WorkBook Reviews

Extraordinary tool with good support

Reviewed on 2015/05/27

We've been running our consulting and accounting business for over 20 years. Most of the time we used various project management, time tracking and billing systems. Last year we decided to introduce WorkBook and replace the previous system we used.

As we knew what we needed, the implementation was fast (approx. 5 working days). The new solution was easily accepted by all people in our organization and we didn't experience any challenges in this area, opposite to previous systems.

Some features that were important for us:
- multi-language interface,
- invoicing in many currencies and languages,
- direct access to the database allowing easy creation of own reports and integration with other systems we use,
- easy administration,
- ticket system for quality management system,
- conversations that are very useful not only for communication, but also making reports of the minutes and tracking various project activities.

When we started using the Polish interface we found many translations inaccurate or even funny. We were not very happy about it, however the translation tool allows us not only to adjust the translations to the Polish language, whenever we find a mistake, but also to the nomenclature we use internally.

The only thing we miss is a wiki module that would allow to describe the internal processes and tracking their changes.

The customer service answers very fast, what is not to overestimate these days - 5 stars in each category.

Good, robust agency software

Reviewed on 2017/02/15

We are a full service marketing agency who started using WorkBook in the last year. The software has been great at addressing a lot of our project management needs such as resource scheduling and project timelines and management.
We started using the software in the midst of their transition from V8 to V9 which made implementation a little difficult, as we had to switch between two versions and ran into product bugs. However, since the release of V9 a lot of those initial issues have been addressed and we run into much fewer issues now. The software is very robust so implementation can be daunting, but our implementation specialist and the support team have been great throughout the whole process.
We've noticed a big difference in a lot of our internal processes since switching to WorkBook and I would recommend the product to other agencies and companies that are looking for a project management solution. The software has a lot of other capabilities beyond project management including a CRM, which is one of the key reasons we chose WorkBook over other project management platforms.

Top notch features. Perfect project management tool for agencies.

Reviewed on 2015/05/08

We have been using Workbook for years. Heavily used others in the past. Nothing like it. When we chose them, I looked at their client list and was impressed.. big agency names and there is a reason for it. Researched on the other side of the pond to find our tool. Investigated small and large agencies and the response was pretty much unanimous: Workbook.

Pros: Clean nice looking and elegant. Offer modular pricing and easy to adopt solution. VERY easy to implement as their team will actually spend time with you and do it for/with you to ensure that you are set from the get go. Really works from day one. Great Todo all customizable and easy project management tools for the agency folks.

Simple interface. Mobile apps. HTML5 looks great with kanban task view an mobile access. Simplified CRM (we got rid of SF), project management & accounting. A few weeks realistic to implement. Awesome team too and they developed custom features for us.

Cons: Occasional Danish word in the interface. Limited custom reporting. Dashboards and expense app not ready yet. No custom widgets.

Complete but NOT complicated

Reviewed on 2012/10/11

I advice to use this system as a complete management platform for any services company (e.g. from 10 to 200 users).

You can reach me if you need any information!

Great tool to cover the whole business cycle of a project driven organization

Reviewed on 2015/05/27

We have just gone live following a lengthy implementation process so my experience is limited. What is clear from start is that this is a very complex and comprehensive platform that enables us to manage most of our processes around projects: pipeline, quoting, resource allocation and usage, time sheet recording, measuring effectiveness, recording expenses, purchase orders, invoicing, keep track of profitability in a granulated view - in short: a tool that gives you the valuable sense of being in control.

Good PM tool, poor Sales and CRM

Reviewed on 2015/05/08

Pros - easy to use by basic users and project managers
Cons - inflexible reports; not enough focus on the sales tool - the sales people can't properly keep track of their sales (Pipeline); too many interdependencies that sometimes make working with it a hassle; the use of Silverlight on non-windows operating systems; not enough integration with all web browsers (on Firefox - the fan goes balistic, on Safari - I cannot scroll, on Chrome it doesn't work);

Can be complicated without training

Reviewed on 2018/03/08

Time tracking at work

BEST AGENCY SOFTWARE EVER!

Reviewed on 2015/06/22

I've been working with Workbook for a decade and implemented it at several agencies. It's by far the best end-to-end software in agency management today both in managing projects, resources and finances.

Very good product! all in one place

Reviewed on 2015/06/14

After a long search in a sea of options we have found all we were looking for in one place.
Super convenient and allows full visibility and traceability.

Very good product, recommended!!!

People can rely on this software.

Reviewed on 2015/05/29

It's user friendly. People can quickly rely on this software. It's dynamic but not complex that much. Its customer service is quick responding and reliable.

Overall i believe Workbook has great potential, but we have not been able to harness it yet.

Reviewed on 2015/05/06

Workbook does a great job of collecting user data, but is weak on reporting. I feel there is a wealth of info, but unable to unlock it. We have struggled with the 'exceptions' - correcting user errors, subscriptions. Finance module is unusable in its current state.

The tool that best adapts to our needs, very difficult to implement

Reviewed on 2020/06/09

That the team is familiar with the infinity of options that it offers you is an impossible task, and although the consultants have been very friendly, we are not managing to integrate the tool into our daily life.

Workbook: Project & Hours Tracking

Reviewed on 2019/07/30

Ultimately, the software was mostly used for tracking hours on tasks and assigning them to the right client. But it could get tedious depending on how many clients you have or if a client had subproject codes which necessitated using dozens of rows to track keep track of hours and billing. However, this would be more agency and client-specific issues. As a task and hour tracker, it gets the job done.

Waiting for the promised UX / performance improvements

Reviewed on 2019/08/28

I still see the huge potential of this tool, but am not sure when in the future we will be able to realise the true potential

I love WorkBook!

Reviewed on 2018/11/07

We have created more efficient business processes, reduced our dependence on emails and paper, and are now able to capture time entries for everyone in our company.

Simple and straight way of working with projects

Reviewed on 2015/05/27

In fact so simple that I begin to question my own business also is simple in the way we work/face our clients :-)

"Ease of use" rated as 3 due to a lot of new functions witch I have to be familiar with.
WorkBook 8 is browser-based and do not have the same speed/response time..It´s annoying to double-click in the fields all the time.

Customer Service is 1st class, but miss the old online WB-Support function witch have many topics as fx. "to do at year end", "Setting mileage rate" a.s.o. ...and it was written in Danish !

Using WorkBook is the only way to run a successful agency.

Reviewed on 2015/05/27

Having used dozens of different pieces of software, I am very grateful that I have finally found WorkBook. It is a fully integrated solution that includes CRM/Pipeline Management, Collaboration, File sharing, Client Portal, Project and Resource Management and built in Finance & Accounting module. All this in a very simple and intuitive user interface.

The key to running a successful agency is having the management information available in real time to make decisions. WorkBook achieves this brilliantly!

Workbook - just works.

Reviewed on 2012/09/25

Right information, at your hand, enabling you to react to the good of the projects, your people and your bottom line.

Excellent PM tool with all things integrated

Reviewed on 2015/05/13

WorkBook is a great all-in-one solution and there is nothing like it on the current market.
We used to have multiple systems for different departments, but WorkBook has everything integrated. We now have time tracking, project management, resource management, budgeting, forecasting (incl. pipelines), CRM and all finances in WorkBook. We are in the process of setting up the also-integrated support system.

The WorkBook implementation team helped us get started and customized everything for us. We were up and running in three weeks! They were also good to implement features that we need for our projects.

Cons are the limited reporting in finance, but you can export everything to Excel, so we just manage the data ourselves. It's also a bit hard to get started and get to know the system (even though training is part of implementation), but once you get the hang of it, it's all pretty straight-forward.

Tons of features - I would definitely recommend WorkBook to everybody! But the best part is that you only pay for what you need!

Easy workload planification

Reviewed on 2020/01/31

Easy overall visibility on the workload of a team. Easy modifications to the planning daily.

Workbook is ideal too to manage the profitability of your services business

Reviewed on 2012/10/16

Workbook is a great product that will suit the needs for most sized marketing and communications companies. It is easy to use and easy to implement. A great tool for managing your business

Flexible yet standardized system

Reviewed on 2015/05/27

We were looking for a system that could support our growing company, number of employees and costumers. It had to be easy to use, easy to maintain and easy to update.

Workbook gives us a system that gives us all that we need at a fixed price - and there's no hidden costs in expensive updates that takes days to set up.

At times we get great ideas for new functionality (at least we think so ourselves) and very often we get a quick reply that Workbook also finds it's great idea and develops a solution for all users of Workbook. We find that's one of Workbooks strongest advantages - it's not only Workbook who develops and improves the system but also the users.

Workbook is designed for my kind of job

Reviewed on 2015/05/27

As an account manager in the advertising-very-hectic-business it is perfect to work with Workbook - it gives me a complete overview and structure in my daily worklife. I have all information gatheret, because my server talks to Workbook and automatically creates maps etc.
And whenever I have a problem or a question the support always gives me speed of service.
My best recommendations for Workbook :-)

Powerful yet simple project management office suite

Reviewed on 2015/05/27

I have used WorkBook v8 and I will share my opinion:

Pros:
+ Very intuitive and fast-to-use interface
+ Integrates nicely all the process: from registering a sales lead to controlling the delivery of a project
+ Powerful resource management (people availability & assignments)

Cons:
- Until now, the interface was Silverlight, now it is going to HTML5

Indispensable software to use for an effective working day in the consulting industry

Reviewed on 2015/05/29

For many years WorkBook has been Peoplegroup's anchor to structure our work, and it have contributed to a thorough and valuable input about our company's current status and expectations for the future.
Specially the many types of profitability reports gives us an exact picture of all aspects of our business that allows us to keep our high standard.