Chapter 03
Implementation process: The first build, followed by the audited roadmap.
Cegid already automates much of production. This build closes the handoffs across Cegid, Outlook, the document store and e-signature. It turns three teams' chase rules into one controlled workflow. The system matches documents on its own. No accounts, return or client deliverable leaves the firm without reviewer sign-off.
Illustrative
An example firm built from firms like yours, for demonstration only. Not a client. We model the inputs and the queue examples, then derive every total from the assumptions shown. A real audit measures each workflow in your operation.
- Profile
- Accounting firm
- Revenue
- €6M
- People
- 40
- Offices
- 2
The first build and what comes after it
P1 · first build
Document chasing and intake
Requests sent, follow-ups scheduled, replies matched to the client and year, and missing items kept visible. Low-confidence matches go to a person.
- Hours a year
- 1,170
- Modelled share the system could carry
- 75%
P2 · audited roadmap
Annual accounts and tax pack preparation
Received documents reconciled and assembled into the working pack after intake, with gaps and oddities flagged for the reviewer.
- Hours a year
- 704
- Modelled share the system could carry
- 55%
P3 · audited roadmap
Client questions
The system drafts routine administrative questions from approved firm guidance. Only pre-approved classes send without a person. Interpretive, client-specific or advisory questions go to a qualified professional.
- Hours a year
- 520
- Modelled share the system could carry
- 65%
P4 · audited roadmap
Taking on a new client
Identity and beneficial-owner evidence gathered, conflicts and risk checks prepared, prior-accountant handover tracked and the engagement letter drafted. Acceptance stays with the authorised partner.
- Hours a year
- 260
- Modelled share the system could carry
- 70%
P5 · audited roadmap
Deadline tracking
Statutory and tax dates held by entity, year-end and obligation, with ownership and at-risk work escalated before deadlines matter.
- Hours a year
- 180
- Modelled share the system could carry
- 85%
Modelled opportunity across all five
- 1,938
- Hours a year the system could carry
- €106,590
- Equivalent internal capacity at the loaded cost above
- 896
- Hours a year that stay with your team
All five processes, not the one traced below. This is a capacity equivalent, not cash saved or revenue forecast. It excludes implementation cost, operating cost, review time and adoption. The audit is where these become your numbers instead of ours.
One process, end to end
Document chasing and intake
The first one, step by step, including the place a person stays in the loop and what happens to their correction afterwards.
-
01
System prepares
Builds this client's document request
By entity, obligation, prior year and what changed. Not one checklist for everybody.
-
02
System prepares
Asks, then asks again
In the firm's wording, at sensible intervals, and it stops the moment the document arrives.
-
03
System prepares
Checks what came back
Reads the document, confirms it is the right one for the right year and matches it to the client file. It holds anything it is unsure about.
-
04
Your team approves
A reviewer signs off the pack
Gaps, oddities and anything needing an opinion go to a person. Nothing reaches the client or an authority without approval.
-
05
System prepares
Marks the client ready
The board updates, the manager sees capacity, and the reminder stops going out.
We log every edit. A named process owner approves a repeatable rule before we version it and reuse it. One-off exceptions stay one-off. We test every change before release.
Of that, this one process accounts for 878 hours a year