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Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

List of AuditDashboard PBC Requests Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Kreischer Miller Professional Services 285 $60M United States AuditDashboard AuditDashboard PBC Requests Document Management 2023 n/a In 2023, Kreischer Miller implemented AuditDashboard PBC Requests in the Document Management category as part of an audit and assurance initiative in the United States. The firm explicitly used AuditDashboard Insights to analyze engagement level data, improve scheduling, and create early warning reports that increased proactivity on audit engagements. Deployment combined engagement analytics with request management, with AuditDashboard PBC Requests providing structured request lists, request status tracking, and document collection capabilities that link back to engagement level Insights. Configuration emphasized engagement centric workflows, automated request lifecycles, and early warning reporting to surface issues at the engagement level, while Insights supplied the engagement level dashboards and scheduling signals used by audit teams. Operational coverage focused on audit engagement teams across the firm in the United States, integrating PBC request workflows into existing engagement planning and scheduling processes. Governance was exercised by engagement partners and engagement project managers who used Insights driven early warning reports to adjust schedules and resource allocations. The combined use of AuditDashboard PBC Requests and AuditDashboard Insights produced more proactive engagement management through improved scheduling and earlier detection of engagement risks.
Neonaudit Finland Professional Services 10 $2M Finland AuditDashboard AuditDashboard PBC Requests Document Management 2021 n/a In 2021, Neonaudit Finland implemented AuditDashboard PBC Requests as a Document Management solution to manage PBC request lists and secure document exchange for audit engagements. The deployment targeted audit and assurance workflows within the Finland-based firm, aligning with Neonaudit's small-firm scale of approximately 10 employees to centralize coordination across engagements. Configuration focused on AuditDashboard PBC Requests document requesting features to create standardized PBC lists, track request status, and provide a centralized repository for client-submitted documents. The implementation leveraged secure document exchange controls and workflow automation for request issuance and follow-up, enabling audit teams to reduce reliance on ad hoc email chains and improve audit file organization. Governance changes consolidated document request ownership into defined engagement workflows, improving visibility across jobs and clarifying responsibility for outstanding items. The case study describes reduced email volume and measurable efficiency gains, with AuditDashboard PBC Requests operating as the primary Document Management layer for Neonaudit's audit process.
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