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What is Deltek WorkBook?

Developed by specialists in the field, Deltek WorkBook is a robust management platform designed specifically for agencies, providing effective approaches to stimulate growth. It streamlines the oversight of projects, staff, and financial resources from inception to completion, which allows you to prioritize client requirements while making strategic choices for the future, ensuring that you have enhanced control, insights, and visibility whenever necessary. Furthermore, by integrating Deltek ConceptShare, you can seamlessly add online proofing to your project management workflows without compromising on crucial functionalities. In addition, the Deltek Power Launch implementation allows for a swift adoption of WorkBook's customized, role-specific setups, further improving your agency's management capabilities. This comprehensive best practice solution not only optimizes projects, resources, and finances but also lays the groundwork for your agency's sustained growth. By honing in on project management and resource distribution, you can significantly boost productivity and enhance overall utilization rates. Embracing this forward-thinking strategy for agency management will undoubtedly lead to a remarkable transformation in your operational effectiveness. As you navigate through these enhancements, your agency will be well-equipped to adapt to the ever-evolving landscape of the industry.

What is AXIO Advanced Projects?

AXIO Advanced Projects, provided by Velosio, presents a cutting-edge solution for Dynamics 365 Finance that transforms your project ERP into a powerful quote-to-cash platform. Offered as a subscription service, this enhanced framework aims to streamline planning, reduce service costs, and preserve the value of your investment throughout the solution's lifecycle. When organizations adopt AXIO Advanced Projects, they embark on their Dynamics 365 journey equipped with a financial and project accounting system that is operational from day one, enabling them to focus their design efforts exclusively on their unique business requirements. The solution is built upon industry best practices and workflows that have been validated by a multitude of businesses, promoting higher employee engagement, speeding up onboarding, and potentially lowering total ownership costs by 30% or more. For companies that are project-oriented, there are often unique needs that require the integration of best practices for regulatory adherence, project accounting, and alignment with project management and execution. This customized approach not only helps businesses fulfill their individual needs but also significantly boosts overall operational efficiency. Additionally, by implementing such a tailored solution, organizations can better position themselves for growth and adaptability in a rapidly changing market.

Media

Media

Integrations Supported

Microsoft Dynamics 365 Business Central
ADP Comprehensive Services
Aptean CRM
Binary Stream Healthcare Materials Management
Celigo
ClickDimensions
Descartes Pacejet
Flexspring
GoSimplo
Inogic Lead Assignment and Distribution Automation
Microsoft 365
Microsoft Dynamics 365
Microsoft Office 2021
Microsoft OneDrive
Microsoft Power Platform
NetSuite
Storagepipe
Sympa
deFacto Power Planning

Integrations Supported

Microsoft Dynamics 365 Business Central
ADP Comprehensive Services
Aptean CRM
Binary Stream Healthcare Materials Management
Celigo
ClickDimensions
Descartes Pacejet
Flexspring
GoSimplo
Inogic Lead Assignment and Distribution Automation
Microsoft 365
Microsoft Dynamics 365
Microsoft Office 2021
Microsoft OneDrive
Microsoft Power Platform
NetSuite
Storagepipe
Sympa
deFacto Power Planning

API Availability

Has API

API Availability

Has API

Pricing Information

$19.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Deltek

Date Founded

1983

Company Location

United States

Company Website

www.deltek.com/en/products/project-erp/workbook

Company Facts

Organization Name

Velosio

Date Founded

1984

Company Location

United States

Company Website

www.velosio.com/products/dynamics-365-finance/axio-advanced-projects-for-d365/

Categories and Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

Revenue Management

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

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