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The MindBridge engagement map

  • Updated


Learn about the MindBridge engagement map and how to leverage it for a better experience with MindBridge.


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.

By completing an engagement map and reviewing it with your Customer Success Manager, MindBridge can better establish a clear line of communication with the appropriate audit managers in charge of each engagement. This ensures 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
  • 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’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? Chat with us or submit a request for further assistance.

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