
Built specifically for agencies and in-house teams, WorkBook makes managing projects, people and finance easier, so you can focus on what’s important.
Vendor
Deltek
Company Website




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 grow your company by streamlining projects, people and finances from end-to-end in a single, cloud-based solution. You get better control, insight and real-time visibility so you can achieve a digital transformation, manage a distributed workforce and build the foundation for business growth and maturity. And with a Power Launch implementation, you can get up and running faster.
Deltek Workbook Earns a High Performer Badge from G2 Deltek WorkBook is awarded a high performer badge by G2, highlighting the software's excellence in helping marketing agencies streamline their project management processes and achieve their goals.
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
- 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
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.