I would like to introduce you to The Workamajig Way, Workamajig's inaugural newsletter. The Workamajig Way is a newsletter designed to help you learn more about Workamajig and how it can continue to improve your daily workflow.

In this edition, you will find information about recent and upcoming software updates, user feedback, an agency spotlight on how one agency used Workamajig to turn themselves "paperless" and much more.

As your Account Manager, please know I am always here to assist you. We at Workamajig pride ourselves on Customer Support. All of our users enjoy unlimited email support. Do not hesitate to email any questions or comments to me at support@workamajig.com. Your email will be routed to my attention immediately and I will quickly get back to you with a response. Please note if you would like a phone call rather than an emailed response. If you are absolutely stumped, you can call me at 1-800-203-7684 x3052. More than likely your call will go to voicemail but, rest assured, I will get back to you shortly to help.

We hope you enjoy reading The Workamajig Way and we look forward to your feedback!

Thank you.

Mike Wang

Director of Training and Support

Are you wondering why our newsletter is called "The Workamajig Way"? During our User's Conference, held in October 2008, we at Workamajig unveiled a new approach to how the product is intended to be used, dubbing this recommended approach "The Way."

As you know, Workamajig is a robust system that can be customized to your individual needs and can be used in many different ways. However, we have identified certain developmental and procedural approaches that should be followed for an optimal user experience. During the conference we identified and reviewed "The Way" for project intake, accounting, estimating, quoting and billing. If you missed the conference and you would like to review "The Way" for any of these items, please let me know. This newsletter will also serve as a vehicle to communicate elements of "The Way."

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Are You Using Groupamajig?

Groupamajig, the Workamajig User Group, is an online forum created by, supported by and maintained by the users of Workamajig. With more than 1,000 members and almost 300 topic posts, Groupamajig is designed so that people who use Workamajig can exchange ideas, ask questions and get insights from other people who are also using Workamajig on a daily basis. Some of the more popular posts feature user tips for getting the most out of Workamajig's project management features.

To start using Groupamajig, register for free at www.groupamajig.com.

Follow us on Twitter:

Get in the know and follow us on Twitter at www.twitter.com/workamajig.

Join the Facebook Fan Page:

Search for "Workamajig Creative Management" in your Facebook search bar to join.

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What our users are loving about Workamajig:

Report Flexibility

Users love the ease of manipulation and flexibility of the layout listing in reports. Reports have always been a strength of our product, but Workamajig offers much more than Creative Manager Pro did. "The modification of these reports is so easy," said one user. "You just drag and drop what you want, where you want it." In addition, Workamajig allows you to modify the standard setup listing, which was not an available feature in Creative Manager Pro.

My Task Widget

Users also love the new time entry widget in Workamajig. Accurately logging time and submitting timesheets have never been easier. The "my task widget" takes all the guesswork out of finding job numbers and remembering to log your time. This widget is accessible based on projects scheduled for you, which is an example of the Workamajig "Way." Start using the "my task widget" today to see why so many other users love it.

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Shortly after the introduction of the time entry widget, we received quite a bit of user feedback and suggestions, resulting in two new features to the widget. First, we added the "customization gear" in the upper right-hand corner of the widget. This allows users to customize columns and change the date range, group and sort, display completed predecessors only, and modify the warning percentage. Second, we added the ability to open multiple project timers and dock them at the same time.

Keep your feedback coming. Our goal is to constantly improve the product for the best user experience possible, and your suggestions are always welcomed.

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Win Without Pitching:

Workamajig has joined forces with Blair Enns, an industry leader in new business acquisition. His successful "Win Without Pitching" process (www.winwithoutpitching.com) has been integrated into the Workamajig CRM tool to ensure you are talking to the right prospects, at the right time, with the right information. Watch for this release coming soon. Detailed information will be provided through the Help Guide. I will be available for more in-depth training as well.

Meet Emma:

Workamajig is pleased to announce that in the coming weeks, we will unveil our CRM partnership with Emma (www.myemma.com), a Web-based service that provides everything you need to manage your email marketing and communications through Workamajig's updated CRM tool. Watch for this release coming soon. Detailed information will be provided through our Help Guide. I will be available for more in-depth training as well.

New General Ledger Functions - Accrual and Cash Basis:

Workamajig will soon be adding new functionality to the General Ledger. This will include full Accrual and Cash Basis Financial reporting. Workamajig is proud to announce this new feature as it is not a simple conversion of the data from accrual to cash. Workamajig actually manages the data in both ways, which means you can see the detail in both reports.

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How one agency uses Workamajig in their efforts of going green.

When California-based agency Scott Design Inc. started using Workamajig (then Creative Manager Pro) in 2005, the agency never thought that this would help in its efforts of promoting green practices. As a member of The Designers Accord and a Monterey Bay Area Green Business, Scott Design operates in an environmentally friendly manner by reducing paper usage, both in-house and with clients. Using two simple Workamajig functions, Scott Design was able to cut their paper consumption by an amazing 85 percent! Workamajig asked Kirsti Scott, creative director of Scott Design, to explain how:

PDF File Creation: "All of our estimates, POs, invoices and schedules are created in Workamajig as PDF files and are emailed to our clients. We encourage our clients to use Adobe Acrobat to sign and return the estimates via email. We send all our financial information to our accountant in PDF form."

Project Diary: "We store a copy of each of the estimates, POs, invoices, schedules and any important emails from our clients in each project's diary. We also include a PDF of the final piece in the diary for future reference."

"Because of Workamajig, we went from 20 filing cabinets filled with paper down to three! The rest of the paper-work that generated before using Workamjig is now in storage where hopefully it will sleep peacefully until it's time for it to get shredded!"

Transitioning from Creative Manager Pro to Workamajig didn't slow down Scott Design's ability to practice their environmentally friendly work habits, either.

"It took about a week to feel completely comfortable with the new product, and after a few days we all realized that everything we loved about Creative Manager Pro was still there, it just looked a lot better," said Kirsti. "We concentrated first on being able to do everything we've always done. Then, we took a look at parts of the her program that were new in Workamajig and incorporated them into our green workflow."

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All Workamajig updates continue to build on the major foundation upgrade that we made last year, addressing interface improvements based on months of research, client interviews and user feedback. As always, we are here to assist you with any questions you may have about these or any other software updates.

Have any feedback or suggestions for the next issue of The Workamajig Way?
If so, shoot us an email at way@workamajig.com.

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