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WorkBook: A Total Agency Management System
Built specifically for agencies and in-house teams, WorkBook makes managing projects, people and finance easier, so you can focus on what’s important.
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Demo Video
Power Your Agency’s Success with Workbook
Built by agency veterans, Deltek WorkBook is a total agency management system that provides best practice solutions to help your agency grow. By streamlining projects, people and finance from end-to-end in a single cloud-based solution, it gives better control, insight and visibility in real time so you can achieve a digital transformation, manage a distributed workforce, and build the foundation for business maturity and growth. Take it a step further and enhance your solution by seamlessly connecting online proofing with Deltek ConceptShare and get up and running faster with a Power Launch implementation.
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Deltek Workbook Earns a High Performer Badge from G2
Benefits
Total Agency Management
Streamline projects, people and finance from end-to-end in one cloud-based best practice solution, designed to help you grow.
Improve Productivity
Boost productivity and optimize utilization through better project and resource planning.
Manage Profitability & Costs
Increase profitability and control costs by scoping accurately, increasing efficiency and reducing delays.
Features
Get Full Visibility Into Project Performance
- Integrate agency operations from end-to-end, providing accurate, real-time visibility every step of the way
- Visual dashboards with filtering dimensions and 300+ built-in reports give you exactly the information you need
- Implement WorkBook modularly so your agency can grow with the same system over time
Manage Tasks and Time
- Make the most of your day with flexible task management features like Kanban boards and calendar integration
- Integrate task management and time entry so you have more time to focus on the creative process
- Easily submit time when you finish a task, no job numbers to memorize
Enable Client Collaboration
- Build a stronger relationship by giving clients and brand managers transparency via the client portal
- Make it easier for clients to submit job requests and view project status
- Accelerate the review cycle and get faster approvals by connecting Deltek ConceptShare for online proofing
Get Full Resource Transparency
- Make strategic staffing decisions by forecasting your team’s capacity weeks or months in advance
- Identify when it would be smarter to bring in freelance or begin the hiring process
- Avoid employee burnout and balance workload to protect your most valuable asset
Modules
Integrations
Enhance your agency management system by integrating your favorite software tools via WorkBook’s open API. By integrating with WorkBook, you can get the most out of the tools you already have in place and configure an agency management system designed to fit your team’s specific workflow. WorkBook offers true API integrations with Deltek ConceptShare online proofing and FreeWheel’s Strata single-hosted media stewardship & financial management system to streamline agency workflow and data exchange without losing valuable functionality. Our Deltek Global Consultants have extensive experience integrating the most popular industry tools and can help you design a streamlined best practice solution to fulfill your unique needs.
Get the App
Stay connected and productive from anywhere with the Deltek WorkBook app. Access your inbox, view your task list, communicate with the team, upload expense receipts and enter your time—all from the convenience of your mobile device.
