AuditBoard vs. Microsoft SharePoint vs. SAP Crystal

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

Incentivized

SharePoint Document Management excels as a central repository for storing, organising, and retrieving documents. It supports version control, metadata tagging, secure access, and integration with tools like Power Automate. At our organisation, it's used for managing contracts, policies, and supplier documents. SharePoint Workflow Automation integrates with Power Automate to streamline approvals, gather feedback, and automate recurring tasks. This reduces reliance on email chains and manual trackers.

Incentivized

Generation of templated reports is the strong suit of SAP Crystal. Allows users to change formats in templates bases on requirement with minimal effort. Automated report delivery requires the user to be aware of sql which cannot be expected from all users. Should support more document export formats and improve the UI for SAP B1 Users

Incentivized

• 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.

Incentivized

• We track employees' performance sheets, which are accessible to the employee, his manager, and HR, and this helps with transparency.
• We maintain technical process documents and SOPs, which help us quickly provide relevant documents during audits.
• We maintain incident documents change request forms in SharePoint, which helps us in tracking the changes.

Incentivized

• Crystal Reports allows us to create a consistent template for all of our reports.
• Crystal Reports and Server allows us to house a repository for all of our reports to make them easy to find and update when necessary.
• Crystal Reports can connect to a wide variety of data sources.
• Crystal Reports can be a little daunting when first implementing. There are a lot of nuances in learning how to truly master this software and it can be frustrating at times.

Incentivized

• 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.

Incentivized

• Windows Explorer users have some difficulty having to constantly UPLOAD / DOWNLOAD files. Specifically on the DOWNLOAD when they are used to Drag & Drop in & out of LOCAL folders via Window's explorer.
• Microsoft SharePoint supports multiple "library" types. When implementing our "image" library the search function is done via "tags" and boolean logic. This is challenging to most end users. I'd like our users to be able to search our Microsoft SharePoint image library without having to enter KEYWORD or other BOOLEAN logic.
• Microsoft SharePoint can also be an internal website for each department or company wide communication tool but I believe these features are geared for much larger organizations. Since we are a SMB we really aren't using these features. So maybe something more useful to SMBs would be nice.

Incentivized

• The export of reports to Excel is very cumbersome and the results are difficult to format.
• The design of reports and the graphical features (e.g. charts) feel quite rigid.
• The learning curve for a non-programmer is incredibly steep, making Crystal a specialty tool.

Incentivized

It's integral to our business. It's already included with most of the Office 365 licensing we buy, so the cost is effectively zero. It stores our files, it is the foundation for custom applications, and Microsoft only continues to enhance its functionality and its connections to other Microsoft tools. SharePoint just keeps getting better and better.

Incentivized

We have been using this product for so many years and it has truly become a cornerstone to our business processes when it comes to developing and distributing information via reports. We currently have over 500 reports developed to date over about 30 systems and that will continue to grow as user needs change.

No usability issues reported. Individual teams also have allocated areas which replace legacy shared drives on local LANs. Access to Sharepoint resources is fully integrated with corporate Active Directory with additional two-factor authentication required for administrative users. Users have access to Microsoft Services Hub which allows you to create, manage, and track support requests while staying current on Microsoft technologies with access to select self-paced learning paths

Incentivized

Crystal is very robust, but not always easy to use. It create wonderful looking reports, and so deserves a high rating. However, I have to take a couple of points off for the simple fact that I cannot hand it to a user and expect them to be able to do development with it.

Incentivized

Support for SharePoint is quite good. Microsoft provides good support. Microsoft offers

• Quick turnaround time for issues
• A range of support services
• Access to a network of resources
• Escalation of issues
• Ongoing development and commitment to produce enhancement

The majority of support is required for initial installation. Once complete and the system is operating we have had very few support issues.

Incentivized

The support community can be difficult to navigate. I've also run into issues with my login. The SAP system has a bizarre mechanism for validating users that requires users to have what is called an S-ID. A basic ID may not give you access to all the features in the portal. The limitation may include not being able to perform a simple task like downloading patches and updates. This isn't a big deal for single user license but for teams it can be a pain.

Incentivized

The face to face training I received was on SharePoint Administration. It was rushed as there was a lot of information to cover and the application of the labs weren't that great either. I like to be able to relate what I am learning to what I am currently doing.

Trainer was patient and thorough in going through the basics and willing to answer questions by email after the initial training

Incentivized

I like to learn at my own pace and online training allows for that. Additionally, you can skip through pieces of content that you already know or are already comfortable with. Microsoft actually offers great videos on their website for basic fundamental SharePoint Training. I have used these training videos in some of my own training sessions with end users.

Planning to the last detail would be advised. SharePoint is a very large application that takes a lot of finesse to get operational

Just like any other implementation: When designing the differing reports, get end users' input, make sure to design the reports so that they display the information that the company requires, in the best and clearest way possible.

Test, test, test, revise when needed, and, particularly, do sufficient training so users are comfortable using Crystal Reports!

Incentivized

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

Incentivized

The reasons for selecting MS SharePoint are: SharePoint provides ease of use and web design assistance and support SharePoint helps you schedule your content for publishing. enables users to share documents with external parties and offers a better internal structure of the content and better indexing and searching capabilities.

Incentivized

Crystal reports is useful in case we want to import data from data base . We can write queries in it but Google Charts require to be implemented in our application using code so crystal reports is better than Google Charts.

Incentivized

• 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.

Incentivized

• It comes with Office 365. It won't cost you any additional charges.
• It will help you to streamline your communication and work as a central hub for all tasks, files[,] and events[.]
• Setting it up will need a bit [of] planning. If you jump blindly it will become a confusing place for your team members and make them frustrated[.]

Incentivized

• It is a decent buy for specific departments in terms of reporting capabilities but updates and cost (frequent) demands are higher with the benefits offered.
• So long as the requirements are not ever changing, with scheduling functionality, it's a handsome tool.

Incentivized