Does your company struggle to keep track of recurring processes across teams and subsidiaries? Processes like the financial close, VAT and tax reporting, PBC lists, other operational checklists, processes or financial controls?
TASK MANAGER is purpose-built for finance teams and for recurring processes. It’s designed to make it super-easy to create, build and manage world-class processes.
If you’re like most of our customers, you manage your checklists in long lists on shared spreadsheets. You struggle with overview, control and efficiency. It´s hard – if not impossible – to enforce tight, consistent processes across teams, subsidiaries and countries, and you’re frustrated by all the limitations of shared spreadsheets. Continue reading to learn how TASK MANAGER solves these challenges:
Task Templates and Library
Build your tasks once, re-use periodically or ad hoc. Describe the purpose and procedures of all tasks to ensure consistent behavior.
Select tasks from your TASK MANAGER task library to organize into lists such as the closing calendar, finance and accounting manual or budget process. Or you can import your complete list of tasks from a spreadsheet. Create dependencies, subtasks and on-task checklists to make sure everything gets done correctly.
You don’ t need to set the due-date on each task. You define a +/- relationship towards a Zero-Day such as the close date. Set the Zero-Day for the whole Task List and all task will get their due-date automatically.
Task overview and Dashboards
The advanced task grid with drag-and-drop grouping gives you the overview you need. Dashboards supplies you with graphical status insights.
E-Mail notifications, reminders and In-App alerts
Alerts and reminders – also available for your smartphone – make sure that everyone knows what to do, when and how.
Evidence and collaboration
Upload supporting documents and make comments on tasks. The team concept makes it easy for different team members to collaborate on tasks, for instance by preparing different items on the on-task checklist.
Workflow, segregation of duties and audit trails
Approval workflow and segregation of duties make it possible to ensure governance and control. Audit trails tracks every event within a task.
Stay on top of your tasks and processes at all times. Use your smartphone or tablet to review tasks, certify when they’re done, review and approve them or get a status overview.
Build and manage world-class processes
At last, you can achieve streamlined processes with consistent behavior and ensure that those processes are completed with quality.
At the same time as you enforce best practices, company policies and procedures, you’ll also create standardized behavior and improved efficiency, freeing up time to achieve even more.
Control and risk mitigation
Control your operational efficiency and your financial reporting. Get visibility on control tasks across your organization. Enforce and manage your internal control tasks. Read more about how Adra´s solutions support Internal Control
Reduce Lead-Time, shorten your process and get done in time
Automate the management of your financial close and business processes. Free up lead-time, shorten your process and get finished on time.
Improve Collaboration and keep your staff happy
Eliminate excess emails, telephone calls, conference calls and status meetings to synchronize progress. No more locked spreadsheet accessibility issues. Instead, TASK MANAGER ensures every user is up to date and that teams co-operate smoothly.