Case Study: Armanino LLP achieves greater visibility and accountability with Karbon

Armanino Business Management find greater visibility and accountability

Armanino LLP, one of the 25 largest independent accounting and business consulting firms in the U.S., needed a better way to manage scaling, geographically dispersed teams and fragmented task tracking (Excel, Outlook, Evernote). To gain collaboration, visibility and repeatable processes, Armanino’s Business Management group selected Karbon’s centralized workstream collaboration platform, which integrates email, discussions, tasks and workflows with Office 365.

Karbon implemented a personalized 7-step onboarding in mid-2017, growing from 5 testers to 52 users (about 75% of the department), with assisted migration, champion training and ongoing support. As a result, Karbon delivered greater visibility and accountability, a single central location for processes and templates, easier delegation and substitution, and a 20% reduction in email management time (about 2 hours saved per user per week), plus improved team confidence and faster onboarding of new processes.

Armanino LLP

Catherine Catherine

Principal