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BlueRock Digital:

harnessing tech to drive success

10 Min Read

A division of BlueRock, BlueRock Digital is all about getting businesses primed for growth. Leveraging technology to systemise, automate and integrate business systems, BlueRock Digital support entrepreneurs and business owners to grow ideas into ‘wow’ businesses. With WorkflowMax now part of their digital arsenal, they are helping businesses all over Australia to generate growth and streamline how they work (including their own!).

Business system consultants and WorkflowMax implementers, BlueRock Digital exist to help entrepreneurs and business owners use digital solutions to grow and improve their businesses. Leading the team, Ryan Kagan (Director of Digital) and Josh Licence (Business Systems Specialist) have helped businesses harness WorkflowMax as part of a suite of technology-driven solutions, to generate growth and streamline how they work.

Founded on the vision of helping businesses leverage technology to move faster and smarter, BlueRock Digital walks the walk and talks the talk. BlueRock Digital was established to help small business owners and entrepreneurs take advantage of cloud-based systems and digital technologies – empowering them to find efficiencies in their day-to-day operations and reach the big goals they’re striving for.

“It’s powerful to share our experience with clients, showing them what’s possible,” says Ryan. “How technology can help achieve something they’ve always dreamed of or aspired to, but not realised just how close it is with tools like WorkflowMax.”

WorkflowMax has empowered us in our own growth, maturity and evolution. Without it, we’d just be stabbing in the dark and hoping for the best."

- Ryan Kagan, BlueRock Digital

Describing themselves as a ‘connected community’ of more than 180 entrepreneurially-minded specialists, BlueRock Digital works within the broader BlueRock advisory firm to support their clients in every aspect of business. With 11 divisions under their belt, they can tap into the specialised knowledge and resources of a team of business advisors with expertise across different business functions – from law to accounting, finance and data intelligence.

BlueRock is a ‘one-stop-shop’ spanning broad solutions across all aspects of owning and running a business and with BlueRock Digital at the table, it’s all focused through a digital lens.




BlueRock Digital’s approach takes a holistic ‘ecosystem’ view of a business, with services extending from back-of-house, or operational functions, to front-of-house or customer-facing solutions. Not only do they help their clients implement and leverage technology to systemise, automate and streamline their business processes, they also help drive revenue growth through digital marketing and web activities to better connect businesses with their customers. This approach is a boon for time-stretched business owners who want confidence that all the moving parts of their business are moving together, in the right direction.

From the start, one of BlueRock Digital’s biggest challenges was making the complex concepts of technology simple for business owners, tangibly defining a service and its outcomes is a challenge that many service-based businesses face.

“Leveraging our own experience, we help clients grasp the concepts, implement, personalise, and see results very quickly,” says Ryan. “That’s the reason we took WorkflowMax to market in the first place. We’ve been there, we’ve done it, we’ve tried and tested it.”

After validating their business model through their own startling growth during their first years in business, their methodology has now been proven time and again through client success stories. Early on, they implemented WorkflowMax as a powerful project management solution to help them manage and track projects and process with rigour. This helped them guide and manage their growth, and crucially, also demonstrate it to clients. As an outcome, they’ve now implemented WorkflowMax successfully for a range of SME clients across different industries, to help them achieve their goals.

We chose WorkflowMax because it's got the mechanics to drive a proficient, operationally strong business."

- Ryan Kagan (Director of Digital)
“The visibility and control the estimation tool gives us over job scoping and pricing is invaluable in empowering our teams to take more accountability for how we plan and deliver work.”

“From day one we had clearly identified functions and attributes we needed in our solution; for example, managing WIP, recording timesheets, the ability to manage a lifecycle of clients from lead through to invoicing,” says Ryan. “We needed something cloud-based, flexible, and driven by varying degrees of process and sophistication (that could stretch and adapt as a business grows), as well as the ability to link in with our preferred accounting platform – Xero. This all became part of our selection process. 

“When we started out, we were collectively spending over 30 hours a month producing invoices. Now, using WorkflowMax, our support person spends just 15 to 20 minutes a week on that function,  freeing her to focus on higher-value activities like sales and business development.


An example of success in action, BlueRock Digital guided one client through a dramatic turnaround from a high degree of margin leakage and running at a loss, to a $60k profit the following year. And a year trading after that saw them well into six-figure profit. Simply by utilising WorkflowMax to enact simple tweaks and changes in behaviour by way of better understanding the importance of time, and focusing on job and client performance.

“It’s really all about information,” says Ryan. “When you have information, you have power. And when you have the power, you can make calls with authority and confidence. It allows you to really steer the ship in the right direction.”




BlueRock Digital and WorkflowMax are both in the business of using and organising information in a smarter way, to create insight and drive effectiveness. BlueRock Digital firmly believes that with the right tools and ambitious minds, they can truly take on anything. With tools like WorkflowMax, we think they might just be right.


If you’re struggling with various areas of your business and are considering WorkflowMax, our set up partners, such as BlueRock Digital, may be the solution for you. A community of passionate partners who know WorkflowMax inside out, their expert advice can help get you up and running in no time! Our partners will guide you through the setup using a mix of video conference, face to face and telephone support.

No credit card required. No contracts to cancel.
No setup fees. No hidden costs. No downloads.

Engaging an implementation expert can be a priceless decision. When you have someone on board who understands both WorkflowMax and Xero, as well as your own unique business needs, the result is that you truly harness the full power of both products working together.

If you and your business are interested in becoming a partner, we can help with that too.  Partnering with WorkflowMax means your clients will get the benefit of your expertise and experience while you boost the value of your services.


MAX hacks from BlueRock Digital

Whether you’re implementing new software like WorkflowMax or using data from that software to optimise systems and processes within your business, a few considerations can help you to optimise your results.


Empower your teams

BlueRock Digital has found implementing systems and software like WorkflowMax drives the greatest results when their clients’ teams are well-trained and empowered to take ownership of its use.
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Question the status quo

Ask not just how things are done, but why, and how could they be done differently. Data-driven insights from WorkflowMax’s job tracking can help to uncover how things work, and how they could work differently.

Take time to plan

Before you implement any solution, assess carefully and plot the process.

Map it out

Visualise where your business needs to get to (and why). Mapping it out will help you to create a clear pathway and identify roadblocks. “[It’s] very much overlooked with most clients we meet. Where are you heading, and what is the pathway? What does the business plan look like?” says Ryan. This is helpful before implementing any system, including software like WorkflowMax, as it helps you see how best to tailor it to your needs.

Approach it holistically

Taking an ‘ecosystem’ approach, and exploring your business and goals through a number of lenses, including people, processes, systems, marketing, accounting and financial performance, will give you a holistic view of the moving parts within your business and how to steer them.

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