Deltek WorkBook

Is your agency facing growth challenges that complicate project management and client interactions? Deltek WorkBook offers client collaboration and real-time project visibility to address these issues. It simplifies operations and improves client relationships, helping agencies overcome growth obstacles. Explore Deltek WorkBook features to learn how they can enhance your workflows.

What Is Deltek WorkBook?

Overview

Deltek WorkBook is a cloud-based agency management system for agencies and in-house teams. It offers a comprehensive suite of solutions to manage people, projects, and finances from a unified platform. The software provides better control, insight, and visibility in real time. It also helps agencies achieve digital transformation, streamline a distributed workforce, and build the foundation for organizational maturity and growth.

What Is Deltek WorkBook Best For?

Deltek WorkBook is known for its exceptional customer support team, offering quick and efficient responses that elevate customer satisfaction. The team's extensive technical expertise and experience enable them to provide tailored support to meet each customer's unique needs. Moreover, the software is also recognized for its resource transparency features, which help businesses forecast their team’s capacity weeks or months in advance.

Deltek WorkBook Pricing

The vendor offers the following four packages:

• Projects
• Projects + CRM
• Projects + Finance
• Full Suite

Deltek WorkBook Integrations

The software offers true API integrations with Deltek ConceptShare and FreeWheel’s Strata applications to streamline organizational operations and data exchange. Furthermore, Deltek integrates with the various third-party apps from its Marketplace, including:

• Vector Solutions
• NeoSystems
• Vena Solutions
• Midnite Dynamics

How Does Deltek WorkBook Work?

Here's how you can navigate the dashboard and make use of the software's features:

• Login to Deltek Workbook software using your credentials
• Set up projects or tasks within the software, allocating them to the relevant team members
• Start tracking work hours using the integrated timer or manual entry
• Implement expense tracking to capture and manage project-related expenses
• Assign resources to projects and tasks, optimizing team workload
• Input client information and details to streamline client interactions and project billing
• Utilize the document management feature to store and organize project-related documents
• Use reporting tools to gain insights into project progress, time utilization, and financial aspects

Who Is Deltek WorkBook For?

The software is used by organizations off all sizes in the following project-based industries and sectors:

• Advertising
• Marketing
• Energy
• Consulting
• Nonprofit
• Government contracting
• Construction
• Aerospace and Defense

Is Deltek WorkBook Right For You?

Are you seeking a comprehensive agency management system that streamlines projects, people, and finances seamlessly from start to finish? Deltek WorkBook could be the ideal solution for your needs. Trusted by renowned clients like Ogilvy, McCann, and Wunderman Thompson, this software offers both security and scalability, providing you with the confidence to grow your business confidently.

Still have any queries about Deltek WorkBook software? Call us at (661) 384 7070, and our customer support team will address all your concerns to help you make an informed decision.