Deltek WorkBook vs. WorkflowMax

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Deltek WorkBook
Score 8.3 out of 10
N/A
Now 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
WorkflowMax
Score 9.2 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
$20
per month
Pricing
Deltek WorkBookWorkflowMax
Editions & Modules
No answers on this topic
Standard
$20
per month
Standard
$35
per month
Premium
$70
per month
Offerings
Pricing Offerings
Deltek WorkBookWorkflowMax
Free Trial
YesYes
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 WorkBookWorkflowMax
Top Pros
Top Cons
Features
Deltek WorkBookWorkflowMax
Project Management
Comparison of Project Management features of Product A and Product B
Deltek WorkBook
4.6
3 Ratings
49% below category average
WorkflowMax
9.3
27 Ratings
20% above category average
Task Management4.03 Ratings9.525 Ratings
Resource Management6.03 Ratings9.56 Ratings
Gantt Charts4.03 Ratings9.23 Ratings
Scheduling2.03 Ratings9.419 Ratings
Workflow Automation2.03 Ratings9.54 Ratings
Team Collaboration7.03 Ratings9.519 Ratings
Support for Agile Methodology3.02 Ratings8.93 Ratings
Support for Waterfall Methodology3.02 Ratings9.23 Ratings
Document Management2.03 Ratings9.219 Ratings
Email integration3.03 Ratings9.44 Ratings
Mobile Access5.03 Ratings9.221 Ratings
Timesheet Tracking10.03 Ratings9.624 Ratings
Change request and Case Management4.02 Ratings9.111 Ratings
Budget and Expense Management10.02 Ratings9.418 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Deltek WorkBook
9.0
3 Ratings
18% above category average
WorkflowMax
9.5
27 Ratings
23% above category average
Quotes/estimates10.03 Ratings9.723 Ratings
Invoicing8.03 Ratings9.527 Ratings
Project & financial reporting8.03 Ratings9.722 Ratings
Integration with accounting software10.03 Ratings9.227 Ratings
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Deltek WorkBookWorkflowMax
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User Ratings
Deltek WorkBookWorkflowMax
Likelihood to Recommend
8.0
(3 ratings)
8.8
(28 ratings)
Likelihood to Renew
-
(0 ratings)
9.0
(1 ratings)
Usability
9.0
(1 ratings)
9.0
(2 ratings)
Support Rating
9.0
(1 ratings)
7.0
(2 ratings)
Implementation Rating
-
(0 ratings)
9.1
(1 ratings)
User Testimonials
Deltek WorkBookWorkflowMax
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.
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Xero
WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
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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
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Xero
  • You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
  • It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
  • It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.
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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.
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Xero
  • Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
  • The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
  • No search function to find a specific job, you have to scroll through all jobs allocated to you.
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Likelihood to Renew
Deltek, Inc.
No answers on this topic
Xero
Because we can't imagine being without it!
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Usability
Deltek, Inc.
Gets the job done, just not the sexiest.
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Xero
It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas
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Support Rating
Deltek, Inc.
Great implementation support, but haven't had many questions since.
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Xero
The support team are excellent. The only downside is that you can't phone them!
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Implementation Rating
Deltek, Inc.
No answers on this topic
Xero
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?
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Alternatives Considered
Deltek, Inc.
Timelog, e-conomic project module and podio
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Xero
WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
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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.
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Xero
  • Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
  • Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.
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ScreenShots

Deltek WorkBook Screenshots

Screenshot of TasksScreenshot of Weekly SchedulesScreenshot of Screenshot 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.

WorkflowMax Screenshots

Screenshot of WorkflowMax Quoting SoftwareScreenshot of WorkflowMax CRM SoftwareScreenshot of WorkflowMax Project Management SoftwareScreenshot of WorkflowMax Mobile SiteScreenshot of Job Costing | WorkflowMaxScreenshot of Powerful Custom Reporting | WorkflowMax