To Manage the Progress of Accounting Support Services Work
High degree of freedom in designing the business flow
Q. What kind of business do you use Questetra for?
We are deploying speedy accounting support services taking full advantage of IT.
In our main service “Monthly closing service”, we create every month financial graphical reports which help owner to consider the “next move”. We are also focused on support for starting a business, and we are providing our service to IT companies that are rapidly growing.
We are using Questetra as a tool for visualizing the Workflow of this accounting support services. We are sharing internally the progresses of “report creating” and “certified tax accountant signatures”, etc. We are managing the progress of our service for each of our customers, which are more than 600 companies.
Q. Which feature of Questetra do you like best?
I like it very much because it has a high degree of freedom in designing the Workflow. Despite of the fact that the deliverable varies depending on the size and industry of the customer, we are able to manage the progress of our service for all customers in one Workflow definition, because we can add the necessary work using the “Split condition setting”.
And the fact that it can cooperate with G Suite (formerly Google Apps) is very helpful, because we have been actively using Cloud services. We do collective process start using Google Apps Script on Customer Master, or we output the completion records of the work into a Google Spreadsheet.
Expanding to Various Services Business
Q. Has the business procedure changed compared to before the introduction of Questetra?
The basic procedures have not changed.
However, it took time to complete the “Passing of the paper” to record the work progress in a Check-sheet and then for the supervisor to confirm it, until the introduction of Questetra in Spring 2012.
I think, now it has been speeding up significantly by eliminating unnecessary delays because we are able to report from outside the office. Also, we have automated the listing of completion records. We have eliminated labor and errors associated with manual transcription.
Q. Are you planning to expand to other business?
At CHUO account we believe that, to achieve the “principle of Customer First”, we want to respond to our customer needs quickly.
We succeeded in “visualizing” the progress of service business such as “Annual settlement”, a few months after introducing Questetra. We also make use of it, on the new advisory contracts procedures, and on various applications inside company.
I think we want to apply it to a variety of work in the future. I think it is really great that I can configure the Workflow easily.
CHUO Accounts-office (中央会計株式会社)
- 65 million yen
- Head office
- Osaka, Japan
- 1992 (Established 1986)
- Tax accountant office