WFM Migration Navigator

💚 Want just that little bit extra support for your WFMBR migration?

Efficient ‘Lift and Shift’ Approach: We offer a standard ‘lift and shift’ migration, preserving your existing processes and workflows where possible. No need to reinvent the wheel—just seamless transition to the cloud.
Test and Real Migration Phases: In week 1, we get you to perform an optional test migration to ensure everything looks perfect. In week 2, we execute the ‘real’ migration, all guided by your experienced WFM Implementation Partner Cloud Consultants, and with QA by Senior WFM Implementation experts.
Expert Advisory Beyond Tools: Our 1:1 migration advisory goes beyond what the migration tool provides. Get personalised guidance on aspects outside the migration tool’s scope, tailored to your unique needs.
Custom Print Templates and Reports: We’ll rebuild up to 5 custom print templates and reports for you, each. Whether it’s invoices, project briefs, or client quotes, we’ve got you covered.
Tailored for Professional Services: If you’re in engineering, consulting, marketing, creative agency, architecture, or surveying, our service aligns with your industry. Plus, our internal project team collaborates with your finance, operations, IT, and leadership for a successful migration.

WFM Health Check Survey

Optional up-front survey on goals, pain points and opportunities sent to your working group.

Your Personalised Job Management Health Check & 'Manage Jobs @ Scale Profitable Progress Planner' Workbook

3x Guided Workshops

1. Project Kick-off & Migration Tool 101 (1.5 hrs, via Zoom)

2. Migration Data Review and Global Configuration Settings (1.5 hrs, via Zoom)

3. Impact Review and Q&A Workshop (30 min)

Do-it-for-you Docs & Reports

5x WFM Print Templates (Quotes, POs, Invoices, Job Briefs)

5x WFM Custom Reports (co-created within constraints of WFM reporting)

Zoom Recordings and Included Notes from each Workshop.

WFM in 4 Bonuses_ Hubspot Audit + Strategy Call

Free HubSpot Audit + Strategy Call

Free HubSpot Audit and 1 hr Strategy Call to discuss the Gaps and Opportunities

Free Website Frontend & Backend Audit

Free Website Frontend and Backend Audit and providing suggestions and recommendations for improvement

WFM in 4 Bonuses_ Job forecasting revenue

Job Revenue Forecasting In WorkflowMax

Unlock the power of Bottom-up Revenue Forecasting in WorkflowMax AQ - methodology document and how-to video

WFM in 4 Bonuses_ WFM Resource planning 101

WorkflowMax Resource Planning 101

Resource Planning for a Professional Services Firm 101 Guide and Solution Options that work with WorkflowMax by BlueRock

$100 off Inbox Zero Program

Promo code bonus for AQ Clients

Stop Drowning in Email, take control and save 3-5 hours per week.

Empower your people with world-class operational efficiency training, led by our partner, Leverage.

10% off 3-month AQ Customer Care

10% off our standard pricing for Platinum Customer Care (10 hours / 3 months).

Includes: Monthly Office Hours meeting, email and async video support 9-5. Optional upgrade to additional hours per month, DFY performance reporting and in-person add-ons possible.

"We implemented WorkflowMax in our company to assist with business administration and project management. Josh understood our needs and taught us the capability, demonstrated the practical aspects in live situations and was on hand to help us! Thank you Josh! "

Jenny Rudolph | Chief Executive Officer
Gyde Consulting | WorkflowMax Relaunch Advisory and Support

"I engaged Josh and his team to support my small business to implement WorkflowMax, with the goal of gaining better project and financial management. Over a series of workshops, Josh took me through every step of implementation and helped me to maximise the set up to gain the most insights possible. Josh knew WFM inside and out, and shared valuable suggestions at every step. I will engage Josh again as our needs change and happily recommend his work to others needing similar support."

Melinda Oliver | Content Specialist
Oliver Content | WorkflowMax Advisory and Support

"Josh was an absolute pleasure to deal with, and broke down very complex actions into manageable segments which made the entire process flow efficiently and effectively. His very obvious expertise in this area really helped us to get the best of the programs we were updating to, and his client service focus left us feeling that we had been well looked after."

Associate Manager FinOps
Civil Engineering | Systems Implementation and Training

"Josh has been an invaluable asset to myself and the I.M.A team in understanding WorkflowMax. Josh was assigned as our implementation partner in 2021 and assisted with the variables in our initial setup. More recently, Josh has worked with my team in really understanding the nuances of the software. His insights and expertise have greatly assisted us to not only streamline parts of our workflow, but also on the fly troubleshoot and brainstorm some of our specific challenges. Josh is a fantastic asset to any company he consults with and personally, I’m grateful we’ve been able to tap into Josh’s expertise."

Laura Tesluk | General Manager
IMAB2B | WorkflowMax Support

"Josh is highly knowledgeable and personable. His sessions are always informative and I find them invaluable for navigating our companies integration with this software. I have no hesitation in recommending his services."

General Manager
Engineering Consultancy | Ongoing System Enablement and Coaching

"Josh provided extremely friendly, professional and helpful support to our team as we transitioned from another software. His organisation and careful preparation made what was a daunting task very manageable for the team and we appreciated his flexibility and patience as we worked through the process. We highly recommend Josh for his technical, organizational and communication skills."

Director - Finance & Legal
Engineering Consulting Business | Systems Implementation and Enablement

"I highly recommend Josh, he's been unbelievably good to deal with for during our WorkflowMax implementation process. His implementation sessions are really well planned, informative and we never felt like we were being rushed. His knowledge of WorkflowMax is second to none and has put us in a position to really take our business forward using this great product."

David Aquilina | General Manager
Selective Switchboards | WorkflowMax 'Build It With You'

"Joshua helped us implement WorflowMax and Asana for Atlantis Health. His approach was simple and focused. Every workshop he ran was to the point and left us with clear actions to take. I learn a lot from how he runs sessions, particularly how he uses tools such as Asana to drive conversations and keep everyone accountable. Joshua is an excellent trainer and consultant. But you have to put in the work to be successful in your project. He will help you find the answers to the most challenging questions, but ultimately, you are responsible for your business and have to do your homework.In summary, I highly recommend Joshua. He is an exceptional professional who brings strategic thinking and is easy to work with."

Pablo Matamoros | Digital Platforms Consultant
Atlantis Health | WorkflowMax and Asana Support

WFM Migration Navigator: Guided 1:1 Support from A to B over two weeks.

💚 Want just that little bit extra support for your WFMBR migration?