Optro Reviews & Product Details

I really like how AuditBoard brings clarity, structure, and efficiency to complex audit and compliance processes. The centralized dashboard and intuitive interface make it easy for me to track multiple audits, risks, and issues without feeling overwhelmed. I appreciate features like automated workflows, task assignments, and progress tracking, which help keep everyone accountable and ensure nothing falls through the cracks. The way AuditBoard organizes documentation and evidence is also a huge time-saver, making it simple to attach files, maintain version control, and generate consistent reports for leadership or external auditors. The collaboration tools are great for seamlessly working with different teams, gathering inputs, and resolving issues quickly. Additionally, I value the platform's flexibility, allowing me to tailor workflows and reporting to match our organization’s specific needs, which makes day-to-day work smoother and much less stressful. Review collected by and hosted on G2.com.

While I find AuditBoard extremely useful, there are a few areas where I think it could be improved. At times, moving between different modules or dashboards feels a bit clunky, especially when I’m managing multiple audits or dealing with large amounts of data. Some of the reporting features, although powerful, could be more intuitive creating highly customized reports often takes extra steps or manual tweaks. I’ve also noticed that for new team members who aren’t familiar with audit software, the learning curve can be a bit steep, making onboarding longer than I’d like. Additionally, while notifications and reminders are helpful, having more control over them would prevent information overload. Overall, AuditBoard works really well, but improving navigation, report flexibility, and user guidance would make the experience even smoother. Review collected by and hosted on G2.com.

Auditboard makes audit and risk management much more organized and transparent. I like how everything is centralized in one place,which improves collaboration, tracking,and reporting. The dashboard and workflow automation save time and reduce manual effort. Review collected by and hosted on G2.com.

Some features have a learning curve, especially for new users. Performance can occasionally feel show,and certain configuration or reports could be more flexible and custamizable. Better in-app guidance would also help. Review collected by and hosted on G2.com.

Bringing GRC under a single platform with various features Review collected by and hosted on G2.com.

Nothing so far, my organization started using it few months ago and we are glad we did Review collected by and hosted on G2.com.

Simple single source of information that syncs throughout the documentation. You can enter the information at the control level which will then appear throughout testing. The drag and drop ability makes attaching documents very easy to manage, especially when dealing with multiple control owners. The support team at AuditBoard is very attentive and there for us whenever we need them, and we use them significantly for mass uploading of information. They also are very open to suggestions when we offer solutions to some of the hurdles that we are facing. Review collected by and hosted on G2.com.

The Narrative templates are not quite designed to be effective for editing/distribution and printing. We have found it more effective to use Word and attach the document in SOXHUB, but that removes the hashtag ability to pull information in from the control details. Review collected by and hosted on G2.com.

I have been using AuditBoard for about five years now and I truly love it. As a risk and controls professional, I find the usability of AuditBoard to be fantastic. The thought and innovation that AuditBoard brings to its software and at their conferences are best in class, making it a no-brainer choice for us. The connected risk environment that it offers stood out during our RFP process, especially when compared to other big competitors like Workiva and AutoFort. The AI feature integrated within the platform helps drive the wording of our controls within our risk control matrix, removing much of the manual work and allowing us to focus on more critical or risky areas. AuditBoard also helps with the transparency of our risks, maintaining the general status of our controls, and keeping the three lines of defense connected. Additionally, the seamless integration with Microsoft Office is invaluable, making it effortless to update Word and Excel with audit and supporting documentation. I highly appreciate the ongoing relationship with our customer success manager and the sales team, which strengthens our collaboration beyond just the initial sales process. Review collected by and hosted on G2.com.

I feel like AuditBoard is growing a little too fast, and as a result, the service ticket process is becoming more AI-generated rather than involving human interaction. While AI can make responses quicker, they aren't as effective or helpful. This shift can impact the quality of support I receive when I need assistance. Review collected by and hosted on G2.com.

Smooth functionality between various workflows Review collected by and hosted on G2.com.

The only thing I dislike is not having an internal Admin that can help me get more out of Optro :) I have to wait in line to get any customizations done. Review collected by and hosted on G2.com.

User friendly UI with performance of SaaS. Connected platform for risk and control functions in the organization. AI features are helpful. Review collected by and hosted on G2.com.

Dashboarding can be a little challenging based on need since the tool is limited by the underlying provider for reporting features. Review collected by and hosted on G2.com.

I really appreciate how I can automate reviews and help streamline the execution of our audits. Review collected by and hosted on G2.com.

I find it frustrating that the platform does not make it easy to conduct annual internal audit risk assessments. It fails to incorporate our previous year's residual risk inputs, which makes it difficult to compare them with current results. Additionally, it does not clearly integrate the issues identified during risk assessments and completed internal audits. Review collected by and hosted on G2.com.

I love how AuditBoard has a very intuitive design for end-users, making it easy to navigate. It's modern and pleasing to use, not looking 'clunky' at all. I also found the initial setup to be pretty easy. Review collected by and hosted on G2.com.

There are a few improvements that various team members have suggested. The 'views' in the new reporting platform should have better management, like allowing folders or subsections for various teams so the list doesn't look very cluttered. Also, there should be better visibility of who created a view, when, and why (notes). Additionally, when users navigate to a view and take a deeper dive, going back to the previous screen resets everything and the user has to start over again. Additionally, when drilling down in source data, there should be links to go to an object (control or issues or task, etc.). For Risk Oversight, there could be more improvements for entity level risk assessments. Review collected by and hosted on G2.com.