• ’’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

    CLIENT STORIESWATCH VIDEO

Implement the right tools to manage resources, production and costs – without getting in the way of the creative process.

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

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

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.

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, Project Management & 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

Proofing & Approvals

Accelerate the review cycle and deliver more approved content by centralising feedback, markups and version control.

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

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

Client success stories

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.

 

Real returns for our clients

Minimise over-servicing and burn rate
0%
Improve time recording and compliance
0%
Significantly reduce cash collection period
0%
Improve staff utilisation
0%

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