Deltek WorkBook and Deltek ConceptShare

When finance is integrated into every step of the project lifecycle, it no longer feels like a speed bump in the creative process. WorkBook streamlines Agency Finance to provide your agency with greater visibility into job progress and budget status at any time, which allows your agency to manage financial processes in real-time.

WorkBook version 11 includes modern enhancements that allow you to enhance your integrations, give greater administrative control to the team and better manage purchase orders project billing.

ConceptShare helps your team reduce costs, avoid delays and reduce unnecessary rework by helping you provide clear, actionable feedback from the very beginning.

Deltek WorkBook and Deltek ConceptShare provide customers with an integrated agency management software tool that helps them overcome their five biggest challenges in order to run a more efficient, profitable and client-centric business than ever before.

ConceptShare Smart Folders allow your Creative Operations team to surface information that they care about, based on criteria that are relevant to them.

With WorkBook, get detailed forecasts into the future that give you actionable insights to help you future-proof your agency’s business strategy in a number of ways.  

With ConceptShare, simply create a Review, and invite the team to efficiently collaborate on feedback and give timely approvals, so you can get more content out the door on time and on budget.

With the installation of version 10.3, WorkBook customers will be able to integrate Deltek ConceptShare, an online proofing tool that streamlines the creative production process by accelerating reviews and approvals so your agency can deliver more content faster and at less cost.

Discover the features and functionality of the new Deltek WorkBook Mobile App.

WorkBook 10.2 offers customers an enhanced experience by integrating more financial functionality into the HTML platform. Simplify month-end financial activities with time saving, intuitive features.