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, …
How to Nail the Brief with WorkBook & ConceptShare Read More »
WorkBook can be used to not only manage in-house agency teams, but also manage clients and their expectations. Read on to find out more… In-house agency teams have a tough job. For starters, they have to please their clients who also happen to be their colleagues. Because everyone is working for the same team, deadlines …
How to Manage In-House Agency Teams with Deltek WorkBook Read More »
If your agency is planning to make the move from TrafficLIVE to WorkBook, this free eBook series is for you. Before undertaking any system switch it’s important you understand what to expect from the move. That’s no different when moving from TrafficLIVE to WorkBook. At Tangram, our consultants have many years experience implementing both TrafficLIVE and …
Regular job cost reporting is vital for agency profitability. Most agency management systems feature detailed job cost reports. Running these reports regularly, will allow you to monitor and catch overruns, reduce scope creep and minimise over servicing. Now more than ever, you can’t afford for staff to be working for free. Monitoring the costs on …
Our latest video is on building and extracting contact lists in WorkBooks’ CRM module Whilst companies are currently communicating critical business changes with their clients, we are frequently being asked how to search, filter and export contact information. Deltek WorkBooks‘ resource list functionality is part of the CRM module. It allows you to filter and …
We take you through some options on how to manage reduced hours and flexible working in WorkBook, and still pull accurate capacity and utilization reports. The current COVID-19 crisis is having an impact on agency workloads and revenue. As a result, it has lead agencies to review their numbers. In some cases this has unfortunately, …
Staff hours changing? Get accurate capacity and utilization reporting in WorkBook Read More »
Revenue forecasting is an important ingredient for any successful agency. So, we’ve put together some tips on how to get the process right. Agency management systems aside, there are a few rules we’d like to share on creating a forecasting process. These rules will help you build a process that can be used to create …
As working from home becomes the new norm, it’s important that agencies still communicate and collaborate effectively. Agency ERP system Deltek WorkBook‘s collaboration feature, allows agency teams to collaborate with ease. And best of all, all communication stays within the system. So there’s no searching through emails looking for a vital piece of correspondence. If …
3 ways WorkBook’s collaboration feature can help agency teams when working from home Read More »
It’s more important now than ever for agencies to be on top of their financial reporting. To help we’ve made this video on how to create your own financial reports in WorkBook. In addition to its abundant out-of-the-box reports, agency management system Deltek WorkBook has a great agency financial reporting feature. This feature allows agency …
Training new staff can be time consuming. Let our experienced consultants help you. We have taken our years of agency and Deltek WorkBook experience and designed a one-day WorkBook training course, specifically for new starters. The WorkBook training will cover everything from navigation to billing and everything in between. These sessions will give attendees the …
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APAC
Helen Johnson
helen@bytangram.com
+61 404 458 797
EU
Christian Arpe-Hansen
cah@bytangram.com
+45 31 36 66 03
