Utilisation from 60% to 95%, with scheduling built into Salesforce
Certification scheduling cost reduction: utilisation up from 60% to 95%, admin cost cut fivefold and 30% more audits delivered.
Test it on your dataA Latin American certification body raised auditor utilisation from 60% to 95%, cut administrative cost fivefold and delivered 30% more audits with ScheduleAI.
Key takeaways
- Auditor utilisation rose from 60% to 95%.
- Time spent on scheduling fell by 80%, and administration costs dropped fivefold.
- The team handled 30% more audits without adding planners.
- ScheduleAI worked inside the existing Salesforce environment, so nothing was re-keyed.
The challenge
Scheduling relied on manual coordination inside Salesforce. Auditors were under-used, admin overhead was high, and auditors spent too much time on non-audit tasks.
The numbers
How it was connected
- Step 1Connect SalesforceAudits, clients and auditors read directly
- Step 2Configure rulesCompetencies, windows and travel
- Step 3AllocateEngine proposes, planners approve
- Step 4AdaptChanges re-planned in minutes
Beyond the numbers
- ✓Less admin for the team
- ✓Faster response to client requests
- ✓Internal and external auditors used deliberately
- ✓A base for growth without extra planners
What this means for your body
Planning time
If monthly planning takes days, the allocation step can usually be cut to minutes.
Internal capacity
Using qualified internal auditors first reduces subcontracted days.
Travel
Clustering nearby audits cuts kilometres, hotel nights and emissions.
Compliance
Checking every allocation against the rules removes a common assessment finding.
See our guide to audit scheduling software and how to test it on your own data.
Check these results on your own data
- ✓Share an extract of auditors, competences and one or two months of audits.
- ✓Agree success criteria: planning time, share allocated automatically, utilisation, subcontracted days and travel.
- ✓Compare the engine's plan with your real plan, audit by audit.
- ✓Decide on a pilot only if the numbers hold.
For certification bodies, audit scheduling software that checks competence, rotation and windows on every audit takes most of this work off the planning team.
ScheduleAI connects to the CRM or ERP you already run, so planners keep one source of truth and the engine does the matching.
Book a demo Estimate your savingsQuestions
Do we need to leave Salesforce?
No. ScheduleAI reads from and writes back to the systems you already use.
Were these results measured on real data?
Yes. They come from the customer's own production data.
Can we see similar results?
A free two-week custom demo on your own data shows what's achievable for your programme.