Case Study

XCM Solutions

About XCM XCM® offers a complete productivity enablement and workflow platform that empowers businesses to manage all types of work, within all departments, and/or across multiple locations. Our solutions include XCMworkflow, XCMscheduler, XCMportal, XCMmobile, XCMapi, Analytics as a Service and Xpitax Outsourcing—all designed by tax and accounting process experts to help you work more efficiently and effectively in a digital environment. XCM is an open platform system that works horizontally across tax, accounting, finance, audit, and operations applications. We manage millions of processes per year, enabling professionals to complete more work, in less time, with greater quality. Our device and browser-agnostic cloud solutions offer real-time anywhere, anytime access to work. Though we integrate with several popular tax and accounting packages, the real payback is through your greatest asset—your people. XCM is the only productivity enablement and workflow platform endorsed by the AICPA, and complies with the controls and applicable criteria of the AICPA Trust Service Principles.   About the Conference The XCM XCHANGE User Conference® is designed to bring clients together to share updates on the platform, share best practices, educate users on how to further optimize XCM, hear from industry leaders on changes in the profession and network with one another. The Conference is an annual event with approximately 275+ attendees.   About the App Over the past six years, XCM has used a combination of onsite engagement tools. This past year, we evaluated both suite and best of breed solutions. We found the product suite solution required up to 3 additional resources over a five month time period who would need to dedicate 40 percent of their time to implement the solution. We did not pursue this solution as the time and money investment could not be justified. In evaluating a best of breed solution, we evaluated and selected Eventur for our User Conference app. The Content Management System is easy to use and provides a quick set-up to establish the framework of the app. Through simple drop down menus and drag-and-drop features, we were able to customize the app to reflect our branding and conference theme. The site is user-friendly and can be set up without any development interaction. This was a significant time savings for our team and enabled the team to focus on building content that would drive a better experience for the attendees. Most important, the ease-of-use reduced the overall set-up time. With the help of the Eventur team, we were able to go live in less than 5 weeks. Although we did not leverage the Eventur app’s integration features, the import and export feature enables updates without coding or development assistance. Our team was able to export an excel spreadsheet from one application and quickly import the information back into Eventur via the Content Management System. In addition to providing a time savings, this process provided us confidence in the integrity of the data and eliminated multiple review cycles of the data across separate systems. During the event, we leveraged having the check-in and check-out built directly into the app, as well as the post-session evaluations. Allowing users to control all of this directly from their personal device reduced the amount of onsite administration and allowed more time engaging with clients. Above all, the biggest value of Eventur is the automated CPE distribution. This is something that is not available with the other solutions on the market. Following a conference for 250+ attendees, we would typically spend 3-4 weeks reconciling and auditing our attendance before creating the CPE certificates and then distributing them to attendees. This was a time-consuming process that required multiple people. With Eventur, that validation of attendance occurs automatically in the application, and a CPE certificate is generated and distributed straight from the system. Not only did this reduce resource time, but it provided a better, more timely experience for our attendees. We are excited to continue working with Eventur! Next year, we will be able to leverage the existing app and focus on making enhancements to what we already created, rather than creating something from scratch. We are hoping to leverage the check-in beacons to further automate monitoring attendance in each session. We also hope to further engage our sponsors in using the app to engage with the attendees through pop-up ads and making personal connections through the tool.

Michelle Walsh

Vice President of Client Services, XCM

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