WorkflowMax done right - from discovery to adoption
As an official WorkflowMax Advisor and Certified Implementation Partner, I help businesses set up, fix, and optimise WorkflowMax to deliver reliable results across jobs, costs, and reporting.
Challenges
Messy builds
Inconsistent job numbers, templates, and naming.
Unreliable reporting
Data gaps make cost versus estimate unclear.
Disconnected processes
Quoting, purchase orders, and valuations do not flow end-to-end.
Slow adoption
Teams do not understand or use the system properly.
WorkflowMax
Many businesses install WorkflowMax but never unlock its full value.
How I Help
Unlock WorkflowMax Potential
I design WorkflowMax implementations that fit your workflows and train your team to use it effectively.
Clean setup
Job numbering, quote templates, cost groups, valuation rules.
Financial controls
PO flows, cost allocation, approval processes.
Customisation
API bridges, reporting packs, and dashboards.
Adoption & training
Trainual modules, live walkthroughs, ongoing support.
Implementation Methods
Discover
Audit current setup, define outcomes.
Blueprint
Configure templates, job flows, approvals.
Pilot
Test with live jobs, refine reporting.
Embed
Team training, governance, support.
From Setup to Systemised Success
I handle everything from setup and job structure design to custom fields, templates, and reporting. My implementation turns WorkflowMax into a powerful hub that connects your projects, finances, and teams - built for accuracy, visibility, and growth.
Outcomes
WorkflowMax Done Right
With the right setup, WorkflowMax becomes your single source of truth.
Job setup and quoting 30 - 40% faster
Clearer WIP and margin tracking
PO leakage reduced by 20 - 30%
Month-end reporting time cut from weeks to days
Why work with me?
The Difference I Deliver
I am an official WorkflowMax Advisor and Certified Implementation Partner, who knows how to adapt the tool to your unique business.
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End-to-end - process, software, finance, and team adoption.
Cross-sector experience - engineering, construction, print, wholesale.
Independent design solutions that fit your business, not vendor priorities.
Certified Partner - official WorkflowMax Advisor and Implementation Partner.
Let’s customise WorkflowMax to fit your business, not the other way around.
