We exist to illuminate your agency.

Level Up with a Best Practice Agency Management Solution – Deltek WorkBook

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Clients That Have Partnered With Us

Over 300 firms trust us to deliver best of suite agency solutions that drive efficiency and growth

What is most important to your agency?

Deltek WorkBook is a total agency management system that provides best-practice solutions to support operations and help your agency grow

Retain & Grow Revenue

By delivering worth and a healthier pipeline

Boost Project Profitabilty

By increasing efficiency, reducing costs and scoping accurately

Improve Utilisation

Balance workloads with better capacity planning

Improve Billability & Cashflow

By streamlining agency workflow

Enable Decision-Related Insight

By identifying actionable insights with accurate reporting

Intelligent Revenue Forecasting

New automated real-time NRF forecast module

Drive growth and profitability with Deltek WorkBook

Best of Suite – Industry leading & specifically Agency focused

Retain & Grow Revenue

Boost win rates and client margins by identifying profitable business to nurture and pursue

Know if you need to bring in business from a revenue perspective and when your agency has the capacity from a resource perspective

Build stronger client relationships by showing them you value their time and their input with tools that make it easier for them to participate in the process

Increase Profitability

Increase project profitability by reducing delays and costs through greater efficiency

Avoid over-servicing and scope creep by building more accurate estimates based on historical agency performance

Identify and get ahead of issues and bottlenecks before they can impact project margins

Improve Utilisation

Improve utilization and achieve better workload balance with greater visibility into staff availability and capacity

Forget chasing timesheets and get real time project data with easy to use integrated time entry and task management features

Make strategic hiring decisions with foresight into long-term capacity

Boost productivity and free up capacity by accelerating the review cycle and reducing unnecessary rework

Improve Billability & Cashflow

Reduce unbillable hours spent reconciling data from spreadsheets and disparate tools and streamline agency workflow by integrating agency operations into one, easy to use tool

Boost cash flow and minimize write-offs by capturing costs accurately and invoicing on time

Reconcile revision rounds with contract terms to ensure accurate invoicing

Streamline the month-end closing process to recoup valuable time

Enable Decision-Related Insights

Enable decision-related insight by using accurate real-time data to track the right KPIs

Identify issues in the production process and take preventative action with detailed project views that give you real-time visibility into project progress

Use historical performance data to inform and continually improve the process

Net Revenue Forecast

Generates real time revenue forecasting by drawing from all agency disciplines

It can be configured according to agency/group agency structure and allows for deep diving into jobs and briefs

Real time data and information that frees up time and manual inputting

The NRF is linked directly to your users, their scheduled hours and actual hours tracked

WorkBook’s role-based configuration makes it easier to focus on your clients and make strategic decisions for the future by streamlining projects, people and finance from end-to-end, giving you better control, insight and visibility at any time.
More than just software, WorkBook helps you bring people, process and technology together to achieve a digital transformation, manage a distributed workforce and build the foundation for business optimization and growth. Power your agency’s success with WorkBook.

Testimonials

Internal communications are very important for us, and WorkBook’s powerful inbox feature will allow our teams to collaborate on one job management system, as opposed to using third-party applications.
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Paul Whalley

Chief Operating Officer - The Whalley Collective
WorkBook integrates into our finance function and will allow for more robust reporting, forecasting and therefore decision making. WorkBook is specifically built for agencies and therefore I could immediately see the benefit for our organisation.
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Janine Kruger

Group CEO - CWI
Our traffic and client service departments needed a tool that could increase efficiency and agility, thereby providing value to our brands. WorkBook is by far the best solution for us.
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Julia Parry

Head of Operations - Draftline
We’ve looked around the world for a smart
administrative solution. Something that can give us better ability to resource the business, better workflow systems, and we found that in WorkBook.
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Rob Hill

Chief Operating Officer - Ogilvy

We Exist To Illuminate Your Agency

By delivering live and actionable insight, we enable clarity, growth and profitability

Reimagine the way you work