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1 Customer

  • A leading provider of specialty insurance

2 Business Situation

  • Quality audits performed manually using multiple excel sheets and Microsoft Access-based tools made it difficult to consolidate and analyze data
  • Impact - Input files for Quality Audit received through emails, data was distributed and collated through Excel files & shared/ stored in excel format. Managing workflow & reporting was time consuming as data stored in multiple excel files. Checklist not followed strictly in audits.

3 Solutioning

  • The Copasys solution - a centralized QA platform which supports:
    • Assignment of data (once uploaded) through Copasys to different auditors; auditors perform the audit & save the results on the platform. Reports generated through PowerBI and exported, thereby reducing several manual steps.
    • All audits results stored on the Copasys platform, eliminating the need for storing data in excel files.
    • The audit has a step-by-step flow so that none of the mandatory checks are missed, ensuring accuracy of audits.
    • Ease in generating various reports for management review

5 Value Delivered

Increase efficiency by eliminating manual steps in workflow management
Improve accuracy in audits
Manage data & report audit results efficiently through a centralized platform

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