Audit Overview

We employ a tailored five-step approach, supplemented by an optional post-audit support phase. Our methodology generally consists of a balanced 50-50 mix, incorporating both our standard audit playbook and a customised strategy that addresses each business's unique requirements.

01

Pre-Audit Preparation

This phase involves defining the sponsor, scope, objectives, and timeline for the digital audit. It's crucial to establish clear expectations and outcomes, as well as identifying all stakeholders, ensuring their participation and buy-in. This stage sets the foundation for the entire audit, ensuring all parties are aligned and have a clear understanding of what the audit entails.

02

Information Review

In this phase, we collect relevant data and information from internal and external stakeholders. This may include documentation, system access for direct observation and data collection, and interviews with key personnel. By gathering data from various sources, we can gain a comprehensive understanding of your organisation's current state. This step is essential for identifying potential issues, inefficiencies, or gaps in your operations.

03

Analysis and Assessment

During this stage, the collected data is thoroughly reviewed and assessed to identify gaps, inefficiencies, and areas for improvement. The analysis should cover various aspects of the organization, such as technology capabilities, compliance, operational efficiency, staff skills, and vendor performance. This helps in forming a holistic view of the organisation's current state and identifying any areas that need attention.

04

Recommendations & Prioritisation Plan

Based on the analysis and assessment, we develop a set of strategic recommendations and an action plan to address the identified gaps and inefficiencies. The recommendations are prioritised and accompanied by a cost-benefit analysis to help you make an informed decision. The plan also includes a proposed implementation timeline, milestones, and responsibilities.

05

Playback, Report & Presentation

The audit findings, recommendations, and action plan are compiled into a comprehensive report. The key messages and recommendations from this report are delivered back to participants through a playback session. This helps create ownership and facilitating buy-in. The final report and presentation is delivered to the audit sponsor and/or the leadership team.

06

Post-Audit Support (Optional)

We're often requested to provide ongoing support after the audit to assist in implementing the recommendations. This can include periodic progress reviews, assistance in making the necessary adjustments to your organisations team, as well as identifying partners and recommendations for vendors. Post-audit support helps ensure you achieve the desired improvements and the audit's full value realised.