Case Study: Fiscale saves time and boosts workforce productivity with Creatio (delivered by Agovo)

How Fiscale saves time & increases productivity

Fiscale Ltd, a tax advisory firm that helps businesses claim R&D Tax Credits, needed a flexible, scalable platform to manage its complex claim process, guide users through every step, and deliver accurate company-wide reporting. Fiscale engaged Creatio (delivered by Agovo UK) for a CRM and Business Process Automation (BPA) implementation and ongoing support.

Creatio, implemented by Agovo, provided a unified CRM and BPM solution that automated and standardized Fiscale’s claim workflows, consolidated teams onto one platform, and achieved high user adoption through a user-friendly interface and training. The deployment cut time spent on status meetings by 4x, produced detailed touchpoint reporting, standardized processes across the business, and increased workforce productivity and confidence in claim tracking.

Fiscale

Stephen Bunting

Technical Director