The Client
Our client is a multinational professional services network of firms headquartered in London. They provide audit and assurance, financial consultation, and tax services to their clients.
The Challenge
The company needed a secure reliable solution to monitor 600 back-office processes. They also wanted to retire the extensive use of Excel in their departments, and implement a solution that would help them -
- Automation processes that streamlined work and approval flows.
- Significantly cut back operational costs and continuously improve.
- Increase productivity and customer service.
- Increase the accessibility and quality of stored data.
Solutions Provided
- A View 360 solution with an emphasis on financial services and data security.
- A record management process transition from excel to the View 360 solution for fast retrieval of quality data.
- A system that automated over 550 backend processes and raised warnings when human intervention required.
- A system that improved cooperation between the back office and front departments.
- An agile cloud service with automated data scaling to store the volumes of complex data.

Brand Impact
- 50% Increase in the storage and retrieval of quality of accurate data.
- 49% Increase in the ability to detect and track changes.
- 31% Decrease in time for processing customer financial applications.
- 43% Increase in productivity with automated workflows.
- 24% Increase in customer service with View 360 automating end to end processes.
- 32% Increase in efficiency with interdepartmental cooperation.

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