SERPAT Sucess Story

SERPAT, a major player in the Marseille region, manages a diverse portfolio of activities: construction, transport, real estate… Driven by rapidly expanding operations, SERPAT quickly faced the question of financial control and risk management.

With manual processes and a lack of solutions to prevent tax audits, the company struggled to minimize risks in a reliable, harmonized, and automatic way.

Structural Challenges in a Complex Environment

In a context of strengthened regulations, SERPAT faced several issues:

• Fragmented controls, limiting effective supervision across all operations.
• Risk of tax non-compliance related to new regulations.
• Business and control continuity with limited teams experiencing high turnover.
• High manual workload mobilizing resources for repetitive, low-value tasks.

The Bottlenecks

• Absence of standardized financial processes.
• Lack of automation, leading to work overload for teams.
• Insufficient detection of anomalies and fraud risks.

“I consider Supervizor to be my tax accounting auditor”

— Christophe Marie, CFO of SERPAT

An Automation Solution

SERPAT turned to Supervizor to modernize its financial management and address its control needs. Supervizor enabled SERPAT to:

• Automate risk detection with anomalies identified in real time.
• Harmonize processes by identifying gaps and implementing corrective actions.
• Strengthen compliance by simplifying audits and regulatory processes.

A Structured Approach for a Successful Transition

The integration of Supervizor took place in several stages:

• Pilot phase, to test the solution’s effectiveness on a limited scope.
• Progressive rollout, enabling controlled scaling across all subsidiaries.
• Team training, providing the necessary skills to use the tool effectively.

This approach enabled rapid adoption and a smooth transition, without major disruption to operations.

Concrete and Lasting Results

The impacts of Supervizor were immediate and measurable:

• Better preparation for external regulator audits
• 70% less manual work, freeing up resources for higher-value activities
• Implementation of more robust processes to avoid errors detected by Supervizor

“Supervizor has transformed our financial management into a strategic asset,” states Christophe Marie.

A Solid Foundation for the Future

Supervizor enabled SERPAT to convert its financial challenges into improvement opportunities. By automating processes and harmonizing practices, the company has gained efficiency, transparency, and peace of mind when facing risks.

Thanks to this transformation, SERPAT is better equipped to pursue its growth and meet the challenges of its sector, with financial management now serving its strategic vision.