Sana Kliniken AG uses novaAudit, an audit management solution integrated into Microsoft, in internal audit management to make the auditing process faster, more transparent and simpler in future.
Sana Kliniken relies on novaAudit for audit management
novaAudit reduces audit efforts
Challenge
- Data collection and management with different systems that are not linked to each other, such as e-mail, Excel and Word
- Lack of standardized information storage and the ability to control and automate processes in a targeted manner
- High workload due to manual activities
Project goals
- Introduction of a SharePoint-based solution for efficient audit management
- Optimization of the overall process and collaboration between all parties involved
Solution
- Decision in favor of novaAudit, a highly flexible, SharePoint-based audit management solution (Learn more about the newest edition of novaAudit which is Power Platform based)
- Standardized, centralized data storage and processing, guided processes and in-process control functions
- Automated, customizable reporting and multi-year audit planning
- Close coordination with novaCapta throughout the entire project
Benefits
- High flexibility and simple integration of existing internal processes
- Fast, transparent and simple revision process
- Gain in structure, dynamism and efficiency
- Realization of considerable time savings
- User-friendly operation and high acceptance
novaAudit means an enormous reduction in workload for our internal audit department. All key process steps are mapped in a central IT solution, meaning that media disruptions are largely eliminated.
Matthias Bescherer
Group Auditing Officer
Sana Kliniken AG
Optimization of the auditing process
Sana Kliniken AG ensures its high performance standards with its far-reaching quality management and at the same time sets the course for continuous self-improvement. Until recently, Sana's internal audit department compiled its results using different systems that were not linked to each other, such as e-mail, Excel and Word. Manually compiling the data into a meaningful report caused a considerable amount of work. In addition, there was no way to transparently implement the audit structure through managed processes. With an audit management solution integrated into Microsoft, this time-consuming auditing process should be faster, more transparent and simpler in future.
Individualized audit management solution
The employees at Sana Kliniken already use Microsoft SharePoint as an intranet platform and as a central information solution. Using the strengths of SharePoint for auditing was therefore an obvious choice: “SharePoint is one of the most powerful platforms on the market. novaAudit integrates seamlessly into SharePoint, can be scaled flexibly and can be operated intuitively by any employee,” explains Michael Matuschek, Director Sales at novaCapta. (Learn more about the newest edition of novaAudit - Power Platform based)
Bernd Opitz, Head of Group Auditing at Sana Kliniken AG, adds: “What also particularly appealed to us was the fact that we, as Group Auditing, can carry out the technical configuration in novaAudit ourselves if required - without any help from the IT department.”
One revision process - one platform
Today, novaAudit combines all the necessary functions in one system to carry out a complete audit process and formulate it in a report. It therefore standardizes information storage and speeds up data processing enormously. In addition, novaAudit maps the complete audit process in accordance with the best practice approach of the DIIR (German Institute for Internal Auditing), thus creating transparency.
The administrative workload remains low as routine activities are automated. Audited units provide feedback directly in the system on the degree to which measures have been implemented. This is linked to an approval workflow for audit managers. The guided processes enable a high level of process transparency and simplify the auditing process for employees overall.
An optimum of control with comprehensive reporting, statistics and dashboards
Comprehensive reporting on the process status is carried out via system-internal notifications. Various report types are available for the reports on the audit results, which can be configured individually if required. This makes it easier to measure and evaluate the progress and results of the audit.
The integrated statistics and dashboards provide Sana Kliniken AG employees with numerous options for evaluating the data collected. In addition, audit reports can be created in Word format with just a few clicks and fed back into novaAudit. The internal audit department at Sana Kliniken AG benefits from significantly more structured processes, more time-efficient work and considerably more transparent data management thanks to audit management with novaAudit. In addition, the audit management solution has broken down existing collaboration barriers and now enables the audit team to work together effectively.
Technologies
Client profile: Sana Kliniken AG
Sana Kliniken AG is the third largest private hospital group in Germany and one of the most important providers of integrated healthcare services. Sana Kliniken AG was founded in 1976 and is not listed on the stock exchange. Its aim is to provide cutting-edge medicine in a broad range of care. Sana Kliniken are open to all insured persons. The company is based in Ismaning near Munich.