A powerful audit management software that allows organizations to manage audit engagements, including planning, scheduling, and tracking results. Features include a built-in risk management framework and customizable reporting.
Applications that plan, conduct, document, and report on internal audits, helping identify compliance gaps and control weaknesses.
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Risk-based Planning Allows audits to be prioritized and planned based on risk assessment. |
Pentana Audit offers risk-based planning as part of its integrated risk and audit management features. | |
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Template Library Availability of predefined audit templates tailored for insurance compliance. |
Documentation states availability of predefined audit templates tailored for insurance and other regulated markets. | |
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Customizable Checklists Ability to create and modify checklists to fit specific audit needs. |
Marketing material indicates customizable and configurable checklists and processes. | |
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Automated Scheduling Capability to automate audit scheduling and send reminders. |
Automated scheduling is supported, with reminders and calendars for audits and tasks. | |
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Recurring Audit Support Supports definition and automatic creation of recurring audits. |
Recurring audit scheduling and automatic creation is available as standard. | |
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Resource Allocation Assigns auditors and other resources according to skill and availability. |
Resource allocation tools assign auditors and track availability and skillsets. | |
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Calendar Integration Integrates with external calendars (Outlook, Google) for event synchronization. |
Outlook and Google calendar integrations are documented on the Ideagen site. | |
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Scope Definition Helps define audit scope, objectives, and stakeholders. |
Audit scope definition and stakeholder identification are core Pentana features. | |
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Document Attachment Allows attaching relevant planning documents to each audit record. |
The audit file/record structure allows document and media attachment. | |
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Approval Workflow Implements multi-level approval process for audit plans. |
Approval workflow with multi-level approval capability is supported in workflow engine. | |
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Audit Universe Management Supports maintaining an inventory of auditable entities. |
Supports management of the audit universe as a tracked inventory. |
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Mobile Access Allows auditors to conduct audits via mobile apps or responsive web interfaces. |
Mobile access is available through responsive web interface. | |
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Offline Mode Provides ability to continue fieldwork when disconnected from the internet. |
Offline mode is highlighted as a feature supporting field work when disconnected. | |
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Task Assignment Assigns procedures and tasks to specific team members. |
Task assignment tools included for allocating procedures to team members. | |
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Evidence Collection Captures and stores evidence files (docs, photos, audio) with traceability to requirements. |
Supports evidence collection and traceable storage of supporting files. | |
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Real-Time Collaboration Enables multiple auditors to work simultaneously and share notes/evidence. |
Real-time collaboration among multiple auditors is supported within the system. | |
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Version Control Manages and tracks document and finding versions. |
Provides full version control on all documents and findings. | |
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Audit Trail Automatically logs all actions taken during the audit process. |
Audit trail logs all actions during the audit for traceability. | |
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Pre-populated Data Imports relevant data and controls from risk/compliance systems to pre-fill fields. |
Integrates with compliance risk data for pre-population of fields. | |
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Checklists and Scoring Supports dynamic, scored checklists for objective assessments. |
Checklist and scoring tools allow dynamic assessments as described in product material. | |
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Time Tracking Records hours spent by auditors on tasks or audits. |
No information available | |
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Status Monitoring Visual dashboards for tracking audit progress. |
Live dashboards for audit status are present. |
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Automated Notifications Sends reminders and alerts for tasks, approvals, or deadlines. |
Automated notifications and reminders are built into the workflow. | |
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Customizable Workflows Ability to configure workflows to match organizational processes. |
Workflows are customizable via workflow engine in Pentana Audit. | |
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Approval Routing Automatically routes findings, reports, and action items to appropriate approvers. |
Approval routing for findings and actions is configurable. | |
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Escalation Management Escalates overdue tasks or unresolved issues automatically. |
Escalation management for overdue issues is supported via rules/automation. | |
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Integration with Task Management Connects with external tools (e.g., Jira, ServiceNow) for task tracking. |
Out-of-the-box connectors exist with task management (e.g., Jira integration). | |
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Conditional Logic Automates tasks or notifications based on field values or findings. |
Conditional logic for automation is listed in configuration guides. | |
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Role-Based Workflow Permissions Enforces permissions and responsibilities according to user roles. |
Role-based workflow permissions configurable via user roles. | |
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Bulk Processing Supports batch closure or review of multiple items. |
Bulk/batch close and review processes are supported. |
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Root Cause Analysis Facilitates systematic evaluation of underlying reasons for findings. |
Root cause analysis tools are documented for findings modules. | |
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Automated Action Plans Automatically generates suggested actions based on findings. |
Suggested actions based on findings are auto-generated in workflow. | |
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Assignment and Accountability Assigns action items to owners and tracks accountability. |
Assignment/accountability for action items is tracked. | |
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Automated Reminders Sends alerts until findings/action items are resolved. |
Automated reminders for outstanding findings/action items supported. | |
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Follow-up Scheduling Schedules and tracks follow-up audits or reviews. |
System supports follow-up scheduling for actions and repeat audits. | |
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Closure Verification Requires evidence and verification before action items are closed. |
Closure verification requiring evidence is configurable. | |
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Prioritization & Severity Rating Rates findings based on impact and urgency. |
Prioritization and severity ratings can be attached to findings. | |
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Ageing Reports Tracks outstanding items by duration to support timely closure. |
Ageing reports to track outstanding issues/duration are available in reporting module. | |
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Link to Policies and Controls Connects findings to specific controls or policies violated. |
Linking findings to relevant policies/controls is standard. |
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Customizable Dashboards Create tailored dashboards for different users or departments. |
Dashboard layouts and content are customizable for users/departments. | |
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Pre-built Report Templates Provides a library of standard audit, compliance, and executive reports. |
Pre-built report templates for executive/compliance/audit available. | |
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Ad Hoc Reporting Allows users to build custom reports as required. |
Custom reports/ad hoc analysis tools are present. | |
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Real-Time Data Refresh Reports and dashboards update instantly as new data arrives. |
Real-time dashboards mean data refresh is instantaneous for new entries. | |
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Graphical Visualizations Supports charts, graphs, heatmaps, and other visual tools for insights. |
Pentana offers visual reporting options (charts, graphs, etc.). | |
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Benchmarking Analytics Enables comparison across units/timeframes for trends and best practices. |
Benchmarking and comparative reporting described in product features. | |
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KPI Tracking Tracks key audit and compliance metrics such as time to close findings. |
KPI tracking available for audit-specific metrics, including time to close. | |
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Export Options Export data and reports in various formats (PDF, Excel, CSV). |
Export to PDF, Excel, CSV explicitly listed in documentation. | |
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Distribution Lists Automates regular report sharing with customizable recipient lists. |
Automated distribution of reports via customizable lists possible. |
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Compliance Libraries Up-to-date catalog of insurance regulations and standards (NAIC, SOX, GDPR, etc.). |
Pre-built compliance libraries and regulatory standards sets are part of the offering. | |
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Regulation Mapping Links audit procedures and controls to regulatory requirements. |
Regulation mapping between audits/controls and requirements is included. | |
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Automated Updates System updates regulations as new rules are released. |
Regulatory updates for managed content and compliance libraries supported (automated updates). | |
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Compliance Gap Analysis Identifies policy/process gaps relative to regulations. |
Compliance gap analysis tools are provided under audit/compliance modules. | |
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Policy Attestation Supports collection and management of compliance attestations. |
Policy attestation and management module is available. | |
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Compliance Calendar Central calendar of external compliance requirements and deadlines. |
Compliance calendar for regulatory deadlines is present within the system. | |
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Automated Evidence Capture Links and stores evidence against each regulatory requirement. |
Automated evidence capture against regulatory requirements is supported. | |
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Third-party Compliance Monitoring Monitors vendor and partner compliance. |
Third-party/vendor compliance monitoring features exist. | |
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Legal Hold Management Implements and enforces legal holds when required. |
Legal hold management is referenced within records management capabilities. |
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Role-Based Access Control Allows granular permissions management per user/role. |
Granular user/role permissions supported (RBAC). | |
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Single Sign-On (SSO) Integrates with leading SSO providers (Okta, Azure AD, etc.). |
Single sign-on offered via SAML/Okta/Azure AD and similar. | |
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Multi-Factor Authentication (MFA) Requires additional authentication factors for access. |
Supports multi-factor authentication as a security standard. | |
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Audit Log Tracks all user activities for security and compliance. |
Comprehensive audit log of all user actions included. | |
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Data Encryption Encrypts sensitive audit, legal, and compliance data at rest and in transit. |
Data encrypted at rest and in transit. | |
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User Provisioning/Deprovisioning Automates account creation and removal. |
Automated provisioning/deprovisioning via integration and admin console supported. | |
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Segregation of Duties Prevents conflicts of interest via permission rules. |
Configurable rules for segregation-of-duties are available. | |
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IP Whitelisting Restricts access by IP for enhanced security. |
IP whitelisting capability offered for security requirements. | |
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Session Timeout Enforces automatic logouts on inactivity. |
Session timeout management is implemented as a security feature. |
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RESTful API Support Allows system integration through standard APIs. |
RESTful API support for external integrations (integration guides provided). | |
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Prebuilt Connectors Out-of-the-box integrations with ERP, GRC, HRM, claims platforms, etc. |
Prebuilt connectors available for major ERP, GRC, HRM, and claims platforms. | |
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Custom Integration Support Ability to connect with proprietary or legacy systems. |
Custom integration out of the box supported. | |
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Data Import/Export Enables bulk data upload and download capabilities. |
Bulk data import/export tools available. | |
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Webhooks Support for event-driven integrations with external applications. |
Support for webhooks for event-driven integrations. | |
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Single Data Model Ensures consistent data structure across API and interface. |
Single data model underpinning both API and interface for consistency. | |
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Batch Processing Handles high-volume data exchange efficiently. |
Batch data processing for high-volume operations is listed as a scale feature. |
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Custom Fields Add or modify fields to capture organization-specific data. |
Custom fields can be added/modified to support organization-specific data. | |
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Configurable Workflows Modify or design workflows without needing code changes. |
Configurable workflows editable through a no-code interface. | |
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White-Labeling Brand the interface with logos, colors, and organization identity. |
White-labeling (logos/colors/branding) is available. | |
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Localization/Internationalization Supports multiple languages, formats, and currencies. |
Support for localization/internationalization (languages, formats, currencies). | |
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User-defined Roles Create custom user roles and permissions. |
Custom user roles and permissions. | |
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Extensible Reporting Add custom reports and visualizations. |
Extensible reporting engine to add/modify custom reports. | |
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Form Designer Design audit forms to match organizational requirements. |
Form designer present for bespoke audit forms. |
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Concurrent User Capacity Number of users that can access the platform simultaneously. |
No information available | |
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Audit Volume Handling Capacity to manage large numbers of concurrent audits. |
No information available | |
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Response Time SLA Average maximum response times for user actions. |
No information available | |
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Data Storage Limits Maximum data stored or processed. |
No information available | |
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Uptime Guarantee Percentage uptime commitment for the platform. |
No information available |
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24/7 Support Availability Provides round-the-clock technical and user support. |
Support available 24/7 as indicated on Ideagen's support pages. | |
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Dedicated Account Manager Point-of-contact for account and service issues. |
Dedicated account management available for enterprise contracts. | |
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Training Materials & E-learning Comprehensive user guides, videos, and tutorials. |
Extensive training and e-learning materials provided for users. | |
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Onboarding Assistance Personalized help during setup and rollout. |
Onboarding and implementation assistance is part of standard offering. | |
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Knowledge Base Searchable library of FAQs, troubleshooting, and best practice articles. |
Online searchable knowledge base is available. | |
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Community Forums Access to user discussion and Q&A forums. |
Community/user forums listed on Ideagen support. | |
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Product Roadmap Transparency Regular updates on new features and product changes. |
Pentana Audit offers product roadmap transparency with regular updates for clients. |
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