Audit CRM – Knowledge & Relationship Management

– audit-strategy success by means of institutionalized and structured customer relationship management –


In particular, qualitative items of information regarding audit objects are required in addition to quantitative data derived from IT-analysis tools in order to conduct focused audit-knowledge management. This task necessitates a structured audit-relationship-management (ARM) approach within the framework of a risk-oriented cycle and a continually structured or template-based meeting log. Structured institutionalization enables a standardized comparison of audit objects for further risk-oriented examination and resource planning. At the same time, the auditor’s knowledge is based particularly upon comprehensive information management. In order to process these accumulated items of information – partially from various discussions – into knowledge, much time and storage capacity often is required. In this effort, an institutionalized and interlinked process with regard to information sources and filing locations is required for the implementation of an adequate audit-knowledge management process. The option of a rolling-audit plan is generated as a by-product from the continuous performance of ARM.

From a strategic standpoint, ARC supports its clients on a company-tailored basis in developing their audit operations into a “learning organization.” This provides substantial assistance for the preparation and performance of the actual audit. At the same time, ARC demonstrates to clients how to achieve enhanced audit effectiveness (impact) and efficiency (economy), strengthened communications across team boundaries as well as improved (upgraded) quality assurance regarding audit-internal processes.


  • Starting point: State-of-the-art CRM methodology
  • Audit relationship management: active comparison of case studies from peer-review audits
  • Focused risk-oriented audit planning and performance by means of structured information on the audit object
  • Institutionalization of the audit-relationship-management approach
  • Topic-related methodology congruent with the risk-assessment structure
  • Formulation of a knowledge-management strategy
  • Uniform procedures for procurement of knowledge and information
  • Uniform procedures for furnishing knowledge and enhancing availability of knowledge
  • Promotion of active knowledge use by staff
  • Formulation of a concept for incorporating an integrated information system into audit-relevant examination processes

Management Trainer

About the ARC Institute

With the Audit Research Center, the ARC Institute provides important impulses for the further development of the audit industry. The focus is on networking science and practice. The focus is on further and new development in cooperation with auditors, companies and associations in order to maintain practical relevance and to develop methods, tools and concepts that can be implemented. The results developed in dialogue with industry experts serve as a guideline and adaptation options in practice today, in order to increase the overall benefit of the company in the long term and sustainably with innovative auditing work.

In the spirit of thought leadership, the ARC Institute and the Audit Research Center stand for topic leadership and forward thinking in the area of internal auditing.

Currently, the ARC Institute supports not only leading supranational institutions in the context of research, consulting and personnel development projects, but also numerous listed companies in the three German-speaking countries of Germany, Austria and Switzerland.


Terms of participation and price

Each open training day is 890,- Euro plus VAT when booking the modules individually. Inhouse training conditions are based on individual pricing and travel expenses. After receipt of your registration you will receive a confirmation of registration with invoice. Please pay the registration fee directly after receiving the invoice. The registration fee does not include 19 % VAT.  The price includes participation in the lectures of the booked event, lunch, coffee breaks and seminar documents.

How can we support you?

At a glance

Target audience:
Employees and managerial staff from the internal audit function

Interactive presentation, discussion, group projects, practical exercises, case studies, retrospective summary

Training / Training / Consulting period:
Bookings are based on an audit-situation analysis as well as a personal preliminary meeting (workshops generally cover 2 days of instruction, audit performance/support determined by circumstances).

Would you like more details about ARC’s Audit Training & Consulting Services, or do you wish to book an appointment with its team? Please address your e-mail inquiry to or phone us at +49-2159-6945-904