See how Crowe worked with a state-level government agency to implement a transformational internal audit management solution.
A public sector organization managed its internal audits of other government agencies through time-consuming, labor-intensive, and inefficient processes that centered on spreadsheets. Crowe implemented a customized platform to streamline the organization’s processes and workflows.
Our client is a public sector agency of a U.S. state focused on oversight, accountability, and advocacy. This organization has more than 200 employees, about half of whom conduct post-certification quality control and management evaluation reviews of critical public assistance programs.
Crowe implemented Onspring, a flexible, no-code platform that enables rapid configuration of business processes and workflows. We worked closely with the agency to customize the platform for public assistance case reviews and complaint resolution, and we replaced manual spreadsheets with a centralized, automated system.
Automation reduced manual work by 173 hours per month, and now staff can support higher need areas.
Error trend tracking and reporting takes 50% less time, which improves visibility into issues and corrective actions.
Standardized case tracking replaced more than 15 Microsoft Excel™ templates to streamline complaint intake and resolution with clear ownership.
- Laura Sudkamp, executive director of the client organization
Three different teams in this government agency relied heavily on Excel spreadsheets to internally audit activities of other in-state public sector organizations. Various case reviews and citizen complaints had to be entered into more than a dozen different spreadsheet templates. Moreover, much of the documentation resided on a Microsoft SharePoint™ system. While this system facilitated the sharing required for reviews, it had become disorganized over time, and employees had a hard time finding the necessary files.
Disconnected processes and documentation made it difficult to track progress, perform consistently, and generate timely insights. The agency needed a simple, integrated solution to streamline operations and reduce these challenges.
Recent legislation that reorganized the department moved this issue from operational challenge to mandated change. After going through options for updating the system, the agency chose to work with Crowe on a modernization effort.
By tailoring the Onspring platform to the client’s programs and review standards, we helped modernize oversight, with regulation-aligned, defensible documentation that supports accurate findings and reporting.
When the organization needed to transition from manual processes to a centralized quality review system under a tight timeline, Crowe helped make it happen. The team quickly configured the Onspring platform, migrated key spreadsheets and notices, and prioritized the most critical functions so they were operational by the required deadline. By delivering a stable solution on schedule, Crowe enabled the organization to meet its regulatory commitments without disruption or delays.
The organization knew what it wanted from a modern information management system, but it lacked the internal resources to build and configure it. Crowe provided the technical expertise to translate existing spreadsheets, templates, notices, and workflows into a centralized platform, which allowed the organization’s staff to focus on core responsibilities. Rather than simply implementing software, Crowe served as an extension of the team by providing the specialized skills needed to deliver the solution successfully.
The engagement didn’t end at implementation. As business needs evolve, Crowe continues to help the organization refine workflows, identify new capabilities, and make incremental improvements to the system. Through regular collaboration and responsive support, Crowe helps the organization maximize the value of its Onspring investment while making sure the platform continues to support changing operational and regulatory requirements.
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We can help your organization improve its governance, risk, and compliance program with an Onspring platform implementation. Get in touch with our team.