Our Approach
Phase 1: EyeAssess
We began with EyeAssess, performing a rapid, one-day analysis of the client’s current data housekeeping situation. Our findings highlighted:
- Dispersed and inconsistent storage of information;
- Missing documents critical for compliance;
- Lack of clear ownership over corporate housekeeping processes;
- Absence of a unified repository and consistent naming conventions.
We presented these findings to the client in a clear, actionable overview.
Phase 2: EyeGather
Following agreement on the next steps, we moved into the EyeGather phase. This included:
- Collecting and centralising all corporate data;
- Structuring and standardising the storage of documents;
- Implementing a secure SaaS solution (Corporify) as a single electronic repository;
- Collaborating with the client to appoint a dedicated employee responsible for corporate housekeeping;
- Developing a straightforward instruction manual so every group company worldwide understood the new process.
Outcome
We also provided tailored training to the nominated employee, enabling her to manage corporate housekeeping independently and confidently. As a result, the client now benefits from:
- Well-organised, centralised corporate documentation;
- More efficient communication with accountants and banks;
- Reduced operational costs thanks to streamlined processes and clear ownership.
Impact
Through EyeAssess and EyeGather, we transformed a fragmented and inefficient system into a structured, sustainable corporate housekeeping process that supports the client's global operations.
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