SUCCESS STORY

RSM Improves Client Satisfaction and Global Business Processes with Kantata

RSM provides a wide variety of services including global, public and private audit services, support for a wide variety of tax needs, as well as full service consulting and outsourcing services.

rsm

Critical use of project status & KPI's

Improved team-client communication

INDUSTRY
Business Consulting
CLIENT
RSM US LLP
WHAT KANTATA REPLACED
Homegrown Solution

The Challenge

As a consistently expanding organization, RSM needed support for their time-and work-intensive projects. They previously relied on a homegrown system called Global Tracker, but this solution was only providing the minimum support that the work required. RSM needed more control over resources and critical insights into project trends.

The Solution

Client Support

RSM needed to enable their business to better support clients through their Global Tracker system, which provides global statutory audit and tax compliance work. Kantata’s Insights and easy-to-use configuration made improved resource visibility and control possible.

Project Insights

Kantata’s project status reports and ability to provide automated critical information to each team member helped create a greater interconnectivity and a much easier pathway to finding crucial data for each resource’s role within a project.

Global Project Data

As a business that provides services around the world, RSM needed Kantata’s project portfolio level views through dashboards and reports, which can distinguish between each company and country views, down to local taxing bodies as needed.

Benefits

  • Risk mitigation in global tax compliance
  • Templatized project creation
  • Improved team-client communication
  • Critical use of project status and KPIs

“Kantata’s activity feed and the individualized project management views for people to log in and immediately see their projects, instead of having to sift through all projects, was a major difference given our global scale.”

Jon Caforio

Principal, Strategy and Management Consulting, RSM

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