Likelihood to Recommend Auditboard is especially useful for SOX control testing. It is very convenient having all our information on a single platform. It is easy to communicate PBC requests to clients, store control testing working papers for review, communicate deficiencies and build dashboards to provide visual statistics. Situations where it might not be useful are for organizations that are smaller in size where the templates don't fit well with their internal audit/controls program. There is a significant amount of testing required before using the platform, and adapting working papers to fit in well with AuditBoard
Read full review Our brief experience with Certa was great overall. We liked the many options it provided, and saw how easily it could help manage our company's needs. However, the app was not as intuitive to work our way through, especially for those in our company that are not tech savvy. The onboarding function was what I was most excited about while using it. The dashboard made it super easy to see the overview of a project and know the next steps that need to be taken, and help get everyone on the same page without having to send emails, calls or texts to give updates. However, when deciding whether to continue with Certa or go a different route, the choice was hard, but he had enough employees struggling and unsure on the app that made the end decision
Read full review Pros AuditBoard allows real-time collaboration between control and business owners and auditors. AuditBoard has a lot of fantastic training sessions and office hours to help users make the most of the product. AuditBoard has great customer service personnel to answer questions and troubleshoot any issues. Read full review It made it easy to onboard suppliers Internal and external team communication Fully customizable Read full review Cons We used to perform our Risk Control Analysis (RCA) for each audit's planning in an Excel spreadsheet. Once we purchased the Risk Oversight module, AuditBoard helped us convert the RCA to a system function rather than a spreadsheet. At first, we lost some of the functionality the spreadsheet provided, but AuditBoard did continue to help us build and work towards a solution more similar to what we previously had. Though happy with it, it's still not perfect. As one example, I'd like to be able to link actual Ops Audit work steps that cover the risk and controls being outlined in the RCA, rather than just adding a comment to state which steps cover them. More of a preference, I suppose. I also had demoed their beta Resources and Scheduling module, but it didn't have enough functionality at the time to work for how we put the quarterly Internal Audit schedule together (using Excel). One thing I recall was that you couldn't pull in SOX controls or non-chargeable work (such as education or administration) to auditor's schedules; it was meant to schedule the Ops Audits only. It is possible they have already fixed or improved this; I just haven't seen the updated version. Read full review Because it is fully customizable, we felt like there were too many options. Having more of a basic template for like-minded industries would be helpful. Maneuvering around the app was not as easy as I'd hoped. We have several employees that aren't tech savvy, and it was hard getting them to use the app. Read full review Alternatives Considered I remember there were a lot of sync issues when I used the internally developed software, but that's probably because a few people were working on the same project at the same time. I have not come across this issue in AuditBoard
Read full review We actually ended up picking
JobNimbus over Certa only because we had employees that were already familier with JN and felt comfortable navigating and assisting other coworkers. It came down to JN and Certa and that was the only reason we didn't go with Certa. They were very comparable, but the few employees that are not tech savvy were having difficulties navigating Certa. I would not be opposed to using Certa in the future or recommending it to other companies.
Read full review Return on Investment Hard to quantify. It was cheaper than the tool we had and we were able to get rid of standalone tool for surveys. overall, just better user experience for all. Read full review The contract software was great. We were spending money each month to have certified contracts signed and drawn up. Certa did a great job at including this feature, saving money overall. Once all documents and contacts are inputted, so much time and effort would be saved. We would no longer need to call, email or follow up with each other to verify that tasks were completed. Read full review ScreenShots