WorkBook Review

Product:
Vendor:
Founded:
Headquarters:

WorkBook
Deltek
1983
Herndon, VA

Ownership:
Customers:
Deployment Model:
Free Trial:

Private
22,000+
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

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

Budget & Expense Management?
Collaboration?
File Sharing?
Gantt Charts?
Mobile?
Task Management?
Time Tracking?

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:

JWT
McCann Worldgroup
GEHL Architects
Veritas
PeopleGroup

Grey Global Group
Mannov
happy&co
Adamsson Appelfeldt Advertising
Oticon

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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 – $24/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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