Top Add-Ons for Your Agency Management System

Deltek WorkBook

August 31, 2023

Even if you’ve found an agency management system to help you manage your agency’s people, projects, and finances, chances are there’s still a handful of processes you’re looking to incorporate for easier collaboration. We take a look below at two common add-ons to agency management software to help streamline additional tasks and processes for your agency.

Connecting to Online Proofing Software

One major headache for digital and creative agencies of all sizes is churning through multiple rounds of creative review and approval with clients. At the top of most teams’ wish lists is to find a way to speed up the creative review process. Beyond improving client communication, a surefire way to reduce confusion and improve turnaround times is to leverage an online proofing solution. Many of these tools offer a free trial, and even feature connections to popular project management software like Jira or Deltek WorkBook. Here are top features to look for in an online proofing solution:

  • Upload multiple file types – flexibility is key, and your agency is likely to utilize the tool more if you can upload videos in addition to images and other types of content.
  • Easy collaboration with reviewers – any review and approval tool will only work if it’s easy for the reviewers to use in addition to your agency’s creative team. 
  • Tracking changes – it should be clear to both the creative team and reviewers which version to look at, and changes can be made even more quickly if teams are able to prioritize requests.

Integrating With a Media Buying Platform

Media planning and buying is a complex process, and even more so for agency finance leaders. It’s so important to get a clear view of media spend in order to better understand overall profitability and cash flow. By integrating your media buying platform with your overall agency management system, you will be able to manage billing and financials for all of your marketing campaigns in one central location. Reconciliations don’t have to be a painful process if your media spend invoices are automatically added to your financial management system, and eliminates errors that can come with manual file transfers. Improved real-time visibility will also make it easier to manage media buys and avoid potential overruns.

Handle the Rest With An Agency Management System

If your agency isn’t already leveraging a management system to gain greater visibility into resource management and cash flow, that might be the best place to start. Deltek WorkBook is a leading software solution purpose-built for agencies to better manage everything from utilization to profitability. Beyond streamlining your processes and projects from end to end, Deltek WorkBook also offers integrations with leading tools like Deltek ConceptShare for easy online proofing and FreeWheel’s Strata for managing media planning and buying. PCI’s agency experts would be happy to walk you through all the perks offered by Deltek WorkBook, and how it can improve your agency’s operations. We even offer implementation plans tailored for smaller boutique agencies. Contact us for a free WorkBook demo today!

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