Deltek WorkBook
A Total Agency Management System
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 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 agency focused 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.
Deltek ConceptShare’s online proofing software enables marketing and creative teams to deliver more content faster, and at less cost by streamlining and speeding up the review and approval process. Additionally, its cloud delivery gives you the increased security, privacy and flexibility required in today’s business environment.
FreeWheel’s Strata Platform integration with Deltek WorkBook gives agencies uninterrupted visibility into their financial position. Our 2-way integration with the Workbook platform ensures data integrity between your media and accounting platforms and provides cash flow reporting at your fingertips.
2023 Live Webinar Recordings
Benefits of utilizing a CRM module
This webinar covers cashflow forecasting, the ability to track the level of effort to win a pitch, resource planning and revenue forecasting
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