Financial Workflow Transformation for Global Online Retailer

challenge

Lack of Clarity Into Compliance Requirements

Our global retail client’s multibillion-dollar transfer pricing structure needed to track their compliance requirements in the multiple countries where they have a presence, but they didn’t have an efficient and comprehensive solution. Given the volume of decisions needed for a globally dispersed team, they struggled in three core areas:

Employees frequently missed or ignored important emails and notifications, resulting in communication breakdowns and project delays.
They lacked clarity on how to develop a global roadmap that had critical status updates on tasks, deadlines, and initiatives.
They needed engagement from the entire team in order to keep the status up to date, so goals could be met without major issues.

Key Outcomes

17

countries

where tax management is supported by our Asana workflow

solution

Asana Workflow for More Effective Teamwork

In order to create better visualizations and more streamlined processes for our client, we rolled out a new Asana workflow to support tax management for 17 countries. We established an executive dashboard and governance process so achievement of compliance can be monitored live. We also mapped and clarified the assignee and responsible person for each of the tasks, resulting in a more efficient team structure.

results

Deeper Insights, Increased Adoption, More Organization

Within three short months, we were able to get true insights into our client’s needs through requirements gathering, partnering with our client to implement Asana within a new team, and leading multiple trainings focusing on business goals and outcomes. We drove executive alignment early and operated as a true strategic consultant, resulting in increased adoption faster than previous endeavors. Our solution also removed inbox chaos, reduced the number of missed internal deadlines, and kept our client’s teams connected and on track.

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Financial Workflow Transformation for Global Online Retailer

Lack of Clarity Into Compliance Requirements

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