2 min
Updated: Jun 27, 2023
Xero have recently announced that Workflow Max will be retired in June 2024. We have been using and implementing WFM for ten year and like many others will soon need to decide what system to switch to. The following is some initial suggestions to guide your decision.
There is plenty of time. Switching to a new system only takes a few months so you don’t need to start looking straight away. Plenty of similar products will see this as opportunity for sales and will be planning ways to make their offering look the most attractive.
Most people don’t use all the features in a software application. Have a think about what features, or process flows you really use and write them down.
Think about the process flows that are a bit clunky or take too long with Workflow Max. This will form your wish list of features.
It’s a bit like buying a car, yes, we would all love the latest <insert super car here> but would we really use all the features, and can we afford it?
Once you have defined how you use WFM and what is on your wish list it’s time to get dressed up and go app dating.
There is a lot of choice which can be overwhelming. The Xero app market is a good place to start but you can waste time on dud dates (demos) with app providers.
When you purchase software, you are buying both a program and expertise in process flows. Two programs may have similar features but one may just flow better for your industry.
A sedan and station wagon may have exactly the same features, but one may be better for carting the dog around.
You can filter the Xero app market by industry or focus on the description and what industries they list as the first options.
We have implemented WFM across most industries, in doing this we learned some themes on how different business operate and what they sell or make.
If you can fit into one so these selecting a new app will be easier to define what is important for your business.
Once you have defined your needs, based on what you use now and what you could use, book a call with Ripped Orange or one of the expert Workflow Max implementation partners to walk through your options.
This is part one of a series of articles as we go through the journey to look for a new job management system for ourselves and our clients.
For updates follow us on social media or subscribe to updates below.