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