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WorkflowMax Self-implementation Course

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Why you should complete this course

Avoid common setup issues

This course will help ensure that you avoid the common pitfalls when implementing WorkflowMax into your organisation. The course also ensures the implementation goes smoothly without disrupting your day-to-day operations and lets you benefit immediately from the capabilities of this powerful platform.

Let us guide you from start to finish

In this course, we guide you through every step of the setup process. We'll show you how to set up your account, select the right processes for your industry, design your documents, then help you load your current jobs with opening work in progress (WIP) balances. We'll also show you how to set up your Xero integration and explain how it works.

Curriculum

  • 1. Get started
  • Options for Implementing WorkflowMax
  • Two versions of WorkflowMax
  • What's in this course
  • Get the course guide
  • 2. Prepare for implementation
  • Identify project roles and responsibilities
  • Prepare your account
  • Prepare your project plan
  • 3. Implement WorkflowMax for your organisation
  • Configure WorkflowMax
  • Import your clients and suppliers (optional)
  • Design your documents
  • Identify your job processes
  • Prepare for go-live
  • 4. After go-live
  • Start using WorkflowMax
  • Get your process template
  • Next steps for your business
  • Contact us
  • Contact us

Why you should complete this course

Avoid common setup issues

This course will help ensure that you avoid the common pitfalls when implementing WorkflowMax into your organisation. The course also ensures the implementation goes smoothly without disrupting your day-to-day operations and lets you benefit immediately from the capabilities of this powerful platform.

Let us guide you from start to finish

In this course, we guide you through every step of the setup process. We'll show you how to set up your account, select the right processes for your industry, design your documents, then help you load your current jobs with opening work in progress (WIP) balances. We'll also show you how to set up your Xero integration and explain how it works.

Curriculum

  • 1. Get started
  • Options for Implementing WorkflowMax
  • Two versions of WorkflowMax
  • What's in this course
  • Get the course guide
  • 2. Prepare for implementation
  • Identify project roles and responsibilities
  • Prepare your account
  • Prepare your project plan
  • 3. Implement WorkflowMax for your organisation
  • Configure WorkflowMax
  • Import your clients and suppliers (optional)
  • Design your documents
  • Identify your job processes
  • Prepare for go-live
  • 4. After go-live
  • Start using WorkflowMax
  • Get your process template
  • Next steps for your business
  • Contact us
  • Contact us

Accessing Your Data

When you register for a WorkflowMax course in the SkillJar Learning Management System, you need to provide your name and email address.

As you complete courses, we record various items that allow you to track your progress. These include details of your advancement through each course, scores in quizzes, dates of completion, and course certificates.

You can contact us at any time to:

If you have any questions about our collection and storage of data in SkillJar, please contact us at support@workflowmax.com.

As WorkflowMax is a Xero company, please go to the Xero Privacy notice for further details.

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