Streamlining the

COMPLIANCE PROCESS

AGENDA:

Your Value Stream

Detailed Demonstration:1. Collection2. Transformation3. Delivery

VALUE STREAM

You have 10 SECONDS to find the path from Start gate to Finish gate that takes the least number of turns…

Under 20 turns?

Under 15 turns?

Under 10 turns?

Under 5 turns?

How many people had something like this?

Why do most people go through the maze?

»What we know influences what we think we can do… (constraints)

»Often causing us to leave assumptions unchallenged…

»Thereby limiting our ability to refine our process…

»Yet the GOAL is to get to the outcome in the most efficient way possible.

COLLECTION PHASE

STANDARDISED PROJECT PLANNING

AUTOMATED WORKFLOW

ONE PROCESS FOR DATA CAPTURE

PAPERLESS FROM THE START

TRANSFORMATION PHASE

C

INTEGRATED WORKPAPERS

STREAMLINED GL REPORTING

GL TO TAX INTEGRATION

REDUCED REWORK

DELIVERY PHASE

C

PAPERLESS REVIEW PROCESS

COLLATE REPORTING PACK

PUBLISH TO CLIENT PORTAL

COMPLETE WORKFLOW

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