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.
A demonstration with invented data. No passwords: start with one of these four.
Answers the checklist, then certifies
Leila has 16 engagements; 2 need attention.
Confirms the file, or sends it back
Stefan is the partner on 18 engagements.
Prepares the file, cannot certify
Sofia is on the team of 23 engagements.
Sees the whole firm on one page
Ruth is the quality reviewer: opens any file and sees who vouched for what.