Pros y Contras de AuditDashboard

Very easy to use. Our clients embraced it quickly. Nice to have one source of truth regarding outstanding engagment items. Reseña recopilada por y alojada en G2.com.

Nothing significant comes to mind, so far. It's an easy product to use. Reseña recopilada por y alojada en G2.com.

Easy to use and implementation.

Helpful support. Reseña recopilada por y alojada en G2.com.

It would be helpful to section it out (visually) to different audit areas and have ability to add sub-folders. Reseña recopilada por y alojada en G2.com.

It is nice to have an organized approach to client requests items. It has proven helpful for both staff and clients. Reseña recopilada por y alojada en G2.com.

If there could be more flexibility with who has access to what dashboards and how you would make changes in bulk would be most helpful. Also, if there was a way to only restrict users on the client side of things without impacting the professional staff that would be helpful. I'd love to be able to sort it by completion percentage or to have some ability to track work flow in the system. The snap shots are helpful but at times not enough. On the topic of snap shots, it would be great if we could get a snap shot of comments left in each dashboard or even how many comments/notes a client has left in a dashboard within our emailed weekly/daily notices that would be helpful. Reseña recopilada por y alojada en G2.com.

Able to easily navigate the site, I.e., add an engagement, client and professional users, add/delete requests. Categorizing requests by reference is a good feature. Adding comments is helpful. Reseña recopilada por y alojada en G2.com.

When a client uploads additional information to a request after initially submitting something, a notification is not sent to us.

Also, sometimes a document can be uploaded to a request, and the request status stays at outstanding vs submitted.

When a client just adds a comment to a request vs uploading something, sometimes those are missed until later or we may think that the item is outstanding but really is N/A for the engagement or the client needs clarification on the request. It would be nice to add a sort of "help me" status to a request for clients to use, so we can address those quicker to lessen the time items are outstanding. Reseña recopilada por y alojada en G2.com.

Very efficient in getting all the information to the whole audit team at the same time

Has been a key part in streamlining inforamtion requests and improving the quality of clients experiences during the audit

Client feedback on the ease of use as well as a single source of truth has been excellent

We have had very very few instances where we need to contact customer support

Have used the reporting for debriefing with clients to improve the way the audit is conducted in future years Reseña recopilada por y alojada en G2.com.

Nothing to report at this time, we would seek to report any feedback in real time. Reseña recopilada por y alojada en G2.com.

AuditDashboard es muy fácil de usar y nuestros clientes han respondido muy bien al producto, lo que significa que tenemos un proceso de auditoría más eficiente. Reseña recopilada por y alojada en G2.com.

Lo único que no me gusta es la función de "aceptado", ya que algunos clientes piensan que el trabajo de auditoría se ha realizado cuando en realidad no es así. Reseña recopilada por y alojada en G2.com.

The ability to easily on-board our audit clients and tailor the requests we make.

Additionally the actual front dashboard and how it visualises where all the jobs are up to.

The customer support team have been very helpful in our first year using the software. Reseña recopilada por y alojada en G2.com.

There are some features we are hoping will be implemented such as the ability to upload full folder attachments rather than just the documents within a folder Reseña recopilada por y alojada en G2.com.

Nos mudamos a AuditDashboard hace aproximadamente 4 años como una forma de gestionar la documentación de solicitudes de nuestros clientes y alejarnos de SharePoint. El producto nos permite enviar y monitorear solicitudes fácilmente, y ofrece una forma segura para que nuestros clientes arrastren y suelten fácilmente los elementos que necesitamos. Usamos el producto para todos los compromisos, grandes y pequeños. Reseña recopilada por y alojada en G2.com.

Puede haber impactos en algunos clientes a quienes no les gustan los recordatorios continuos sobre artículos vencidos. Reseña recopilada por y alojada en G2.com.

Their service, functionalities and ease of use. The system is intuitive and easy for clients. It makes communication easier. It was very easy to implement and customer support has been prompt. Reseña recopilada por y alojada en G2.com.

nothing much really, can be prettier in terms of custom color themes Reseña recopilada por y alojada en G2.com.

Helps us organise our audit work and provide insights into activity between the client and the audit team to better plan for future years. Reseña recopilada por y alojada en G2.com.

Team have been receptive of feedback and shared their roadmap - no dislikes to date. Reseña recopilada por y alojada en G2.com.