Process Management
PROCESS MANAGEMENT

Laptops, smartphones and tablets are making the world work faster and smarter today. XCM business experts have developed a productivity enablement platform designed to optimize your business process and overall effectiveness.

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Process Management

Improve Flexibility for Changing Priorities

A workflow and productivity enablement platform helps route work through an automated process until completion. During that process, various pieces of information are collected and retained with the task. 

Without automation, a paper or paperless environment is inefficient:

  • Data Collection and Reporting: Many hours are spent gathering information from multiple sources and creating a consolidated view. Oftentimes the consolidated information is stale and outdated as soon as it is distributed.
  • Disjointed Information: Data points such as review notes and client communications can be spread across emails, paper notes, and voicemails—these become disjointed and difficult to follow.
  • Lack of Continuity: The lack of carryover for information prevents clear continuity year over year. Continuity is critical to delivering quality client service, which can suffer in years when turnover occurs.

XCM Is Productivity, Simply Enabled™

As a process integrator, XCM incorporates your existing technology solutions and provides clear, concise workflow. Increased visibility and control give resources a clearly defined path for reporting, data collection, and other tasks.

Take the guesswork, subjectivity, and time consuming research out of task management by tracking checklists assigned to specific resources. XCM provides the path to a more efficient, productive finance department through increased control, visibility, accountability, and flexibility.

Features & Benefits

Visibility

Visibility

Provide full due date monitoring and tracking capabilities, with real-time reporting that empowers you to better manage your overall workload.

Accountability

Accountability

Gain a single view of work allocation by resource, allowing you to see utilization gaps or overages, while managing the status of each.

Flexibility

Flexibility

Customize mapping, statuses, and checklists to reflect your processes rather being required to take a “cookie-cutter” approach in order to use the system.

Control

Control

Create detailed controls with checklists that standardize specific activities related to the milestone statuses for each business process.

Productivity

Productivity

Allow users to have instant access to the status of their work. You can spend more time on data analysis rather than data collection, which ultimately increases productivity.

Benefits by Work Type

XCM lets you streamline accounting workflow and standardize your processes for reoccurring weekly, monthly, quarterly, and annual accounting functions. It automates processes to provide unparalleled visibility, clarity, and accountability. Reduce burnout by enabling staff to work more efficiently and effectively—and gain control over your practice via a real-time view of work in progress at the individual, departmental, office, and/or firm-wide level.

Click below to learn how XCM can simplify your other tax, finance, accounting, and audit functions:

Benefits by Role

XCM can help you gain visibility across all the tools you and your team use, to deliver a management-level view of all work in progress. Though we integrate with several popular tax and accounting packages, the real payback is through your greatest asset—your people. We manage millions of processes per year, enabling professionals to complete more work, in less time, with greater quality.  

Click below to understand how each role can benefit from XCM productivity enablement:
 

The Trusted Solution

XCM's productivity enablement and workflow platform has become a key piece of the technology equation for tax, accounting, and finance organizations as they move toward a real-time, on-demand environment.

Powered by advanced cloud technology, XCM centralizes tax, accounting, finance, and audit processes within a single platform for end-to-end, streamlined workflow management. The holistic view of all work-in-progress helps leading firms and tax departments balance workloads, proactively address bottlenecks before they become problems, and drive profitability.

By optimizing processes across your organization or department, you and your team will progressively perform at peak efficiency—equating to immense productivity gains, cost savings, and capacity expansion.

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