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Assignment Close Audit

Automated Assignment Closure Validation and Audit

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Assignment Close Audit

Assignment Close Audit

A well-executed close audit ensures that every completed assignment provides long-term value beyond its immediate conclusion. By validating key data points, we enable more accurate reporting and analytics, enhance candidate experience, and improve the reuse of candidates for future assignments. Having well-structured, complete records allows businesses to track historical trends, leverage past placements, and confidently present prior successes in pitches for new search assignments. Additionally, maintaining high-quality information ensures seamless compliance, better segmentation of data, and a stronger foundation for business intelligence. With automated audits, structured notifications, and full visibility of tracked assignments, this solution optimises performance for high-volume data management while enabling data-driven decision-making and improved candidate lifecycle management.

Automated Data Validation Checks

Automated Data Validation Checks

Our automation systematically reviews closed assignments, ensuring that essential data fields are properly filled. Assignments must be linked to the correct companies and contacts, including any relevant investors or associated entities, to provide a complete and usable record. Any missing or incorrect details are flagged for further action, ensuring data consistency and integrity.

Flexible Business Process Alignment

Our automation framework is designed to adapt to bespoke customer requirements, ensuring that audit checks align with each business’s unique processes. Whether validation rules need to be adjusted, exceptions introduced, or additional custom logic applied, we provide a tailored solution that evolves with business needs. This flexibility ensures that companies can enforce consistent data integrity while maintaining the agility to refine their compliance framework over time.

Flexible Business Process Alignment
Notifications and Compliance Tracking

Notifications and Compliance Tracking

To ensure prompt resolution of data discrepancies, our automation delivers structured notifications to the assignment team. These notifications provide clear visibility into missing or incorrect data fields, allowing for swift corrective action. If no assigned team member is available, the system intelligently selects an alternative recipient, ensuring accountability and prompt resolution. Notifications can be sent via multiple channels, including email, Slack, and Microsoft Teams, to integrate seamlessly into existing workflows. Additionally, all notifications are logged for tracking purposes, ensuring transparency over compliance status, outstanding issues, and resolution timelines.

Audit and Change Logs

All audit checks and changes are systematically tracked to provide a full history of assignment data integrity. This includes monitoring updates, tracking error resolutions, and recording when assignments achieve full compliance. By maintaining a clear and searchable log of all adjustments, businesses gain deeper insight into trends, potential process gaps, and areas for improvement. These logs support better decision-making, operational efficiencies, and regulatory compliance.

Audit and Change Logs
Visibility Through Embedded and Web Applications

Visibility Through Embedded and Web Applications

Our solution provides a dedicated application that offers full visibility of all tracked assignments and outstanding audit issues. These applications can be embedded into existing platforms or accessed via a web browser, ensuring seamless integration into daily workflows.

Scalable Performance for High-Volume Data Processing

Our automation is designed to handle large volumes of assignments efficiently, ensuring that audits are conducted within defined timeframes without performance degradation. Through batch processing and advanced filtering, the system minimises unnecessary processing, focusing only on assignments that require validation. By optimising automation for scalability and efficiency, we ensure that businesses can maintain accurate and compliant records, even as data volumes grow.

Scalable Performance for High-Volume Data Processing

TESTIMONIALS

Trusted by Industry Leaders

Our collaboration with Exenai has been a game-changer. Their understanding of our needs and ability to deliver tailored, integrated solutions (like building our learning platform directly into Bullhorn) has truly transformed our sales tools and processes, positively impacting how our consultants, clients, and candidates experience our services. Their expertise and support during our Bullhorn migration were invaluable, and I’m excited to continue building on what we’ve achieved together.

Ana Paceoaga

Ana Paceoaga

Global People Development Manager

Hamlyn Williams

Hamlyn Williams

Exenai has been there for us since the beginning, offering support, innovation and guidance. Thanks to them, we've been able to focus on growing our business and quickly analysing and automating processes that were holding us back. This has been a real game-changer, especially when it comes to making our compliance processes more efficient. We can't wait to keep working together and make even more great things happen!

Simon Eberherr

Simon Eberherr

Contract & Compliance Manager

ZABEL

ZABEL

Exenai has been instrumental in supporting Meraki Capital, particularly in our work with Hamlyn Williams and the Bullhorn rollout. Thier deep Bullhorn expertise and structured approach have significantly improved operational efficiency through automation, freeing our sales team from manual tasks. Highly responsive, honest, and consistently deliver beyond expectations. More than a service provider, Exenai is a true partner committed to driving success. I highly recommend the Exenai team for both innovation and execution.

Nick Gordon

Nick Gordon

Founder

Meraki Capital

Meraki Capital

Working with Exenai has been a game-changer for our business. They have been instrumental in helping us build everything from our core systems to next-level automations that have streamlined our processes. The collaboration is simple and straightforward, making it a pleasure to work together. Their extensive industry knowledge has been invaluable, providing us with insights that have significantly benefited ZABEL. We couldn't be happier with the results!

Susi Krieg

Susi Krieg

Co-Founder & Director

ZABEL

ZABEL

Exenai’s unmatched ability to understand our needs and goals has enabled us to take our data capture, data quality, and reporting to the next level with efficiency-increasing notifications, custom applications, and automated bulk updates that have significantly reduced the need for manual completion of simple tasks. I look forward to seeing what our extremely collaborative partnership can accomplish together!

Suzanne Hebert

Suzanne Hebert

VP, Digital Transformation

Acertitude Inc.

Acertitude Inc.
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