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CUSTOMER CASE · Audit & Consulting · PwC Austria since 1920

Turn expertise into usable
client workflows.

Turn expertise into usable client workflows.

1,450

Advisors, PwC Austria, plus global network

Self

Approach: advisers shape their own workflows

Client projects

from professional concept to usable workflow

00

Product

A workspace for their own client projects.

Advisers bring their knowledge of the task and the client. UNOY provides the foundation for designing and running the intended workflows.

In use

  • Compliance workflow building (no-code designer)
  • Multi-tenant architecture
  • Regulatory modules (CSRD, ESRS, ISO 27001/42001)
  • Client data separation
  • Audit trail per workflow

Model & key figures

  • Self · advisers shape it themselves
  • Multi-tenant architecture
  • Data centres with certified operators
01

Who is PwC Austria?

PwC Austria

PwC Austria is part of the global PwC network, one of the four largest audit and consulting firms worldwide. 1,450 advisors in Austria, with a broad range spanning audit, tax advisory, and strategy and digital consulting.

Advisers at PwC Austria use UNOY to shape workflows for client projects. Professional requirements become executable steps and results that can be reviewed.

02

The challenge

From recommendation to application.

A professional concept becomes usable in day-to-day work when information, rules and next steps fit together. UNOY supports this implementation.

PwC wanted advisers to be able to shape the intended workflows during the project and check them against the client’s rules.

Advisers are not developers. They want to turn their expertise directly into executable steps, without programming.

03

Voice

Our advisors need a platform on which they deliver results — not just recommendations.
PartnerPwC Austria

In use · Self

PwC Austria

Consulting · own subject-matter accountability

→

UNOY

Workspace · no-code design + client separation

→

Clients

Information in · result out

PwC advisers shape the compliance workflows themselves, aligned with the client’s rules. UNOY separates client data and provides the workspace. Three roles, one workflow, Self for compliance consulting.

04

Application

Shape, review and hand over.

The people responsible develop the intended workflow, test it with examples and agree its use with the client. Operation and maintenance follow the respective agreement.

04.01

Step

Project with client.

01 · Step

Standard consulting phase: requirements gathering, target concept, recommendation. What is different: the advisor documents the planned workflow directly in UNOY as a designer definition.

Step 01 · PwC AustriaProject with clientStep 01 · PwC AustriaStandard consulting phaseRequirements gatheringTarget conceptRecommendation — what is differentUNOY · PwC
04.02

Step

Build workflow.

02 · Step

In the UNOY designer the advisor builds the workflow: input format, review steps, data sources, output template. No-code, with subject-matter logic, validated against the client rule set.

Routing logic

Clear rule match: workflow runs through · Edge case (client specifics unclear, new regulation): escalation to senior advisor with reasoning · No match: stop, manual client clarification required.

Step 02 · PwC AustriaBuild workflowStep 02 · PwC AustriaIn the UNOY designer the advisor builds the wor…Input formatReview stepsData sourcesUNOY · PwC
04.03

Step

Review & hand over.

03 · Step

The advisor tests the workflow with real client data, verifies output quality, and hands it over to the client team. Responsibility remains with the PwC advisor until the workflow runs stably.

Step 03 · PwC AustriaReview & hand overStep 03 · PwC AustriaThe advisor tests the workflow with real…verifies output qualityhands over to the client team. Responsi…UNOY · PwC
04.04

Step

Client operates.

04 · Step

The workflow is used at the client; the adviser remains available for adjustments. Operation and maintenance follow the respective agreement.

Step 04 · PwC AustriaClient operatesStep 04 · PwC AustriaWorkflow runs in the client accountAdvisor remains available for adjustments…UNOY · PwC
05

Insights

Expertise stays with the service provider.

Reusable capabilities can support further suitable tasks.

Client-specific information, rules and access remain separate.

Self suits consulting firms when advisers bring their professional depth directly into the workflow – based on their clients’ reality.

06

Frequently asked questions

What you want to know.

Who builds the workflows at PwC?

The PwC advisors themselves, using the UNOY no-code designer. No separate IT department, no development tickets. Advisors see the subject-matter problem and build the solution directly.

What workflows typically run?

QA audits, compliance reviews, ESG reports, compliance documentation, remediation plans, structured report templates for regulated industries.

Who is accountable for the result?

The responsible PwC advisor, within the scope of their professional liability. UNOY provides the workspace. The subject-matter accountability rests with the advisor.

What client data is held on UNOY?

Only what is required for the respective workflow. Client separation per project, a record per workflow run, operation in data centres whose operators are certified to ISO 27001, SOC 2 Type II and ISO/IEC 42001.

Can this be applied to other consulting firms?

In principle yes, if advisers want to turn their own expertise into workflows. Whether it fits depends on the task, data and responsibilities.

What happens if PwC later switches platform or vendor?

The agreement defines which workflow definitions, data and records are provided or exported. Client data remains in PwC data residency.

07

§ 07 · Tech stack

What runs under the hood.

No-code workflow designer

Visual workflow definition, without code

Multi-tenant architecture

Each PwC client has its own workflows and own data

Template library

Reusable workflow templates within PwC

Regulatory modules

Pre-built modules for CSRD, ESRS, ISO 27001 and ISO/IEC 42001 audit

Client data separation

Strict isolation between PwC clients

Audit trail per workflow

Every run documented and exportable

Output templates

Configurable report outputs (PDF, XBRL, Word)

EU data residency

Client data is processed in EU data centres. Transfers to third countries only with explicit approval.

ISO/IEC 42001, AI Management

AI management standard the data centres are certified to — for regulated consulting services. Complements ISO 27001 + SOC 2 Type II.

Integration with existing systems

REST API + SFTP connector for SAP, Microsoft 365 and PwC-internal audit tools. Workflows read and write structured data without media breaks.

08

Other customers

More customer cases.

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