How to Gain Control of Audit Workflow: A Case Study

By Sarah Nord

Excel is a great tool…in small doses. But if you’re running internal audit and enterprise risk management (ERM) functions on a global scale using a system of spreadsheets, you may be feeling the pain of inefficiency. That was the challenge facing Meredith Maher, director of audit and analytics for  a healthcare company.

“We were trying to do our jobs as best we could but didn’t have a system that could support us effectively or help us realize the efficiencies we needed,” Maher explains. “We lacked the technology on the back end that would make a meaningful impact on our workflow.”

The Challenge

  • Transition manual, spreadsheet-based workflow to an automated system
  • Establish a central portal for enterprise risks, controls, projects, workpapers, findings and remediation plans
  • Survey executives and management to determine priorities
  • Work with audit staff all over the world without technical limitations

The Solution

Maher and her team needed internal audit software that could adapt to their processes and organizational structure. They discovered Onspring at a conference hosted by the Institute of Internal Auditors, and after an evaluation period, they selected the following solutions:

Why It Works

  • It’s Reliable. “Within hours, I could see that this tool does exactly what they said it could do.”
  • It’s User-Friendly. “Onspring works the way we work. It’s intuitive, and we all feel comfortable with it.”
  • It’s Global. “We have teams in Norway, Colombia and South Africa. We’ve never had a connection problem or latency issue.”

There’s much more to the story, and we’d love to share it with you.

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