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Workflow Max
Guided
Migration Support

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

Trial Setup and Test Migration

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

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

Final Migration

  • Migrate Data

  • Transfer Custom Templates

  • Reconnect to Xero and other applications.

  • Invite Users

  • 30-minute user training session

From $800

Book your migration in now

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

Questions

How long will the process take?

Allow three weeks from start to migration.

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.

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.

What are the payment terms?

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

What about ongoing support?

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

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.

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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