– Streamlining Workflows for Maximum Efficiency
– Identifying and Eliminating Bottlenecks
– Enhancing Resource Allocation and Utilization
– Fostering a Culture of Continuous Improvement

– Implementing Robotic Process Automation (RPA)
– Integrating Intelligent Workflow Automation
– Developing Custom Software Solutions for Automation
– Promoting Data-Driven Decision-Making through Analytics

– Preparing Your Team for Process Changes
– Providing Training and Guidance for New Workflows
– Fostering Employee Engagement and Buy-In
– Ensuring a Smooth Transition to Optimized Processes

We conduct a thorough analysis of your current processes, identifying bottlenecks, inefficiencies, and areas for improvement.

Based on the analysis, we develop a tailored optimization and automation strategy aligned with your business goals and industry best practices.

Our consultants work alongside your team to redesign processes, integrating Lean principles and innovative automation technologies.

We leverage cutting-edge automation tools and technologies to seamlessly integrate and streamline your processes.

Our hands-on approach ensures a smooth transition during implementation, with rigorous testing to validate the effectiveness of the optimized processes.

We support your team in monitoring and continuously improving the optimized processes, ensuring sustainable efficiency gains.

Our seasoned consultants bring a strong background and a track record of successful process optimization and automation projects.

We understand that there is no one-size-fits-all solution. Our solutions are tailored to your unique business needs.

We use the latest automation tools and technologies to drive efficiency and innovation.

We work hand in hand with your team, ensuring a seamless collaboration and optimization process.

Our aim is to deliver tangible results, including increased productivity, reduced costs, and enhanced customer satisfaction.

Joliwork® has partnered with a large Canadian corporation encompassing various subsidiaries operating in different sectors and employing over 400,000 professionals. The company operates on a unique financial calendar consisting of 13 periods, each comprising four weeks. To generate accurate financial statements, a complex end-of-period process involves the submission, processing, and review of accounting entries from numerous subsidiaries and departments.

Faced with numerous challenges in the end-of-period closing process, the company turned to Joliwork® for assistance:

– A high volume of accounting entries received through various communication channels, leading to inefficiencies and limited visibility.
– Manual data processing contributing to errors and extended processing times.
– Insufficient control and lack of traceability.
– Difficulty in meeting the financial transformation goals set by the executive management.
– End-of-period tasks consuming significant time and resources.

In collaboration with Joliwork®, the company aimed to enhance its financial operations by:

– Reducing manual efforts and processing times.
– Streamlining the end-of-period process for improved efficiency.
– Increasing visibility and control over financial entries.
– Eliminating bottlenecks and non-value-added steps.
– Providing training to employees to enhance their       productivity.

With Joliwork’s expertise, a comprehensive Lean Six Sigma approach was implemented to optimize the end-of-period process. The following steps were taken:

1- Process Automation: Joliwork® leveraged a SharePoint platform to centralize and streamline the submission and processing of accounting entries.
2- Power Automate: Automation was achieved through Power Automate to ensure smooth communication and notifications throughout the process.
3- Excel Macros: Excel macros were developed to extract, process, and record accounting entries in the SAP system.
4- Change Management: Presentations and tutorials were provided to raise awareness among users about the new streamlined process.

The new process included:

– Request Submission: Companies and departments fill out a SharePoint form, submitting their accounting entries.
– Data Processing: Entries are automatically extracted from the form and processed using Excel macros.
– Data Recording: Processed entries are verified and recorded in SAP by a senior colleague.
– Notifications: Automated notifications are sent at each stage to relevant stakeholders.

The implementation, guided by Joliwork’s expertise, resulted in significant improvements:

– Reduction of end-of-period closing time from four days to just one and a half days.
– Enhanced visibility, control, and accuracy in the financial reporting process.
– Improved data accuracy leading to enhanced reports and informed strategic decisions.
– Overall productivity increase and cost savings.

This case study highlights the following key lessons:

1. Process optimization is essential for creating capacity, improving reporting, and facilitating informed decision-making.
2. Lean Six Sigma methodologies, when combined with automation, can yield transformative results.

Building upon the success of the initial implementation, Joliwork® and the company plan to expand the optimized process to include other operational departments and sectors, further enhancing overall efficiency and performance of the company.