A Top-20 UK accountancy firm with approximately 1,300 employees provides audit, tax and advisory services to businesses, individuals and not-for-profit organisations across the UK. As the organisation continued to grow, it sought to modernise its client onboarding process, improve operational efficiency and reduce reliance on costly third-party tools. The firm required a scalable solution that would streamline administration while maintaining strong governance and compliance standards.
-40%document effort |
Fasterclient onboarding |
1,300employees |
CHALLENGE
Reducing onboarding complexity and manual administration
The firm’s onboarding process relied heavily on third-party portfolio analysis tools and manual administrative tasks. Teams were spending significant amounts of time gathering information, creating documents and managing workflows, slowing down the onboarding experience and increasing operational costs.
Document creation and management also presented governance challenges, making it difficult to ensure consistency across different teams and processes. The organisation needed a more efficient approach that would improve productivity without compromising compliance.
SOLUTION
Transforming onboarding with AI-powered automation
Zenzero worked closely with the firm to design and implement an intelligent onboarding solution using Copilot Studio, Power Automate, SharePoint and Microsoft 365.
Custom AI agents were developed to automate data capture, document creation and template management, significantly reducing the manual effort involved in onboarding new clients. Automated workflows streamlined approvals and ensured processes were followed consistently across the organisation.
To strengthen governance, SharePoint was used to provide structured document management, automated naming conventions, secure storage and lifecycle controls. This created a more efficient, compliant and scalable onboarding process while reducing dependency on external software.
RESULT
Faster onboarding, lower costs and stronger governance
By automating a range of repetitive administrative tasks, the firm significantly improved the efficiency of its onboarding process while enhancing governance and consistency.
The solution reduced document effort by up to 40%, accelerated client onboarding and lowered reliance on expensive third-party tools. Employees can now spend less time on administration and more time delivering value to clients, creating a better experience for both staff and customers.
Key outcomes
- ✓40% reduction in document effort
- ✓Faster client onboarding
- ✓1,300 employees enabled
- ✓Reduced third-party software costs
- ✓Improved governance and compliance
- ✓Automated document and workflow management
Technologies used
- •Copilot Studio
- •Power Automate
- •SharePoint
- •Microsoft 365