We all know it’s inefficient, but most of us are creatures of habit. How many times does the FP&A team walk over to AP, AR, and other accounting teams each day with their questions? And those purposeless status update meetings where you lose valuable time during the close?--all these contribute to extending the work day too frequently into the night.

Learn how the Senior Accounting Systems and Processes Analyst at Forescout utilized FloQast to eliminate daily status meetings and regained valuable time to focus on value added tasks. In addition, you’ll gain insight into the unique methods implemented by Forescout to document detailed procedures, create unique identifier codes, and use the Perm file feature to increase total visibility within their accounting organization and empower teams outside of accounting to be self-sufficient.

In this session, you will learn how to:

• Incorporate teams outside of accounting, such as FP&A, onto the FloQast platform for increased collaboration and added visibility.
• Use custom tags to help key employees target relevant information in a sea of over a thousand checklist items.
• Document complex processes in FloQast to ensure smooth transition and adoption of new processes when new employees are hired.
• Incorporate the Perm file feature to store vital documents in a centralized location.
• Utilize unique identifier codes to improve workflow efficiency and organization.

Featured Speaker

Gaurav Dhamija

Sr. Accounting Systems and Processes Analyst, Forescout