#1 most frequent
United States of America
56.7%34 installations of 60
What is Deltek WorkBook?
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 modular pricing to fit a company’s needs. The vendor aims to help companies reduce redundant administrative processes and give an international agency a complete view of the business.
Categories & Use Cases
Media
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Screenshot of Tasks
Top Performing Features
Timesheet Tracking
Timesheet tracking is the ability to track all billable and non-billable hours for each project.
Category average: 7.9
Budget and Expense Management
Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.
Category average: 7.7
Quotes/estimates
Ability to create, manage and send project fee proposals to customers
Category average: 7.7
Areas for Improvement
Scheduling
Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.
Category average: 8.3
Workflow Automation
Workflow automation is the ability to route work requests along an approval process automatically.
Category average: 8.2
Document Management
Document management provides for centralized management of all project documents.
Category average: 7.9
Who Buys & Uses Deltek WorkBook
#2 most frequent
Germany
10.0%6 installations of 60
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
8.3%5 installations of 60
WorkBook, not for the IT department.
Pros
- You have a lot of business critical features in one application.
- You can work in projects and register hours.
Cons
- 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.
Return on Investment
- 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.
Incredible Tool for Business Operations
Pros
- Time & Expense
- Job Profitability Tracking
- CRM
Cons
- User Interface
Return on Investment
- Better understanding of financial performance
- Job profitability tracking
Alternatives Considered
QuickBooks Desktop Enterprise
Other Software Used
Slack, Asana, Google Sheets, Lucidchart
Usability
Best Professional Service Management tool
Pros
- 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
Cons
- Lot of options - Demands training of the users before they can use if fully
Return on Investment
- Faster month end finance closing
- Stronger control of project contribution margin
- Higher quality of our project management
- 1 system for CRM, finance and project management gives a higher workflow quality
