Resources & Customer Support | WorkBook

Featured Report

Creative Industry Report

Based on a survey of over 600 agency professionals in 30 countries, Facing the Future: A Global Snapshot of Agency Trends, covers these industry topics:

Top creative business trends
Financial performance and challenges
Operations challenges and opportunities
Processes, people and technology

Conducted by Campaign & Deltek in partnership

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Product Demo Videos

Explore our extensive set of demo videos to take a deep dive into the product and learn how WorkBook can help manage your agency. Whether you want to improve revenue forecasting, accelerate month-end closing, gain full resource visibility or better manage tasks and time, our range of video topics has it covered.

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Product Portal

Take your WorkBook knowledge to the next level and save time with easy access to videos, how-to articles, training assets and engagement communities, all in one place. Whether you're a new user or have years of experience, the WorkBook Product Portal provides useful resources.

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Additional Resources

Increase Agency Efficiency & Profitability

10 practical ways to increase efficiency and profitability for marketing and creative agencies.

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Increased Visibility & Efficiency

Global agency We Are Cognitive transformed its project management with WorkBook to empower growth.

Their Story

People & Profits

Use this practical guide to ensure profit growth while retaining your best talent.

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Blogs

October 16, 2023

How Creating Consistency Across the Globe Powers George P. Johnson’s Success

By Deltek

The George P. Johnson team was incredibly excited to implement Deltek WorkBook in EMEA to help overcome the challenges associated with operating across different time zones, languages, cultures and currencies.

Make Better Decisions for your Agency with Improved CRM Capabilities in Deltek WorkBook

By Regan Riddoch

WorkBook’s latest release includes improvements to the CRM module that help you balance revenue and costs associated with potential opportunities.

How to Improve Revenue Forecasting Accuracy for Your Agency

By Project Nation Guest Author

Revenue forecasting is a powerful tool to help you plan ahead. Get tips to improve the accuracy of your revenue forecasts using Deltek WorkBook.

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Developer Resources

We are committed to helping you make the most of your investment by providing useful learning materials that enable you to successfully build and customise Deltek solutions. These developer resources—including technical API/SDK reference documentation—can be used to expedite technical onboarding and improve the design and development experience.

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