Have a real-time view of all work—from linear recurring processes to complex parallel inter-dependencies.
Gain 360° visibility to work, regardless of role and across projects—with real-time data rolling up into actionable and customizable reports.
Gain the visibility you need to allocate resources when you have a new project, ensuring your people are focused on the type of work where they are best utilized—and energize your entire workforce.
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Resources drive production, and proper allocation of resources increases efficiency.
With XCM, department leaders and managers can increase the effectiveness of how they manage their resources. XCM aligns calendar-driven resource allocation with a view to approaching deadlines. The result is 360° visibility to who has the work, and when it’s going to get done—as well as balanced workloads, and an overall higher energy level.
Technology can ease the scheduling burden for management, executives, and resources by providing the most efficient way to match diverse skillsets with appropriate tasks. Flexibility in managing business processes and resource allocation means key contributors don’t have to be frustrated by tasks that are misaligned with their specialties.
And, XCM lets you gain a clear view when your booked work exceeds your resource capacity. When you need to expand your capacity, XCM can also offer outsourcing services via Xpitax.
Use XCM's 360° visibility to tasks and project status to empower your team to better manage their day and overall workload.
Gain a single view of work allocation by resource, allowing you to see utilization gaps or overages while managing the status of each.
Use customized mapping, statuses, and checklists to reflect your process rather than taking a “cookie-cutter” approach to use the system.
Create detailed process control with checklists that allow you to standardize specific activities related to the milestone statuses for each project.
Spend more time on data analysis than data collection with real-time XCM information available at your fingertips, which ultimately increases productivity.
Increase focus on more strategic imperatives to add more value to your practice as well as to your day-to-day work.
XCM lets you streamline accounting workflow and standardize your processes for reoccurring weekly, monthly, quarterly, and annual accounting functions. It automates processes to provide unparalleled visibility, clarity, and accountability. Reduce burnout by enabling staff to work more efficiently and effectively—and gain control over your practice via a real-time view of work in progress at the individual, departmental, office, and/or firm-wide level.
Click below to learn how XCM can simplify your other tax, finance, accounting, and audit functions:
XCM can help you gain visibility across all the tools you and your team use, to deliver a management-level view of all work in progress. Though we integrate with several popular tax and accounting packages, the real payback is through your greatest asset—your people. We manage millions of processes per year, enabling professionals to complete more work, in less time, with greater quality.
Click below to understand how each role can benefit from XCM productivity enablement:
XCM's productivity enablement and workflow platform has become a key piece of the technology equation for tax, accounting, and finance organizations as they move toward a real-time, on-demand environment.
Powered by advanced cloud technology, XCM centralizes tax, accounting, finance, and audit processes within a single platform for end-to-end, streamlined workflow management. The holistic view of all work-in-progress helps leading firms and tax departments balance workloads, proactively address bottlenecks before they become problems, and drive profitability.
By optimizing processes across your organization or department, you and your team will progressively perform at peak efficiency—equating to immense productivity gains, cost savings, and capacity expansion.