Closing your Workflow Max by Xero Account
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
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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
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Complete test migration and review
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60-minute Training session on how to use the new system and how to check your data
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Confirm final migration date
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Final Migration
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Migrate Data
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Transfer Custom Templates
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Reconnect to Xero and other applications.
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Invite Users
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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
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Cross checking reports to validate data has come across
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Communicating to staff about the change and what they need to do (we will provide the content)
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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.
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Recreation of 5 custom reports
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Loading and testing of 10 custom print templates
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Inviting 30 users