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The MindBridge Engagement Map

Article author
Jonathon Plowman-Samson
  • Updated


Learn about the MindBridge engagement map and how to use it with MindBridge.


The engagement map is an essential planning tool that helps you get the most out of MindBridge. It aligns our teams with yours on things like timelines, training, and resources, as well as data requirements from your clients. It can also help you identify libraries that could be set up based on industry, common financial account groupings, and custom ratios.

By completing an engagement map and reviewing it with your Customer Success Manager, we can better establish a clear line of communication with the appropriate audit managers in charge of each engagement. This ensured your teams have the right information, such as ERP guides and data requirements, at the right time. 

Use the engagement map

The engagement map is broken up into 4 sections, each providing detailed information about your engagements in advance so we can prepare you with anything you might need.

Internal information

The section in the upper left requires information about your firm, including names and contact information of key stakeholders.

  • Firm name
  • Executive sponsor
  • Project leader
  • IT contact
  • MBAI sales rep
  • MBAI CS Manager

Engagement details

The leftmost section of the chart requires information about each engagement.

  • Client name
  • Industry
  • Does your firm have a standard Account Grouping for the industry?
  • Fiscal year end
  • Financial management system
  • Adjustment period (optional)
  • Interim
  • Initial audit data request date
  • Interim audit field date (optional)
  • Audit field date
  • Special considerations and notes

Engagement lead

The center section requires information about the engagement’s lead contact.

  • Name
  • Phone number
  • Email address
  • Title

Additional information

The rightmost section requires additional information.

  • Status
  • Custom Library
  • Comments

Export the engagement map

You can export the Engagement Map Template below.

Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance

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