Audit Methodology & Workflow

Structured approaches to conducting thorough and efficient utility bill audits.

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Time management - how long should each audit phase take? by Bob S. — 3 years ago

1 year ago
by Kent L.

How long should a single-account audit take? by Carol J. — 1 year ago

1 year ago
by Carol J.

Quality Control Checklist? by Ernest M. — 2 years ago

1 year ago
by Kent L.

Standard documentation checklist for new audit team members? by Bonnie F. — 1 year ago

2 years ago
by Bobby R.

Streamlining repetitive audit tasks by Natalie P. — 2 years ago

2 years ago
by Beatrice S.

Standardized checklist for commercial audits? by Marcus W. — 2 years ago

2 years ago
by Lee C.

Interval meter data analysis - what software tools work best? by Steve Y. — 4 years ago

2 years ago
by Alice D.

Software tools vs manual spreadsheets by Tim H. — 2 years ago

2 years ago
by Frank E.

Peer review process - who checks your work? by Brett O. — 2 years ago

2 years ago
by Dave C.

Audit report templates and formatting by Joan W. — 2 years ago

2 years ago
by Tom G.

Seasonal Analysis Best Practices by Diana R. — 4 years ago

2 years ago
by Iris W.

How long do you spend on initial data review? by Rob T. — 2 years ago

2 years ago
by Floyd H.

Creating Audit Documentation Standards by Randy Dawson — 4 years ago

2 years ago
by Brenda S.

Common Workflow Bottlenecks by Brenda T. — 2 years ago

2 years ago
by Frank S.

Seasonal workflow adjustments? by Don R. — 3 years ago

2 years ago
by Bobby T.

Standard workflow checklist - what am I missing? by Kevin D. — 3 years ago

3 years ago
by Randy Dawson

Step-by-step workflow for new auditors? by Angela F. — 1 year ago

3 years ago
by Dr. O.

Workflow efficiency: batch processing vs account-by-account? by Randy Dawson — 5 years ago

3 years ago
by Frank C.

Workflow for multi-meter facilities by Karl D. — 3 years ago

3 years ago
by Karen S.

Dealing with Estimated Bills in Your Analysis by Bobby T. — 3 years ago

3 years ago
by Claudia B.

Red flags that indicate billing errors in first 30 minutes of review by Donna H. — 3 years ago

3 years ago
by Frank S.

Workflow for multi-site industrial clients by Barbara N. — 4 years ago

4 years ago
by Randy Dawson

Version control for long-term audits by Jennifer C. — 4 years ago

4 years ago
by Laura H.

Do you audit the bill or the tariff first? by David K. — 4 years ago

4 years ago
by David K.

Documentation standards for audit findings by Randy Dawson — 5 years ago

4 years ago
by Gary S.

Best practices for documenting findings? by Connie A. — 4 years ago

4 years ago
by Sandra H.

Red Flags That Extend Audit Timeline by Terrence J. — 5 years ago

4 years ago
by Jennifer C.

Client in Jackson — Eversource voltage discount missing for 3 years straight by Norma H. — 4 years ago

4 years ago
by Ivan T.

Common audit workflow mistakes to avoid by Randy Dawson — 5 years ago

4 years ago
by Kevin T.

Seasonal rate schedule transitions - timing is everything by Gina P. — 5 years ago

4 years ago
by Randy Dawson

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