Grab a spot in my calendar before it is full to chat about the new and improved WorkflowMax, if it’s the right choice for you and how to migrate as smoothly as possible. Oh, and Bluerock are offering a 50% discount for 3 months if you sign up before 26 June, so that’s pretty cool!
Xero announced in March that WorkflowMax will be retired and no longer available to use from 26 June 2024. BlueRock has acquired the brand and is developing a new product called WorkflowMax by BlueRock which it expects to be ready for customers in early 2024.
There are also other job management apps you and your team can explore in the Xero App Store. Please note, there is no automatic migration to another software and it will be up to the business owner/account holder to decide which solution best fits their future needs.
Track and record all aspects of your jobs, from resources and time to costs and profitability. Experience seamless workflow management and gain valuable insights through reporting.
Reports are often one of the first areas where people notice a system isn’t working as effectively as it should. Consider the current reports you require and check that you can achieve the required outputs. I can help you work through the reporting requirements and bridge the gap between what you want and what you can get from the system.
Implementing a new system can be a major change for a company. People are naturally resistant to change. It is uncomfortable and slows us down when we need to think through a new process. I can help with making the change as smooth as possible.
Implementing a new system can be a major change for a company. People are naturally resistant to change. It is uncomfortable and slows us down when we need to think through a new process. I can help with making the change as smooth as possible.
Together we can give a presentation on the new system and show some screenshots of it in action. It is important for people to be able to ask questions and voice any fears or potential issues; it is part of the adjustment process.
Comprehensive on-site training is available. Travel costs are dependent on location and duration. It will be tailored to the specific roles and levels of interaction with different systems. For example, design assistants and admin staff can be given a brief 20-minute overview of how to enter time, record notes and provide status updates.
Project Managers and accounts staff will need much more comprehensive sessions, ideally with some follow-up sessions to address questions or process refinements as specific unusual scenarios come up
I can work with your accounts team or external bookkeepers/accountants to ensure the integration is as seamless as possible.
Support is only a phone call or email away. Even if you have “a silly little question”, please feel free to contact me for help. Often it is much quicker just to reach out rather than going through the frustration of trying to figure something out that you do not do regularly (like update a WorkflowMax print template).
“Guymer Bailey Architects has been working with Anita Gisch for the past three years, Anita introduced to the business to WorkflowMax. We have really appreciated Anita’s ability to listen to what our objective is with our in-house software needs, as well as how she has guided us through the benefits and limitations that we had, and overcoming this with a tailored approach and patience.
She operated as part of our team and has taken the time to audit our information in WorkflowMax data to establish the gaps and inconsistencies with our knowledge, working with this has been very valuable, not only at a Director level but for our Project leaders and finance team also.
With her assistance, we now have a solution that talks to the other systems that we have in place. Anita’s on-going support has been outstanding and very much required. Given Guymer Bailey experienced a period of rapid growth in the last two years. We needed to make adjustments with how we report data and the level that we can breakdown information.
We could not have done this without Anita. It has been valuable to be guided through how agile the software can be with an expert.”
“We went down a sink hole trying to tackle the integration of WorkflowMax ourselves. Then, we found Gisch Consulting and things got a whole lot simpler and a lot quicker. Anita saved us infinite hours in guesswork and immediately reduced our levels of frustration.
She understood our small business swiftly and took away the complexity of software integration. Anita is also a clear and patient trainer and developed easy to follow instructions for ongoing use. Thanks Anita.”
“Anita is a knowledgeable, practical, patient, trustworthy and highly responsive consultant in her expert field, with notably excellent communications skills. She navigates technical challenges for sophisticated clients and those with a lower skills base alike with ease, providing training knowledge that sticks.“
Ready to boost your SME's productivity? Let Gisch Consulting take the lead! Discover custom project management solutions built to fit your organization. Unlock the power of cloud productivity with my expert guidance. Get started today and revolutionize your workflow!
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