Case Study
A well known CA Firm with multiple Clients and multiple Supervisors were willing to have a Standardized Process to be followed by them and all the Jr. Executives & Trainees.
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CA Firm
The Challenge
- Irregular Follow up with Clients for various compliances like GST, Income Tax, Audits etc.
- Lack of Standardized Process flows for operations
- Manual Attendance, Leave Management & Salary working for Staff
The Solution
- Designing of Step by Step Process Flows for End-to-End Operations
- Tracking file designing for each client and activity with status
- Macro based excel to track each employees attendance, leaves
The Outcome
- Simplified processes helped supervisors to do flawless follow ups and reduced the struggle of compliance deadline meeting issues.
- The Process Flow document is working as training document for the new joiners
- Salary calculation period reduced from 5 man days in a month to 3 hours in a month compounding to 50 man days