Xcm cas value delivery
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Transcript of Xcm cas value delivery
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Focusing on Value Delivery with XCM for Client Accounting ServicesPresented by:
Mark McAndrewDirector of Consulting
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Profx
Due Date System
DMS
Scheduling
Time & Billing
Misc.
Capital Confirm
Engage-ment Docket
Paychex
Intact Bill.com
TAXOTHER
AUDIT
CAS
TAXOTHER
AUDIT
CAS
TAX
CAS
OTHER
AUDIT
Partner
Capital Confirm
Engage-ment Docket
Paychex
Intact Bill.com
Profx
Due Date System
DMS
Scheduling
Time & Billing
Misc.
AUDIT
CAS
TAXOTHER
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XCM Workflow and Process Control
Centralized view of all work firm-wideRemote access to real-time informationImproved accountabilityIncreased efficiency and effectiveness from an automated, standardized processGreater control and quality assuranceWorkload balancing and resource management
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Instant Visibility to all Engagements
Quickly search across your practice for task status
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Schedule Tasks to Automatically Recur
Automatically schedule routine bookkeeping tasks to create, assign, and notify your resources
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Individual Workload Management
Identify, control, and prioritize your current to do list
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Request and Collect Source Documents
Know what you collect, what you have collected, and what you need to collect, before starting work
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Communicate Requests and Receive Info
Use the information in the system to quickly push the requests for information to your clients
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Standardize Process or Procedures
Template your approach to how client specific work is prepared, reviewed, completed
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Task Specific Knowledge or Instruction
Consolidate the information collected re: current action required or to reference on prior performance
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Questions Related to the Engagement
Know what holds up your progress and respond against it
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Task Specific Review Points
Document issues, document resolutions, ensure mistakes do not happen month after month
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Workflow Results for the Firm
Instantly know the status of any jobIdentify resource issues or availabilityAutomate the scheduling of routine tasksImmediately react to issues reported by staffAddress concerns before they become a problemLearn from prior mistakes or review pointsSpend time providing services not completing work