Plan now to Migrate by 30 June!
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 30 May, so that’s pretty cool!
Stay in control of your job management
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.
Change Management
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.
Training
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.
Accounting Integration
I can work with your accounts team or external bookkeepers/accountants to ensure the integration is as seamless as possible.
Support
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).
Book a Free Consultation
Are you a current/previous client wanting some support during the migration?
Are you just discovering me now and what to know if and how I can help?
Book a free Session and let’s make a plan!