Knowledge is beautiful
@WorkflowMax
Leanne Campbell, General Manager, WorkflowMax
Knowledge is beautiful. It is the powerful factor that enables individuals, businesses and even entire nations to achieve spectacular results... onsidered to be superior in strength in gaining results, the more information we have at our fingertips, the better equipped we are to succeed. Business leaders need knowledge - they can’t just follow their nose. There’s a lot riding on the information that is available to them and many pitfalls to be aware of. It’s not just diminishing time affecting our business leaders it’s the lack of financial visibility, inaccurate quotes, mismanagement of workflow and resources, incorrect invoices and expenses not being tracked accurately. It’s a minefield out there! The juggling of numerous projects, plans, tasks and people while tracking profitability and retaining control is no mean feat for any organisation. Historically, financial project management has been a haphazard journey of scribbling dates and project timelines on whiteboards and entering dollars and cents into a spreadsheet. It’s fair to say - efficiency and accuracy were anything but a reality. Xero, being the stalwart of simplifying complex financial tasks and giving businesses the ability to collect critical business insights, has delivered on two effective and powerful financial project management tools: Xero Projects and WorkflowMax. Take a deep breath and exhale because whether you’re a small creative agency, or a larger construction business, Xero is giving your business its power back. How is this so? How can Xero 60 / Issue 14
Projects or WorkflowMax really help businesses across the globe? Drumroll please: Xero Projects and WorkflowMax are cloud based (accessible from anywhere on any device). Both solutions have the power to equip business leaders and decision-makers with the information required to make smart decisions, form positive relationships with clients and, above all, drive profitability. Let’s be honest, a smarter business makes for a more profitable one. Why would Xero offer two financial project management tools when it’s surely easier to have one? Well, it can’t be a one-size-fits-all situation, can it? It depends on where the business is going and what it’s trying to achieve. Xero Projects is the lighter and more agile sneaker, while WorkflowMax is the more heavy duty boot. Both options however, are specifically designed to maximise project profitability and track the all-important time and costs with accuracy and ease. Xero Projects focuses on the financial side of project management allowing simple time and job cost tracking with one easy Xero login. Some of the benefits are; • Everything in one place, accessed with one Xero login • Integrated with your Xero organisation • Ability to assign bills to projects and pay directly out of your account • Intuitive, simple to activate and use from within Xero • Supports fixed price, time and expenses billing
• Ability to issue deposits • Visibility across all jobs • Monitors budgets and job costs in real time • Projects overview and simple reports WorkflowMax is a highly customisable, end-to-end project management solution for businesses that need to manage their workflow from quote through to invoice while tracking time and costs. WorkflowMax helps improve project budgeting and gain critical insights into a business and profitability. Some of the benefits are; • Powerful financial analysis and workflow management • Track time and costs from quote
Leanne Campbell General Manager, WorkflowMax
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It’s a really exciting time to be in this space, we are super proud to now be able to provide two great SaaS products to virtually any business on the planet - and all powered by Xero. We will help users to provide greater visibility over profitability, cash flow, capacity planning costs - and both products deliver the most valuable thing to any business owner - that’s giving you back your time. There really is no need to run your business manually anymore. Doing business in the cloud and cloud advisory is the future.
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XU Magazine - the independent magazine for Xero users, by Xero users. Find us online at: xumagazine.com
