TANGRAM invites you to their event

WTF is the Client Portal and how can it improve workflows?

About this event

Ever find yourself buried in client emails, chasing approvals, or wondering if they actually saw that last update? The WorkBook Client Portal can help you set up automated, repeatable workflows that streamline communication and cut down manual follow-ups. 

In this session, you’ll learn:

  • What the Client Portal is and how it simplifies communication between teams and clients
  • What your client will see and be able to do in Deltek WorkBook
  • The key features that support faster approvals, clearer requests, and fewer emails

Who should attend?

  • Operations
  • Client Services
  • Technology leaders

Hosted by

  • Team member
    T
    Kye Hush Senior Consultant @ Tangram

  • Team member
    T
    Kat Grinter Consultant @ Tangram

TANGRAM

TANGRAM is an independent consultancy specifically set up to help creative businesses. Having spent years inside these workplaces, we understand the challenges that can come up – from revenue reporting to timesheet compliance. Our job? Helping sort these issues out.