Imagine a world where agency operations flow seamlessly from end to end, offering real-time visibility at every step. Picture a reality where task management and time entry are effortlessly integrated, freeing up more time for creativity. Embrace a future where all your agency processes are unified within a single tool, eliminating the need to spend hours reconciling data from spreadsheets or other tools. Hours spent on reconciliation will diminish, making way for more efficient and integrated agency workflows. Here are three areas to focus on that will bring greater efficiency to your agency operations.
Increase Agility
Plan and manage your agile projects more effectively by assigning tasks to sprints and prioritizing them based on their importance and urgency. Follow that by ranking or prioritizing tasks within sprints and adding the construct of ‘effort’ that can be applied to those tasks. Creating a more agile workflow allows you to deliver faster, respond better, and satisfy more clients.
Improve Visibility
Improving visibility into your projects and streamlining communication can also bring greater efficiency to your agency. Integrating calendars and emails by syncing assignments to user calendars will help prevent scheduling conflicts. Centralizing communication by sharing files and feedback within the task or project will reduce the volume of emails. By consolidating communication and file sharing with a collaboration tool, tracking and visualizing project progress becomes easier.
Integrate Processes
Integrate agency operations from end to end to ensure accurate, real-time visibility every step of the way. Streamline task management and time entry to prioritize the creative process. Consolidating project, people, and financial management processes into one tool, you will save countless hours previously spent reconciling data from various sources.
An All-In-One Agency Management System
Deltek WorkBook is an agency management system designed for marketing and creative agencies to streamline projects, people, and finances. It provides real-time control, insights, and visibility for simplified project management, resource allocation, and financial tracking. With visual dashboards and over 300 pre-built reports, it enables easy monitoring and analysis of project data.
Do you need help choosing the right Deltek WorkBook software package for your agency? Let PCI assist you based on your goals and requirements. Unlock the potential of Deltek WorkBook and elevate your marketing agency with PCI’s implementation and support services. Are you an existing Deltek WorkBook user? Our WorkBook Reboot program can optimize your current implementation to better fit your agency’s needs.
