Case Study – Compliance
// CASE STUDY: COMPLIANCE & REGULATED PROGRAMS
Form-Driven Oversight That Passed Audit with Zero Corrections
Case Study: Compliance
A private credentialing business was responsible for contracting professionals and managing their regulatory credentials across several departments. However, the organization struggled with fragmented processes, inconsistent documentation practices, and a lack of centralized oversight. Compliance management was particularly challenging—records were scattered across systems, and each audit triggered a frantic scramble to piece together paper trails, often yielding unpredictable and unreliable results.
The Challenges
- Paper forms with unclear approval history or modification tracking
- Document submission handled via email and shared folders
- Audit preparation consumed weeks of staff time
- No visibility into which records were missing, incomplete, or lacking compliance/noncompliant
The FireFlight Solution
We delivered a tailored solution using these FireFlight modules:
- CRM / Contact Logs : Centralized all contractor and vendor records
- Documents History : Timestamped uploads of credentials, certifications, and supporting docs
- Notes History : Audit-proof logging of reviewer comments and change notes
- Credentialing : Automated qualification workflows and expiration tracking
- Email & SMS Integration : Bulk notifications for renewal reminders and status updates
- Scheduling & Dispatch : Scheduled credentialed professionals for assignments and compliance reviews
- Document Compliance : Enforced form validation and approval gates
- Invoices & Quotes : Managed billing and resolved payroll discrepancies for credentialing services
The Outcome
- Passed first post-launch audit with zero corrective actions
- Reduced document prep time by 85%
- Resolved payroll and billing issues, ensuring accurate compensation and invoicing
- Staff trained in under 1 hour
- Process improvements adopted by other business units
“Audits used to be terrifying. Now we’re ready before they’re scheduled.”
— Compliance Officer, Private Credentialing Division. This system was built using FireFlight with full audit trails, secure access, and compliance logic embedded at every step.
— Compliance Officer, Private Credentialing Division. This system was built using FireFlight with full audit trails, secure access, and compliance logic embedded at every step.
