WorkflowMAX implementation and support

Manage projects, people and profitability with WorkflowMAX

WorkflowMAX is cloud-based job and project management software for professional services and project-based businesses. It brings quoting, jobs, time, costs, work in progress, invoicing and reporting together in one place, helping you gain greater visibility over project performance and profitability.

For growing New Zealand businesses that have outgrown spreadsheets or disconnected systems, WorkflowMAX can provide a more structured way to manage projects from quote through to completion.

As a Platinum WorkflowMAX Implementation Partner, BDO Digital can help you determine whether WorkflowMAX is right for your business, configure it around your processes and support your team through implementation and adoption.

Talk to BDO Digital about WorkflowMAX.

Is WorkflowMAX right for your business?

WorkflowMAX may be suitable if your business delivers work through projects, jobs, billable time or client engagements.

It may help if your business:

• Relies heavily on spreadsheets to manage jobs
• Has inconsistent project management processes
• Has limited visibility over project profitability or work in progress
• Finds it difficult to monitor budgets, costs or team capacity
• Manually transfers information between systems
• Needs more timely operational and management reporting
• Wants to connect quoting, job delivery and invoicing

Moving to an integrated job management platform can help create more consistent processes and provide a clearer source of information across your business.

Choosing the right platform depends on your requirements, existing systems and future plans. BDO can help you assess whether WorkflowMAX is suitable before you proceed.

What can WorkflowMAX help you manage?

• Jobs and projects: Create jobs, assign tasks, monitor deadlines and track actual performance against estimates from one central system.
• Time and costs: Record time and costs against clients, jobs and tasks to support project costing, billing and profitability analysis.
• Quotes and invoices: Prepare quotes based on tasks, time and costs, convert approved work into jobs and use project information to support invoicing.
• Profitability and work in progress: Compare budgets with actual results, identify potential cost overruns and gain greater visibility over completed but unbilled work.
• Resources and team capacity: Understand how work is distributed across your team, identify capacity constraints and plan future project resourcing.
• Reporting and insights: Access information about revenue, costs, margins, productivity, work in progress and project performance to support more timely decisions.

Why does implementation matter?

WorkflowMAX provides the technology, but its value depends on how well it is configured and adopted.

Job structures, workflows, rates, permissions, data and reporting all need to reflect how your business operates. Without a considered implementation, you may simply replace existing spreadsheets and manual processes with a system that does not provide the information or efficiency you expected.

BDO starts by understanding your business requirements and desired outcomes. We then configure WorkflowMAX to support the way your people manage work, rather than applying a standard software setup.

Why implement WorkflowMAX with BDO?

As a Platinum WorkflowMAX Implementation Partner, BDO Digital combines platform knowledge with wider business and digital advisory experience.

We can help with:

• Business requirements and process review
• Solution design and WorkflowMAX configuration
• Job structures, workflows, roles and permissions
• Data preparation and migration
• Integration with accounting and other business systems
• Testing and implementation readiness
• Employee training and adoption
• Go-live support and ongoing optimisation

Our broader BDO Digital capability means we consider WorkflowMAX as part of your wider technology environment. This includes how information moves between job management, accounting, reporting and other business systems.

We focus on creating a solution that supports your people, processes and business goals, not simply configuring the software.

Already using WorkflowMAX?

BDO can also help if you already use WorkflowMAX but are not getting the visibility, efficiency or reporting you expected.

We can review your current setup, identify process or configuration issues and help improve workflows, reporting, integrations and system use across your business.