BDO

Supporting the management of cash management and digital transformation plans in a multi-client environment

REGION
France & International
Industry
Audit and Consulting
Company size
119,600 employees worldwide
Key processes
Management of Transformation Projects
Multi-client PMO
Project Stream Tracking
Table of Contents

The Company

BDO is the world’s fifth-largest network of audit, accounting, and consulting firms. With a presence in 164 countries and 1,600 offices worldwide, the network serves organizations of all sizes—from startups to large corporations—as well as small and medium-sized enterprises (SMEs), mid-market companies, and entities in the social and solidarity economy.

In this context, BDO works with its clients, in particular, on projects to transform treasury functions and drive digital transformation. These projects require rigorous project oversight, effective coordination among stakeholders, and a centralized view of the various work streams, initiatives, and action plans.

Since 2023, BDO has been using Tabsters to organize the monitoring of its cash management and digital transformation plans, as part of a multi-client PMO approach.

Challenges & Objectives

Background

BDO supports its clients in transforming their treasury functions and in their digital transformation initiatives. These engagements may include managing complex projects, implementing new systems, and establishing a PMO framework to structure, monitor, and ensure the success of the transformations underway.

Before using Tabsters, teams did not have a dedicated tool to centralize and standardize the tracking of these projects. Project management could therefore be time-consuming, with practices that sometimes varied depending on the client, the assignment, or the streams being tracked. The growing number of projects and clients also made it more difficult to maintain an overall view of ongoing initiatives and to gain a consolidated view of the progress of the various projects.

Key Issues

The main issues centered on:

  • centralizing projects and clients on a single platform;
  • standardization of the monitoring of transformations;
  • the development of a common PMO framework;
  • a reduction in the time spent on day-to-day project monitoring;
  • transparency regarding the progress of the various streams;
  • coordination among BDO teams, clients, and project stakeholders;
  • the automation of certain monitoring workflows;
  • access to a real-time overview to guide ongoing initiatives.

How to Use Tabsters

Use cases
  • Monitoring of cash flow transformation plans;
  • Management of digitization projects;
  • Multi-client PMO management;
  • Centralization of projects and clients;
  • Monitoring the various streams for each project;
  • Structuring and automating the tracking of transformations;
  • Project workflow management;
  • Real-time overview of the progress of initiatives;
  • Resource planning and monitoring;
  • Coordination of teams and stakeholders.

User profiles

The solution is used by 60 users, including: consulting teams, PMO staff, project managers, consultants, managers, and others involved in overseeing treasury and digital transformations.

The benefits

  • Better planning and more efficient use of resources;
  • Significant time savings in day-to-day project management;
  • More structured monitoring of transformation plans;
  • Centralization of projects, clients, and streams on a single platform;
  • Standardization of project monitoring practices;
  • Real-time visibility into project progress;
  • Optimized management through automated workflows.

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