We will oversee the administration and maintenance of the system while your staff operates it.
- Ensuring on a weekly basis that information inputs into XPM is strong on consistency and reliability
- Advise corrections and improvements on the go to continually improving management efficiency.
- One Pre-scheduled management review meeting on Skype to ensure that XPM works awesome for you.
We serve as the Business Owner's Executive Assistant and XPM Administrator rolled into one .
- Staff and Job allocation executed as and when required.
- Ensuring the Jobs being created are relevant and up to date.
- Any New Client Project Information input into Xero Practice Manager
- Ensuring that reports are delivered to you with call attention on observations and trends.
This package goes beyond XPM and includes reviewing other proven as well as emerging tools and APIs
- All that is included in the XPM Administration package
- Review of relevant tools and add-ons with a focus on continuous process improvement.
- Review Opportunities for integration using APIs
"The time that I personally spent for getting quotes out to prospective clients in Workflow Max has been slashed from 25 minutes down to 1-2 minutes thanks to you guys ! My time is getting freed up for the more important things that I neeed to focus on"
Owner, Yenem Engineering Services