About this event
A clear, consistent briefing process is key to successful project delivery. Join us as we walk through the Briefing module in Deltek WorkBook, including how to configure templates, manage client approvals, and embed the module into your end-to-end project workflow.
In this session you'll learn:
- How to confidently navigate the briefing module
- How to streamline and standardise your process with briefing templates
- How to capture and track client approvals directly in WorkBook
Who is this session for?
- Account/Project Managers
- Creative Directors and Team leads
- Client Service Teams
- Production and Traffic Managers
Hosted by
-
Team member
Kye Hush Senior Consultant @ TangramT
-
Team member
Kat Grinter Consultant @ TangramT
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.
