MANAGE ALL YOUR AGENCY OPERATIONS IN ONE STREAMLINED SOLUTION WITH DELTEK WORKBOOK

PCI is excited to team-up with Deltek WorkBook and offer software implementation and accounting services to the ever growing creative agency space.  WorkBook is built specifically for in-house teams to boost productivity and revenue with superior project, resource and financial management features.  WorkBook is a leading ERP software offering a fully integrated software suite to include: Collaboration, CRM, pipeline and revenue forecasting, scheduling, resourcing, project management, estimating, billing and accounting modules that offer multi-company, multi-currency, as well as global financial reporting.

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DEMO VIDEO

Built by agency veterans, Deltek WorkBook is a total agency management system that provides best practice solutions to help your agency grow. WorkBook makes it easier to focus on your clients and make strategic decisions for the future by streamlining projects, people and finance from end-to-end, giving you better control, insight and visibility at any time. Take it a step further by seamlessly connecting Deltek ConceptShare to bring online proofing into your project management workflow without losing valuable functionality. And with a PCI Power Launch implementation, you can get up and running faster using WorkBook’s custom-designed, role-based configuration to help manage your agency better.

BENEFITS

TOTAL AGENCY MANAGEMENT

Streamline projects, people and finance from end-to-end in one best practice solution designed to help you grow.

IMPROVE PRODUCTIVITY

Boost productivity and optimize utilization through better project and resource planning.

MANAGE PROFITABILITY & COSTS

Increase profitability and control costs by scoping accurately, increasing efficiency and reducing delays.

FEATURES

GET FULL VISIBILITY INTO PROJECT PERFORMANCE

  • Integrate agency operations from end-to-end, providing accurate, real-time visibility every step of the way
  • Visual dashboards with filtering dimensions and 300+ built-in reports give you exactly the information you need
  • Implement WorkBook modularly so your agency can grow with the same system over time

MANAGE TASKS AND TIME

  • Make the most of your day with flexible task management features like Kanban boards and calendar integration
  • Integrate task management and time entry so you have more time to focus on the creative process
  • Easily submit time when you finish a task, no job numbers to memorize

ENABLE CLIENT COLLABORATION

  • Build a stronger relationship by giving clients and brand managers transparency via the client portal
  • Make it easier for clients to submit job requests and view project status
  • Centralize client communications and documents within the job or task itself

GET FULL RESOURCE TRANSPARENCY

  • Make strategic staffing decisions by forecasting your team’s capacity weeks or months in advance
  • Identify when it would be smarter to bring in freelance or begin the hiring process
  • Avoid employee burnout and balance workload to protect your most valuable asset

MODULES

CRM & PIPELINE MANAGEMENT

Build a healthy pipeline with insight into incoming work and its impact on agency revenue and capacity.

PROJECT MANAGEMENT, RESOURCING & COLLABORATION

Deliver on time and on budget with real-time data that helps you manage people, projects and collaboration.

FINANCE & ACCOUNTING

Get full visibility into agency performance by integrating projects and financials into a single source of truth.

INTEGRATIONS

Enhance your agency management system by integrating your favorite software tools via WorkBook’s open API. By integrating with WorkBook, you can get the most out of the tools you already have in place and configure an agency management system designed to fit your team’s specific workflow. Our Deltek Global Consultants have extensive experience integrating the most popular industry tools and can help you design a streamlined best practice solution to fulfill your unique needs.

GET THE APP

Stay connected and productive from anywhere with the Deltek WorkBook app. Access your inbox, view your task list, communicate with the team, upload expense receipts and enter your time—all from the convenience of your mobile device.

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