ecmEngagement Compliance Monitoring
Where the engagement manager vouches for the engagement’s folder – item by item, each answer pointing at the document that proves it.
6 of 15 files closed out in time in the last 30 days · 40.0%
A demonstration with invented data, shared by everyone who visits – it puts itself back regularly. No passwords: or start with one of these four.
Prepares the file, cannot certify
Sofia is on the team of 23 engagements.
Answers the checklist, then certifies
Priya has 9 engagements; 2 need attention.
Confirms the file, or sends it back
Marcus is the partner on 17 engagements.
Sees the whole firm on one page
Gregor is the quality lead: the dashboards, and the checklist itself.