Over a decade in the past, Xero acquired the WorkflowMax (WFM) product to construct out Xero’s apply instrument providing globally, and in the end assist us to create a extra seamless expertise for accountants and bookkeepers to run their apply within the cloud. 

We adopted with the launch of Xero Follow Supervisor (XPM), bringing to fruition the early imaginative and prescient we had for the WorkflowMax product. This resulted in two merchandise – WorkflowMax and Xero Follow Supervisor – each of which wanted their very own investments and focus, however supplied us flexibility to develop each merchandise unbiased of one another.

Quick ahead to in the present day, and we now have a transparent deal with our Xero Follow Supervisor technique, nevertheless once we look to the way forward for WorkflowMax, the present product expertise wants vital funding to satisfy the evolving expectations of our clients.

Why we’re retiring WorkflowMax

After a lot consideration Xero has determined to retire WorkflowMax on 26 June 2024.  Which means from this date, the product will not be obtainable. And, from in the present day, no new WorkflowMax trials will be capable of be began. As a lot as we’d like to focus all our efforts on WorkflowMax, and add all the brand new options and performance our clients are searching for, the fact is we will’t do all the pieces and generally we have to make tough choices like this as we prioritise our efforts as a enterprise to assist us meet buyer expectations. 

This isn’t a choice that has been made calmly, nor does it have any reflection on how a lot the product has been used over time.

A future resolution

As a substitute of us merely retiring the product subsequent 12 months, we explored various choices for our clients when contemplating the way forward for WorkflowMax.

I’m happy to share that BlueRock, a tech-led enterprise advisory agency, has commenced plans to supply a product with comparable performance to Xero’s WorkflowMax. BlueRock intends to make its resolution obtainable to clients in early 2024 as an alternate job administration resolution for them. BlueRock is a long-time WorkflowMax accomplice, having applied clients on WorkflowMax over the previous 8 years. As a part of the model acquisition, BlueRock will take over the WorkflowMax title, to be referred to as WorkflowMax by BlueRock. 

It will likely be solely as much as current clients to decide on the correct resolution that meets their wants, and current WorkflowMax clients is not going to routinely be migrated to the brand new WorkflowMax product. BlueRock intends to develop a conversion instrument to assist help the transition of current WorkflowMax subscribers, ought to they select to go to WorkflowMax by BlueRock. Xero can have an ongoing income share association with BlueRock in reference to WorkflowMax by BlueRock. 

As soon as launched, WorkflowMax by BlueRock might be obtainable within the Xero App Retailer, alongside different options that will fit your future wants. For extra data go to this web page.

No impression to XPM

Our choice on WorkflowMax has no impression on Xero Follow Supervisor. You’ll be able to learn extra about our plans to create a extra built-in apply expertise.

What do WorkflowMax clients must do?

We hope that by letting you understand nicely upfront earlier than we retire the WorkflowMax product, it should enable you the time it’s worthwhile to think about the next move that fits your particular wants – whether or not that be WorkflowMax by BlueRock or one other resolution. 

We’re dedicated to sustaining the present expertise for current clients up till the date of retirement of the product on 26 June 2024. Whereas this was a tough choice to make, it was made lighter figuring out BlueRock has commenced plans to supply an answer with comparable performance to Xero’s WorkflowMax. To maintain up-to-date with the newest data, together with particulars about BlueRock, go to this web page.