How MJD Advisors Spent 50% Less Time on Manual Reports

April 15, 2023

MJD Advisors

James Fyfe
CEO

Here's what we're going to cover in this article:

How MJD Advisors, led by Mike DeKock, transformed their document workflow with Portant's automation software.

In today's fast-paced tech world, managing complex documents manually is a significant bottleneck. Errors, inefficiency, and wasted time are common issues that plague firms dealing with detailed IT audits. Many firms struggle to scale their services effectively due to these inefficiencies. But there is a solution.

Most people fail in this area because they rely on outdated, manual processes that are prone to errors and inefficiencies.

Streamlining your document workflow can revolutionize your business.

Takeaways you'll get from reading this customer story:

  • How MJD Advisors overcame their document management challenges.
  • The impact of document automation on efficiency and accuracy.
  • The specific benefits of integrating Portant's software.
  • Real-world results and metrics from MJD Advisors' experience.
  • Key lessons on leveraging technology for business growth.

Here's Where They Were Struggling

MJD Advisors, led by Mike DeKock, is a CPA firm specializing in SOC 2 examinations, catering to high-octane technology companies, particularly cloud providers.

Mike DeKock, with his extensive background in IT audits, founded MJD Advisors in August of the previous year to address the unique needs of these tech companies. The firm's mission is to ensure that their clients' IT systems are secure and compliant with industry standards through detailed and customized reports. The team at MJD Advisors is dedicated to providing high-quality, tailored services to their clients, which is the cornerstone of their success.

Mike's vision was to create a firm that not only meets but exceeds the expectations of their clients by leveraging his expertise and the latest technology.

The Silent Killer in Their Workflow

MJD Advisors faced significant challenges in managing their document workflow before integrating Portant's automation software.

The manual process of producing large, templated reports was error-prone and time-consuming, involving multiple levels of review to mitigate the high risk of mistakes. This inefficiency was a major bottleneck, preventing the firm from scaling its services and delivering consistent, high-quality reports. The manual workload also caused frustration among employees, detracting from their core responsibilities and expertise in IT audits.

The firm needed a solution to streamline their document management process and reduce the risk of errors.

Here's What They Did

Portant's document automation software transformed MJD Advisors' workflow, significantly improving efficiency and accuracy.

By integrating Portant into their workflow, MJD Advisors automated a large portion of their document preparation, allowing them to focus on more complex tasks like cloud security. The software seamlessly pulled data from their CRM and generated customized reports using Google Docs templates, drastically reducing manual effort. Mike DeKock chose Portant for its robust customization options and seamless integration with their existing systems. The collaborative effort between MJD Advisors and Portant ensured that the solution was tailored to their specific needs, leading to a smoother and more efficient process.

"Portant has been a game-changer for us," says Mike. "It has allowed us to deliver high-quality reports faster and with greater accuracy."

The Game-Changing Results

The integration of Portant's software had a profound impact on MJD Advisors' business.

The firm experienced a significant reduction in the time required for report preparation, allowing them to scale their services effectively. The accuracy and consistency of their reports improved, enhancing the client experience and satisfaction. The automation of repetitive tasks freed up the team's time, enabling them to focus on their core expertise and deliver more value to their clients. Specific metrics showed a 40% reduction in report preparation time and a 30% increase in overall efficiency.

"Portant has enabled us to provide better service to our clients and grow our business," Mike DeKock shares.

Here's What You Should Do

What we've learned from MJD Advisors' story is that integrating document automation can revolutionize your workflow, improve accuracy, and enable business growth.

Actions Recap:

- Identify inefficiencies in your current document management process.

- Consider document automation tools like Portant to streamline your workflow.

- Leverage technology to focus on your core expertise and deliver more value to your clients.

One final takeaway: Embracing automation can transform your business, making it more efficient and scalable.

FAQs

What specific features of Portant's software helped MJD Advisors improve their document workflow?

Portant's software offers robust customization options and seamless integration with existing systems, allowing MJD Advisors to automate data pulling from their CRM and generate customized reports using Google Docs templates, significantly reducing manual effort.

How did Portant's automation software impact the accuracy of MJD Advisors' reports?

The automation software minimized human errors by automating repetitive tasks and data entry, resulting in more accurate and consistent reports, enhancing client satisfaction and trust.

Can Portant's software be integrated with other systems besides Google Docs and CRM?

Yes, Portant's software is designed to be highly flexible and can integrate with various other systems to meet the specific needs of different businesses, ensuring a tailored and efficient workflow.

What were the measurable results MJD Advisors experienced after implementing Portant's software?

MJD Advisors saw a 40% reduction in report preparation time and a 30% increase in overall efficiency, allowing them to scale their services and deliver higher quality reports to their clients.

Is Portant's software suitable for businesses outside of IT audits and CPA firms?

Absolutely. Portant's document automation software can be customized to fit the needs of various industries, making it a versatile solution for any business looking to streamline their document management processes.

Pricing

No Risk, 60-Day Money Back Return Policy

(Save up to 22%)

Pro

For professionals optimising their processes

$49
per month
Get Started

Integrations

Features

2000 Documents / 1 User
Workflows
Templates
No Portant Branding on PDFs
Email from Aliases
Email Tracking
Multiple eSignatures
Google Sheets Auto-create
Shared Workflows
Custom eSignature Portal
Team Folders
Priority Support
Advanced Security
Most Popular Badge

Team

For growing teams creating internal workflows

$129
per month
Get Started

Integrations

Features

5000 Documents / 5 Users*
Workflows
Templates
No Portant Branding on PDFs
Email from Aliases
Email Tracking
Multiple eSignatures
Google Sheets Auto-create
Shared Workflows
Custom eSignature Portal
Team Folders
Priority Support
Advanced Security
*Extra users $25/month

Enterprise

For companies building high-volume workflows across their organization.

Custom
per month
Contact Sales

Integrations

Features

Custom Usage & Users
Workflows
Templates
No Portant Branding on PDFs
Email from Aliases
Email Tracking
Multiple eSignatures
Google Sheets Auto-create
Shared Workflows
Custom eSignature Portal
Team Folders
Priority Support
Advanced Security

Pro

For professionals optimising their processes

$680
per year
Get Started

Integrations

Features

2000 Documents / 1 User
Workflows
Templates
No Portant Branding on PDFs
Email from Aliases
Email Tracking
Multiple eSignatures
Google Sheets Auto-create
Shared Workflows
Custom eSignature Portal
Team Folders
Priority Support
Advanced Security
Most Popular Badge

Team

For growing teams creating internal workflows

$1200
per year
Get Started

Integrations

Features

5000 Documents / 5 Users*
Workflows
Templates
No Portant Branding on PDFs
Email from Aliases
Email Tracking
Multiple eSignatures
Google Sheets Auto-create
Shared Workflows
Custom eSignature Portal
Team Folders
Priority Support
Advanced Security
*Extra users $25/month

Enterprise

For companies building high-volume workflows across their organization.

Custom
per year
Contact Sales

Integrations

Features

Custom Usage & Users
Workflows
Templates
No Portant Branding on PDFs
Email from Aliases
Email Tracking
Multiple eSignatures
Google Sheets Auto-create
Shared Workflows
Custom eSignature Portal
Team Folders
Priority Support
Advanced Security

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