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How Corient Transformed an Accounting Firm’s Workflow Management with Automation and GDPR Compliance

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đź”· Highlights

  • 100% visibility into task statuses and deadlines
  • Complete automation of workflow tracking
  • GDPR compliance ensured with secure systems
  • Centralised dashboard for job management

Introduction

At a bustling Accounting Firm, operations ran on tight schedules and precise deliverables. However, behind the scenes, a silent storm brewed—manual workflows, outdated tracking via spreadsheets, and mounting pressure to meet GDPR compliance. These operational cracks were growing wider, and the leadership knew it was time for a transformation. That’s when Corient stepped in.

The Initial Problem: What Went Wrong?

Despite best efforts, the firm’s reliance on Google Spreadsheets for workflow tracking led to:

  • Inconsistent or missing data entries
  • Poor visibility of expected deliverables
  • Untracked priority changes, causing confusion
  • Manual date logging is prone to errors
  • Potential GDPR risks due to unsecured data handling

The lack of a centralised system was not just causing inefficiency—it was threatening client trust.

Corient’s First Solution: The Fix

The Accounting Firm turned to Corient’s accounting outsourcing services for help. After in-depth consultations, Corient devised and deployed a custom online workflow management system.

This system offered:

  • A centralised platform to add jobs, upload documents, and track progress
  • Integrated year-end checklists
  • Automated job status updates
  • Improved collaboration and accountability

With this setup, data entry errors plummeted, and team coordination improved overnight.

The New Problem: A Surprise Roadblock

Just as things were settling, a new challenge emerged.

Although the new platform was operational, many employees struggled to adapt. They were accustomed to spreadsheets and found the shift intimidating. The lack of training threatened to undercut the benefits of the system.

Corient’s Second Solution: Fixing the New Problem

To address this hurdle, Corient quickly rolled out a step-by-step resolution:

  1. Conducted interactive workshops to familiarise staff with the new interface
  2. Created visual guides and video tutorials for easy reference
  3. Implemented a support chat function within the system
  4. Ran weekly feedback sessions to address user concerns
  5. Assigned workflow champions within teams to support peers

This proactive approach transformed user hesitation into confidence.

The Final Outcome: Success Story

The Accounting Firm experienced:

  • Complete transparency across job assignments
  • Streamlined processes and reduced delays
  • Improved compliance and secure data handling
  • Accurate tracking of billable hours and resource usage

“Corient’s solution didn’t just fix our problems—it changed how we work. We now run smoother, safer, and faster. Their team went above and beyond.”

Key Takeaways: Why This Matters for Businesses

  • Embracing technology can eliminate repetitive tasks and manual errors
  • Training and support are essential in driving the adoption of new systems
  • Investing in tailored automation results in long-term efficiency gains

One tailored solution can future-proof your operations.

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