Summary
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 your industry, financial account groupings, and custom ratios.
Complete an engagement map and review it with your MindBridge Customer Success Manager to establish a clear line of communication with appropriate team members, and ensure your teams have the right information, such as ERP data export guides (EXPORT ONLY) and data requirements, at the right time.
Learn how to leverage the MindBridge engagement map below, and improve your team's MindBridge experience.
Use the engagement map
Export the MindBridge Engagement Map template
The engagement map is broken up into 4 sections that must be completed by you or your team. Each section provides MindBridge with pertinent details about your engagements so we can help you get a head start.
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
- MindBridge Client Executive
- MindBridge Customer Support 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
- ERP (or applicable 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 lead's contact information.
- Name
- Phone number
- Email address
- Title
Additional information
The rightmost section requires additional information about the engagement.
- Status
- Custom library
- Comments
Anything else on your mind? Chat with us or submit a request for further assistance.