WorkBook Review

Product:
Vendor:
Founded:
Headquarters:

WorkBook
Deltek
1983
Herndon, VA

Ownership:
Customers:
Deployment Model:
Free Trial:

Private
22,000+
Cloud, On-Premise
Yes

Product Overview

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.

An end-to-end project management system that easily organizes resources and projects to boost efficiency and performance.

Features

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.

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

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 10 of its clients below:

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Implementation/Integration

WorkBook offers implementation services when you sign up for its solution. The vendor will connect you with an experienced consultant to accelerate the deployment and adoption of WorkBook, and help you determine the exact requirements for your project management system.

Implementation is typically completed in three weeks, which includes training and importing data from a legacy program. But the total time frame depends on the types of features selected and how many of them are included in your subscription.

WorkBook can be integrated with Microsoft Business Solutions, SAP, Google Mail and Calendar, Microsoft Outlook, MagPeople, Dynamis AI, Readsoft, Active Campaign, Google Drive, Dropbox and more.

Customer Service & Support

WorkBook strives to make its customers a priority by answering support questions within 24 hours.

The vendor offers free training sessions every other month at a location in Copenhagen, Denmark. However, if clients aren’t in the Copenhagen area, all of WorkBook’s authorized partners offer training sessions for new users around the globe. To get information about these training sessions, contact your local partner.

Pricing

Under a Software as a Service (SaaS) business model, WorkBook allows you to choose which tools will meet your company’s objectives and goals. With its “a la carte” pricing, you’re able to pick specific modules to include in your subscription, which keeps you from paying any more than necessary.

We’ve listed what’s included below:

Basic Plan – $19/month per user (30 user minimum)

• Time sheet with iPhone app
• Customer and project management
• Collaboration and notifications
• File sharing
• Calendar and email integration
• Mileage, expense and material entry

Advanced Plan – $25/month per user

• Finance and accounting
• Price quotes
• Invoice and purchase orders
• Invoicing and billing
• CRM and pipeline
• Gannt charts and resource planning
• Customer portal
• Subscription billing

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Shortcomings

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

Screenshots

About

With a silver competency from Microsoft, WorkBook has been helping all types of companies around the world effectively organize their resources and projects since 2001. It’s listed in the top 15 project management solutions by project-management.com, and it’s headquartered in Copenhagen, Denmark.

WorkBook is built on the following values:

• Take responsibility for quality
• Deliver customer satisfaction
• Practice leadership as a company and individuals
• Act with integrity
• Respect the value of employees

WorkBook was acquired by Deltek in 2017.

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