Technology Category
- Cybersecurity & Privacy - Security Compliance
- Sensors - Haptic Sensors
Applicable Industries
- Electronics
- Finance & Insurance
Applicable Functions
- Logistics & Transportation
- Quality Assurance
Use Cases
- Leasing Finance Automation
- Personnel Tracking & Monitoring
Services
- Testing & Certification
About The Customer
DFK Hirn Newey is a B2B company operating in the financial and professional services sector. The company, which employs 30 full-time employees, is composed of consultants and business advisors who assist clients with various issues related to accounting, taxation, and information technology. The company is led by director Paul Fiumara, who is responsible for finding and implementing cutting-edge technology solutions to enhance the company's efficiency. The company's primary goal is to streamline its software applications to improve overall efficiency and maintain compliance in an industry with many and varied professional obligations.
The Challenge
DFK Hirn Newey, a B2B company in the financial and professional services space, was facing a significant challenge in managing its procedures and policies. The company was struggling with the rapid introduction of new software, which led to a complex web of procedures living in applications, the minds of employees, or in an instruction manual. The company was also facing difficulties in keeping procedure documents up to date, ensuring key staff members had access to the systems, and maintaining compliance. The director, Paul Fiumara, was constantly putting out fires instead of focusing on high-level tasks that would allow the business to function more effectively. The transition from traditional paper-based systems to electronic delivery of services further complicated the situation. The lack of a well-structured system meant that errors were not being picked up, leading to inefficiencies and mistakes.
The Solution
DFK Hirn Newey found a solution in SweetProcess, a cloud-based procedure manual. After a thorough evaluation, the company started using SweetProcess to document procedures on how to use their various computer applications. Once they had documented everything to do with software, they started tackling other areas of the company. Fiumara created a Notice Board within the program to cut down on email overload and keep staff updated on changes to procedures. This also resulted in a permanent record of changes. Furthermore, Fiumara and his team ensured every procedure was documented within SweetProcess, including references to their professional standards. This allowed them to show complete compliance with all professional obligations during an independent review, resulting in the highest possible ranking for professional certification.
Operational Impact
Quantitative Benefit
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