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.
WorkBook in Action
View our product video playlist to learn how WorkBook helps manage your agency.
Get Full Visibility into Project Performance – Take proactive action and ensure project success with greater visibility into project performance and its impact on costs and profitability.
Better Project Planning – Set the team up for success by creating schedules and resourcing plans based on more accurate estimates.
Deliver on Time and on Budget – Avoid over-servicing and combat scope creep with actionable insights that let you get ahead of issues before they can impact delivery.
Manage Project Invoicing – Streamline your invoicing with project management tracking.
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 memorise
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
Smart Connectors
Not ready to move your finance to WorkBook? No problem — Smartsoftware’s Smart Connector bridges the gap.
Smart Xero Connector
- Sales Invoices
- Purchase Orders
- Creditor Invoices
- Expenses
- Receipt Notification
For further information about the features, pricing, and any other relevant details contact smartsoftware using the Contact Form below.
Smart Quickbooks Connector
Developed by smartsoftware, a Deltek partner, the WorkBook to QuickBooks Connector is an online web application that securely connect your WorkBook system to QuickBooks and manage:
- Sales Invoices
- Purchase Orders
- Creditor Invoices
- Expenses
- Receipt notification
For further information about the features, pricing, and any other relevant details contact smartsoftware using the Contact Form below.