grant thorton
The solution that lets accountants onboard clients 3× faster
“By automating our internal processes, we create more time to focus on our customers. Team Resilience has supported us every step of the way.”
Tineke Bulder
Grant Thorton
“By automating our internal processes, we create more time to focus on our customers. Team Resilience has supported us every step of the way.”
Tineke Bulder
Grant Thorton
“By automating our internal processes, we create more time to focus on our customers. Team Resilience has supported us every step of the way.”
Tineke Bulder
Grant Thorton
“By automating our internal processes, we create more time to focus on our customers. Team Resilience has supported us every step of the way.”
Tineke Bulder
Grant Thorton
The results
Accepting customers faster
months from design sprint to live app
Accepting customers faster
months from design sprint to live app
Accepting customers faster
months from design sprint to live app
Accepting customers faster
months from design sprint to live app
01
The challenge
Grant Thornton is an international firm specializing in accounting, tax and advisory services. They combine the strength of a large network with the personal approach of their local teams.
New clients are carefully screened. Not just because the law requires it, but because they want to lead the way in customer onboarding. With clear responsibilities, stricter requirements and standardized documents.
Did you know
Onboarding a new client sounds simple, but often it isn’t. With all the regulations and international requirements, customer acceptance can be quite complex. One mistake can have serious consequences. That’s why it’s so important everyone knows exactly what needs to be done.
Did you know
Onboarding a new client sounds simple, but often it isn’t. With all the regulations and international requirements, customer acceptance can be quite complex. One mistake can have serious consequences. That’s why it’s so important everyone knows exactly what needs to be done.
Did you know
Onboarding a new client sounds simple, but often it isn’t. With all the regulations and international requirements, customer acceptance can be quite complex. One mistake can have serious consequences. That’s why it’s so important everyone knows exactly what needs to be done.
Did you know
Onboarding a new client sounds simple, but often it isn’t. With all the regulations and international requirements, customer acceptance can be quite complex. One mistake can have serious consequences. That’s why it’s so important everyone knows exactly what needs to be done.
Check out the Grant Thornton design sprint
Check out the Grant Thornton design sprint
Check out the Grant Thornton design sprint
Check out the Grant Thornton design sprint
02
The solution
We have started a design sprint to answer the key question: 'How can we accelerate the customer acceptance process?'
The outcomes were crystal clear. With those insights in hand, we set to work building a new application. With one sleek and user-friendly app, we provided clarity and structure for all parties involved. Now customers know within a week whether they are accepted or not.
"I expect that frustrations about the customer acceptance process will disappear. In any case, they will not be caused by this tool."
Accountant at Grant Thornton
"I expect that frustrations about the customer acceptance process will disappear. In any case, they will not be caused by this tool."
Accountant at Grant Thornton
"I expect that frustrations about the customer acceptance process will disappear. In any case, they will not be caused by this tool."
Accountant at Grant Thornton
"I expect that frustrations about the customer acceptance process will disappear. In any case, they will not be caused by this tool."
Accountant at Grant Thornton
Clear roles and responsibilities
Having to repeatedly ask colleagues about the status takes a lot of time. On top of that, communication via email led to information being missed or even lost. That’s why we developed a dashboard that leaves no room for doubt: you can see at a glance what the status is of a potential client, which steps still need to be taken, and who is responsible for them.
Clear roles and responsibilities
Having to repeatedly ask colleagues about the status takes a lot of time. On top of that, communication via email led to information being missed or even lost. That’s why we developed a dashboard that leaves no room for doubt: you can see at a glance what the status is of a potential client, which steps still need to be taken, and who is responsible for them.
Clear roles and responsibilities
Having to repeatedly ask colleagues about the status takes a lot of time. On top of that, communication via email led to information being missed or even lost. That’s why we developed a dashboard that leaves no room for doubt: you can see at a glance what the status is of a potential client, which steps still need to be taken, and who is responsible for them.
Clear roles and responsibilities
Having to repeatedly ask colleagues about the status takes a lot of time. On top of that, communication via email led to information being missed or even lost. That’s why we developed a dashboard that leaves no room for doubt: you can see at a glance what the status is of a potential client, which steps still need to be taken, and who is responsible for them.
Everything you need is ready to go
Asking for extra documents again and again doesn’t leave a good impression. And with so many unique clients, it’s hard to remember all the exceptions. That’s why our tool starts with a simple questionnaire. This way, the accountant immediately knows what’s needed from the client.
Everything you need is ready to go
Asking for extra documents again and again doesn’t leave a good impression. And with so many unique clients, it’s hard to remember all the exceptions. That’s why our tool starts with a simple questionnaire. This way, the accountant immediately knows what’s needed from the client.
Everything you need is ready to go
Asking for extra documents again and again doesn’t leave a good impression. And with so many unique clients, it’s hard to remember all the exceptions. That’s why our tool starts with a simple questionnaire. This way, the accountant immediately knows what’s needed from the client.
Everything you need is ready to go
Asking for extra documents again and again doesn’t leave a good impression. And with so many unique clients, it’s hard to remember all the exceptions. That’s why our tool starts with a simple questionnaire. This way, the accountant immediately knows what’s needed from the client.
Dealing with external sources.
Customer onboarding based on 'know your customer' requires data from external sources such as company information, beneficiaries and sanction lists. Thanks to integrations with tools like the Chamber of Commerce, manual data entry is no longer needed.
Dealing with external sources.
Customer onboarding based on 'know your customer' requires data from external sources such as company information, beneficiaries and sanction lists. Thanks to integrations with tools like the Chamber of Commerce, manual data entry is no longer needed.
Dealing with external sources.
Customer onboarding based on 'know your customer' requires data from external sources such as company information, beneficiaries and sanction lists. Thanks to integrations with tools like the Chamber of Commerce, manual data entry is no longer needed.
Dealing with external sources.
Customer onboarding based on 'know your customer' requires data from external sources such as company information, beneficiaries and sanction lists. Thanks to integrations with tools like the Chamber of Commerce, manual data entry is no longer needed.
03
The transformation
Change at work isn’t always easy. That’s why we tested the app from day one with the people who actually use it. This hands-on approach paid off. The new application has been warmly welcomed. And since going live, the positive feedback keeps coming in.
04
The impact
With one clear app, the process is now much clearer and better structured for all parties involved. The onboarding now is at least 3 times faster. This results in a significant gain in both time and efficiency.
The benefits of our human-centered approach
Apps that are embraced and achieve results
Because we involve users from day one, they feel engaged and heard. As a result, they will gladly use your new application instead of creating Excel sheets to work around it.
Apps that are embraced and achieve results
Because we involve users from day one, they feel engaged and heard. As a result, they will gladly use your new application instead of creating Excel sheets to work around it.
Apps that are embraced and achieve results
Because we involve users from day one, they feel engaged and heard. As a result, they will gladly use your new application instead of creating Excel sheets to work around it.
Happy, engaged users
Our human-centered approach ensures that users actively think along and contribute to the further development of the application.
Happy, engaged users
Our human-centered approach ensures that users actively think along and contribute to the further development of the application.
Happy, engaged users
Our human-centered approach ensures that users actively think along and contribute to the further development of the application.
Decisions based on real needs
By closely involving users, we bring insights from their daily work to the surface and translate those into better decisions.
Decisions based on real needs
By closely involving users, we bring insights from their daily work to the surface and translate those into better decisions.
Decisions based on real needs
By closely involving users, we bring insights from their daily work to the surface and translate those into better decisions.
Build the right thing faster
By focusing on what users really need, we build solutions that work well right away and require little adjustment.
Build the right thing faster
By focusing on what users really need, we build solutions that work well right away and require little adjustment.
Build the right thing faster
By focusing on what users really need, we build solutions that work well right away and require little adjustment.
Use our applications daily
Use our applications daily
Use our applications daily
Less resistance, more support
Our approach involves users in the process, making changes understandable and accepted.
Less resistance, more support
Our approach involves users in the process, making changes understandable and accepted.
Less resistance, more support
Our approach involves users in the process, making changes understandable and accepted.
"I would love to show you how we build apps that people really enjoy using."
We respond within a day.
"I would love to show you how we build apps that people really enjoy using."
We respond within a day.
"I would love to show you how we build apps that people really enjoy using."
We respond within a day.
