Seven Reasons Why You Should Attend Deltek Insight 2021
If you are using WorkBook, ConceptShare or Maconomy, hear directly from Product Managers & experts at Deltek Insight 2021.
WorkBook
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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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 …
New eBook Series: Moving from TrafficLIVE to WorkBook
With many agencies planning to make the move from Deltek TrafficLIVE to Deltek WorkBook in 2020, it is important to review what to expect from the move. This eBook series gives you a practical and detailed view of the key differences between the two systems. Understanding these differences will ensure that you can plan a …
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Sneak Peek: WorkBook’s iOS App
Agency ERP system WorkBook has just released a new iOS app that combines address book, collaboration and time entry. Features include: Tasks & Timehseets, view tasks and complete timesheets effortlessly Inbox Collaboration, great for responding to conversations and viewing notifications Address Book, easy access to your contacts when you’re on the go So let’s take a …
WorkBook’s Agile Task Management
WorkBook is a cloud based ERP system specifically designed with agencies in mind. A forthcoming update, introduces brand new, agile task management features. The introduction of this agile functionality will make the scheduling of tasks in WorkBook even more powerful, and we think it will rival other agile task management tools on the market. Features include: • Scrum …
Event: Top Challenges For Global Advertising Agencies
An event that looks at the top challenges for global advertising agencies. We’re excited to announce that Tangram Consulting‘s Founder, Helen Johnson will be speaking at an agency breakfast event next Thursday 4th May, 2017. The event, organised by Workbook Software, will look to address the key system and production challenges for Global Network and Regional Advertising, Creative …
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Collaboration in Workbook
Workbook’s collaboration feature, allows you to notify your team on job progress, add comments and upload files. We’ve created a video to show how it works. There’s a lot we like about Workbook, but one of the features we really love is their collaboration feature. Like the apps Slack and Yammer, Workbook allows you collaborate with …
