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Deltek WorkBook

Make Better Decisions With WorkBook Intelligence Dashboards

Being the decision maker for your business isn’t always the most comfortable role. But for agencies who want to grow or mature as a business, whether that be for acquisition or not, the kinds of decisions that need to be made are of greater importance and have a significant impact. For these agencies, it is crucial they take their business intelligence (BI) reporting to the next level. To accomplish this enhanced level of analytics, decision makers sometimes turn to out-of-the-box BI tools to translate large volumes of data into generic insights, but too often they must spend additional effort translating that into what works for their agency’s specific needs.

But with Deltek WorkBook Intelligence, decision makers can improve reporting with customizable dashboards that fit their agency’s specific needs without the hassle of gathering and translating gobs of data into something useable. WorkBook Intelligence makes it easier to discover actionable insights that lead to better decisions for growth.

As part of the total agency management solution, WorkBook Intelligence includes several standard dashboards that provide valuable analysis of agency KPIs.

Client Analysis Dashboard

The Client Analysis dashboard is useful for comparing the relative performance of clients and the margin that each client is delivering.

This dashboard provides an overview of the sales and profit attributed to clients based on the jobs contained within that client record. The available filters allow you to refine the specific client or group of clients on which you want to get analysis. The analysis provided shows the sales values of costs incurred and the associated profit of those costs.

Jobs Analysis Dashboard

The Jobs Analysis dashboard is best used to compare the relative performance of multiple jobs to identify anomalies or outliers and, once identified, to drill down into the specific detail of those jobs to the transaction level to pinpoint potential problems or issues that require action.

This dashboard provides an overview of the sales and profit attributed to jobs and enables you to compare the performance of jobs relative to each other, either across the entire Company or within a selected client or clients, depending on the filters that you apply. The available filters allow you to further refine the nature of data to analyze, based on the status of the jobs or the approval status of the transactions within them. The widgets on the dashboard show the sales values of costs incurred and the associated profit of those costs.

Finance – All Years Dashboard

The Finance – All Years dashboard is useful for agencies that are part of a network with different offices or companies sharing the same WorkBook solution. It shows an overview of the financial results of a single selected Company across all finance years in your WorkBook system, as it enables you to filter one Company at a time. It displays numeric data in the Company currency of that selected Company.

Finance – Single Year Dashboard

The Finance – Single Year dashboard is similar in that it is meant to show the financial data of a single company within a network of agencies. This dashboard shows an overview of the financial results of a single selected Company for a single selected financial year. Again, it displays numeric data in the Company currency of that selected Company.

CRM Dashboard

The CRM dashboard provides an overview of the value of pipelines on clients and prospects within your WorkBook system. An extensive range of filters gives you the ability to remove unwanted detail and focus on pipelines for specific clients, time periods, statuses, and levels of progression.

Data is shown both in a “full value” state and with the consideration of any probability that might have been applied, which means you can see a weighted total of pipelines, based on their respective probabilities which has an impact on expected revenue. All values are displayed in the Company currency of the selected Company.

Resourcing Dashboard

You can use the Resourcing dashboard to identify individuals, or groups of employees—for example, in departments—who have limited available capacity relative to the scheduled bookings made against them, or who have outstanding timesheets relative to their total capacity. For this dashboard, a large number of filters are available, including the ability to filter on more than a single Company, by department, or by employment type.

Create your own WorkBook Intelligence Dashboards with a Designer License

For agencies that are ready to elevate their business intelligence and need dashboards that provide insights not found in the standard offering, a Designer License allows you to create your own WorkBook Intelligence dashboards using the predefined data models provided.

With a Designer license you can:

  • Create a dashboard on the Analytics tab of the WorkBook Intelligence Design page.
  • Create and edit dashboard controls in the header ribbon when a dashboard is in Design mode.
  • Customize a dashboard’s layout by rearranging the widgets that are part of the dashboard.
  • Create nested dashboards that are suitable for drilling down into the detail of widgets on a dashboard.
  • Use filters to show only the data you want to be shown.
  • Copy, export, import, and delete dashboards.

API Acronyms Uncovered

We live in a world filled with acronyms. For those who are not familiar, an acronym is an abbreviated formed word, formed by letters of other words and pronounced as a word.

The Application Program Interface (API) world is no different when it comes to abbreviations and acronyms. We have outlined some common API acronyms below.

  • API – Application Program Interface
  • WIC – Web Integration Console
  • SOAP and REST– types of API calls that can be made
    • SOAP – Simple Object Access Protocol
    • REST – Representational State Transfer
  • CRUD – Create, Read, Update, Delete
  • SFTP– Secure File Transfer Protocol
  • AWS – Amazon Web Services
  • SSS – Simple Storage Service
  • VPN – Virtual Private Network
  • SQL – Structured Query Language
  • CSV– Comma Separated Values
    • Type of file that can be used if SFTP sites are used
  • JSON and XML– Formats data from API calls can be in
    • JSON– JavaScript Object Notation
    • XML– Extensible Markup Language
  • 200, 400, 500 responses– responses that tell you if the API call was successful or not
    • 200– indicates successful API call
    • 400– indicates an error caused by the user
    • 500– indicates an error caused by the server
  • DNS– Domain Name System
    • Service that enables a link between domain names and the IP addresses with which they are associated
  • IP Address– Internet Protocol Address
    • unique string of characters that identifies each computer communicating over a network
  • SSL– Secure Socket Layer
    • Uses a public key to encrypt data transferred over the connection to communicate securely with the web server
  • TLS– Transport Layer Security
    • Authentication and security protocol widely implemented in browsers and Web servers
  • HTTP– Hypertext Transfer Protocol
    • protocol for information systems that allows users to communicate data on the World Wide Web.
  • HTTPS– Hypertext Transfer Protocol Secure
    • Adds SSL/TLS to the HTTP for added security
  • DB/DBMS– Database/Database Management System
    • Secure system where data is stored
  • SDK– Software Development Kit
    • Collection of software development tools in one installable package
  • CLI– Command Line Interface
    • Processes commands to a computer program in the form of lines of text
  • GUI– Graphical User Interface
    • Type of user interface where users interact with electronic devices using visual representations

We hope you have learned a new acronym or two from this today!

PCI offers cutting-edge solution integrations to complement and enhance your Deltek product investments. Our consultants help to identify and bridge gaps between various business systems, offering several third-party integrations into Deltek Costpoint and Deltek WorkBook. Our API capabilities include data pulls and custom-built integrations.

To learn more about API integrations, visit our LINK API Integration page.

What Is New In WorkBook 13.1

WorkBook 13.1 allows users to streamline workflows to support faster performance and scalability. With enhancements to the user interface, components, and system checks, this release helps agencies manage large data sets, save time when collaborating with the team, and improve data integrity.

ADDITIONAL CHECKS WHEN ENABLING/DISABLING EMPLOYEES

WorkBook has added another level of system checks to ensure that when you enable or disable a user, you can resolve any open timesheets or expenses associated with that user before doing so. Now you can be confident that your budget data remains accurate and intact when enabling or disabling a team member in the system.

UPGRADE TO WIJMO COMPONENT

We have upgraded the Wijmo component to ensure users experience WorkBook’s newest UI improvements correctly when using Apple’s Catalina operating system.  

STORED PROCEDURE RE-WRITES AND CODE REFACTORING

By re-writing and refactoring some of the stored procedures in the system, we can better ensure proper performance at scale. For example, agencies that manage large data sets will notice a faster and more streamlined experience.

Centralize work-related communication in a single place in WorkBook

As more agencies begin adopting a work-from-anywhere model, they of course rely more heavily on virtual collaboration tools to maintain communication and stay productive. But when you’re getting pinged via email, calls, texts, and chat tools all day, it can be impossible to focus on any task for very long, and with so many channels to send information through, it is easy to lose track of important comments and feedback. That’s why it’s important for distributed teams to minimize the chaos by centralizing work-related communication into a single defined place.

WorkBook’s built-in collaboration does that and more. Because WorkBook is built and designed by agency veterans, the user experience better reflects your agency’s collaboration workflow by creating an auditable history of communication and automatically storing comments and files within the Task or Job to which they belong.

Oftentimes, a topic may come up within a WorkBook Conversation that requires a Task be created to ensure it gets done. And in some cases, especially when having a conversation with a Client, that Task may grow to the point where it becomes its own Job. WorkBook cuts out the busy work and makes it easy to quickly create Tasks directly from a Conversation or convert a Task into a Job.

Case in point, when Connecting Plots transitioned to a remote working model, they began relying more on WorkBook to focus team collaboration so nothing would get overlooked or lost in email or other chat tools. Once they discovered the all the benefits of WorkBook Conversations, and could easily turn comments into Tasks, they relied on it even more.

 

Here’s how you can do the same:

TURN A COMMENT INTO A TASK

In this example, assume your agency is working with a client, and they send you a comment via WorkBook’s Client Portal requesting a new project. Rather than building a new Job from scratch, you can easily turn this same comment into the first Task to build a Price Quote.

Open the conversation options menu to the right of the comment and select “convert comment to task”

Select which Task resources you’d like to copy over and click “OK.”

 

TURN A TASK INTO A JOB

Once the Task has been created you can then convert it into a Job using the dropdown menu in the Task’s settings.

In this box you can name the Job, assign a Project Manager and Contact, set the Close date, Job status and select the Rate card that should be used to ensure the Job’s costs are recorded accurately.

In just a couple of steps, you’ve quickly turned an informal comment into a legitimate Job. At this point, you can begin logging hours and can simply follow your agency’s normal process for approving the Price Quote and starting billable work.

Updates to the WorkBook Mobile App

With the latest release of the WorkBook mobile app, users can continue to accomplish their daily tasks from anywhere. This version includes appealing enhancements to the User Interface, Tasks, and Resources that can help users be more productive on the go.

Match the Appearance Theme of Your Mobile Device

The WorkBook mobile app can be set to reflect the Appearance theme of your choice, either light or dark. Now, with this latest release, you can select the option in the app’s Settings to have the WorkBook app automatically adjust to match your device’s theme.[/vc_column_text][/vc_column][/vc_row]

View More Information About Your Tasks

In the interest of giving users as much information as possible to complete their tasks from anywhere, the Task list now shows the Job number to which each task is associated.

And when you open the Task card, we have redesigned the information you can see in order to highlight the Task’s status and priority, while leaving advanced Task information viewable as read-only.

Get More Detail About Contacts and Absences

Get more information about your Contacts now that the Parent Resource Name is visible from the Resources list.

Now you can easily see which team members will be out of the office and for how long.

Get more done from anywhere with the WorkBook mobile app, available in the iOS App Store and Google Play Store.

Three Stages of Resource Management

Effective resource management can be broken down into the following steps

Following these steps will ensure your projects stay on budget, and you can think long-term.

Step 1: Get a complete view of tasks being performed over the next two months. Create project plans for all signed projects, and ensure Project Managers are also planning a couple of months ahead.

Step 2: Move to long-term project planning, including any possible opportunities. For projects more than two months away, this may require monthly updates.

Step 3: Finally, implement revenue forecasting—so you can combine the first two steps and make any hiring decisions.

 

To follow resource management improvements, we recommend tracking these KPIs:

  • Actual Utilization: Hours on billable projects a percentage of available hours – per person.
  • Planned Utilization: Weekly view of future workload, expressed as hours booked or utilization
  • Freelance Ratio: % of your total salary costs spend on freelancers, tracked monthly

Establish Intuitive Process

Resource management is a difficult discipline to implement. To prevent teams from resorting to local spreadsheets there must be clear, easy-to follow processes in place. To maintain a strong level of control, we recommend implementing these four processes with a regular cadence every month:

Four key processes to put in place:

  1. Setting the project team – Projects fail when you staff them solely based on availability. So it is important to select the right team from the beginning, especially on bigger projects, to ensure successful delivery and provide Resource Managers with important metrics to identify potential burnout and underutilization.
  2. Weekly planning process – Keeping plans up to date is crucial. Here’s a suggested schedule for optimizing weekly planning:

Step 1: PMs update plans every Thursday.

Step 2: Department heads and Resource Managers review and adjust bookings on Friday.

Step 3: Employees execute according to bookings.

  1. Monthly forecast – Resource plans can’t always be updated for the full length of the project, especially when not all opportunities are visible. Instead, introduce a monthly planning process for Client Services and PMs, where they create a picture of probable upcoming work.
  2. Freelancer usage – Freelancers often play a vital role in project delivery. But if you don’t monitor and control how often they are used, they can become costly and break your project budget. To minimize unnecessary freelancer use, ensure Resource Managers are made aware before any purchase is initiated.

In order to keep project costs up to date, streamline the invoicing process, and prevent budget overruns, we suggest that freelance costs are applied using a purchase order (PO) process with an approval workflow.

Plan Effectively for the Future

Who should be involved?

If resource plans are not visible across the planning team, it leads to poor data quality and untrustworthy planning. Everyone needs to be on board, with strong, decisive support from management.

The roles we most often see involved in the planning stage include:

  • Project Managers should update and own the progress of the project.
  • Line Managers or Department Heads should own the resources, and ensure everyone involved is placed effectively.
  • Resource or Traffic Managers optimize planning and utilization by streamlining task assignments and employee usage.

In how much detail?

The more detailed your plan, the harder it is to update, as the number of entries and frequency for updating will increase. But how you plan depends on your agency’s requirements. Below is a practical guide to planning:

Practical tips for resource planning:

  • Only plan your billable staff—not your admin team.
  • If certain freelancers work for you frequently, include them when resource planning.
  • Lay out your project backlog and ensure that it is frequently updated to get a forecast of the next two months’ work.
  • If you want to predict freelance or hiring needs, consider and plan resources for probable opportunities from beginning to end.

Get More From Your People

Getting more from your employees doesn’t just mean higher quality work—it will improve your bottom line too. And when you optimize utilization, whether at employee or management level, your people benefit from work/life balance and become a happier, healthier team. So if you don’t already measure utilization, we encourage you to consider both realized and future utilization in your resource plans. We recommend tracking these KPIs:

Billable utilization: hours billable work / hours available *100

Productive utilization: hours billable work + hours business development / hours available * 100

Three Steps To Streamlining Your Project Management

The current global crisis puts new pressure on your margins and your people.  It’s more critical now than ever to keep projects on time and on budget—while avoiding employee burnout and turnover. Solid project management often comes down to successfully following a few key steps. These three streamlined operations optimize project management to improve workflows, control costs, boost utilization and effectively monitor projects from ideation to delivery.

  1. Set the right baseline
  2. Execute project and control progress
  3. Control your financials

To track project management improvements, we recommend focusing on these KPIs:

  • Over-servicing: compare to budget and identify run over (sales or cost price)
  • Project margin: revenue minus external costs, and minus cost of hours = project margin
  • % complete: percentage progress against the set baseline

Set the right baseline for project success

Sometimes projects fail because of scoping issues, staffing miscalculations, or inaccurate planning and budgeting.  All of these can be categorized as “setting the baseline” incorrectly. Here are four steps to getting it right:

  1. Establish your control point: Having a price quote, and a client-approved cost estimate or budget, is a vital reference point for project measurement and cost control. This should include an established number of revision rounds, complete with a timeline, to secure feedback and make revisions.
  2. Start with the right project team: Projects are often staffed with whoever is available—not the best people for the job. Establishing the best team for the project before kickoff will save valuable time later.
  3. Get the client to sign-off on the scope: Without a client-approved scope, you don’t have the documentation to secure all contractual aspects. We recommend that projects don’t begin unless the client has signed the Statement of Work.  If you decide to start a project without client sign-off, ensure there is a process in place to mitigate over-servicing.
  4. Kick off the project and keep everyone aligned: Kick off the project correctly by inviting the core team, including the client team, to establish deliverables, governance, and timeline.

As projects progress, client demands and expectations can increase too.  This can result in scope creep, when a project expands beyond the Statement of Work.  Project management must focus on two areas—monitoring what has been spent and providing clarity on progress against budget.  To monitor project, spend at a basic level, we recommend using our core model of progress management:

The baseline is the contractual budget, the actual is what has been spent so far, and the ETC is the Estimate to Complete. To calculate the Estimate at Completion (EAC), add the ETC and actual together. Or if work is delivered as T&M, the actual spend should be focused on.

Execute projects and control progress

Establishing ongoing processes is a critical part of project management, with many practices and rules that can be applied, agencywide.  But as a minimum, we recommend establishing processes in the following core areas with a regular cadence every month:

  1. Monthly control: As part of the month-end reporting process, PMs should provide details on the status of a project and evaluate the progress in terms of the value of work in progress (WIP), time and materials (T&M) and the percentage completion of the project (Fixed Price).
  2. Monthly invoicing: 
Setting clear monthly deadlines for invoicing will improve cash flow. Although often left to finance teams, we find that PMs can be better suited to handling invoicing, as they are closer to the clients.
  3. Weekly time and progress management: To maximize return on employee efforts, register time accurately and promptly. Employees need an easy way to submit time, and a secure approval process should be in place, so that all time registration can be complete by the beginning of each week.
  4. Weekly project staffing process: Project staffing should be updated on one given day a week, to avoid booking conflicts and ensure effective resource planning. Thursday is a good choice, as it leaves Friday to resolve any issues.  It’s critical that plans are updated correctly by all, as inaccuracies could lead to planning issues.

Control your financials

Depending on your agency’s workflow, you may delegate project financial management to another team member. But from a best practice point of view, we suggest that Project Managers have complete control over project financials, including invoicing, in order to be able to effectively manage project delivery from beginning to end.

Remember, the Statement of Work, price quote, and resulting project budget must all be precise and accurate, as they serve as your baseline for measurement.  So, we recommend including the financial terms below in your Scope of Work (SOW).  If any are already incorporated into the Master Service Agreement (MSA) with the client, then the SOW should reference that document accordingly.

Five Contractual Terms for Financials

  1. Payment terms: Ensure that your contract (MSA and/or SOW) has a clear definition of payment terms.
  2. Delivery dependent payments: When you enter fixed price contracts, ensure deliverables are clearly laid out, then make payments dependent on them—it gives you a solid reason for invoicing the client. Alternatively, a date dependent payment plan with upfront payment would work.
  3. Type of contract: Make it clear whether the project is fixed price or T&M.
  4. Expense handling: Set out how expenses will be treated. For example, they might be invoiced on a cost spend basis.
  5. Assumptions: In your SOW, lay out clear assumptions of expectations and dependencies of deliverables. This includes the number of revision rounds, or the amount of time set aside for the review and approval process.