By implementing ProcessPlan we now have a much more streamlined way to capture the needed information in real time from our clients which we can then use throughout our internal processes which typically touch at least three internal resources. It has cut down the average time to close any given entities books by more than 10 days on average.

Now that we have ProcessPlan, I can work with my teams to set up exactly how a process should be done. When that process is started, I then know it will be done efficiently and without steps being missed/forgotten. Not only does it send the tasks to appropriate team members, but so many items can be automated to save everyone time in multiple aspects.

We had a lot of problems missing small, but critical tasks. ProcessPlan has helped us develop cross-departmental processes that save our organization.