With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

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Implementation questionnaire

Choosing the right implementation option for you

To work out what type of implementation is likely to suit you best, you'll need to rate how closely each statement below matches your business situation. Click the 'Start' button below then select a value from 1-7 for each statement and we'll calculate your score.

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Implementation questionnaire

Please complete the following 10 questions
I have quite simple needs
My needs are more complex
I only need an off-the-shelf type setup - little or no customisation is needed
My implementation will require some customisation to suit our business requirements
I have plenty of time until the intended go-live date
I want to go live as soon as possible
I have only a few staff and staff roles
I have lots of staff and many staff roles
I can start without entering any previous job, quote or invoice information
I have lots of legacy data that needs to be imported
I don’t need to connect to any other 3rd party apps - apart from Xero
I need to integrate with other applications, as well as Xero
I don’t have the cash resources to pay for expert assistance
I have the cash resources to invest in expert assistance and can see how the benefits of doing so outweigh the costs
I have someone on my team who is well qualified to implement WorkflowMax
I do not have or cannot spare anyone on my team who is suitably qualified to implement WorkflowMax
I can start using a few basic features, and add in other functionality over time
I want to get everything set up and working properly from day one
I have the spare time to invest in self-education
I can’t afford the time required to learn how to set up WorkflowMax and complete the project before I go live
Your implementation score

We recommend Guided Implementation.

24 or less

We recommend using the Self Implementation course.

25 to 74

We recommend using a Guided Implementation.

75 or more

We recommend using an Expert Implementation Partner.

Send yourself or a colleague your results

Have any questions?
Get in touch with our support team to help you choose the best implementation option for you
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