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Process Assessment & Implementation of Facilitation Routines.

Implementing an assessment of accounting processes and operational procedures helps ensure the reliability of workflows, empowers teams, and speeds up decision-making.

Assessment of accounting processes & implementation of engagement procedures.

30 days saved in supplier invoice processing thanks to more reliable processes and enhanced oversight.

USE CASES

Improve the reliability of accounting processes and boost team performance through team-building activities and clear metrics.

Against a backdrop of growth and the integration of new business units, finance teams face major challenges: ensuring the reliability of financial statements, managing operations, planning initiatives, and ensuring consistency across the organization. To address these challenges, it is essential to adopt a structured approach that combines process analysis with regular performance reviews.

Project Objectives

In growing companies, the integration of new entities or the adoption of a new information system often leads to difficulties in monitoring and managing accounting activities. Finance departments may find it difficult to:

  • Measure and quantify team performance.

  • Identify bottlenecks or processes that are not working properly.

  • Plan, monitor, and evaluate actions effectively.

The goal, therefore, is to make processes more reliable, empower employees, and foster a collective, results-oriented mindset.

The Approach

  1. Process Diagnostics

    • Process analysis and identification of pain points using the SIPOC method.

    • Detailed mapping of accounting processes using the swimlane method to visualize the initial situation.

  2. Short-Term Action Plan

    • Implementation of the quick wins incorporated into the management team’s control room.

  3. Establishing Weekly Routines

    • 15-minute POP per team: leading the activity, tracking financial KPIs, and dynamically planning actions.

    • 30-minute POP in the Financial Control Department: overall management, team coordination, and monitoring of key projects.

  4. Development of Metrics and Management Tools

    • Accounting KPIs.

    • Dynamic Action Planning.

    • Tracking performance and sharing best practices.

The results obtained

The implementation of this program has made it possible to:

  • Faster processing of supplier invoices (+30 days saved).

  • Reduction in the backlog of old invoices and errors in account assignments.

  • Rapid problem resolution through short feedback loops and the sharing of best practices (3 MVPs + 1 control room).

  • Better timing and prioritization of short-term actions.

  • Development of a roadmap defining medium- and long-term objectives.

Thanks to this approach, accounting teams now have practical tools to manage their operations independently, collaborate more effectively, and ensure the reliability of financial statements amid a period of growth.