This sample audit report focuses on the project timeline for upgrading related systems during a back office process optimization review. This project timeline depicts how to schedule the appropriate amount of resources and outlines the communication strategy for presenting project findings to the field. This document can be used as a general guide to understand and review the process.
In this report, the project team recommends proceeding with the detailed design/build phase for all in-scope processes concurrently. These processes include: procure-to-pay, payroll, accounts receivable, general accounting and planning/budgeting/forecasting.
During this phase of the project, the team plans to focus on process design, system requirements, organization structure, performance measurements, operating procedures and pilot tests/proof-of-concept.