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.
Critical use of project status & KPI's
Improved team-client communication
INDUSTRY
CLIENT
WHAT KANTATA REPLACED
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.”
Principal, Strategy and Management Consulting, RSM