TeamMate NextGen Vision & Roadmap

Transcription

1 TeamMate NextGen Vision & Roadmap Robert Pemble Moscow, 1 st April 2015 This Product Roadmap describes changes that we are currently contemplating making to our product. It is not a commitment on our part to make these changes, nor is it a guarantee that we will make these changes. We may change the Product Roadmap based on numerous factors within and outside of our control, with little or no notice. You should make any business decisions accordingly.

2 Headline To achieve new heights, finding the right balance of audit tools is essential. Only TeamMate offers an integrated set of solutions that include: the industry s leading audit management system an innovative controls management system powerful data analytics TeamMate AM TeamMate CM TeamMate Analytics

3 What is TeamMate NextGen Audit (NGA) New product built upon the Compliance Management (CM) platform Design principles of the current Audit Management (AM) offering Will extend the audit process from current AM offering Includes the most significant enhancement requests from the world s largest audit user base Re-architected to support new methodologies and best practices Core principle is simplicity and usability Will go beyond audit as it converges concepts of assurance in terms of audit, compliance and risk management

4 TeamMate CM & NGA Single Platform

5 Principles of Developing NGA Design Philosophy Combining the best concepts from Classic AM with a fresh approach in other areas of the application Architecture to support fundamental enhancements from largest customer base Entirely Web-Based Multiple browser support (Internet Explorer, Safari, Chrome) Microsoft SQL Server database platform SaaS support (on premise option for Enterprise version) End of Modules No separate applications to perform major functionality Process workflows across audit activities --- will also determine what options are displayed Ease of Use Limited set of UI patterns Contextual awareness users only see options that are valid for task Interface optimized for the devices you use

6 NGA Design Principles Simple Deployment World Class Reporting Device Agnostic User Driven End User Customization User Interface Simplicity Traceability

7 NGA Design Feature Examples Principle Simple Deployment Device Agnostic User Interface Simplicity Traceability End User Customization World-class Reporting Feature Examples 100% web-based, SaaS or On-Premise Multiple web browsers, laptops, tablets, ipad, mobile devices Repeatable patterns, contextual awareness, No Modules - workflow is activity based Full audit trails, work paper versioning User defined workflows, taxonomy, and feature bundling Dashboards, embedded in Application User-driven Development Based on outreach program to largest customer base + many years of feedback Take best concepts of AM Classic coupled with technical opportunities Not webifying current solution

8 User Driven Development User Forum and Conferences Contextual Design Focus Groups Patterns Usability Labs Alpha and Beta Programs

9 Audit Process 1. Structure Definition 2. Risk Assessment 3. Audit Plan 4. Capacity Planning Reporting Content Libraries Client Portal Workflow Analytics & Compliance Integration 5. Audit Execution 6. Audit Reporting 7. Issue Tracking 8. Trending & Dashboards

10 Continuous Audit Process NGA Style Audit execution continuously feeds to risk assessment, planning, issue tracking and reporting Risk Assessment Issue Tracking Audit Execution Planning Workflow Reporting

11 Reporting - Trending Cognos Reporting

12 Reporting - Heatmaps Cognos Reporting

13 Reporting Geo Reporting Cognos Reporting

14 Strategic Roadmap 2015 Core Feature Set 2016 Extended Feature Set Full Feature Set Plus NGA Pilot / 1.0 Release Audit Execution (EWP) Core Feature Set TeamStore Integration Basic Risk Assessment Audit Plan Monitoring Basic Issue Tracking Basic Reporting with Cognos engine AM Configuration Migration NGA 1.1, 1.2 Releases Custom Workflows Risk Scoring Capacity Planning Time Capture Collaborative Audit Report Reports & Dashboards Data Exchange EWP Offline AM Project and Issue Migration NGA 2.0, 3.0 Releases Audit Surveys Pre and Post Planning Checklists Advanced Capacity Planning Audit & Compliance Convergence Embedded Reporting Client Portal Data Privacy

15 NGA 1.0 Planned Feature Set Risk Assessment Audit Plan & Monitoring Audit Execution (Projects) Audit Report & Signoffs Issue & Recommendation Implementation Tracking Basic Reporting Audit Universe & Dimensions TeamStore Content Audit Plan Monitoring Audit Creation Extended Audit Profile Risks & Controls Procedures & Work Programs Work Papers & Office Integration Hyperlinking Issues & Recommendations Workflow & Signoffs Coaching Notes TeamStore Content Audit Reporting Workflow & Signoffs Issue and Recommendation Tracking Reporting and Exports

16 NGA 1.1 & 1.2 Planned Feature Set Risk Assessment Audit Plan & Monitoring Audit Execution (Projects) Audit Report Issue Tracking Basic Scheduling & Time Capture Advanced Reporting & Dashboards Offline Post Audit Risk Scoring Strategic vs. Tactical Risks Basic Project & Resource Scheduling Time Capture Fieldwork Offline Template Support Audit Structure/Folders Required Fields User-defined Workflow & States Collaborative Audit Report Customized Issue Tracking Wizard driven for Business Owners Advanced Reporting Scheduled Reporting Business Owner Reporting Dashboards Risk Heatmaps

17 NGA 2.0 & 3.0 Planned Feature Set Advanced Risk Assessment Audit Plan & Monitoring Audit Execution (Projects) Advanced Capacity Planning Audit Report & Approval Offline Advanced Risk Scoring Advanced Time Capture Advanced Scheduling Pre and Post Audit Checklists Work Program Approvals User-added Fields Archiving User-defined Roles and Permissions Observations escalated to issues Data Privacy / Partitions Issue Tracking Embedded Reporting & Dashboards Client Portal Embedded Reporting in Application Audit Committee Reporting Trending PowerPoint, mobile support Request for Information Report Exchange Business Issue Responses Survey

18 Thank you!