The professional services company made its yearly audit planning and scheduling process less time-consuming while improving team communication, collaboration, and process visibility.
Professional services powerhouse FGMK had a problem: Dated processes and legacy tools were distracting the team from the work they do best— first-class client service.
With over 1,000 audit and financial statement reporting engagements in a year, and tens of thousands of information requests, FGMK was looking for a better way to handle communications and manage administrative requests related to these often manual processes done in a spreadsheet, word document, or an email thread. After running into accountability issues and versioning headaches, the team at FGMK knew there had to be a better way.
“We found that teams were spending a lot of time on the administrative part of an audit versus doing the actual client service, doing the actual value-added component that is why they're in the field,” says Michael Fernandez, Director of Quality Control at FGMK.
They needed a solution to help free up their employees from this manual, administrative burden by helping to streamline document intake and decrease the back and forth of email conversations. "We just needed to improve our data flow. We needed to improve our collaboration. We needed to improve our communication; internally and externally," says Fernandez.
“We viewed Smartsheet as something that could improve our own efficiency and cut out that manual labor-intensive process,” says Fernandez, “we’re able to use the notifications and the quick at-a-glance collaborative nature of the platform to get things done quicker, better, and to re-allocate our resources, too.”
“Through the use of Smartsheet, we are getting closer towards global disease elimination targets set by the World Health Organization.”
—Allison Snyder, Project Support Specialist
Focused on improving the lives of hundreds of millions of people around the world, The Task Force for Global Health is a nonprofit organization with 14 programs dedicated to controlling, eliminating, and eradicating debilitating diseases. Its Neglected Tropical Diseases Support Center conducts research on tools and techniques for eliminating five such diseases that collectively impact more than a billion people worldwide.
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