Tuesday 0900 TeamMate Final - naic.org · • Describe the status of TeamMate Centralized testing...

© 2016 National Association of Insurance Commissioners


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TeamMateTeamMate

James Portuguez - NAIC

Philip Gonzalez - Wolters Kluwer TeamMate


This presentation is pre-qualified for NAIC Designation Renewal Credits (DRCs). If you currently hold an NAIC APIR, PIR, or SPIR designation and are pursuing continuing education credit to maintain it, you may be awarded credits for your participation. To receive credit, you must be in attendance for the duration of the presentation.

Attention APIR, PIR, or SPIR Designees…



Learning Objectives

At the end of this presentation, you will be able to:

• Summarize the benefits of Expanded Hosting

• Restate the current status of Expanded Hosting

• Describe the status of TeamMate Centralized testing

• Describe enhancements to TeamMate 11.2 & R12

(including the End-of-Life support policy)

• Summarize features & benefits of TeamMate+


Expanded Hosting Pilot

• All TeamMate projects accessed via NAIC Citrix- Financial analysis

- Financial examination

- Market Regulation, etc…

• States-Specific data folders & TeamMate tabs

• Data retention by state statues (6-yrs avg.)

• NAIC resource requirements evaluation

• Pricing based on expense analysis- Price covers estimated expenses

- NAIC is non-profit



• TeamMate footprint = Zero- Internet access via Citrix

• Eliminates compatibility issues- TeamMate versions

- MS Office versions

• Frees your system resources for other use- Servers

- Project space & storage archives (6yrs)

- No more upgrade testing and project conversions

• Easy data sharing among states

• Disaster Recovery tested at 4 hours

Expanded Hosting Benefits


Expanded Hosting Status

• 7 participating states

• 239 projects on expanded hosting

• 7 servers for Citrix/TeamMate load-balanced

• 87 Citrix IDs issued to state users (contractors IDs excluded)



TeamMate AM Centralized

• Testing of TeamMate AM centralized

(SQL) is proceeding in parallel with

participation in the TeamMate+ Preview

• Leveraging knowledge & configuration to

build TeamMate+ preview environment


TeamMate AM RoadmapAUDIT



New Features in TeamMate 11.2• EWP Recycle Bin for Workpapers:

I. A policy can be turned on in TeamEWP to allow the use of a recycle bin for workpapers. II. Deleted workpapers can be recovered from the recycle bin with all links and dependencies

intact. III. Recycle bin can be manually cleared by a project owner, or automatically cleared when a

project is finalized.

• TeamRisk Self-Assessment Proxy: I. A TeamAdmin policy can give permission to Assessment owners to submit Self-Assessments

on behalf of a contributor. II. The Self-Assessment will retain a record of who actually submitted the Self-Assessment.

• TeamAdmin Agent Role: I. A new role is available in TeamAdmin that can be used to delegate TeamAdmin maintenance

to an “Agent” role. II. An Administrator can define what areas an Agent will be allowed to update in TeamAdmin.

• TeamRisk Improved Worksheet performance: I. Expanding worksheet tree nodes performance has been greatly improved.II. Loading large databases with several hundred or thousands of Self-Assessments has been

improved when using the Self-Assessment Review option in Assessment worksheet


New Features in TeamMate R12• EWP Issue Grid Viewer:

I. The new Issue grid viewer will have the same look and features as the Procedure viewer grid added in TM 11.0

• Risk & Control Grid Viewer: ???I. The new Risk and Control viewer will match the Procedure and Issue viewer

• Cross Browser Support for Web Application: ???I. Support for Other Web Browser, Chrome, Firefox, IE EDGE

• Continuing Security Enhancements: I. New and updated security feature, based on full penetration of all TeamMate web applications.

II. Improvements to Transfer Ownership

III. SQL Always On Support

• TEC ReportingI. Extended Filtering and Sorting of Time Reports for Large user Groups



TeamMate Analytics Roadmap

Import Prepare Execute Report Other

2016 • Expanded Custom Module Tests• Integration with TeamMate AM• Regression Testing

• “Get Started” Tutorial

2017 • TBD

2018 • TBD

ANALYTICS


TeamMate CM RoadmapCONTROLS



What is TeamMate+?

It’s a new web-based product built upon the TeamMate CM platform that replaces TeamMate AM.

It will extend beyond the offering of TeamMate AM – many of these new concepts are included in the first release.

TeamMate+ includes the input of the world’s largest internal audit user base.

Core principles are simplicity and usability.

The distinctive competencies TeamMate AM is known for will continue to delight customers in TeamMate+.


TeamMate+ Strategic RoadmapAUDIT



User Driven

Simple Deployment

Innovative

Device Agnostic

User Interface SimplicityTraceability

Total End User Configuration

World Class Reporting

TeamMate+ Design Principles

IBM Cognos Reporting Enginevisual reporting, configurable drill through dashboards, geo reporting, playable trend reports, etc.

Completely ConfigurableUser defined workflows taxonomy, and feature bundling

Full Audit Trails (viewed, edited, accessed)Workpaper versioning

Limited set of UI patternsContextual awareness (user only see options valid for that task.)Repeatable patterns, Progression wizards

Works on all technologiesPCs, touchscreens, tablets,iPads, smart devices

Fresh look at best practicesBest concepts of AM Classic coupled with technical opportunities incorporate years of feedback from over 100,000 users

True SaaS SolutionHosted or On-PremiseWeb based – multiple browser support, Explorer, Safari, Chrome


New Features in TeamMate+

User Defined Project

Phases & Milestones

Custom Perspectives

(Views)

MultipleDimensions

Dynamic Working View

Flexible Audit Plan

Multi-Select Categories

Flexible Browser Structure

Full Audit Trail (Who, What,

When)

Work Paper Checkout & Versioning

Assigned Reviewers

Assignment Due Dates

Auditors & Contacts can Own Issues

Audit Report Workflow

Strategic Risks

Hyperlinks between Projects

Native PDF Integration

Data Warehouse for

Reports

Report Scheduling

100% Configurable

Taxonomy

Feature Enabling

Custom Workflows with Emails

User Group Mgt &

Assignment

AUDIT



Q&A

Q&A Overtime…(out of time)

• See Philip at the TeamMate exhibitor booth

• James is available anytime this week


TeamMate User Forum• Orlando, FL

• October 2-5 (Sun-Wed)

• $795 Registration Fee

• Private NAIC specific TeamMate User Group Meetings

Tuesday 0900 TeamMate Final - naic.org · • Describe the status of TeamMate Centralized testing...

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