Automated workflow benefit for the Warwickshire Wildlife Trust

8th Oct 2020
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Complete automation of workflow processes and smart, actionable, real-time analytics for federated charity, Warwickshire Wildlife Trust.

The Warwickshire Wildlife Trust is a registered, federated charity that works to conserve nature and wildlife through practical action and education across the counties of Warwickshire, Solihull and Coventry in the West Midlands of England.

As a charity adjusting to remote working during the coronavirus lockdown, Warwickshire Wildlife Trust wanted a more versatile, scalable and distributed finance system that could automate workflow and issue real-time information to the rest of the organisation, not just the finance department.

Just over a year since the Warwickshire Wildlife Trust went live with Xledger on April 1st, 2019, the Financial Controller, Philip Farrell, talks through their objectives, the hurdles, and the end result.

The automation of payments is brilliant, as you don’t need to leave wads of paper invoices on an approvers desk, who then needs to go into the relevant bank software with a little keypad to put in security codes X, Y and Z because all the authority has happened throughout the workflow.

The solution

  • Multi-tenanted, true cloud technology for improved business operations
  • Complete automation of workflow processes, removing the need for day-to-day transactional management and allowing extra time for a strategic focus
  • Smart, actionable, real-time analytics to both eliminate the dependence on outdated reports and help decision-makers execute informed judgments
  • Automated notifications of uncompleted tasks to lend further visibility and control.

Learn more

To learn more about how Xledger helps charity organisations like the Warwickshire Wildlife Trust solve their accounting requirements, read the full case study here.

Xledger is proud to be sponsoring the Civil Society’s Charity Finance Week for the second year.

In keeping with the overarching theme of the week, ‘Turning Crisis Into Opportunity’ Russ Emmerson will be hosting a webinar where he will cover the insight, automation and freedom to work remotely you get from Xledger’s cloud-based finance software. This helps his clients to not only maintain their status quo in an uncertain world but also helps them to grow, change and improve their finance function.

During the webinar you will hear industry experts guide you through:

  • What functions your finance software must have to succeed (fund reporting, automation and insight explained)
  • How Xledger has helped clients maintain their financial ambitions in an uncertain world
  • A chance to ask the experts your questions.

When: Wednesday 25th Nov, 2 – 4 pm

Reserve your place here or speak to the team today.

Can’t make it? Reserve your place and we’ll send the recording to you.

Find out more about how Xledger can help you maintain the same efficiency in the office - anywhere, anytime. Request a demo and we'll go through the functionalities in Xledger that are important to your company. Your demo will take 20 minutes.