Powerful insights by connecting WorkflowMax
Get job, billable and performance insights when you connect and measure your WorkflowMax data with Everperform.
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How Everperform + WorkflowMax works
Connect WorkflowMax with Everperform and start working smarter
1. Connect WorkflowMax
2. Measure & Report
3. Set Targets, Achieve Results
Get insights into your firm's performance.
Everperform syncs your practice data and performance results from WorkflowMax, letting you get smart insights into performance across your firm.
Measure every employee's performance against:
Powerful reports with WorkflowMax and performance data
Do more with your job and timesheet data with powerful reports. Get a more in-depth view of what aspects of performance are impacting your client value, revenue, effeciency and more.
Connect jobs, timesheets and more to productivity and output
Get a smarter view of performance across your firm. Measure job data, timesheets, chargeable hours and more against advisor performance to get a better understanding of where your firm can improve.
How we measure performance
Set targets for any metric, firm-wide
Everperform lets you set targets against your WorkflowMax metrics, for every advisor in your firm. Have your targets and results in one place, with powerful ranking and trends to cut down on time preparing reports.
Everperform has helped us make some really difficult decisions as a firm. We are starting to personalise the development pathways of our people with real-time data and proactively increase the performance and capability of our firm overall. It all started with focusing on measuring our people’s confidence and understanding the relationship with client value and revenue.