Project & Financial Management for Agencies
POWER YOUR SUCCESS WITH DELTEK AGENCY SOLUTIONS
Client demands, creative challenges and the ever-growing need to stay fresh and relevant—while making a profit—are all part of running a creative agency. Combine those with volume increases and turnaround time decreases, and you can start to feel the pinch in your resources, creativity and bottom line.
Agencies turn to Deltek to deliver better business results, achieve higher margins and make work more enjoyable for everyone. Deltek Agency Solutions are flexible for account and operations management, offer streamline control of your finances, and are simple and intuitive for the entire agency team.
Our agency-trusted solutions include:
- Deltek WorkBook – easily manage projects, resources, finances and even sales with an end-to-end agency management solution.
- Deltek ConceptShare – consolidate feedback and version control with one powerful online proofing tool; so your team can get clear, actionable feedback and deliver content faster and at less cost.
Delivering projects on time and on budget is critical to your agency’s success. And when getting approvals takes longer than doing the actual work, even the smallest delay in the review cycle can have a sizeable impact on your ability to deliver. As part of Deltek’s Agency Solutions, ConceptShare streamlines the review and approval process - accelerating the review cycle by up to 76%, reducing unnecessary re-work by 34% and giving you back valuable time to reinvest in the production pipeline.
- Get clear, actionable feedback by making mark ups and leaving comments directly on the asset
- Review and approve images, documents, video, web pages and more - all from the convenience of your desktop, tablet or smartphone
- Reduce production costs and empower your team to deliver more content faster and at less cost
Winning business has always centered around relationships and referrals, but the right CRM tools can help you extend your reach. Today, if your agency isn't using social media, digital marketing and analytics to precisely target your prospects, you will certainly be missing out. Deltek’s solutions are designed specifically to meet the fast-paced needs of your agency.
- Automate client management and track contacts, opportunities, estimates and proposals
- Manage contracts from estimate to final closeout
- Share and collaborate on every project, employee, client, contact and opportunity
It's a struggle to make each project profitable AND create award-winning work, but Deltek's Agency solutions can deliver the clarity and transparency you need to juggle both. With smart features and a simple, consistent user experience, every Resource and Project Manager can ensure projects are completed successfully and profitably, so the creative process remains unaffected. Use in combination with other Deltek solutions, or implement one integrated tool to bring all your systems together.
- Detailed project and client information to drive resource and project planning
- Track and report on project performance to deliver actionable insights
- Accurately capture all related costs
Deltek helps agencies of all sizes gain real time financial visibility, drive cost reductions and increase cash flow. Whether you’re a small independent agency or part of a global network, Deltek’s Agency solutions provide the control your team needs for true financial transparency and compliance to ensure reliable profit margins and improve predictability for growth.
- Industry-leading software for project accounting, corporate financials, reporting and compliance
- Detailed, project level forecasting and budgeting for any segment of your work breakdown structure
- Organizational budgeting, resource planning, indirect rate forecasting and financial reporting
In an industry where talent bounces around from shop to shop, there is renewed focus on developing top talent and creating a desirable work/life balance so they will stay. Deltek delivers all the tools to help your agency become an enviable place to work.
- Deltek Talent Management helps reduce recruiting costs by up to 25% with automation and better analysis of success rates
- Ensure that your annual compensation review cycle is fair, consistent, automated and compliant
- Provide a forum for balanced and accurate 360º feedback on performance
- Identify top performers and develop them further
Gone are the days when agencies and clients could simply "rely on your gut." Today, data and analytics can turn your art into a defendable science. When an agency can prove how well its work is performing, it becomes an even more valuable partner. Deltek’s Agency solutions provide end-to-end reporting through front and back office processes. It gives teams the agility to adjust project plans quickly, ensuring your agency is always delivering it’s best work. As a result, clients are looking to their agencies to deliver strategic advice, industry expertise and to solve problems that might have been handled by other resources in the past.
- Gain insights with end-to-end reporting including by job, client or resource
- Use out-of-the-box or customizable reports depending on your needs
- Find relationships in data that provide actionable business insights
- Visualize data in analytical reports or dashboards
Benefits by Role
Projects are the core of your agency, so project management is a central part of its success. That’s why WorkBook gives you complete visibility into every aspect of the project lifecycle and the tools you need to ensure efficient production and delivery, without disrupting the creative process.
- Spot scope creep and control costs before anything impacts your budget with real-time data and detailed project views
- Configure scheduling and task management to your agency’s specific workflow
- Keep the team engaged and on task by centralizing communications, feedback and file sharing within the project itself
- Build better estimates and realistic project plans based off of historical project information
- Reduce unnecessary rework and accelerate reviews and approvals
Make these 10 moves to ensure your agency is working efficiently and properly nurturing the bottom line.