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Project & Financial Management for Agencies
Transform the way your agency performs.
A MORE PROFITABLE AGENCY FOR TODAY AND TOMORROW.
Times are tough for advertising and digital marketing agencies. Agency-of-record relationships and retainers are dwindling while start-ups transform the competitive landscape on a daily basis. Project volume increases while turnaround times decrease. Clients demand more, but want to pay less. Your margins are squeezed, procurement processes tightened and resourcing needs complicated. This is where Deltek can help.
Deltek’s portfolio of offerings are purpose built for agencies. Our solutions are flexible for account and operations management, controlled for finance and easy to use for creatives. From engaging with a client to planning a job, scheduling resources and project delivery to billing and reporting on profits and utilization, we help you manage your business so you can focus on your clients. Agencies turn to Deltek to deliver better business results, achieve higher margins and make work more enjoyable for everyone. Whether independent or as a combined integrated solution, Deltek can meet your agency's needs:
- Project & Resource Management – manage the scope, schedule, quality and budget of every project with greater clarity, all in one place
- Pipeline Management – capture and track opportunities from start to finish.
- Financial Management – complete visibility and control over budgets, finances and compliance, across offices or around the globe.
- Built-in Collaboration – streamline communication for every project, across business lines and departments; ensuring efficiency and minimizing emails.
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
The impact on your bottom line is clear. For an Executive, the right system that does the job at the right cost while enabling you to maximize margins, produce revenue and satisfy clients is crucial. Deltek’s Agency solutions provides the simplicity and transparency your people need to manage the day-to-day tasks while you manage the big picture. We keep you looking ahead by bringing systems and people together, delivering consistent insight and foresight so you can prevent over-servicing and protect agency profitability. Whether you are looking for a front office or back office solution – Deltek can meet your needs.
- See the big picture or the day to day details at a glance
- Business intelligence to guide you as you grow
- Analytics tools to help you see overall profitability across your entire network of offices
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
- Utilization & billable work — Know how well people are utilized 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
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
- Maximize 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
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.
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 vacations 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 organization
- 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 utilized down to the project or individual level
- Easily produce the reports your clients require
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
- Maximize profitability by automating the recruiting process
- Satisfy audits with complete visibility into accurate employee and project data
The majority of agencies are using three or more disconnected 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. Agencies that move to an integrated system will be well positioned to pull significantly ahead of the competition.
- Project & resource management tools to manage the people, clients, work and profits
- ERP/Financial management tools to manage the agency, budgets and compliance
- Social collaboration tools for creatives to share documents and converse about jobs or campaigns in one central location
- Talent management tools to find and retain the best talent