Audit Methodology & Workflow

Structured approaches to conducting thorough and efficient utility bill audits.

Thread Replies Last Post

Demand Ratchet Analysis - Best Practices? by Christine L. — 12 years ago

11 years ago
by Karen S.

Batch processing multiple accounts efficiently by Vernon C. — 11 years ago

11 years ago
by Sylvia D.

Quality control checkpoints by Manny G. helper — 12 years ago

12 years ago
by Meredith C.

Systematic approach to high-volume facilities by Marcus W. — 12 years ago

12 years ago
by Faye

Dealing with utility pushback on findings by Eugene W. — 13 years ago

12 years ago
by Earl B.

Client Data Security in Audit Workflow by Laura H. — 12 years ago

12 years ago
by Nancy P.

Standardizing audit workflow across multiple clients by Brian S. — 13 years ago

12 years ago
by Victor T.

How many months of billing history do you request? by Derek O. top — 12 years ago

12 years ago
by Derek O.

Red flags that make you dig deeper? by Manny G. helper — 12 years ago

12 years ago
by Sandra H.

Red flags that indicate billing errors by Lenny — 14 years ago

12 years ago
by Michelle T.

Documentation standards - what do you keep? by Jim — 13 years ago

13 years ago
by Terry M.

Time Tracking for Audit Projects by Connie A. — 13 years ago

13 years ago
by Patricia O.

Standard Audit Workflow - What's Your Process? by Ed T. — 15 years ago

14 years ago
by Lenny

Standard checklist template - what's on yours? by Rick — 14 years ago

14 years ago
by Linda F.

Documentation standards - what do you track? by Harriet B. — 14 years ago

14 years ago
by Ruth

My 12-step audit process — the checklist I use on every account by Randy Dawson — 14 years ago

14 years ago
by Reggie H.

How do you handle multi-site audits efficiently? by Bonnie F. — 15 years ago

15 years ago
by Val M.

My 5-step audit workflow for new clients by Sarah M. top — 15 years ago

15 years ago
by Randy Dawson

Organizing client data - best practices? by Phil N. top — 15 years ago

15 years ago
by Marie T.