Preparing for Change: Developing a Migration Strategy From WorkflowMax by Xero

I’m sharing a webinar I hosted on behalf of Projectworks and WorkGuru. The webinar provides an overview of alternatives to WorkflowMax by Xero as it reaches end-of-life on June 26, 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 the 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 experienced partners for a smooth transition. The webinar helped attendees understand options for transitioning from WorkflowMax by Xero to Projectworks or WorkGuru.