TeamMate+ Audit – Bewertungsseite 2

Vorteile

Easy to use web interface, which follows seamlessly the audit management workflow (which is user configurable as well), and fully adaptable to the particular organization's need. Advanced reporting and issue tracking capabilities allow for automating these tasks for both audit users and audit clients.

Nachteile

Though there is a very high level of customization for reporting, some of the integrated reports provided are somewhat limited in the amount of fields that are available for use (based upon the report used).

In Betracht gezogene Alternativen

Gründe für den Wechsel zu TeamMate+ Audit

Vorteile

All audits are within one same tool which makes it easy for consistency and archiving

Nachteile

The display and overall feeling of the tool is not AI enhanced

Vorteile

Using TeamMate in tracking the implementation of audit recommendation.

Nachteile

Generating a customized audit report.
Inability to use Sopell Check features similar to those in MicroSoft Office.

Vorteile

TeamMate Insights reporting function and TeamMate Analytics are useful tools to enable me to perform reporting and auditing duties efficiently.

Nachteile

Upgrades including efforts from IT are needed.

Vorteile

Easy to navigate. Access to various document types.

Nachteile

Sometimes it's hard to see what's in the various tabs.

Vorteile

When compared to TeamMate, there is no need of support and maintenance work for the system and data backup.

Nachteile

When compared to TeamMate, it lacks of flexibility on bulk documents review / endorsement.

Vorteile

Fast and Trustworthy. And also, it refects trend of Audit wordwide very well.

Nachteile

A bit Expensive for operating the program.

Vorteile

data and information storage, scoring etc

Nachteile

interface differentiation & reviewing/ approval process involving more users at the same time

Vorteile

Upload/edit abilities are more flexible in terms of removing unwanted/unneeded files

Nachteile

layers/ layout is a bit overwhelming and easy to lose sight of open folders

Vorteile

helped giving accurate suggestions when needed.

Nachteile

notifications can be made better and can be notfied easier.

Vorteile

Facilitate seamless implementation and execution of audits

Nachteile

Navigation to the different parts can be streamlined

Vorteile

Some impactful features of note are ability to roll forward open projects to the following years, issues tracking, TeamStore, ability to customize or create our own folder structure and taxonomy (in fact all features that are customizable are user favorites), dimensions and perspectives. Ability to integrate with MS Office products and PDF is also great when it works as intended.

Nachteile

In terms of functionality, Cognos reporting is limited to canned reports, with no opportunity to create custom reports resulting in users spending exorbitant amount of time reworking generated reports or creating their own reports from scratch to produce the required information. The notifications are also limited to what comes with the product with no option to create your own. There are no users manuals or workbooks available for audit clients, although the product is designed to be used by them. We had to create our own manuals. User roles are also limited to whatever comes with the product, resulting in restricting some users in performing their jobs - they either have too little access or too much based on the available roles. Cannot pick and choose the privileges. Also a lot of MS Office integration issues every time there is an update and which take forever to resolve. Also limited to the four audit workflow states for majority of objects (In Progress, Prepared, Reviewed - Accepted/Rejected). No option to create your own state. Survey text appearance is terrible (too small) with no option to change the font size. Timesheets don't preserve the selections made in the preceding weeks. Document Request feature does not maintain a trail of all the sent and received requests due to which we have deactivated this feature. All these restrictions limit the users in performing their work to the full extent and using the product to its full potential.

Vorteile

TeamMate is user friendly and can be seamlessly integrated into many types of organizations. TeamMate helps keep audit projects organized and makes it easy to schedule projects from your audit plan. The feature I like the most is the ability to document risks throughout the agency. TeamMate provides a great overall picture that can be presented to management and the Audit Committee.

Nachteile

We have not encountered any issues with the product or any features that we would like to see added. I have reviewed their Community Forum and found it to be a great tool when questions do arise.

Vorteile

TeamMate+ has a simple and easy to follow layout. It's cleaner looking than TeamMate AM and navigation is much easier. I appreciate a cloud-based application.

Nachteile

We have only used TeamMate+ minimally and look forward to using the full functionality to assess pros/cons. The report template looks a little disjointed with several different fonts. Hopefully that can be easily customized. Adobe advanced integration has not worked as we hoped. Word/Excel work fine, but Adobe struggles have been challenging.

Vorteile

TeamMate is a great one stop shop for all things Audit. It keeps work papers very organized, has inherited segregation of duties (one person has to create a work paper, another review, another approve etc.). Its interface is very easy to navigate, and you can copy/paste/edit audit program templates to save time as well. Overall, I would say the department is very happy with it.

Nachteile

There were 2 major cons to TeamMate from our perspective. First, when you deleted a work paper in your procedures area, the link still stayed live in the references so it makes the references section messy and inaccurate unless you manually delete it there as well. Second, when we wanted to share our work papers with our external auditors, it makes it a bit difficult. You have to individually export all the work papers/attachments which makes it time consuming, yet we don't want to give our external auditors direct access.

Vorteile

TeamMate+ has given us the tool we needed to power our journey to 'world class' auditing. It has really been a lifesaver since our office transitioned to home working - everything we need is still right there accessible securely through our browsers. A vast array of powerful features - and we're going to be using it as our entity's risk management software, not just our internal auditing software. It's making it easy for us to give our audit clients access to their reports, issues and recommendations - they provide us updates online - and soon will be adding their own risks and controls. The software makes it all possible and has saved us hours and hours of 'admin' time with its clever automation of audit tasks from recording time spent through to populating audit report templates. Wouldn't hesitate to recommend to others!

Nachteile

There is a bit of a learning curve having moved on from the prior TeamMate - and likely more so if you are totally new to TeamMate products... but this is balanced by the first class customer support that is available.

Vorteile

TeamMate allows accountability in the audit process and team and visibility through its dashboards and has a friendly user interface. TeamMate simplifies and increases productivity of the entire audit process

Nachteile

The reporting functionality of the application is inefficient especially if an organization requires granular and customized reports

Vorteile

TeamMate+ helps organinize the testing in Risk, Control and test procedure objects that improves readability. Moreover the Reporting module helps generate reports to extraxt information across different audits

Nachteile

It can lag sometimes in loading the requested projects. But, other than that no lag issues or performance issues are noted

Vorteile

Has many features such as hyperlinking that help with audit documentation.

Nachteile

Our team would love to have bookmarking back as this is a very helpful feature for our recurring audits.

Vorteile

The only pro is the ability to see the overall project status in a single view

Nachteile

Small work panes, single session, inability to properly format data, inability to directly upload and link documents.

Vorteile

It's a great place to store all your workpapers and it's convenient to collaborate with other colleagues. You're able to work on/edit the same documents, leave feedback, and sign off on them.

Nachteile

Just small things - I encountered a lot of challenges when hyperlinking documents. Sometimes the software would just crash but my work would not be saved. I always worked offline and copied and pasted into TeamMate just to be safe.

Vorteile

Teammate + Audit is a great tool to keep control over your audits, as everything pertaining to the audit is in one place. The green dot system makes sure that there is no need for back and forth communication when a section is ready for review. You simply follow the green dots.

Nachteile

The review process can be quite cumbersome. If this could be simplified so that if you have review rights the system automatically lets you do all functions of a reviewer without having to log in and out. Besides this, the software us awesome.

Vorteile

The way it is presented offers a nice user interface, it seems to be done and prepared to use with touch devices(tablets) as well as computers.

Nachteile

Some of the functionalities like reporting seem outdated in the sense that the out of the can reports that you can generate require a lot of customization and Cognos understanding to use it.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu TeamMate+ Audit

Vorteile

The ease of use via navigation, Cognos reporting, time tracking, and some project management features.

Nachteile

The coaching note feature needs some enhancements. I would love for it to open in a separate window. Also, it would be great to have a Kanban board feature for project management.

Vorteile

I like the feature where you can open any spreadsheet and save directly into TeamMate without having to upload file into my project again. I also love the linking of documents: ie: I can link an important email into a project file without attaching the entire document. The outlook tiny icon will take you directly to that specific email pertaining to that project.

Nachteile

I dislike the project dashboard that has multiple tabs to search projects in. There should only be one search bar to search for all projects in the application, versus searching in each tab until finding what you’re looking for. Also, I dislike that a file that was labeled complete for review will automatically go back to incomple or “yellow” each time you touch the file without asking if that’s what you intended to do.

Vorteile

The easy of working/communicating with my Team. Additionally I love the Coaching note management and the ability of changing the perspectives.

Nachteile

Not having the ability to keep the existing relationship automatically when approving items for the TeamStore.

Vorteile

TeamMate provides a one stop shop to track audit documentation and findings during the course of an audit. The ability to create your own mappings as well as track findings through remediation really makes it a great tool. Configurations also support retention and can be flexible based on specific policy.

Nachteile

It takes a while to get used to how mapping works within the tool, and it would be nice to have reference guides available for how to do this with ease.

Vorteile

It's easy to use, but then I think that about most software packages. I can see how the different ways of expanding project folders and other objects can be a little confusing to some. Teamstore is great!

Nachteile

Whilst dashboards are highly customisable, there are still items that I would like to see, but am unable to configure properly (e.g. project budget hours vs actual spent hours). It would also be good if a planning feature could be added that could be used to map out the budgeted hours onto calendar weeks and compare those to the submitted timesheets.

Vorteile

The team store templates are so helpful, and the software makes audits much easier to do, especially with a workforce spread across the state.

Nachteile

Software seems great so far! I really can't think of anything to add.

Vorteile

1. Transfer all audit works and documents online to save paper
2. Make it easy to different users to access the audit project
3. It brings different units together in a central place and share information among units

Nachteile

1. It is not designed and tailored to our department program use
2. It is difficult to integrate with our existing business process
3. Document Request can only send to one recipient
4. We need much more field areas to set up the taxonomy
5. Dimensions are limited to 30 and need to manually update dimensions to avoid program issue/problems
6. When upload with large amounts of documents e.g. >100, can’t place all of them in a central location/place and be easily reviewed, accessed, and hyperlinked to the audit working paper

Vorteile

Not much, there is nothing to like. It is such a frustrating program

Nachteile

TeamImage is probably the worst part of the program, although the program as a whole is really poor

Vorteile

It works very well with SQLServer, it does not require much maintenance.

Nachteile

There is not much online documentation regarding this software, currently, we have an issue with AD authentication with users that exist on multiple domains, it's unresolved for now.

Vorteile

EASY NAVAGATION, A FRIENDLY USER SOFTWARE.

Nachteile

OFF LINE VERSION IS NOT EASY TO SYNC, SOMETIMES WORKS USING GOOGLE OR EXPLORER.

Vorteile

The ease of use and the great flexibility in its configuration in relation to the work methodology.

Nachteile

It is missing some functionalities that TeamMate AM has.

Vorteile

We have used TM AM for years so the similarities between the two made our decision easy. I love the notifications and the dashboard when I log in. It helps make supervising/managing audits so much easier.

Nachteile

Overall I feel like using the risk assessment is the most complicated part; however, it could be because we haven't used TM for this in the past so there is a learning curve involved. Additionally, the "get" versus "add" ribbons seem redundant and I don't like how when you "add" a workpaper it doesn't hyperlink.

Vorteile

- It is web based with cloud.
- Overall good security.
- Designed with an auditor's mindset.
- Easy to track.

Nachteile

- User concerns or questions on the forum are not addressed timely.

Vorteile

TeamMate+ is one of the better audit tools out there. It really helps in in identifying the audit universe for your company and provides easy organizing of working papers and its very easy to navigate.

Nachteile

No major cons, all works as expected as a free demo was used before purchase.

Vorteile

Currently using TeamMate AM and it is easy to use and understand.

Nachteile

Currently using TeamMate AM but, seems like it could be tricky to set up TeamMate +. The videos during the video conference are a lot of help.

Vorteile

For audit purposes, we found the software very useful.

Nachteile

The only issue we had is that the time management function did work out for our needs. We also need ERM implementation and the software did not offer our needs.

Vorteile

Audit and Risk important and integration was well explained.

Nachteile

Nothing was not liked for this applicable for this project.

Vorteile

I like this software allowing paperless audit documentation.

Nachteile

Very limited capability in creating reporting template customized to our organization's need. Incapable of integrating with our payroll system for timesheet. Hard to review workpapers due to not being able to adjust size of text box or print friendly view. Data export function is limited.

Vorteile

We migrated from TM AM to TM+ and that process was very smooth. We like the quicker response time with TM+ as well as the look and feel.

Nachteile

The Audit Report feature. The available guidance needs improvement to better understand the functionality. There was also less functionality than TM AM, such as no if-then logic nor sorting to print out issues in numerical order.

Vorteile

The product does what is required but needs improvement to become user friendly. Great Interface. I can also say that the application is a well-rounded audit management suite which is regularly maintained and updated to meet our audit management requirements as expected.

Nachteile

The product could be updated for better documentation interface. It lacks the current available functions in other applications, such as auto spell checks and fonts options.Web version not very user friendly when compared to desktop version

Vorteile

TeamMate has features that can log audit and risk monitoring activities. These data can be identified clearly and easily on TeamMate and PowerBI using API function, which would help our management activities on the audit department .

Nachteile

There are multiple intricate features or settings that could not be known without asking the Lead Consultant of Walters Kluwer.

Vorteile

Interface and so many modules to do work with in the world of audit.

Nachteile

Speed could have been better will enable users to work efficiently.

Vorteile

This software always adopt best practise from IIA. Dimension & Prespective, Document Request, Combine Assurance and many more great functionalites in TeamMate+

Nachteile

So far nothing found fundamental cons, all works as expected

Vorteile

I really like the ability to move workpapers around. The flexibility makes documenting work easier.

Nachteile

The timeout can be problematic. In certain cases it is easier to edit a document offline rather than within TeamMate+ itself.

Vorteile

The sign-off features and document upload is really user-friendly.

Nachteile

The software times out too frequently and I can't really idle from the software and then pick up where I left off.

Vorteile

It organized the audit working paper and easy to retrieved records

Nachteile

Other features are not working good as intended

Vorteile

Features most impactful:

- The easy to use UI
- The ability to upload documents quickly.
- The integration with Microsoft and Adobe applications.
- Stability

Nachteile

Least liked feature:

- Inability to do a single way hyperlink. Small gripe.