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CUSTOMER CASE · Audit & Consulting · PwC Austria since 1920

Advisors build workflows.
Themselves.

Advisors build workflows. Themselves.

1,450

Advisors, PwC Austria, plus global network

Self-Build

Model, Advisors build their own workflows without IT tickets

Client projects

as platform from concept to live system in weeks

00

Product

PwC Austria uses UNOY as UNOY Back Office.

UNOY Back Office is the product suite for recurring back-office work as controlled workflows. At PwC it operates in the Self model with multi-tenant architecture: advisors build compliance workflows for their own clients.

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 · Advisors build directly
  • Multi-tenant architecture
  • Data centres ISO/IEC 42001 certified
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.

Client projects are rarely about recommendations alone. Clients expect PwC to conclude its consulting work with functioning processes — not a slide document. For that, advisors need a platform on which they can build workflows themselves.

02

The challenge

What was difficult before.

Traditional consulting ends when the recommendation is delivered. What comes after — implementation, operation, further development — is usually outside the consulting contract. That frustrates clients and breaks the value chain.

PwC wanted to shorten the step from recommendation to live system. Advisors should be able to build workflows directly during the project — structured, validated against the client rule set, ready for productive delivery. Without a software department of their own.

The challenge: advisors are not developers. They do not want to study APIs. They want to translate their subject-matter expertise directly into an executable workflow — as a no-code designer experience.

03

Voice

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

In use · Self mode

PwC Austria

Consulting · own subject-matter accountability

→

UNOY OS

Platform · no-code designer + client separation

→

Clients

Data in · result out, not just a report

PwC advisors build the compliance workflows themselves: in the UNOY designer, validated against the client rule set. UNOY OS isolates client data and provides the platform. Three roles, one workflow, Self mode for compliance consulting.

04

Application

How PwC uses UNOY.

PwC uses the UNOY Self model: advisors build compliance workflows themselves in the UNOY designer, supervise them independently, and deliver results rather than recommendations alone.

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 OS as a designer definition.

Step 01 · PwC AustriaProject with clientStep 01 · PwC AustriaStandard consulting phaseRequirements gatheringTarget conceptRecommendation — what is differentUNOY OS · 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 OS · PwC
04.03

Step

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

Step

Client operates.

04 · Step

The workflow runs in the client account; the advisor remains available for adjustments. The consulting recommendation becomes a live system. Follow-on business follows from that.

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

Insights

What we have learned.

PwC Austria was one of the first major consulting clients to use UNOY productively as a platform for client projects. What we have learned together:

Advisors do not need a platform for advisors. They need a platform that turns their subject-matter expertise into productive workflows faster — as an extension of their consulting work. UNOY OS achieves that through the no-code designer.

The Self model works for consulting firms because advisors have the subject-matter depth that flows into the workflow. They do not build the workflow from an IT perspective — they build it from the client 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 OS is the platform. 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, audit trail per workflow run, data centres certified to ISO 27001 + SOC 2 Type II + ISO/IEC 42001 (AI Management).

Can this be applied to other consulting firms?

Yes. The Self model plus no-code designer scales to any consulting organisation.

What happens if PwC later switches platform or vendor?

Workflow definitions are available as a versioned export (JSON + Markdown). Client data remains in PwC data residency and can be extracted in structured form. Audit trails are documented as an append-only log and are exportable. No lock-in effects beyond the ongoing consulting engagement.

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 remains in EU data centres. GDPR-compliant, no transfers to third countries without 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

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