![Kylie G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kylie G.")
KG

Kylie G.

Senior Auditor & Data Analyst

Enterprise (\> 1000 emp.)

5/1/2023

"AuditBoard has almost everything you need"

4.5/5

What do you like best about Optro?

Our team uses AuditBoard every day to execute our control testing activities, store and maintain our RCM, and facilitate document requests that can be utilized by both internal and external audit teams.

One of the best things about AuditBoard is the customization coupled with the timely customer support to help your team achieve their objectives; you can configure the module to meet your teams' needs. It's also very intuitive and apparent it was created by auditors for auditors. If you make the most of your implementation phase, you should be well on your way as an audit team to have a centralized location for risks, controls, tests, requests, issues, action plans, etc.

AuditBoard also holds webinars with their customers regularly to keep up with topics important to the audit/advisory space as well as a sort of "office hours" to help users understand how to make their features work for them. Can't forget the Help Center that has what seems like an endless database of articles, templates, FAQ's, and even questions and ideas from the community. Review collected by and hosted on G2.com.

What do you dislike about Optro?

The permissions matrix is a little complex from an administrator standpoint - need to make sure you spend the time understanding teams versus roles and how to customize them accordingly. This goes back to making the most of your implementation phase.

Also there is almost always a new feature being released or enhanced. At times (like when enhancements just show up rather than needing to be enabled) features can confuse users or cause them maybe to use functions when not desired. This should be minimized be having an active administrator. Review collected by and hosted on G2.com.

What problems is Optro solving and how is that benefiting you?

AuditBoard is putting all of our files, policies, structure, procedures, etc in one place. We're able to be so much more productive and agile with our audit plan. Review collected by and hosted on G2.com.

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Response from Yoselyn Rea of Optro

[Editedit](https://www.g2.com/survey_responses/optro-review-8014917/official_response/edit)

Thank you for taking the time to leave a review, Kylie! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we’re so glad it’s helping you and your team be more productive and agile. We’re actively working on new features, and your feedback will help inform those!

Rating Updated (8/23/2024)
Current UserValidated ReviewerSource: G2 invite on behalf of seller

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4.6 out of 5 · Verified reviews from real users

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