A monthly newsletter by Workamajig
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Process: workflows & operations - ya know, the day-to-day stuff
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Projects: ‘nuff said
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People: think resource management, employee retention, customer service
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Profits: the part that keeps us all in business ;)
Welcome to our last newsletter of the year!
Read up on Workamajig’s 2023 highlights and get in on some plans for 2024.
We've done a roundup of Workamajig's most popular blogs this year and sharing the top four, so you too, can get in on the good stuff.'
Workamajig ran 4 two-day Bootcamps in April, May, Sep, Oct; two on Project Management and two on Finance & Accounting.
At every Bootcamp, we had a rooftop dinner and drinks (yup, Workamajig knows to do things with class
Hats off to globalVcard for sponsoring this in April and to avidXchange for sponsoring it in September and October.
What went on at these Bootcamps?
- Lots of valuable networking
- In-depth learning sessions, workshops, & Q&A
- One-on-one time with our awesome support team.
When asked if they would recommend Workamajig users to attend a Bootcamp, an attendee responded: “Absolutely! Having time to pull aside one of the Workamajig team to help you individually was awesome after you'd just learned some new pieces.”
Now, we’d like to know what YOU’d like to see in 2024’s Bootcamps. To help us improve this year, please fill out this quick survey.
Looking forward to seeing you at the upcoming Bootcamps!
We’ve been privileged to join the following conferences this year and are excited to meet more of you at similar events in 2024!
We had a great time at the Magnet conference in April. We loved meeting up with the agency leaders at the summit in Tokyo. We loved the opportunity to meet up with savvy agency leaders and gained a huge amount of insight.
We had a wonderful experience at the PRSA conference in May!
In mid-May, Workamajig had an incredible experience at the AMI BABA conference in Chicago. We got to meet some potential clients during that super productive networking time.
What a great time we had at the Mirren CEO Summit in November meeting all of you agency leaders! Looking forward to working with you in 2024!
Here are some of the most popular webinars this year, if you haven’t had a chance to check them out yet:
📌 Project Expenses: The Road to Accurate Client P & L’s
In this webinar, we looked at entering project expenses (Misc Cost, Exp Report, Time, Orders, Vendor Invoices) to provide accurate Project and Client P&Ls.
📌 Accounting: Advanced Reporting
In this webinar, we looked at understanding the Client and Project P&Ls, Overhead Allocation, Corp P&L, and other financial reporting tips.
In this webinar, we looked at more advanced features of the view/reporting functionality, including calculated grouping, columns, and filters.
Adding a two-factor authentication option in 2023 to Workamajig helped give small and mid-size agencies improved security without needing to purchase and set up additional software. 👏🏼
For December, we have good news for those of you with more robust billing needs:
We have added the ability to set the client billing manager as the initial approver in your Billing Worksheet workflow.
Check out the details of electronic billing worksheets here.
And now... looking forward to 2024!
In 2024, we're looking to refresh the user interface with options, including dark mode support and ways to streamline steps and workflows in Workamajig.
What updates in 2023 helped you and/or your team the most? What updates would be your highest priority in 2024?
Hit reply to let us know!