Firms love our suite of visualizations that turn client interactions into actionable business intelligence.
Do your staff start engagements when they are scheduled, or after clients have provided sufficient information?
Visualize the most efficient and effective time to start reviewing information at a glance and start work after most of the required information has been received.
“With AuditDashboard, we consistently start projects after 80%+ of the required information has been received. Starting jobs after our clients deliver most of the information has made us 3x more efficient and effective.”
Is your team stuck waiting for information because clients haven’t delivered what is required? Profitability erodes when teams are forced to start and stop engagements as they chase clients for information.
Identify and recover overruns caused by client delays with data-driven insights.
“With AuditDashboard’s Insights, I can instantly see how much information is late and how many days it’s late. Sharing the report with my clients makes it easy to recover overruns caused by client delays. The data never lies.”
“With AuditDashboard we can quantify our client experience on each engagement and benchmark across our entire practice."
Are you always trying to figure out if things are on track and adjusting schedules to balance workloads?
Quickly anticipate delays across your portfolio due to missing client information or pending team reviews – so your teams can respond without wasting time sitting through multiple status meetings.
“With AuditDashboard’s Insights, I can monitor the status of my portfolio at a glance and deliver a better, more responsive client experience. It’s easy to adjust schedules, and we’ve avoided numerous last-minute surprises by ensuring we review information when it’s provided.”
Book a demo to learn how Insights can help your firm make data-driven decisions with actionable business intelligence.
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Discover how Kreischer Miller uses Insights by AuditDashboard to be more proactive and improve specific engagements and the firm on a macro level.
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Defining the client experience you want to deliver is key to thinking differently about your service delivery model. Join partners, department heads, and managers...
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AuditDashboard Achieves 9th SOC 2® Type 2 Certification, Reinforcing Its Dedication to Security Amidst Global Expansion
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