Resources & Customer Support | WorkBook

Featured Report

2020 SODA Report on Agencies

There is no crystal ball to predict exactly what the agency of the future will look like, but it could be significantly different from today's model. Download the latest report from Deltek and the Society of Digital Agencies to learn the state of agencies and hear perspectives from industry leaders.

The report includes articles related to:

The new agency maturity model
Importance of team culture and happiness
Managing client expectations
Handling late-paying clients and AR relationships

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Product Demo Videos

Explore our extensive set of demo videos to take a deep dive into the product and learn how WorkBook can help manage your agency. Whether you want to improve revenue forecasting, accelerate month-end closing, gain full resource visibility or better manage tasks and time, our range of video topics has it covered.

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Additional Resources

Next-Level Production

Award-winning creative agency Media One uses Deltek to organize, prioritize and track global projects.

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Avoid Over-Servicing

Practical tips and best practices on how to avoid scope creep and increase billings.

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Better Agency Operations

See and learn about Deltek WorkBook’s unique features and functions with real-world context and examples.

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BLOGS

How agencies have adapted in 2020 – and what they’ve learnt for 2021

January 21, 2021

How Agency Leaders Adapted in 2020 and How They're Preparing for 2021

By Deltek

Our recent webinar brought together agency leaders to understand their perspectives on a challenging year for the industry.

Get Accurate Capacity and Utilization Reporting in WorkBook

By Deltek Partner Guest Blog

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.