Key Results
To fully implement this optimization, the team conducted a comprehensive update across all transactions, applying the new process to both current and historical records. As a result, there are no longer any old transactions stuck in a rejected status, as all have been successfully reprocessed, and the process now operates seamlessly.
Client Overview
In Business Since: 2005
Industry: Business Consultancy
The Company helps small and medium-sized businesses thrive by providing cost-effective outsourcing solutions. They combine business consultancy, process optimization, and advanced technology to deliver value and efficiency
Challenge
In 2022, the Company implemented the NetSuite system to streamline its financial record-keeping and optimize internal transaction processes.
The Company uses Security Assertion Markup Language (SAML) through JumpCloud to enable employees to create expense reports and purchase requests for operational purposes, which designated approvers then process.
To optimize the approval process, the Company previously engaged a third-party NetSuite provider to customize the transaction approval workflow. However, several issues have arisen due to the way the workflows and approval permissions were set up by the previous provider:
Solutions
