How WorkBook Is Shaping Agency Efficiency: Insights from ProjectCon 2024

Deltek ProjectCon 2024 brought together over 3,700 customers, industry leaders, and experts to spotlight transformative innovations designed to empower project success and redefine what’s possible. Deltek WorkBook is evolving to meet the needs of modern agencies. From unveiling innovative features to delivering insights on AI and automation, ProjectCon 2024 offered WorkBook users a clear roadmap for the future of agency operations.

Here’s a recap of the major highlights for WorkBook users:

2024 Roadmap Highlights: Automation, Usability, and Quality

The 2024 roadmap emphasized automation, usability, and quality as core pillars driving WorkBook’s evolution. These themes were woven throughout the conference, showcasing how WorkBook continues to streamline processes and optimize workflows for creative teams.

Key Features in Focus:

Newest WorkBook Release 13.6

• Sales Invoice Batch Creation: Automates the generation of multiple invoices, improving efficiency.
• Suggested Resource for Task Booking: AI-driven recommendations for allocating resources.
• Enhanced Intercompany Functionality: Simplifies managing projects across multiple entities.

A Glimpse Into 2025: Usability and AI-Powered Efficiency

Looking ahead, WorkBook’s 2025 roadmap themes promise to build on current capabilities with a focus on:

• AI & Automation: From predictive insights to smarter scheduling tools, WorkBook leverages AI to make decision-making faster and more accurate.
• Usability Enhancements: Streamlining workflows with features like multi-line expense entries, advanced personal expense management, and task order retention.
• Product Depth: Expanding functionality with tools like a Fixed Asset Register to manage asset acquisition, depreciation, and revaluation seamlessly.
• System Administration: Customizable expense justification fields and enhanced administrative controls ensure a better user experience.

AI and Automation: A Strategic Leap Forward

One of the most exciting developments showcased was Deltek Dela™, an AI-powered digital assistant designed to transform how agencies interact with WorkBook.

Why This Is a Game-Changer:

• Predictive Project Success: Learn from past performance to anticipate project outcomes.
• Intelligent Content Generation: Simplify data interpretation with actionable insights.
• Task Automation: Automate repetitive tasks like batch remittances and data ingestion via OCR (Optical Character Recognition).

Additionally, the Schedule Assistant demonstrated how users can create schedules from natural language text prompts, automating task creation and dependencies in seconds.

Session Highlights: Learning and Growing Together

WorkBook users had access to tailored sessions, including:

• WorkBook Product Roadmap: A deep dive into upcoming releases, highlighting new capabilities designed to improve agency operations.
• AI and Automation in Action: Demonstrations of how AI-powered features like OCR and Schedule Assistant will reshape workflows.
• Customer Success Stories: Real-world examples of how agencies have leveraged WorkBook to enhance collaboration, streamline processes, and boost profitability.

Reimagine the Future with WorkBook

Deltek ProjectCon 2024 underscored WorkBook’s commitment to empowering agencies with tools that enable smarter decision-making, more efficient operations, and seamless collaboration. From AI-driven scheduling to enhanced usability features, WorkBook is positioning itself as an indispensable partner for creative agencies navigating today’s dynamic landscape.

But the journey doesn’t stop here. Whether you’re optimizing your resource planning, simplifying expense management, or exploring WorkBook’s AI capabilities, there’s never been a better time to dive deeper into the platform. Be sure to explore the on-demand content from ProjectCon to revisit your favorite sessions, gain valuable insights, and start implementing what’s next.