Operationally, how transactions are processed within the finance department and through the wider organisation can create real issues for the reputation and efficiency of the finance function in the organisation. With poor quality of data, and routine hassle for internal customers, financial processing becomes something people do not want to deal with and management reporting is not trusted or used as it should be.

The changes required could be simple control procedures, streamlining operations, enhanced reporting to allow simple data review, or the introduction of other technology including document scanning, order processing, centralisation/devolving transaction processing, or even outsourcing a part of the function. Improvements typically include enhanced Excel spreadsheets, VB macros, Access / SQL reports or specialised software (see Software Solutions).

Whatever problem and solution is identified, the challenge is making the change happen, and getting organisational acceptance. ExcluServ understand the importance of change management and have exceptional skills at working with users, holding workshops and establishing trust, which is so vital to this process.