How To Choose The Right Agency Management System
Choosing the right agency management system for your business can be a mine field. Helen Johnson shares her expertise in this area.
Tangram Consulting
The importance of regular job cost reporting
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 …
Staff hours changing? Get accurate capacity and utilization reporting in WorkBook
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, …
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5 simple things you can do now to optimise agency finances
Easing the burden on agency finances is a priority for most agencies at the moment. We take a look how small changes can have a positive impact and optimise agency finances.
Golden rules for agency Revenue Forecasting
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 …
3 ways WorkBook’s collaboration feature can help agency teams when working from home
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 …
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Agency Financial Reporting in WorkBook
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 …
Staff utilization insights with wayahead
We took a deep dive into wayahead’s staff utilization report to see the stats behind the graphs. So, you know just how staff are spending their time. wayahead is the agency reporting app that integrates with project management system Streamtime. The staff utilization report pulls weekly timesheet stats from Streamtime to give insights into how …
Introducing our new WorkBook training course
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 …
8 things we see agencies getting wrong (and how to get them right)
Are you doing anything on this list? If so, follow our tips and use your agency management system to inspire business growth. There are hundreds of ways to organise work, especially at an agency. Agency teams juggle thousands of tasks a day. Successfully and unsuccessfully. In a busy agency setting streamlining business can often give …
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