Případová studie

We saved not only 0.75 full-time positions in the accounting department

Who is Forvis Mazars

Forvis Mazars offers auditing, tax, advisory, and consulting services worldwide with the aim of providing clients with top-quality care and helping them prepare for the future.

The three-stage approval process was unsustainable in paper form.

The company's growth went hand in hand with an increase in the volume of documents, which could no longer be controlled and approved in paper form. In connection with enabling home office work, the company found itself in a situation where it urgently needed to replace its old, unserviced software for managing data boxes and automating the distribution of data messages.

Management began selecting a comprehensive solution that could be customized and relied upon for further development, such as approving new clients, resolving service contracts, etc.

Key challenges Forvis Mazars

Implementation of a comprehensive solution for document extraction and workflow

All internal agenda in one place

Paperless document procesess

Overview and control of internal accounting over documents at all stages of process

Reduction in accounting costs, which allowed for the introduction of a reporting specialist position

Several suppliers were approached in the search for the ideal solution. Many robust solutions that could not be customized were not acceptable for the company's needs. Docu-x impressed with its good references and high-quality features.

Since implementing the solution at Forvis Mazars, the company has saved a lot of time and stress when approving documents and checking the finance department. The archiving of paper documents has been completely eliminated. Further time savings are achieved thanks to the automatic pre-processing of data messages. Overall, the company has achieved a significant reduction in routine work, which has allowed it to devote more time to auditing and accounting outputs.

Key benefits of implementing Docu-x

Savings of 0.75 full-time positions in the accounting department

Complete overview at every stage of the approval process

Full automation of existing processes

Paperless document processes

"I can't even imagine what we would have done during lockdown without the document extraction and processing implemented in DMS. The idea of paperless document circulation had been maturing in our minds for quite some time. It certainly paid off to thoroughly map and review our internal processes. The effort was worth it, and we quickly got used to the convenience."

Monika Drábová

We saved not only 0.75 full-time positions in the accounting department

Who is Forvis Mazars

The three-stage approval process was unsustainable in paper form.

Key challenges Forvis Mazars

Reduction in accounting costs, which allowed for the introduction of a reporting specialist position

Key benefits of implementing Docu-x

How do we save you time?

Contract management

Digitization of accounting

Directives

Orders

Requests

Data boxes