WorkflowMax

It does what it says on the tin. Work-Flow-MAX

Kommentare: I am the director of Right Brain Insights, and CFO for a company called T3 Group – T3 Facility Services Pty Ltd. I help SMEs use data to clarify their strategic direction and boost their business performance. In the case of T3 Group, that’s what we’ve been able to do with WorkflowMax. Eleven months ago, the only thing that could be vaguely understood was total sales to a client. However, in order to understand the cost base and truly drive profit, and link it back to our goals, we needed to be able to break down jobs, and their cost, as well as give the guys one site and the guys in the office something that could allow them to be far more efficient and far more effective at what they needed to do. We looked at WorkflowMax, GeoOp and Connect2Field. WorkflowMax is just a standout, across these in terms of its reporting, its connection with Xero, and its detail. We needed to have really good insights over our cash flow going forward. We use WorkflowMax to strip out a pipeline, so we can see cashflow into the future based on job activity. Our target used to be $50,000 a month, it’s now $325,000 minimum and rising. We would not have been able to hit that growth without WorkflowMax. There used to be a fairly substantial lag in invoicing. It used to be around a 14-day delay from the end of a job to actually invoicing it. That’s come down to basically 24, at most 48 hours. We pretty much invoice as soon as the job’s finished. That’s been a really, really tight process and something that’s really cool when you link WorkflowMax to Xero. In January our accounts receivable days was roughly 65 and our accounts payable was roughly 40. We’ve now switched that where our accounts receivable, on average, is about 45 days and our payable is about 48. So being able to switch that and stay on top of it has had a really, really powerful impact. We’re just becoming more organised. So we are doing things far more efficiently. We are, through a system like this, becoming more account

Vorteile:

- Customised reporting & data fields - Real-time tracking - Xero connection - Pricing (so much cheaper than GeoOp & Connect 2 Field at the time we researched) - Backed by Xero

Nachteile:

- Dashboard design. Could be cleaner, maybe customisable - Not life or death, but stronger connection on the cost side. i.e. 'spend money' type transactions linking to Xero.

WorkflowMax WAS my favourite system to use

Kommentare: When it was active, WorkflowMax was the absolute gold standard for project management software. It will be sorely missed, as WorkflowMax by Bluerock just doesnt meet the same standard currently.

Vorteile:

Working in finance, it's best feature was the seamless syncing to Xero. It made processing invoices and purchases a breeze. It's timesheet and job management functionality was, for the most part, also fast and simple to understand, which made implementation to less technically savvy staff much easier than it could've been.

Nachteile:

It could sometimes be a bit convoluted, such as having three separate ways to enter timesheets. It was also not actively updated towards the end of it's life, but this was for obvious reasons.

Not perfect, but good enough

Kommentare: Even it is not perfect, but it is good enough for our IT services and business consultants.

Vorteile:

It is a useful tool to track our part-time employees' jobs, timesheets and to send invoices and purchase order requests

Nachteile:

Its functions only meet 90% of our need.

Very easy to reconcile project costs!

Vorteile:

Our project co-ordinators were able to easy input their project costs into the software. The software is easy to follow. I had minimal issues with confusion with the software.

Nachteile:

Unfortunately the software doesn’t always calculate GST correctly. If costs in the invoice were not subject to GST, the software had problems correctly calculating the GST.

Ideal for organisations looking for large scale project and financial management

Kommentare: Brings detailed project management workflows while offering portals and features that manage both the financial records and client facing invoices

Vorteile:

Offers the benefits of both handling the financial and project management, this link is valuable for our company to monitor the integral efficiency of our organisation

Nachteile:

A greater app integration list would benefit this platform