Mazars in Indonesia, an audit, tax, and advisory firm, faced the challenge of managing recurring tasks and strict deadlines in its accounting and tax services. To avoid penalties and customer dissatisfaction, it needed an integrated system to streamline workflows and track task progression in real time, while ensuring consistency and compliance across the organization. Checklist, a powerful tool designed to work within Microsoft Teams, provided the solution. With Checklist, Mazars achieved improved collaboration, streamlined communication, and enhanced task monitoring. The result was increased operational efficiency, reduced administrative effort and cost, and a surge in customer satisfaction.
Since its establishment in 2008 in Indonesia, Mazars has grown to be a top audit, tax, and advisory services provider with clients that include large Indonesian companies, SMEs, and subsidiaries of large international groups and NGOs. With internationally integrated partnerships across the globe, the company offers a comprehensive range of services, including accounting, payroll, and tax solutions tailored to a wide range of multisector clients. These services involve a significant number of tasks, up to 100 per month for each customer. Each task is assigned to a staff member and subsequently reviewed by a supervisor.
Managing these extensive and complex tasks had become increasingly challenging considering the large volume of customers Mazars in Indonesia handles. It was crucial to monitor the progress of tasks accurately and ensure their timely completion, as failure to comply with deadlines could result in penalties and customer dissatisfaction.
Searching for an intuitive and user-friendly solution
In its quest to mitigate these operational risks, Mazars in Indonesia embarked on a search for an enterprise solution. After careful consideration, it chose the Checklist app for Microsoft Teams, recognizing its simple yet powerful ability to tackle operational risks and enhance collaboration within the organization. It implemented this solution with the help of Kitameraki, a leading technology and operations consulting firm that supports companies across Southeast Asia.
Checklist as a Service by Kitameraki Limited is a collaborative platform designed to transform standard operational procedure into efficient and streamlined workflows. It enables teams to organize, collaborate, and track real-time progress, providing a comprehensive solution for managing repetitive tasks and recurring to-do lists. With strict deadlines involved in its processes, Checklist proved particularly valuable to Mazars, allowing it to stay on top of critical tasks such as end-of-month accounting, closing, and new employee onboarding. As an integrated tool within Microsoft Teams, Checklist offers unmatched benefits, including Single Sign-On (SSO) and chatbot notifications that enhance team collaboration and efficiency. The app can be accessed via the web, desktop, tablet, or mobile.
“Checklist’s integration with Microsoft Teams truly unlocks a perfect collaborative experience. It seamlessly integrates with the rest of the Microsoft 365 ecosystem, enhancing efficiency and productivity even further with the extensive array of tools available on the AppSource marketplace,” said Sang DELATTRE, Director, Kitameraki Consulting Services.
Checklist for Microsoft Teams boosts customer satisfaction with timely task executions
Mazars has experienced significant benefits from utilizing Checklist in its business operations. The collaborative platform ensures all staff members are aware of their tasks and deadlines, eliminating communication gaps and facilitating faster task resolution. Managers can easily monitor the progress of all teams and receive alerts for upcoming deadlines, enabling effective supervision and resource allocation. By automating low-value administrative activities, Checklist empowers Mazars to focus on delivering high-quality services to its customers, resulting in increased client satisfaction.
Mazars has also successfully utilized Checklist to help clients meet tax deadlines and avoid penalties. With the high volume of activities involved in accounting, tax, and payroll services, having a robust system like Checklist in place ensures timely execution and review of tasks. By streamlining and automating these processes, Mazars has met its obligations confidently and issues reports on time, minimizing the operational risk associated with missed deadlines. This has not only resulted in improved efficiency and task monitoring but has also significantly enhanced its clients' compliance and satisfaction.
“Checklist has revolutionized our approach to managing client tasks and deadlines. With its powerful features and seamless integration with Microsoft Teams, we are able to ensure timely completion of activities and deliver high-quality services to our clients. Our partnership with Checklist has helped us meet tax deadlines and avoid penalties, boosting client satisfaction, and strengthening our reputation in the industry,” said Sebastien Gautier, Managing Partner of Mazars in Indonesia.
Many significant benefits with one tool
Through its adoption of Checklist, Mazars in Indonesia has achieved remarkable outcomes:
- Significantly reduced operational risk by ensuring timely issuance of reports and meeting obligations with confidence.
- Estimated time savings of 20 percent on all administrative activities, thanks to the automation and notification mechanisms of Checklist.
- Accomplished 100 percent fulfillment of all targeted goals and obligations, leading to increased customer satisfaction and enhanced compliance.
By leveraging the power of Checklist and Microsoft Teams, Mazars has transformed its task management processes, enabling seamless collaboration, efficient monitoring, and improved client outcomes. With improved business processes and greater cost-effectiveness, the company continues to meet the diverse needs of its clients, develop its global workforce, and adhere to its values of accountability and efficiency.
“Checklist has revolutionized our approach to managing client tasks and deadlines. With its powerful features and seamless integration with Microsoft Teams, we are able to ensure timely completion of activities and deliver high-quality services to our clients.”
Sebastien Gautier, Managing Partner, Mazars in Indonesia
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