Streamlining the compliance process presentation at Reckon Group Conference

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This presentation was given by Tony Douglas at Reckon Group Conference 2014 held at the Hilton in Sydney from 21-23 August. For more information visit www.reckon.com

Business

AGENDA:
Your Value Stream
Detailed Demonstration:
1. Collection
2. Transformation
3. Delivery

You have 10 SECONDS to find the path from Start gate to Finish gate
that takes the least number of turns…
Under 20 turns?
Under 15 turns?
Under 10 turns?
Under 5 turns?

How many people had something like this?
Why do most people go through the
maze?
» What we know influences what we
think we can do… (constraints)
» Often causing us to leave assumptions
unchallenged…
» Thereby limiting our ability to refine our
process…
» Yet the GOAL is to get to the outcome
in the most efficient way possible.

STANDARDISED PROJECT PLANNING
AUTOMATED WORKFLOW
ONE PROCESS FOR DATA CAPTURE
PAPERLESS FROM THE START

INTEGRATED WORKPAPERS
STREAMLINED GL REPORTING
GL TO TAX INTEGRATION
REDUCED REWORK

PAPERLESS REVIEW PROCESS
COLLATE REPORTING PACK
PUBLISH TO CLIENT PORTAL
COMPLETE WORKFLOW

THANK YOU
For more information, visit www.reckon.com

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Streamlining the compliance process presentation at Reckon Group Conference

1. Streamlining the COMPLIANCE PROCESS

2. AGENDA: Your Value Stream Detailed Demonstration: 1. Collection 2. Transformation 3. Delivery

3. VALUE STREAM

4. You have 10 SECONDS to find the path from Start gate to Finish gate that takes the least number of turns… Under 20 turns? Under 15 turns? Under 10 turns? Under 5 turns?

5. How many people had something like this? Why do most people go through the maze? » What we know influences what we think we can do… (constraints) » Often causing us to leave assumptions unchallenged… » Thereby limiting our ability to refine our process… » Yet the GOAL is to get to the outcome in the most efficient way possible.

6. COLLECTION PHASE

8. STANDARDISED PROJECT PLANNING AUTOMATED WORKFLOW ONE PROCESS FOR DATA CAPTURE PAPERLESS FROM THE START

9. TRANSFORMATION PHASE

10. C

11. INTEGRATED WORKPAPERS STREAMLINED GL REPORTING GL TO TAX INTEGRATION REDUCED REWORK

12. DELIVERY PHASE

13. C

14. PAPERLESS REVIEW PROCESS COLLATE REPORTING PACK PUBLISH TO CLIENT PORTAL COMPLETE WORKFLOW

15.

16. THANK YOU For more information, visit www.reckon.com

Streamlining the compliance process presentation at Reckon Group Conference

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