Ferax developed claudit as an internal tool to streamline and digitize their audit processes. As Ferax continued to experience success with claudit internally, Ferax recognised the potential to offer this solution to other audit companies, transforming it into a software-as-a-service (SaaS) platform.

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Sly led the transformation of ClaudIT into scalable, cloud-based auditing software. claudit now supports ordinary audits and limited statutory examinations as well as special legal audit programs providing a flexible and comprehensive tool for audit companies to manage their processes efficiently. Sly was pivotal in converting claudit into a SaaS solution, handling the conceptual groundwork required to ensure the platform’s flexibility and scalability.

One of the significant technical challenges Luca faced was separating data and implementing a new user management system. Previously, users and mandates were managed through Ferax's ERP system. However, moving to a SaaS model required creating a standalone solution for managing users and mandates while keeping the ERP integration intact. This involved complex system restructuring since data security and user access needed to be well separated for each tenant using claudit. Despite these challenges, Luca developed a robust system that ensured seamless user management and data integrity, making the software scalable and secure for multiple tenants.

Initially, the software was hosted on-premise, but due to Ferax’s IT strategy, all the systems had to be migrated into the cloud. Azure was ultimately chosen as the cloud provider, offering the flexibility, security, and scalability required to support claudit’s growth as a SaaS solution. Luca successfully managed the migration from Ferax’s internal data warehouse to Azure, ensuring a smooth transition without significant disruptions. This migration to Azure marked an important milestone in the claudit project, and for several years now, the software has been running efficiently on its cloud platform. The decision to move to Azure has provided Ferax with a more scalable and cost-effective infrastructure.

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Throughout this 10-year partnership, Luca was deeply involved in every stage of claudit’s development, such as technical implementation and ongoing requirements engineering, consulting, and support for new features. Today, after a decade of continuous development and refinement, claudit is a highly efficient, well-tailored SaaS solution that serves Ferax and other audit companies. The software’s unique licensing model, which charges per client or mandate rather than per user, provides significant cost advantages for companies because of its plannability, also when onboarding new staff during the busy season. This flexible pricing model makes it easier for companies to calculate costs and manage resources effectively.

Luca’s commitment to continuous improvement and close collaboration with Ferax have resulted in a platform that not only meets today’s auditing standards but is also well-positioned to adapt to future industry changes. ClaudIT can now handle state-of-the-art audits, providing users with an intuitive and efficient platform to manage their work. The user interface (UI) and user experience (UX) have also been carefully refined to ensure the software is easy to use, even as its functionality has expanded. With claudit, Ferax can plan audits efficiently. Manual audit planning would be time-consuming and prone to errors. A lack of a centralised system would make it difficult to track the progress of multiple audits simultaneously, particularly during peak periods when workloads are heavier. Auditors might have to rely on disparate tools, spreadsheets, or outdated systems, which could lead to consistency in planning and reporting.

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Timeline:

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For the past decade, Luca has supported Ferax’s development needs by providing requirements engineering, consulting, software architecture, server oversight, continuous growth and operational support. This long-term partnership reflects the depth of trust and collaboration between the two organisations, with Sly consistently delivering reliable and tailored services that meet Ferax's evolving needs.

Looking ahead, ClaudIT's future remains bright. As new challenges and opportunities arise in the auditing industry, claudit will be well-equipped to continue enhancing the platform and ensuring it remains a leading solution for Swiss audit companies.

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