--- title: TeamMate Reviews meta_title: 'TeamMate Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 597 reviews by the users' company size, role or industry to find out how TeamMate works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 597 scale: '5' date_modified: '2026-08-07' parent_category: name: Governance, Risk & Compliance url: https://www.g2.com/categories/governance-risk-compliance --- # TeamMate Reviews **Vendor:** Wolters Kluwer **Category:** [Audit Management Software](https://www.g2.com/categories/audit-management) **Average Rating:** 4.3/5.0 **Total Reviews:** 597 ## About TeamMate In today’s complex risk landscape, organizations need more than isolated oversight, they need connected assurance. TeamMate delivers a unified approach by bringing audit, controls, risk, and compliance together into one integrated ecosystem, enabling teams to collaborate seamlessly while maintaining clear ownership and accountability. The TeamMate suite, TeamMate Audit, TeamMate Controls, and TeamMate Risk & Compliance, connects data, workflows, and insights across the Three Lines to provide a consistent, real-time view of organizational risk. This integration reduces silos, improves alignment, and supports more informed decision-making. - TeamMate Audit is purpose-built for internal audit, supporting the full audit lifecycle with guided workflows, embedded analytics, and AI-driven capabilities that improve quality, consistency, and productivity. - TeamMate Controls strengthens internal controls management with centralized documentation, standardized testing, and real-time visibility, empowering first- and second-line teams to improve control performance and streamline reporting. - TeamMate Risk & Compliance (formerly StandardFusion) unifies governance, risk, and compliance activities in a single platform, delivering a complete view of risk, automated workflows, and audit-ready evidence to improve efficiency and ensure transparency. Together, TeamMate’s purpose-built audit and GRC solutions provide the visibility, accountability, and consistency organizations need to build resilience, strengthen assurance, and move forward with confidence. ## TeamMate Pros & Cons **What users like:** - Users appreciate the **ease of use** of TeamMate, finding it organized and intuitive for better navigation. (76 reviews) - Users value the **audit efficiency** of TeamMate+, noting significant improvements and streamlined processes in their auditing tasks. (34 reviews) - Users appreciate the **efficiency** of TeamMate, enabling better organization and quick onboarding without dedicated administration. (24 reviews) - Users praise TeamMate+ for its **intuitive and user-friendly interface** , enhancing efficiency and organization in audit documentation. (24 reviews) - Users value the **navigation ease** of TeamMate, appreciating the organized layout and smooth project transition. (15 reviews) - Users value the **customizability** of TeamMate, appreciating tailored solutions and responsive support for enhanced organization. (14 reviews) - Users appreciate the **ease of use and intuitive design** of TeamMate, enhancing compliance management efficiency and adoption. (13 reviews) - Features (13 reviews) - Users value the **effective collaboration** features of TeamMate+, enhancing teamwork and communication throughout the audit process. (12 reviews) - Compliance (12 reviews) **What users dislike:** - Users find **limited customization** options in TeamMate, hindering data tracking and integration with their workflows. (16 reviews) - Users find TeamMate's interface **not intuitive** , resulting in a challenging experience that requires extensive training. (14 reviews) - Users struggle with **inadequate reporting** , facing challenges in generating tailored reports and desired formats efficiently. (11 reviews) - Users find the **difficulty for new users** in TeamMate+ challenging, particularly with making changes and collaborating. (10 reviews) - Users experience challenges with **document management** , including inconsistent saving and lack of concurrent review options in TeamMate. (9 reviews) - Users often face **slow loading times** with TeamMate+, impacting efficiency when navigating and opening larger files. (9 reviews) - Users report **frequent bugs** in TeamMate, causing frustration with slowness and work loss during updates. (8 reviews) - Improvement Needed (8 reviews) - Users note the **missing features** in TeamMate, particularly in performance, search, and reporting customization options. (8 reviews) - UX Improvement (8 reviews) ## TeamMate Reviews ### 1. Good auditing software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** October 17, 2023 **What do you like best about TeamMate?** TeamMate+ makes organizing our audits much easier than other software. It does a good job of organizing all our data and information to make it easy keep track of our progress and metrics related to audits. We can tap into the API or database and get just about any piece of information we need. **What do you dislike about TeamMate?** TeamMate+ backend database is poorly documented but it is a traditional relational database and the relationships can be figured out with trial and error. It does not have my favorite interface but it is very usable. **What problems is TeamMate solving and how is that benefiting you?** It allows us to keep all of our audit documents together and easily organized. This is very useful when you have multple teams working on an audit. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. ### 2. Teammate+ is good for automating the entire Audit life cycle. **Rating:** 4.0/5.0 stars **Reviewed by:** Abesigwa M. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2023 **What do you like best about TeamMate?** Enables Automated collaboration between Audit Teams and Audit clients. **What do you dislike about TeamMate?** The reports need to be improved especially when it comes to handling large data sets like Tables. **What problems is TeamMate solving and how is that benefiting you?** Teammate+ gives us an enterprise view of all the Audit observations and recommendations in the bank, which gives an opportunity and ensuring accountability. It also provides an opportunity tracking resolution of Audit issues at entriprise level. **Official Response from Philip Troutwine:** > Thank you, Abesigwa, for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service, so you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. ### 3. Great Software Standard Fusion **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** December 27, 2023 **What do you like best about TeamMate?** Standard Fusion is a great software which helps in managing risks,audit management, and documentation . It is a software which helps in risk management and segmentation and is very accurate to help and support the management. It is a product which helps in decision making with its high accuracy products . **What do you dislike about TeamMate?** It is a great software overall and helps a lot but the only thing which is not up to the mark is just the reporting options and has a little improvement scope in reporting function. **What problems is TeamMate solving and how is that benefiting you?** Standard Fusion helps in solving the risk management problem with its great precise risk managing capability. It provides up to mark required options and features . Saves time and resources. **Official Response from Grace Hoyek:** > We're happy to hear that StandardFusion is saving you time and resources through our risk management capabilities! We understand the importance of being proactive and the power of strategic decision-making through effective risk management. We appreciate your feedback on our reporting capabilities, if you have any further suggestions or concerns, please don't hesitate to reach out to our customer success team! ### 4. Great audit software! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2024 **What do you like best about TeamMate?** It is a oline suite that does not require a separate application. **What do you dislike about TeamMate?** There are some add in's that need to be installed for the suite to work correctly. **What problems is TeamMate solving and how is that benefiting you?** It provides a lot of information in one place. Keeps the auditing trails within the application. **Official Response from Rebecca Franchi:** > Thank you for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. ### 5. TeaMate+ Review **Rating:** 5.0/5.0 stars **Reviewed by:** Gospel o. | Enterprise (> 1000 emp.) **Reviewed Date:** November 13, 2023 **What do you like best about TeamMate?** TeamMate+ is very Agile and helps me with ease of integrstion of key issues during issue management. TeamMate + is used to implement multiple risk assessments. It is easy to understand and use and the support service is excllent. It is an excellent tool that can be used in multiple instances frequently by all team members in a project. **What do you dislike about TeamMate?** I had a difficulty understanding the taxonomy of TeamMate + in the first instance until i took TeamMate+ course for auditors at teammate university **What problems is TeamMate solving and how is that benefiting you?** It is helping carry out access control assessments of Information systes and also issue management **Official Response from Philip Troutwine:** > Thank you, Gospel, for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service, so you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. ### 6. Effective and Efficient Audit Workflow feat. Teammate+ **Rating:** 4.5/5.0 stars **Reviewed by:** Ekansh G. | CA-Industrial Trainee, Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2023 **What do you like best about TeamMate?** The best thing about Teammate+ is it is super effective and efficient at the same time. It didn't make a hole in your pocket and helps in completion of work in timely basis. Allowing it's users a very prominent tool as compared to other market players. **What do you dislike about TeamMate?** When talking about downside, I would say the way the reports are being generated can be improved further and a lot of research and development can be done in that field. **What problems is TeamMate solving and how is that benefiting you?** Teammate+ is providing end to end audit workflow management. They are very helpful in all the segments like generation of annual reports, charts, comparison sheets and a lot more. **Official Response from Philip Troutwine:** > Thank you, Ekansh, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. ### 7. Great Upgrade from TeamMate AM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2023 **What do you like best about TeamMate?** The interface is intuitive and easy to use. Adding risk, controls, procedures and workpapers is simple, as well as the ability to link to other areas. Our integration and transition went smoothly. The help feature is exteremly useful as it opens directly to the section you are currently working in to aid in getting you answer more quickly. TM+ is great to use as a daily audit software. **What do you dislike about TeamMate?** Maybe just a bug, but when workpapers are "checked out" the webpage can timeout and you can lose work if you aren't careful to check. **What problems is TeamMate solving and how is that benefiting you?** Organizing and tracking individual projects as well as the status of all open projects assigned to you. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. ### 8. My team have used TeamMate+ since 2021. It is a good product. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2024 **What do you like best about TeamMate?** Easy to track the project, pending audit finding and time budget. **What do you dislike about TeamMate?** The zip file is no longer allowed to be attached. **What problems is TeamMate solving and how is that benefiting you?** TeamMate+ helps to eliminated all manual workpapers, tracking projects, audit findings, and the issue follow up in one system. **Official Response from Rebecca Franchi:** > Thank you for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. ### 9. It is an intuitive tool that facilitates professional tasks **Rating:** 4.5/5.0 stars **Reviewed by:** Miguel Ángel T. | Enterprise (> 1000 emp.) **Reviewed Date:** October 17, 2023 **What do you like best about TeamMate?** The greatest advantage and usefulness of using TM+ is that you can carry out audits linking the company's risks and controls, so the audit is carried out taking into account a global approach. **What do you dislike about TeamMate?** The incompatibility with other risk management programs and the difficulty in loading the risks **What problems is TeamMate solving and how is that benefiting you?** It is helping me securely organize audit documentation, as well as organize, plan and standardize reports and documents. The ease of use of TM Analytics. **Official Response from Rebecca Franchi:** > Thank you, Miguel, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. ### 10. User friendly interface **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2024 **What do you like best about TeamMate?** The easy to use user interface to perform my task and upload documents. **What do you dislike about TeamMate?** Offline up without connected to the internet **What problems is TeamMate solving and how is that benefiting you?** Provides the team with a centralised repository to collaborate and track progress of audit work. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. ### 11. The review and coaching features work with me and with my team effectively. **Rating:** 5.0/5.0 stars **Reviewed by:** CHARLENE C. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2023 **What do you like best about TeamMate?** TeamMate+ is very useful in our day to day audit engagement. Very user-friendly, effective and very efficient. Most of the time we have audit engagement assigned to 4 to 5 auditors. Checking of their workingpapers are easily seen in the system. Plus it has coaching features. **What do you dislike about TeamMate?** As point of view of reviewer, the downside of TM+ for me is none. Features related to reviewing and coaching is useful for me and works with my team. **What problems is TeamMate solving and how is that benefiting you?** As a whole, the coordination with auditees or integragation of auditees with the system helps in our process. **Official Response from Philip Troutwine:** > Thank you, Charlene, for sharing your feedback with us! ### 12. TM AM to TM+ **Rating:** 4.0/5.0 stars **Reviewed by:** Leslie F. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2023 **What do you like best about TeamMate?** I really enjoy the document request feature offered through TM+. **What do you dislike about TeamMate?** Attaching documents to work papers is difficult and annoying. Additionally, there is a lot more clicking within TM+ compared to TM AM. You can not easily expand/collaspe steps. **What problems is TeamMate solving and how is that benefiting you?** We utilize TM+ as our main audit software. All audits are fully documented using this system. **Official Response from Philip Troutwine:** > Thank you, Leslie, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service, so you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. ### 13. Database and workflow for modern corporate auditors **Rating:** 4.0/5.0 stars **Reviewed by:** Mohammed N. | Enterprise (> 1000 emp.) **Reviewed Date:** April 30, 2023 **What do you like best about TeamMate?** Purely related to audit workflow. Highly technical and have the necessary customization to use the item with reliability. The timesheet management is very effective with team performance review. **What do you dislike about TeamMate?** TeamMate is a unique platform. New users are much more anxious to use the audit too. "How Do I? videos" available with TeamMate Connet must be integrated with all related menus in TeamMate+ to make it more user-friendly. The draft saving option must be there, before saving. Auto save or posting made so much embarrassment in the workflow updates, then I used separate notepads to write down the content and post in the TeamMate. It can save and auto-post anytime. The Word editor must be more compatible with Microsoft Word and excel. I have serious problem with table posting. At least a post-as-a-picture option should be available. Document Viwer add-on should be there to view or review attachments. Downloading everything so annoying and inefficient. **What problems is TeamMate solving and how is that benefiting you?** Documentation is the key problem it solved. Teamwork is excellence. The insight reports are being developed are using to us. Clients are bound to leave evidence and official feedback, which is really incredible to us. ### 14. Managing Operational Risk Made Easy **Rating:** 4.5/5.0 stars **Reviewed by:** laxmareddy n. | Accounting Manager , Arts and Crafts, Mid-Market (51-1000 emp.) **Reviewed Date:** December 26, 2023 **What do you like best about TeamMate?** What I like most about StandardFusion is that it is a loud based solution and is ideal for companies of all sizes It makes managing operational risks easy It is a greta solution for customer service **What do you dislike about TeamMate?** So far no bad experiences with StandardFusion. It has been amazing **What problems is TeamMate solving and how is that benefiting you?** No issues with StandardFusion. It has served us right when it comes to policy management and Audit Management ### 15. Great new features to streamline the process in performing and organizing audit projects. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Gambling & Casinos | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about TeamMate?** TeamMate+ carries over many of the features that I liked with TeamMate AM. It was easy to learn when initially using the new interface. The reporting function is a favorite, as generating audit reports can be more automated in the final stages of an audit project. **What do you dislike about TeamMate?** The review process seems to be more manual compared to TeamMate AM in terms of changing the status of a workpaper or procedure. I liked how review notes were handled in TeamMate AM. Due to our company's exisiting network security setup, there have been challenges in the integration of TeamMate+. **What problems is TeamMate solving and how is that benefiting you?** Before TeamMate+, audit projects were being housed in the company's shared network drive. TeamMate+ allows for a more streamlines process of housing and management audit projects. It enables our team to better track budget hours in performing the projects and scheduling. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. ### 16. TeamMate as an add value service **Rating:** 4.5/5.0 stars **Reviewed by:** Panayiotis E. | Enterprise (> 1000 emp.) **Reviewed Date:** November 13, 2023 **What do you like best about TeamMate?** Having all your documentation in reference to an audit project in a central location, in which you can refer at any given point of time. Easy to Use. Excellent customer support. Easy of Integration. **What do you dislike about TeamMate?** When having too many projects over many years. It might be good, if having Folders droppping all projects in respect of a specific year. **What problems is TeamMate solving and how is that benefiting you?** Having all documents in respect of an audit project, in a central location in which you can refer at any given point of time. **Official Response from Philip Troutwine:** > Thank you, Panayiotis, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service, so you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. ### 17. It has been useful so far especially for audit plaining. However, user interface needs improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about TeamMate?** activity tracking and dashboards which is useful for audit planning **What do you dislike about TeamMate?** user interface. when zoom in and zoom out, some sessions disappear **What problems is TeamMate solving and how is that benefiting you?** for tracking and review projects **Official Response from Rebecca Franchi:** > Thank you for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. ### 18. My teammate use experience **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen O. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2023 **What do you like best about TeamMate?** It has has greatly helped us in automating the audit process **What do you dislike about TeamMate?** It is not a great solution for Risk Management. Customization is difficult especially of notifications **What problems is TeamMate solving and how is that benefiting you?** Automation of audit planning, follow ups and closing on issues **Official Response from Philip Troutwine:** > Thank you, Stephen, for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. ### 19. Easy to use and easy to organize audit findings **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** October 10, 2023 **What do you like best about TeamMate?** TeamMate+ is easy to use and navigate. Tracking observations and recommendations for many audits, over many years is great. Without TeamMate+, findings would be lost in spreadsheets over time. The customizable reporting for findings is great too. Gathering team store questions is great for areas where expertise does not exist in house. **What do you dislike about TeamMate?** I wish that the user interface had the ability of greater customization. Hiding and or adding meta data fields for greater reporting capabilities. Emailed audit follow-up due dates would also be helpful. **What problems is TeamMate solving and how is that benefiting you?** How to plan audits, track workpapers and findings, and compiling audit outputs. **Official Response from Rebecca Franchi:** > Thank you, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audits solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. ### 20. A user friendly, web based, audit tool. **Rating:** 4.0/5.0 stars **Reviewed by:** Laura R. | Senior Information Technology Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about TeamMate?** TeamMate+ helps manage client interactions such as document requests, issue management and reporting. **What do you dislike about TeamMate?** Documentation in TeamMate+ can be difficult as the fields are sometimes small and hard to navigate. Formatting options (especially for tables) are not so intuitive. **What problems is TeamMate solving and how is that benefiting you?** Reporting - we are now able to generate reports more quickly and have them made available to all auditees. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Laura. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. ### 21. Good system, can be difficult to navigate **Rating:** 3.5/5.0 stars **Reviewed by:** Kylan C. | Enterprise (> 1000 emp.) **Reviewed Date:** October 13, 2023 **What do you like best about TeamMate?** I like the ability to have all our workpapers in one repository and tracked accordingly. **What do you dislike about TeamMate?** The checking in and out of workpapers is not always consistent. Very small nuances that are annoying. Such as having to open each flipper at a time. **What problems is TeamMate solving and how is that benefiting you?** TM helps us solve the issue of tracking projects and workpapers. **Official Response from Rebecca Franchi:** > Thank you, Kylan, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. ### 22. Effective Tool for seamless Audit Management **Rating:** 4.0/5.0 stars **Reviewed by:** Mathew B. | Principal Audit Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2023 **What do you like best about TeamMate?** The application gives users the leverage to work seamlessly with less physical interactions. **What do you dislike about TeamMate?** Complexities around building Audit Report Template **What problems is TeamMate solving and how is that benefiting you?** It has solved the problem of seeking the assistance of IT teams for installations and configurations **Official Response from Philip Troutwine:** > Thank you for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service, so you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. ### 23. The Audit and Compliance Tool to Manage Your Company **Rating:** 5.0/5.0 stars **Reviewed by:** Micheal G. | Official Member of Forbes Technology Council, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2020 **What do you like best about TeamMate?** StandardFusion brings together all the areas of documentation, controls management, and audit standards into one simple but powerful platform. At Server At Work we must meet several compliance standards and StandardFusion let's you upload your own custom created guidelines. **What do you dislike about TeamMate?** As an early adopter a couple of years ago, we at Server At Work felt that StandardFusion was missing a few usability and reporting features. But over the last two years, StandardFusion has aggressively responded to user requests and added many great features and ideas rounding out their platform into an all-in-one that we exclusively use to manage our compliance programs. **Recommendations to others considering TeamMate:** The StandardFusion on-boarding team is accessible and great at answering questions. During our initial setup, we had some procedures specific to our unique compliance requirements and after discussing them in detail with StandardFusion, we were able to re-imagine some of our processes and improve them with StandardFusion. **What problems is TeamMate solving and how is that benefiting you?** As a SOC 2 compliant company, Server At Work must continuously monitor and improve our security protocols and controls. With StandardFusion as the core product for program management, we are able to identify gaps in compliance and address them quickly. As a compliance documentation system, StandardFusion makes our annual SOC 2 audits run much smoother and with less stress for our staff. **Official Response from Ryan Phillips:** > Hi Michael, Thank you for the glowing review! We truly appreciate your support and collaboration over these past few years in making StandardFusion one of the best-performing GRC solutions. ### 24. Intuitive and userfriendly **Rating:** 4.5/5.0 stars **Reviewed by:** Julie C. | Enterprise (> 1000 emp.) **Reviewed Date:** October 18, 2023 **What do you like best about TeamMate?** It's user-friendly, efficient, and has proven to be a great tool for our team **What do you dislike about TeamMate?** Not having an embedded spelling and grammar check has forced our team to use MS Edge rather than other preferred browsers. **What problems is TeamMate solving and how is that benefiting you?** Our previous software was at end of life and no longer supported. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Julie. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. ### 25. we have been used TEAMMATE since 2005 with its gradually updates **Rating:** 4.5/5.0 stars **Reviewed by:** Mostafa S. | Enterprise (> 1000 emp.) **Reviewed Date:** November 19, 2023 **What do you like best about TeamMate?** Ease of use Ease of implementation Customer support **What do you dislike about TeamMate?** Ease of Integration Frequency of use Number of features **What problems is TeamMate solving and how is that benefiting you?** Internal Audit activities Monitoring and follow up for the recommendations and time tracking **Official Response from Philip Troutwine:** > Thank you, Mostafa, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. ### 26. Works well for audits **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2023 **What do you like best about TeamMate?** TeamMate+ is structured which ensures that certain aspects of audits are not missed off when they should be documented. There are also plenty of aspects of TM+ which can be changed to be tailored to the organisation using it. **What do you dislike about TeamMate?** It can be difficult to use without some prior training. **What problems is TeamMate solving and how is that benefiting you?** It is helping us to understand the themes within our audits by allowing us to tailor it to the internal audit function. A report can then be created which contains all of the themes. **Official Response from Rebecca Franchi:** > Thank you, for taking the time to provide your feedback. At TeamMate, we are committed to supporting you through every step of your customer journey with us. We’ve shared your insight with our Customer Services and Support teams. ### 27. Audit using Digital Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Michael Andre R. | Senior Information Technology Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2023 **What do you like best about TeamMate?** The digitalized phases of the engagement from Planning until Reporting; The customize functionalities based on the Audit Team's approach **What do you dislike about TeamMate?** The delayed data capture from TeamInsights Reports. Updates within the day can't capture when you generate a report on the same day. **What problems is TeamMate solving and how is that benefiting you?** The digital phasing of our Audit approaches **Official Response from Rebecca Franchi:** > Thank you, Michael, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. ### 28. Great Visual Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2023 **What do you like best about TeamMate?** -It updates in real time -The user interface has a noce visual design, making it easy to find information. -Very little/no downtime -Access anytime, anywhere. **What do you dislike about TeamMate?** -You can only upload one document at a time. -Windows close after you attach documents. Too many clicks to find your way back. **What problems is TeamMate solving and how is that benefiting you?** -Audit Documentation. Entire project dcoumentation is in one place. -Time tracking. Important to know where/how I spend my time. **Official Response from Philip Troutwine:** > Thank you for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service, so you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. ### 29. TeamMate+ User Experience and a Brief Review **Rating:** 4.5/5.0 stars **Reviewed by:** Tummalapati P. | Enterprise (> 1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about TeamMate?** The Simple GUI Makes easy to understand and navigate through all the content, which is available in the Menu Panel on the Left, and the same attributes are shown in the Top Menu Ribbon. which is really handy. The best part is we have documentation to understand the Teammate+ alongside the FAQ. Finally, a time-saving feature helps to import the existing data as excel for quick analysis. **What do you dislike about TeamMate?** Hard to understand for first-time users, a quick demo and high-level intro by the teammate+ team about its features will come in handy. Quick advice: Technical team from teammate+ would help in landing a brief introduction about its uses and functionality to understand the GUI of Teammate+. **What problems is TeamMate solving and how is that benefiting you?** Teammate+ helps in getting the server information via Application web addresses in two ways 1. Reporting Data Online Services (for Odata Rest API) 2. Teammate Web address for (Log in) As IT Users, we usually use the Web URL provided above in the first point to get the response or resultsets from the Teammate+ database and use it for Better Insights and reporting services for data-driven decisions that impact businesses in a holistic approach. ### 30. TeamMate review **Rating:** 5.0/5.0 stars **Reviewed by:** Tiago o. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2023 **What do you like best about TeamMate?** The tool is very helpful for audit formalization and schedule progress controls. Customer support is very good also. **What do you dislike about TeamMate?** No comments related to dislike. We are using the online version and testing the environment. **What problems is TeamMate solving and how is that benefiting you?** The tool help us with the role audit process. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Tiago. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. ### 31. Flexible Standards Management System that bends to your processes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2024 **What do you like best about TeamMate?** Customer Service is top notch. Very Feature Rich. **What do you dislike about TeamMate?** It requires a bit of front-loading and has a learning curve that makes it intimidating at first. **What problems is TeamMate solving and how is that benefiting you?** Centralizing our Certification Processes, Policies, and Audits **Official Response from Grace Hoyek:** > Hi there! Thank you for taking the time to share your feedback with us! We're happy to learn that you've been enjoying our exceptional customer service and our ongoing efforts to enhance and broaden our range of features. Your input is valuable, and we're dedicated to continuously improving our onboarding processes while providing top-notch support. ### 32. Positive and Useful tool used on a daily basis **Rating:** 5.0/5.0 stars **Reviewed by:** Samuel W. | Enterprise (> 1000 emp.) **Reviewed Date:** October 11, 2023 **What do you like best about TeamMate?** Teammate offers a well structured, designed and informative option to managing complex hierachal data and infomation **What do you dislike about TeamMate?** Some elements remain complex and could be displayed in an easier format **What problems is TeamMate solving and how is that benefiting you?** Teammate is solving the issues audit faces in the structuring and mandatory accounting of information **Official Response from Rebecca Franchi:** > Thank you, Samuel, for taking the time to provide your feedback. At TeamMate, we appreciate your insight on how to improve the audits solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. ### 33. Teammate User Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2023 **What do you like best about TeamMate?** It provides a variety of optional ways to perform the same task. **What do you dislike about TeamMate?** It allows for a lot of customization, which sometimes can be overwhelming when trying to accomplish a simple task. Implementation was quite time consuming. Again, this was in part due to all the available customization. **What problems is TeamMate solving and how is that benefiting you?** It allows for customized audit workpapers which we can scale to our specific industry and clients. **Official Response from Philip Troutwine:** > Thank you for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. ### 34. I appreciate WK's updates to TM+, like the recycling bin. **Rating:** 4.5/5.0 stars **Reviewed by:** Romulo M. | Enterprise (> 1000 emp.) **Reviewed Date:** October 13, 2023 **What do you like best about TeamMate?** Constantly receiving updates, which address issues I've had in the past. Rapid responses from support team and clear follow up. If we used all features, it would help drive efficiencies in the reporting process. **What do you dislike about TeamMate?** The interface is clunky, such as needing to load every time you open a step. Not easy to batch edit and upload multiple documents. The file size limitations have been a problem in the past. **What problems is TeamMate solving and how is that benefiting you?** Automated tracking of issues and resolutions. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Romulo. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. ### 35. I have become more interested in using TeamMate+,its amazing application and more updated. **Rating:** 5.0/5.0 stars **Reviewed by:** Sulafa A. | Enterprise (> 1000 emp.) **Reviewed Date:** October 15, 2023 **What do you like best about TeamMate?** -Attractive and easy to use. -Risk assessment template . -Issues and recomndation implemntaion process . -Issues follow up process. **What do you dislike about TeamMate?** -Not easy to create custom reports. -Customer Survey unatractive. **What problems is TeamMate solving and how is that benefiting you?** Streamline audit executions and automate tasks **Official Response from Rebecca Franchi:** > Thank you, Sulafa, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audits solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. ### 36. TeamMate puts you at the front seat of the auditing profession in regards to system features. **Rating:** 4.0/5.0 stars **Reviewed by:** Henry M. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2023 **What do you like best about TeamMate?** Customer support is good including cpd training. **What do you dislike about TeamMate?** Teammate can be quite pricey for small businesses. **What problems is TeamMate solving and how is that benefiting you?** One stop shop for auditing. **Official Response from Philip Troutwine:** > Thank you, Henry, for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service, so you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. ### 37. Good for audit WPs **Rating:** 5.0/5.0 stars **Reviewed by:** Omar A. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2023 **What do you like best about TeamMate?** Time tracking, issue management, reporting on open issues, and notification capabilities **What do you dislike about TeamMate?** There's a lot of customization options that can be overlooked and not easily seen or known about **What problems is TeamMate solving and how is that benefiting you?** Audit risk universe integration **Official Response from Rebecca Franchi:** > Thank you, Omar, for your valuable feedback. We rely on your input to improve our business every day. We’ve submitted your recommendations to our Customer Services and Support teams to address. ### 38. Happy with our decision to go with StandardFusion **Rating:** 5.0/5.0 stars **Reviewed by:** Tom U. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about TeamMate?** I like the ease of use, and the interface is intuitive. The other feature we like is how all of the modules/segments of the software can be related/connected to other things. It is easy to see the relationships between items. We also enjoy working with StandardFusion; they are easy to work with and listen to our ideas for improvements. **What do you dislike about TeamMate?** We would like the editor engine updated to use a better editor. **What problems is TeamMate solving and how is that benefiting you?** We bought it for GRC functionalities, but have enjoyed the benifit of the policies module as well as vendors and risk. **Official Response from Ryan Phillips:** > Hello Tom! Thank you for taking the time to leave a review. It's great to hear that you're happy with your choice to use StandardFusion as your GRC solution. We truly appreciate the feedback and continued input to help us grow the platform. For the editing engine, reach out to us and we'd be happy to discuss future improvements. ### 39. End to end audit management software. **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca O. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about TeamMate?** 1. Easy to use, after training😊 2. Complete coverage of audit process. 3. All modules available in one window. **What do you dislike about TeamMate?** 1. I have to edit the report after generating it to fit my customizations. 2. Not able to sync while offline 3. On the issues, it does not have "Contributor" 4. The issue owners cannot allocate issues to other members and do reminders and follow-ups at their level. 5. The client side does not show the issue title of the issues **What problems is TeamMate solving and how is that benefiting you?** 1. Less paperwork hence more efficiency 2. Web access, meaning I can literally work from anywhere with internet access. 3. Sending of notifications to clients ### 40. As an Internal Auditor, I recently started to use TeamMate+ and TeamMate Analytics tool. **Rating:** 4.0/5.0 stars **Reviewed by:** Anıl B. | Kıdemli Denetçi, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2023 **What do you like best about TeamMate?** Defining processes of Internal Audit activities smoothly, creating an audit report/investigation template once and applying it to all other activities **What do you dislike about TeamMate?** While using the TeamMate Analytics tool, it is not possible to connect our ERP system's database and automatically work on system data to apply TeamMate Analytics scenarios. **What problems is TeamMate solving and how is that benefiting you?** It helps our department to systematically track Internal Audit activities that we perform and report the status of findings and recommendations easily. Thanks to its user-friendly interface, we could save time and work more efficiently. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Ani. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. ### 41. Good Audit Software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** November 15, 2023 **What do you like best about TeamMate?** The cloud based version of TeamMate is much easier to use than the previous desktop version. Navigation throughout the platform is relatively intuitive. **What do you dislike about TeamMate?** Having to click through various layers to get to a certain area can be frustrating at times. The views can be confusing at first. **What problems is TeamMate solving and how is that benefiting you?** Streamlining the audit process. **Official Response from Philip Troutwine:** > Thank you for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. ### 42. Efficient Audit Solution **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Museums and Institutions | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2023 **What do you like best about TeamMate?** The user-friendly interface and intuitive design make navigation easy, contributing to a smooth workflow. Collaboration features enhance team communication and document sharing, fostering a collaborative audit environment. **What do you dislike about TeamMate?** The software could benefit from enhanced integration capabilities with other commonly used business applications. **What problems is TeamMate solving and how is that benefiting you?** Management of Audit Documents and tracking of audit procedures. **Official Response from Philip Troutwine:** > Thank you for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. ### 43. Too dificult to manage **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2023 **What do you like best about TeamMate?** I like the flexibility of multiple controsl and the ability to customize our compliance **What do you dislike about TeamMate?** There is not enough "Wizard" to the product, where the workflows for collecting and managing data are build in - it still feels like working out of spreadsheets. **What problems is TeamMate solving and how is that benefiting you?** We are trying all the features - but would like to improve upon our record keeping and our risk managemnet practices around third parties the most. ### 44. Auditor **Rating:** 4.5/5.0 stars **Reviewed by:** Arham B. | Business Owner/Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2023 **What do you like best about TeamMate?** easy to use, easy to implement, customer support **What do you dislike about TeamMate?** detail how to use it instructions, need more features **What problems is TeamMate solving and how is that benefiting you?** Template already provided, Time saving , better undersanding for reviewer **Official Response from Rebecca Franchi:** > Thank you, Arham, for your valuable feedback. We rely on your input to improve our business every day. We’ve submitted your recommendations to our Customer Services and Support teams to address. ### 45. Similar to Previous Version of TeamMate **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about TeamMate?** I like that some features were very similar to the older version, TeamMate. The similar look and feel made it easier for me to learn how to use TeamMate+ (vs. others who didn't know how to use TeamMate at all). **What do you dislike about TeamMate?** There are some features that are not straightforward and easy for a new user to learn. **What problems is TeamMate solving and how is that benefiting you?** TeamMate+ keeps our key audit steps and related documentation well-organized, and this helps me visually see what steps have been completed and are still in progress. **Official Response from Philip Troutwine:** > Thank you for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service, so you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. ### 46. TM+ makes it easy to project manage audit engagements. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2023 **What do you like best about TeamMate?** I like that TM+ is web based. It's faster than the older application I used to use and can open as many web pages necessary to perform my assignments. **What do you dislike about TeamMate?** I don't like that there isn't a document naming convention. Additionally, there are many fields that our company doesn't use which causes confusion and inconsistnecy. **What problems is TeamMate solving and how is that benefiting you?** TeamMate+ is solving ease of use. The older application was slow and required opening multiple databases to perform activities. Teammate+ is web based and can easily click through tabs to get to the areas I need to perform my work. **Official Response from Rebecca Franchi:** > Thank you for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audits solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. ### 47. TeamMate AM, TeamMate + Recommend **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2023 **What do you like best about TeamMate?** Ease of use, intuitive, support is always quick to respond and very helpful. Keeps all our audit documentation organized and retained correctly. Has all the features we need, we use it every day. **What do you dislike about TeamMate?** Occasionally the site is slow. Updates to the UI are also made without customer input (we are hosted by TM). **What problems is TeamMate solving and how is that benefiting you?** Documentation retention, audit performance, methodology information. **Official Response from Rebecca Franchi:** > Thank you, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. ### 48. User of the TeamMate+ application **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2023 **What do you like best about TeamMate?** The most helpful feature of TeamMate+ is the ability to transfer and save documents in the application platform. The ability to create documents, such as Word or PDF, transfer and save in TeamMate+ is helpful because users can tailor documents to their specific office procedures and save documents onto TeamMate+ shared online platform. **What do you dislike about TeamMate?** The least helpful feature one may consider is the application platform has a number of features. One may find the number of features cumbersome while using the application. **What problems is TeamMate solving and how is that benefiting you?** TeamMate+ offered the department the ability to house documentation on a shared online platform. **Official Response from Rebecca Franchi:** > Thank you, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audits solutions that your organization relies on every day. ### 49. Meets our needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2023 **What do you like best about TeamMate?** Provides electronic workpaper database for audits **What do you dislike about TeamMate?** Teammate Plus is not nearly as user friendly as Teammate AM **What problems is TeamMate solving and how is that benefiting you?** Provides an electronic and easier way to store and manage audit workpapers in one place that is easily accessible. **Official Response from Philip Troutwine:** > Thank you for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service, so you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. ### 50. Tasks made easier with TM+ **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** November 12, 2023 **What do you like best about TeamMate?** Most of the features are easy to use and can be quickly configured without much hassle! Migrations between versions are easier and quicker. Support provided by the TM+ is amzing! **What do you dislike about TeamMate?** Most of the TM+ features are great. Not much issues faced! **What problems is TeamMate solving and how is that benefiting you?** Most of the mundane jobs are getting executed via TM+ reducing manual intervention! Reports are being populated and mailed - no need to wait for someone to manually trigger the jobs for reports! **Official Response from Philip Troutwine:** > Thank you for sharing your feedback with us! ## TeamMate Discussions - [What is TeamMate application?](https://www.g2.com/discussions/what-is-teammate-application) - 2 comments - [What is TeamMate audit software?](https://www.g2.com/discussions/what-is-teammate-audit-software) - 1 comment - [View TeamMate pricing details and edition comparison](https://www.g2.com/products/teammate/reviews?page=10§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+03%3A49%3A00+-0500&secure%5Bsession_id%5D=53258e35-668e-4ec3-8aa7-8116440c15e8&secure%5Btoken%5D=4fd1045a3563594ee9c7c6862b3315c0a723434826223381765e1f976d42c7ef&format=llm_user) ## TeamMate Integrations - [ACL Manager](https://www.g2.com/products/acl-manager/reviews) - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [Alteryx](https://www.g2.com/products/alteryx/reviews) - 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Single Sign On - Compliance Management - Policy Management - Real-Time Reporting - Audit Trail - Assessment Management - HIPAA Compliant - Operational Risk Management - Document Storage - Enterprise Risk Management - Data Visualization - Configurable Workflow - Vendor Management - IT Risk Management - User Management - Issue Management - Internal Controls Management - AI Copilot - Environmental Compliance - Customizable Reports - Data Import/Export - Risk Management - API - Document Management - Risk Assessment - Activity Dashboard - Task Management - Audit Management - Generative AI - Governance - Corrective and Preventive Actions (CAPA) - Alerts/Notifications - FDA Compliance - Secure Data Storage - Approval Process Control - Version Control **Generative AI** - AI Text Generation **Generative AI** - AI Text Summarization - AI Text Generation - Generative AI **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI - Approval Process Control **Workflows - Audit Management** - Audit Trail - Recommendations - Collaboration Tools - Integrations - Planning & Scheduling **Generative AI - Security Compliance** - Predictive Risk - Automated Documentation **Monitoring - IT Risk Management** - AI Monitoring **Platform AI Features - Policy Management** - Reports - Workflow Management - Customizable Reports - Content Management - Renewal Management - Document Management - Forms Management - Compliance Management - Incident Management - Lifecycle Management - Template Management - Audit Management - Assessment Management - Policy Metadata Management - Expiration Management - Configurable Workflow **Additional Functionality** - Version Control - Secure Data Storage - Search/Filter - Reminders - Monitoring - API - Activity Tracking - Activity Dashboard - Role-Based Permissions - Single Sign On - Policy Training - Archiving & Retention - Audit Trail - Attestation - AI/Machine Learning - Chatbot - Collaboration Tools - Risk Analysis - Self Service Portal - Document Analysis - AI Copilot - Third-Party Integrations - Policy Creation - Digital Signature - Alerts/Notifications - Policy Library - Real-Time Notifications - Document Review - Reporting/Analytics - Customizable Templates **Additional Functionality** - HIPAA Compliant - Workflow Management - Secure Data Storage - Third-Party Integrations - Access Controls/Permissions - Consent Management - Data Mapping - Audit Management - API - Role-Based Permissions - Policy Management - Single Sign On - Risk Management - Search/Filter - Template Management - Multi-Language - Data Visualization - User Management - Monitoring - PIA/DPIA - Alerts/Notifications - Sensitive Data Identification - Self Service Portal - Archiving & Retention - Data Import/Export - Risk Assessment - Activity Dashboard - Document Management - PCI Compliance - Incident Management - Data Governance - Compliance Management - Customizable Templates - AI Copilot - Reporting & Statistics - Generative AI - Data Storage Management - File Management - Customizable Reports - Performance Metrics - Risk Analysis - Intrusion Detection System - Log Analysis - Security Auditing - Log Management - Reporting/Analytics - Risk Alerts - PCI Assessment - Vulnerability Scanning - Event Logs - File Integrity Monitoring - Exceptions Management - Data Synchronization - Compliance Tracking - Activity Monitoring - Audit Trail - Secure Login **Risk Management** - Risk Identification - Risk Classification - Risk Methodology - Goals Monitoring - Real-Time Monitoring - KRI (Key Risk Indicator) Monitoring **Documentation - Audit Management** - Templates & Forms - Checklists **Agentic AI - IT Risk Management** - Autonomous Task Execution - Multi-step Planning **Reporting & Analytics - Audit Management** - Dashboard - Audit Performance - Industry Compliance - ISO Compliance - Environmental Compliance - AML Compliance - Sarbanes-Oxley Compliance - KYC Compliance - FDA Compliance - OSHA Compliance **Additional Functionality** - Mobile Access - Corrective and Preventive Actions (CAPA) - Issue Management - Document Management - Role-Based Permissions - Activity Tracking - Document Storage - Reporting & Statistics - Task Management - Workflow Management - Status Tracking - Monitoring - Data Visualization - Approval Process Control - Forms Management - Change Management - Risk Alerts - Asset Tracking - AI Copilot - API - Risk Analysis - Policy Management - Incident Management - Real-Time Reporting - Real-Time Notifications - Alerts/Notifications - Security Auditing - Compliance Management - Risk Assessment - Real-Time Monitoring - Version Control - Archiving & Retention - Alerts/Escalation - Customizable Reports - Compliance Tracking - Access Controls/Permissions - Certification Tracking - Surveys & Feedback - Digital Signature - HIPAA Compliant - Reminders **Business Continuity Management** - Recovery Plans - Procedure Templates - Crisis Management - Task Management - Assessment Management - IT Risk Management - Audit Management - Vendor Risk Management - Document Management - Incident Management - Compliance Management - Policy Management - Internal Controls Management - Reputational Risk Management - Forms Management - Operational Risk Management - Workflow Management - Exceptions Management - Issue Management - Vendor Management - Safety Management - Legal Risk Management **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Platform** - Integration - Security & Privacy - Mobile Access - Flexibility - Third-Party Integrations **Services** - Implementation - Training & Learning - Customer Support - Professional Services **Additional Functionality** - Predictive Analytics - Process Modeling & Designing - Configurable Workflow - Real-Time Reporting - AI Copilot - Forecasting - Risk Reporting - Reporting & Statistics - API - Business Continuity Exercising - Vulnerability/Threat Prioritization - Customizable Reports - Audit Trail - Risk Alerts - Risk Scoring - Access Controls/Permissions - Surveys & Feedback - Data Visualization - Document Storage - Heatmaps - Risk Assessment - Risk Analysis - Financial Risk Reporting - Approval Process Control - Dashboard - Root Cause Analysis - Activity Tracking - Business Process Control - Alerts/Notifications - Data Import/Export - Performance Metrics - Security Auditing - Dashboard Creation - Secure Data Storage - Scenario Planning - Prioritization - Version Control - Reminders - Corrective and Preventive Actions (CAPA) ## Top TeamMate Alternatives - [Optro](https://www.g2.com/products/optro/reviews) - 4.6/5.0 (1,608 reviews) - [Archer](https://www.g2.com/products/archer-technologies-archer/reviews) - 3.6/5.0 (17 reviews) - [Diligent One Platform](https://www.g2.com/products/diligent-one-platform/reviews) - 4.3/5.0 (153 reviews)