GetBusy's Finance Team Take Control with Workiro: A Case Study

Discover how GetBusy use Workiro with NetSuite to maintain robust processes and provide the strongest possible control environment for everyday work.
SaaS
146+

What Workiro Users Say

"Using Workiro alongside NetSuite allows you to work efficiently with your team, remotely or in the office."

Libby Hooper
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Director of Finance and Operations

"I’ve never worked somewhere where the systems work so well. The way we use NetSuite and Workiro together just enables me to get on and do my job."

Kerry
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Credit Controller

Key use cases

Libby is responsible for an entire finance function within a £15m multi-national business, spanning 3 countries and 4 currencies.

This level of responsibility brings along a whole stack of work to keep on top of:

  • Visibility: Managing a team of people with different responsibilities. How do you track and view who is doing what, and why?

  • Communication: Customer queries, team tasks, auditor requests. How do you easily track what's been said, and to who?

  • Organisation: Customer and vendor contracts, excel calculations. How do you find the right file in a timely manner?

  • Tasks: Month end, year end, planned checks. How do you make sure tasks and queries are followed up?

  • Approvals: Vendor bills, payroll runs, price changes. How do you keep track of and evidence approvals easily?

  • Documents: NetSuite records, contracts, customer NDAs. How do you communicate around and track documents?

Enter Workiro...

A next-generation app that uniquely combines task, communication and document management capabilities, including e-signature. Workiro eradicates all uncertainty at work, makes your life easier, and allows you to get on with your job better than ever before.

  • Control: Workiro allows the team to securely share, store and sort documents against tasks, people and tags. No more hunting down missing work or worrying when it comes to audits.

  • Clarity: Workiro erases the struggles of cross functional collaboration. The team replaced any uncertainty with even better communication together across the business.

  • Flexibility: Workiro mitigates the pain of tracking team tasks both in and out of the office. It provides visibility of tasks within the team and who is responsible for what, and why.

By seamlessly integrating Workiro with NetSuite, GetBusy have witnessed a remarkable improvement in their team's processes and a significant acceleration in task delivery. The collaborative power of Workiro and NetSuite has not only streamlined workflows but has also enhanced communication and optimised overall processes. Now, tasks are executed with precision and speed, transforming productivity levels.

See what Workiro can do for you

Book a Discovery Call

Want to find out more about how Workiro works? Book a zoom-based discovery call with one of our experts who’ll be happy to answer any questions you may have, to ensure Workiro is the right fit for your business needs.

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