Learn How to LevelUp at Deltek Insight 2020

As a Deltek customer, you’re already one step ahead of those agencies still struggling to make the digital transformation to manage business operations and a distributed team from anywhere. Simply by utilizing a cloud-based solution to integrate operations and streamline agency management to any degree, you’re already on your way to achieving optimal profitability and efficiency.

We want to help you accelerate that momentum. 

For the first time ever, at Deltek’s annual user conference, Insight 2020, the Deltek Agency Solutions team is offering a full catalogue of virtual sessions to provide you with the best practice guidance you need to get the most out of your Deltek solutions and fast-track your journey to LevelUp.

First, Francesco Carbone and Nancy Murray will set the stage in our Deltek Agency Solutions Product Kick-Off session where you’ll learn more about our agency maturity model, LevelUp, so that you can assess your agency’s current fitness level, before diving in to the following sessions. 

• WBCSKO-01: Deltek Agency Solutions Product Kick-off

In addition, you’ll be introduced to the experts from our Product Strategy team, and we’ll give you a sneak peek of some noteworthy new features and integrations coming soon.

• WBCS-31: Build Review Chains to Optimize Your Creative Workflow
• WBCS-32: Elevate Media Management with WorkBook & MediaForce

In the following sessions, you’ll learn why it is essential to integrate people, processes, and technology to LevelUp.

Based on the responsibilities of the key players in agency management, each series of sessions is focused on empowering a specific agency role to make an impact on optimizing operations – Project Managers and Client Teams, Resource Managers, Finance Managers, New Business and Client Services Teams, and Users and Creatives. In each session, you’ll learn how empowering your team members and establishing best practice processes leads them to take more ownership over their role in the big picture and get the most out of your agency management solution.

Empower Your Project Managers and Client Teams

In the first of this series, Natasha Hall interviews one of your fellow Deltek customers, Shakeela Looker from TMW Unlimited, who shares some tips and tricks on how her agency uses WorkBook to manage project progression and control costs, so that you can apply these verified best practice processes to your own agency operations.

• WBCS-02: Unlimited - Protecting Margins by Optimizing Project Management

In the following sessions, Natasha shows you how to empower your Project Managers and Client Teams to take control of all aspects of project management and execution in WorkBook, to avoid over-servicing and take more control over project costs.

• WBCS-03: Outmaneuver Over-servicing by Managing Projects Properly
• WBCS-04: Get Ahead of Costly Issues Before they Impact Your Bottom Line

To compliment what you’ve just learned, Louis Almeida and Katie Garrison will guide you through in-depth demonstrations of how to use WorkBook to accomplish these best practice tactics – available to watch anytime, on-demand.

• WBCS-11: Manage Projects & Protect Margins
• WBCS-12: Control Project Accounting & Cost Tracking

Empower Your Resource Managers

With the help of my colleague, industry veteran Jan Jensen, I will usher you through this series on protecting your most valuable asset, while maximizing your team’s potential.

• WBCS-05: Protect Your Most Valuable Asset with Best Practice Resource Planning

In the following sessions, I’ll share my personal experience as a Creative Resource Manager as we discuss the importance of empowering Resource Managers to take a more impactful role in optimizing resource planning and utilization, so that you can maintain a healthier happier team, and stop spending excessive amounts of money on freelance help that you don’t necessarily need.

• WBCS-06: Maintain a Healthier, Happier Creative Team
• WBCS-07: Avoid Wasting Money on Freelance Help That You Don’t Need

To compliment what you’ve just learned, Louis Almeida will guide you through in-depth demonstrations of how to use WorkBook to accomplish these best practice tactics – available to watch anytime, on-demand.

• WBCS-13: Balance Workload and Utilization
• WBCS-14: Forecast Resources for Strategic Staffing

Empower Your Finance Managers

Learn how another agency, Taft Communications, is harnessing the power of financial forecasting using more accurate job-based data from WorkBook, as Mike McLean interviews their Chief Financial Officer, and frequent Deltek collaborator, Mark S. McNulty.

• WBCS-08: Taft Communications - Harnessing the Power of Forecasting

In the following sessions, Mike shows you how to improve the quality of your finance data through the delegating authority beyond your finance department, and brings back Mark S. McNulty from Taft to discover what the future holds for financial budgeting in WorkBook with enhancements to the Net Revenue Forecast. 

• WBCS-09: Delegate Authority Without Losing Financial Control
• WBCS-10: Forecasting Now and in the Future

To compliment what you’ve just learned, Katie Garrison will guide you through in-depth demonstrations of how to use WorkBook to accomplish these best practice tactics – available to watch anytime, on-demand.

• WBCS-15: Improve Financial Data Through Approval Workflows
• WBCS-16: Create More Accurate Forecasts

Empower Your New Business and Client Services Teams

In the first of this series, René Præstholm & Teresa Robbins share lessons from the field to help you build your agency’s New Business criteria and which levers to pull to tweak your New Business Strategy.  

• WBCS-21: Pulling the Right Levers for a Successful New Business Strategy

In the following sessions, Teresa discusses how WorkBook can support a collaborative approach to the New Business process, and how to protect your investment by keeping pitches on the rails.

• WBCS-22: Protect Your New Business Investment
• WBCS-23: Build a Better New Business Strategy

To compliment what you’ve just learned, Louis Almeida and Katie Garrison will guide you through in-depth demonstrations of how to use WorkBook to accomplish these best practice tactics – available to watch anytime, on-demand.

• WBCS-26: Qualify and Track New Business
• WBCS-27: Develop Your New Business Strategy

Empower Your Users and Creatives

Learn how Diana Ross-Gotta and Creighton King from Knock Inc. get the most out of their Deltek Agency Solutions by using WorkBook and ConceptShare to reduce email traffic, boost employee utilization and accelerate reviews, so that you can apply these verified best practices to your own agency operations.

• WBCS-18: Knock Inc. - Taking Agency Operations to the Next Level with WorkBook and ConceptShare

In the following sessions, we’ll discuss the importance of empowering your Users and Creatives to take a more impactful role in the bigger picture by managing tasks, entering time and collaborating with the team in a central place.

• WBCS-19: Eliminate the Timesheet Headache
• WBCS-20: Minimize Communication Chaos and Reduce Unnecessary Work

To compliment what you’ve just learned, Louis Almeida will guide you through in-depth demonstrations of how to use WorkBook to accomplish these best practice tactics – available to watch anytime, on-demand.

• WBCS-24: Make Time Entry Effortless
• WBCS-25: Centralize Agency Communication and Accelerate Reviews

For those customers who are ready to take efficiency to the next level by integrating online proofing into your project management workflow, you can learn more about ConceptShare directly from the product experts, Brennan Partner and Kareem Sultan - available to watch anytime, on-demand.

• WBCS-29: Deliver More Content at Less Cost with ConceptShare Online Proofing
• WBCS-30: Bring Online Proofing into your Jira Workflow with ConceptShare

Our TrafficLIVE customers can enjoy learning about the next evolution in Agency Management by watching all of the WorkBook sessions. In addition, Sr. Customer Success Manager, Alex Wolanin takes you through all of the bonus features you’ll enjoy after completing your migration to WorkBook, and our Sr. Director of Delivery, Per Christiansen, details how you can get up and running faster with a Power Launch implementation.

• WBCS-33: Power Agency Success with Deltek WorkBook
• WBCS-17: LevelUp with WorkBook
• WBCS-28: Accelerate your migration with Deltek Power Launch for WorkBook

We look forward to seeing you there!