Emerging IDEAs
1st Quarter Edition
2010
IDEA User Feedback

"We love the Social Security Number Analysis test.  We used it on one client and found 25 invalid social security numbers, despite this client's HR department actively checking for invalid numbers with the Social Security Department."

Sheila Beck, Audit Manager
Apple Growth Partners
Recent News

In This Issue
Adopting Data Analysis Software - A CPA Firm's Journey
Introducing SymSure for IDEA
IDEA Version 8.4 Now Available!
Working with the IDEA Help Desk
Adopting Data Analysis Software-
A CPA Firm's Journey

Having the best tools for conducting audits ranked high on Pat Lonsdale's priorities when he left Ernst & Young for the Padgett Stratemann & Co., LLP in San Antonio, TX.

"One of my big concerns was resources, and what I found was Padgett Stratemann is at the forefront in terms of technology," said Lonsdale, the CPA firm's senior manager.

Lonsdale arrived at Padgett Stratemann in 2003, and it was a time when the use of IDEAŽ - Data Analysis Software was in its infancy at the company. Padgett Stratemann was a member of the McGladrey & Pullen network, and that was how Lonsdale was introduced to IDEA.
Introducing SymSure for IDEA
Designed to Address Risk & Compliance Issues Across the Enterprise
March 2010
 
In late 2009, CaseWare IDEA released SymSure for IDEA, a continuous auditing and monitoring solution developed to meet the demand for improved risk management and visibility across all business lines.  SymSure for IDEA (SFI) seamlessly integrates IDEA's powerful data analysis engine with a detailed workflow platform in order to examine transactions in a business process, automatically identify and distribute exception items for resolution, document remediation and monitor overall activity for each business process. 

IDEA Version 8.4 Now Available!
IDEA Version 8.4 Now Available - Configured for 64-bit Operating Systems

IDEA Version 8.4 CDs were created for installation with 64 bit operating systems:
  • Customers will no longer get the prerequisite fail during the install
  • Fixed Amyuni to work on Vista (64 bit) and Windows 7 (64 bit)
  • Amyuni still won't work on XP (64 bit) and Server 2003 (64 bit) - IDEA can be installed but Publish to PDF and Publish to Word will not function
  • IDEA has been modified to resolve a FIPS* (Federal Information Processing Standard) compliancy issue
Working with the IDEA Help Desk
Our IDEA Help Desk is ready to help you in using IDEA's features and functions. Following are some tips to keep in mind that will help facilitate your questions.

It's often beneficial for us to see your data files to provide assistance. Since there is a 5MB file size limit on received attachments, and to ensure the protection of sensitive client data, we have some alternative ways to receive or view your client data:... 
If you have positive IDEA feedback and would like to be featured in an upcoming newsletter, please send an e-mail to lindseyf@audimation.com.

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888.641.2800
Upcoming Events

Seminars

Fraud Auditing with IDEA: Disbursements

April 26-27, 2010
Irving, TX

July 26-27, 2010
McLean, VA

Sampling with IDEA- Beyond the Mechanics
April 30, 2010
Chicago, IL

May 21, 2010
Portland, OR

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April 19-21
Arlington, TX

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Atlanta, GA

June 8-10
Bellevue, WA


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Expires May 31, 2010
 
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