Closing your Workflow Max by Xero Account
Workflow Max
Premium
Migration Support
Full-service migration support is ideal for larger, more complex migrations. We will review how you currently use Workflow Max and then build a migration plan.
From $2500
Setup and Training
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Discovery call to review how you are using Workflow Max, this will identify areas to focus on with the migration, and if Workflow Max by Bluerock will meet your requirements.
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Documented migration plan.
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Setting up initial migration to test the migration and identify any errors.
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Training session for administrators on new features and process flows.
Migration and Data Checking
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Prepare reports to validate data has been migrated correctly.
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Communication and online training for users.
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Pre and Post migration day support.
Post Migration Support
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Virtual Q&A training session for all staff
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Training session for people with job manager role.
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Support during first invoice cycle.
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One month check with key users.
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Any small process or system changes.
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
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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.
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 10 custom reports
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Loading and testing of 10 custom print templates
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Inviting 30 users
System and Process Changes
There will be new ways to work or adjustments that you want to make after or as part of the move to WorkflowMax by BlueRock.
A small allowance is included as part of our premium migration service. Changes in addition to this will be charged at $180per hour. These changes will be identified as part of the discovery call.