Marketing Agency
Supercharge your marketing agency’s success by streamlining workflows and gaining valuable insights into client and project-based accounting.
Deltek agency solutions are flexible for account and operations management, provide streamlined control of your finances, enhance project efficiency and are simple and intuitive for the entire agency team. With budget tracking, project and resource management, integrated online proofing and performance analytics features, Deltek provides a centralized platform for marketing agencies to manage their campaigns more effectively and achieve better business outcomes.
Discover how leading marketing agencies use Deltek solutions to power their project success.
Benchmarks and Best Practices for Marketing Agency Success
Marketing Agency Survey Report
Download the latest industry report from Deltek and Mirren to learn what challenges marketing agency leaders expect to face and how they will prioritize their strategies.
- See survey results and important trends
- Read dozens of valuable quotes from leaders
- Get advice about the future of the agency
4 Ways for Agencies to Avoid the Pitfalls of Over-Servicing
How do you eliminate over-servicing in your projects? Discover how industry-specific tools and guidance can help your agency identify and address over-servicing tendencies, ensuring that your teams deliver exceptional results while staying within budget. Revolutionize your project management approach and achieve unparalleled success by avoiding over-servicing woes.
Streamline Advertising Media and Finance Operations
FreeWheel's Strata Platform integration with Deltek WorkBook brings together two powerful solutions to streamline advertising operations for media agencies. By integrating Strata, a leading media stewardship platform, with WorkBook, a total agency management solution, media organizations can improve efficiency and accuracy in managing the financial reconciliation process of their advertising campaigns. This collaboration empowers media companies to optimize their advertising processes, gain valuable insights and ultimately drive greater profitability and success in the dynamic media landscape.
ERP and Professional Services Automation Solutions for Marketing Agencies
Deltek solutions connect and automate the project lifecycle that fuels marketing and advertising agencies. With the rapidly evolving technological landscape and growing competition, adopting industry-specific ERP is essential in managing business processes such as project planning, financial management, time tracking and reporting. Deltek delivers the necessary tools to streamline workflows and gain critical insights into customers' and project-based accounting data with a comprehensive view of resource utilization and client billing.
Manage Opportunities & Client Relationships
Marketing agency success hinges on a healthy pipeline of new work and organic growth. Deltek industry-specific CRM solutions can automate client management, track contacts and prospects, manage projects from estimate to final closeout and facilitate seamless sharing and collaboration on all projects, employees, clients and opportunities.
Customer Relationship Management Products
End to End Financial Visibility
Managing agency financials, from retainers and fixed-fee projects to timesheets and cash flow, can be overwhelming and fraught with risk. Deltek industry-specific accounting and ERP solutions help agencies of all sizes gain real-time financial visibility, reduce costs and increase cash flow. Whether you're a small independent agency or part of a global network, Deltek agency solutions provide the control your team needs for true financial transparency to ensure reliable profit margins and improve predictability for growth.
ERP & Financial Management Products
Grow Your Agency By Finding And Developing The Right People
In any marketing agency organization, people are the principal driving force of profitability. To ensure successful resource management at both an operational and strategic level, WorkBook and Maconomy People Planner help you avoid burnout and improve retention through capacity planning and forecasting. And when it comes to workforce management, Deltek Talent Management and our Core HR solutions provide everything you need to acquire and develop your most valuable resources and manage employee data effectively. Gain valuable insights to support your business-wide strategy through a unified, cloud-based, human capital management solution that allows you to acquire, manage, allocate and develop your team.
Human Capital Management Products
Gain Comprehensive & Flexible Project Visibility
Agencies can avoid over-servicing and measure project success based on schedule, cost and performance against business goals to provide insights for future projects and outcomes. Through a suite of cloud-based project lifecycle solutions, gain visibility across your marketing agency and establish more control over people, projects and profits from anywhere in real time.
Connect Project Data To Business Insights
Gain access to comprehensive enterprise reporting and business analytics tailored for marketing agencies, providing real-time reporting and on-demand dashboards that deliver the agility, transparency and control necessary for making informed decisions and driving better projects.
Reporting & Analytics Products
Marketing Agency Blogs
Maconomy Essentials 2026.1: One Release, Two Customer Journeys
By Chris Challenor
With the release of Maconomy Essentials 2026.1, we continue the quarterly delivery cadence for Essentials customers, building on the progress made across Essentials 2025.3 and Essentials 2025.4. Essentials 2026.1 is a lighter release in terms of brand-new functionality, but it plays an important role in the broader Essentials programme. The value customers see from this release depends largely on where they are starting from.
Two Ways Customers Experience Essentials 2026.1
Already on the Quarterly Release Stream
(Essentials 2025.3 or Essentials 2025.4)
For customers already on the Essentials quarterly release stream, Essentials 2026.1 represents continuity and stability. You remain on a predictable cadence of low-risk updates that preserve business-as-usual processes, while incrementally improving quality, performance, and usability.
New functionality in Essentials 2026.1 is deliberately focused and targeted, with improvements in areas such as user management, reporting, and compliance. The larger functional gains—Web Client maturity, AI assistance, and Resource Management enhancements (if you have purchased our People Planner add-on)—were delivered in earlier Essentials releases and continue to be available as part of the cumulative stream.
Migrating to Essentials 2026.1 for the First Time
(from Maconomy 2.6.1)
For customers migrating from Maconomy 2.6.1, moving to Essentials 2026.1 is a step change. Although it is a single upgrade event, it delivers everything introduced across the Essentials quarterly release stream to date, including:
- A fully cloud-native platform, enabling true quarterly updates A functionally complete Web Client, allowing you to fully access Maconomy from a browser and removing the need for our legacy Workspace Client
- Built-in AI assistance (Ask Dela) for querying Maconomy data securely
- A modernised People Planner experience for customers working with resource management For these customers, Essentials 2026.1 marks the transition to a modern, continuously evolving Maconomy platform.
Designed for Continuity, Built for the Future
All Essentials upgrades are designed to preserve existing processes while gradually introducing new capabilities. Customers receive advance notice, a dedicated test period, and ongoing support throughout the upgrade process.
The 2.6.x stream remains supported until late 2026 / early 2027, providing customers with sufficient time to complete their Web Client migration. Plan ahead to prepare for the Q4 2026 or Q1 2027 releases where Essentials customers will move to Essentials 2026.4 (3.x), at which point the legacy Workspace Client will be retired.
Whether you are continuing on the quarterly path or joining it for the first time, Essentials 2026.1 is another important step toward a more scalable, modern, and future-ready Maconomy experience.
Maconomy Essentials Help Center
Access the Maconomy Essentials documentation to stay informed on the latest release updates, including release notes and user guides.
The New Enterprise Maconomy Experience: Built for Clarity, Control, and Scale
By Dan DiStefanoDiscover the game-changing features of Maconomy 3.0, including Ask Dela, smart summaries, enhanced web tools, smarter resource planning, and AI-driven efficiency.
Read MoreReplicon at Deltek ProjectCon 2025: Shaping the Future of Intelligent Time Tracking and PSA
By Rajashree RoyRead the blog and get a quick recap of Replicon Time and Polaris PSA sessions at Deltek ProjectCon 2025.
Read MoreContact Sales
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