WorkflowMax
Description de WorkflowMax
Qui utilise WorkflowMax ?
WorkflowMax fournit une solution d'entreprise dans le cloud pour les agences de création, les architectes, les ingénieurs, les géomètres, les avocats, les sociétés informatiques, les entreprises du bâtiment, les consultants et tous ceux qui facturent à l'heure.
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WorkflowMax
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Avis sur WorkflowMax
David
It does what it says on the tin. Work-Flow-MAX
Commentaires : 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
Avantages :
- 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
Inconvénients :
- 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.
Eabyn
Alternatives envisagées :
Ideal for organisations looking for large scale project and financial management
Commentaires : Brings detailed project management workflows while offering portals and features that manage both the financial records and client facing invoices
Avantages :
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
Inconvénients :
A greater app integration list would benefit this platform
Yara
Archaic and limited
Commentaires : As the title suggests, it's an archaic program. There was no real "flow" to anything you did within Workflow Max and although it integrated ok with Xero, even that was limited. The Gantt charts were terrible, you had to click on numerous things to get to where you wanted to go within a project, the custom reporting was a nightmare and the tasks and milestones were difficult to set up and super limited.
Avantages :
It was cheap and integrated ok with Xero
Inconvénients :
Not very user friendly, not very customizable, customer service was slow,
Uwais
WorkFlowMax review
Commentaires : Reasonably happy with the experiences
Avantages :
The ability to calculate and manage task time automatically without having people try to manually work out their hours is very helpful.
Inconvénients :
Planning for longer than a month is tricky if you only link jobs to projects that have been approved.
Maree
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.
