WorkBook Review

You can see your pipeline forecast for the next 12 months

WorkBook offers a complete CRM and dashboard like pipeline forecasting module, that enables its clients to see what potential projects are close to being signed.

You can see your profitability on each individual client and project

You can run your profitability reports on many different sets of data and you can slice & dice the built in reports exactly like you want.

You can see your P/L and balance sheet reports and run project accounting in one system

With WorkBook, you can run your P/L reports and balance sheets as well as have a full financial overview on your business using only one system.

Faster Implementation – In 2012, Client X needed a software solution for their 12 office locations and 550 users, that could streamline their time sheets, resources management, project management and administrative processes. After two demos in two weeks they chose WorkBook. WorkBook was implemented in less than two weeks after signing, starting off in Dubai. It took about 1½ months to roll out and train the entire staff.

Everyday Life – Client Y is known and honored for their groundbreaking work throughout the world between social challenges and architecture. Their aim is to create better cities in the form of living and human-oriented urban space that emphasizes a varied and diverse life. Client Y has used WorkBook project management and financial system since 2008. “The need for a professional system rose as our business grew. In 2008 we reached a realization that we could no longer get by with more or less self-composed systems and various spreadsheets. We needed a system that helped us improve project management and not the least time tracking. The system is uncluttered, user-friendly, and easy to use. The implementation of the system was easy and painless and we quickly got started. Shortly after we decided to add WorkBook’s financial system, so there was the possibility of full integration between both project and finance. The financial system is a good fit for us. It has the features and capabilities we need. So WorkBook has become a part of our everyday life.”

Streamlining – Client Z needed a software solution that could streamline their project management and administrative processes. They recognized the need to find a solution that could handle their rapid growth, give them greater control of their business processes, and integrate with their existing finance system and 13 years later they still run on WorkBook. “WorkBook helps our processes run smoothly. It reduces the time spent on reporting and data management while preventing any mishaps. I can always pull the latest statistics and data when I need it. I believe that we’ve been able to reduce our administrative operations by 50% since we adopted the system. To the best of my knowledge, it’s the best solution in the market – no other system delivers the same competencies.” Considering the size and architecture of Client Z as a company, it is vital to have a system that allows full transparency in client management and project accounting. “The system allows good accessibility to files and company resources – enabling us to share them across the agencies. WorkBook is favorably adapted to our business – project management. But it’s also easy to use for others. Even our creatives can use it. Our creatives are always very busy but not always very structured. WorkBook helps them manage their time, register hours, and book their schedules in an efficient and systematic way.”