Document Management for Consulting Services

Leading consulting and services firms have found their ideal business document management solution in infoRouter. This powerful software streamlines operations, allowing for seamless access to important documents while enhancing data security.

With teams spread across multiple locations and often working remotely on consulting and audit projects, consulting firms face the challenge of efficiently managing complex workflows and secure document sharing.

One company that has successfully implemented infoRouter is Deloitte & Touche. With nearly 2,000 tax auditors operating in the field, they rely on infoRouter to access vital documentation, customer profiles, and past audit data securely and remotely.

infoRouter’s automatic subscription feature instantly notifies field auditors of new or updated documents and procedures relevant to their area of expertise, helping them stay informed wherever they are.

In addition to accessing information, field auditors can quickly upload the latest documents to a centralized repository, ensuring all team members are up to date. Time sheets can also be uploaded remotely, allowing billing agents to promptly generate invoices and reducing administrative delays.

• Boosted Efficiency and Productivity: Centralized document access enables auditors and consultants to quickly retrieve the latest information, improving collaboration and productivity.
• Enhanced Data Security and Compliance: Securely stores critical documents, reducing the risk of data loss due to misplaced or damaged devices.
• Access to Up-to-Date Information: Real-time document updates ensure all team members work with the most accurate data, reducing errors and enhancing decision-making.
• Cost Savings Through Digital Transformation: Eliminates the need for physical document transfers and courier services, saving costs while ensuring secure file sharing.
• Remote Time Sheet Reporting: Consultants can efficiently log their work hours remotely, allowing for timely and accurate billing processes.

infoRouter’s robust features enable consulting firms to manage and distribute sensitive information efficiently, whether for client communication, project management, or internal reporting. The platform supports secure document sharing, advanced search capabilities, and easy remote access, providing a reliable solution for teams constantly on the move.

To learn more about how infoRouter can enhance your consulting services with streamlined document management and improved data security, explore our Case Studies, Solutions, and Usage Scenarios.