How to build productive business solutions (case study)



PEX Network News
06/18/2019

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When it comes to process, does your organisation face problems with excessive paper trails? Or form-based bottlenecks? Does this inefficient process lead to a lack of visibility or poor reporting?

These problems face companies of all sizes, including professional services firm Grant Thornton. The company was suffering bottlenecks and general inefficiencies from paper-based processes that depended on printed-out forms, Excel spreadsheets and intermittent email correspondence.

“It would involve around 700 forms a year in a paper trail that would go between a 100 trainees and up to 50 managers across three offices… Forms would inevitably get mislaid or buried under paperwork.”

So how did they turn this around and see a 60% improvement in processing time and efficiency?

In our latest case study, we find out how they used a no-code solution integrated with SharePoint to replace their fragmented paper trails with an automated digital ‘flow’. The new system allowed them to ditch paper based forms and replace them with a single digital journey that seamlessly encompasses the trainees, managers and administrators.

If you are trying to optimise your workflow, read our latest case study and learn how process automation has been used to tackle: 

  • Job Appraisal
  • Client Acceptance
  • Data Access Requests
  • Mobile Requests

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