XCMworkflow is for audit firms that are looking to address challenges impacting engagement profitability, risk mitigation, client experience, quality of work, peer review, work/life balance, and more.
It’s for auditors who need to manage multiple engagements, with multiple team members, where access to key information is challenging—especially during the scheduling, planning, wrap-up, or post-field work activities.
It’s for team members who need to staff jobs with the right people, manage to budget expectations, and coordinate operational processes as well as administrative requests.
It’s for client-focused professionals who want the certainty that work engaged is work that will get done, and get done right.
Productivity, Simply Enabled®
XCMworkflow enables your firm to manage each engagement individually, while consolidating all engagements into a unified business process.
It offers your firm an easy way to communicate engagement status across partner groups, service lines, locations, and/or departments.
It also provides a method to ensure real-time data is accessible in one place, so that you don’t have to manually aggregate it from multiple systems.
Unlike other workflow solutions, XCM lets you modify existing business processes, without rebuilding them from scratch. It also offers a central, easy-to-use location for review points and unstructured information.
Click here to access a product sheet with additional detail, and click here to see an XCMworkflow for Audit use case.