In this article we share some of our clients’ favorite features of 2019 and why. We have created custom training collateral on these features and how agencies are leveraging them to improve their operations. This free and exclusive How-To content, including PDFs and links to videos are all below. And we’ve made sure you can download any of them so that you can distribute to teams in your agency. Enjoy!
1. The Time sheet status view
The time sheet status view is simple quick, and really useful. It allows agencies to easily navigate missing time, where the time was spent and to drill down into time sheet details if needed.
Download our free one-pager guide here…WorkBook-Time-sheet-status
2. Improved “Build-Your-Own” Financial Reporting
2019 saw agencies continuing to evolve their business models. The custom financial reporting saves agencies time when crunching business-critical data.Build-Your-Own-Reporting
3. Some Cool New “Agents” & Variables
Agents are pre-authored ‘scripts’ or actions that you can schedule to happen in your system. In example, reminders or notifications when budgets over-burn or margins are too low. 2019 saw some enhancements and new agents.Cool-New-AGents
4. The Net Revenue Forecast
The net revenue forecast does an outstanding job of creating an automated forecast. WorkBook allows revenue owners to easily adjust the forecast directly from a notification.Net-Revenue-Forecast
5. New & Improved Mobile Apps
Everyone knows expenses are so much simpler via a mobile. Deltek really improved our options this year with a brand new mobile app.New-Improved-Mobile-App
If you’d love a little more help, we’re here for you…
We have some exciting new Agency Optimizer consulting packages launching in 2020. These packages are designed to help agencies get the most out of technology. So, if you’d like some help to get more out of Deltek WorkBook and improve your Operations, then get in touch here.