Zertic for Certification Leaders
From audit planning
to audit execution
Generate the right audit file and ensure smooth communication through automated workflows
Certification bodies with various services (operating in various countries and under multiple accreditation bodies) face challenges throughout the audit execution process.
These could include:
- Continuous updates and changes in audit criteria
- Communication issues with auditors, clients, and stakeholders
- Timely follow-up in NCs or verification audits
- Criteria versus process-based audit approach
- Setting up the audit program (3 years, sites, clauses, processes)
- Setting up the detailed audit plan with attendees and topics
- Managing Single standard, Combined standards, and IMS framework
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Challenges associated with diverse accreditation specifics
Zertic provides effective communication and enhanced efficiency for multi-standard, site, and accreditation.
Key Features!
Key Features!
- Zertic allows you to execute audits online and offline.
- Multi-lingual audit forms and reports
- Workflow support to manage the execution process
- NC overview (closed and open)
- Take over previous audit data.
- Predefined answer options per criteria based on score.
- Based on the selected accreditation body in the contract, the specifics for that accreditation body in calculating onsite and off-site hours, specific data registration, and more are automatically managed by Zertic.
- And many more.
| ⚠️ Current State | 🚀 Future State | 💡 How Zertic Fills the Gap | |
|---|---|---|---|
| Task Management & Oversight | Missed deadlines, scattered tracking, and manual follow-ups in personal spreadsheets. | Centralized execution dashboard, timely reminders, and reduced planning gaps. | Zertic offers a structured execution environment with built-in workflow triggers, deadline tracking, and clear ownership. |
| Communication & Client Access | Frequent back-and-forth, unclear responsibilities, clients can’t easily access required info. | Real-time updates and portal access improve collaboration and client satisfaction. | Zertic enables smart notifications, automated audit progress updates, and a client portal with all relevant info in one place. |
| Data Accuracy & Consistency | Manual data entry, duplication risks, rework due to incorrect or missing info. | Streamlined, integrated data handling for higher audit accuracy. | Zertic consolidates site-level and audit data across teams and tools—ensuring complete, up-to-date, and accessible records. |
| Standards & Reporting Complexity | Difficulty coordinating multiple standards, complex reporting needs, and expert time wasted. | Combined audits and harmonized reporting with less manual work. | Zertic automates multi-standard handling and generates audit reports using preconfigured templates, saving time and expert capacity. |
How would this process look
with Zertic?
Zertic streamlines certification body operations by offering audit execution solutions. It helps certification bodies stay competitive and provide quality service to clients. 
1. Audit plan
The audit program (processes, clauses, sites, onsite hours, and more) is transferred from the quote and planning into the audit plan details automatically.
2. Teamwork
When centralized planned, the team is pre-populated in the plan including the rights and roles. Otherwise, the lead auditors create the team via the team tab.
3. Send audit plan
Send the audit plan to the client with a push of a button. All chapters of the audit plan are automatically filled in based on the data from the quote, audit program, and planning.
4. Generate Checklist (Structure-wise)
Automatically generate a single checklist based on audit scope, linked sites, and site combinations, aligned with the audit program in the contract.
5. Checklist Integration (Content-wise)
Integrate the right criteria per site and standard. Ensure each checklist contains accurate, site-specific content for a tailored and compliant audit.
6. End of Audit Letter (EoAL)
After an audit is executed, you can send an email with EoAL to your customer. All findings and conclusions that an auditor had during the audit can be communicated to the customer via EoAL.
7.Create Report(s)
Reports can be combined and separated. Just by a push of a button, the complete report is generated.
8.Manage NC
NCs are managed according to the applicable rules per standard or according to the IMS guidelines. Including timely reminders for auditees to manage NC in the client portal.
9. Technical/Formal Review
In the digital form, there are dedicated review sections all with their own roles and responsibilities sections.
10.
Prepare
Certification Decision
A dedicated section of the digital form is to prepare the certification decision. After the decision workflow step, the Certification Manager is informed to start the certification process.
Zertic for Certification Leaders
In this blog, we summarized the process from a client application to provide a contract, to stay up to date and get the recent blog posts sign up here. Plus we will send you the end whitepaper after we publish all the content.