Magora Projects Grant Thornton
Enterprise software · Case study Finance apps 2023

Grant Thornton.

Explore how Magora and Grant Thornton's collaboration automates EMI Scheme Documentation, empowering clients and the firm with a streamlined, self-service platform for efficient handling of complex cases from creation to closeout

Client
Grant Thornton
Industry
Enterprise software
Timeline
16 weeks · scoping → first live cases
Team
PM · 1 design · 4 eng · 1 architect · 1 QA
Year
2023
Services
Discovery · Design · Build · QA
Delivery
Magora London
Domain
Enterprise software
Engagement
Time & materials
Team
PM · 1 design · 4 eng · 1 architect · 1 QA

Grant Thornton is a distinguished financial advisory firm, committed to delivering exceptional services in accounting, tax, and advisory matters. Their expertise spans a wide range of industries, ensuring comprehensive and strategic financial solutions for clients.

Grant Thornton faced challenges in efficiently producing tailored EMI Scheme Documentation for clients. The manual process was time-consuming, lacked automation, and hindered the seamless management of complex cases, prompting the need for an innovative solution.

Grant Thornton — solution

Magora collaborated with Grant Thornton to develop a cutting-edge platform, addressing the goal of automating the creation of customized EMI Scheme Documentation. Our goal was to deliver a solution that can produce tailored EMI Scheme Documentation in an automated fashion based on the information provided by clients. The solution not only streamlined document generation but also introduced a self-service environment. With added workflow and case management functionalities, this solution empowered clients and the firm to efficiently handle complex cases through the platform. The system also provided clients with access to workflow tools and notifications, ensuring a guided and automated process from document creation to closeout.

Grant Thornton — result

The numbers after launch.

5x
Faster vs manual workflow
0
Documentation rework cases · month 1
100+
EMI templates handled
SOC 2
Compliance baseline
PDF · DOCX
Export formats
4
Custom client workflows
What used to be three days of manual EMI documentation is now a structured workflow. Magora understood our compliance constraints first, then engineered around them.
PW
P. Whitfield
Tax Advisory Tech Lead · Grant Thornton UK

Built with what holds up at scale.

React TypeScript NestJS PostgreSQL DocX/PDF AWS SOC 2
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