Pentana streamlines FORUM Credit Union’s auditing

Their legacy system and associated processes, which were based around a series of networking folders under the Windows operating system and then the Microsoft Office suite of products, could not provide complete visibility of organisational auditing tasks or performance.

With pressures emerging due to the growth of the company as well as a burning desire to upgrade to a more modern auditing automation system, FCU management recognised that in order to increase visibility of operational performance and meet growing client needs, an electronic and automated auditing tool had to be sourced.

Benefits

  • Complete oversight of what is going on; how FCU’s audit team is performing, where and when, and providing a dashboard of performance data
  • Removing the manual work associated with work paper documentation has saved hours of time
  • FCU’s auditing techniques & processes mirrored electronically and automated in the Pentana system – saving further time