Deltek WorkBook

overall, very positive.

Workbook

Pros:
We have used 3 different PM-tools previously and about 20 trial versions of different PM-tools previously before Workbook. No other tool keeps their promise like WorkBook when it comes of being the full solution. Most other tools can't even do half of the features that WorkBook handles. They really have an extensive solution for all parts of our business; from CRM, to Cost calculations, Quotation, resource planning, time reporting, flex-hour handling to billing and accounting and analysis all in the same interface. The platform also handles global multi-regional clients and billing in a good way. A need for us since we are handling clients with multiple debtors scattered across different countries. I know no other platform which handles that without being a very expensive custom made platform. WorkBook easily handles different regions with individual currency, payment cycles and VAT rules, making a lot of the process automated. Just set up your client sub debtors and it's all there.

Cons: WorkBook is very extensive, so I would not recommend this product to smaller companies. WorkBook suits companies where there's a resource available for handling Admin / Traffic of such a tool. So if you don't have that setup, then it is not a tool for you. In other words, probably a solution for minimum 10+ employee companies.

Summary: WorkBook is the only one out there we found that handles pretty much everything you need for Admin of an enterprise and at an attractive price. But it is not for micro-companies with 3-10 employees.

UK Agency Review

We were looking for an intergrated CRM / Pipeline / Job Costing and finance system. We had conducted intensive research on the options available on the market. Our challenge was to have realtime information that allowed us to react swiftly and in an accurately informed way to work in process, not only on the external spend but the recording of time and the financial impact it was having on the project and therefore the company.

Workbook was a last minute option and we decided to have a demo in order to confirm our original choice but that demo changed our opinion and workbook proved it had arrived at a place the other systems were looking to achieve.

It is intuitive and easy to use that the key component areas of timesheets and budgets that the majority of staff use have been adopted enthusiastically. The move from our old systems hasn;t been without teething problems but customer service has been great and they have responded to all the requests and challenges we have thrown at them. There are still some challenges around certain elements in the finance section, the replacement of Sage 100 in our case, but these are now under development as thier model is to constantly seek to improve the product.

Importantly we now have the data from projects at our fingertips and this has proved invaluable and will in the long term it will have a positive financial effect on our business.

I would recommend this to any business that is fast moving, needs to record time accurately and respond to clients changes and needs quickly.

Extraordinary tool with good support

We've been running our consulting and accounting business for over 20 years. Most of the time we used various project management, time tracking and billing systems. Last year we decided to introduce WorkBook and replace the previous system we used.

As we knew what we needed, the implementation was fast (approx. 5 working days). The new solution was easily accepted by all people in our organization and we didn't experience any challenges in this area, opposite to previous systems.

Some features that were important for us:
- multi-language interface,
- invoicing in many currencies and languages,
- direct access to the database allowing easy creation of own reports and integration with other systems we use,
- easy administration,
- ticket system for quality management system,
- conversations that are very useful not only for communication, but also making reports of the minutes and tracking various project activities.

When we started using the Polish interface we found many translations inaccurate or even funny. We were not very happy about it, however the translation tool allows us not only to adjust the translations to the Polish language, whenever we find a mistake, but also to the nomenclature we use internally.

The only thing we miss is a wiki module that would allow to describe the internal processes and tracking their changes.

The customer service answers very fast, what is not to overestimate these days - 5 stars in each category.

I love WorkBook!

We have created more efficient business processes, reduced our dependence on emails and paper, and are now able to capture time entries for everyone in our company.

Top notch features. Perfect project management tool for agencies.

We have been using Workbook for years. Heavily used others in the past. Nothing like it. When we chose them, I looked at their client list and was impressed.. big agency names and there is a reason for it. Researched on the other side of the pond to find our tool. Investigated small and large agencies and the response was pretty much unanimous: Workbook.

Pros: Clean nice looking and elegant. Offer modular pricing and easy to adopt solution. VERY easy to implement as their team will actually spend time with you and do it for/with you to ensure that you are set from the get go. Really works from day one. Great Todo all customizable and easy project management tools for the agency folks.

Simple interface. Mobile apps. HTML5 looks great with kanban task view an mobile access. Simplified CRM (we got rid of SF), project management & accounting. A few weeks realistic to implement. Awesome team too and they developed custom features for us.

Cons: Occasional Danish word in the interface. Limited custom reporting. Dashboards and expense app not ready yet. No custom widgets.

Excellent PM tool with all things integrated

WorkBook is a great all-in-one solution and there is nothing like it on the current market.
We used to have multiple systems for different departments, but WorkBook has everything integrated. We now have time tracking, project management, resource management, budgeting, forecasting (incl. pipelines), CRM and all finances in WorkBook. We are in the process of setting up the also-integrated support system.

The WorkBook implementation team helped us get started and customized everything for us. We were up and running in three weeks! They were also good to implement features that we need for our projects.

Cons are the limited reporting in finance, but you can export everything to Excel, so we just manage the data ourselves. It's also a bit hard to get started and get to know the system (even though training is part of implementation), but once you get the hang of it, it's all pretty straight-forward.

Tons of features - I would definitely recommend WorkBook to everybody! But the best part is that you only pay for what you need!

Workbook is ideal too to manage the profitability of your services business

Workbook is a great product that will suit the needs for most sized marketing and communications companies. It is easy to use and easy to implement. A great tool for managing your business

Great software and the minds behind it are even greater

We have been using the system for a couple of years now and frankly its really great in terms of capabilities and user friendly. We use it for project Management, client profitability, resource/task allocation and timesheet. I did quite a lot of research before I found Workbook and it is the best system. Workbook guys installed the system in our data center and did us an initial training then we carried on the training and implementation across the region.
The system is very stable and easy to understand, and the guys at workbook are very supportive and knowledgeable. As to Cons; I just wish they had media module.
Good Luck Guys

Great tool to cover the whole business cycle of a project driven organization

We have just gone live following a lengthy implementation process so my experience is limited. What is clear from start is that this is a very complex and comprehensive platform that enables us to manage most of our processes around projects: pipeline, quoting, resource allocation and usage, time sheet recording, measuring effectiveness, recording expenses, purchase orders, invoicing, keep track of profitability in a granulated view - in short: a tool that gives you the valuable sense of being in control.

Using WorkBook is the only way to run a successful agency.

Having used dozens of different pieces of software, I am very grateful that I have finally found WorkBook. It is a fully integrated solution that includes CRM/Pipeline Management, Collaboration, File sharing, Client Portal, Project and Resource Management and built in Finance & Accounting module. All this in a very simple and intuitive user interface.

The key to running a successful agency is having the management information available in real time to make decisions. WorkBook achieves this brilliantly!

Workbook is designed for my kind of job

As an account manager in the advertising-very-hectic-business it is perfect to work with Workbook - it gives me a complete overview and structure in my daily worklife. I have all information gatheret, because my server talks to Workbook and automatically creates maps etc.
And whenever I have a problem or a question the support always gives me speed of service.
My best recommendations for Workbook :-)

Powerful yet simple project management office suite

I have used WorkBook v8 and I will share my opinion:

Pros:
+ Very intuitive and fast-to-use interface
+ Integrates nicely all the process: from registering a sales lead to controlling the delivery of a project
+ Powerful resource management (people availability & assignments)

Cons:
- Until now, the interface was Silverlight, now it is going to HTML5

We have used WorkBook since 2007 and have been very satisfied with the system

The upgrade to Workbook 8 has been a big improvement and implementation went well without major problems. Support has been good to follow up the errors found and our suggestions for corrections and adjustments in the system.

BEST AGENCY SOFTWARE EVER!

I've been working with Workbook for a decade and implemented it at several agencies. It's by far the best end-to-end software in agency management today both in managing projects, resources and finances.

Workbook has been an integral tool in running our business. It is simply an excellent system.

Quick and easy implementation
Cost effective
PC and Mac Friendly
Excellent support
Well received by every level of user

I have no "cons" with Workbook

Workbook - just works.

Right information, at your hand, enabling you to react to the good of the projects, your people and your bottom line.