How to make your move to WorkflowMax by BlueRock seamless

Transitioning over to WorkflowMax by BlueRock? Don't worry - you’ve got lots of free support available to help make your move easy. We've got dedicated helpdesk support, 1:1 migration support, drop-in sessions and various webinars to help you stay up to date. 


As you get ready to move to WorkflowMax by Blue Rock, you couldn’t be in better hands. Kaia Kaldoja, our dedicated Head of Customer Success, knows just what it takes to build an efficient, profitable and automated business.  

Before joining WorkflowMax by BlueRock, Kaia was responsible for growing the BlueRock bookkeeping practice, powered by WorkflowMax. Under Kaia's leadership, we've developed a comprehensive and free support package for you – to make the transition to WorkflowMax by BlueRock as smooth and stress-free as possible.  

Tap into our free migration support package - look at what's included 😍

Free access to the migration wizard  

We’ve built a reliable tool to easily transfer your data. All important historical information comes across so you can continue business as normal, with minimal disruption. Check out the migration wizard. 


50% off 3 months of subscription fees*  

To ease the transition for WorkflowMax by Xero customers, we’re offering an exclusive discount if you sign up to WorkflowMax by BlueRock by 1 May 2024. It’s our way of supporting you through the change and making sure you experience the full benefits of WorkflowMax by BlueRock without any hassle. See offer terms. 


New bite-sized training and education courses 

Get the knowledge and skills to make the most of WorkflowMax by BlueRock with our user-friendly learning management system (LMS). Check out our new WorkflowMax academy! 


1:1 migration planning sessions 

Offering a personal touch, these sessions give you the opportunity to engage directly with our team, discuss your specific needs, and finalise your migration plan. Book a meeting with us. 


Weekly migration drop-in sessions  

For those quick questions or when you need guidance without delay, our weekly drop-in sessions are the perfect opportunity to connect with our experts and get answers in real time. Book into a session today!


In-product educational journeys  

New guided tours within the product highlight improvements and changes so there’s no need for teams to completely relearn the product from scratch. 


Around-the-clock support and a new help centre 

To make sure you can quickly find the information you need, we've launched a new help centre that’s complemented by 24/7 support for all users. These are championed by our Product Experience Manager, Joanna Bellis, and Head of Customer Support, Kuang Gan, who have over 20 years of combined experience with the product. Visit the help centre or contact us.  


Complimentary discovery sessions with our partner network 

These are for customers with larger and more complex needs who’d like to engage with an expert. You can contact an implementation partner in our directory for a free conversation about your migration requirements, planning, staff training and account optimisation. Most partners have a range of support packages available to suit all budgets. Visit the partner directory.  


We hope you take advantage of all these resources and join us on this exciting journey towards improved productivity, performance and profitability.  


Can't wait to welcome you to your new home for job management 💚