What's new at WorkflowMax...

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Tip of the Week: Update to Global Search in New UI

by Monica Shepherd on Oct 2, 2015 in WorkflowMax Product Updates & Tips

Have you noticed your search has improved lately in the new UI? 


WorkflowMax Investigates: Simplifying Agency Life

by Chirag Ahuja on Oct 1, 2015 in Agencies & Creatives

As a marketing manager who wears a lot of hats, I can relate to many of the same rewards and challenges faced by most creative agencies. Based on my own experience, I enjoy sharing tips I’ve learned and resources that have helped me grow as a professional.

However, since I don’t technically work at a creative agency, I wanted to connect with some of the industry’s top influencers to hear their perspectives as well. Here’s a preview of the daily tasks they wish they could simplify in their creative fields.


WorkflowMax Is a Critical Tool For Growth for Marketing Communications Firm [User Story]

by Monica Shepherd on Sep 30, 2015 in Agencies & Creatives, WorkflowMax User Stories

User Stories is a regular column on the WorkflowMax blog where we get a company to walk us through their experience using WorkflowMax. Every company is different, and every firm has different methods and processes for managing their projects. Our hope is that by taking a look at what others do, it may help you gain an understanding of how WorkflowMax could work for you.

Today we talk to Lisa East, director of Auckland-based marketing agency, East Marketing Communications.


5 Must-Have Features of your Small Business Invoice

by Steff Green on Sep 29, 2015 in Small Business Tips, Tech & Treats

Image courtesy of suphakit73 at FreeDigitalPhotos.net

When I used to run my own business, invoicing was my favourite part of the job. (Hey, I am a capitalist at heart). I liked how the invoice made a job seem final, and I loved seeing the money appear in my bank account and knowing it was from another satisfied client.

That is, when people bothered to pay me. Because my least-favourite part of work was chasing up unpaid invoices, and I had to do that a lot. It seemed as if my clients loved my work up until the point when they had to pay for it, and then they went AWOL.

If you’re a small business in the same boat with chasing up unpaid invoices, here are five things you should include on your small business invoice to help you get paid faster:


Accountants: Boost Your Profile with these Guidelines for Guest Blogging

by Monica Shepherd on Sep 28, 2015 in Accountants & Bookkeepers

Thanks to cloud technology, you’re no longer restricted by geography when it comes to finding new clients for your accounting practice. So, how can you leverage the power of the internet to grow your reach and put your business in front of interested audiences?

One great way to do this is through guest blogging. It gives you the opportunity to pitch yourself as an expert in your field to a targeted audience and boost visibility around your business. In fact, I’ve written this post with 7 reasons why guest posts will boost your blogging ROI which explores this a little further.

You might be thinking to yourself, ‘But I’m an accountant, not a writer!’, but, fear not, putting together a blog post doesn’t have to be as hard as you think.

Here are 7 recommended steps for getting your guest blogging strategy started.


Four Important Factors to Consider when Implementing BPM Solutions

by Alex Krav on Sep 25, 2015 in Small Business Tips, Tech & Treats

Many of today’s most successful companies utilize business performance management solutions in the workplace. BPM (Business Process Management) software allows these businesses to streamline and optimize their core processes using a single, easily managed network of forms, records, documents, and data, accessible to everyone involved in the day-to-day operations of the company.

If you are considering transitioning your office over to automated software, you may have some concerns. The benefits almost always outweigh the negatives, but here are some factors you may want to consider before implementing a new BPM system.


Recording Daily Time Just Got Easier With WorkflowMax Quick Time Entry

by Steff Green on Sep 23, 2015 in WorkflowMax Product Updates & Tips

Here at WorkflowMax, we have a dream...

Imagine a world where timesheets are a quick and simple task Imagine being able to record time now and then edit the details later? Imagine your timer automatically being able to tell how long you’ve spent on certain tasks, and logging accurate time for you?

Some of this is still on it’s way, but today we’ve taken the first important step to making simple, intuitive and intelligent timesheeting a reality. In order to build the incredible timesheet tool that we’re planning, we had to first completely recreate our daily timer, and we’re pleased to share that this new daily timer is now ready for you to use!

On September 23rd, we’re rolling out version 1 - a simple way to quickly record, add and edit your daily time. In coming months, we’ll be aiming to add new features to this timer for improved functionality, but we wanted get this release out to you now so you could start to take advantage of its features.


All Hail the Distributed Creative Team! Tips for Managing Creative Projects Remotely

by Steff Green on Sep 22, 2015 in Agencies & Creatives

Image from Machline

More and more agencies are allowing their staff to work remotely. Having a remote team comes with several advantages - you’re spending less on rent and equipment, and that’s money you can funnel back into the business. If teams are in different countries, you end up with someone working in the agency 24/7, which is great for attracting those big international clients. And, research has shown time and time again that remote workers can be even more productive, so you’ll be gaining a team that’s able to do more in the time they have available.

But managing a remote team carries its own unique set of challenges. There is something about having everyone together in one space where they can talk face to face that fosters a great team psyche. Without this “facetime”, will you be able to continually produce high-performance campaigns?

There’s only one way to find out. It’s time to dive in and learn how to manage a remote team. Here are our top tips:


8 Billing and Invoicing Lessons Every Small Business Owner Should Know

by Monica Shepherd on Sep 21, 2015 in Small Business Tips, Tech & Treats

In running my own business, I discovered learning the hard way can often be the best way of getting schooled. I had to take errors on the chin, look at the lessons and experience I got out of it, improve on processes, and work bloody hard to never make that mistake again! Although tough, these experiences helped me grow and improve both professionally and personally.

However, there were some lessons I really could have done without learning the hard way. Unfortunately, I made some pretty big mistakes when it came to managing my billing that cost me, big time.

Losing out financially when you’re trying desperately to get ahead in your business is heartbreaking. Here are 8 billing and invoicing lessons for small businesses to follow so that you don’t have to learn the hard way when it comes to your finances!


Transparency Builds Client Trust for Creative Agency, Mogul [User Story]

by Monica Shepherd on Sep 18, 2015 in Agencies & Creatives, WorkflowMax User Stories

User Stories is a regular column here on the WorkflowMax blog. Here, we get a company to walk us through their workflow process. Every company is different, and every firm has different methods and processes for managing their projects. Our hope is that by taking a look at how others use WorkflowMax, you'll see how it could be the right software solution for your business.

Today we talk to Georgina Miller, managing director at Mogul, a creative agency based in Hawke’s Bay, New Zealand. Mogul are also a recent Xero Add-On Partner for their XPM website integration.

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