Trenchant Business Evolution

Working with Denny to implement and improve WorkflowMax at our interior design firm was critical. We didn’t have the time or expertise in-house to really develop this software so having a go-to guy was key. His systematic and logical approach to problems really helped us customize this software to our exact needs. He helped us create custom reports which gave us a true idea of how our projects were going. We will continue to use Denny to help us fine tune the software to get even more benefit for the growth of our company.

In the process of transferring our 30 year business’ management to a new online platform (after the one we had used for years, became defunct), we were concerned as to how this new system could be implemented with as simple and seamless a transition as possible. Denny was recommended to us, by one of the platform’s main representative’s, and we could not be more grateful. Denny has been our guide through this process, and often our saving grace. His knowledge of the platform, patience and assistance in our learning process, and ability to help us customize the invoicing, to fit our very specific needs, has been invaluable. Denny’s vast knowledge, ability to problem solve and keep calm in all circumstances, is amazing. We cannot recommend him more highly.

“Changing your Project Management and Accounting software can seem like a daunting task without the right support, but I knew after a few minutes of talking to Denny that he was the right support for our team. Denny was incredibly patient as we talked through our current “headaches and challenges.” From there Denny’s knowledge of WorkflowMax and Xero made our transition as seamless as possible with many new efficiencies along the way! I would highly recommend Denny to anyone that is considering WorkflowMax or Xero!”

When running a consulting business your time tracking and job management systems are mission critical.  Denny was so great to work with along the way, he was a reliable, calm, and knowledgeable resource always keeping focus to ensure we met our intended “Go-Live” date.  Our main goal was to have the processes in WorkflowMax closely mimic what we were currently doing while getting all of the added features and benefits of the new system.  Denny was able to achieve this for us by taking the time to understand how we currently worked before he set up each new part of our process and being able to set expectations and workarounds if there was something more custom required.  Denny stayed with us right to “Go-Live” and beyond being available anytime to tweak, answer questions and help us get all the added benefits of reports.  I wouldn't hesitate to recommend Denny to any other firm looking to implement WorkflowMax.

We have been using WFM now for several months. The program is a great improvement to my scheduling
routine. My team can move forward on all jobs they are assigned to and keep a clear focused day with their
tasks.
Without Denny’s help and attentive assistance to my needs, this never would have happened. Anytime I
needed his help, he was prompted and accurate with what I needed. He is a great trainer to have in your
corner and is always right on the task!
Thank you all for the help and support.