Configurable workflows

Build configurable workflows that align to your firm’s way of working, making them as simple or complex as you need. Ensure the right people are notified to review and approve team schedules and engagement budgets before they can be progressed. 

Set consistent standards

Dayshape helps your firm to maintain consistent quality across engagements by allowing you to mandate the performance metrics that must be adhered to, and flagging when these standards are not met.

Automatic notifications

Rely on automated email alerts and in-system notifications to keep you informed of project status, and flag the issues taking engagements off-plan. Project controls help to maintain your firm’s quality, financial and governance standards.

Client restrictions

Ensure you’re following compliance and security protocol by adding restrictions to resources and stop them being assigned specific work. Dayshape also keeps an audit trail of who’s worked on projects for full transparency and audit purposes.

Full audit trail

Full audit trails are available for every engagement so you can see who has made changes, and when. Engagements can be “rewound” to any time in the past, facilitating further analysis and continuous improvement.

Unify your teams by setting consistent project controls across engagements

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Governance & Quality – Frequently Asked Questions

All accountancy firms should have dedicated procedures and resources in place to ensure consistent governance standards are met. Resource management software can help firms to set and maintain governance standards across engagements by allowing them to mandate the performance metrics that must be adhered to. The system will also flag when these standards are not met using automated email alerts and in-system notifications to keep teams informed of any issues taking engagements off-plan. These project controls can help firms to establish more robust and consistent quality, financial and governance procedures.

Automated resource management software can help firms to ensure compliance and security protocol are followed by using features such as audit trails and restrictions. Dayshape keeps an audit trail of which individuals have worked on projects for full transparency and audit purposes. Restrictions can be set to prevent resources from being assigned specific work, ensuring independence protocols are met.

Dayshape’s configurable approval workflows also constitute an automated quality control that ensures engagement plans are reviewed by the right people and that the necessary skills, qualifications, and team composition are assigned to meet quality standards. By providing greater control and visibility in one system, Dayshape empowers engagement teams with the insights they need to trigger the right escalation process and prevent risks to audit quality. Read more about how Dayshape can support your firm’s system of quality management.

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