Document management for consulting firms must solve a specific problem: teams are rarely in the office. Auditors, consultants, and project managers work on-site at client locations, and they need secure access to the documents that make their work possible. infoRouter gives them that access from anywhere, on any device with a browser.
Key Takeaways
- Deloitte & Touche deployed infoRouter document management for consulting firms to give nearly 2,000 field auditors secure remote access to audit data and procedures.
- Document management for consulting firms eliminates the risk of data loss from individual devices by centralizing all documents in a secure, browser-accessible repository.
- Automatic subscription notifications keep field teams current on procedure changes and regulatory updates without requiring manual distribution.
- Remote timesheet submission through infoRouter can shorten billing cycles by eliminating the delay of waiting for auditors to return to the office.
Situation
Deloitte & Touche had nearly 2,000 tax auditors working in the field across multiple locations. These auditors needed access to customer profiles, past audit data, current procedures, and regulatory documents, all while working remotely at client sites. The firm also needed auditors to upload new documents and timesheets back to a centralized system so billing teams could generate invoices promptly.
Complication
Field auditors working without centralized document access carried files on laptops, risking data loss from damaged or stolen devices. Procedures changed at the home office, but auditors in the field had no reliable way to know. Documents uploaded by one auditor were invisible to others on the same engagement. Timesheet submission delays slowed billing cycles and created cash flow problems.
Solution
Deloitte deployed infoRouter as the central document repository for their consulting and audit practice:
- Secure remote access through any standard browser, with no dedicated client software required
- Automatic subscription notifications alerted field auditors immediately when new procedures, regulatory updates, or engagement documents were published
- Centralized upload allowed auditors to contribute new documents from the field, making them instantly available to the entire engagement team
- Remote timesheet submission enabled billing agents to generate invoices without waiting for auditors to return to the office
- Granular permissions ensured that client-sensitive data was accessible only to authorized team members
Result
With nearly 2,000 field auditors connected through infoRouter:
- Billing cycle delays dropped from weeks to same-day. Timesheets submitted remotely reached billing agents immediately, eliminating the wait for auditors to return to the office.
- Physical document transfers eliminated. Courier services between offices and client locations were no longer needed, removing both the cost and the multi-day delay.
- Zero data loss from field devices. Centralizing documents in infoRouter meant a lost or damaged laptop no longer meant lost audit data.
- Procedure updates reached the field instantly. Automatic notifications replaced the previous process of distributing updated documents through inter-office mail or ad-hoc emails.
Frequently Asked Questions
- Do field auditors need to install special software to access infoRouter?
- No. infoRouter is accessible through any standard browser with no dedicated client software required. Auditors can access documents from any device at any client site.
- How do field teams stay informed when procedures or regulations change?
- Automatic subscription notifications alert field auditors immediately when new procedures, regulatory updates, or engagement documents are published.
- Can auditors upload documents from the field?
- Yes. Centralized upload allows auditors to contribute new documents from client sites, making them instantly available to the entire engagement team.
- How does infoRouter help with billing cycles for consulting firms?
- Remote timesheet submission enables billing agents to generate invoices without waiting for auditors to return to the office, which can shorten billing cycles significantly.
- How does infoRouter protect client-sensitive data when accessed remotely?
- Folder-level permissions ensure that client-sensitive data is accessible only to authorized team members, regardless of where they access the system from.
See How infoRouter Can Work for You
If your consulting or audit teams need secure document access in the field, infoRouter can give them what they need from any browser without compromising security.