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When it comes to implementing new audit technology, the crawl-walk-run principles should be etched into every strategy. They need an approach that fully prepares and supports the business for change.
Change is only scary for the unprepared.
Inflo’s Proven Process is designed to streamline the learning, evaluation, and onboarding of new audit technology. Our tried and tested approach recognizes the importance of investing time at the start of the process for us to listen to firms, understand them and their requirements, and then use our expertise to guide and support them. Before moving towards implementation, it’s vital that every firm understands what we do, how we can help them, and the steps required for a smooth evaluation and adoption.
Our process involves five key steps: the framework is consistently applicable to every firm, yet tailored and scalable to meet their specific needs. For example, a top-ranked firm or large global network with complex portfolios may require significant effort to understand and address the diverse needs of all stakeholders or member firms. In contrast, a sole practitioner firm follows the same steps but benefits from the framework's simplicity and agility, allowing them to move through the process at their own pace. This scalability ensures that the framework adapts seamlessly to firms of all sizes and complexities.
For the purpose of this guide, let’s use Inflo Workpapers as a case study in applying the five steps:
*The process is set out as these five steps for a reason. It’s not practical to discuss licenses in detail before making an informed decision of planned usage. For instance, a rate card means nothing, or can even be misleading, if you don't know how many times you'll incur that rate charge.
We understand that changing an audit workpapers solution is a significant undertaking, and one that most people encounter only a few times in their careers. That’s why we advocate for a meticulous approach from the outset.
And that goes for any audit system change. If a firm is using the Inflo Collaborate or Data Analytics modules, for instance, and wishes to explore Inflo Workpapers, we don’t fast track them through the Proven Process just because they’re an existing customer. It’s our commitment to make sure every single change, extension or brand-new implementation is right for the business.
We’re so often approached by firms that have been stung by poor product rollouts in the past, and all they’re looking for is a good product and great support behind them every step of the way. That’s what Inflo’s Proven Process aims to solve.
Here at Inflo, our team of experts are knowledgeable, supportive, and demonstrate unwavering commitment to assisting firms throughout the onboarding process. Our partnership approach drives more collaborative relationships with our customers.
If you’re looking to transform your audit processes, but you’re hesitant about the commitment, Inflo’s Proven Process is designed to put your mind at ease. Book a demo to speak to one of our experts today to learn more about it.