One of the first steps on the path to growth for agencies is to look for opportunities to increase efficiencies. These three agencies below discovered that Deltek WorkBook helped provide an integrated system that improved reporting and collaboration. Ultimately, Deltek WorkBook has helped all three succeed on their growth journey.
Reducing Manual Processes and Improving Financial Reporting
Award-winning communications consulting firm Taft Communications spent hours reconciling financial data from multiple systems, making it difficult to analyze KPIs to understand the agency’s overall financial state. They implemented Deltek WorkBook to deliver more accurate performance reports that leverage approval workflows, which required team members to take accountability for data entered into the system. This has resulted in less time spent reconciling reports, greater confidence in the data, and the ability to see numbers in real-time.
Chief Financial Offer for Taft Communications Mark McNulty shared: “By the time I get to the month-end and am looking at the financials, I spend very little time scrubbing the numbers, because I know fundamentally they’re sound, which allows me to focus on analyzing the various key performance indicators in that particular month.” Get the full details from Taft Communications here.
Using an Agency Management System to Optimize Growth
Employee-owned performance marketing agency Collective Measures found that their systems weren’t providing the insights they needed, particularly as the size of their employee base was growing rapidly. Managing workflows had become grueling, and scope creep was becoming a problem. After bringing in Deltek WorkBook, it became possible to more accurately project upcoming work and optimize workflows to focus on improved delivery for their clients.
Luke Schlegel, Executive Vice President of Operations and Analytics at Collective Measures, commented that “the growth that we’ve experienced with Deltek WorkBook has allowed us to gain better insights into our entire workflow of projects; we understand what our people are doing now and what they’re going to need in the future. This data makes it possible to optimize our project delivery based on clients’ needs.” Read the full story from Collective Measures here.
Instant Benefits from Using Deltek WorkBook and Deltek ConceptShare
As independent agency Knock, Inc. started an accelerated growth trajectory, the team realized they were struggling with inefficient workflows and a lack of visibility. This made it challenging to pinpoint overall agency performance. So, they turned to Deltek WorkBook and Deltek ConceptShare to improve reporting and collaboration. Implementing WorkBook improved tracking projects and profitability, saving time with automated reporting and planning, even as their team shifted to work from home. ConceptShare added to the increased efficiency, reducing production costs and giving the agency more time to focus on generating revenue.
Creighton King, VP of Creative Execution at Knock, Inc. shared: “We saw instant benefits. We still get to feel very collaborative and we are able to hold on to our culture because we can still have these conversations, all in one place. It’s very cool that we were able to hold onto the culture and work from home through WorkBook and ConceptShare.” Watch the full story from Knock, Inc. here.
Transform Your Agency’s Operations
Want to find out if Deltek WorkBook is right for your agency? Our industry experts would be happy to walk through a demo with you.
You Might Also Like:
- [On-Demand Webinar] Streamline Your Agency’s Operations with Deltek WorkBook
- [Blog] Make Better Decisions With WorkBook Intelligence Dashboards
- [Customer Success Story] Knock Inc.: Taking Agency Operations to the Next Level
