Managing operations at Watershed Group NZ was no small task. Their business combines project and property management, long-term planning, and product manufacturing—each with unique invoicing needs. Previously, their system struggled to handle complex workflows, particularly for stock management and reporting.

The lack of clear data made tracking profitability and making informed decisions difficult.

Additionally, their invoicing process was complicated, requiring significant manual data entry. “If we can’t bill clients properly, we don’t have a business,” Mark emphasised. These challenges worsened because of a disjointed system. It made managing user permissions and keeping up with growing needs difficult.

Watershed Group NZ needed a system to handle its unique operations across multiple divisions. From managing properties to tracking stock and profitability, their workflows required a flexible and intuitive platform. With WorkGuru, they found a solution that could bring everything together.

The team rolled out WorkGuru in March 2024, perfectly timed with the start of their financial year on April 1st. This gave them a clean slate to migrate data and adjust without disrupting their operations. Involving tech-savvy employees early in the process ensured a smooth transition and quick adoption.

One feature that stood out was WorkGuru’s seamless integration with Xero. This connected their accounting and financial processes in real-time, reducing manual work and aligning everything in one place. Another major win was the flexibility in user permissions. Employees now had access tailored to their roles, cutting out the all-or-nothing approach they dealt with before.