Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Designed exclusively for professional services firms, this solution aims to enhance productivity, foster collaboration, and drive profitability. At the core of your business are the people and the projects they handle. This is precisely why Deltek developed Vantagepoint, a robust and user-friendly platform that facilitates the management of projects from inception to completion. Deltek Vantagepoint offers a comprehensive view of your projects, consolidating client, project, and financial information into one accessible location. This integration supports the ability to make informed tactical and strategic decisions, leading to a more efficient, productive, and profitable organization. Manage all project-related data in a centralized hub, encompassing everything from pursuit and proposal stages to planning and financial oversight. Achieve visibility throughout your organization, guiding projects from their initiation to their successful completion. This platform not only provides actionable insights for better decision-making but also promotes teamwork and collaboration through a unified tool, while delivering a streamlined and intuitive user experience. Ultimately, Deltek Vantagepoint empowers your team to work smarter and more cohesively.

Description

Crafted by industry experts, Deltek WorkBook serves as a comprehensive management solution tailored for agencies, offering effective strategies to foster growth. By simplifying the management of projects, personnel, and finances from start to finish, WorkBook enables you to concentrate on client needs while making informed decisions for the future, ensuring enhanced control, insights, and visibility whenever required. Additionally, by integrating Deltek ConceptShare, you can effortlessly incorporate online proofing into your project management processes without sacrificing essential features. Moreover, with the Deltek Power Launch implementation, you can rapidly adopt WorkBook’s tailored, role-specific configurations, further enhancing your agency’s management capabilities. This all-in-one best practice solution streamlines projects, resources, and finances, paving the way for your agency's growth. By refining project management and resource allocation, you can significantly elevate productivity and improve overall utilization rates. Embrace this innovative approach to agency management and witness the transformation in your operational efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Synatic
ActiveCampaign
Dropbox
FMIS Asset Management
Flexspring
GoSimplo
Google Drive
Google Workspace
Longview Tax
Matidor
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Project.BI
Replicon
SAP Financials
SkyStem ART
Storagepipe
Sympa

Integrations

Synatic
ActiveCampaign
Dropbox
FMIS Asset Management
Flexspring
GoSimplo
Google Drive
Google Workspace
Longview Tax
Matidor
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Project.BI
Replicon
SAP Financials
SkyStem ART
Storagepipe
Sympa

Pricing Details

$30.00/month/user
Free Trial
Free Version

Pricing Details

$19.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Deltek

Founded

1983

Country

United States

Website

www.deltek.com

Vendor Details

Company Name

Deltek

Founded

1983

Country

United States

Website

www.deltek.com/en/products/project-erp/workbook

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Product Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Alternatives

Cyanic Job Book Reviews

Cyanic Job Book

Cyanic Automation

Alternatives

Copper Project Reviews

Copper Project

Element Software
eSilentPARTNER Reviews

eSilentPARTNER

The Medi Group