Thomson Reuters Online Audit Tool - Checkpoint Engage (2017-18)
Background
Even though it has been 20 years since audits went paperless, many auditors still struggle with inefficiencies due to outdated processes. In a constantly changing audit landscape, there's a new way to achieve the efficiency, accuracy, and consistency auditor’s need to manage their accounting and audit processes.
In 2017, I had the incredible opportunity to join the Central UX team of Thomson Reuters Tax and Accounting department. Worked in cross-functional team to build the next generation of audit engagements, Checkpoint Engage, is a fully integrated online audit solution. We've enhanced our trusted, risk-based engagement process — while ensuring that version control and staff access are issues of the past. Now, auditors can keep up with changes on the go, and share information while accessing and working on engagements simultaneously in the field from anywhere, at any time.
OBJECTIVES
Easily share information with audit team while accessing and working on engagements simultaneously from anywhere without version control issues thanks to the cloud-based platform of Checkpoint Engage.
Easily identify auditor documented risks, and assertions to prevent over-auditing.
Get comprehensive coverage of expert-authored content for a wide breadth of specialized industries so auditors can take their firm to the next level.
Integrate Checkpoint Engage with other Thomson Reuters professional audit solution, AdvanceFlow, to increase accuracy and simplify your audit process from start to finish.
MY ROLE AND TEAM
Led the UX design for Checkpoint Engage project. Worked with an UX Researcher in Agile/Scrum environment.
Mockups
Challenges
Risk-Based Audit Design
Created ability that equips users (auditors) with unmatched flexibility to design a risk-based audit approach for any size engagement. Suggested audit procedures determined based on the auditor’s identified risks and risk assessments. Blank audit programs, allowing procedures to be added step-by-step.
Integrate with another Thomson Reuters professional audit solution, AdvanceFlow
Created Workpaper Management process. Manage even the most complex engagements with extensive templates, customization features and the ability to perform several tasks at once. Handle large consolidation and fund clients with ease using the working trial balance. Enjoy fast imports and filtering to speed your workflow and increase accuracy.