softwareDeltek WorkBook
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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.
Deltek WorkBook Specifications
Time Tracking
Task Management
Reporting
Budget Management
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
Disclaimer: The pricing is subject to change.
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.
Deltek WorkBook Features
With flexible task management features such as Kanban boards and seamless calendar integration, you can efficiently organize and prioritize your HR management contact tasks, ensuring that nothing falls through the cracks. Integrating task management and time entry simplifies your workday, providing more time to concentrate on the creative process rather than cumbersome administrative tasks.
This feature fortifies your client relationships by offering unparalleled transparency. It provides clients and brand managers access to a dedicated client portal, ensuring they remain well-informed about project progress, task updates, and project timelines.
WorkBook by Deltek lets you make strategic staffing decisions by forecasting your team’s capacity in weeks or months. You can 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.
The software seamlessly integrates agency operations, offering end-to-end visibility in real-time throughout every phase of your projects. It provides precise and actionable insights that enable you to make informed decisions and steer your projects in the right direction.
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Top Recommendation Software
Pros and Cons of Deltek WorkBook
Pros
- Streamlines agency management
- Real-time project visibility for efficient workflows
- Excellent customer support services
- Efficient task and time management
- Enhanced client collaboration
Cons
- Initial setup complexity, according to some Deltek WorkBook reviews
- Potential information overload for new users
Deltek WorkBook Pricing
Projects
View Price
What's Included
Estimates, SOWs & Briefs
Project Planning & Scheduling
Task Management
Utilization & Capacity Forecasting
Invoicing, Billing & POs
Automated Approval Workflows
Profitability Reporting
Manage Multi-Companies & Multi-Currencies
Projects + CRM
View Price
What's Included
Projects features, plus
Opportunity Forecasting
Client Revenue & Profitability Reporting
Projects + Finance
View Price
What's Included
Projects features, plus
Net Revenue and Cash Flow Forecasting
Revenue Recognition
WIP, AR & AP Management
Financial Reporting
Full Suite
View Price
What's Included
Projects + Finance features, plus
Opportunity Forecasting
Client Revenue & Profitability Reporting
Deltek WorkBook Reviews
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