• Developing a Migration Strategy from WorkflowMax by Xero

  • Apr 24 2024
  • Length: 58 mins
  • Podcast
Developing a Migration Strategy from WorkflowMax by Xero By cover art

Developing a Migration Strategy from WorkflowMax by Xero

Listen for free

View show details

  • Summary

  • Today I’m sharing with you a webinar I hosted on behalf of Projectworks and WorkGuru that provides an overview of alternatives to WorkflowMax by Xero as it reaches end of life 26 June 2024. The panellists who joined me were: Heidi Seal Ops Consultant at Business Sense (NZ)Matthew Peng Founder at Business ContinuumMatt Hayter Co-Founder at ProjectworksTony Harcourt Co-Founder at WorkGuru The panellists discussed the triggers for change, comparing features of the two solutions. They explored how each platform caters to different industries. The expert implementers shared case studies of successful migrations, highlighting challenges and opportunities clients faced. The presentation covered developing a migration strategy, including exporting data, mapping business processes, and change management. Attendees learned about assessing potential solutions by considering key questions, desired outcomes, and post go-live improvements. The session emphasised preparing early by testing new platforms and leveraging experienced partners for a smooth transition. Overall, the webinar helped attendees understand options for transitioning away from WorkflowMax by Xero to Projectworks or WorkGuru. The Flow of the webinar Understanding the Transition Trigger for ChangeMarket Reaction Comparative Overview of Solutions Common FeaturesTarget IndustriesPoints of Difference Deep Dive into Migration Migration StrategyCase StudiesAssessing Solutions Preparation for Transition Relevant links Heidi Seal Ops Consultant at Business Sense (NZ) L: https://www.linkedin.com/in/heidiseal/ E: Heidi@BusinessSense.co.nz B: https://businesssenseconsulting.co.nz/ Heidi Seal Resources The WorkflowMax Changeover Workshop : https://drive.google.com/file/d/1P7arD82_9YSyW26ekE6ryY6bSR4Z1EQf/view The 7-step process for implementation success : https://drive.google.com/file/d/1Q_nif1fqgCcXfu8o90JhtXscvBhG5CQl/view Matthew Peng Founder at Business Continuum L: https://www.linkedin.com/in/matthew-peng/ E : Matthew@BusinessContinuum.com.au B: https://businesscontinuum.com.au/ Matt Hayter Co-Founder at Projectworks L: https://www.linkedin.com/in/matthew-hayter-9180037/ B: https://projectworks.io/ Tony Harcourt Co-Founder at WorkGuru L: https://www.linkedin.com/in/tony-harcourt/ B: https://workguru.io/ Tony Harcourt Resources Migrating from WoFM to WorkGuru Overview : https://support.workguru.io/support/solutions/articles/43000698451-migrating-from-workflowmax-to-workguru-overview WFM to WorkGuru One-Click Migration Tool : https://support.workguru.io/support/solutions/articles/43000699631-wfm-to-workguru-one-click-migration-tool Support Solutions Hub : https://support.workguru.io/support/home Contact details: Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU
    Show more Show less
Business & Careers Politics & Government
Show more Show less

What listeners say about Developing a Migration Strategy from WorkflowMax by Xero

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available