Premier Consulting & Integration, LLC

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Deltek WorkBook

Discover Deltek WorkBook – the ultimate agency management system designed to fuel the growth of your agency. Experience live demos, explore seamless integrations, and a range of additional services tailored to your needs offered by PCI.
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MAC (Marketing Agency Creative) is PCI’s creative extraordinaire who uses Deltek WorkBook to streamline agency operations. He will show you how 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. 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.

How Can PCI Help?

Small Business Program

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ConceptShare Free Trial

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Strata Integration

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Deltek WorkBook ERP Benefits

1

Total Agency Management

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

2

Improve Productivity

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

3

Manage Profitability & Costs

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

Deltek WorkBook ERP Features

  • Get Full Visibility Into Project Performance
  • Manage Tasks and Time
  • Enable Client Collaboration
  • Get Full Resource Transparency
– 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
Save 20%
– 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
Save 20%
– 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
Save 20%
– 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

Deltek WorkBook ERP 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.

Deltek WorkBook ERP 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.

Exciting Valentine’s Sales

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.

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Exclusive Valentine’s Gift Cards

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.

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Marketing Agency ERP Solution & Product Webcasts

View & Access ALL live webinar recordings here!

WorkBook Blogs