Process optimization of the month-end closing
Due to the retirement of an employee, a way must be found at short notice to take over the monthly closing for the client and its foreign subsidiaries. Parallel to taking over the job, a concept is to be created to automate the task. The month-end closing consists of the invoices to the customers as well as the creation of various lists regarding rental objects, inventories and safety data sheets.
- Assumption of the tasks for the preparation of monthly invoices
- Analysis of the process
- Conception of different automation possibilities
- Monthly settlements were carried out
- A two-stage approach to automating monthly billing was developed:
- Stage 1 with no impact on the overall process with quick wins and initial time savings.
- Stage 2 by changing the overall process and complete automation.
- Thus further time savings and no need to re staff the position.