WorkflowMax Implementation

Will McTavish

30day-guarantee
Who is this course for?  

This course is for anyone wanting to avoid the common pitfalls when implementing WorkflowMax into their organisation.  The course also ensures the implementation of WorkflowMax goes smoothly without disruption to your day-to-day operations.

What does the course cover?  

The course starts with taking you through how to write up a project plan.  It is critical to ensure you get the timing of the implementation right, so we want to get that nailed down first.  We then take you through every step of the way.  We should you how to set the account up, select the right process for your industry, design your documents, then help you load your current jobs with opening WIP balances.  We will also be showing you how to setup your Xero integration and explain how it works.

How long does it take?  

There are only about 3 hours of videos, but you will need to set aside anywhere between 2 – 10 hours to gather and input the data into WorkflowMax.  We would also recommend budgeting 1 hour for every 20 jobs you need to migrate over.

Why take this course?

WorkflowMax is a system you will need help setting up.  It is such a powerful tool that reduces admin time, but when setup incorrectly it can cause inefficiencies around invoicing and ineffective reporting.  Our course ensures you avoid all the common mistakes and you are able to utilise the power of this incredible platform.

Sample Video
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Course Content

Modules Status
1

Course Introduction

2

Importing your Clients, Contacts and Suppliers

3

Account Configuration

4

Designing your Documents

5

Identifying your Processes

6

Other Processes

7

Staff Training

8

Preparing for Go Live

9

Post Go-Live

10

Invoicing

11

Next Steps for your Business

Course progress

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What our fans say

We recently installed PlanRight and used the Link Academy tutorials to gain an insight and understanding of the product prior to full implementation.  The videos were informative and succinct but long enough to cover the information we needed.  So overall the result we wanted – Thanks

Nicky Hanshaw

PlanRight
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