Client Overview:
Derbyshire Building Society is a UK mutual financial institution providing savings, mortgage, and financial services products. Operating within the highly regulated financial services sector, the organisation required robust governance, audit, and action tracking processes to support effective oversight and accountability.
To modernise its audit action tracking approach, Derbyshire Building Society selected Symbiant’s Audit Management Software to replace spreadsheet-based processes with a more structured, efficient, and user-friendly solution.
Derbyshire Building Society Chooses Symbiant Audit Management Software
For financial services organisations, maintaining visibility over audit actions, recommendations, and remediation activities is essential for effective governance and accountability.
As Derbyshire Building Society evaluated options to replace its spreadsheet-based action tracking processes, the organisation required a solution that could provide stronger functionality, improved reporting, greater ease of use, and long-term value.
After reviewing a number of leading providers, Symbiant quickly emerged as the preferred choice.
By implementing Symbiant’s Audit Management Software, Derbyshire Building Society gained a modern, workflow-driven platform designed to simplify action tracking, improve visibility, and streamline audit reporting for a price that fit their budget.
The Challenge
Before implementing Symbiant’s award winning, highly trusted and agile GRC platform, Derbyshire Building Society was relying on an Excel-based action tracking process.
The organisation needed a solution capable of:
- Replacing spreadsheet-based action tracking
- Improving visibility over audit recommendations
- Simplifying reporting processes
- Increasing accountability for action owners
- Providing a more intuitive user experience
- Delivering strong value for money
- Supporting future growth and scalability
Like many organisations, managing audit actions through spreadsheets created limitations around reporting, visibility, and long-term efficiency.
Why Derbyshire Building Society Chose Symbiant
One of the strongest themes in Derbyshire Building Society’s feedback was the clear differentiation between Symbiant and competing solutions evaluated during the selection process.
“When we were looking for a new action tracking solution to replace our excel based system we looked at all the key providers.”
After comparing the available options, Symbiant’s fully customisable, flexible and intuitive GRC solution stood out across the areas that mattered most.
“Symbiant proved to be the instant leader for features, ease of use, reporting and value for money. It is an excellent and well thought out solution.”
After reviewing a range of established providers, Derbyshire Building Society found that Symbiant offered the functionality, flexibility, and reporting capabilities they required without the high costs often associated with traditional enterprise audit management platforms.
For many organisations, selecting audit software involves balancing capability against budget. Derbyshire Building Society found that Symbiant delivered both. Rather than compromising on features to achieve affordability, they gained a solution that combined powerful action tracking, intuitive usability, comprehensive reporting, and excellent value for money within a single platform.
The feedback highlights a theme we hear regularly from organisations across multiple sectors: enterprise-level functionality does not have to come with enterprise-level pricing. Symbiant’s modular approach allows organisations to implement the capabilities they need while maintaining complete control over costs, making sophisticated audit management accessible to organisations of all sizes.
The organisation highlighted not only the breadth of functionality available within the platform, but also the intuitive design and strong reporting capabilities that supported better audit oversight and action management.
“It is an excellent and well thought out solution.”
The overall experience left a lasting impression.
“A refreshing change in this day and age.”
Symbiant Modules Supporting Derbyshire Building Society – Solution Reviews
Audit Management Solution
★★★★★ Rated 5/5
Helping organisations simplify audit administration, improve visibility, and streamline audit recommendation tracking.
Audit Modules
★★★★★ Rated 5/5
Provides visibility and accountability across audit recommendations and action tracking activities.
★★★★★ Rated 5/5
Centralises audit documentation, planning, evidence, and reporting into one connected audit environment.
★★★★★ Rated 5/5
Supports structured audit assessments and information gathering activities.
Key Outcomes
Following implementation, Derbyshire Building Society achieved:
Affordable Audit Management Software Without Compromise
Symbiant’s Audit Management Software helps organisations move beyond spreadsheets and manual tracking processes by creating connected, workflow-driven audit management capabilities that are both powerful and affordable.
From audit recommendations and action tracking to assessments, reporting, and working papers, Symbiant delivers enterprise-grade functionality without the enterprise-grade price tag. Its modular approach allows organisations to implement exactly what they need, avoiding costly, bloated platforms and unnecessary complexity.
Trusted by organisations ranging from charities and housing associations to financial services firms and global enterprises, Symbiant provides a flexible, scalable, and cost-effective alternative to traditional audit management software.
As Derbyshire Building Society noted after reviewing a number of leading providers:
“Symbiant proved to be the instant leader for features, ease of use, reporting and value for money.”
