Audit Methodology & Workflow

Structured approaches to conducting thorough and efficient utility bill audits.

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Quick scan checklist — what's on your first 15 minutes with a new bill? by Helen K. — 1 month ago

1 month ago
by Helen K.

Methodology for reviewing time-of-use billing accuracy by Laura Brown New Member — 1 month ago

1 month ago
by Don S.

Best practices for documenting demand charge irregularities by Jan K. — 2 months ago

2 months ago
by Chad O.

Time management - how long should different audit phases take? by Sam L. — 11 months ago

3 months ago
by Sam L.

Quality control process for multi-auditor teams by Kirk G. — 1 year ago

3 months ago
by Lori C.

Workflow bottlenecks - where do you get stuck most often? by Alan R. — 3 months ago

3 months ago
by Randy Dawson

Using AI tools to speed up bill analysis - anyone tried this? by Franklin T. — 3 months ago

3 months ago

Dealing with incomplete utility records by Janice N. — 8 months ago

6 months ago
by Eddie E.

Eversource Schedule GS-1 misapplication — $9,400/month impact by Norma J. — 7 months ago

7 months ago
by Larry T.

Software tools for audit workflow management by Eddie K. — 1 year ago

7 months ago
by Lloyd F.

Quality control processes? by Tom G. — 11 months ago

8 months ago
by Carol J.

Biggest time wasters in audit process by Howard J. — 1 year ago

8 months ago
by Carl H.

Time management for large portfolio audits by Diana G. — 1 year ago

1 year ago
by Kelly B.

Excel Templates vs. Specialized Software by Gerald N. new — 1 year ago

1 year ago
by John D.

Audit trail documentation best practices by Mike W. — 3 years ago

1 year ago
by John D.

Peer Review Process - Worth the Effort? by Wesley F. — 1 year ago

1 year ago
by Carl H.

Client handoff process after audit completion by Kenneth R. — 1 year ago

1 year ago
by Angela R.

Handling uncooperative utility customer service during audits by Greg S. — 1 year ago

1 year ago
by Ivan T.

How do you handle massive multi-site portfolio audits efficiently? by Leon W. — 2 years ago

1 year ago
by Darlene A.

Software tools vs manual methods - what's your mix? by Elisa L. — 3 years ago

1 year ago
by Cliff H.

Peer review process for complex findings by Christie E. — 1 year ago

1 year ago
by Randy Dawson

Audit software workflow integration by Kevin N. — 1 year ago

1 year ago
by Lori H.

Quality control checklist before submitting claims by Carlos R. — 1 year ago

1 year ago
by Brenda W.

Standardizing Documentation Templates - Best Practices? by Derek S. — 2 years ago

1 year ago
by Gary M.

Batch Processing Multiple Accounts - Efficiency Tips by Kurt T. — 1 year ago

1 year ago
by Gary M.

Multi-Site Audit Workflow - Keeping Track of Everything by Jeff M. — 1 year ago

1 year ago
by Gary M.

Meter reading validation techniques by Ernest M. — 2 years ago

1 year ago
by Gary M.

Handling utilities that won't provide detailed records by Cecilia K. — 1 year ago

1 year ago
by Brett H.

Documentation standards - what level of detail do you keep? by Greg W. — 2 years ago

1 year ago
by Carl O.

Seasonal adjustment methodology by Hannah H. — 3 years ago

1 year ago
by Kurt T.

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