Case Study: Top Global Accounting Firm

Automating reporting saves client
hours of work

Automating reporting saves client hours of work

Challenge

During a large review, the client wanted detailed reports on reviewer productivity and were having problems finding the data they needed, wasting valuable time and not getting the expected results.

Solution

In order to resolve the errors, LDM restructured some of the client’s searches and showed them how to automate their reporting and QC the results, eliminating hours of frustrating work for the client.

The Full Story

When it comes to review, you are often under the gun to get results. With a heavy review load and multiple reviewers, reporting on reviewer productivity makes sense, but setting the reports up correctly and easily can be challenging.

During a large review, a top global accounting firm wanted detailed reports on reviewer productivity and were having problems finding the data they needed. They were wasting valuable time and not getting the expected results.

In order to resolve the errors, LDM restructured some of the client’s searches and showed them how to automate their reporting. LDM also showed the client how to QC their results and change workflow in order to achieve desired results and accurate reporting. This eliminated hours of frustrating searching and reporting for the client and allowed them to focus on what was really important — their review.

One of the associates working on the matter was so happy with LDM Global’s service, that he or she wrote a personal email to LDM’s vice president of global operations, saying “I just wanted to let you know that I have never had as good of vendor customer service as I had. So many times, I ask a vendor a question on how a tool works behind the scenes or how to pull reports, but they cannot get the job done.”

The LDM Global consultant “knows this system in and out and was able to provide me with filters, even with the coding issues on our end. I learned from her in 2-3 hours what would normally take a week of training.”

[The LDM Global consultant] knows this system in and out and was able to provide me with filters, even with the coding issues on our end. I learned from her in 2-3 hours what would normally take a week of training.

Experienced Associate

Top Global Accounting Firm

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