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Deltek WorkBook

A Total Agency Management System

Schedule Your Demo Today!

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.


2022 Live Webinar Recordings


Time & Expense

Having employees accurately enter time on a regular basis is difficult for any agency.

Proactive Project Management

WorkBook helps streamline the job reconciliation process once a project is completed.

Revenue & Cashflow Forecast

WorkBook can be utilized to quickly produce revenue and cash flow forecast. 

Resource Planning Best Practices and Streamlining the Time Entry Process

Review resource planning best practices and how it can improve the time entry process

Check out additional live webinar recordings here!

Request a Demo


Latest Posts

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January 24, 2023

Continue Reading Introducing ConceptShare: Deliver 10x Content, Reduce Costs & Bolster Client Relationships

Make Better Decisions With WorkBook Intelligence Dashboards

November 18, 2022

Continue Reading Make Better Decisions With WorkBook Intelligence Dashboards

3 Steps Toward a More Efficient Agency

September 14, 2022

Continue Reading 3 Steps Toward a More Efficient Agency

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PREMIER CONSULTING & INTEGRATION

Premier Consulting & Integration, LLC (PCI) is the leading provider of financial management consulting services, implementation and audit support for government contractors and marketing agencies.

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  • Address
    125 Rt-35 North, Red Bank, NJ 07701
  • Mailing Address
    PO Box 42 Oceanport, New Jersey 07757
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    703.992.4817

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