Case: audit platform
From email and document chasing to a shared audit platform.
Our specialists worked on a platform that started by bringing client documents together and grew to support more of the audit workflow.
Anonymized team experience
The challenge
Client information arrived through emails and phone calls. A shared way to request, follow up and work with documents was needed.
Our contribution
The specialists worked on a client portal and connected task and document workflows. The platform evolved in stages for more roles and activities.
The solution
A portal was combined with task builders, notifications, documents, electronic signing, planning and financial workflows.
The result
Document collection, tasks and status could be managed in one structure alongside planning and financial workflows.
For readers interested in the technology
The experience also includes invoicing, receipts, KYC, PEP and recurring risk assessments. The electronic-signing technology and legal compliance are not specified here.
This account concerns team experience, including earlier work. It does not imply a current support contract, a measured commercial outcome or ownership of a historical contract by the present company.
