Sharepoint Implementation for Financial Automation

Premier Global supplier of hi-tech display solutions implements Sharepoint to turn around its financial closing process

Client is a premier global supplier of touch solutions
Retail & CPG

The Client

Client is a premier global supplier of touch solutions including touch screen components, touch monitors, and all-in-one (AiO) touch computers. It meets the diverse requirements of digital signage, retail, point-of-sale (POS), hospitality, medical/ healthcare IT, industrial, and consumer.

The Challenge

  • Financial Close Calendar automates the financial close processes with a strong internal control environment to improve month-end accuracy and remove barriers to timely completion of their tasks globally.
  • Providing Offshore Services.
  • On need basis, Onsite engagement.
  • Business Process Implementation on SharePoint 2013.

The Solution

  • Close Calendar site with a repository for monthly close tasks.
  • Shared folder for the team.
  • Workflow to publish Close Calendar tasks every month.
  • Dashboard & KPI to indicate the task status Vs the timeline.
  • Overdue tasks alerts through E-mail.
  • End user training & process document preparation.

The Benefits

  • Closure of financial month end activities of all the regions.
  • Maintaining all the financial documents in a centralize repository.