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WFM Optimise it With You: Advisory Workshops and Training to get the most out of WorkflowMax.

Our Advisory-only Workshop and Training Program to Onboard or Relaunch Workflowmax into your Business, optimised to your specific hitlist and tested and optimised live together with your WFM Champions, through our SAS methodology - Strategy, Alignment, Scale.

 

Optimise your best version of WorkflowMax in four to six weeks

  • Customised WFM Plan: We offer options to meet your needs, within the capability of what WFMBR can achieve.  Get the most out of your subscription and its feature set. 
  • Build-it-with-you Guided Configuration: Benefit from our expertise in customising WorkflowMax to meet your job management, reporting and business requirements, across a series of guided Zoom workshops.
  • Xero Integration Consultation & Review: Receive comprehensive guidance on the Xero integration, including setup and up to three-levels of mapping to your P&L.
  • Do-it-for-you 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 WFM Champions and Working Group, whether they are in finance, operations, IT, or leadership.
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WFM Optimise it With You Inclusions

Blueprint

WFM Health Check Blueprint

WFM Health Check Blueprint

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

Workshops

5x Guided Workshops

5x Guided Workshops

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

2. Solution Design Workflows + Architecture

3. Prototyping I & Testing

4. Prototyping II & Configuration Sign-off

5. Data Migration and Training Planning

Migrate

WFM Migration Support

WFM Migration Support

BIWY WFM Prep & Migrate: Advisory & Assistance
Training

3x Training Sessions

3x Training Sessions

Live Tailored Training for Teams: Finance & Admins, Leadership and Job Managers, WFM 101

Impact Review Workshop (30 min)

DFY Docs & Reports

Do-it-for-you Docs & Reports

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.

What is the investment for "WorkflowMax Optimise it With You" with AQ?

AUD $8k (ex GST)

  • Your Personalised Job Management Health Check & 'Manage Jobs @ Scale Profitable Progress Planner' Workbook
  • 5x Live Strategy Define, Design & Delight Workshops (virtual)
  • 3x Live Training sessions (virtual)
  • AQ's DFY Solution Design Docs: Architecture, Job Lifecycle R&Rs, Base Rate Calculator
  • Do-it-for-you Custom Print templates and Custom Reports: Rebuild up to 5 custom print templates and reports for you, each. Whether it’s invoices, project briefs, or client quotes, as well as Custom Reports such as Timesheet breakdown, WIP Ledger summaries or other.

April 2024 Promo: included Bonuses*

*Must have a signed contract with AQ prior to Apr 15, 2024

  1. Base Rate Calculator - a Google sheet template that converts annual salary into a cost rate per hour to add
  2. Resource Planning for a Professional Services Firm 101 Guide and Solution Options that work with WorkflowMax by BlueRock
  3. Bottom-up Revenue Forecasting in WorkflowMax AQ methodology document and how-to video 
  4. Free Website Frontend and Backend Audit and providing suggestions and recommendations for improvement
  5. Free HubSpot Audit and 1 hr Strategy Call to discuss the Gaps and Opportunities
SAS Framework (1)

April Ascendency Bonuses*

*Early Stage April Bonuses are valid with a signed contract with AQ prior to April 15, 2024

WFM HC Bonus Base Rate Calculator

Base Rate Calculator

Base Rate Calculator

Google Sheets Base Rate Calculator Template - convert annual salary into a cost rate per hour to add to WFM for accurate profitability
WFM in 4 Bonuses_ WFM Resource planning 101

WorkflowMax 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
WFM HC Bonus_ Job revenue forecasting

Job Revenue Forecasting In WorkflowMax

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_ Free Website Frontend & Backend Audit

Free Website Frontend & Backend Audit

Free Website Frontend & Backend Audit

Free Website Frontend and Backend Audit and providing suggestions and recommendations for improvement
WFM in 4 Bonuses_ Hubspot Audit + Strategy Call

Free HubSpot Audit + Strategy Call

Free HubSpot Audit + Strategy Call

Free HubSpot Audit and 1 hr Strategy Call to discuss the Gaps and Opportunities
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WFM_Foundational Implementation Badge (1)

Let's have a chat about you and WorkflowMax.

What our customers have to say

"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

People, process and platform with WorkflowMax by BlueRock

We're a longstanding implementation partner of WorkflowMax, and we're super excited to continue as an official Foundational Implementation Partner with WorkflowMax by BlueRock.