Document
Introduction
An engagement map is an essential planning tool for your data-driven risk-based audits. You can use it to align on timelines, training, and resources such as client data requirements. Additionally, an engagement map can help identify libraries to set up based on industry, common financial account groupings, and custom ratios.
Engagement maps ensure you have the right information (such as ERP guides and data requirements) at the right time.
Finally, an engagement map helps our Customer Success Team establish a clear line of communication with the appropriate audit managers for specific engagements.
What's next?
Fill out the Engagement map tab. Once complete, email the document back to your Customer Success Manager at MindBridge.
Engagement map
| Name | Phone number | Email address | |
|---|---|---|---|
| Firm name | |||
| Executive sponsor | |||
| Project lead | |||
| IT contact | |||
| MindBridge Client Executive | |||
| MindBridge Customer Service Manager | |||
| Engagement data | |||
| ----- | ------------------- | -------------------- | ---------------------------------- |
| Client name | Industry | Is there a standard account grouping for the industry? | |
| Fiscal year end | ERP system | Adjustment period (optional) | |
| Interim | Initial audit data request date | Interim audit field date (optional) | |
| Audit field date | Special considerations and notes | First name | |
| Last name | Phone number (optional) | Email address | |
| Title | Status | Custom library | |
| Comments | Account grouping | Beginning TB received | |
| Beginning TB imported | Interim TB received | Interim TB imported | |
| EOY TB received | EOY TB imported | Results submitted | |
| Office |