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Workflow Max
Guided
Migration Support

Support for a successful migration to the new Workflow Max by Bluerock

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Trial Setup and Test Migration

  • 30-minute Discovery call to review how you are using Workflow Max, and setup your trial and test migration.

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Test Migration and Data Checking 

  • Complete test migration and review

  • 60-minute Training session on how to use the new system and how to check your data

  • Confirm final migration date

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Final Migration

  • Migrate Data

  • Transfer Custom Templates

  • Reconnect to Xero and other applications.

  • Invite Users

  • 30-minute user training session

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From $800

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Book your migration in now

Scheudle your inital dicovery call below to get started and lock your migration date in.

Questions

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How long will the process take?

Allow three weeks from start to migration.

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When should I migrate?

Data migrations may take 24 hours, during this time you won’t be able to use either system.  Consider doing this over the weekend or having a process to record time elsewhere.

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Can I lock in a migration date?

We are taking bookings from Mid-March, at the discovery call we can agree on a migration date.

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What are the payment terms?

50% deposit then the remainder on completion of the migration.

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What about ongoing support?

Clients that are migrated by Ripped Orange have lifetime access to phone support for short questions at no cost.

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How much time will I need to invest?

 

Ripped Orange take a training approach so you will need to be involved in some areas. Specifically, you will be responsible for

  • Cross checking reports to validate data has come across

  • Communicating to staff about the change and what they need to do (we will provide the content)

  • Providing access to your current Workflow Max and Xero

Can I purchase Workflow Max from Ripped Orange

You will need to purchase Workflow Max directly from them via credit card.

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Items that may be additional cost

Extra reports/ staff / templates

There are some manual steps required as part of the migration, including adding users, reports and custom templates. We have assumed the following number of each.

  • Recreation of 5 custom reports

  • Loading and testing of 10 custom print templates

  • Inviting 30 users

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