Clients, Projects, People, Financials and Insights are all extremely important to your agency’s business success. Below are the 5 ways WorkBook can help you to streamline these critical areas.

1. Retain & Grow Revenue

• Boost win rates and client margins by identifying profitable business to nurture and pursue
• Know IF you need to bring in business from a revenue perspective and WHEN your agency has the capacity from a resource perspective
• Build stronger client relationships by showing them you value their time and their input with tools that make it easier for them to participate in the process

2. Increase Project Profitability

• Increase project profitability by reducing delays and costs through greater efficiency
• Avoid over-servicing and scope creep by building more accurate estimates based on historical agency performance
• Identify and get ahead of issues and bottlenecks before they can impact project margins

3. Improve Utilization

• Improve utilization and achieve better workload balance with greater visibility into resource availability and capacity
• Forget chasing time-sheets and get real-time project data with easy to use integrated time entry and task management features
• Make strategic hiring decisions with foresight into long-term resource capacity
• Boost productivity and free up capacity by accelerating the review cycle and reducing unnecessary rework

4. Improve Billability & Cash Flow

• Reduce unbillable hours spent reconciling data from spreadsheets and disparate tools and streamline agency workflow by integrating agency operations into one, easy to use tool
• Boost cash flow and minimize write-offs by capturing costs accurately and invoicing on time
• Reconcile revision rounds with contract terms to ensure accurate invoicing
• Streamline the month-end closing process to recoup valuable time

5. Enable Decision Related Insight

• Enable decision-related insight by using accurate real-time data to track the right KPIs
• Identify issues in the production process and take preventative action with detailed project views that give you real-time visibility into project progress
• Use historical performance data to inform and continually improve the process

WorkBook is a smart and intuitive, total agency management solution that streamlines your agency’s project and financial management processes to provide you with the insight you need to become more efficient, productive and profitable. It gives you clarity to focus on what’s important and the foresight to plan for the future.

If you are interested in learning more about how WorkBook can streamline your agency’s operations, contact us today!