Agencies - Advertising & Marcoms - New May 2020

’’We’ve looked around the world for a smart administrative solution. Something that can give us better ability to resource the business, better workflow systems, and we found that in WorkBook.’’

Rob Hill – Chief Operating Officer

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What is most important to your agency?

Resource
Management Project
Management Collaboration &
Teamwork Proofing &
Approvals CRM & Pipeline
Management Resourcing &
Collaboration Finance &
Accounting

Resource
Management

Protect your greatest asset with greater transparency into resource capacity and utilisation.

Avoid burnout and know when to hire
Identify and better utilise your “bench”
Forecast staff capacity months in advance
Reduce over-servicing by using approved quotes to create project plans

Project
Management

Get ahead of potential issues with complete visibility into project progress and costs.

Get a holistic view of all project costs at a glance
Automatically post expenses to the right project
Integrate task management and task entry for more accurate data
Take corrective action before anything impacts your bottom line

Collaboration &
Teamwork

Enhance teamwork and productivity with built-in collaboration features.

Reduce reliance on email and chat tools
Centralise file sharing and project communication
Work with team members across the globe
Enhance client relationships with greater transparency

Proofing &
Approvals

Accelerate the review cycle and deliver more approved content by centralising feedback.

Give and get clear and actionable feedback
Reduce unnecessary re-work
Eliminate bottlenecks and lower production costs
Reallocate valuable time to the production pipeline

CRM & Pipeline
Management

Go further than adding contacts and activities by connecting pipeline information to estimates, resource capacity or scheduling.

Know if and when you should bring in more work
Begin tracking invested time earlier
Build more accurate estimates
Feed cash flow and revenue forecasts with weighted data

Resourcing &
Collaboration

Get ahead of potential issues with complete visibility into resources and project costs, while centralising team and client communication in one place.

Avoid burnout and know when to hire
Spot potential issues and take corrective action
Centralise project communication
Enhance client relationships with greater transparency

Finance &
Accounting

Simplify agency finance and get a comprehensive view of your agency’s performance by integrating all of your project and operational costs into the same tool.

Calculate accurate short- and long-term forecasts
Ensure accuracy and compliance with approval workflows
Recoup valuable time during month-end reporting
Integrate with other business intelligence and financial software

Features-projectmanagement-1c_agencies-stats-1000x851

Transform the way your agency performs

Times are tough for advertising and digital marketing agencies. Agency-of-record relationships and retainers are dwindling while start-ups transform the competitive landscape on a daily basis. Project volume increases while turnaround times decrease. Clients demand more, but want to pay less. Your margins are squeezed, procurement processes tightened and resourcing needs complicated. This is where Deltek can help.

Deltek’s portfolio of offerings are purpose built for agencies and can be seamlessly and securely delivered on-premise or via the Cloud. Our solutions are flexible for account and operations management, controlled for finance and easy to use for creatives. From engaging with a client to planning a job, scheduling resources and project delivery to billing and reporting on profits and utilization, we help you manage your business so you can focus on your clients. Agencies turn to Deltek to deliver better business results, achieve higher margins and make work more enjoyable for everyone.

Find out more about the products we use in our solutions

WorkBook ConceptShare

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.

READ PRODUCT DETAILS

Whether you’re an in-house creative team producing content for marketing campaigns or an agency responsible for delivering spectacular digital marketing campaigns for your clients, creative assets need to be reviewed and approved before they are distributed. 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.

READ PRODUCT DETAILS

Smart Agency Management

A smarter system that integrates project management, resource planning, CRM, file sharing, forecasting and accounting across all agency operations.

Features:
Not all Agencies have the same needs. Some are only looking for time sheet software while others want to use WorkBook for all of their business processes. That’s fine – you can choose exactly what modules suit your needs and ONLY pay for what you use. From CRM to Finance and Accounting… WorkBook can do it all.

Who’s using it:
Key clients in Advertising, Digital, PR companies, Architecture and IT Consulting firms.

PDF: VERITAS CASE STUDY VIDEO: OGILVY SA CASE STUDY