Step objectives
At the end of this step you will have planned out when all the steps of the data analytics for your audit will occur. You will also have set-up your team members that will manage and monitor the data analytics process and they will have created the bridge between the auditors and the data analytics team for all trouble-solving. You will be aware of exactly how the entire process will be conducted, what is expected as inputs and outputs for each part of the process and who will be responsible for each step.
Earn stars
- Set-up meeting in calendly link
- Get all of your team members familiar with the forums
- Schedule and be on-time for meeting without reschedule
- Fill-in GAANT chart 2 days prior meeting
- Fill-in Org chart 2 days prior meeting
- Fill-in Checklist 2 days prior meeting
Set-up “Logistics Meeting”
Use the calendly link below to choose a time that suits you for the initial meeting: https://calendly.com/aufinia/sie-data-analytics-2023
Meeting agenda:
- Review and update GAANT chart
- Review organization chart
- Review checklist
- Demonstration of standard data tests
- Define any audit-specific tests
Tasks to do before the meeting
1/ Get your team signed-up and accessing this platform.
2/ Get your team to subscribe to the data analytics framework forum here:
https://staging.300framework.com/forums/forum/data-analytics-framework-forum/
3/ Download the organization chart and fill in who you want your team members for this data analytics work to be
4/ Download the GAANT chart and answer the questions. We will fill in the timing in the meeting
5/ Download the checklist and fill in “Yes” for each item to be sure that you have got everything ready before the meeting
Upload your files before the meeting
Upload below the documents that you have filled in, ideally two days before the meeting starts. The data analytics team will use this information to prepare the meeting. Please upload all documents in one ZIP file.