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.