Avis clients sur WorkflowMax

Value for Money Time and Project Management System

Commentaires : As Certified Implementation Partners, we have implemented and trained WorkflowMax for over sixty clients in the UK. Industries have included Creative Agencies, Architects & Engineers, Ecologists, Training Companies and General Consultancy firms.

Avantages :

WorkflowMax is highly flexible and every client will tend to use it slightly differently. Some of the key things our clients like about WorkflowMax 1. Easy time entry - Especially the weekly time grid where you can then easily track who has/hasn't submitted time if using the 'Submit Time'sheet' feature. 2. The ability to develop attractive quotes and proposals. 3. Being able to pull processes and systems together in a centralised location. Often clients are holding project information in lots of different locations/spreadsheets around the office. 4. Huge flexibility through the custom reporting and being able to quickly see Project Profitability. 5. 'Talks' nicely to Xero your Accounting Software, sending through invoices and supplier invoices. 6. Great Value for Money when taking into account the breadth of features.

Inconvénients :

1. Capacity Planning. There is a Staff Availability grid, but time must be clearly allocated to staff and tasks for this to provide meaningful and accurate information. 2. Expenses Tracking. There are various options for Expense Tracking such as bulk purchase orders, but could be clearer and easier to use.

WorkflowMax is very user-friendly

Commentaires : I am the Director of Melbourne-based commercial fit-out and property maintenance company, Symmetry Commercial. After migrating from MYOB to Xero, we were looking for a work scheduling and quotation software, and that’s when we discovered WorkflowMax. For us, the beauty of WorkflowMax has been creating a really tight process around purchasing and sending online purchase orders. Typically, paperwork goes missing, emails go missing. But now it’s so much easier; we can just log on and see all the information in one place. If we need to re-submit a quote or a purchase order, it’s all there. The biggest thing for us is the quotation side of things. What’s terrific is that this information then feeds directly through to Xero to create an invoice, which cuts down on invoicing time. Functionality was a focus for us; we didn’t want something that was going to be too difficult to use. But WorkflowMax is very user-friendly; we’ve had new people start here and it’s been really easy for them to pick up. WorkflowMax has been great for us in the sense that it has got so much scope. We were looking for something that could grow with us; as the company grows we can actually expand our use of the system. WorkflowMax is only going to get better for service-based industries because they are specialist to that particular type of software. When our business goes to that next level, and we have got more people out there doing project estimating, then I know there are those functionalities within WorkflowMax, and it’s something that we’re excited to explore.

Avantages :

- Inexpensive - Programmers are constantly improving WFM - Seamless compatibility with Xero - Easy to use and intuitive. Easy to train new comers on.

Inconvénients :

- Would prefer if it was a bit more Building/ Construction industry centric

Dont use if quoting is important

Avantages :

It's OK for tracking jobs once the quote is accepted, and links with Xero quite well. If you have a simple business it'll probably be OK

Inconvénients :

Despite repeated requests, WFM is not interested in improving this side of the product. WFM cannot handle multi-line itemised quotes, is slow to use and has very limited functionality. While you can add profiles, and append them to orders it insists on blending all the profiles in together, making itemising a messy, manual process. The cost is OK, again if you have a simple business. Don't try to imagine that these costs are anything like inventory. It is basically a free text field. Tasks can't be combined with costs, so you can't organize complex jobs at the quote stage. I believe you can do more in jobs, but this is handling the data twice. I am searching for an alternative and will be gone as soon as possible. The biggest thing keeping me using it is that I spend 40+ hours doing 20 hours worth of quoting and run out of time to search!

WorkflowMax has changed the way we work

Commentaires : I’m a Partner at Greengage - a London based sustainability and environmental consultancy providing advice to a range of different clients on how they can integrate sustainability into their core operations as well as making their developments more environmentally responsible. We used to employ a cumbersome system of spreadsheets for time & project management that would often involve duplicate information. It was not a system we could use to generate meaningful information about how much cost had gone into a job, or how much time or budget we had left and how we we were tracking a fee. When we switched to WorkflowMax, I was surprised how easy it was to get started. All our staff found it very simple, intuitive. The online video tutorials and the support team helped us immensely by answering all of our queries. WorkflowMax provides us the opportunity to run our own reports with a very powerful custom report builder in a very easy and intuitive way. As a consultancy, its having that information in hand to be able to go back to clients where we are with individual projects. The way WorkflowMax enables us to tailor the information has saved us 70-80% of the time we used to spend on that system. In terms of return on investment, WorkflwoMax is a no-brainer. We can recoup the invest on a monthly basis by just having one more hour of consistency. As a business owner, WorkflowMax makes my life easy by having all the information in one place - so we can see where we are at in terms of projects, we can see who is working on it, we can see where we are with invoicing, we can see how much money in the budget is left over and much more.
There is less admin involved in the business now. WorkflowMax has given us an unfair advantage to stay ahead of our competitors. Highly recommended for forward-thinking service businesses.

WorkflowMax is working for us

Commentaires : "WorkflowMax has been like someone turning the light on for our business.
We knew our old software wasn’t giving us the information we needed to know whether we had been profitable on each job. Manual costings were so labour intensive we didn't tend to do them very often. Now at the touch of a button WorkflowMax gives us a profitability report on each job which is amazing. We share this information with our staff, who really take ownership of the job to ensure good profitability.
This and other reports in Xero help give us the information we need to make decisions within our business. Forgive me if I am starting to sound a little bit evangelical, but the change to WorkflowMax really has had a dramatic impact on our business, and put us back in the driver’s seat, linking through to Xero and giving us all the information we need. Guided patiently by the team at Equation we undertook a seamless transfer over to WorkflowMax and Xero. Bonnie was able to understand our business and how we needed Work Flow Max to work for us. She ensured we set up and customized WorkflowMax correctly to meet these needs. Not only is Peter May Ltd is a canvas fabrication but a marquee and event hire business. Bonnie has set WFM to cater to both sides of our business."

Avantages :

Good management of jobs, and costs.

Timesavings for billing and quoting

Commentaires : At Jones Business Solutions we used WFM to move off MYOB Time Billing - conservative estimate that saved around 10-12 hours each month with invoicing. Even better now to have the Tax Practice - previously used an excel template for financials - the combination with WFM, Xero and Spotlight Workpapers is sensational for a small Tax Agency like us. WFM Support is prompt and helpful and we love WFM so much we now regularly implement and support other businesses wanting to get the max out of job costing and reporting. Have tested other similar systems and yet to see something that stands out for a comparable price.
We have used since 2011; we operate in a virtual office and users are both employees and contractors.

Avantages :

Timesavings for billing and quoting Seamless integration with Xero Tax practice version - auto synch with IRD Good functionality with reporting Brilliant for our virtual office

Inconvénients :

Work arounds needed for retentions - but to be fair not really designed for construction industry - but it can work Not too much else that is a problem - especially for the price

the best thing about WorkflowMax is the payroll system

Commentaires : I’m the office manager at SA Construct, a construction cladding company in Adelaide, Australia. Previously Payroll used to take a whole day, now it only takes a hour. The time saved is just massive. We enter all the supplier invoices into WorkflowMax as purchases, and then convert them into a supplier invoice. We enter about 100 supplier invoices every month into WorkflowMax. They all go into Xero − perfectly. Once a month, I do invoicing through the job, and create sales invoices − they get seamlessly transferred into Xero just as well. The integration between WorkflowMax and Xero is as seamless as it can get. We create the invoices in WorkflowMax against each job, and they automatically go into Xero − perfectly. All the information within an invoice is seamlessly transferred, so we can we see in Xero which jobs they relate to. For me, the best thing about WorkflowMax is the payroll system. All the guys out on site enter their time straight into WorkflowMax, and I’m able to just use the totals of their hours at the end of the month. It’s a really good organising tool, and saves on a lot of paper. Everything we need is in one place.

Reasonable tool for a small - medium business

Commentaires : It was OK for until we grew over 50 staff, beyond that, it is hard to manage projects, staff and financials

Avantages :

Ease of use, simple reporting and easy ti manage time sheets

Inconvénients :

Limited features and tools available, reporting is not very effective and inclusive

WorkflowMax is the best at tracking time and project costs

Commentaires : I was looking for a project management software that I can offer as a business solution to my small business clients and WorkflowMax is the clear winner. It has excellent functionalities at an affordable price and integrates with Xero very well. It is user friendly and their contact supports are also very helpful.

Avantages :

- Easy to use - Affordable cost of entry - Links well with Xero - Real-time tracking of progress and budgets - Owned by Xero

Inconvénients :

- Customizable reports are still limited and basic - Lacks multi-line quotes itemization

Organized task specification and time tracking

Commentaires : Catamaran Marketing is utilizing WFM to boost overall efficiency and smoothen administrative tasks that can easily be mismanaged by any entrepreneur running their own business. Its organized structure and multitude of customization options has enabled us to track time on tasks more accurately than ever before. All tasks are fine tuned - avoiding things that fall through the cracks, which in turn, eliminates so many of the technical headaches that business owners waste time and energy problem-solving. Not only has scheduling vastly improved our customer service to clients in estimated turnaround, but its enabled us to process many jobs more quickly than ever! WFM has been the lubrication to help run Catamaran Marketing like a well-oiled machine and I now have more time and energy to devote to scaling up my business.

Avantages :

We love the job templates. Our business model is to do many things for a select group of businesses. Some are small and some are large. WFM helps us clearly define each type of job and create a template for that.

Functionality & Reporting

Commentaires : Workflow max helps to solve the issue of effective invoicing of time worked on each client. Workflow max has also helped our firm when it comes to GST time - the way workflow max integrates with Xero makes filing GST returns with Inland Revenue very simple, and lets you easily keep track of GST returns and to make sure that all returns have been filed before the due date.

Avantages :

- Workflowmax has the ability to let the user create and design their own reports, which can come in very handy for workflow planning purposes. Saves staff all trying to navigate through a single spreadsheet! - This is an effective program to record staff hours, which also allocates your time entries to the jobs you are working on, which helps when it comes time to bill clients. - The tax alerts on the dashboard are a good way to double check tax returns after they have been assessed by IRD, which is a good reminder to check any returns that have been assessed as different as it raises a red flag and makes you look into it.

Inconvénients :

The custom reporting can be a bit hard to navigate around, especially for any newcomers to the system.

Now Xero Practice Manager - the de facto project management software for your Xero client

Commentaires : Despite the interface being "crowded", the software is still good at what it does. It helps you manage clients well. If you have an accounting practice, especially in New Zealand, you will realize the benefits that it provides in terms of tax filing for your clients.

Avantages :

WorkflowMax (now XPM) provides most of the project management's functionality that you need in for your Xero client. From adding the client in Xero, assigning jobs to staff, budgeting hours, etc. It has all your needs.

Inconvénients :

The software's interface is a bit crowded. There's a lot going on at each screen. It really takes time to master the software. What I find also confusing is that you can add returns for individuals under the company account where they are owners or shareholders.

Proven Preformer

Commentaires : Fantastic product for the price. used it to meet all requirements of a quality system. custom reports are great. It kept us on track with schedules.

Avantages :

Basic needs to schedule task. A basic purchase section allowing areas for notes and visibility. Track job progress at an affordable cost for software. Was great to be able to Port data directly into XERO accounting package.

Inconvénients :

Quotes and jobs required a lot of retyping.

Timesheet entry standardised and simplified.

Avantages :

I particularly like the WorkflowMax app which I have loaded onto my work phone (iPhone). I prefer to use the WorkflowMax app on my phone than the PC as I have a large number of codes and sub-codes that I have to choose from and once I have selected the 'client' it filters out all of the potential entries that I don't need, then I enter 'job' and again it filters down to just what I need to choose from. Like most people, I reeeeeally don't enjoy doing timesheets and yet I can do them in my car or anywhere out of the office quite quickly and I know that it will be updated centrally immediately . The app helps a lot in streamlining the timesheet entry process.

Inconvénients :

I don't like doing timesheets but that's not WorkflowMax's fault! :) I suppose if I was really picky I'd say that the PC version is a bit clunky compared to the app.

Basic but Good for an SME

Commentaires : WorkflowMax was a good tool for the needs of the company. It is however lacking in terms of visualision of reports and data.

Avantages :

I found this tool to be simple to set up tasks and to log time.

Inconvénients :

The software lacked some functionality which means it might not be a good fit for all companies. Lack of visualisation in terms of reporting.

Workflowmax is an excellent product with great value

Avantages :

- Great value for money - does 95% of what other more sophisticated systems do at a fraction of the price - Easy set up and implementation - Excellent reporting functionality - Very robust and reliable - Leads and quoting functionality

Inconvénients :

I find the layout a bit clunky While it is great for simple quotes, Workflowmax is not very suitable for complex quotations. Any quotation with more than a dozen lines become hard to follow.

Excellent features and value and part of the Xero ecosystem

Avantages :

Great features such as calculation of unbilled revenue, invoicing, accounting integration, notifications.

Inconvénients :

Not super customizable, not a true workflow system, no ability to automate steps such as calling APIs instead of having a human do something.

Easy to use. Lots of flexibility

Avantages :

Cloud based, no updates required. great technical support

Inconvénients :

Could integrate better with xero and other document management

Integrates perfectly with Xero but oh so Expensive

Avantages :

Since Xero bought them out they have had a great product that integrates seamlessly with Xero. Reall does do just about everything for your project management and Customer Relationship management.

Inconvénients :

The cost of this software on top of a Xero subscription is too much, particularly if you want something as simple as recurring invoicing.

WorkflowMax is essential software for any business needing to manage time and costs

Commentaires : WorkflowMax is extremely affordable software and has very high-end reporting compared to similar priced products, while it can still be very easy to use for the basic user. It is cloud based, secure, you can easily view your work in progress and it works seamlessly with Xero. Use it for your leads, internal projects, client work (one off and repeat), invoicing, quoting and time sheets. WorkflowMax integrates nicely with payroll software too. If you are paying $150 a user for other software, you really do need to check it out. Being owned by Xero, there is also a lot of development being done to make the product even better. There will soon be an app available - in the meantime it has a mobile site which is fine for time and costs. WorkflowMax suits pretty much any business needing to manage chargeable and non-chargeable time and disbursements or materials. There are some excellent advanced features such as emailing your job with files etc, and custom reporting which you can do yourself - no need to pay WorkflowMax to create reports for you. It is currency agnostic so can be used in any country.

Poor Service

Commentaires : Average

Avantages :

Nothing Particularly excites me about this software

Inconvénients :

The support is terrible, reports are clunky at times and you need to pay extra to unlock half decent reports

User and Implementation Provider

Commentaires : We use WorkflowMax (WFM) to manage our consulting business. WFM is a comprehensive system that allows us to manage leads from initial engagement through to project quotes and estimates. All information is then transferable to our jobs allowing us to capture time against tasks, manage our time frames and account for related project costs. With all information flowing from initial input we benefit from significant efficiency with not having to double enter information. We also integrate with Google Drive for document storage and Xero for financial accounting which means between WFM and Xero we get great visibility regarding job and financial reporting. Highly recommend this product as it is usable for many different industries and has great flexibility when it comes to customisation. We now offer implementation services for WFM which we would not do if we did not believe in the product.

Great for time based billing

Commentaires : We have been using WFM for 3 years now for our training business, it' great for a time based business and does ok for others that are more product based. Recommend you look and use the leads and quotes portion to get the most out of the system from both a workflow and reporting basis

Avantages :

Easy to learn Links to Xero Ability to configure quotes and templates

Inconvénients :

Not the best for retention and variations.

WorkflowMax is almost there

Commentaires : If WorkflowMax changed the structure so that Project Tasks could accumulate both labour and non-labour costs they would have a really good product

Avantages :

Fairly easy to use Ability to build customer reports Has some reasonable dashboards Easy integration with Xero

Inconvénients :

It doesn't do project management all that well. Project tasks only allow the aggregation of labour costs. You can't put multiple actual costs against a single line of estimated costs

There's Gold in the Detail

Commentaires : I work with business owners to help them improve the performance of their business and have been using WorkflowMax with many clients to help them improve their systems.
Many business owners want to scale their business but don't have the systems and processes to allow them to do it effectively.
WorkflowMax forces owners to look at their systems and processes. It provides valuable information about the performance of staff (both management (did we quote it right) and delivery staff (did we deliver on time and on budget)) and jobs.
Owners can now see where they are making money and it's not always where they think it is.
Used correctly WorkflowMax is an incredibly cost effective application that will make owners money.