Deltek WorkBook For Marketing & PR Agencies
A total agency management system designed for agencies and in-house teams to streamline projects, people, and finances. PCI is proud to Partner with Deltek to sell WorkBook software packages and provide implementation and ongoing support.
Deltek WorkBook Software Experts
PCI’s agency industry experts can guide your agency through the implementation of the leading agency management solution – Deltek WorkBook. Gain real-time control, deep insights, and enhanced visibility for simplified project management, resource allocation, and financial tracking.
Deltek WorkBook offers integrated agency operations, providing real-time visibility into project performance. With visual dashboards, filtering options, and over 300 built-in reports, you can easily monitor and analyze project data.
Increase productivity with flexible task management features like Kanban boards and calendar integration. Deltek WorkBook even makes submitting timesheets a breeze.
Improve client collaboration with the client portal. Foster transparency and easy communication for clients and brand managers. Submit job requests effortlessly and stay updated on project status.
Plan your team’s capacity in advance to make informed staffing decisions. Prevent employee burnout and maintain a balanced workload. Determine when to hire freelancers or expand your team.
Discover the power of Deltek WorkBook and take your marketing agency to new heights with PCI’s implementation and support services. Need help figuring out which Deltek WorkBook software package is right for your agency? Let PCI guide you based on your goals and needs.
Deltek WorkBook Product Features
Project Management
Project Management & CRM
Project Management & Finance + Accounting
Full Suite (PM, CRM, Finance + Accounting)
Enhance your Deltek WorkBook experience with these partner integrations.
Deltek / Deltek Unionpoint
FreeWheel Strata
LEAF
Fastpay
How Top Marketing Agencies Dominate with Deltek WorkBook
“Since we’ve implemented WorkBook, we’ve been able to more accurately understand our workflows, our deliverables, and our teams’ needs. WorkBook has been a great tool for us and has really helped us get to that next level of growth.”
– Luke Schlegel, Executive Vice President of Operations and Analytics, Collective Measures
Resource Management Guide
Learn how to manage your agency’s resources effectively, which will help you deliver high-quality work, maximize profitability, and take your business to new heights.
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Marketing Agency Blogs
The Secret to a Successful Agency Month-End: Best Practices for Deltek WorkBook
Agency month-end can be a stressful time, particularly when it comes to finance, operations, and marketing efforts. A lot can go wrong if the proper procedures, tools, and systems are not implemented. Even for seasoned agency veterans, the financial close process can...
The API Integration Process
Written by: Sandy Froonjian In my previous article, I provided a general overview of what the API team at PCI does. In this article, I’m going to get more technical and explain the details of how we work with our clients to accomplish that integration. To begin...
8 Ways Project-Based Business Can Be More Successful In 2023
From mitigating the challenges of attracting and retaining top talent to aiding customers on their digital transformation journey, enterprise resource planning (ERP), human capital management (HCM), project management and project execution solutions are front and...
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