FlowForma Case Studies Overcoming Paperwork Bottlenecks

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	Overcoming Paperwork Bottlenecks FlowForma

Overcoming Paperwork Bottlenecks

FlowForma

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Platform as a Service (PaaS) - Data Management Platforms
Applicable Industries	Professional Service
Applicable Functions	Business Operation Human Resources
Use Cases	Process Control & Optimization Regulatory Compliance Monitoring
Services	Software Design & Engineering Services System Integration
Challenge	Grant Thornton, a rapidly growing professional services firm in Ireland, was facing inefficiencies due to paper-based processes that relied on printed forms, Excel spreadsheets, and intermittent email correspondence. The company was experiencing bottlenecks and general inefficiencies, particularly highlighted in their Job Appraisal process. At the end of a client assignment, trainees would fill in a form, print it off, and hand it over to their manager who would rate them on each task, before passing it over to an administrator to manually enter into an Excel spreadsheet. The firm’s attempts to integrate add-on applications to improve workflow with Microsoft SharePoint had been unsatisfactory. Read More
About Customer	Grant Thornton is one of Ireland’s fastest-growing professional services firms. The company prides itself on delivering a breadth of financial and business services to clients in an innovative way and to the highest standards. The firm is always interested in leveraging technology to solve problems and was looking at ways to improve internal processes between its seven Irish offices that employ around 1,400 people. The company had previously embraced Microsoft SharePoint as a way to better manage documents, but attempts to integrate add-on applications to improve workflow had been unsatisfactory. Read More
Solution	FlowForma Process Automation, a no-code solution that sits on top of SharePoint, was recommended to Grant Thornton. This solution replaces fragmented paper trails with an automated digital ‘flow’ to transform business processes. The company’s Job Appraisals paper trail was the first to be replaced by a single digital journey that seamlessly encompasses the trainees, managers, and administrators. The Client Acceptance process was also automated, integrating with a time and billing application to mitigate risks when onboarding new clients. Another flow is Data Access Requests, a timely solution for GDPR requirements that empower people to get a full disclosure of the personal information companies retain about them. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Platform as a Service (PaaS) - Data Management Platforms

Applicable Industries

Professional Service

Applicable Functions

Business Operation

Human Resources

Use Cases

Process Control & Optimization

Regulatory Compliance Monitoring

Services

Software Design & Engineering Services

System Integration

Challenge

Grant Thornton, a rapidly growing professional services firm in Ireland, was facing inefficiencies due to paper-based processes that relied on printed forms, Excel spreadsheets, and intermittent email correspondence. The company was experiencing bottlenecks and general inefficiencies, particularly highlighted in their Job Appraisal process. At the end of a client assignment, trainees would fill in a form, print it off, and hand it over to their manager who would rate them on each task, before passing it over to an administrator to manually enter into an Excel spreadsheet. The firm’s attempts to integrate add-on applications to improve workflow with Microsoft SharePoint had been unsatisfactory.

About Customer

Grant Thornton is one of Ireland’s fastest-growing professional services firms. The company prides itself on delivering a breadth of financial and business services to clients in an innovative way and to the highest standards. The firm is always interested in leveraging technology to solve problems and was looking at ways to improve internal processes between its seven Irish offices that employ around 1,400 people. The company had previously embraced Microsoft SharePoint as a way to better manage documents, but attempts to integrate add-on applications to improve workflow had been unsatisfactory.

Solution

FlowForma Process Automation, a no-code solution that sits on top of SharePoint, was recommended to Grant Thornton. This solution replaces fragmented paper trails with an automated digital ‘flow’ to transform business processes. The company’s Job Appraisals paper trail was the first to be replaced by a single digital journey that seamlessly encompasses the trainees, managers, and administrators. The Client Acceptance process was also automated, integrating with a time and billing application to mitigate risks when onboarding new clients. Another flow is Data Access Requests, a timely solution for GDPR requirements that empower people to get a full disclosure of the personal information companies retain about them.

Impact #1	The most enthusiastic adopters of FlowForma Process Automation have been the Risk and IT teams – both have seen it as a way to improve governance as well as increase efficiencies.
Impact #2	The Client Acceptance and Data Access flows have brought a new transparency to processes that the Risk department has to stand over.
Impact #3	FlowForma Process Automation’s single repository provides a foundation for faster and more accurate reporting. By pulling the data into Microsoft Power Pivot, it has given the business more insights around day-to-day processes and helped relieve bottlenecks.

Impact #1

The most enthusiastic adopters of FlowForma Process Automation have been the Risk and IT teams – both have seen it as a way to improve governance as well as increase efficiencies.

Impact #2

The Client Acceptance and Data Access flows have brought a new transparency to processes that the Risk department has to stand over.

Impact #3

FlowForma Process Automation’s single repository provides a foundation for faster and more accurate reporting. By pulling the data into Microsoft Power Pivot, it has given the business more insights around day-to-day processes and helped relieve bottlenecks.

Benefit #1	60% process time improvement
Benefit #2	Return on investment within 6 weeks

Benefit #1

60% process time improvement

Benefit #2

Return on investment within 6 weeks

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Overview

Overcoming Paperwork Bottlenecks

Operational Impact

Quantitative Benefit