Define the questions the audit should answer
We start with the records, reports or business process you want to review. That could involve a database, spreadsheets, customer records, inventory data or information moving between systems.
Together, we agree the audit scope, access permissions and the checks that matter to your business. This keeps the work focused on useful questions rather than collecting information without a clear purpose.
- An inventory of the agreed data sources and reporting needs.
- Defined quality checks and access arrangements.
- A clear account of the audit's scope and limitations.
Look for inconsistencies and weak points
The review can examine missing fields, duplicate records, inconsistent formats and differences between source data and reports. We can also review how records are entered, changed, exported and backed up.
Where a sample is used, the report explains what was sampled. Findings are documented so your team can understand the issue, its likely effect and the work needed to resolve it.
- Completeness, consistency and duplicate-record checks.
- Review of agreed access and data-handling practices.
- Comparison of selected source records, exports and reports.
Turn findings into a workable plan
The outcome is a practical set of findings and recommendations. Improvements might involve validation rules, clearer ownership, better reporting definitions or a controlled data-cleanup exercise.
Changes to live records are agreed separately and planned with backups and verification. Tell us which records or reports are causing concern, and we can help define the right starting point.
Let's talk about your project.
Tell Classy UG what you need, whether you are starting something new or improving an existing system. We will discuss the scope and next steps with you.