Opiniones de WorkflowMax

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

Comentarios: 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

Puntos a favor:

- 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

Contras:

- 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

Comentarios: 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.

Puntos a favor:

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.

Contras:

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

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

Puntos a favor:

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

Contras:

Its functions only meet 90% of our need.

Very easy to reconcile project costs!

Puntos a favor:

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.

Contras:

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

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

Puntos a favor:

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

Contras:

A greater app integration list would benefit this platform

WorkFlowMax review

Comentarios: Reasonably happy with the experiences

Puntos a favor:

The ability to calculate and manage task time automatically without having people try to manually work out their hours is very helpful.

Contras:

Planning for longer than a month is tricky if you only link jobs to projects that have been approved.

Integral to our project and time tracking

Puntos a favor:

Easy to use similar to Xero accounting - integrates with accounting. Good mobile app and great reports. We're finding the leads and quotes very useful - especially for keeping track of projects and potential work, and converting to real jobs. Workflowmax has allowed us to improve our productivity as well as tracking work and hours that we previously would have missed.

Contras:

A little bit of difficulty linking to Xero accounting - mainly due to our awkward setup. Looking forward to a smoother link between these apps.

WorkflowMax Boosted Job Workflow

Comentarios: Huge improvement in our job workflow which means we captured more billable time and expenses.

Puntos a favor:

Major benifit was the integration with its sister accounting cloud service. All time and project billing info is captured in Workflow and financial data is passed to Xero for accounting... huge improvement in our job workflow.

Contras:

It was difficult to configure and setup from an invoicing perspective.

Great templates for job quoting and scheduling recurring jobs

Comentarios: We've been using this for almost 2 years It keeps us on track with quoting, creating jobs and issuing invoices then doing the same steps again for recurring jobs. It's a rinse and repeat kinda thing which works for us in the long run.

Puntos a favor:

Great and customizable templates for job quoting, tracking and scheduling of recurring jobs

Contras:

Task section of the Quote Due to the fact that the way the task is set up in workflowmax that the tasks are can be viewed by the employees of the contractor as the sensitive information on the task. We use the tasks for the purpose of providing the quote/estimate only. We create an invoice then we copy and paste the information from task into the cost so we can generate the invoice.

User-Friendly!

Comentarios: I have really enjoyed working with Workflow Max. I never used it before and found it to be very user-friendly.

Puntos a favor:

It's very easy to use and there is always help if you need it.

Contras:

It takes a little bit to get used to all the functions

WorkflowMax

Comentarios: We have used workflowmax for years with the integration to Xero accounting software. The software has been reliable and the added mobile upgrades have increased our insight from out of the office.

Puntos a favor:

The software doesn't have too many features. I had just the right things that were needed for our internal staff to create basic tickets, projects and invoices for our clients. Straight forward and simple.

Contras:

I think the software could gain a lot with a better landing page or dashboard for users. Especially Managers and the Billing side to watch the status of the jobs easier.

Good product, however timer has bugs

Comentarios: If the support team fixes the timer issue, this would be the project management tool to go with hands down.

Puntos a favor:

I like how the product has a timer that you can time your tasks against with start and stop timer functionality and see how much time you have spent on your project and each task. I like that it has Xero integration as well.

Contras:

I don't like that the timer has bugs where maybe one out of every ten times that you attempt to stop the timer after finishing timing a job, it completely forgets the time that was recorded against it and resets the time to a lower time for some unknown reason. I have contacted support about this issue countless times but have always been pushed away even after following requests to send through supporting testing data.

WorkflowMax provides an excellent platform for a business wanting to do time cost recording.

Comentarios: Easy to use

Puntos a favor:

WorkflowMax has excellent reporting and export functions which allows for production of meaningful management reporting. Client profitability is easy to calculate and more importantly, the productivity of team members. An excellent overall reporting system.

Contras:

Navigating from one client to another can be cumbersome. Also, unless the different levels of jobs, tasks, and activities are set up properly, this can result of reports which provide incorrect information. In comparison to CCH iFirm, I think WorkflowMax have a few edits to perform to bring this up to standard

Pretty good overall, but just didn't work for my business

Puntos a favor:

I liked the overall workflow of the software, including the quoting/pricing modules. They were pretty flawless and helped me make sense of a pricing system on the fly. Also, there is the intergration with Xero, which is the platform I use for accounting.

Contras:

I wasn't a fan of how WorflowMax's calendar system worked. I also wanted a task system with Kanban style layout, and that just isn't in there..

10 year seasoned user.

Comentarios: We use it because we have to, not because we want to.

Puntos a favor:

It has lots of features necessary to effectively manage workflow.

Contras:

Clunky interface. Antiquated UI and UX does not measure up to current standards. Has not seen any major improvements in over a decade.

You lose your running time on down times

Comentarios: Please develop a front end caching for the timer so it would save it for a couple of hours in the browser cache.

Puntos a favor:

It's great for timing tasks and has a great customer support as well. Easy operation, you can turn it on and off with ease when there are sudden things that happen that needs you to stop your timer on tasks.

Contras:

If the site goes down or has a problem when you save your current running timer, there is a high chance that you would lose that data so keep an eye on the numbers.

Streamlined job processes

Puntos a favor:

Workflowmax is a fantastic job mangement program that has saved APT a lot of time in book keeping. The software covers our complete workflow from Quoting and Scoping a Job, Managing the Job and Invoicing. The Stopwatch feature for time keeping adds a level of detail which makes it hard for cutomers to argue - everything is recorded in real time. WFM allows document storage and collaboration straight to the job, all emails, files and notes can be accessed by anyone working on the job - no searching for lost information.

Contras:

There are a few integrations that are available for WFM (eg Xero) which work really well but It would be great if WFM had Zapier integration.

Great integration, not that great when compared to others

Puntos a favor:

In a previous role I help with the app integration, i think the features can be good and when used by an SME in an accounting space it fits really well. It's really good for project budgeting and it gives you insights into your business running.

Contras:

I didn't find it to be the best and for the price it has there's other competitors doing a better job.

New to WFM

Comentarios: Overall it has been ok but a steep learning curve for us

Puntos a favor:

Tracking of costs for projects, purchasing and time writing

Contras:

Lots of mouse clicks to get around, some terminology confusing for first time users but would have improved with training.

WorkflowMax is very specific

Comentarios: It is a good system but should be used properly and not just for one aspect. This would cause issues either reporting or tracking information. Review the systems functions because implementing to see if it suits your needs/wants

Puntos a favor:

Admin users are able to create custom reports to display information based on their own needs. This is very useful because you can show certain aspects of your work while omitting others.

Contras:

Our company uses WFM is a unique way. We focus more on the timekeeping functions rather than the full-functionality of the system. In doing this, we are not able to go as in depth with our reporting or time-keeping accuracy because WFM was simply not made for just that purpose

Easy to use, haven't had any big issues and good way to keep track

Puntos a favor:

I love that it doesn't take me too long to get my timesheets in. Easy for my producers to keep track over time spent on projects, down to all the tasks within.

Contras:

The layout feels a bit old and clunky. The week overview in the quick-submission software is a bit clunky to get through.

Accurate intelligence and time saving

Comentarios: We are using WFM as the hub for our business - a central point for all our job related information. The key saving for us is the ability to create a quote accurately which then turns into a job with tasks and costs. The tasks can be quickly assigned to a staff member and costs can quickly be organised using purchase orders. Staff can also self-manage their productivity as they can see the billable vs non billable time. The change to WFM & Xero has halved our accounts admin time – a saving of approximately 10 hours per week! This has allowed us to focus this time into marketing and business development – further amplifying the savings. Moving to cloud based job and accounting software has given our staff more flexibility in where they work – no need to be at the office now.

Puntos a favor:

Customer support team is fast to answer questions

Contras:

More features and customisation in the reports to make them present better would be good

Workflow Max

Comentarios: As accountants, we have used WFM for around 6 years in our practice. We have recommended it to many of our clients and once you have it running well - its a dream. Because we use it daily we are able to support our clients as they run and develop their own business, so WFM is a natural progression for appropriate clients.

Puntos a favor:

Can do anything you want from a job management perspective

Contras:

It can do so much that there is always something new to learn.

Work to the Max

Puntos a favor:

Brilliant software from Xero, makes scheduling and tasks management very easy with this.

Contras:

Nothing at the moment as this has been an easy software to use.

Implementation for a planning consultancy.

Puntos a favor:

The time sheet app that links to mobile is very easy to use and consultants have no excuses for not recording time on projects. This can be done whilst on the go without costing the business time with unwanted admin.

Contras:

The link to Xero works well for timesheets but adding standard purchases invoices to a project is very time consuming and not efficient.