TeamMate Reviews & Product Details

TeamMate+ has a lot of features that can be used to support an Audit Department. It is not just workpaper storage. We use it for Time tracking and Issues Management. The layout of the UI is very intuitive and easy to use every day. The workflows, if set up correctly ensure proper signoffs. Review collected by and hosted on G2.com.

Every application has drawbacks, TeamMate+ is no exception. The customized user roles retain legacy dependencies to the built-in roles, resulting in confusing configurations and permissions that do not align to the custom roles. We still often need to assign people multiple times to the same audit/project or Issue to get them the access they need. The text boxes for entering work do not work well when pasting directly from Word, but they are much, much better than a few years ago. Also, when I make a complaint about a bug in the system, I am often met by the response of "it's working the way we designed it to work". So instead of hearing the complaint, they'd rather admit they intentionally implemented bad features. Review collected by and hosted on G2.com.

I appreciate the TeamMate Analytics add-ins and TeamMate Plus. TeamMate Plus is what I like most, especially because it’s now simplifying our follow-up audits and report writing. Review collected by and hosted on G2.com.

In our internal audit function, we do raise positive observations as positive findings. Based on what we’ve seen, these don’t need the “5 rules” we use when writing a negative finding such as a title, condition, criteria, risks, and a recommendation. So, as in teammate, you cannot write your positive findings without all of those elements into them. In my view, that level of structure isn’t necessary for a positive observation, and it can even confuse the auditee, since they may assume it’s actually a negative finding. Review collected by and hosted on G2.com.

Service task overview: TeamMate requires ongoing development to meet evolving market demands and enhance customer satisfaction. Review collected by and hosted on G2.com.

TM customer support is good, however, the future changes needs to be aligned with the changing dynamic risk management practices, customer expectations and tool needs to provide clarity on the same. Review collected by and hosted on G2.com.

The Best and very user-friendly audit Management system where you can keep audit work papers safely, it can also do the data analytics sampling methodology and provide the best way of communication to auditee. Easy tracking of issue implementation Review collected by and hosted on G2.com.

Nothing, I have never met any difficulty ever since I started using teammate in 2017. I feel comfortable as it is the tool that helps me perform my duties. Review collected by and hosted on G2.com.

I like that it is cloud based and accessible from anywhere on any device. That is highly convenient. The UI was hard to get used to at first, but now it has grown on me. After using it for multiple years now, I am confident in my ability to navigate through the UI to build audit plans and link workpapers. I appreciate the Microsoft product integrations and use the TM tab in Word and Excel constantly. The performance could be better, because sometimes the TM tabs in the Microsoft products don't always work. When they do, it's seamless and is very helpful. But when it doesn't work, it can tend to be catastrophic, resulting in losing unsaved work. I don't know much about the pricing of TM+, although I have been made aware that it is expensive. Not as expensive as AuditBoard though, so I guess that's a plus. I don't know much about support either, although I do see occasional support updates on my dashboard. I don't remember much from onboarding, but I remember it being very clunky. I have not used the AI features and don't plan to. Typically, AI produced explanations sound like generic word salad. It says a lot of business jargon words without actually saying anything. Review collected by and hosted on G2.com.

My biggest dislike about TM+ is that occasionally it doesn't save my work, even after I click Save. I don't know why this happens, and I've tried to figure out if there are patterns or trends as to when it doesn't save work. I have not been able to determine the cause. This is the biggest factor of why I dislike TM+. I don't know what the fix is here, but it has got to be reliable and save our work. That is priority #1. TM+ tends to run slowly sometimes. Again, I'm not sure why this happens. It doesn't seem to be an issue with my internet connection, as other websites perform fine even when TM+ is running slow. I don't like the AI interface because it seems very generic without actually saying anything. It likes to add a lot of fluff words that we typically don't use and that don't add anything of value to the paragraph. The Microsoft integrations appear to be buggy, in that sometimes the TM+ tabs work, and other times it doesn't. It seems to be a problem connecting with the server or something, but I'm not sure how the integration works. I also liked the old UI better than the new one. The colors of the icons against the white background make them harder to see. The icons on the blue background were much easier to use. Also, I used to be able to click and drag workpapers under a procedure to change the order they were listed in. Now it seems I am unable to change the workpapers' order once they are uploaded. Review collected by and hosted on G2.com.

I use TeamMate+ for internal audit, assurance, and advisory services. It automates our processes for documentation management, issue records, and issue tracking. I find it easy to use, and the dashboard is useful for checking the status of issues, recommendations, and management responses. I find issue management and tracking useful, and I value how TeamMate+ supports the work from planning through fieldwork. It is easy to navigate and manage documentation. I also find risk assessment useful for developing the annual plan, creating department-specific methodologies, and carrying out the plan based on the risk assessment. I appreciate that the internal audit work aligns with standards. TeamMate+ is cloud-based and updates automatically, so updates are easy, and it has more features than TeamMate AM. Setup was very easy and smooth, with a lot of support from a dedicated team and training for the whole team. Review collected by and hosted on G2.com.

I think dashboard modification, color coding, and creating my own dashboards need improvement. I have to use Power BI to integrate the data and create my own dashboards, and I’d like TeamMate+ to have a tool for creating them independently without Power BI. Review collected by and hosted on G2.com.

I use TeamMate+ on a day-to-day basis to manage internal audit engagements efficiently. What I like the most is that the audit process is centralized, which means everything from audit planning to follow-ups is in one place. This makes it easier to stay organized, track progress, and work along with the team. It's valuable to me as it saves a lot of time because everything related to an audit is stored in one place, allowing me to quickly access all documentation, track the status of engagement, and see review comments without switching files. I also appreciate that the TeamMate+ support team does a great job in guiding through any issues. Review collected by and hosted on G2.com.

Overall, TeamMate+ works well for me. But one thing I slightly struggle with is some of the configuration options being difficult to understand, especially for first-time users. Another thing is that the navigation could be more streamlined, as some icons require to be clicked on twice to be opened. Additionally, while the TeamMate+ support team does a great job in guiding for any issue, it would be really helpful if the guidance within the software was a bit more comprehensive. Review collected by and hosted on G2.com.

Having a single tool to manage all the activities of an internal audit team is a real asset. No functionality is missing, and the interface of TeamMate is both flexible and very pleasant to use on a daily basis. Customization is also a strong point that we particularly appreciate. Review collected by and hosted on G2.com.

No tool is perfect: the abundance of menus and possible choices can make it complex to handle at first. There are still some missing connection possibilities with other tools on the market (for example eFront, which we use for our internal control teams). Review collected by and hosted on G2.com.

Very versatile: it allows you to build a reliable and customized workflow. Almost like a Lego set but with the advantages of a scalable, resilient system with AI integrated securely and where it really matters, safely. Review collected by and hosted on G2.com.

The competition in writing by multiple users on the same online text form, as far as I know, does not currently include mechanisms for signaling to avoid overwriting and data loss. Therefore, it is necessary that activities are distributed considering that in online forms, users can overlap with potential data loss. A simple "traffic light" indicating a model currently in use would suffice to signal to someone accessing shortly after to proceed with caution. Technically, this is more complex than it seems (a user might access a form just out of interest to read), but a check-in/check-out mechanism for the forms should, in my opinion, be implemented at least optionally for those with a workflow where multiple users are working on the same form. Review collected by and hosted on G2.com.

I like that TeamMate keeps audit work organized in one place. It is also helpful for reviewing work, tracking issues, and following up on action plans. TeamMate is worth the price because it helps organize audit work, evidence, reviews, and issue tracking in one place. It saves time, improves follow-up, and makes audit work easier to manage. TeamMate is worth the price because it helps organize audit work, evidence, reviews, and issue tracking in one place. It saves time, improves follow-up, and makes audit work easier to manage. TeamMate is worth the price because it helps organize audit work, evidence, reviews, and issue tracking in one place. It saves time, improves follow-up, and makes audit work easier to manage. Review collected by and hosted on G2.com.

Sometimes, It can be difficult to generate reports in the exact format needed without doing extra work outside the system. Review collected by and hosted on G2.com.