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 and can be seamlessly and securely delivered on-premise or via the Cloud. 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.
- Online Proofing – consolidate feedback and version control into one tool, so your team can get clear, actionable feedback and deliver more 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
For a member of the Management Team, it’s crucial that you have the right agency management tool to help your staff handle day-to-day operations so you can take care of the big picture.
- Consolidate all your operational processes into one place, giving you greater visibility into overall agency performance
- Inform your agency’s project planning and estimating processes with accurate, real-time information
- Make meaningful decisions with valuable insights and business intelligence via detailed project views and more than 300 built-in reports
- Be confident that WorkBook’s advanced technology and innovative features will scale with you as you grow
For a project-based agency or an in-house team, your pipeline is your lifeline. So you need a tool that goes beyond entering contacts and activities and gives you the insight to know that you’re not only bringing in enough business, but the right kind of business – anywhere at any time.
- Integrate all of your CRM and pipeline management activities into the same, easy-to-use tool – accessible from the airport, the office and anywhere in between
- Get greater visibility into your impact on the agency with forecasting features and detailed project views
- Mine actionable insights that allow you to tailor your New Business strategy to your agency’s needs
Managing the finances of a project-based agency is no simple task. So you need a tool built specifically for agency workflow that simplifies financial management by integrating operations and gives you back valuable time.
- Drastically reduce the turnaround time of month-end activities by streamlining all of your agency’s operations into the same tool
- Take action to course-correct inefficiencies and potential overruns before they can affect your bottom line
- Glean valuable insights with detailed project views and more than 300 built-in reports
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
The right resources can make or break a project. So finding the perfect balance of skill, experience and availability isn’t an easy task. But by connecting project information from pipeline to production, WorkBook gives you the tools you need to optimize productivity, while protecting your greatest asset – your people.
- Avoid scheduling conflicts and overbookings by automatically syncing assignments to users’ task lists and calendars
- Know when it’s time to hire with greater visibility into your agency’s pipeline and forecasted capacity
- Outmaneuver over-servicing and avoid employee burnout with real-time data and detailed project views
- Say goodbye to chasing time sheets with simple, intuitive features that easily integrate into anyone’s daily routine
Client happiness is your responsibility. That’s why you need visibility into every part of the process, so both you and your client know projects are running smoothly and according to plan.
- Manage client expectations by expediting approvals and sharing project details via the Client Portal
- Collaborate with the team, exchange client feedback and share files within the project itself
- Spend more time on client needs with smart, intuitive features that minimize time spent on admin tasks
- Get valuable insights on project and client profitability with more than 300 built-in reports
Make these 10 moves to ensure your agency is working efficiently and properly nurturing the bottom line.