CaseWare IDEA vs. SAP Crystal

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.

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

• Easy to understand and easy to use.
• 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.
• Customizable by the company.

• 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

• Bit of a learning curve for the advanced features as a beginner.

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

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.

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

I would rate it a 9 because I never really needed support on this but if I did, there was the necessary support given promptly.

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

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

Incentivized

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 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.

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

• We were able to save time by over 200 billable hours over our last busy season cycle
• We saved roughly 12% on costs compared to the last program we used.

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