Leading Certification Company Cuts Costs 5X and Improves Auditor Utilization by 35% With Checkfirst’s AI Solutions

5X - saved per month on administrative tasks

35% - increase in auditor utilization

25% - improvement in auditor satisfaction

The Company

The company is an international compliance and certification organization. They manage a team of 50 auditors who are tasked with auditing, compliance, and reporting for their clients from different industries.

They help in ISO certification and implementation of standards to help organisations comply with international quality benchmarks. Their entire process was built around Salesforce, serving clients across multiple industries with quality certification services.

The Challenge: Manual Processes Creating Operational Inefficiencies

The company faced significant challenges with their manual workflows that were impacting both their operational costs and team productivity:

Their scheduling process relied entirely on manual coordination within Salesforce, resulting in frequent inefficiencies and scheduling conflicts between their auditors. Without proper automated scheduling software, their team struggled to optimize time allocation.

Post-audit activities were equally problematic. Auditors had to manually select templates for different types of audits, leading to inconsistent data collection. Their lack of an AI inspection tool meant all data verification was done manually. After completing audits, the time-consuming process of manual data entry into Salesforce delayed report generation and client communication.

These inefficiencies created a cascade of business problems:

• Underutilization of their auditor workforce, with utilization rates hovering around 60%

• Higher than necessary operational costs due to administrative overhead

• Limited revenue potential as auditors spent excessive time on non-audit tasks

The Solution: End-to-End AI Integration with Salesforce

After evaluating available options, the company implemented Checkfirst's integrated AI solutions, ScheduleAI and InspectAI, that worked seamlessly with their existing Salesforce environment:

• Seamless Salesforce Integration: Checkfirst’s platform connected directly with Salesforce, ensuring that deals entered into the system were automatically processed through the new workflow.

• AI-Driven Scheduling with ScheduleAI: Our smart AI scheduling tool, ScheduleAI, assigned auditors based on availability, expertise, and location to optimize their entire scheduling process. 

• Automated Reporting with InspectAI: Once scheduled, our AI inspection software automatically triggered the right audit template and processed back completed audits into Salesforce. This resulted in the elimination of manual data entry and standardized the reporting process.

"The integration with Checkfirst has made our scheduling process faster and more efficient," remarked the Operations Lead.

Measurable Results: From Manual to Automated Workflows

The implementation of Checkfirst's AI solutions produced immediate and substantial improvements:

• Significant Cost Reduction: The use of AI tools for scheduling and reporting processes resulted in a 5X reduction in operational costs compared to their previous manual workflow.

• Improved Resource Utilization: Auditor utilization increased from 60% to 95% – a 35% improvement – through smarter scheduling with the AI schedule planner and reduced administrative burden.

• Enhanced Efficiency: The amount of time spent on scheduling manually and entering data was cut down by almost 80%. Thus, the company was able to manage 30% more audits, with no increase in staffing costs.

"By automating our audit reporting, we save hours per audit. This gives our team the ability to work on more projects without more stress," said a Senior Auditor.

More Than Metrics: Qualitative Improvements

The impact went far beyond the spreadsheets. Team members highlighted several meaningful improvements that couldn't be quantified:

• Higher Team Satisfaction: Reducing the administrative workload by 50% allowed auditors to focus on their core expertise, leading to a 25% improvement in auditor satisfaction

• Standardized Process: The AI inspection system, automatically triggering the correct audit templates ensured consistent data collection across all audits, improving overall quality

• Better Client Communication: Faster report generation and processing led to improved turnaround times for client deliverables

"Our auditors appreciate how smooth everything is in Salesforce now.  Since we switched to AI scheduling and reporting, everything is better," noted the Project Manager.

Looking Forward: A Foundation for Scalable Growth

With the successful implementation of Checkfirst's solutions, the company has established a scalable foundation for continued growth in their compliance and certification services. They can now:

• Manage increased audit volumes without proportional increases in administrative overhead.

• Find additional automation opportunities within their Salesforce environment using our AI tool for scheduling.

• Focus resources on client experience and service quality rather than process management.

The efficient and scalable AI-based workflow puts the company in a strong position, which will help to scale up their compliance and certification services.

Interested to know how Checkfirst can improve your audit and compliance processes? Contact us today for a demonstration.