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Xero Projects vs. WorkflowMax: Which is Best for Your Business?

Xero Projects vs. WorkflowMax: Which is Best for Your Business?

At Xerocon 2017, Xero introduced Xero Projects, a new platform that offers small business owners simple ways to track projects, timesheets, invoicing and other factors to ensure better profitability. Because Xero owns both Xero Projects and WorkflowMax, it can be confusing for small business owners: which solution is best for your business?

Here are the key factors to consider when deciding which of these impressive cloud-based software solutions is right for your business.

Xero Projects is very new

Yep, since the announcement of Xero Projects at Xerocon in mid-September 2017, AFL club Richmond has not lost a football game (we checked). Even though it’s new, it’s well thought out and is priced accordingly with a $7 per user introductory rate (that will increase to $10 per user in 2018). But bumps are to be expected, and Xero is yet to roll out the full suite of functionality for Xero Projects. Features like iOS and Android apps, and integration with Quotes and Expenses are not available yet. But, it’s only getting better from here.

What is Xero Projects good for?

The current incarnation is suitable for small businesses with simple costing needs, such as freelancers, sole traders and micro businesses with less than ten staff. If your small business is in the creative, IT, finance, design, consulting and digital marketing space, you’re the ideal customer.

For example, a freelance web developer can use it to record time, cost jobs, manage subcontractors and track the progress of projects. Importantly, it allows you to easily build reports to assess each project’s profitability and cost-effectiveness. This reporting allows you to quote more accurately and concentrate on the most profitable aspects of your business. It’s a great way to bring quality project management software to smaller businesses, potentially giving them a more level playing field with larger competitors.

What is WorkflowMax good for?

WorkflowMax is a sophisticated cloud-based project management tool, with much more complexity and functionality. Managing larger teams brings further complexity in scheduling, operating processes, task tracking requirements and job costing that WorkflowMax is capable of handling. Importantly, WorkflowMax can be configured to your business processes. For example, your business might follow a process of initial scoping, getting approval, integration and then final delivery. WorkflowMax can be configured to these stages in your project life cycle.

And with its lead management and CRM tools, you can track your leads pipeline from one place. Taking leads on a journey from initial interest through to a signed proposal can be streamlined and simplified with WorkflowMax. If you have sales staff, you can track how they are performing by assessing how many of their leads convert to customers and the value of the customers they are bringing in. WorkflowMax makes costing jobs easier as you can access data from similar jobs, meaning you’re less likely to underquote a job and be stuck delivering an unprofitable project. And with more than thirty add-ons, WorkflowMax can integrate with other cloud-based software tools that produce financial reports, track expenses, manage payroll, schedule staff shifts and much more.

Simple versus complex

As you can see, WorkflowMax offers a lot more features and functionality than Xero Projects. But with that complexity comes difficulty. It’s not a system you can set up easily yourself. In contrast, Xero Projects is quite easy to get started on your own, if you have basic cloud software experience (such as Xero). If you’ve no plans for extensive growth and can’t see yourself using many features of WorkflowMax, you may find yourself happily using Xero Projects for years without issue. However, as a growing business with the intention to increase sales, revenue and staff numbers, you may find yourself outgrowing Xero Projects in its current form within a few years.

Migration

If you’re small, you might be tempted to start with Xero Projects and move on to WorkflowMax later as your business grows. However, there is no path in place to enable simple migration from one to the other. (Or back again, if your business is scaling down in its twilight years.) So, it may be wiser to start with WorkflowMax while you’re still small, building in the functionality along the way, rather than going through the hassle of upgrading to WorkflowMax in the middle of a complex growth stage.

Pros and Cons

Benefits of Xero Projects:

  • simple, with a good user interface
  • less complexity makes it easier to use and navigate
  • easy to get started on your own
  • suitable for small businesses of less than ten staff

Cons of Xero Projects:

  • less functionality for complex reporting
  • less integration with other tools
  • no iOS or Android app (yet)
  • you (or your accountant) must be a Xero customer to access it

Benefits of WorkflowMax:

  • offers a number of sophisticated reporting tools
  • can be configured to your business processes
  • manage deadlines, invoicing, job allocation, profitability and efficiency
  • you can get WorkflowMax without having to purchase Xero
  • suitable for businesses with up to 100 staff

Cons of WorkflowMax:

  • Complex features may not be required for smaller business
  • Needs expert setup by cloud integration partner for maximum efficiency
  • Requires training for staff to learn how to use it

The upshot: our recommendation

If you’re small and have no growth plans, Xero Projects may be all you need. If you have more than five staff and growing, WorkflowMax is the better choice.

Also, if you’re small now but have ambitious plans for the coming years, start with WorkflowMax now. Choose a platform that will support your rapid growth down the track.

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Business Continuum Announced as Scoro’s Exclusive Integration Partner for Australia and New Zealand

Business Continuum Announced as Scoro’s Exclusive Integration Partner for Australia and New Zealand

It’s packed with features, easy-to-use, and the most comprehensive new project management tool to hit our shores in a long time. Meet Scoro. We’re thrilled that Scoro is now available in Australia and New Zealand, and that Business Continuum has been announced as the exclusive integration partner for this region.

So, what is Scoro?

This cloud-based software solution is considered to be the Salesforce equivalent in the project management software space. It’s seriously impressive and packed with features, and it’s customisable for any business with project management needs – like creative agencies, design studios and other professional service businesses. Users can get more work done, organise multiple projects, track timesheets, invoices and payments and manage the entire business within a single cloud solution.

Effective immediately, Business Continuum will be introducing Scoro’s broad spectrum of services to Australian and New Zealand businesses that need advanced project management support.

Ben Harrison, in-house Scoro expert

To ensure Business Continuum has advanced in-house knowledge of Scoro and all its features, we recently sent our Client Manager Ben Harrison to Estonia for an intensive two-week immersion course with Scoro’s founders. Ben spent time working with the Estonian founders of Scoro, learning all facets of its impressive features and enjoying the sights of the Estonian capital Tallinn.

“Because I was concentrating on my deep-dive into Scoro as much as possible, I didn’t get much time for sightseeing,” said Ben. “But I did enjoy getting around Tallinn. Estonia is a beautiful country with an ancient history that is visible with the walled city in the centre of Tallinn which I enjoyed exploring. It’s a fascinating contrast of different styles of architecture from significantly different eras.

A great welcome from Scoro.

“The Scoro team was really welcoming. What’s impressive about Scoro is how seriously they take improving their product—they average five major releases a year, all with 20 or more significant updates. They are very open to suggestions on how the features could be improved and they are keen to understand the unique requirements of the Australian market.”

Project management features for complex projects

“Scoro is a modular product, one of its core strengths. It does very specific things and yet it remains very customisable. If some features that are not applicable to certain types of business they can easily be switched off. And, it offers great ways of assigning tasks within teams or offices. Because it provides customisable views, users can create a dashboard showing who’s doing what as part of the project.

“Now that I’ve learned it intricately, I am looking forward to helping Business Continuum clients get the best out of its project management features.”

Attention to detail and speedy responsiveness

“This (the Scoro team) is a young, diverse and enthusiastic team,” says Ben. “It was great to be part of such a positive and enthusiastic organisation. To me, it’s a brand that feels more human and authentic now that I’ve worked closely with them. They’re really dedicated to quality and continual improvement, so if an issue is raised, it’s corrected within hours or days. They move fast. There is no defensiveness. If a user or a partner raises an issue, they take it on board and do their best to fix it rather than pushing back. I’m convinced that’s part of the reason for their phenomenal success and quick uptake around the world.”

A typical day in Scoro’s Tallinn office

“For the fortnight I was there, I would set myself up in a meeting room, and check in with emails from the Business Continuum team back home,” says Ben. “I would then typically have meetings with the team to talk through the processes and features of Scoro in detail. At lunch time, like clockwork, everyone would take a break at the office ping pong table. Actually, plenty of good ideas got their origin at that ping pong table! Of an evening, I would join up with the team to enjoy the dining scene of Tallinn, it’s right on the Baltic so it’s famous for its seafood dishes.

“Being there for two weeks allowed me to really immerse myself with the software and actually use it for applications. I can confidently say I know Scoro inside out now and have built some great relationships into the heart of the business.”

Party like an Estonian

“I was lucky enough to be with Scoro during their annual summer get together. The Scoro office from Riga in Latvia joined the Tallinn team for a weekend retreat in a stunning lakeside cabin in Latvia. And, they did not hesitate to let their hair down! There were plenty of team building games and drinking. All terrific fun, and I was honoured to be invited along.

Want to know more about Scoro?

Contact us for a chat about how Scoro can help improve your project management workflow.

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Cloud Technology for Regional Business: Barriers, Benefits and Success Stories

Cloud Technology for Regional Business: Barriers, Benefits and Success Stories

Cloud technology does so much more than make it easier to manage your finances, workflow, timesheets or compliance. For regional and rural businesses it can open up a whole new world of efficiency and opportunity. The efficiency comes from streamlining processes to work smarter, not harder—a benefit for any business, regardless of location. But as someone who is regionally based myself, I witness first-hand the benefits that cloud technology brings to local businesses, and the broader effects it has for communities. When regional businesses embrace cloud solutions to increase competitiveness and attract a wider client base, they thrive. The benefits are considerable for any business, especially service based businesses such as accountants, designers, marketers, surveyors, consultants or lawyers. And thriving local businesses means jobs, investment and economic stability for rural and regional communities.

Benefits of cloud technology for rural and regional businesses

With cloud-based technology becoming more accessible, rural businesses can attract non-local clients, creating new revenue streams for their business. In the past, a regional business could only be strong as its local economy. Serving clients outside this community was a rare occurrence without incurring significant travel time and costs, but this is no longer the case. Business Continuum itself is a great example of this. Whilst we are not regionally based ourselves, we have clients across Australia, in locations such as Port Hedland, Bunbury, Launceston, Port Augusta, Mildura, Wagga Wagga, Mullumbimby, Dubbo, Newcastle and many others. We have seen these regional businesses use cloud solutions to save time, reduce manual labour, increase flexibility for their workforces, improve reporting and compliance, drive down costs and enjoy many other benefits.

Another benefit of cloud technology for rural and regional small businesses is being able to access interstate or international workers. This gives regional businesses access to a wider pool of talent, if they are willing to forgo the traditional nine to five ‘everyone at the office’ mode of operation. These benefits bring greater resources to regional and rural businesses, making them more competitive.

Broader community benefits

Of course, having a hub of thriving locally-based businesses is great for regional economies. Businesses with solid profits invest back into local resources such as real estate, hospitality, design and professional services. Cloud technology also gives regional business a better chance of competing with inner-city based service providers who may have higher overheads. And if your regional businesses has lower operating costs, you might choose to pass on savings to your customers.

Businesses that reduce costs via cloud technology can also invest the savings in employing the local workforce. With a thriving local economy, younger workers are far less likely to have to move to the city to get professional jobs. For example, a skilled graphic designer living in Lorne could be working for an agency in Toowoomba, using cloud-based project management to get the job done without ever setting foot in the office. Time saved on the commute can be spent surfing at the beach instead.

Barriers to entry

It’s reasonable to question the wisdom of migrating your entire business online when your local broadband service is sketchy. Fortunately, regional internet access is considerably improving with the rollout of the National Broadband Network.

The bigger barrier to cloud migration for businesses in regional areas is their own fear and reluctance. Embracing change is never easy, and this was demonstrated to me recently when I met a local plumber and his son. Nev, aged 55, established the business and is in the process of handing the reins to his son, Jack, 28. Nev wants to cruise through the next ten years to retirement. He doesn’t have the energy to try new solutions. He tells me ‘it all works fine the way it is’. His son Jack disagrees. Jack knows that the future is in the cloud, and he wants to get the business ahead of the competition as quickly as possible. I see many people like Nev, and they aren’t necessarily aged in their 50s—and this isn’t a problem exclusive to regional areas. Change is difficult, but worthwhile when the rewards are so considerable.

Case Study – Wangaratta Surveying Firm

At Business Continuum we worked with a Wangaratta-based surveying firm who have 35 staff working across three offices. We helped the firm migrate to WorkflowMax to manage applications at a far lower cost of deployment and management than its old client server architecture. By using cloud-based software and tweaking it to the company’s needs, they’re now able to do business with clients all over Victoria and interstate, offering a range of land surveying and development services. Staff are now able to log timesheets from mobile phones, giving the staff flexibility but allowing management to retaining operational visibility and control.

Case Study – Shepparton Accounting Firm

An accounting practice in Shepparton with 40 staff approached us to help them transition to the cloud, and subsequently we migrated them to Xero and Xero Practice Manager. Xero now has more than 600 add-on applications (software that integrates to provide additional services and support), so a core part of our service was utilising the right combination of add-ons for this business. This approach enabled the firm to streamline its processes and save hours of manual processing. An added bonus is that the firm has engaged remote workers, who bring additional skills to the business without being based locally. By using mobile based invoicing systems, they are now getting paid faster too!

It’s rewarding to help many regional and remote businesses embrace the benefits of cloud-based software solutions—it can really open up a new world of opportunity for them. By basing the technology around the process (and not basing their processes on the technology) they are well equipped to continue serving their clients for the next five, ten and twenty years. Good cloud-based businesses of the future will have the capability to understand data and apply it to deliver client value. Some will get left behind—don’t let that be your business!

Whether you’re an established business or just starting out, we can help you select the best cloud software for your needs. Contact us today to talk about what cloud solutions can do for your business.

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