WorkflowMax Case Study – Charlton Degg

Land development consultancyWorkflowMax - Charlton Degg.pdf (page 1 of 2) Preview, Today at 10.55.12 AM engages Waypoint to deliver efficient, tailored and accurate finance management solution.

  • Name of company: Charlton Degg Pty Ltd
  • Your name: Michael Degg
  • Position: Director – Surveying

Customer Background

Charlton Degg is a new land development consultancy forged from many years of experience delivering projects for developers and landowners across Melbourne.

The team of Charlton Degg professionals bring a unique experience for clients and the community, drawing on expertise in land surveying and civil engineering to deliver:

  • general advice
  • basic survey solutions
  • complex restructuring of land boundaries multi-staged planned communities subdivisions
  • boutique developments

The Drivers

Charlton Degg opened its doors in January 2015. As a new business, founders Adam Charlton and Michael Degg were looking for a finance management tool that would be efficient, tailored and accurate.

“Being a new business, our ideas were raw and basic. But it was important that it would allow us to spend more time on the core business of Charlton Degg – serving our clients with the best survey- ing and engineering,” explains Michael, Director of Surveying.

Recommended by Charlton Deggs’ accountant, Waypoint was engaged to assist the consultancy in finding an intuitive and scalable finance management solution that would meet their business needs.

The Solution

The team at Waypoint identified WorkflowMax as the ideal solution.

WorkflowMax is a comprehensive online job management solution that combines sales and lead management, time-sheeting, quoting, purchase orders and job costing into a simple, all-in-one system.

The Results

“Workflow Max has given us job tracking, data management, and financial management at the job level,” says Michael,” and it integrates well with our overall accounting through Xero.”

WorkflowMax and Xero work together to provide a powerful, end-to- end business solution, saving time on data entry to create a seamless flow of data from quote to job to invoice.

“Being online, it has given us the ability to work closely with Waypoint and our accountant as required,” says Michael. Michael says Waypoint took the time to gain a clear understanding of what the business specifically required, and made every effort to provide a working solution in conjunction with the organisation.

“They appreciated and understood the requirements of a startup business, and they were receptive to the subtle differences our business needed.”

The Future

As a result, Michael and Adam are confident this part of the business is well established, and will be an asset to Charlton Degg, with a scope that will serve them well into the future.

More Information

You can find a PDF copy of this case study to download or reference here

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