© 2016 National Association of Insurance Commissioners
© 2016 National Association of Insurance Commissioners
ZZ
TeamMateTeamMate
James Portuguez - NAIC
Philip Gonzalez - Wolters Kluwer TeamMate
© 2016 National Association of Insurance Commissioners
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…
© 2016 National Association of Insurance Commissioners
© 2016 National Association of Insurance Commissioners
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+
© 2016 National Association of Insurance Commissioners
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
© 2016 National Association of Insurance Commissioners
© 2016 National Association of Insurance Commissioners
• 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
© 2016 National Association of Insurance Commissioners
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)
© 2016 National Association of Insurance Commissioners
© 2016 National Association of Insurance Commissioners
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
© 2016 National Association of Insurance Commissioners
TeamMate AM RoadmapAUDIT
© 2016 National Association of Insurance Commissioners
© 2016 National Association of Insurance Commissioners
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
© 2016 National Association of Insurance Commissioners
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
© 2016 National Association of Insurance Commissioners
© 2016 National Association of Insurance Commissioners
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
© 2016 National Association of Insurance Commissioners
TeamMate CM RoadmapCONTROLS
© 2016 National Association of Insurance Commissioners
© 2016 National Association of Insurance Commissioners
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+.
© 2016 National Association of Insurance Commissioners
TeamMate+ Strategic RoadmapAUDIT
© 2016 National Association of Insurance Commissioners
© 2016 National Association of Insurance Commissioners
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
© 2016 National Association of Insurance Commissioners
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
© 2016 National Association of Insurance Commissioners
© 2016 National Association of Insurance Commissioners
Q&A
Q&A Overtime…(out of time)
• See Philip at the TeamMate exhibitor booth
• James is available anytime this week
© 2016 National Association of Insurance Commissioners
TeamMate User Forum• Orlando, FL
• October 2-5 (Sun-Wed)
• $795 Registration Fee
• Private NAIC specific TeamMate User Group Meetings
Top Related