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Avaliações do TeamMate+ Audit

Sobre TeamMate+ Audit

TeamMate Audit é um sistema de gerenciamento de auditoria projetado para ajudar os auditores e a liderança de departamento a gerenciarem todos os aspectos de uma auditoria.

Saiba mais sobre o TeamMate+ Audit

Vantagens:

The ability to upload documents quickly. The integration with Microsoft and Adobe applications.

Desvantagens:

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

Notas do TeamMate+ Audit

Pontuação média

Praticidade
4,2
Atendimento ao cliente
4,1
Recursos
4,1
Relação qualidade/preço
4,2

Probabilidade de recomendação

8,0/ 10

O TeamMate+ Audit tem uma classificação geral de 4,3 em 5 estrelas com base em 96 avaliações de usuários no Capterra.

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Filtrar avaliações (96)

Chirag Malhotra
Chirag Malhotra
Senior Manager Internal Audit, Índia
Usuário do LinkedIn Verificado
Contabilidade, 1.001–5.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Best audit documentation software

5,0 há 4 anos

Comentários: I am very happy with teammate as it made my life very easy and managed. My auditing have become so transparent and manageable that I wish I could use it in future organizations as well.

Vantagens:

I am using teammate for preparing audit programs for my internal audit engagements. This is the best software I have ever used for audit documentation purpose. It gives me real time updating facility and even my seniors can review work/ documents immediately after I update them. I recommend every auditing firm or company to get this software to make your documentation monitoring strong.

Desvantagens:

Sometimes I faced this issue that after opening a attached document, viewing it and then closing it. If I try to open another document attachment of same type, then it displays an error that previous file is still open and I need to close it, however, I have already closed it. Please fix this issue.

Christian
Senior Manager, República Dominicana
Serviços e tecnologia da informação, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Top of class audit management solution

5,0 ano passado

Vantagens:

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.

Desvantagens:

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).

Anoop
Senior Auditor, Canadá
Gestão da educação, 2–10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

What I like and dislike about TeamMate+

3,0 há 5 anos

Comentários: My team will be completing one year using TeamMate+ Audit in a couple of months. Our experience thus far has been a mixed bag. While some features have been refreshing and have resulted in increased productivity, we've also been forced to adopt "adapt, improvise and overcome" approach in order to work around many of the software limitations. Customer service has been extremely disappointing. Response times are insanely long. They never answer their phones. The turnout time for even the most urgent issues exceeds 24 hours.

Vantagens:

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.

Desvantagens:

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.

Jackie
Quality, México
Fabricação elétrica/eletrônica, 10.000+ funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Good to get a start on Audit

4,0 há 4 meses

Vantagens:

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

Desvantagens:

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

Julie
IT Audit Specialist, EUA
Seguros, 1.001–5.000 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

TeamMate+

4,0 há 5 anos

Comentários: Overall, we like the tool. Choosing the vendor hosted SaaS solution has been a huge advantage for our small team. We no longer have to coordinate with our IT staff and perform testing for new releases. This time savings is invaluable. While I have found success with the support team, I feel it is understaffed which has led to longer wait times than should be considered acceptable. We are in it for the long term though and look forward to helping shape TeamMate+ into a tool valuable for audit departments all over the world.

Vantagens:

Being a TeamMate AM user it was fairly easy to transition to TeamMate+. The concepts were the same so we understood the framework that was used to develop and modernize the software. This made it much easier for our small team to pick up learning TM+ versus starting completely from scratch with a new vendor.

Desvantagens:

TeamMate+ is not done being built. Of course one is never done, but some basic functionality that existed in TeamMate AM is not yet available in TeamMate+. This is frustrating as some of that functionality was used by our team and now we have to wait to see if and when it will be added. Due to these items not being explicitly defined it has taken us a while to identify all of them and causes delays as we figure out acceptable workarounds.

Avaliador Verificado
Usuário do LinkedIn Verificado
Internet, 5.001–10.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Great for Internal Audit

4,0 há 6 anos

Comentários: TeamMate has really helped organize our work papers and segregation of duties with work paper review. Overall, I would say our team is satisfied with the product and will continue to use it.

Vantagens:

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.

Desvantagens:

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.

Avaliador Verificado
Usuário do LinkedIn Verificado
Usou o software para: Mais de dois anos
Fonte da avaliação

Fully integrated audit software

5,0 há 7 anos

Comentários: Best audit software currently in the market

Vantagens:

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

Desvantagens:

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

Avaliador Verificado
Usuário do LinkedIn Verificado
Serviços financeiros, 10.000+ funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Excellent audit workflow tool

5,0 há 4 anos

Vantagens:

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

Desvantagens:

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

Avaliador Verificado
Usuário do LinkedIn Verificado
Companhias aéreas/Aviação, 10.000+ funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Does the job just fine, could have more functionality

4,0 há 5 anos

Vantagens:

I enjoy how easy it feels to navigate the tool. There is not a huge learning curve!

Desvantagens:

The sign off feature could be improved. For example, if something is signed off both at the preparer and then the reviewer level, and then someone goes ahead and makes a slight change - or even better, simply saving it over again without a change - the item is flagged. It might be great for version controls but is annoying to have to deal with this even when things weren't changed.

Christopher
Christopher
Especialista de base de datos y Middleware, Colômbia
Usuário do LinkedIn Verificado
Varejistas, 1.001–5.000 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

TeamMate Review

5,0 há 6 anos

Comentários: Internal and external audit documentation

Vantagens:

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

Desvantagens:

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.

Manoj
Head of Internal Audit, Emirados Árabes Unidos
Serviços financeiros, 51–200 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Alternativas consideradas anteriormente:

Amazing Audit Software but needs some improvements in Support

4,0 há 6 dias Novo

Comentários: Overall the TM Audit experience has been very good.

Vantagens:

Central Repository for all IA documentation, Best User friendly IA application, Prompt Support, Knowledge sharing portal, etc.,

Desvantagens:

We had one overdue unresolved issue related to "Failure of the Consolidated Email Notifications" being sent by the TM Application. This issue was raised in the initial setup phase (done by TM Technical team in Feb'2024). Although it has been almost a year but this support ticket has not been resolved by the TM Support team.

Resposta do Wolters Kluwer

há 5 dias

Thank you, Manoj, for taking the time to provide your feedback. At TeamMate, we are committed to supporting you through every step of your customer journey with us. We’ve shared your feedback with our Customer Services and Support teams to address.

Doug
Senior Auditor, EUA
Defesa e aeroespacial, 10.000+ funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Great, but always room for improvement

5,0 semana passada Novo

Comentários: I think it's a great solution that achieves 100% of our needs and 80% of our desires.

Vantagens:

It's simple to record audit workpapers and evidence review using workflows.

Desvantagens:

Maybe this is just our organization, but users can't upload an audit program from an Excel file directly into a single project. Most of our audit programs are tailored to a specific project and therefore we need to adjust them manually in Excel each time to present to our management team for approval. Then we have to get our admins to upload the program into TeamStore so that we can import it. It would be great if we could ad-hoc upload an Excel file for each project without going through TeamStore. Also, sometimes the linkage between coaching notes and issues to the procedures is not very clear. Especially when you get an email notification - there is no mention of the procedure that they are linked to.

Resposta do Wolters Kluwer

há 6 dias

Thank you, Doug, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered.

Peter
Internal Auditor, Nigéria
Bancos, 10.000+ funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Augmenting Audit Efficiency

4,0 semana passada Novo

Comentários: To be candid, the Teammate has made the auditing work easier and tracking of exception more efficient. The review of other team members work has become efficient and more effective.

Vantagens:

Easy to use, easy to navigate, the convenience it brings, and it augments auditing efficiency and functions.

Desvantagens:

The green saved icon display quickly. One will not know if it has saved or not. The green saved icon appearing time can be elongated. And there is a need to make it more visible too.

Resposta do Wolters Kluwer

ontem

Thank you, Peter, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered.

Sarah
Audit Operations and Technology Lead, EUA
Seguros, 5.001–10.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

TeamMate+ Audit is the complete package!

4,0 semana passada Novo

Comentários: Great product and customer service. Managing an audit function from risk assessment to audit plan execution and reporting is easy and efficient.

Vantagens:

Reporting functionality is phenomenal and easy to use

Desvantagens:

Notifications rarely work...updates to data are not easy to manage if changes occur often

Resposta do Wolters Kluwer

semana passada

Thank you for sharing your feedback with us, Sarah. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement.

Kareem
Snr Controls Auditor, Canadá
Seguros, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Easy to Use and Impactful

4,0 semana passada Novo

Comentários: My experience is positive. The application helps me to organize my files and incorporate the guidance and standards my work is based on at an easily accessible spot.

Vantagens:

It allows me add my procedures and supporting documents in the folders desired. The way I am able to tailor the presentation of my audit file.

Desvantagens:

I am not able to open the files attached in TeamMate.

Resposta do Wolters Kluwer

há 6 dias

Thank you, Kareem, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered.

Nicole
Sr Analyst IT SOX Compliance, EUA
Bancos, 501–1.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Overall a great product

4,0 semana passada Novo

Comentários: Overall, I enjoy working with TeamMate+ as it has made parts of my job easier and more efficient. While there are always things that could be improved, I do think that the overall functionality is great and makes this a great tool to get the work done.

Vantagens:

I like that I am able to have everything I need in one place - key information, reporting functionality, testing/documentation, ability to store documents and share files/folders with others, import excel files for shared editable spreadsheets, control over who has access to various areas or reports our team shares.

Desvantagens:

Some functionality around documenting in the test forms can be difficult or inconvenient - for example, with the feature to now edit in word/excel, any changes made to the document throws off any tick marks/boxes in the workpaper making it more difficult to make changes that way. Also, for reports that I have created, if help is needed from the support team and they add in any columns/make adjustments, I lose the ability to make any edits to the report.

Resposta do Wolters Kluwer

há 6 dias

Thank you for sharing your feedback with us, Nicole. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement.

Charlene
Technical Audit Senior Supervisor, Filipinas
Manutenção predial, 5.001–10.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

TeamMate+ as a robust tool in our organization

5,0 semana passada Novo

Comentários: My overall experience in using TeamMate+ Audit is generally positive and very helpful in our work, it is a robust tool for us. For the size of our organization and the need, TeamMate+ is very helpful. It covers from the planning gup to monitoring phase of the audit. During planning stage, it is structured to prioritize those with high risk areas.

Vantagens:

The TeamMaate + can be used by multiple users at a time. This feature is best for my team since most of our engagements are in a group set up.

Desvantagens:

We have some features that are not being used, possibly because we cannot configure them or align them in the way we need. We spent time addressing this during the transition.

Resposta do Wolters Kluwer

ontem

Thank you, Charlene, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration.

Rizwan
Internal Audit Manager, Arábia Saudita
Petróleo e energia, 5.001–10.000 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Improvements required in TM+

3,0 há 7 dias Novo

Comentários: Its been quite challenging for us to use the system practically so far. TM+ needs a lot of improvement and updates to meet its customer needs.

Vantagens:

Provides a platform to electronically store and review audit working papers.

Desvantagens:

- Inflexibility to customize the TM Insight reports and dashboards to stakeholders needs - Weak risk assessment functionalities e.g. non linking of strategic and process risks/scoring, no option to include additional factors (e.g. time since last audit, executive management concerns etc.) to be included in the total risk score - Changes in audit report are not reflected back to the project automatically. - Its a formatting nightmare to extract audit report from TM+ and needs a lot of work to fix it. - Follow-up process and workflows require improvements. - Multiple bugs and issues which are always mentioned by support that tit will be fixed in next upgrade.

Resposta do Wolters Kluwer

há 5 dias

Thank you, Rizwan, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered.

Carmela
Data Business Analyst, EUA
Seguros, 501–1.000 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Great tool

4,0 semana passada Novo

Comentários: It's been slow trying to understand it but tech support has been very helpful.

Vantagens:

The customization process. My team and I were able to change field names which helped out a lot.

Desvantagens:

The new format. We are not big fans of the new format.

Resposta do Wolters Kluwer

há 6 dias

Thank you, Carmela, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration.

Seonghyeok
Internal Auditor, EUA
Jogos e cassinos, 51–200 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Good tool, but needs major updates

3,0 há 5 dias Novo

Comentários: Teammate+ has made it easier for projects to be centralized and easy to access for the team collectively, but with issues with linking and opening documents, has made it hard to efficiently work.

Vantagens:

I like the features of linking between different documents in the same project. Also being able to store exceptions or notes from prior audits into the teammate store, for ease of access and reference.

Desvantagens:

The new feature on the side that shows a brief summary of the progress when you open the project is not helpful and very annoying. Often times the linking or opening of workbooks do not work or times out. I've been having a long term issue of the link pasting, pasting links copied from prior. Ending up with 4 links pasted in a document, when I only wanted the most current one.

Resposta do Wolters Kluwer

ontem

Thank you, Seonghyeok, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered.

Katrina
Internal Auditor, EUA
Hospitais e Saúde, 5.001–10.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Highly Recommend Audit Management Tool

5,0 semana passada Novo

Comentários: Overall, I like it. It is reliable for managing audits efficiently.

Vantagens:

It offers end-to-end audit management features, including planning, execution, reporting, and follow-up.

Desvantagens:

It has a steep learning curve. It requires training to fully understand and use all of the features effectively.

Resposta do Wolters Kluwer

há 6 dias

Thank you, Katrina, for taking the time to provide your feedback. At TeamMate, we are committed to supporting you through every step of your customer journey with us. We’ve shared your feedback with our Customer Services and Support teams to address.

Ramsen
Head Of Technology Audit, Egito
Bancos, 1.001–5.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

waiting more

4,0 ontem Novo

Comentários: - Good improving and rising system.
- Well configured.
- Friendly interface.
- Designed well to support audit process.
- Effective support team.

Vantagens:

configuration flexibility and the powerful help module.

Desvantagens:

1- No unique identifier for some critical components like (findings, recommendation ...etc) and limitation of some features. 2- Availing some vital features with extra cost although they are essential and a core functionalities

Resposta do Wolters Kluwer

há 3 horas

Thank you, Ramsen, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration.

Corri
Director of Internal Audit, EUA
Serviços e tecnologia da informação, 5.001–10.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Top Product with Lots of Bugs to Work Out

4,0 semana passada Novo

Comentários: I think it is a solid system that has good functionality and flexibility; however, it consistently has problems.

Vantagens:

The ability to map different dimensions to view controls based on different frameworks (when it works).

Desvantagens:

The system has a LOT of bugs and lacks a customer support team with the capability to help with them 99% of the time so you just have to live with the problems.

Resposta do Wolters Kluwer

semana passada

Thank you, Corri, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team and Customer Services and Support Team for consideration.

Jonathan
Deputy Audit Officer, EUA
Educação superior, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Deputy Audit Officer

4,0 semana passada Novo

Comentários: We use teammate+ in teamcloud. since moving to the cloud it has made things a lot easier. User maintenance is also very good in teammate in general.

Vantagens:

new look is really nice and customization throughout

Desvantagens:

saving feature / advanced integration installer requiring admin credentials

Resposta do Wolters Kluwer

há 6 dias

Thank you for sharing your feedback with us, Jonathan. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement.

Randy
Senior Auditor, EUA
Bancos, 1.001–5.000 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

TeamMate Audit Review

5,0 há 6 dias Novo

Comentários: Despite the aforementioned negative aspect, I think that I have had a very good experience with TeamMate and the positive components definitely outweigh the negative aspects.

Vantagens:

I really like that it is a very user friendly program. It offers very nice organization and a layout that just makes logical sense. Given these qualities it makes organizing and maintaining audit files that much easier.

Desvantagens:

The one thing that I did not like about TeamMate is the trouble I have had with the check in/checkout feature. Various instances, I have had TeamMate not respond to button clicks for checking out or checking in. Additionally, I have had issues where I edit a document, check in that document, and the check in does not register despite TeamMate telling me it did. Therefore, next time I log in, my work is not updated and I lost all progress.

Resposta do Wolters Kluwer

ontem

Thank you, Randy, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered.