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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