Deltek WorkBook Reviews & Ratings

Deltek WorkBook

4.0 out of 5 stars

Ratings and Reviews 1 Rating

Total 4 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 4 out of 5 stars
support 5 out of 5 stars

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Total 0 out of 5 stars
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features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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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 Deltek Vantagepoint?

Tailored specifically for firms in the professional services sector, this solution seeks to boost productivity, encourage collaboration, and enhance profitability. The foundation of your business lies in the individuals and the projects they manage, which is precisely why Deltek introduced Vantagepoint—a powerful and intuitive platform designed to oversee projects from their initial stages to final execution. Deltek Vantagepoint provides a holistic perspective on your projects by integrating client, project, and financial data into a single, easily accessible platform. This seamless integration enables organizations to make insightful tactical and strategic choices, ultimately resulting in a more effective, productive, and profitable operation. Handle all project-related information within a centralized hub that covers everything from pursuit and proposal phases through to planning and fiscal management. This ensures visibility across your organization, steering projects from their beginnings to their successful wrap-up. The platform not only delivers actionable insights to enhance decision-making but also fosters teamwork and collaboration through a cohesive tool, all while providing a streamlined and user-friendly experience. By implementing Deltek Vantagepoint, your team will be empowered to operate more intelligently and collaboratively, leading to improved overall performance. As a result, this innovative solution can transform how professional services firms manage and execute their projects.

Media

Media

Integrations Supported

Synatic
ActiveCampaign
BI Book
Flexspring
GoSimplo
Google Drive
Google Workspace
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
SAP Financials
Storagepipe

Integrations Supported

Synatic
Cogram
FMIS Asset Management
Longview Tax
Monk
Newforma
Omnant
Vergo

API Availability

API Availability

Pricing Information

$19.00/month/user
Starting at $19 per user / per month
30 users minimum
Free Version
Free Trial Offered?

Pricing Information

$30.00/month/user
Starting price $30.00/month/user
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard 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
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

Deltek

Date Founded

1983

Company Location

United States

Company Website

www.deltek.com

Categories and Features

Advertising Agency

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

Project Accounting

Not specified

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

Project-Based ERP

Not specified

Categories and Features

AI PSA

Not specified

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management

ERP

CRM
Financial Management
HR Management
Project Management
Reporting/Analytics

Professional Services Automation

Billing & Invoicing
CRM
Collaboration Tools
Project Management
Quote Management
Resource Management
Time & Expense Tracking

Project-Based ERP

Not specified

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