At Human Dynamo Workshop we make unusual things. We are a creative and technical company that supplies fabrication, model making, and physical, fully finished products. Our workshop services include; Design, CNC cutting, 3D printing, mould making and casting, vacuum forming, and fabricating.
We were very happy users of Xero, but were using it to manage our jobs with the tracking codes. It was quite cumbersome and it didn’t give much reporting on our jobs. We had no visibility into which stage each job was at and no way of collaborating on the jobs. A big problem was that without accurate margins reporting on the jobs, we didn’t know which jobs were making us money and which were not.
We found WorkflowMax through the Xero directory and signed up to a trial. After a few weeks of trying to set it up ourselves, we decided we needed some additional help and got in touch with Link Solutions via their website. After our first meeting we felt confident they were the right team to help us. They understood our business and our workflow process immediately, which showed us they had plenty of experience.
The implementation was a valuable exercise as it gave us the opportunity to really look into our business processes and make some improvements. As every job we do is totally unique, there was a lot of focus on all the different ways we invoice each job. Link Solutions designed different processes for each of these invoicing methods and designed us different templates to show as much or as little information as we wanted.
WorkflowMax has become central to our business. It's really useful running our projects in WorkflowMax and having the invoices flow nicely through to Xero for accounting and saves us many hours. The biggest benefit we feel we are getting from WorkflowMax is the visibility of the jobs in progress. We can now see how much of the budget has been used, which helps us make decisions on how much more time we spend on each stage. This is particularly useful with our larger projects.
"Will McTavish was definitely an invaluable help, getting us over the hurdles of implementing WorkflowMax for Human Dynamo Workshop.
He launched us into it by working with individuals and groups, and it was great to have him as a leader for the staff, especially with the timesheeting part of the system and as a 'Go To', for start up speed bumps.
We couldn't do without WorkflowMax now. It has aided the business to develop and grow."
Sue Dorrington – Human Dynamo Workshop