Zürcher Kantonalbank has set itself the goal of simplifying and completely digitalising its time-consuming travel and expense process. The aim is to optimise internal processes and offer employees an efficient solution for processing expenses. In the evaluation process, the decision was made in favour of the "Edi" solution, which covers all of the bank's security requirements and functional demands.
Industry
Banking / Financial Services
Employees
5,000
Client since
2023
Region
German-speaking Switzerland
Services
Consulting
Software
Initial situation
Before the introduction of the "Edi" app, the major Zurich bank had an inefficient expenses process that involved manual effort and long processing times. Employees found it difficult to manage their expense receipts quickly and easily.
The existing systems were not user-friendly and often led to confusion and delays in the approval process. This put a strain on both employees and the finance department, which was responsible for processing expenses.
Solution
With the "Edi" app, all 5,000 employees of the major Zurich bank now have a user-friendly platform to upload their expense receipts with just a few clicks and submit them for approval. The app contains specific rules and checking procedures that are based on the expense regulations and ensure compliant processing. Once approved, the expense receipts are automatically posted to the financial system (SAP ERP) via an interface. This enables faster processing and significantly reduces manual effort.
Project
The project to implement the "Edi" app began in 2022. All relevant stakeholders were involved in the process at an early stage, which contributed significantly to its success. A detailed blueprint was created in the requirements analysis and the implementation took place in an agile project setup that included a pilot phase. Following the successful completion of the pilot phase, the entire system went live and was connected to the productive peripheral systems.
During the preparation phase, internal training documents were created and key users were trained to ensure smooth support in day-to-day business. Targeted internal communication and short training sequences for employees led to a successful go live of the solution, which significantly increased the acceptance and use of the app.