Tag Archives: WorkBook

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“These dashboards are addictive”

Don’t just take our word for it – take it from our clients!

Comprend + Project.BI

Comprend, a digital corporate communications agency with offices in Stockholm and London, are taking full advantage of Project.BI’s solution.

Staffan Lindgren, CEO @ Comprend, states:

“The pre-defined dashboards and data visualization graphs are spot on for helping us not only understand the data, but also explain and drive our agency in a much better way.”

Project.BI is used by the management team, finance and client leads to gain insight in everything from employee productivity to client performance and even group reporting – Staffan adds:

“In a creative, tech and communication agency numbers and administration is always second priority. Project.BI makes all our many data available and visible in a practical way. We use them every day to drive our business forward.”

Want to see demo and give it a try for free? Reach us at sales@project.bi


New features!

Here’s the latest product news from Project.BI, available from November 12th.

New framework for Net revenue forecast

Throughout the system, Project.BI now operates with a solid, standardized framework for presenting forecasting of Net revenue. The framework consists of these fixed building blocks:

+ Actual revenue

+ Confirmed backlog

+ Pipeline

= Total Net revenue forecast

Following this new framework, the ever important “Net revenue” dashboard has been re-designed to optimally illustrate the progress towards obtaining Net revenue budget for the entire fiscal year. Including of course still very valuable drill down to Account manager and Client level. The main widget on the Net revenue is an effective way of displaying accumulated revenue against yearly budget target:

With the new design, “Net revenue by AM” is no longer needed as a separate dashboard and has hence been removed.

It is to a wide extent possible to control how WorkBook data are counted in the categories “Confirmed backlog” and “Pipeline” via these settings:

“PM overview” has been re-engineered and re-named to “Job status”

Jobs with potential overrun and billing issues needed some more love and attention. This has led to two new widgets focusing on just this and dominating the dashboard. In a supplemental grid, it is easy to look up details on the single job. Furthermore, a grid dedicated to pointing out task issues will very soon be added.

“Planned client billable time – next 3 months”

On “Time distribution” dashboard, a new widget has been added: “Planned client billable time – next 3 months” (including current month). The layout is fixed to display departments on level 1 – with drill down to staff members on level 2. Data are based on resource bookings on client, billable jobs (as well as time entries in current month).

Logo upload

Upload your company logo here:

Which will then display on the “Home” screen:

Important note: To be able to upload a logo, you need to have a role that allows for “customizing the application”:


Project.BI now supports consolidation of multiple companies and currencies!

Another important framework piece is now in place: 3 new dashboards dedicated to deliver consolidated reporting of multiple companies! Providing an easy read on total group performance and how individual companies contribute hereto – in the well-known areas of Staff-Clients-Finance.

A supporting feature is the ability to dedicate a fixed color to every company – making them easily recognizable in the dashboards at all times.

“Company groups” can be setup flexibly and with no limitations. One group is very likely “All companies”, while another group could be “Nordic”, “North America”, or similar. Simply choose the group in scope, when looking at the dashboards.

Currencies

To facilitate consolidated reporting, you can now also activate one or two currencies, that can be used for cross company reporting. So-called “shared currencies”.

Shared currencies can also be used on the dashboards showing single companies – as a supplement to showing in base currency.

Access

Once you’ve completed the configuration, make sure to give relevant users access to the dashboards.


Former WorkBook partner joins Project.BI

Thomas Bolvig Amorøe – former CFO and partner at WorkBook Software joins Project.BI as COO, Chief Designer, and partner.

Thomas has vast experience from the advertising industry, having worked as CFO for 10 years in a large danish agency before joining WorkBook Software as partner. At WorkBook Thomas served as CFO and as a part of the management team, he was a key factor in scaling the company leading to its acquirement by Deltek in 2017. Thomas has worked with more than 100 agencies as a WorkBook consultant and has been a big player in the continued product development of WorkBook lastly working as product manager.

Kenneth Weesgaard, Project.BI CEO says:

“Thomas is a fantastic addition to our team! I know him well from our mutual time at WorkBook. He brings managerial weight and experience from the SaaS world, which will be instrumental to our future scaling of the company. And he knows the advertising industry better than few, which will help us continue the product development, where Thomas will be responsible for the overall design and roadmap.”

Thomas Bolvig Amorøe, Project.BI COO says:

“I’m so happy to join the Project.BI journey. What a fantastic piece of software that should thrill all agency managers out there.”

Please join us in giving a warm welcome to Thomas!


Disrupting the outdated business model for BI and dashboards!

”Business Intelligence” and ”Dashboards” have been buzzwords for many years now. Appealing to everyone, but when it comes down to it, almost no one have it! How can that be? – your next question might be.

Because implementing Business Intelligence the old school way is quite demanding:

  • You need to design all the content and KPI’s yourself – from A-Z
  • External consultants are needed to understand data, retrieve them, shove them into a data warehouse, and finally setup the presentation layer
  • All right – back to designing again, now that you know more about the data
  • Extensive project management needed
  • And yes, as with all software projects, extensive testing needed during the entire process

See for instance these articles highlighting the challenges:

In other words: Business Intelligence projects are costly and come with a big risk of failure! In effect making it unavailable to most companies.

Knowing the value of dashboarding and Business Intelligence we believe this is an outright shame. Which is why Project.BI have set out to disrupt the outdated business model and deliver a plug-and-play suite of beautifully designed dashboards at an affordable price.

Naturally, this cannot be done across all types of companies and industries with the same suite of dashboards – we have chosen to focus on the needs of advertising agencies and similar project-driven businesses.

Hopefully, software developers out there will deliver standard dashboards to other industries – every company deserves to have up-to-date and professional reporting!

In the advertising industry, we are starting with delivering BI to Deltek WorkBook clients. Check out https://project.bi and get started with your free trial today!


What is Project.BI?

Business intelligence for project driven companies! It’s as simple as that – our mission is to provide the best insights to the advertising industry.

Our team has a background in ERP software and advertising. We have often wondered why you have so many great ways of inputting the data, while the output often lacks – it’s complex and confusing, disconnected and looks terrible. With that in mind, we have set off on a journey to deliver a plug-and-play business intelligence solution, that gives a cool and clear visual overview of your companies’ key metrics.

Business intelligence for Deltek WorkBook

Project.BI provides business intelligence to Deltek WorkBook and enables you to visualize reports with dashboards. It’s designed by industry experts, based on best practise reporting and build be tech savvy people. We have done all of the big thinking and hard work, so you can sit back and relax knowing you’re on top of your company’s KPIs.

Project.BI automatically fetches data from WorkBook, transforms it to your data warehouse and presents user friendly and awesome dashboards. It’s powerful business intelligence with a simple plug-and-play solution!

We help you crunch the big data in your WorkBook solution, that enables you to make the right decisions – on time! Project.BI saves you valuable time by not doing manual work in Excel, so you can focus on your core busines. And it boosts employee performance and reveals the truth about your clients and jobs.

Interested in our solution? Check out https://project.bi or send an email to sales@project.bi

We are super excited to finally announce that Project.BI is here!