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: or start with one of these four.
Prepares the file, cannot certify
Luca is on the team of 23 engagements.
Answers the checklist, then certifies
Tomás has 10 engagements; 2 need attention.
Confirms the file, or sends it back
Irene is the partner on 16 engagements; 1 is waiting for confirmation.
Sees the whole firm on one page
Gregor is the quality lead: the dashboards, and the checklist itself.