Libby is responsible for an entire finance function within a £15m multi-national business, spanning 3 countries and 4 currencies. This level of responsibility brings along a whole stack of work to keep on top of.
Managing a team of people with different responsibilities.
How do you track and view who is doing what, and why?
Customer queries, team tasks, auditor requests.
How do you easily track what’s been said and to who?
Customer and vendor contracts, excel calculations.
How do you find the right file in a timely manner?
Month end, year end, planned checks.
How do you make sure tasks and queries are followed up?
Vendor bills, payroll runs, price changes.
How do you keep track of and evidence approvals easily?
NetSuite records, contracts, customer NDAs.
How do you communicate around and track documents?
Workiro allows the team to securely share, store and sort documents against tasks, people and tags. No more hunting down missing work or worrying when it comes to audits.
Workiro erases the struggles of cross functional collaboration. The team replaced any uncertainty with even better communication together across the business.
Workiro mitigates the pain of tracking team tasks both in and out of the office. It provides visibility of tasks within the team and who is responsible for what, and why.
“Workiro naturally and intuitively makes the ‘why’ behind actions easy to see. Where this relates to customer or transaction records it’s automatically there against the record where you need to see it, and you can discuss and add to the conversation right there in NetSuite, in real time.”
Workiro provides a unique combination of features that help build exceptional relationships through incredible work.
Capture, organize, manage and store work easily.
Communicate with anyone quickly and securely.
Get work with anyone, in a structured, clear way.
Unlimited E-Signatures with a simple client experience.
Represent your brand with every interaction.
Alerts, reminders & more
Smart nudging and notifications.
“I’ve never worked somewhere where the systems work so well. The way we use NetSuite and Workiro together just enables me to get on and do my job.”