Total Agency Management for Agencies & In-House Teams
Powering project success with greater visibility into every project, every resource, every dollar at every minute of the day.
Key Benefits
Whether you’re an agency or an in-house team, you face challenges every day that can interfere with the creative process. You need a tool that helps you manage operations behind the scenes and let’s your team focus on what’s really important.
- Integrate all of your agency’s operations from end-to-end – giving you accurate, real-time project data, every step of the way
- Gain valuable insights through greater visibility into every aspect of agency performance
- Reduce your reliance on emails by consolidating communication and file sharing with built-in collaboration features
- Consolidate your tech stack by streamlining all of your resource, project and financial management activities into one tool
- Foster agency-wide adoption through smart and intuitive features that are easy-to-use for every role on the team
For In-house Teams
Good usability design can double employee productivity.* That’s why WorkBook integrates all of your Resourcing and Project Management processes into one, easy-to-use tool.
- Build the perfect system for your team by adding modules like the Client Portal, CRM, Finance and more
- Reduce reliance on emails and facilitate transparency by giving brand managers access through the Client Portal
- Accelerate the review and approval process and centralize file sharing and storage with built-in collaboration features
- Optimize utilization and avoid employee burnout with greater visibility into productivity and capacity
- Monitor internal costs to provide insight on team metrics
For Agencies
46% of agencies say the biggest challenge to operational measurement is acting on the data they have.** That’s why WorkBook consolidates all of your operational processes to give you a holistic view of your agency’s pipeline, capacity, productivity and costs – as well as how they work together to feed your bottom line.
- Utilize the entire agency management system, or just pay for the modules you need
- Connect legacy tools through the open API so you can share more data and further streamline agency processes
- Scale the system as your agency grows with regular feature innovations and functionality enhancements
Benefits by Role
*Productivity in the Service Economy, Jakob Nielsen, Nielsen Norman Group.
**Agency Metrics that Matter, The SoDa Report On, 2017.