Deltek WorkBook and Deltek ConceptShare

Deltek WorkBook and Deltek ConceptShare are purpose-built for agencies and in-house teams – providing them with the control, insight and visibility they need to deliver more creative content on time and on budget. Together, Deltek agency solutions integrate to become one powerful end-to-end solution that perfectly fits your agency’s natural workflow. This blog provides key product updates, tips and insight from Deltek’s product experts on both WorkBook and ConceptShare, so you can make the most of your agency management solution.

28 Results for Category Deltek WorkBook

How do you track the health of your agency?

Mike Haile, a Deltek WorkBook Partner, shares which metrics are most important to track in order to assess and ensure agency health.

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Make Better Decisions for Your Agency's Future by Forecasting Cash Flow

WorkBook helps agencies create more accurate short-term cash flow forecasts, so they can be in a better position to take preemptive action to maintain the ideal balance of incoming and outgoing cash, and will be more likely to keep their agency operational for the long-term.

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Deltek Product Release Information


With the release of version 2.1.6 of the WorkBook mobile app, users can continue to accomplish their daily tasks from anywhere. This version includes appealing enhancements to the User Interface, Tasks, and Resources that can help users be more productive on the go.

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Deltek Costpoint Blogs

Get Accurate Capacity and Utilization Reporting in WorkBook

Accurate resource capacity and utilization metrics are crucial for agencies that are challenged with a fluctuating pipeline. Our partners at Tangram take you through some options on how to manage reduced hours and flexible working in WorkBook, and still pull accurate capacity and utilization reports.

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Month-End Closing

Empower Your People to Accelerate Month-End Closing

LevelUp with WorkBook to verify financial data and Accelerate the Month-End closing process.

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Deltek Product Release Information

Streamline your agency's operational ecosystem with WorkBook 12.2

The latest release of WorkBook version 12.2 helps you take agency management a step further by connecting your media planning and buying activities with your project management workflow.

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brainstorming for future success

Empower Your People to Manage Working Capital and Improve Cash Flow

LevelUp with WorkBook to improve cash flow by managing working capital according to industry best practice. 

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Empower Your People to Control Job Costs

LevelUp to proactive project management by empowering your team to take full control over job costs.

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creative agency

Empower Your People to Manage Projects Proactively

Tighten up your project management process, and LevelUp from firefighting mode to proactive project management, by using Price Quotes to establish a solid baseline against which to measure project progress.

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Enhance Your Tech Strategy with a Two-Tiered Agency Management System

Network and in-house agencies face unique challenges when it comes to finding the right agency management solution that reflects a unique culture of innovation, while utilizing a mandated corporate infrastructure. Learn how a two-tiered tech strategy can help agencies and creative teams manage projects, people and clients on a daily basis, with a two-way integration to financial and HR tools at the enterprise level, which provides greater leverage and oversight overall.

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