About the client
The client provides long-term care, retirement, and assisted living services for older adults across Ontario, Canada. Operating multiple care villages and facilities, the organization is responsible for maintaining high standards of clinical quality, compliance, and operational governance.
To support regulatory audits, internal quality programs, and continuous improvement initiatives, the organization required a modern digital platform to streamline audit execution and reporting.
Client challenges
The client’s audit processes were heavily dependent on Excel spreadsheets distributed across multiple departments, resulting in fragmented data, manual overhead, and inconsistent reporting. Audit templates required frequent manual updates, while adding improvement points and creating corrective action plans was cumbersome and time-consuming. Sorting, filtering, and analyzing large volumes of audit data in Excel further slowed execution and limited visibility. To improve audit efficiency, data accuracy, and compliance oversight, the organization needed a centralized, automated audit management platform.
Solution
- LevelShift designed and implemented a Power Apps–based Audit Automation Platformto digitize audit workflows across facilities and departments.
- Developed a Canvas App–based audit application to automate end-to-end audit execution
- Built configurable audit forms with support for village-level and form-level improvement tracking
- Enabled dynamic audit templates for easy updates and version control
- Implemented Power Automate flows to notify assigned users when audits are completed
- Delivered an export capability to generate filtered audit reports for sharing and review
- Centralized audit data to support sorting, tracking, and analytics
- This solution replaced spreadsheet-driven audits with a governed, scalable digital audit platform.
Benefits
- Automation reduced audit completion time by 40%.
- Digitized workflows eliminated spreadsheet dependency and cut manual work by 60%.
- Structured data capture improved audit data accuracy by 50%.
- Centralized reporting enabled easier sorting, filtering, and compliance monitoring.
- Real-time insights supported faster, more informed quality and operational decisions.