Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Exceptional Aftercare and Easy Navigation—TeamMate Listens to Feedback"
5/5
What do you like best about TeamMate?

The continued after care by TeamMate and Bright. They listen and take customer feedback very seriously, no matter how small or big the feedback is.

On functionality, so far, I like the best of its easy navigation.

We are implementing new functionality. I may start to like other functions as well. Review collected by and hosted on G2.com.

What do you dislike about TeamMate?

Although easy navigation, TeamMate can be more innovative on more modern look I think. This may not take away the easy navigation, but phycologically attract the users. Right now, TeamMate has been optimising the look and feel slowly. But it still looks a bit outdated. Review collected by and hosted on G2.com.

Jheff G.
JG
Jheff G.
Data Protection Officer
Small-Business (50 or fewer emp.)
"TeamMate+ Makes Audit Project Tracking Easy and Agile"
4/5
What do you like best about TeamMate?

TeamMate has been very useful for our team. As an Internal Audit Manager, I can easily track my team’s audit projects and stay on top of progress across each engagement. The approach also feels agile, which makes it easier for auditees to provide their responses to audit findings in a timely, straightforward way. Review collected by and hosted on G2.com.

What do you dislike about TeamMate?

For me, the least helpful feature as a user is the Agile or storyboard function. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate

Thank you, Jheff, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization.

Verified User in Manufacturing
UM
Verified User in Manufacturing
Mid-Market (51-1000 emp.)
"Helpful Tool for Auditors"
4/5
What do you like best about TeamMate?

What I like best about TeamMate is its user-friendly and organized platform that helps streamline audit and compliance activities. It improves collaboration among team members, keeps documentation centralized, and makes it easier to track progress, manage risks, and maintain consistency throughout the audit process. The efficiency and transparency it provides help teams work more productively and effectively. Review collected by and hosted on G2.com.

What do you dislike about TeamMate?

TeamMate is a valuable tool for audit management, but there are opportunities to improve system speed, simplify navigation, and make certain functions more intuitive. These enhancements could help users complete tasks more efficiently and improve the overall experience. Review collected by and hosted on G2.com.

Gawain M.
GM
Gawain M.
IT Auditor
Enterprise (> 1000 emp.)
"Great working paper solution for internal auditors"
4.5/5
What do you like best about TeamMate?

Some of its key features include customizable templates, real-time collaboration, centralized data storage, and automated workflow. These features can help increase auditing professionals' productivity, efficiency, and accuracy. Review collected by and hosted on G2.com.

What do you dislike about TeamMate?

Some features take some time to get used to coming from Teammate AM. Some office add-ons appear to be difficult to install without Administrator assistance. Reporting tool could be improved Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate

Thank you for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. 

Verified User in Gambling & Casinos
UG
Verified User in Gambling & Casinos
Mid-Market (51-1000 emp.)
"Keeps Work Organized with Helpful Reminders and a Solid Finalization Process"
4/5
What do you like best about TeamMate?

It helps me keep things organized and logical, with a good overall flow. I also like the built-in reminders for follow-up, along with the finalization process that helps ensure nothing gets left open. Customer support has been helpful, and the FAQ has helped answer many questions before needing to dig further. Review collected by and hosted on G2.com.

What do you dislike about TeamMate?

The main dashboard needs more customization such as audit completion, what's pending review, anything outstanding longer than a certain period of time. The software can be finnicky with opening/checking out documents, often requiring the document to be closed again, then reopened. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate

Thank you for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered.

Verified User in Retail
UR
Verified User in Retail
Enterprise (> 1000 emp.)
"Great engagement lifecycle tracking, but attachment preview/download needs improvement"
3.5/5
What do you like best about TeamMate?

All documentation and tracking for the Engagement Lifecycle is in one place, including MAPs, as well as auditee tracking and the ability to close out outstanding MAPs. Review collected by and hosted on G2.com.

What do you dislike about TeamMate?

The user interface is a little cumbersome, but the MAIN issue is that you can’t preview attachments. Every time I want to see what’s attached, I have to download a local copy to my computer.

Also, on the Procedure Summary page, attachments appear in the table, but nothing happens when you click them. You can’t preview or download the attachments from there. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate

Thank you for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. 

Verified User in Hospital & Health Care
UH
Verified User in Hospital & Health Care
Mid-Market (51-1000 emp.)
"All-in-One Audit Organization That Keeps the Whole Team Aligned"
5/5
What do you like best about TeamMate?

I like that everything is in one place. It helps keep audit files organized, makes it easy to follow up on outstanding items, and everyone on the team can see the progress without going back and forth over emails. Review collected by and hosted on G2.com.

What do you dislike about TeamMate?

It can feel a bit slow at times, and some features take a while to get used to. The interface could also be a little more modern. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care
UH
Verified User in Hospital & Health Care
Enterprise (> 1000 emp.)
"Streamlined and fully integrated audit tool!"
4.5/5
What do you like best about TeamMate?

TeamMate helps structure audits by keeping all information in one tool. It also provides the opportunity to perform risk assessments for the audit plan and supports auditors significantly with follow-up tasks. Moreover audit reports are generated automatically based on the input during the audit. Review collected by and hosted on G2.com.

What do you dislike about TeamMate?

At the moment, TeamMate does not support the Dutch language. As a result, any AI-based text improvements and translations have to be done outside the tool. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate

Thank you for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. 

Verified User in Hospital & Health Care
UH
Verified User in Hospital & Health Care
Small-Business (50 or fewer emp.)
"Highly Customizable for Operational Audits"
4/5
What do you like best about TeamMate?

It is customizable which works well for operational audits. Review collected by and hosted on G2.com.

What do you dislike about TeamMate?

The width of the Title column in projects should be allowed to go wider. It often cuts off the titles of our tests and then I have to click on each one to read the full title to see what it is I am needing to look at.

The SmartCheck box always popping out instead of staying hidden. My company does not use and I have to minimize it every time I click into a step.

Follow-up could be improved. It seems more rudimentary compared the rest of the program. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate

Thank you for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. 

Verified User
G
Verified User
Small-Business (50 or fewer emp.)
"Simplifies Audit Processes with Excellent Support"
4.5/5
What do you like best about TeamMate?

I find TeamMate+ easy to work with due to its simple-to-navigate user interface. The audit program workflow is a big improvement over spreadsheet templates, as everything is documented in one place making collaboration with team members easier. The setup makes it convenient for team leaders and managers to work together, with checklists to track audit progress and review notes closure tracking. I appreciate the notifications that alert for completed stages and initiate reviews. The support from the implementation team was excellent, making the transition much smoother. Review collected by and hosted on G2.com.

What do you dislike about TeamMate?

I'm still struggling to get the automatic report generator to come out in the right format. There seems to be some inadequacies in importing data that is in tables, for instance. Furthermore, the report structure has changed from merely extracting TeamMate+ data to summarizations that need to be made by the auditor. I feel AI could be incorporated in the report generator to analyze audit results and assist with the summarization. Also, the TeamMate+ Insights dashboards were not working for us, so we had to only integrate with Power BI for enhanced analysis of data and stakeholder reporting. Review collected by and hosted on G2.com.