We are experts in a specific suite of software
We provide a range of support to fit your needs
Don’t just plonk a new piece of software in your business
Have an Operations Consultant guide your team with a strategic approach, a smooth transition and streamlined operations
Not sure on the low-down of the WorkflowMax retirement? Click here to understand more and get your roadmap resource
How does the process work?
We start with a complimentary call to talk through where you are at, and what you need help with - click here to book a call
I will give you as much guidance and next steps on this complimentary call as possible!
Business Sense can manage your software implementation to the extent you require. We will submit a proposal that outlines our process, timeline and fee. To generate this proposal we will ask you a set of scoping questions and may request access to documentation or software platforms to assess data
You can choose to include an Operations Consulting component to the project to ensure your end-to-end processes are setup for optimal success
We follow a seven step process to ensure a smooth changeover - read more below
The core software platforms we work with, and are certified partners are Projectworks, WorkGuru, Total Synergy, WorkflowMax by Bluerock, Buildaprice, Unleashed and Fergus. Read more about them, and compare their features here
“In making the change to WorkGuru, we had an internal objective to go paperless, get better reporting and streamline our processes. With a team of 20 and a fast-paced business, we needed to hit the ground running. Heidi was an absolute pleasure to work with. She really knows what she is talking about and is very accommodating and thorough. We highly recommend her services”
Go Graphics, Perth, Australia
Link to the full case study here
Our Seven Step Changeover Process
Stage 1: Project Management
This is all about confirming the scope of the implementation and agree to the required commitments and timelines. Aim to set the right expectations for the project and to schedule and manage time required. Setup a colloborative and accessible project plan to keep everyone on track!
Stage 2: Data Migration
This stage requires confirming and executing on the data creation/migration process using any relevant data sources that exist in the organisation. Making sure only clean data is bought across! Assessing what custom data imports may be required and if there is some muddy data best left behind.
Additionally, there will be some data that will require a bespoke process to migrate - it can be quite case by case!
Stage 3: Configuration & Integration
The configuration stage is a the time to setup and integrate your specific figurations and integrate with the rest of your software stack. It often includes connecting to Xero and configuring mapping codes, but will also often include payroll software, Zapier, document management platforms and more
Stage 4: Testing
Testing is an important step required before training. User acceptance testing is an important part of the change management process. It is during these sessions that we're able to put new procedures into practice and refine system configurations to better meet your requirements. You can expect that by the end we will have covered everything you need to operate the system correctly. Often when migrating platforms, it's a great opportunity to refine and update processes - this is your opportunity to get it right and make the improvements!
Stage 5: Training
Training should be setup and split by role/function type. For example: Salespeople, Project Managers, Admin Users, Time & Cost users. Timing can follow a logical approach in the lead up to go-live.
Stage 6: Go-Live
Preparing the system for go live including full update of WIP and final data. Schedule the sequence of events and informing key users of the go live process and their responsibilities. The goal is that the team wakes up on "go-live" day, logs into a new platform, and nothing skips a beat
Stage 7: Go-Live Support
This stage ensures that you have the appropriate support available to you in the first 6 weeks of going live. I will often schedule "drop in" sessions in the first two weeks to keep the team unstuck and happy. As well as being available by phone and email.
