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Interact With The New WorkflowMax User Interface

I know some of you are super keen to see and use the new UI that we have been promising for some time, but I am going to have to ask you to maintain your patience for at least a short while longer.

We are making awesome progress, which I really wanted to share with you, so I have included a screenflow of the new client interactions at the bottom of this post. If you click on the image you can use the right and left arrow buttons on your keyboard to take you through the flow.

Due to the complexity of the build and the complete rewrite of the interface platform, in order to mitigate any risk, lower any training time and ensure we actually get the new product out the door, we are going to be rolling out the release incrementally - both in terms of the product itself and to targeted sections of our user base.

We are targeting a release in the next 4-5 months for version 1 of the interface. V1 will contain all new:

  • Client screens
  • Global search functionality
  • Reporting functionality and reports
  • Invoice and Quote Manager screens only (not the individual edit and view screens)
  • Menu bar


New Clients Screen


New filtering functionality available on all 'Manager' screens.

Version 1.0 of the release will be pushed out to a smaller sample of our client base, primarily those currently running the Practice Manager module. The logic behind this is to minimise the impact on a much smaller set of users, so that we can ensure that we iron out any significant issues before making the changes available to our full user base.

Following the initial release and bedding in process our second release will include time sheets. It is at this point that we will aim to roll out the new UI to everyone. However we aren't in a position just yet to look at putting dates around this release.

Once we get past the time sheets release we will still be missing the Job Manager and new Job screens, but this will be the next cab of the rank.

The appeal of the iterative release approach means that you can experience large pieces of the new UI functionality without having to wait for the entire application to be finished prior to a rollout. It also means that any learning or up-skilling is a kept to a minimum as small changes are included in each release cycle.

Please let us know if you have any concerns, we would be happy to talk them through.

To get a better understanding of how the new design works, click on the image below and use your left and right arrow keys to navigate through, note that the data for this screenflow is specific to an accounting practice, but it does give all of our users a good feel for how the new screens will flow and the new look and feel:

Screen Shot 2014-01-31 at 2.25.57 pm



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Gavin George
A thought leader in the cloud computing industry, Gavin George is the Co-founder & General Manager of WorkflowMax - the cloud-based workflow management software used by thousands of marketing and advertising agencies worldwide. With over 7 years of experience in cloud computing solutions, Gavin intimately understands the challenges that companies face in transitioning and managing their business on the cloud.

Gavin George