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 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.

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.

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