Cloud-Based Software Integrations
In the cloud
Technological developments mean that it is now easier and more cost-effective to automate certain parts of a business than ever before. Cloud-based applications such as Xero and Dropbox can streamline accounting procedures and file sharing to free up time for yourself and your staff, yet many organisations do not have the time to research the options that might be best for their business.
CFO Part Time can assess the requirements of your business and make recommendations around applications that could streamline your business processes and improve resource allocation. We can provide you with a fully costed roadmap of integrated cloud-based software to streamline and future-proof your organisation.
Workflow Max
CFO Part Time specialise in integrating Workflow Max into organisational procedures to improve performance and profit.
Workflow Max is an integrated job management platform, collating job information into one place to reduce administration time for service businesses. Ideal for most service organisations, the Workflow Max dashboard includes support for managing leads, through the job cycle to timesheet and invoicing. This allows the management team greater visibility over work across the business, and therefore a better understanding of resource allocation and capacity.
Workflow Max also offers powerful reporting to identify trends to drive profit growth, and the flexibility to create a complete business solution through integration with other products such as Xero and Salesforce.
CFO Part Time can work with your organisation to identify whether Workflow Max would be an effective solution, and provide support with implementation and guidance around use of the system.
FEATURES OVERVIEW
WorkflowMax provides everything you need to manage your workflow from leads, to quotes, to jobs, budgets, timesheets, purchase orders, documents and invoicing – in one easy dashboard. WorkflowMax will reduce administration time so you can spend more time focusing on projects and client needs. With all the job information in one place you will have greater visibility over the work being done in the business and complete understanding of project status and team capacity.
POWERFUL REPORTING
Out of the box WorkflowMax has powerful, flexible reporting give valuable business insights. You will be able to discover trends and utilise data to drive profit growth. You will be able to see where your making money and where you are losing money.
WorkflowMax has custom fields specially design to allow each business to capture, query data specific to them. The powerful reports allow you to run reports on your data and get a snapshot of where your business is going.
SEAMLESS FLOW OF DATA AND MOBILITY
No more messing around with seperate spreadsheets and systems. At the touch of a button you can convert a quote into an active project, add staff, staff add time sheets and the completed project is invoiced.
Access Anywhere, Anytime - whether in the office, out on site, or on holiday in Bali, WorkflowMax and Xero provide a complete end-to-end business solution. You can collaborate across offices and work sites, and easily manage a global support team.
FLEXIBILITY TO CREATE COMPLETE BUSINESS SOLUTION
WorkflowMax is part of the Xero eco system and therefore integrates with more products than any other off the shelf job management application. It has a number of great add-on solutions to help you manage any business, such Xero (accounting), Salesforce (CRM), Adobe suite (time tracking), Zendesk (client help desk), Box (document management) or Square (credit card payments)
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