nice to have all your agency operations integrated into one system? The right agency management solution fuels better results by enabling you to: Gain crucial visibility into day-to-day agency operations Provide clients with credible, timely information on scope creep impacts Empower agency staff to reign-in over-servicing Foster a culture that values exceptional…
Profitability is one of the most important aspects of any business, especially within agencies. In this blog, we will review 10 best practices to ensure your processes are on the right track to maximize agency efficiency: 1. Create Accurate EstimatesWith greater visibility into your agency’s project data, you can glean better insights and more accurately predict the…
A New Way of Doing Business Many agencies we work with are adjusting their business operation strategies to meet their client demands and survive. I recently took part in a Mumbrella webinar featuring, Ogilvy Hong Kong and The Hallway, to see how agencies are responding to the pressures of digital transformation and increasing channels and…
WorkBook 10.2 offers customers an enhanced experience by integrating more financial functionality into the HTML platform. This version allows agencies that are part of a larger organization to consolidate financial data across offices within the same WorkBook system as well as simplify month-end financial activities with time saving, intuitive features. Highlights: Company Consolidation Consolidate financial…