Reporting that drives investment decisions must be accurate, complete and, above all, compliant.
Normally this is ensured through manual processes of review and supervision that further delay investment decisions, while absorbing the time of senior staff.
Méthode eliminates all but the most high-level supervision tasks through a range of intelligent workflow controls:
A system of permissions ensures that only permitted actions can be carried out by authorized users at each stage in the reporting process.
There are checkpoints in the workflow that prevent reporting being released until some action has been carried out – a legal check, for example, or the insertion of a chart.
Every time a user saves an item, a new version is created. This creates a complete audit trail of changes with clear responsibility for each action and allowing rapid recovery from erroneous interventions.