The very start of our partnership always begins with a proper review and consultation process. We want to understand exactly what makes your business tick. Making a thorough assessment of your current system or situation is crucial to helping us give you the best advice.

Sometimes you need a completely new system; sometimes you simply need some extra training to better understand and use what you already have.

Whatever the situation, the Software Coach will walk alongside you to find the pain points and road-blocks so that we end up with the best result for you and your team.

We maintain registered partnerships with a range of Xero add-on products so you can rest in our experience implementing many different kinds of systems.

Whether you want to be hands-on throughout or leave it all to us, we can go through the process of setup, training and transition with you in as much or as little detail as you choose.

Throughout the process we communicate regularly about progress, timelines and any issues that may arise so that you and your team are confident with the new digital environment.

There’s no point having a shiny new system if you don’t understand how to use it. Nor will you get any benefit if you don’t have buy-in from your team members. Or maybe your current system is great but you could do with some extra training to use it to its full capacity.

That’s where The Software Coach comes in.

We provide on-site and/or online education and training in whatever systems you are using. This can include the use of video recordings, Zoom meetings, one-on-one staff training, phone support, written instructions – whatever learning method best suits your situation.

Complex job and/or stock management projects are a special focus for us, serving medium to large enterprises.

We provide project management services, alongside your team, to implement large scale, long-term software transitions. We also deal with Xero integration issues, data cleansing and process training, providing corrective measures to bring what you already have back into alignment.

We partner with Unleashed for stock management and WorkflowMax for job management as industry leading programmes. These are our go-to systems as we find they have the best adaptability to suit the majority of our clients.

Many of the problems our clients face come about because of software integration issues. Xero isn’t talking to your add-on product or vice versa and neither you nor your accountant know how to deal with it.

We specialise in repairing these connections and cleaning up the damage done by a broken integration. This situation can be very frustrating and will often cause problems to compound if not dealt with swiftly.

If this is something your business is dealing with, we encourage you to get in touch as soon as possible so we can prevent further issues for you and your team.

WorkflowMax by Xero is officially retiring in June of 2024. Current users have the option to transition to a new version of WorkflowMax by Bluerock, or make the move to alternative job management softwares such as WorkGuru or Projectworks.

We partner with you to assess your current usage of WorkflowMax and advise on which transition option is best for the longterm health of your business. We can assist you through data migration, implementation and training, making sure that your entire team is onboard with the new system and confident in how to use it.

We’re very excited about some of the WorkflowMax alternatives on offer and are looking forward to seeing how their extensive capabilities will help our clients achieve their goals.