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