WorkflowMax Partners

Over the years, Fresh Accounting has collaborated with many exciting and dynamic businesses across Asia by helping design, implement and execute digital strategies to move to cloud-based project management solutions. As WorkflowMax partners, we place WorkflowMax at the heart of our implementation projects.

Your Trusted WorkflowMax Partner

WorkflowMax is a project management software built to take care of all your project management needs, including project tracking, timesheets, reporting, invoicing, job monitoring, and all other aspects of project management.

What can WorkflowMax do for you, and who is it for?

From leads to quotes to time-tracking, all the way to invoicing- WorkflowMax is an all-in-one, cloud-based project management software, the modern and efficient way to run your business and have an improved picture of your people and your profit.

WorkflowMax is suitable for professional services across different industries that need to invoice customers based on time and materials or fixed-price jobs. With its simple lead management, quoting and job management, and invoicing functionality, WorkflowMax is a perfect solution with the added benefit of connecting to Xero.

Project management made easy

As a certified WorkflowMax partner, we can take your current data and systems, including leads, quotes, jobs and set these up in WorkflowMax. From the initial lead through to the final invoice, WorkflowMax can be tailored for your specific needs.

With the benefit of connecting to other ecosystem solutions and add-ons, including Xero, WorkflowMax becomes an affordable end-to-end business management tool to support your workflow requirements and helps to improve efficiency by providing you with up-to-the-minute reporting, enabling you to make far better business decisions.

Why use a Certified WorkflowMax Advisor?

It may be tempting to implement WorkflowMax in-house. However, with all cloud-based software, there can be a significant learning curve. At Fresh, we do understand the best way of configuring and implementing the technology requires time, experience, and patience.

Working with a WorkflowMax partner ensures you benefit from our experience and technical competence with a strong track record of using and implementing WorkflowMax, providing a smooth and efficient implementation and minimising disruption to your business.

Working with a certified WFM partner helps remove the time and frustration from implementing a new system. This will also ensure you are utilising the system to its full potential.

WorkflowMax services

WorkflowMax discovery consultation

Through our discovery consultation or workshop, Fresh can help businesses integrate WorkflowMax to ensure that you enjoy and benefit from a simplified project management process.

Integration with Xero delivers immediate results from the moment your applications are connected and will immediately save time. You will see the improvements they make to your business.

We can help you customise your user experience by integrating with other online solutions, which provide more efficient ways to handle manual tasks.

WorkflowMax workshop

After the discovery call and depending on the needs and complexity of your business, Fresh Accounting can provide a workshop, which varies from one hour to half-day.

We invest time to gauge your needs, pain points, and wish lists. By listening to and understanding your pains, we can ensure that WorkflowMax is the right solution for the problems and issues we identify with you.

A WorkflowMax workshop provides us with a better understanding of your business, its current systems, and processes, and what is required for us to design an implementation plan.

With our professional consultancy and project management service, we can help your company transform and scale up in the digital era.

WorkflowMax implementation

Fresh has unparalleled experience and deep knowledge of optimising WorkflowMax to meet your business needs. We set up your WFM file to perfectly fit your organisation and help meet your business goals.

The aim is to minimise your time and stress and give you clarity and control over your project management. This step typically takes around four to eight weeks from when we receive your information.

We provide a tailor-made implementation process by customising the specific features to your business. Our WorkflowMax implementation process will ensure you have a seamless experience using WFM.

WorkflowMax integration

Through our discovery consultation or workshop, Fresh can help businesses integrate WorkflowMax add-ons and ecosystem solutions to ensure that you enjoy and benefit from a simplified accounting process.

With WorkflowMax and its API, it integrates numerous add-ons and ecosystem applications, including Xero. We help you find the best applications to manage different parts of your business and generate more synergy.

Integration with WorkflowMax delivers immediate results from when your applications are connected and will immediately save time. You will see the improvements they make to your business.

We can help you customise your user experience by integrating with other online solutions, which provide more efficient ways to handle manual tasks.

WorkflowMax optimisation

Some businesses may already be using WorkflowMax. Fresh can provide a health check or review to see how you use the system.

Fresh can undertake a one-off review to ensure that you use WorkflowMax efficiently. By ensuring WFM is fully optimised and meets accounting standards, you can receive accurate and timely management accounting information, helping you make more informed decisions.

Our optimisation service will help your team through the change of management process and show you how to take advantage of all the WorkflowMax project and project management features.

Let Fresh help you take advantage of our expertise to streamline your processes.

WorkflowMax training

Fresh can provide WorkflowMax training sessions. We can show you how to make the most of WFM's relevant tools and features to support your business.

You will learn how to use WorkflowMax, and its project management features. Training with the Fresh team allows you to be familiar with using WorkflowMax in your business operations.

We help simplify the use of WorkflowMax through our training and can provide training in various formats, including open workshops and conference sessions, customised to suit your needs.

As one of the early WFM partners, we have been early adopters of WorkflowMax, so we know the intricacies of the application.

Fresh can help get your team to competency quickly in this cloud-based project management software by adding our comprehensive product knowledge to your implementation project.

Training is tailored specifically to your business and the needs of your team.

WorkflowMax data migration

Fresh can take care of data migration for you. In an ideal world, we recommend setting up WorkflowMax ahead of your new financial year. However, for some businesses, this may not be practical.

We will transfer data from your existing system (including other software, Excel and Google Sheets) into WFM.

And we can do this seamlessly in the background, so you and your team can get on with business uninterrupted.

As you approach your new financial year, we will have data already in WorkflowMax to compare and see your business grow all in WFM.

WorkflowMax technical support

Fresh provides ongoing support, advice, and training as needed. Your business growth can go hand in hand with our technical support to ensure you continue to use WorkflowMax smoothly and efficiently.

We can provide onsite and remote technical support to ensure you do not run into any issues.

WorkflowMax technical support is optional after implementation, integration, and training.

Speak with a WorkflowMax Partner!

Say goodbye to paperwork, complex spreadsheets, time-consuming administrative jobs, and many other painful and tasks when running a business.

The critical part of this process is to understand what you do and what you want to do – from that, we will help you to save time and increase profits.

Our team are ready to chat and work with you to find the best solution to your business needs. Contact us today and find out how Fresh Accounting can transform your business.

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