Problems and issues faced prior to implementing Xero & WorkflowMax
Following a shift in management personnel we conducted an audit and overhaul of our IT capabilities. This soon revealed that out excel-based accounting practices, using multiple spreadsheets and inefficient filing systems, were no longer suitable for where we wanted to be as a company. We wanted to be flexible in our working practices and to streamline our accounting so we could have real time information to help inform management decisions. Previously we would generate tables and sheets which all took (too much) time to compile and gather relevant data. We knew there had to be a better solution out there.
Wish-list and selection process, why did AEC opt for a cloud based solution?
It was important for us to have remote access given the situation over past few years but also in line with our working practices. Many of our team work out in the field or on site, and the flexibility of not having to come to the office to complete timesheets made sense. As Directors, being able to have our accounts online and accessible where or whenever we liked has helped tremendously.
The solution and why Xero & WorkflowMax were selected
This was led by Fresh. We also spoke to other SMEs that we know who have also lauded the ease and practicality of Xero.