The tax department at the accounting and consulting firm Deloitte had a need too digitalize its document management. They had an overwhelming volume of physical and digital documents, which led to problems to find and share knowledge in the organization. There were no workflows and it created an extensive and time consuming work to manage documents.
Deloitte chose MetaShare as its solution for a document management system in the tax department in Sweden. The purpose was to initiate digital handling of the company’s client assignments, cases, and documents. The objective was to create better orderliness, make the work more efficient, and simplify the employees’ workdays.
”It is important to get a total solution which covers our daily needs of managing documents, and in addition cater for the new data protection regulation (GDPR) and Deloitte’s strict requirements for client confidentiality. At the same time, we want to refine our own knowledge and experience.
“This solution has been indispensable. If you’re not open to change, if you don’t fix the things that need to be fixed, the company will eventually get marginalized. We owe it to our employees and clients to create maximum value and minimize unnecessary waste of time,” says Olle Kinnman, Partner and Tax Lawyer at Deloitte Sweden.
Deloitte offers auditing, business consulting, financial advisory services, risk management, tax advice and related services for public and private clients in a range of industries. With a global network of member firms in more than 150 countries, Deloitte can offer world class cutting-edge competence and high-quality services to help clients with the knowledge they need to take on their most complex challenges. Deloitte’s more than 220,000 co-workers in the network work to realise a common vision – To be the standard of excellence.