AuditWell – Platform Story
Making transactional audits more efficient
from end to end.
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The Challenge
Audit operations are complex.
They don’t have to be.
Spreadsheets, manual sampling, siloed workflows, and delayed reporting slow every audit team down.
📋 Manual spreadsheets
🔀 Siloed workflows
📊 Delayed reporting
Lost time
Step 1 — Ingest
Start with your data
AuditWell accepts population files across every transaction type your team audits — automatically or on your schedule.
Claims
Population file
Calls
Population file
Case Setup
Population file
Underwriting
Population file
Enrollment
Population file
RPA API
Integration
External Auditor API
Integration
Step 2 — Automate
Automated Load & Sample
AuditWell automatically ingests your population files, stratifies samples using your rules, and allocates work — eliminating manual queue-building entirely.
01
File received & ingested
02
Sample stratified by rules
03
Work auto-assigned to auditors
04
Manual uploads accepted too
Step 3 — Configure
Configurable audit workflows
Each audit type runs its own workflow — built to your standards, not ours.
Audit Workflow
Claims
AuditFindingsRemediation
Audit Workflow
Calls
AuditCoachingRemediation
Audit Workflow
Underwriting
AuditFindingsRemediation
Audit Workflow
Enrollment
AuditFindingsRemediation
Step 4 — Assign
Build your teams in the platform
Add your auditors and operations staff — everyone who audits and everyone who gets audited.
Client Auditors
Manage auditor queues, assignments, and capacity — all in-app.
audits
Client Operations
Operations staff receive findings, respond to audits, and complete remediation.
Step 5 — Execute
The audit cycle — in one continuous flow
Every step tracked, logged, and reportable in real time.
📂
Audit Work
Auditor reviews assigned transaction
🔍
Identify Findings
Errors or issues flagged in-app
📣
Route to Ops
Business team notified automatically
Resolve & Coach
Remediation logged; coaching tracked
Step 6 — Report
Everything feeds your reporting ecosystem
AuditWell doesn’t just run audits — it powers your analytics infrastructure.
CARD
Consolidated Audit Reporting Database — replicated SQL for ad hoc analysis & dashboards
Reporting DB
Reporting API
Automated real-time data publishing to your internal data warehouse
Auto-publish
Audit Trail
Full logged history of every audit action for compliance & oversight
Compliance
The Result
Real-time visibility across your entire audit program
Three automated dashboards. Zero manual reporting.
Operations
Audit Operations Dashboard
Live team workloads, queue management, and SLA tracking
Results
Audit Results Dashboard
Finding trends, error rates, and performance insights by audit type
SLA
Datamethod SLA Dashboard
Automated compliance reporting against contracted service levels
www.datamethod.com
Fewer tools. Clearer workflows. Faster insight.