Automating audit Processes using Power Apps resulted in improved efficiency and decision-making process for a Healthcare company

About the client

The client is a leading provider of nursing and rehabilitative services offering retirement suites, assisted, memory care, and long-term care

Client requirement

The client was facing several challenges in their existing audit processes.  

  • Managing audits through multiple Excel spreadsheets for various departments resulted in data fragmentation and operational inefficiencies.  
  • The manual intervention required to update audit questions’ templates led to potential errors and delays in adapting to changing requirements.  
  • Adding improvement points and creating work plans as part of the audit process proved to be a challenge, hindering the client’s ability to implement necessary improvements. 
  • The time-consuming task of sorting and filtering a large volume of data within Excel spreadsheets made it difficult to extract meaningful insights from the audit data. 

In collaboration with the client, PreludeSys provided a comprehensive solution to address these challenges. 

  • The central piece of the solution was the development of a custom Audit Application using Canvas Apps, which automated various audit processes, reducing manual data management.  
  • The new application allowed users to add improvement points at both the form level and the village level, enhancing data granularity and pinpointing areas for improvement.  
  • Power Automate flows were integrated into the system to send notifications to assigned users once an audit was completed, ensuring timely communication and follow-up.  
  • The solution also included export functionality, enabling users to view filtered data as a document and easily share it within the organization. 
  • Automation and streamlining of existing audit processes reduced manual effort, improved data accuracy, and enhanced overall efficiency.  
  • The new application allowed for efficient data sorting and tracking, eliminating the time-consuming process of manually sifting through Excel spreadsheets.  
  • The client gained access to detailed reports that provided valuable data insights, empowering them to make informed decisions and implement necessary improvements based on the audit findings.  
  • This solution positioned them well to conduct audits more efficiently and make data-driven decisions for ongoing process improvement.