Agency Management System

How to Nail the Brief with WorkBook & ConceptShare

Nailing the brief is an important part of any agency's work. We take a look at two agency management systems that can help you do just that!

The past year has seen the world adopt working from home as never before. Collaboration with colleagues and clients has never been so important. In a recent webinar, Senior Consultant Kye Hush, reviewed how agency management systems WorkBook and ConceptShare can foster better collaboration and help you nail the brief.

What are WorkBook & ConceptShare?

For the uninitiated, both WorkBook and ConceptShare are products by Deltek. WorkBook is a total agency management system designed and built by agency veterans. Projects, people, and finance information is stored in one system. Giving agencies better control over projects.

ConceptShare is an online proofing tool that integrates seamlessly with WorkBook to assist project management workflow. It streamlines the review and approval process enabling teams to deliver content more efficiently. It also increases security and privacy through its cloud delivery. 

Agency Management System
Photo by Nick Morrison on Unsplash

How can agency management systems help an agency nail the brief?

WorkBook and ConceptShare enable agencies to handle briefs and creative approvals easily and seamlessly. In WorkBook, users can store briefs at both job and task levels. Forget the constant stream of emails or Slack messages. With built in collaboration and approval features, all details relating to the brief remain in one place. So, if any aspect of the brief changes, all relevant people are notified immediately. 

Misunderstood feedback is one of the primary reasons a project gets delayed. With ConceptShare’s creative reviews, agencies can get clear, actionable feedback. Reviews contain well-defined parameters and deadlines, automatic reminders and notifications. Review participants have access to simple, intuitive features that allow them to markup and comment directly onto an asset. So, the entire review team, including clients, are on the same page at all times.

When WorkBook is integrated with ConceptShare, all information related to the creative review can also be accessed via WorkBook. Once again, all information remains in one place. So you have a single source of truth that makes reporting a breeze. 

Key Takeaways

Agency Management System

Using WorkBook and ConceptShare together allow you to:

  • Manage approvals and collaborate on briefs – by using WorkBook and ConceptShare together, this becomes extremely easy to facilitate and maintain
  • Streamline the review cycle with both internal teams and clients – from start to finish, this is fully operational between project managers and their teams and their clients
  • Maintain a single source of truth – all information regarding the job is in one place
  • Manage scope creep – especially important in the current climate where budgetary restrictions can be severe

While WorkBook and ConceptShare work superbly in tandem, they can also be separate stand-alone products. With tools like these, nailing the brief has never been so easy. To see WorkBook & ConceptShare in action for yourself, book a demo with us. 

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Helen Johnson
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Christian Arpe-Hansen
+45 31 36 66 03