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Learn steps and best practices to consider when managing engineering projects for clients.

Applying a standard framework to how you manage jobs enables you to maximise efficiency and deliver reliable, top-notch services to your clients.

In this checklist, we outline the typical job management cycle for engineers to help your business:

You have a short timeline to move to WorkflowMax and a lot of legacy data to bring across into the new system

You have complex business processes and want to customise features

You don't have the resource or experience to set up the software and a need to get everything working properly from day one