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Standard tools for a rapid start. Complete flexibility to match your processes.

Workpro Deployment - our onboarding process

Our standard Workpro product is designed to be used ‘off-the-shelf’, with default settings that are quickly adjusted to make the system your own. From targets and fields, to lookup lists and templates - Workpro can be fine tuned to match your processes and policies. 

During our tried and tested four-part process, our experienced team work with you to ensure your Workpro system meets your specific business needs. Workpro is highly configurable and scalable, should you need it now or in the future. 

Set up

A kick-off meeting to review project scope and agree implementation plan. We set up your Workpro instance in our hosted environment, using the standard product configuration with your chosen security and email settings. This acts as the project baseline.


In one or more workshops we walk you through Workpro, discuss your processes and map them to Workpro. We conduct system administrator training, including how to manage users and documents, change captions and lookup values to suit business terminology.


In this optional step, we develop and test any non-standard functionality as agreed, including configuration, integration, migration or reporting services. Building on the standard product platform ensures we can do this efficiently and cost-effectively.


We conduct user training, release your live Workpro system for operational use and move you to our standard support service. Finally we conduct reports training – using real data from your new system optimises results.

Flexible hosting to suit your business

Workpro is available as Software as a Service or as an On-Premise installation. The choice is yours.

Installation options