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Developing a Migration Strategy from WorkflowMax by Xero
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:58:23
- More information
Informações:
Synopsis
Today I’m sharing with you a webinar I hosted on behalf of Projectworks and WorkGuru that provides an overview of alternatives to WorkflowMax by Xero as it reaches end of life 26 June 2024. The panellists who joined me were: Heidi Seal Ops Consultant at Business Sense (NZ) Matthew Peng Founder at Business Continuum Matt Hayter Co-Founder at Projectworks Tony Harcourt Co-Founder at WorkGuru The panellists discussed the triggers for change, comparing features of the two solutions. They explored how each platform caters to different industries. The expert implementers shared case studies of successful migrations, highlighting challenges and opportunities clients faced. The presentation covered developing a migration strategy, including exporting data, mapping business processes, and change management. Attendees learned about assessing potential solutions by considering key questions, desired outcomes, and post go-live improvements. The session emphasised preparing early by testing new platforms and leveraging