From XU Magazine, 
Issue 38

Is WorkflowMax dead? No. Meet WorkflowMax by BlueRock!

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
You can find the original post here:

You might remember, back in March 2023, a pivotal moment unfolded in the world of project accounting and financial job management software. BlueRock, a tech-savvy advisory firm known for its innovative approach, took a significant step by acquiring the well-loved WorkflowMax brand from Xero.  

The brand acquisition marked the beginning of an ambitious journey to revitalise and re-envision WorkflowMax for the modern accounting professional and your clients. It’s now almost a year later and the fruits of this labour launched on 21 February 2024, when we introduced WorkflowMax by BlueRock to the world.

The journey of reimagining WorkflowMax

From the outset, our WorkflowMax by BlueRock team has been driven by a clear mission: to offer a seamless transition for existing WorkflowMax users and provide an improved alternative for businesses either using or looking for a new job management solution. The goal has been to build upon the solid foundation that made Xero’s WorkflowMax a favourite among accountants and bookkeepers – and their clients – while injecting new life and functionality into the platform.

WorkflowMax by BlueRock‘s development has been characterised by rapid product evolution and underpinned by a growing team of passionate experts who want to exceed user expectations.  

Our purpose is ingrained in everything we do: to help people drive productivity, performance and profitability every single day.

Design and development: a familiar yet enhanced experience

WorkflowMax by BlueRock has been meticulously crafted to offer a user experience that is both intuitive and powerful. Drawing on extensive feedback from more than 3,000 small businesses, accountants and bookkeepers, the product and customer experience team enhanced the new platform's usability, streamlining navigation and integrating more robust features for managing workflows efficiently and effectively.  

We’re also increasing the data and insights that modern accountants and bookkeepers need to advise more accurately. The result is a platform that feels familiar to WorkflowMax’s long-time users and has an improved level of refinement and functionality that will hopefully set a new standard in job management software.

Migration made easy

One of the key considerations for existing WorkflowMax users is the migration process. We've addressed this head-on by developing a simple-to-use, purpose-built migration tool that makes the transition to the new platform as smooth as possible. To showcase just how easy migration can be, watch a demo of the process. You’ll see a step-by-step walkthrough of how users can transfer their data and get up and running on WorkflowMax by BlueRock without skipping a beat.

The migration tool is designed to minimise disruption and make sure that users can switch without losing any valuable data or experiencing significant downtime. Because the platform feels similar and familiar, businesses need not worry about completely re-training their teams or having to invest in a large-scale change management project to move software. This focus on a hassle-free transition reflects our commitment to supporting our customers every step of the way, from the initial decision to migrate through to full adoption of the new platform.

Looking ahead: a commitment to continuous improvement

The launch of WorkflowMax by BlueRock is just the beginning. Our team is deeply committed to continuous improvement, growth and innovation driven by community feedback from our partners (accountants, bookkeepers, software experts) and end users.  

This ongoing dialogue means that WorkflowMax by BlueRock will evolve in line with the needs of our users, offering new features, integrations and enhancements that make managing jobs simpler, more efficient, more profitable, and more enjoyable.

For professionals in the accounting and bookkeeping industry, WorkflowMax by BlueRock represents not just a tool, but a partner in your own business growth. Our launch is an invitation to join a community of forward-thinking professionals who value efficiency, innovation and the power of a well-managed workflow.

As we move forward, the promise of WorkflowMax by BlueRock is clear: to deliver a job management solution that users can be proud of, backed by a team full of pride and passion for what they have created.  

The journey has only just begun, and we invite you to be a part of this exciting new chapter in job management software. Find out what's new and what's next on the roadmap.

Supporting our partner community

Our Head of Growth and Partnerships, Ryan Kagan, has been instrumental in the development and strategy for our new partner program. One way we’re enhancing how we collaborate and support each other is through a strategic partnership with Coachbar. Coachbar, founded by the talented quartet of Doug LaBahn, Rob Stone, Josh Drummond and Owen Burley (ex Cin7, Xero, and Sage to name a few) is set to advance our partner interactions by driving unparalleled value through the universal partner directory. This initiative will enhance our software ecosystem and create meaningful connections between businesses and professional software experts to foster better outcomes for all involved.  

Furthermore, is developing a partner relationship management (PRM) platform for WorkflowMax by BlueRock. The PRM is being co-designed with us, modelled to the needs of our WorkflowMax by BlueRock partners, and complimented by our collective and extensive experiences in partnership channels. This platform will serve as the centralised hub for all partner communications, new business opportunities, operations, education, and collaboration, ensuring that our partners have the tools and information they need at their fingertips.

With new partner agreements, commission structures, certification programs and a vibrant community, we're committed to supporting our partners every step of the way.  

If you're interested in joining our partner community, we invite you to register here.  

Empowering customers through the transition  

At the heart of our customer success strategy is Kaia Kaldoja, our dedicated Head of Customer Success. For those of you who don’t know, Kaia was responsible for growing the BlueRock bookkeeping practice for 6 years, powered by WorkflowMax. She knows just what it takes to build an efficient, profitable and automated business. Under Kaia's leadership, we're rolling out a comprehensive and free support package designed to make the transition to WorkflowMax by BlueRock as smooth and stress-free as possible for customers.

Tap into our free migration support package – here's what’s included for customers  

Free access to the migration wizard – we’ve built a reliable tool to easily transfer your clients’ data. All important historical information comes across and businesses can continue as normal, with minimal disruption.

50% off 3 months of subscription fees* – to ease the transition for WorkflowMax by Xero customers, we’re offering an exclusive discount for sign-ups by 1 April 2024. It’s our way of supporting partners and customers through the change and making sure you all experience the full benefits of WorkflowMax by BlueRock without any hassle. *Terms and conditions apply.

New bite-sized training and education courses – get the knowledge and skills to make the most of WorkflowMax by BlueRock with our user-friendly learning management system (LMS).

1:1 migration planning sessions – offering a personal touch, these sessions give customers the opportunity to engage directly with our team, discuss their specific needs, and finalise their migration plan.

Weekly migration drop-in sessions – for those quick questions or when guidance is needed without delay, our weekly drop-in sessions are the perfect opportunity to connect with our experts and get answers in real time.

Weekly product updates – led by our Head of Product, Chris Galt and Product Manager, Macaulay Hey, these sessions (some live and some recorded) are a fantastic way for customers and partners to stay informed about the latest updates, changes and future product developments.

In-product educational journeys – new guided tours within the product will highlight improvements and changes, eliminating the need for teams to completely relearn the product from scratch.

Around-the-clock support and a new help centre – to make sure customers can quickly find the information they need, we've launched a new help centre that’s complemented by 24/7 support for all users. These are championed by our Product Experience Manager, Joanna Bellis and Head of Customer Support, Kuang Gan who have over 20 years of combined experience with the product.  

Complimentary discovery sessions with our partner network – these are for customers with larger and more complex needs who’d like to engage with an expert. You can contact an implementation partner in our directory for a free conversation about your migration requirements, planning, staff training and account optimisation. Most partners have a range of support packages available to suit all budgets.  

We hope you take advantage of all these resources and join us on this exciting journey towards improved productivity, performance and profitability.

If you have any feedback for me directly, you can contact me on LinkedIn.

Why leave it there?

To find out more

Straight to your inbox

Subscribe to our newsletter for updates as they happen
We hate spam too. We NEVER sell our mailing list.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.