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Take PowerOffice to the Next Level

Optimize your processes with these additional services

Business Process Engineering

Get help optimizing your business processes  from an expert without having to hire a full-time employee. Hire for as little as 1 day per month.

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As you start using PowerOffice you will quickly start identifying areas for improvements. Not only PowerOffice collects data to help you identify bottlenecks and roadblocks but your employees will also give you feedback on areas for improvement.

Experience has shown us that the most successful firms have an operational excellence mindset – i.e. improvements are never a single project. Since you need the expertise to optimize your operations but not to the point of hiring a full-time employee (FTE), Workestrate offers a fractional Business Process Engineer (BPE) option.


What does the BPE do? The BPE plays the following roles:

Process Engineer – A BPE will collect data and analyze the business process as a whole, suggest changes to the business process.

Technical Architect – the BPE will then look at the best way to implement the technical changes into the system – PowerOffice, Dynamics 365, Salesforce or any other related system.

Project Manager – the BPE will coordinate any other tasks that need to be done by other roles like developers or testers and oversee the completion of such tasks

Demo and User Acceptance – the BPE will be responsible to demo the changes to the end users and get the approval from stakeholders that the solution is accepted.


Where does he/she work from? Most work is done remotely after identifying the areas for improvement. In some complex processes, on-premises discovery sessions might be needed.

When does the BPE work? The BPE works with your company whenever authorized personnel requests issues to be worked on. Most of the work is not break-fix related work but process improvement related.

What is the minimum amount of time that I have to agree upon? The minimum term for a BPE is 12 days per year or 1 day per month

How am I billed? You are billed monthly for the number of days/month you have agreed in the Service Agreement

What increments are used to keep track of my requests? We track work in 15-minute increments and decrease the amount from your monthly allocated time.

Do I have to use all my time in a month? No but we will require you to use your time on a quarterly basis. For example, if you hire us for 1 day a month (8 hours per day) you can skip January and February and use your 24 hours in March.

What happens if I want to cancel my services? You can cancel your services at any time. We require 60 days notice and your service will then be cancelled at the end of the month of your 60th days.

Website Forms Integration

We can automate your current website forms to automatically create job tickets, accounts or support requests in PowerOffice. 

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If you need additional training for your employees, we can create custom video training or create an-onsite training for your employees. Call us for more details.

Workshops & Training

Have us create customized training for on-premise workshops or custom video training library to be used for quickly on-boarding new employees.

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