3 Review(s)
softwareIs 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.
Time Tracking
Task Management
Reporting
Budget Management
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.
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.
The vendor offers the following four packages:
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:
Here's how you can navigate the dashboard and make use of the software's features:
The software is used by organizations off all sizes in the following project-based industries and sectors:
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.
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.
See How It WorksThis 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.
See How It WorksWorkBook 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.
See How It WorksThe 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.
See How It WorksRelevant Articles
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Pros
Cons
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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
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What's Included
Projects features, plus
Opportunity Forecasting
Client Revenue & Profitability Reporting
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What's Included
Projects features, plus
Net Revenue and Cash Flow Forecasting
Revenue Recognition
WIP, AR & AP Management
Financial Reporting
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What's Included
Projects + Finance features, plus
Opportunity Forecasting
Client Revenue & Profitability Reporting
Overall Rating
3 Review(s)
Rating Distribution
5
4
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3
(1)
2
1
Share your experience
Overall Rating
3 Review(s)
Rating Distribution
5
4
(2)
3
(1)
2
1
Share your experience
