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Case Studies

Please take a few minutes to download and read the following success stories from accounting firms that have already discovered the value and merits of XCM to manage and optimize their firm's workflow. To request one or more of the free case studies listed below, please fill out the short online form. You will then receive an email with links to download any of the case studies listed here. All case studies are in Adobe Acrobat PDF format.

New! Berdon: Success with a Summer Software Strategy
Berdon, LLP is a top CPA and advisory firm with nearly 400 professionals and staff at offices in New York City and Jericho, Long Island. Berdon initiated a project with a goal of standardizing the firm’s entire tax practice on a single workflow solution. This effort was no small undertaking in a firm that prepares more than 10,000 tax returns annually. After learning more about the XCM workflow system and how it would empower them to work digitally, the firm implemented XCM in just three weeks.

Lean Processes Yield Fast Savings for Kolb+Co.
Kolb+Co. turned to the Lean Six Sigma "Green Belts" at Flowtivity to learn how Lean processes could help them work more efficiently, while maintaining top-notch client service. Implemented during the busy tax season, the firm realized an immediate, measurable, and significant return. In this informative case study, you’ll learn how the Lean Six Sigma process focuses on the "voice of the client" to improve process performance and efficiencies and focus on what clients value. Plus, you’ll learn how the 5 steps or elements of the Lean approach, combined with a workflow automation solution, like XCM, can dramatically benefit your firm.

Fuoco: Sharing "Better Practices" for Sustained Growth
New York-based Fuoco Group has grown rapidly from a six person firm just four years ago to one of the region's leading accounting and consulting organizations with more than 60 employees in three offices. Such rapid growth typically yields challenges in assimilating new members into an organization's culture and established processes.

DGC: The Path to "Paperlessness" is Not Paved in Gold
The path to a paperless office may not be paved in gold, but the experience of at least one Boston area accounting firm suggests that it just might be blanketed in green. DiCicco Gulman & Company LLP (DGC) has tripled in size over the past five years, an achievement it attributes to having good people and good opportunities, and thanks to its strategic adoption of technology to support its growth plans.

Wiss Adds XCM to Its Growth Strategy
Wiss & Company, LLP is one of New Jersey's largest and most successful accounting and consulting firms. The firm's 150 employees, including 27 partners, are spread over three offices in New Jersey and New York City. The tight labor market and the firm's rapid rate of growth led Wiss to move toward a paperless environment to increase productivity, create efficiencies and improve collaboration across its offices. Two important issues hindered its plans - when and how to scan, and how to control the workflow without paper files being passed around.