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.”
by Guest Author
Editor’s Note: Here at Smartsheet, our customers inspire us every day. Today’s post comes from Oscar Gonzalez, Senior Program Planning Manager at Karyopharm Therapeutics.
In late 2016, after only five months as a lab manager for Karyopharm Therapeutics, I was promoted to the role of program manager in clinical operations. With no prior experience in clinical operations, I was in for quite a ride.
I couldn’t have imagined that after a year I’d be promoted to senior program planning manager and be the team lead of the program planning, analytics, and innovation group — in large part thanks to the effect I had in the implementation of Smartsheet across the organization.
by Jodi Sorensen on May 10, 2011
Portland Oregon-based SERA Architects blends two traditions into its architecture service--urban revitalization and sustainable design. Not only does the firm embrace a corporate philosophy to operate as green as possible, it provides guidance and expertise in a wide range of environmental issues that extend well beyond green building.
In 2006, SERA Architects teamed with Cutler Anderson Architects and was selected for what would become one of the largest federal government building renovation projects funded by the American Recovery and Reinvestment Act (ARRA). Located in downtown Portland Oregon, The Edith Green/Wendell Wyatt Federal Building (EGWW) it is to become a flagship building for the federal government. It is comprised of an eighteen-story office tower, which occupies one full city block and two levels of basement and parking areas. Upon its completion in 2013, it will house about 17 different federal agencies.
by Diana Ramos on August 8, 2016
Alpha Architect, an asset management firm, manages approximately $300 million for customers across the globe. In an industry where you’re competing against billion dollar companies, getting ahead means operating as efficiently as possible. And the team at Alpha understands the role that technology plays in giving them a competitive advantage.
Just being a little bit cheaper than their competition wasn’t enough. They needed to be doing business in a revolutionary way. That is why they set out to find a solution that would help to reduce overhead costs and manage operational workflows, while being simple to use and able to support an auditable trail of compliance activity.
How Alpha Architect Uses Smartsheet to Run Their CRM and Stay SEC Compliant
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