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Fyle

Spell success at every step with Fyle

April 30, 2020
|
3
Min Read
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The Coronavirus pandemic has redefined everything we have known to be “normal.” If there is one constant in this whole scenario, it is uncertainty. Given that, it can be difficult to trust application/product vendors to get the job done, especially with their operations being remote too.

Now that processes which have paper and long labor hours at their core have become impractical, the smart choice is to automate. According to a recent Bain & Company survey, “Companies scaling up automation technologies - ranging from low code automation, optical character recognition (OCR), robotic process automation (RPA) to conversational artificial intelligence (AI)-will at least double.”

Automation equips your remote finance team with superior control and insight over expenses, making expense management a breeze! 

How does Expense Automation help during the Coronavirus Pandemic?

Your employees must still be adjusting to the “new normal” of working. While they already have a lot to deal with, here are two things you could do to make their lives easier:

  • Eliminating those pesky Expense Reports.
  • Reimbursing on time, without any hassles.

Approximately 44% of the 800 finance executives who participated in the Bain & Company Survey on Expense Automation said their automation projects have not delivered the expected savings. Sadly, all the significant barriers involve execution, insufficient resources, or lack of skill.

This is where we can help!

Fyle has always been an online-only business. This has helped us accomplish faster onboarding and an even quicker RoI for our customers.

  • We have a consistently high NPS of +56 and over 500+ 5 star reviews.

The cherry on top, predictable implementation timelines, and a Customer Success team that doesn’t quit on you when you need them the most.

Hear it from our customers!

G2 Fyle reviews

Capterra Fyle reviews

GetApp Fyle reviews

What makes Fyle a reliable automation partner?

When it comes to deliveries, be it internal or to our customers - we at Fyle follow two rules religiously.

  • No over-promising.
  • No under-delivering.

We’ve carefully curated an implementation process  that ensures our customers know exactly what to expect and when

So, what’s good about Fyle’s Implementation Plan?

I have seen my fair share of projects suffer and languish, often due to multiple factors ranging from capability, engagement, detailing, risk identification, testing, communication and effective change management

At Fyle, we have taken our collective learning and plugged it into our implementation process in order to ensure transparent, predictable, hassle-free and committed outcomes for customers. 

Total time for implementing Fyle

Small Businesses - 2 weeks (approx)

Medium Businesses - 5-6 weeks

Enterprises - 10-12 weeks

Say goodbye to multi-month, tortuous implementation procedures, no matter how complex your workflows. If you want to understand how we manage to deliver this promise, read on. 

Here’s how we do it:

Personalised Onboarding and Engagement (Week 1)

We believe a lack of engagement leads to a bumpy experience for both admins and employees post-implementation. Therefore, we ensure that an experienced member of our Customer Success team is allocated to every customer.

This professional owns all aspects of implementation and support for the customer. Additionally, we encourage our customers to appoint a single point of contact (SPOC) who can work with us to resolve any dependencies or challenges.

Replay. Reiterate. Repeat. (Week 1 - Week 3)

Nearly 30% of our implementation efforts are focused on studying the nuances of our customer’s requirements, ecosystem, IT landscape, organizational structure, policies, processes, and workflows.

This is critical to identify both stated and unstated requirements necessary for successful implementation.

We reinforce this mutual understanding through joint policy and implementation plan reviews so that all parties are clear about objectives, dependencies and timelines

Guaranteed on-time execution (Week 4 - Week 7)

Once implementation objectives are agreed upon, our Customer Success owner helps you set up the following:

  • User, project, department, cost center data
  • Cost Categories
  • Per-diems and mileages 
  • Expense, advance and trip policies
  • Spend limits, approvals, and workflows

Seamless Integration (Week 5 - Week 7)

If customers require any external systems to be integrated with Fyle, our comprehensive APIs and exhaustive documentation provide a solid foundation for this activity to be completed in parallel with implementation.

Easy Training (Week 6 - Week 7)

Once the account has been set up, our Customer Success owner run Admins/ Approvers through a detailed product demonstration covering User, Approver, and Finance workflows. We follow up with multiple online-training sessions to ensure all key personnel are well-versed with all the features of Fyle.

This training is complemented with access to a rich online repository of help articles, byte-sized videos, and FAQs that all users can refer to at any time.

Critical Testing and Implementation Sign-off (Week 8 - Week 9)

Once the product has been set up, we provide you with a Test Case Document that details multiple testing scenarios, detailed steps, inputs, and expected outcomes for all features. This will help all key users understand how and what to test on Fyle.

During the testing phase, our Customer Success owner works closely with your SPOC to discuss (and resolve) any blockers immediately before implementation sign-off.

Pilot Fyle (Week 10 - Week 11)

Large enterprises with multiple divisions (or departments) might have varied workflows. In such cases, we recommend a pilot run across the organization to ensure active validation for Fyle.

Roll-out! (Week 12)

Once the platform is thoroughly tested and certified, it is ready for a company-wide roll out! The introduction of a new system can be a critical change management exercise.

To support this, we work with you to devise a detailed roll-out plan to help effectively onboard your employees on Fyle. The objectives of the roll-out plan are three-fold:

  • Communicate details of change and underlying benefits to users
  • Invite all users to Fyle (either in batches or at one-shot)
  • Get users up and running with in-depth help and training content 

This process helps you communicate how to derive maximum value from Fyle with your employees.

Customer Success that NEVER leaves you hanging

Not to brag, but our customers love us for the consistently exemplary support we extend throughout their journey with Fyle. We resolve about 50% tickets on first contact with a First Response time of under just 60 mins.

We strive to provide a pleasant experience for each one of our customers. We’ll never deny/ charge you extra for the support you deserve - lockdown or no lockdown.

Ready for a superior expense automation experience? Schedule a demo now!

automate-expense-management


Fyle

Spell success at every step with Fyle

April 30, 2020
|
3
Min Read

The Coronavirus pandemic has redefined everything we have known to be “normal.” If there is one constant in this whole scenario, it is uncertainty. Given that, it can be difficult to trust application/product vendors to get the job done, especially with their operations being remote too.

Now that processes which have paper and long labor hours at their core have become impractical, the smart choice is to automate. According to a recent Bain & Company survey, “Companies scaling up automation technologies - ranging from low code automation, optical character recognition (OCR), robotic process automation (RPA) to conversational artificial intelligence (AI)-will at least double.”

Automation equips your remote finance team with superior control and insight over expenses, making expense management a breeze! 

How does Expense Automation help during the Coronavirus Pandemic?

Your employees must still be adjusting to the “new normal” of working. While they already have a lot to deal with, here are two things you could do to make their lives easier:

  • Eliminating those pesky Expense Reports.
  • Reimbursing on time, without any hassles.

Approximately 44% of the 800 finance executives who participated in the Bain & Company Survey on Expense Automation said their automation projects have not delivered the expected savings. Sadly, all the significant barriers involve execution, insufficient resources, or lack of skill.

This is where we can help!

Fyle has always been an online-only business. This has helped us accomplish faster onboarding and an even quicker RoI for our customers.

  • We have a consistently high NPS of +56 and over 500+ 5 star reviews.

The cherry on top, predictable implementation timelines, and a Customer Success team that doesn’t quit on you when you need them the most.

Hear it from our customers!

G2 Fyle reviews

Capterra Fyle reviews

GetApp Fyle reviews

What makes Fyle a reliable automation partner?

When it comes to deliveries, be it internal or to our customers - we at Fyle follow two rules religiously.

  • No over-promising.
  • No under-delivering.

We’ve carefully curated an implementation process  that ensures our customers know exactly what to expect and when

So, what’s good about Fyle’s Implementation Plan?

I have seen my fair share of projects suffer and languish, often due to multiple factors ranging from capability, engagement, detailing, risk identification, testing, communication and effective change management

At Fyle, we have taken our collective learning and plugged it into our implementation process in order to ensure transparent, predictable, hassle-free and committed outcomes for customers. 

Total time for implementing Fyle

Small Businesses - 2 weeks (approx)

Medium Businesses - 5-6 weeks

Enterprises - 10-12 weeks

Say goodbye to multi-month, tortuous implementation procedures, no matter how complex your workflows. If you want to understand how we manage to deliver this promise, read on. 

Here’s how we do it:

Personalised Onboarding and Engagement (Week 1)

We believe a lack of engagement leads to a bumpy experience for both admins and employees post-implementation. Therefore, we ensure that an experienced member of our Customer Success team is allocated to every customer.

This professional owns all aspects of implementation and support for the customer. Additionally, we encourage our customers to appoint a single point of contact (SPOC) who can work with us to resolve any dependencies or challenges.

Replay. Reiterate. Repeat. (Week 1 - Week 3)

Nearly 30% of our implementation efforts are focused on studying the nuances of our customer’s requirements, ecosystem, IT landscape, organizational structure, policies, processes, and workflows.

This is critical to identify both stated and unstated requirements necessary for successful implementation.

We reinforce this mutual understanding through joint policy and implementation plan reviews so that all parties are clear about objectives, dependencies and timelines

Guaranteed on-time execution (Week 4 - Week 7)

Once implementation objectives are agreed upon, our Customer Success owner helps you set up the following:

  • User, project, department, cost center data
  • Cost Categories
  • Per-diems and mileages 
  • Expense, advance and trip policies
  • Spend limits, approvals, and workflows

Seamless Integration (Week 5 - Week 7)

If customers require any external systems to be integrated with Fyle, our comprehensive APIs and exhaustive documentation provide a solid foundation for this activity to be completed in parallel with implementation.

Easy Training (Week 6 - Week 7)

Once the account has been set up, our Customer Success owner run Admins/ Approvers through a detailed product demonstration covering User, Approver, and Finance workflows. We follow up with multiple online-training sessions to ensure all key personnel are well-versed with all the features of Fyle.

This training is complemented with access to a rich online repository of help articles, byte-sized videos, and FAQs that all users can refer to at any time.

Critical Testing and Implementation Sign-off (Week 8 - Week 9)

Once the product has been set up, we provide you with a Test Case Document that details multiple testing scenarios, detailed steps, inputs, and expected outcomes for all features. This will help all key users understand how and what to test on Fyle.

During the testing phase, our Customer Success owner works closely with your SPOC to discuss (and resolve) any blockers immediately before implementation sign-off.

Pilot Fyle (Week 10 - Week 11)

Large enterprises with multiple divisions (or departments) might have varied workflows. In such cases, we recommend a pilot run across the organization to ensure active validation for Fyle.

Roll-out! (Week 12)

Once the platform is thoroughly tested and certified, it is ready for a company-wide roll out! The introduction of a new system can be a critical change management exercise.

To support this, we work with you to devise a detailed roll-out plan to help effectively onboard your employees on Fyle. The objectives of the roll-out plan are three-fold:

  • Communicate details of change and underlying benefits to users
  • Invite all users to Fyle (either in batches or at one-shot)
  • Get users up and running with in-depth help and training content 

This process helps you communicate how to derive maximum value from Fyle with your employees.

Customer Success that NEVER leaves you hanging

Not to brag, but our customers love us for the consistently exemplary support we extend throughout their journey with Fyle. We resolve about 50% tickets on first contact with a First Response time of under just 60 mins.

We strive to provide a pleasant experience for each one of our customers. We’ll never deny/ charge you extra for the support you deserve - lockdown or no lockdown.

Ready for a superior expense automation experience? Schedule a demo now!

automate-expense-management


Effortless expense management for all business spends. Earned time, saved costs, improved productivity, happy employees - achieve it all with a single software.

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