More documents means more efficiency
The finance team at FleetPartners have achieved significant efficiencies running their documents through Atticus.
From their annual reporting suite, to investor presentations, modern slavery statement, and their sustainability report, the finance team uses the platform across their entire disclosure process.
As CFO, James Owens needed a way to coordinate multiple reviews while maintaining clear oversight. Ultimately he’s responsible for the content of the documents.
The time we’ve saved in gathering and validating supporting information has been substantial.
James Owens
Chief Financial Officer, FleetPartners
The gains have largely come from simplifying their review process. They did this by centralising all their documents and conversations in one place, and eliminating the need to save emails, Excel files, and Word documents across multiple locations.
Makes collaboration easy across team and external partners
Annemarie Kernot, FleetPartners’ Chief Legal Officer, oversees the verification process for the whole organisation, and coordinates the internal and external teams using the tool.
Atticus is able to handle as many, or as few, collaborators as necessary. We were also able to include an external consultant, which was as simple as sending an invitation.
Annmarie Kernot
Chief Legal Officer, FleetPartners
A suite of comprehensive audit trails
FleetPartners now have detailed records across all their document types.
The platform captured every step of the review process: who reviewed what, which supporting documents were used, and when the work was completed. All records could be downloaded and retained for future reference.
Atticus gives us, and our Board of Directors, the confidence that our disclosures are thoroughly checked and complete before publication and provides us with a clear audit trail.
James Owens
Chief Financial Officer, FleetPartners
Complete visibility after the fact
The comprehensive audit trail approach delivered certainty and confidence for their CFO and the board.
- Clear audit trails showing exactly how each regulated document was reviewed
- Complete records that can be downloaded and retained
- Full visibility into who reviewed what and when
- Supporting document links connecting every document to its evidence
- Substantial time savings in gathering supporting documentation
