Manual processes
“Too much of our work is manual.”
Manual work is rarely a discipline problem. It is usually a structural one: the data is in the wrong place, so a person becomes the integration. Remove the gap and the work disappears with it.
What it looks like day to day
- Re-keying the same data into a second system
- Spreadsheets that someone has to rebuild every month
- Approvals chased over email
- A process that only one person fully understands
What changes
Same capabilities. One system instead of several.
The modules below are the ones that answer this problem. On the left of the switch they are where most businesses keep them today; on the right they are on one engine, reading and writing the same records.
A queue of handoffs
The same capabilities, spread across tools that were each the right answer to a smaller problem.
How G1 approaches it
- Find the handoffs where a person is moving data, not deciding anything
- Put the approval where the document is, with a rule instead of an email
- Let schedules — accruals, prepayments, depreciation — post themselves
- Keep the judgement calls with people; automate the rest
Modules
What you would actually switch on.
Activated when they earn their place, not sold as a suite. The status on each one is the real one.
- In developmentExplore
Workflow
Approvals and routing across the business, not just finance.
- In developmentExplore
Processes
Your operating procedures, modelled instead of remembered.
- AvailableExplore
Expenses
Claims, cards and prepayments that unwind on their own.
- AvailableExplore
Controls & approvals
Approvals, period locks and an audit trail that cannot be edited.
- In developmentExplore
Automated analysis
The system reads the numbers before you do.
Where it shows up
Industries where this is common.
Not a claim about who we work with — a note on where this situation tends to appear.
The human layer
Technology when you need it. Expertise when you need it.
Some of this is configuration. Some of it is a decision someone has to sit down and make with you. These are the people-shaped parts of solving this particular problem.
Process design
Most inefficiency is structural. Process design finds the handoffs where a person is moving data rather than making a decision, and removes them.
- Fewer steps, with clearer ownership
- Approvals where the document is
- A process that works when someone is on holiday
Implementation
Configuration, migration and the unglamorous work of agreeing opening balances. The point is a system people actually use, not a go-live date that is technically met.
- Chart of accounts and dimensions designed once, used everywhere
- History migrated and reconciled before the first posting
- People trained on their own data, not a demo company
Ongoing support
Systems drift as businesses change. Ongoing support keeps the configuration aligned with how the business actually works now, and answers the questions that come up at close.
- Configuration kept current as the business changes
- Help at month end, from people who know your setup
- New modules added when they are needed
Usually next to it
Problems that tend to travel together.
Manual processes
Tell us how this actually plays out in your business.
We will show you which parts of G1 apply, what is live today and what is not — and say so when the answer is that you do not need us.