CaseWare IDEA is a data analysis and data extraction tool supporting audit processes. IDEA integrates with various solutions to make obtaining and exporting data easy, such as SAP solutions, accounting packages, CRM systems and other enterprise solutions for a single version of the truth.
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Ideagen Quality Management
ScoreĀ 7.7Ā outĀ ofĀ 10
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Ideagen Quality Management (formerly Q-Pulse, Qualtrax and Qadex) integrates with an organization's existing processes and acts as the backbone of its processes, providing workflow automations and comprehensive document management, enabling teams to identify and rectify any issues before they arise. This solution is designed to elevate an organization's performance with digital quality management solution.
One example of specific scenario in [CaseWare] IDEA is the ability to run samples separately and then based off of the results, compare and contrast the values recorded and easily discern if there are any variables or discrepancies within the data itself. Also, we can test journal entries with certain parameters to check the audit for any issues that may arise pertaining to the criteria. By testing, we are able to make sure the data is accurate and sufficient.
Truthfully, there is no scenario where I cannot see Ideagen being beneficial to a company. The ability for a company to have it's staff trained remotely is invaluable, as most of the world now lives virtually. Couple that with the advantage of giving persons access to other modules, which may not be officially assigned to them, persons can continue to make themselves more marketable with continued learning.
Can use on large quantities of data and quickly analyze them.
Uses logic that can be followed if one is an auditor. I, for example, could understand the logic in a number of samples, i.e how the number of samples thrown changes when risk changes from low to moderate in proportion taking in consideration the materiality.
Other audit firms are using 2 software for the process that IDEA alone can do. So IDEA has a definite advantage here.
The training module is basic. If your training program is more complicated than simple onboarding training, then the Q-Pulse training module will be a bit of a challenge. It's not impossible to use, but there are better programs out there. I understand though, that this is an area that is being improved on soon.
Q-Pulse QMS is totally integrated into our organization now. It does the job nicely and to change it would cause unnecessary disruption to our operation.
The flexibility of use is very good. The workflows can be applied to a lot of different areas of the business and they're not difficult to build. Users can run reports and track progress of employee training compliance. Usability to me includes the experience aspect and the UI is a little tired. Re-working the front end for organizational purposes along with look and feel would keep this app fresh.
The support team for Q-Pulse QMS is fantastic. Ideagen has invested a lot in this area, opening offices all around the world. Q-Pulse QMS product managers are also very responsive to requests and improvement suggestions. Ideagen also hosts annual conferences, which bring their customers together where ideas can be shared and we can meet the people developing the program.
I have used Microstart and would definitely vote for IDEA because IDEA combines what Microstart does with the help of one/more softwares. Where Microstart just gives a number of samples, IDEA selects the number of samples based on materiality, risk, and other factors. It selects those samples from the population leaving out line items that are invalid/ zero. I would prefer using IDEA any day.
I was not involved in solution selection, but this solution is fit for purpose for a number of different tools that we could be paying for as well. We are not purchasing an HR workflow tool because the workflows accommodate most of our needs and the one that it doesn't aren't necessarily appropriate anyway. Regulatory software validations are performed in Ideagen because the overhead of a software specific tool is more that what we require. The upside is that all of those records are in a consolidated location for an audit.