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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Deltek WorkBook

    Score8.3 out of 10
    N/ANow from Deltek (acquired 2017), WorkBook is a project management solution. Designed for advertising and communications agencies with 30+ employees, the vendor says WorkBook is the perfect solution for multiple locations and collaboration through integrated conversations. Additionally the vendor says it is ideal for project-driven organizations that require CRM, forecasting, project and resource management, traffic as well as integrated billing and accounting. It's a customizable solution with…N/A

    Junxure

    Score9.5 out of 10
    N/AJunxure is customer relationship management (CRM) software supporting financial advisors with growth as well as helping manage advisory businesses, owned and supported by AdvisorEngine since the January 2018 acquisition.N/A
    Pricing
    Deltek WorkBookJunxure
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Deltek WorkBookJunxure
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup Fee$19 per monthNo setup fee
    Additional DetailsBASIC PLAN INCLUDES TIME SHEET INCLUDES IPHONE & ANDROID APP Log your time on any job you have access to and get a reminder if you forget to submit hours. You can log your time on any job; billable, non-billable, customer jobs, and internal jobs. WorkBook also keeps track of absence entries and holiday requests. CUSTOMERS & PROJECTS Add as many customers, contacts, and projects/jobs as you like. Jobs are connected to clients and each job can be set to be billable, non-billable, internal, or a client job. COLLABORATION Collaborate with your colleagues and clients and keep track of comments, news, events, and notifications. Receive notifications whenever you need to approve anything, or a warning if something is about to go wrong. FILE SHARING Save all of your files in WorkBook and benefit from having them being kept secure in one, central location. Whenever a new customer or job is added, WorkBook will automatically create a folder structure (decided by you), allowing you to upload all of your documents and briefings to WorkBook. WorkBook will connect directly to your local file server or online storage, which means that you can save your files locally and have them be shown in WorkBook. Moreover, we have options to integrate with Google Drive or Dropbox.—
    More Pricing Information
    Community Pulse
    Deltek WorkBookJunxure
    Considered Both Products
    Deltek Inc.
    No answer on this topic
    AdvisorEngine
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    100%
    Would buy again
    5 Answers
    Delivers good value for the price
    No answers on this topic
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    100%
    Happy with the feature set
    5 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    No answers on this topic
    Features
    Deltek WorkBookJunxure
    Project Management
    Comparison of Project Management features of Deltek WorkBook and Junxure
    Feature
    Deltek WorkBook
    4.6
    3 Ratings
    50% below category average
    Junxure
    -
    Ratings
    Task Management4.03 Ratings00 Ratings
    Resource Management6.03 Ratings00 Ratings
    Gantt Charts4.03 Ratings00 Ratings
    Scheduling2.03 Ratings00 Ratings
    Workflow Automation2.03 Ratings00 Ratings
    Team Collaboration7.03 Ratings00 Ratings
    Support for Agile Methodology3.02 Ratings00 Ratings
    Support for Waterfall Methodology3.02 Ratings00 Ratings
    Document Management2.03 Ratings00 Ratings
    Email integration3.03 Ratings00 Ratings
    Mobile Access5.03 Ratings00 Ratings
    Timesheet Tracking10.03 Ratings00 Ratings
    Change request and Case Management4.02 Ratings00 Ratings
    Budget and Expense Management10.02 Ratings00 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Deltek WorkBook and Junxure
    Feature
    Deltek WorkBook
    9.0
    3 Ratings
    16% above category average
    Junxure
    -
    Ratings
    Quotes/estimates10.03 Ratings00 Ratings
    Invoicing8.03 Ratings00 Ratings
    Project & financial reporting8.03 Ratings00 Ratings
    Integration with accounting software10.03 Ratings00 Ratings
    Best Alternatives
    Deltek WorkBookJunxure
    Small Businesses
    Any.do
    Score8 out of 10
    No answers on this topic
    Medium-sized Companies
    KanbanFlow
    Score7.3 out of 10
    No answers on this topic
    Enterprises
    Microsoft To Do
    Score7.9 out of 10
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Deltek WorkBookJunxure
    Likelihood to Recommend
    8.0
    (3 ratings)
    9.5
    (6 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.1
    (1 ratings)
    Usability
    9.0
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Deltek WorkBookJunxure
    Likelihood to Recommend
    Deltek Inc.
    My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.
    Incentivized
    Read full review
    AdvisorEngine
    Junxure is great for any office just for tracking and transparency alone! I think the earlier you start using it in your business the better. This will create good habits for the employees to start using Junxure instead of their email and chat features. These take up so much time. Time equals money! This also allows you to see the status of any project or client without having to contact fellow employees. You can even see their email correspondence, therefore, if someone is sick you do not have to call them to find out what is going on with that particular client or task.
    Incentivized
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    Pros
    Deltek Inc.
    • Workbook handles all processes in a consultancy company
    • Workflow options on all thinkable processes
    • Support global growth and intercompany management
    • Strong planning tool
    • Able to manage multiple clients to one project
    • Advanced template set-up
    • The communication module, so all relevant information is available on the projects
    • Flexible planning and project management
    Incentivized
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    AdvisorEngine
    • Clients can log in to view their investment statements. This is a timesaving benefit, as clients won't have to ask you every time they want to see how their money is performing. Being able to self-service will make your clients feel more in control of their money.
    • Being cloud-based means that the workflow monitor can be accessed anytime, anywhere. Nobody will forget important tasks as everything is being tracked. This allows staff to work from home and communicate with other employees with ease.
    • The pending action screen will allow you to reduce your to-do list and keep it in one central, accessible place. Workflow will see a major improvement!
    Read full review
    Cons
    Deltek Inc.
    • The integrations on IT level are not great and should be improved.
    • Change of IP's that's used for logins are being changed without reporting it to super users.
    Incentivized
    Read full review
    AdvisorEngine
    • Their integration options are a little limited compared to Redtail and SF. This has never caused an issue, but it may force you to think creatively at times.
    • Not the cheapest option, but not the highest either. I would say it has an ok price, but pays for itself. May not be right for people struggling through their first solo year.
    • I would like to see them add new features a little faster. Seems that updates are few and far between. It's a growing industry, and we need new tactics to stay ahead of the robo options coming on the market.
    Incentivized
    Read full review
    Likelihood to Renew
    Deltek Inc.
    No answers on this topic
    AdvisorEngine
    Junxure is a wonderful tool and is easy to use. Once you get your team to work with Junxure more than they do chat, email etc., it will work well and save a lot of time.
    Incentivized
    Read full review
    Usability
    Deltek Inc.
    Gets the job done, just not the sexiest.
    Incentivized
    Read full review
    AdvisorEngine
    No answers on this topic
    Support Rating
    Deltek Inc.
    Great implementation support, but haven't had many questions since.
    Incentivized
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    AdvisorEngine
    No answers on this topic
    Alternatives Considered
    Deltek Inc.
    Timelog, e-conomic project module and podio
    Incentivized
    Read full review
    AdvisorEngine
    I do not particularly remember the system I entered above, as I only used it for temporary work that I did nine years ago. I did not select Junxure myself - the office I work in already had it implemented before I came on. This question does not seem to be applicable to me.
    Incentivized
    Read full review
    Return on Investment
    Deltek Inc.
    • WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
    • We have spent a lot of time on support which is a negative impact.
    Incentivized
    Read full review
    AdvisorEngine
    • It has saved time by automatically capturing emails.
    • It has created efficiency from having to keep track of tasks manually or keeping power documents around.
    • It’s definitely worth the cost through all of the efficiency our firm gains. The ability to send work actions to teammates depending on their responsibilities is greatly helpful!
    Incentivized
    Read full review
    ScreenShots

    Deltek WorkBook Screenshots

    Screenshot of TasksScreenshot of Weekly SchedulesProduct screenshotScreenshot of Gantt Chart – Streamline project planning by converting and approved quotes into a schedule with drag ‘n drop resource allocation.Screenshot of Time Entry – Facilitate adoption and ensure accurate time data by integrating task management and time entry.Screenshot of Net Revenue Forecast – Reduce input errors and save valuable time by integrating resourcing, project management and finance to fully control AR and AP and get precise cash flow and net revenue forecasts.