Deltek WorkBook Review

Deltek
Product:
Vendor:
Founded:
Headquarters:
WorkBook
Deltek
1983
Herndon, VA
Ownership:
Customers:
Deployment Model:
Free Trial:
Private
30,000+
Cloud, On-Premise
Yes
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WorkBook At A Glance

Good: Ability to choose and pay for required modules instead of the whole suite.
Bad: Doesn't include an integrated media purchasing module.
Bottom Line: An end-to-end project management system that easily organizes resources and projects to boost efficiency and performance.

Product Overview

Deltek WorkBook is a robust software solution that includes features for customer relationship management (CRM), project and resource management, and accounting. For this review, we’ll focus on the tools and modules relating to project management.

Deltek WorkBook has an end-to-end project management system that easily organizes resources and projects to boost efficiency and performance.

Features

Deltek WorkBook allows you to effectively organize tasks and resources. Notifications will make you aware if something is about to go wrong or is missed. The solution gives you an overview of all your current projects and others in the pipeline, so you’re able to have full control over your budget, expenses and project schedule.

Deltek WorkBook easily integrates with Google products and Office 365, making planning simple through calendar synchronization and at-a-glance views of your available resources.

Its key project management features include:

  • Simple project and task entry
  • Follow-up on client/project/employee profitability
  • Team collaboration
  • Comment on and save files to project
  • Briefing uploads
  • Price quote and invoice creation and management
  • Cost and budget entry
  • Integration to email and calendar (Gmail and Outlook)
  • Supplier quote and purchase order request and creation
  • Gantt chart and link task creation
  • Resource planning with traffic/calendar views
  • Mobile time sheet and expense entry

Target Market

Deltek WorkBook helps teams in a variety of industries organize and streamline projects to boost efficiency and performance. A majority of its clients are in creative industries like advertising and PR, but the solution is also beneficial to other industries such as architecture, consulting engineering and management consulting.

We’ve listed several of its clients below.

  • Ogilvy
  • TMP Worldwide
  • MediaOne
  • We Are Social
  • PeopleGroup
  • Connecting Plots

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Choosing a Project Management Solution is all about finding the right fit. Our report will walk you through the process and help you make a smart purchasing decision. Download Now

Implementation/Integration

For professional services firms, Deltek Consulting Services provides its PEAK Implementation Process Model. This methodology includes the following steps:

  • Project initiation
  • Approval of solution design by client
  • Building and testing solution
  • Establishing a production environment
  • Preparing organization to transition to new solution (includes training end users and finalizing documentation)
  • Go live and project closure

For both new and current clients, Deltek Consulting Services also offers a Vision optimization workshop on the latest features and benefits of Vision.

Deltek offers additional training via its Deltek University for both new and current clients. Topics range from product training to professional development. Its training options include learning portals, live online training and customized training.

Deltek WorkBook can be integrated with Microsoft, SAP, Google, Microsoft Outlook, MagPeople, Dynamis AI, Readsoft, Active Campaign, Dropbox and more.

Customer Service & Support

Deltek has three tiers of customer support, which are:

Standard Care – The Standard Care tier includes access to the online help portal, support during normal business hours, unlimited support cases for the first 120 days and then 15 cases annually, online and email response within 24 hours, four authorized support contacts and new product releases/enhancements.

Premium Care – The Premium Care tier includes all of the features of the Standard Care, plus phone support, support available during extended business hours, mission-critical support available 24 hours on weekdays, unlimited support cases and six authorized support contacts. Its response time varies depending on the severity of the issue: two hours for Severity 1 cases, four hours for Severity 2 cases, eight hours for Severity 3 cases and 24 hours for Severity 4 cases.

Select Care – The Select Care tier includes all of the features of the Premium Care tier, plus a dedicated customer support manager, mission-critical support available 24/7, 15 authorized support contacts, access to customer advisory councils and semi-annual product roadmaps, and free admission to the Deltek user conference. Its response time varies depending on the severity of the issue: one hour for Severity 1 cases, three hours for Severity 2 cases, six hours for Severity 3 cases and 12 hours for Severity 4 cases.

Pricing

Deltek doesn’t publicly display its pricing information, so please contact the vendor directly for a quote.

Shortcomings

Some customers have mentioned a desire for an integrated media purchasing module. Deltek WorkBook currently doesn’t include one, but can integrate with third party media purchasing tools.

Screenshots

Deltek Screenshot 1
Deltek Screenshot 2
Deltek Screenshot 3

About

Established in 1983, Deltek has a long history of providing HR, financial, marketing, project management and other solutions for professional services and project-based businesses. It aims to help its clients focus less on administrative tasks and more on their businesses. Specifically, it helps clients identify new sales and business opportunities, manage their talent, comply with government regulations and measure their finances.

Deltek has more than 30,000 clients and millions of users in over 80 countries. It has 23 offices in North America, Europe, Asia and Australia.

The vendor holds an annual conference where customers and partners can network, learn about the vendor’s products and discuss industry best practices. In addition, Deltek surveys key leaders in the government contracting market on their operational, financial and management issues.

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