We were working with an accounting firm that uses WorkflowMax to run their practice. But being accountants they really want access to their numbers, they really want to do a bit more analysis, slicing and dicing, understanding staff productivity on different tasks and having access to their data.

 

So we built a dashboard that regularly retrieves data from WorkflowMax into an online database, where they can analyze their data, run reports, and get more insights into their business for their decision making.

Inbal Steinberg