Aquila wanted to streamline their user experience for managing document requests and queries during the audit process. Aquila also had a need to improve their internal audit workflow management, reduce manual administrative work, all without increasing headcount.
Utilising Sales Cloud workflow to automate the full audit process and leveraging community portals to redesign the audit workflow process.
Allowing for a seamless document exchange
and management throughout the audit process. The portal project allowed clients see all audits currently in progress with their status and easily be able to upload missing documents, answer queries. Xero and Formstack were deployed to allow full access to their invoices, audit documents improving the end-to-end audit process.
