Small Accounting Firm
Design reconciliation process on Xero and explore company-wide opportunities
Scalability to manage more client
RPA + Process Discovery
Decision to automate strategically vs process by process
Situation:
Extend current automation functionality, to reconcile multiple accounts on Xero’s accounting web service
All computer on Apple Mac computers
Actions:
Re-engineered the Xero reconciliation process
Provide client with templates and tools to accurately gather the right data and for Process definition documentation (PDD)
Use Azure to host the automated process on a consistent Windows desktop
Gather process data across multiple teams and generated an Opportunities map
Client realised the benefit to taking a more strategy approach (vs a tactical process by process approach) to invest into a full transformation initiative and logically prioritise their automation opportunities
