Project & Financial Management for Agencies

Finance

Before the buck can stop with you, you need to see where the bucks are going. Deltek’s Agency solutions allow you to see with greater clarity the business as a whole. From new business to project execution, invoicing and payment status, you'll have agency-wide accountability and compliance at a glance.

• Annual compensation — Know if you have the right people and if you are you are paying them correctly
• Utilisation & billable work — Know how well people are utilised down to the project or individual level
• Fees — Have the data you need to understand if you can increase your rates or fee structure
• Time and expense — time sheets and workflow approval
• Financials — project-based accounting, revenue recognition, invoicing, billing and record keeping

Project & Resource Manager

When you plan and staff projects, you're aware of just how many factors can affect timelines and budgets. Anything from last minute pitches, unexpected holidays and client feedback delays can alter your plans. Deltek’s Agency solutions give you the clarity needed to manage projects with a high level of detail and visibility while creating smart schedules that plan for every contingency. Agencies of any size can rely on the insight and foresight our solutions provide to avoid overruns, over-servicing and re-work.

• Quickly adjust your project parameters in real time
• Easily schedule work and assign resources across the whole organisation
• Collaborate across departments to set expectations and communicate at the project level
• Understand lost time, staff inefficiency and inaccurate statements of work at a glance
• Know how well people are utilised down to the project or individual level
• Easily produce the reports your clients require

Operations

The majority of agencies are using three or more systems to manage their sales forecasts, resource plans, WIP, financial records, client records, budgets, resource costs, invoices and billing. That not only makes your agency inefficient, but it causes you to miss out on key opportunities to correlate data and drive business decisions. Firms that move to an integrated system will be well positioned to pull significantly ahead of the competition.

• ERP/Financial management capabilities to manage the agency, budgets and compliance
• Project management capabilities for both large firms and small firms to make sure each project is profitable
• Talent management capabilities to find and retain the best talent

Information Technology

Tech-savvy agencies need solutions that can keep up. Deltek’s Agency solutions can provide the clarity that keeps your agency's daily management efficient and seamless. Our solutions are easy to implement, compatible with the most popular software in the industry and have the highest security standards. They are all designed to work with minimal maintenance to free up your IT resources for other important tasks. Deltek’s Agency solutions have no software to buy, no ongoing IT maintenance, and no costly upgrades, just simple integration with your technology ecosystem.

Business Development

Deltek has the customer relationship management tools that can help your client acquisition process run more smoothly. For engaging with new accounts, expanding your network and maintaining current client relationships, consider Deltek’s Agency solutions. You can crank out quotes with ease and you'll always be sure you're only pursing projects that are right for the agency.

• Automate opportunity data entry
• Maximise resources to pursue more opportunities
• Gain better insights to position your firm for pitches & client meetings
• Track contacts, opportunities, estimates and proposals
• Log all activity for each RFP, providing a historical record of all materials and correspondence

Human Resources

People are your agency's differentiating factor and source of expertise. But keeping the best employees motivated and fulfilled is a tough task in an industry where it's common to hop between shops. Deltek Talent Management has the tools you need to find and retain the best talent.

• Know if you have the right people and if you are paying them right
• Expedite recruiting and on-boarding with automated tools and guidelines
• Maximise profitability by automating the recruiting process
• Satisfy audits with complete visibility into accurate employee and project data