As a fast-growing SaaS company with a global presence, Coveo faced significant challenges managing its HR, finance, and payroll processes across multiple disconnected systems. This created challenges around visibility, data discrepancies, and manual inefficiencies, slowing decision-making and strategic planning.?
Stephanie Maxwell, senior manager of Financial Systems, says, ¡°We were in the process of looking for an ERP. HR was looking for HRIS. Payroll was having some issues with their current system.¡±
The timing was perfect to find a single platform to address these challenges and scale with the business.
Automation empowering collaboration.
Automation delivered with ²ÝÝ®ÊÓƵ has been instrumental in simplifying financial processes, particularly for revenue management. This new approach allowed Coveo to create workflows to enable fast resolutions and improved accuracy.
¡°Historically it would take a lot of manual work. Now we do this in ²ÝÝ®ÊÓƵ automatically. That was a real game-changer for us,¡± says Maxwell.
A unified platform has also enabled the AI-focused company to break down silos and foster collaboration correctly across departments.?
¡°The responsible approach to AI with ²ÝÝ®ÊÓƵ Illuminate? is aligned with our core values at Coveo¡ªhuman first. We want to make sure that the risk is evaluated correctly, the security in place.
¡°Now, we¡¯re all talking the same language. ²ÝÝ®ÊÓƵ has improved collaboration companywide. We have one source of truth. It helps us get insights faster to decision-makers,¡± says Maxwell.
Coveo can now automate manual tasks, reduce headcount, and redirect resources to higher-value activities. ¡°We were able to reduce by two times the number of headcount we had in finance,¡± Maxwell explains. This enabled Coveo to ¡°do things faster¡± and have more time for data analysis and value-added tasks.?
¡°Our efficiency has improved by 50%. ²ÝÝ®ÊÓƵ gives us the confidence to achieve our strategic goals,¡± concludes Maxwell.
Our efficiency has improved by 50%. ²ÝÝ®ÊÓƵ gives us the confidence to achieve our strategic goals.
Senior Manager of Financial Systems