“Caren has been working with our company on the implementation of WorkflowMax and its integration with Xero. Caren has been charged with ensuring an appropriately phased project encompassing the CRM, lead management, job costing, project management, time tracking and job quoting elements.
We are delighted with the progress of the project to date as the initial phases of the CRM, lead management and job costing have already provided significant efficiencies by eliminating numerous manual spreadsheet based process. This has reduced our month end finance and administration processes by between 1 to 2 days with significant further improvement anticipated.
Caren’s accounting skills and experience and her ability to scope, project manage, understand operational requirements and communicate effectively with stakeholders by being responsive to and aware of her different audiences has seen the initial phases rolled out on time, to budget and with meaningful take up and engagement from staff.
We are looking forward to working with Caren to roll out the remaining phases of the project with our company and then to the wider group.
Essential Media Communications Pty Ltd and
The Essential Research and Communications Group Pty Ltd
I would like to thank Caren from Integrate in the Cloud for her help in getting our WFM and Xero programs setup and working with ease.
From our very first meeting Caren proved she had the knowledge and expertise to get our new software programs humming in a very short period of time. Her training was invaluable and made our transition from MYOB an absolute breeze.
I would highly recommend her to any company looking to change their accounting / job management software and would not hesitate to use her again in the future.