Operations

Project objectives

Digitalisation of client-customised core processes for SME clients in one of the leading tax consulting and accounting companies. Development of a modular service portfolio, including pricing.

Method

• Analysis ofexisting workflows in accounting, book-keeping and personnel accounting
• Implementation of Quick Wins
• Conceptualisation of improved desired processes with best possible utilisation of appropriate IT systems and an optimised activity flow
• Support in the conceptualisation of the portfolio, including pricing
• Support in the recruitment of an internal manager for managing the new product portfolio
• Planning of the final implementation of processes and careful hand-over of the project to internal organisation
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Most important results

• A list of Quick Wins which have already been implemented and which translated into a perceptible improvement for client-customised work.
• A final report including implementation planning which all stakeholders supported in content and rated "very good"
• A new staff member who is responsible for internal implementation and externally for managing the new client-customised portfolio.