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TFSA-Craig-GreenwoodCraig Greenwood, Toyota Financial Services Chief Compliance Officer, and his team wanted to continue using established business procedures but move away from manual processes and find a more efficient and flexible way to work.

Click here to download a PDF version of this case study 

Challenges: When You Reach Critical Mass

Craig and his team were using spreadsheets, Word documents, email and databases to collect  and store data. Reporting would take a long time to complete as information was collated from multiple sources and fed into a spreadsheet to produce a final report. They were replacing Lotus Notes and needed a system that would run reports quickly and smoothly without having to manually trawl through hundreds of files to run a report.

Craig reached a “light bulb” moment when he realised his team was reaching a critical mass of volume very quickly with the amount of data and reports they were collecting.

How Protecht.ERM Helped

“One of our key pillars at Toyota is continuous improvement."

Craig had a working process in place before utilising Protecht.ERM. Now there is increased control and ownership around the business processes both within his team and across the business. The manual processes have been automated and are now more efficient.

 

Case-study-TFS-dashboardAn example of a Gift and Disclosure Dashboard implemented on Protecht.ERM
for Toyota Financial Services Australia's staff.
 

“You have better, fast visual reporting of data and you have greatly reduced human error. It is quicker to pick up information like incidents or trend analysis.”

Benefits to Craig's team included:

  • Reduced human error
  • Highly visual reporting
  • Time savings
  • Automating and consolidating many processes
  • A stronger audit trail for Auditors
  • Improved record management system
  • User ability to define system capability
 
People working in an office building to show Protecht.ERM adoption across the business

Utilisation of Protecht.ERM Within the Business

"We have about 12 modules being used and another half a dozen on the go. I always envisaged that it wouldn't just be purely a Risk & Compliance tool and other areas such as Finance,  collections, and Wholesale teams would use it for their own business functions and we are now starting to see that happen with Protecht."

The big thing that you have provided is that the tool is simple and the support that we've had has been really good

"Protecht plugged it in for us and we worked together on the initial modules until we got a feel, but then literally within the first month we were putting out other registers such as Access Requests, Audit Checks, Legal Requests and more… Evidently, other parts of the business are now using Protecht.ERM.

"Support has always been timely and efficient, which made it pretty easy for us to get started."

Interested in Learning More?

Book a meeting with one of our team members to learn how Protecht.ERM can help you improve your processes and achieve your business goals.

Book a meeting with us

 

About Toyota Financial Services

TFALogo.jpg

At Toyota Financial Services Australia, our number one priority is customer satisfaction. With  over 30 years' experience in the Australian market, an extensive network of regional offices and as a leader within the worldwide Toyota Financial Services group, we understand our customers' needs. Our partnership with the Toyota Dealer network means wherever you are in Australia, you'll find Toyota Finance is ready to help.

  

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