Fraud & Visibility
Single source of truth, task reduction and fraud elimination

The Challenge
As an SME working within a wider supply chain, the administration challenge on our client was significant. High volumes of information, received typically on email needed to be managed in a timely way. The opportunity for human error was high and the consequences of such error significant

The Solution
A simple way to share commercially sensitive and critical information with third parties who needed access to different aspects of the whole. Using a configurable and familiar folder structure, multiple parties were able to upload and access volumes of information, confident that it was up to date. Bank details of the multiple suppliers who were paid on invoice were secured with supplier only edit control – making the AP job simple and eliminating the opportunity for man in the middle fraud

The Value
Significant saving in time to transmit, store and retrieve information. Reduced volumes of supplier queries. Increased confidence in data quality accelerated completion of tasks. Fraud and compliance risk eliminated    

Client Service Challenge
Client Self service, reduce tasks, extend brand asset

The Challenge
A leading regional accountancy practice based in East Cheshire wanted to extend the secure way they were communicating with clients by enabling client self service. Clients need to sign documents and the process to do this was expensive and time consuming

The Solution
Extending the secure sharing capability into a firm branded, self service portal enhanced the client experience and enabled them to sign documents in just a couple of clicks. Administration tasks and postage costs were eliminated with a simple signature ready document production process. Automatic notifications and a shared view of available documents through the portal further reduced administration tasks

The Value
A sector leading client experience sets our client apart. Their clients access all available information from a single place and complete requested actions in a couple of clicks. Lag time reduction, postage and storage cost elimination and significant reduction in admin time