An Audit & Assurance Firm

Industry: Hi-tech, consulting

43%

Increase in productivity

31%

Decrease in time to process financial applications.

50%

Increase in the retrieval of quality of accurate data.

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 View360 solution with an emphasis on financial services and data security.
A record management process transition from excel to the View360 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.

Epikso Audit and Assurance Firm Case Study

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 View360 automating end to end processes.
32% Increase in efficiency with interdepartmental cooperation.