Artificial intelligence is transforming how creative and professional services agencies operate. It offers powerful ways to streamline project management, improve financial reporting, and unlock new levels of efficiency. For Deltek WorkBook users, integrating AI isn’t just a future possibility—it’s a present-day opportunity to gain a significant competitive edge. By leveraging AI tools, you can automate routine tasks, gain deeper insights from your data, and empower your team to focus on high-value strategic work.
The key is knowing how to apply these tools effectively within your existing WorkBook environment. That’s why we’re excited to invite you to our upcoming live webinar.
Join us on October 15, 2025, at 12:00 PM for a 30-minute session designed to show you how to harness the power of AI.
Webinar: Unlocking AI-Powered Efficiency with Deltek WorkBook
- Date: October 15, 2025
- Time: 12:00 PM
- Duration: 30 minutes
- [Register Here to Secure Your Spot]
This practical and forward-looking session will provide actionable strategies for incorporating AI into your daily operations. You will learn how to enhance your project, resource, and financial management processes, setting your agency up for smarter growth and optimized performance.
What You’ll Learn in Just 30 Minutes
This isn’t a high-level overview of AI theory. We’re diving straight into practical applications you can implement immediately. The goal is to equip you with the knowledge to make a tangible impact on your agency’s efficiency and profitability.
Enhance Workflows with Familiar AI Tools
Many agencies are already using tools like Microsoft Copilot. We’ll show you how to connect these powerful AI assistants to your WorkBook workflows. Imagine generating instant project status updates, summarizing financial reports, or identifying potential project risks with a simple prompt. We will demonstrate how to integrate these tools to save time and reduce manual effort, freeing up your team for more strategic initiatives. By the end of this section, you’ll see how AI can become a natural extension of your existing software stack.
Discover Role-Specific AI Prompts
The true power of AI is unlocked when it’s tailored to specific roles and responsibilities. What an account manager needs from an AI assistant is different from what a CFO or project manager requires. This webinar will explore role-specific prompts designed for key positions in your agency:
- For Account Managers: Learn prompts to quickly summarize client communication, track project milestones, and prepare for client meetings.
- For Project Managers: Discover how to use AI for resource allocation, risk tracking, and generating progress reports directly from WorkBook data.
- For CFOs and COOs: We’ll cover prompts for advanced financial analysis, profitability forecasting, and identifying operational bottlenecks.
You’ll leave with a library of AI prompts you can adapt and use to make every member of your team more effective.
Get a Sneak Peek at Deltek’s AI Roadmap
Deltek is actively developing new AI features to be integrated directly into WorkBook. As a valued user, you have a unique opportunity to see what’s coming next. We will provide a preview of the upcoming AI functionalities that will further enhance project management, financial oversight, and overall business intelligence.
More importantly, you will learn how you can influence this development. We will show you how to share your feedback and ideas through the Deltek Ideas Portal, ensuring the future of WorkBook AI is built to solve the real-world challenges your agency faces. Be part of the conversation and help shape the tools you’ll use tomorrow.
Who Should Attend?
This webinar is designed for all Deltek WorkBook users who are interested in leveraging AI to drive efficiency and growth. It is especially beneficial for:
- C-Suite Executives (CEOs, CFOs, COOs): Understand how AI can impact profitability and operational excellence.
- Account Managers: Find new ways to enhance client service and project oversight.
- Project Managers: Learn to streamline project execution and reporting.
- Financial Leaders: Discover AI-powered methods for deeper financial analysis and forecasting.
Whether you are just beginning to explore AI or are looking for advanced techniques, this session will provide valuable insights to help you get more out of Deltek WorkBook.
Don’t Miss This Opportunity
The integration of AI is no longer a question of “if,” but “when and how.” Agencies that embrace this technology will be better positioned to adapt, innovate, and lead in an increasingly competitive market. This 30-minute webinar is your chance to get ahead of the curve.
You will walk away with practical strategies, role-specific tools, and a clear vision for the future of AI within Deltek WorkBook. Learn how to optimize your processes, empower your team, and prepare your agency for the next wave of innovation.
Ready to unlock new efficiencies?
