CONSULTING Audit Analytics Delivered Why Work With Us? Leading analytics software CaseWare is a leading supplier of software for audit data analytics, continuous auditing, and continuous monitoring worldwide. The company has applied years of research and development to deliver a suite of the best analytics solutions on the market and has helped some of the world s largest and most successful businesses achieve new levels of agility. Leading strategists Our consulting services team is comprised of analytics strategists with solid audit and technical expertise and a proven track record of applying best practices in all sectors and levels of government. Fast, reliable service As your trusted analytics partner, we ll provide fast, reliable service on time, so you get exactly what you need when you need it. We speak your language Whether you re in the business of External Audit, Government, Information and Communications Technology (ICT), Manufacturing, Healthcare, or Finance, we speak your language. consulting@caseware.com
What We Can Help You Do Embrace and evolve analytics Do you use your data for business advantage? Still using spreadsheets to find the needle in the data haystack? We help you embrace analytics and evolve your current technology to minimize risk and maximize value, efficiency, and profitability. Establish a culture of continuous improvement We provide a realistic, responsive action plan that targets business-critical challenges and readily seizes opportunities for continuous improvement. We ask the tough questions early to help you quickly evolve existing processes, improve the way you work, and stay ahead of the competition. Advance your career Gain the recognition you deserve. Our IDEA Data Analyst Certification program is for forward-thinking auditors and other data analysts who demand professional development that fully realizes the potential of CaseWare solutions and their application to real-world business challenges. Shift your approach from reactive to proactive We ll get you there by assessing where you are along the analytics continuum (Figure 1) and helping you evolve your current technology and infrastructure so your analytics are increasingly proactive. Grow your analytics Grow your analytical capacity at the pace of your business. Are you a small business? We can get you up and running with cutting-edge analytical tools. Are you automating time-consuming analytical tasks across the enterprise? Our strategists work with you to develop solutions targeted to your stage of the analytics spectrum (Figure 1). Get the most from your profession We re committed to innovation and developing products that go beyond simplifying and improving business efficiency. We recognize that people, not products, drive business success. We strive to empower people to get the most value from their data, work day, and profession.
Embrace, Evolve, or Replace New to data analytics or looking to evolve or replace an existing analytics platform? We re here to help Embrace data analytics There is an indisputable relationship between business performance and analytics, which is why more and more businesses are embracing CaseWare technology to do more with less, glean more value from data, and empower employees. We understand that implementing a solution alone without support or consideration for user adoption is ineffective, which is why we offer full-spectrum support during the planning, implementation, and optimization stages of a project. Understanding your requirements and technology goals is paramount. We follow a systematic approach to ensure that your solution is deployed, adopted, and optimized for your current and future business needs. Our service-oriented approach, outlined in the CaseWare Service Process Management (SPM) framework, ensures business requirements are translated into an actionable plan and solutionfocused outcomes. Evolve or replace your analytics platform Considering the exponential growth of data and the current economic climate, the adage adapt or die couldn t be more true. Businesses that are receptive to innovation and change, continuously challenge the status quo, and rethink the way they work are rewarded. Smart change keeps them one step ahead of the competition so they can continue to pass on the most value to customers. Driving the evolution of audit analytics Effectiveness of Corrective Action Continuous Centralized Repeatable Ad Hoc Analytic Frequency Figure 1: The Evolution of Analytics* Let our world-class solution suite move your business along the continuum to the most efficient proactive use of analytics. Enterprises go through a natural progression as their [data analytics] programs mature, beginning with the purchase of tools that provide ad hoc analysis capabilities. Over time, ad hoc techniques typically evolve to more automated and repeatable processes, which then increases the effectiveness of analysis (Figure 1). Data Analytics A Practical Approach, An ISACA Whitepaper (2011, p. 5) *Adapted from Data Analytics A Practical Approach, An ISACA Whitepaper (2011, p. 5)
What We Offer Our experts are available to provide proactive guidance and support on-site or remotely throughout the entire solution implementation lifecycle. Advisory Services Intelligent Our advisory services are delivered through an integrated team that will learn about your company and business goals and recommend strategies to help you determine and implement the analytics solutions that are right for you. Rely on us to: Understand the issues facing your business. Make recommendations on how to implement and/or streamline your analytical processes. Identify opportunities for operational improvement. Identify and solve operational and performance problems before they arise. See the big picture from the planning stage to the implementation stage and remain flexible, objective, and accountable. Offer scalable products and services that are sustainable and grow with your business. Managed Services Accountable Trust us as your managed services provider to lighten the workload of your IT team and reduce cost. We provide complete assistance from installation to production and offer a wide range of services to meet your needs. Some of the managed services we provide include: Server deployments (with a focus on ease-of-access, collaboration, and data centralization and integration) Operating system updates Server software updates Server health checks Server and security log reviews Microsoft SQL Server data backups Connectivity health checks Monthly service status reports Hosting services Private cloud installation
Integration Services Logical Logical, straightforward system integration is critical to realizing the full potential of any new analytics solution. We make every effort to seamlessly integrate new analytics solutions with current operational and technological infrastructure and ensure that our services and solutions are both applicable and consumable across the business. Some of the integration services we provide include: Proof of concept (PoC) design and presentation Data integration Business workflow automation Product configuration, extensions, and modifications Custom scripting (applied analytics) Data reconciliation and migration Reporting and cross-reporting Assistance with any customized solution needs Performance monitoring ETL framework implementation and scripting Training and Support Sustainable Knowledge transfer is of utmost importance during this stage. We offer practical training to optimize user adoption and self-sufficiency, key indicators of solution success. Usability, not features, drive the development of our pragmatic technology. Our goal is to ensure our solutions are used to their full potential and translate to positive business outcomes. We provide answers on-demand to product and process questions, taking ownership of any issue to fix it fast. Our support contract offers the following: Access to support professionals via email and phone Self-serve support through the CaseWare support website Product upgrades and updates Access to leading educational webinars, newsletters, and instructional videos Access to equations, IDEAScript macros, and other industry information
Our Approach The CaseWare Service Process Management framework is a repeatable four stage process whereby we assess your needs (technological, analytical, operational), help you plan and implement the solution, manage and optimize your analytics solution, infrastructure, and assets, and train and support you so you can get the most out of the solution. 1 Understand 2 Implement We make it our business to understand yours, working with you from the beginning to determine your goals and identify the right solution to meet your needs. We clearly define the course of action every step of the way. Our iterative design process accommodates changing requirements, maximizes business value, and reduces risk. Objectives Gain a solid understanding of the current technology and processes Assess your current business/ operational environment Identify critical pain points Objectives Customize your analytics solution to fit business-specific requirements Effectively tune and redirect project if required Address critical pain points Input Requirement gathering Needs assessment and gap analysis Goal setting to maximize operational efficiency and performance Input Solution project plan Solution recommendations and design Targeted analytics and monitoring strategy Outcome Targeted analytics and monitoring strategy suited to your business and solution management plan Outcome Analytics and monitoring implementation
3 Optimize 4 Train and Support By identifying optimization opportunities in your analytics environment, we ensure your CaseWare analytics solution is integrated, fine-tuned, and its value maximized. By emphasizing knowledge transfer and self-sufficiency, we show you how to get the most of your CaseWare analytics solution and deliver long-term value. Objectives Initiate and maintain managed services Provide advice regarding continuous process improvement Objectives Provide on- and off-site training Offer novice to expert curricula Provide phone and web-based support Input Process mapping Integration testing Benchmarking to identify improvement opportunities Input Best practices knowledge Interactive, hands-on training adapted to your needs Manuals, webinars, and instructional videos Outcome Full deployment Outcome Maximized investment and usability User and administrator mentoring Reporting and dashboarding
Keep it simple Make us your trusted analytics partner Your success We know that implementing an analytics solution can be a complex task. We also know the value that good analytics delivers. Rely on us. We have years of experience deploying analytics solutions for organizations and enterprises worldwide. Get started We re here to help, wherever you re located, and offer both on-site and real-time remote consulting services for your convenience. Make us your business and technology partner today and get the most from your data, technology, and infrastructure. consulting@caseware.com CaseWare IDEA Inc. 1200 St. Laurent Blvd, Suite 004A Ottawa, Canada K1K 3B8 1 800 265 IDEA ext. 2800 consulting@caseware.com CaseWare IDEA Inc. is a software development and marketing company with a head office in Toronto, Canada, an R&D lab in Ottawa, Canada, regional sales centers in the US, Netherlands, and China, and 40 distributor partners serving 90 countries. CaseWare IDEA is a leading supplier of software for audit data analytics, continuous auditing, and continuous monitoring. CaseWare is a registered trademark of CaseWare International Inc.