WorkflowMax

Kloud is a Certified WorkflowMax Partner and will be happy to demonstrate how WorkflowMax will fit into your business. We operate around Taupo and Hawkes Bay but are happy to help you remotely if that’s what you need.

WorkflowMax is a web-based software providing a solution for managing leads, quoting, purchase orders, invoicing and everything in between.

Good for your business

When implemented and used correctly it has the power to create significant improvements in your efficiency and provides you with up-to-the-minute reporting, enabling you to make far better business decisions.

“Jodie Dalton from Kloud has worked with us on several projects, including the WorkflowMax implementation for a second office in the South Island. She has provided ad hoc support when required, for the past 18 months. We find Jodie to be very knowledgeable, efficient and helpful. Jodie is quick to respond when questions are fired her way and has a ‘can-do’ attitude that means we are never shy of putting a challenging query her way. We highly recommend Jodie from Kloud to any prospective clients.”

– Guy Lethbridge, Director, Strata Group Consulting Engineers Ltd

What we do

We assist with planning and implementation, including custom templates development and data migration. We provide comprehensive training and documentation and offer ongoing technical support if required. We can independently (or alongside your accountant) integrate WorkflowMax with Xero.

We ensure:

• WorkflowMax is the right fit for your business
• Implementation reflects your business and its processes
• Users are thoroughly trained
• Reporting is accurate and provides the insight you need to grow your business

Get the most from WorkflowMax

We take you through these steps to make sure you get the maximum value and benefits from WorkflowMax.

Plan and Evaluate

We’ll meet with you and evaluate whether WorkflowMax is the best fit for your business. We want to know about your current system and processes, your ‘likes’ and ‘need to haves’. We’ll explore your business to understand as much as we can.

Test Build

We take your current information, test it, then demonstrate how YOUR data flows through WorkflowMax – BEFORE you invest in the ‘Go Live’ version.

Set Up

We work with your team gathering and testing the information that needs to be migrated to your new system. We design and upload custom templates to ensure quotes, purchase orders and invoices reach your clients and suppliers exactly as you want them to. We liaise with your accountant and others in your support team to ensure seamless integration.

Train & Support

Once implemented, we provide documentation and training sessions to ensure your team completely understands WorkflowMax. We provide ongoing support and are there to help if you need us in the future.

WorkflowMax is great for professional services, IT, creatives and trades. Call us for an obligation free chat – we are happy to meet with you and demonstrate WorkFlowMax to see if it is the right fit for your business.

Already using WorkflowMax?

Health Checks

We can review your current setup and provide you with a ‘Health Check’ Report that will identify inefficiencies. We will provide you with a solution and train you on how to fix them.

WorkflowMax Training

We have training courses that can be designed for your organisation and run individually, or as a private group. Choose from one of the following or we can tailor make a course to meet specific requirements.

Training Courses

• Introduction to WorkflowMax
• Leads, Quotes and Jobs
• Administration
• Invoices and Reporting

Please feel free to contact us for further information on these training courses and their suitable audiences.