The following process has been developed to ensure that WorkflowMax is implemented in a cost effective manner while still delivering a system that is tailored to a client’s industry and specific requirements.

The cornerstone of the our implementation process is a one day workshop for key personnel.  The workshop is a blend of business consulting, WorkflowMax training and education, application setup and implementation planning.  At the end of the workshop the client has a clear understanding of what WorkflowMax can do and how to achieve the desired outcome.

Implementation Process

  • Pre-workshop discussion to determine scope:
    • size of implementation
    • which WFM modules are to be implemented
    • Appointment of client side project manager
  • Provision of business documents by client:
    • Invoice
    • Proposal
  • Workshop for key staff
  • Weekly implementation reviews