List of Xero WorkflowMax Customers
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Since 2010, our global team of researchers has been studying Xero WorkflowMax customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Xero WorkflowMax for Project Portfolio Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Xero WorkflowMax for Project Portfolio Management include: BlueRock, a Australia based Banking and Financial Services organisation with 250 employees and revenues of $20.0 million, MDR Certification Engineers, a Australia based Professional Services organisation with 50 employees and revenues of $5.0 million, Agere Accounting & Advisory Pte Ltd, a Singapore based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Xero WorkflowMax, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Xero WorkflowMax customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Agere Accounting & Advisory Pte Ltd | Professional Services | 10 | $1M | Singapore | Xero | Xero WorkflowMax | Project Portfolio Management | 2016 | n/a |
In 2016, Agere Accounting & Advisory Pte Ltd implemented Xero WorkflowMax to introduce Project Portfolio Management practices and streamline internal processes and operations. The deployment focused on consolidating project intake, time tracking, quoting, and invoicing workflows inside Xero WorkflowMax to support the firm’s professional services delivery model.
Configuration work centered on core Xero WorkflowMax modules for project management, time and expense capture, and billing, integrated with the firm’s Xero accounting environment and a custom VBA application used to develop a client database for financial reporting. The VBA application was employed to assemble client-level records and feed consolidated data into accounting and project records to support periodic financial reporting.
Operational scope covered accounting and advisory functions within the Singapore office, formalizing intake-to-invoice workflows and governance for project status updates and billing approvals. The implementation delivered the stated outcome of streamlined internal processes and operations, and established a centralized client data asset to support ongoing financial reporting and practice management.
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BlueRock | Banking and Financial Services | 250 | $20M | Australia | Xero | Xero WorkflowMax | Project Portfolio Management | 2017 | n/a |
In 2017 BlueRock implemented Xero WorkflowMax to centralize project and client job management, deploying the application as its Project Portfolio Management solution for bookkeeping and client reporting workflows. Xero WorkflowMax was positioned to support Blue Rock Books operations within BlueRock, with a focus on structured project tracking and financial administration across the organization in Australia.
The implementation configured core Project Portfolio Management capabilities including job and project records, time tracking, quoting and invoicing workflows, and job costing to support client billing and accountant reporting processes. Configuration emphasized time capture and timesheet alignment with client engagements, consistent with the Project Portfolio Management category functional model.
Integrations were implemented with Xero Accounting Software and Xero Payroll, and the deployment interoperated with Deputy Time Management and administrative systems listed in BlueRock personnel records. Operational coverage included bookkeeping, payroll coordination, client services and administrative teams, with the solution used to produce accurate client accounts and periodic reporting.
Governance and operational ownership rested within the finance and bookkeeping function, with a Senior Bookkeeper for Blue Rock Books recorded as using Xero WorkflowMax and reporting to Amy Riddell from February 2019 to April 2019 to deliver timely accounts and client reporting. Rollout and day to day administration were managed within finance and client delivery processes to ensure consistent job accounting and time capture across engagements.
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MDR Certification Engineers | Professional Services | 50 | $5M | Australia | Xero | Xero WorkflowMax | Project Portfolio Management | 2018 | n/a |
In 2018, MDR Certification Engineers implemented Xero WorkflowMax. The deployment targeted Project Portfolio Management for a 50-employee professional services firm in Australia, covering operational staff based in Henderson WA and Baldivis WA and supporting administrative, accounts, and HR functions.
Configuration focused on job and project management, time capture and scheduling for works and training, and billing workflows tied to accounts payable and receivable. Xero WorkflowMax was used to centralize job records, capture consultant time, schedule field works and training, and drive invoicing processes handled by the Accounts Assistant and Executive Assistant roles.
The implementation was operated alongside XERO and Hubdoc within the finance and administration toolset, reflecting explicit use of XERO, Workflow Max, Hubdoc and MYOB by administrative staff. Integration points were centered on exchanging financial and billing data with Xero and ingesting supporting documents through Hubdoc, with the admin team coordinating data flow between project records and accounting.
Governance and rollout emphasized process improvement, user training for Administration Assistant and Executive Assistant staff, and formalizing scheduling and time capture procedures. Operational ownership spanned reception, office coordination, accounts, and HR onboarding, with role based access and documented handoffs between those functions.
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