Ready to migrate from Deltek PIM to WorkflowMAX?
Ready to migrate from Deltek PIM to WorkflowMAX?
Ready to migrate from Deltek PIM to WorkflowMAX?
If all your data is on Deltek, you don't have time to figure this out from scratch. So we already did. A simple, guided migration that gets your jobs, docs, and data moved before the deadline hits.
If all your data is on Deltek, you don't have time to figure this out from scratch. So we already did. A simple, guided migration that gets your jobs, docs, and data moved before the deadline hits.
Trusted by 100,000+ Professionals Across 150+ Countries
Trusted by 100,000+ Professionals Across 150+ Countries
Don't wait until last minute
Don't wait until last minute
Don't wait until last minute
Every day without a plan is a day closer to losing access to your files, your job history, and your audit trail. The firms moving now are the ones who'll have a smooth transition.
Every day without a plan is a day closer to losing access to your files, your job history, and your audit trail. The firms moving now are the ones who'll have a smooth transition.
Every day without a plan is a day closer to losing access to your files, your job history, and your audit trail. The firms moving now are the ones who'll have a smooth transition.
Migrating to WorkflowMAX is faster and simpler than you think
Migrating to WorkflowMAX is faster and simpler than you think
Here's exactly how it works
Here's exactly how it works
Here's exactly how it works
No hesitation. No long onboarding. Just a clear transition from Deltek to WorkflowMAX.
No hesitation. No long onboarding. Just a clear transition from Deltek to WorkflowMAX.
Step 1 — Talk to your dedicated pro
Step 1 — Talk to your dedicated pro
Step 1 — Talk to your dedicated pro
Decide if you want to go at it alone or whether you want to be matched with a certified WorkflowMAX implementation partner who understands and knows exactly what needs to move.
Decide if you want to go at it alone or whether you want to be matched with a certified WorkflowMAX implementation partner who understands and knows exactly what needs to move.
Step 2 — We map your data.
Step 2 — We map your data.
Step 2 — We map your data.
Your partner reviews what you're working with: files, job records, audit trails, and builds a clear migration plan specific to your firm.
Your partner reviews what you're working with: files, job records, audit trails, and builds a clear migration plan specific to your firm.
Step 3 — We migrate it for you.
Step 3 — We migrate it for you.
Step 3 — We migrate it for you.
Your documents, job history, and records move into WorkflowMAX, organised and connected to the right jobs from day one.
Your documents, job history, and records move into WorkflowMAX, organised and connected to the right jobs from day one.
Step 4 — Your team gets trained.
Step 4 — Your team gets trained.
Step 4 — Your team gets trained.
Your partner walks your team through the platform so everyone knows exactly where to find what they need, immediately.
Your partner walks your team through the platform so everyone knows exactly where to find what they need, immediately.
Step 5 — You go live.
Step 5 — You go live.
Step 5 — You go live.
With time tracking, profitability, and invoicing already built in. You're not just replacing Deltek. You're getting everything it didn't have.
With time tracking, profitability, and invoicing already built in. You're not just replacing Deltek. You're getting everything it didn't have.
All benefits
All benefits
Capability
Step-by-step onboarding guides
One source of truth: eliminate info silos across teams
Version control: teams always work from the latest file
Audit trails: resolve disputes with documented backup
Mobile access: keep projects moving from anywhere
External sharing: collaborate with clients & consultants
Document templates: brand consistency firmwide
Time tracking: capture every billable hour
Lead & pipeline management: quote to job in one flow
Live profitability dashboards: see margins in real time
Capacity planning: balance workloads before deadlines slip
Invoicing: turn tracked work into revenue, faster
Xero & QuickBooks integration: financials flow automatically
Specific designated partner: guidance for your business
AI expenses, AI Insights & MCP server
Leave management
Job costing and WIP
POs and purchasing
Files only
Emails & docs
Files only
Files, jobs, time, budgets & invoices
Synced to Google Drive, SharePoint & Dropbox
Docs, quote variations & full job history
Files, time tracking & job update
Plus branded quotes, invoices & reports
Learn how teams make the switch, and make it pay.
Learn how teams make the switch, and make it pay.
Learn how teams make the switch, and make it pay.
All the latest insights from WorkflowMAX
All the latest insights from WorkflowMAX
All the latest insights from WorkflowMAX
Tools
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Marketing
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Want expert help getting set up?
Find a certified WorkflowMAX implementation partner near you.
Want expert help getting set up?
Find a certified WorkflowMAX implementation partner near you.
Don't leave your migration until the last minute
Don't leave your migration until the last minute
Don't leave your migration until the last minute
Tell us a bit about your business and we'll connect you with a partner today.
Tell us a bit about your business and we'll connect you with a partner today.
Want expert help getting set up?
Find a certified WorkflowMAX implementation partner near you.
All Benefits
Capability
Step-by-step onboarding guides
One source of truth: eliminate info silos across teams
Version control: teams always work from the latest file
Audit trails: resolve disputes with documented backup
Mobile access: keep projects moving from anywhere
External sharing: collaborate with clients & consultants
Document templates: brand consistency firmwide
Time tracking: capture every billable hour
Lead & pipeline management: quote to job in one flow
Live profitability dashboards: see margins in real time
Capacity planning: balance workloads before deadlines slip
Invoicing: turn tracked work into revenue, faster
Xero & QuickBooks integration: financials flow automatically
Specific designated partner: guidance for your business
AI expenses, AI Insights & MCP server
Leave management
Job costing and WIP
POs and purchasing
Files only
Emails & docs
Files only
Files, jobs, time, budgets & invoices
Synced to Google Drive, SharePoint & Dropbox
Docs, quote variations & full job history
Files, time tracking & job update
Plus branded quotes, invoices & reports
All Benefits
Capability
Step-by-step onboarding guides
One source of truth: eliminate info silos across teams
Version control: teams always work from the latest file
Audit trails: resolve disputes with documented backup
Mobile access: keep projects moving from anywhere
External sharing: collaborate with clients & consultants
Document templates: brand consistency firmwide
Time tracking: capture every billable hour
Lead & pipeline management: quote to job in one flow
Live profitability dashboards: see margins in real time
Capacity planning: balance workloads before deadlines slip
Invoicing: turn tracked work into revenue, faster
Xero & QuickBooks integration: financials flow automatically
Specific designated partner: guidance for your business
AI expenses, AI Insights & MCP server
Leave management
Job costing and WIP
POs and purchasing
Files only
Emails & docs
Files only
Files, jobs, time, budgets & invoices
Synced to Google Drive, SharePoint & Dropbox
Docs, quote variations & full job history
Files, time tracking & job update
Plus branded quotes, invoices & reports