The document provides information about a webinar on using Microsoft Excel in audits. It discusses how Excel can be used as audit software to perform data analysis and identify potential issues. The webinar will demonstrate how to use pivot tables and visualizations in Excel to analyze spending trends, detect outliers, and identify anomalies. It will also discuss using text analysis and key word searches to identify red flags and using sampling techniques in Excel. The overall goal is to help auditors leverage technology to improve the efficiency and effectiveness of their work.
Summarizing a problem and solution on one page. Brief training to understand how and why to use A3 Report methodology. Presented by Utah Manufacturing Extension Center, training starts on slide 5.
An A3 report is a problem-solving tool used in lean companies like Toyota. It follows a standardized format on an 11x17 inch piece of paper to tell a story from background to proposed countermeasures. The A3 encourages identifying root causes, considering various solutions, planning implementation, and following up on results. It is not a rigid template but a flexible knowledge-sharing mechanism. Effective A3 reports ask and answer key questions at each step to fully understand issues and achieve goals.
This presentation is answering the questions of chapter 11 from Jack Meredith's book,'Project Management', and is about how a project can and has to be controlled.
This document discusses techniques for reducing changeover times between production runs including SMED (Single Minute Exchange of Die), quick changeovers, and optimizing lot sizes. It provides formulas for calculating economic lot size and total cost curves. Methods are presented for classifying, observing, recording, and analyzing changeover processes to identify ways to externalize setup steps, reduce internal changeover times, and implement principles like having tools organized on a trolley. Frequent recording and competitions are encouraged to continuously improve changeover performance.
Metrics-Based Process Mapping: An Excel-Based SolutionTKMG, Inc.
To subscribe: http://www.ksmartin.com/subscribe
To purchase the book: http://bit.ly/MBPMbk
This is the Excel tool Mike Osterling & I developed to provide the means for electronically archiving & distributing manually prepared metrics-based process maps.
The Summary Metrics sheet auto-calculates projected improvement based on current state findings and future state design.
The document summarizes the Analyze phase of a Lean Six Sigma project. It lists the tools and activities used in Analyze such as value stream mapping, root cause analysis, hypothesis testing, and prioritizing sources of waste. Graphs and examples are provided to illustrate how some of the tools are applied. The next steps outlined are to identify root causes, confirm the relationship between causes and outputs, estimate the impact of causes, and prioritize the root causes to address in the Improve phase.
This presentation explains the difference between Monitoring and Evaluation; the types of M&E frameworks; steps in logical framework and its difference from theory of change.
This document provides an overview of Gantt charts, including their history, evolution, and uses. Gantt charts are a type of bar chart used to display a project schedule and track progress over time. They show the tasks or activities within the project arranged on the vertical axis and time intervals on the horizontal axis, allowing project managers to visualize the timeline and dependencies between tasks. The document discusses the basic components of a Gantt chart, including variants that show milestones, resources, status, and dependencies. Examples are also provided of different Gantt chart types like daily, stoplight, summary, and earned value charts.
Summarizing a problem and solution on one page. Brief training to understand how and why to use A3 Report methodology. Presented by Utah Manufacturing Extension Center, training starts on slide 5.
An A3 report is a problem-solving tool used in lean companies like Toyota. It follows a standardized format on an 11x17 inch piece of paper to tell a story from background to proposed countermeasures. The A3 encourages identifying root causes, considering various solutions, planning implementation, and following up on results. It is not a rigid template but a flexible knowledge-sharing mechanism. Effective A3 reports ask and answer key questions at each step to fully understand issues and achieve goals.
This presentation is answering the questions of chapter 11 from Jack Meredith's book,'Project Management', and is about how a project can and has to be controlled.
This document discusses techniques for reducing changeover times between production runs including SMED (Single Minute Exchange of Die), quick changeovers, and optimizing lot sizes. It provides formulas for calculating economic lot size and total cost curves. Methods are presented for classifying, observing, recording, and analyzing changeover processes to identify ways to externalize setup steps, reduce internal changeover times, and implement principles like having tools organized on a trolley. Frequent recording and competitions are encouraged to continuously improve changeover performance.
Metrics-Based Process Mapping: An Excel-Based SolutionTKMG, Inc.
To subscribe: http://www.ksmartin.com/subscribe
To purchase the book: http://bit.ly/MBPMbk
This is the Excel tool Mike Osterling & I developed to provide the means for electronically archiving & distributing manually prepared metrics-based process maps.
The Summary Metrics sheet auto-calculates projected improvement based on current state findings and future state design.
The document summarizes the Analyze phase of a Lean Six Sigma project. It lists the tools and activities used in Analyze such as value stream mapping, root cause analysis, hypothesis testing, and prioritizing sources of waste. Graphs and examples are provided to illustrate how some of the tools are applied. The next steps outlined are to identify root causes, confirm the relationship between causes and outputs, estimate the impact of causes, and prioritize the root causes to address in the Improve phase.
This presentation explains the difference between Monitoring and Evaluation; the types of M&E frameworks; steps in logical framework and its difference from theory of change.
This document provides an overview of Gantt charts, including their history, evolution, and uses. Gantt charts are a type of bar chart used to display a project schedule and track progress over time. They show the tasks or activities within the project arranged on the vertical axis and time intervals on the horizontal axis, allowing project managers to visualize the timeline and dependencies between tasks. The document discusses the basic components of a Gantt chart, including variants that show milestones, resources, status, and dependencies. Examples are also provided of different Gantt chart types like daily, stoplight, summary, and earned value charts.
Visual control is a business management technique employed in many places where information is communicated by using visual signals instead of texts or other written instructions. The design is deliberate in allowing quick recognition of the information being communicated, in order to increase efficiency and clarity.
Recorded webinar: http://bit.ly/1IidQDp
Subscribe: http://www.ksmartin.com/subscribe
All too often people use Lean solely to drive daily incremental improvement (kaizen). What we don't hear as much about is the power of Lean to create substantive business improvement (kaikaku), such as gaining significant market share, growing sales within existing customers, creating disruptive products, increasing cash flow, and growing margins. Margin growth is especially important. Even non-profits need money to reinvest in their operations.
In this webinar, you'll learn how to make improvements that grow your top and bottom lines. You can create better work environments that deeply engage the workforce, while also thrilling your CFO, shareholders, and Board. THIS is what assures that Lean management continues to be taken seriously.
Specifically, you will learn:
• How to calculate the financial impact of your improvement efforts.
• Ways for improving margins (profit) through expense reduction (but not layoffs!).
• Improvements that help grow your top line (revenue/sales).
• How to engage executives in the process.
The Basics of the A3-method (a repackaged version of Toyota Kata)Teemu Toivonen
The A3-method is very simple and effective Lean project management method designed specifically for small and medium sized improvement projects. The A3-method is simple to learn and get started with and has a good track record for producing results and at the same time developing people.
The A3-method is based on the work of Mike Rother and his research and publications on Toyota Kata.
Learning Objectives
Prepare and use data flow diagrams to understand, evaluate, and document information systems.
Prepare and use flowcharts to understand, evaluate, and document information systems
The document provides information on quality tools and problem solving techniques. It includes examples of tools like flow charts, check sheets, histograms, Pareto diagrams, and cause-and-effect diagrams. Each tool is explained in terms of what it is, when to use it, how to construct it, and its benefits. The document aims to introduce various quality tools that can be used to identify and solve 95% of quality-related problems.
The Toyota Production System (TPS) is an integrated socio-technical system, developed by Toyota, that comprises its management philosophy and practices. The TPS organizes manufacturing and logistics for the automobile manufacturer, including interaction with suppliers and customers. The system is a major precursor of the more generic "lean manufacturing". Taiichi Ohno and Eiji Toyoda, Japanese industrial engineers, developed the system between 1948 and 1975.
Originally called "just-in-time production", it builds on the approach created by the founder of Toyota, Sakichi Toyoda, his son Kiichiro Toyoda, and the engineer Taiichi Ohno. The principles underlying the TPS are embodied in The Toyota Way.
Project monitoring and evaluation by Samuel Obino MokayaDiscover JKUAT
This document discusses project monitoring and evaluation. It defines monitoring as assessing project implementation against agreed schedules to identify successes and problems. Evaluation assesses a project's relevance, performance, impact and effectiveness. Several monitoring and evaluation tools are described, including reports, validation, participation and different types of evaluations. Good monitoring and evaluation provides feedback to improve projects and identify issues early. It should establish indicators and collect data through methods like interviews, observation and documentation review.
SMED (Single Minute Exchange of Die) is a lean manufacturing technique aimed at reducing changeover times between the production of different products or product variants on a machine. The basic principles of SMED involve identifying internal and external changeover tasks, analyzing each task's purpose, and focusing on low-cost solutions to eliminate changeover time. The history of SMED began in Japan at Toyota in the 1950s when consultant Shigeo Shingo helped reduce changeover times for body molding from 2-8 hours to under 10 minutes. Implementing SMED involves 5 phases - defining the project, establishing a baseline, separating external and internal work, transforming internal work externally, and eliminating all waste from the changeover process.
The control plan is one tool or method used to describe a set of the activities and/or procedures that are needed to control a process and deliver a quality output (Y). The overall objective of the control plan is to maintain stability and control of a process ultimately minimizing and controlling variation.
Obeya Rooms or Business Performance RoomsAdam Payne
Your information and actions must be prioritised and communicated through the organisation to ensure pace, direction (towards objectives), and complete involvement.
Importancia de la estadística para el contador públicoAryeliz Rodriguez
La estadística, se maneja de manera rápida, fiable y relativamente sencilla grandes volúmenes de información, y obtiene conclusiones que después el profesional interpreta.
Lean Value Stream Mapping (VSM) Training ModuleFrank-G. Adler
The document provides an overview of lean management principles including:
- A history of lean thinking from figures like Ford, Ohno, and Womack
- Key lean principles like defining value, mapping value streams, and establishing pull
- The seven types of waste - transportation, inventory, motion, waiting, overproduction, overprocessing, and defects
- How value-added work is defined and the goal of reducing non-value added activities
- The three lean "Ms" of muda (waste), mura (irregularity), and muri (overburden)
OEE (Overall Equipment Effectiveness) is a metric that measures the percentage of planned production time that is truly productive. An OEE of 100% represents perfect production with no downtime or defects. OEE was developed in the 1960s by Japanese expert Seiichi Nakajima as part of Total Productive Maintenance (TPM) to continuously improve manufacturing processes. Measuring OEE gives manufacturers visibility into asset health and performance to reduce costs, drive efficiencies, and improve quality and capacity. Increasing OEE by just 1% can result in significant annual savings for companies.
The most comprehensive definition of internal audit is given by the IIA, USA. It is,
"Internal auditing is an independent, objective assurance and consulting activity designed to add value and improve an organization’s operations. It helps an organization accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control and governance processes."
The purpose of the presentation is to provide clarification for a better understanding of what internal audit definition, objectives, functions, stages and reporting are all about? What difference does it make in the presence of an external audit? How different is its scope from that of the external audit? How internal audit standards contribute to better performance of internal audit work and its reporting to the Board or Audit Committee?
[To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
The A3 provides a disciplined way of reporting on problems that encourages a disciplined way of solving problems.
Toyota's relentless dedication to continuous improvement is what gives them their greatest competitive advantage. To this end, the principle of PDCA: Plan Do, Check, Act is engrained throughout their corporate culture. Just as ingrained, and equally valuable, is the flexible, yet precise, reporting system, which is married to the process. All about efficiency, every report must be confined to one side of an A3 (11 x 17-inch) sheet of paper; hence the report is known as the A3.
The A3 report can be used to propose solutions to problems, give status reports on ongoing projects, and report results of information gathering activity.
A3 is not about generating more paperwork, but it is all about creating a process and a mindset that are uncompromising in their dedication to improvement. Diligently applying the process, thinking, and tools described in this presentation will dramatically improve the effectiveness of those individuals involved, and when spread through an organization, will quickly result in a culture of genuine improvement.
While this system grew out of automotive manufacturing, it is proven to be broadly applicable to almost any management system.
This A3 Thinking training guide emphasizes the discipline required to generate an A3 report. It covers everything needed to execute a rigorous reporting system. You will learn the step-by-step A3 problem solving process from problem identification to resolution in a fashion that fosters learning, collaboration, and personal development. The problem-solving team records the results of investigation and planning in a concise, two-page document (the A3 report) that facilitates knowledge sharing and collaboration.
LEARNING OBJECTIVES
1. Understand the principles and significance of A3 thinking in continuous improvement.
2. Learn the step-by-step A3 problem-solving process, from theme development to follow- up.
3. Acquire proficiency in utilizing A3 problem- solving tools for effective analysis and decision- making.
4. Develop skills for creating clear, concise A3 reports and gain practical tips for successful problem- solving.
CONTENTS
1. Introduction to A3 Thinking
2. A3 Problem Solving Process
3. A3 Problem Solving (Storytelling) Tools
4. Form and Style
5. Practical Tips for Success
Deploying Hoshin Kanri as a Competitive WeaponGrant Crow
This presentation evaluates the Hoshin Kanri concept, what it is, how it works, what can go wrong and how to make Hoshin really work.
Slide 3: Most people familiar with Hoshin Kanri will know that it translates from Japanese into a "Vision Compass". More importantly, Hoshin is gaining traction due to its recognition of the need to link direction (strategy formulation) with management (implementation).
Slide 4: A key feature of Hoshin Kanri is the concept of Breakthrough Objectives. The concept encourages aggressive objectives together with a structured method for cascading these and breaking them down into manageable pieces.
Slides 5 and 6 address common responses from executives one might encounter when trying to introduce Hoshin Kanri together with the symptoms suggesting that Hoshin Planning is required. The symptoms listed will strike a chord with many readers and represent the product of poor strategy execution.
Slide 8 identifies some of the many leading organizations using Hoshin as their strategy execution methodology. The majority of organizations that we at i-nexus are talking to (particularly in the USA) are either considering implementing Hoshin Kanri or have already made a start.
Slide 9 identifies the value of having a strong strategy execution system by tracking share price performance.
Slides 11 and 12 introduce the link between Hoshin Kanri, and in particular the X matrix concept, and Balanced Scorecards. The traditional Balanced Scorecard clearly introduced value by looking at business metrics from more than purely a financial perspective. In contrast however, the X matrix is a far more robust tool for supporting strategy implementation. The various faces of the X matrix (South, West, North and East) detail the WHAT, HOW FAR, HOW and HOW MUCH of the strategy. Having said that, the X matrix is by no means universally popular as a Hoshin tool and is regarded by some CEO's as too complex. It is clearly a tool more likely to provide value in organizations that are more mature in their strategy execution journey.
Slide 13 shows an example of how the i-nexus software supports both the Hoshin X matrix and Scorecards.
Slide 15 identifies the critical role of the bowling chart in linking between the X matrix and action plans and its use a key management tool to track achievement and lack thereof against goals.
Slide 17 identifies "culture change" as a key barrier to effective Hoshin. Many of our customers do find that the greater transparency achieved with i-nexus can be seen as a threat. This needs to be managed carefully with problems (red traffic lights) seen as discussion points rather than failure.
Slide 22 provides an example of an A3 report. Many i-nexus customers find visual management of progress to be key to obtaining commitment to Hoshin.
Finally slide 24 looks at the value of Hoshin countermeasures in enabling early identification and resolution of barriers to progress.
Single Minute Exchange of Die (SMED) is a technique used in Just-In-Time manufacturing to reduce waste by minimizing changeover times between different products. The SMED process involves observing current changeover methods, separating internal and external changeover activities, streamlining the changeover process, and providing continuous training to further reduce changeover times to single digit minutes.
Duplicate payments, duplicate vendors, and segregation of duties in accounts payable are still the top tests being run by auditors using analytics. They are simple, effective, and save money which always helps the business case for analytics. Further, vendor and related payments fraud is the #1 fraud (in volume) affecting all organizations – big and small, public and private, regardless of the industry and sector. Excel templates will be provided with admission to assist to complete all testing and visualizations using graphs. Further data request letters and analytic audit programs will be provided to “jump start” your audit efforts in the accounts payable and vendor management areas.
Specific learning objectives include:
o Run over 20….key, proactive error and fraud tests in the areas of the accounts payable, vendor masterfiles, and purchase order files, all in Excel.
o Map the report results to an audit program to produce an analytically-enabled audit program.
o Discover the top frauds and corruption schemes along with top cost efficiencies to enact within accounts payable reviews.
o Distinguish between the top major accounting systems used when extracting accounts payable and vendor masterfile data and obtain a standard data request to aid the extractions
o Complete a multiple perspective visualization review of your accounts payable data including time based, amount based, company/profit center based, enterer, etc.
These are the slides. If you would like the associated data files they are available for download after payment. Videos of these sessions are available for free.
Details contact Rich Lanza (rich@richlanza.com)
Best Practices: Planning Data Analytic into Your AuditsFraudBusters
These slide accompany a video training presentation from AuditNet®. The video is available to view at http://bit.ly/1eBRLiZ (registration with AuditNet.tv required)
Learning Objectives:
Gain an appreciation, based on the attendee participants, of their successes and pitfalls when planning data analytics.
Understand some common approaches to overcoming obstacles to planning data analytics based on case studies from companies and survey attendees themselves.
Learn how planning analytics can be integrated into top audit areas.
Outline an effective data request process to ensure complete and accurate extractions of data every time.
See how analytics can maximize the annual audit plan and better ensure focus is placed on organizational risk.
Visual control is a business management technique employed in many places where information is communicated by using visual signals instead of texts or other written instructions. The design is deliberate in allowing quick recognition of the information being communicated, in order to increase efficiency and clarity.
Recorded webinar: http://bit.ly/1IidQDp
Subscribe: http://www.ksmartin.com/subscribe
All too often people use Lean solely to drive daily incremental improvement (kaizen). What we don't hear as much about is the power of Lean to create substantive business improvement (kaikaku), such as gaining significant market share, growing sales within existing customers, creating disruptive products, increasing cash flow, and growing margins. Margin growth is especially important. Even non-profits need money to reinvest in their operations.
In this webinar, you'll learn how to make improvements that grow your top and bottom lines. You can create better work environments that deeply engage the workforce, while also thrilling your CFO, shareholders, and Board. THIS is what assures that Lean management continues to be taken seriously.
Specifically, you will learn:
• How to calculate the financial impact of your improvement efforts.
• Ways for improving margins (profit) through expense reduction (but not layoffs!).
• Improvements that help grow your top line (revenue/sales).
• How to engage executives in the process.
The Basics of the A3-method (a repackaged version of Toyota Kata)Teemu Toivonen
The A3-method is very simple and effective Lean project management method designed specifically for small and medium sized improvement projects. The A3-method is simple to learn and get started with and has a good track record for producing results and at the same time developing people.
The A3-method is based on the work of Mike Rother and his research and publications on Toyota Kata.
Learning Objectives
Prepare and use data flow diagrams to understand, evaluate, and document information systems.
Prepare and use flowcharts to understand, evaluate, and document information systems
The document provides information on quality tools and problem solving techniques. It includes examples of tools like flow charts, check sheets, histograms, Pareto diagrams, and cause-and-effect diagrams. Each tool is explained in terms of what it is, when to use it, how to construct it, and its benefits. The document aims to introduce various quality tools that can be used to identify and solve 95% of quality-related problems.
The Toyota Production System (TPS) is an integrated socio-technical system, developed by Toyota, that comprises its management philosophy and practices. The TPS organizes manufacturing and logistics for the automobile manufacturer, including interaction with suppliers and customers. The system is a major precursor of the more generic "lean manufacturing". Taiichi Ohno and Eiji Toyoda, Japanese industrial engineers, developed the system between 1948 and 1975.
Originally called "just-in-time production", it builds on the approach created by the founder of Toyota, Sakichi Toyoda, his son Kiichiro Toyoda, and the engineer Taiichi Ohno. The principles underlying the TPS are embodied in The Toyota Way.
Project monitoring and evaluation by Samuel Obino MokayaDiscover JKUAT
This document discusses project monitoring and evaluation. It defines monitoring as assessing project implementation against agreed schedules to identify successes and problems. Evaluation assesses a project's relevance, performance, impact and effectiveness. Several monitoring and evaluation tools are described, including reports, validation, participation and different types of evaluations. Good monitoring and evaluation provides feedback to improve projects and identify issues early. It should establish indicators and collect data through methods like interviews, observation and documentation review.
SMED (Single Minute Exchange of Die) is a lean manufacturing technique aimed at reducing changeover times between the production of different products or product variants on a machine. The basic principles of SMED involve identifying internal and external changeover tasks, analyzing each task's purpose, and focusing on low-cost solutions to eliminate changeover time. The history of SMED began in Japan at Toyota in the 1950s when consultant Shigeo Shingo helped reduce changeover times for body molding from 2-8 hours to under 10 minutes. Implementing SMED involves 5 phases - defining the project, establishing a baseline, separating external and internal work, transforming internal work externally, and eliminating all waste from the changeover process.
The control plan is one tool or method used to describe a set of the activities and/or procedures that are needed to control a process and deliver a quality output (Y). The overall objective of the control plan is to maintain stability and control of a process ultimately minimizing and controlling variation.
Obeya Rooms or Business Performance RoomsAdam Payne
Your information and actions must be prioritised and communicated through the organisation to ensure pace, direction (towards objectives), and complete involvement.
Importancia de la estadística para el contador públicoAryeliz Rodriguez
La estadística, se maneja de manera rápida, fiable y relativamente sencilla grandes volúmenes de información, y obtiene conclusiones que después el profesional interpreta.
Lean Value Stream Mapping (VSM) Training ModuleFrank-G. Adler
The document provides an overview of lean management principles including:
- A history of lean thinking from figures like Ford, Ohno, and Womack
- Key lean principles like defining value, mapping value streams, and establishing pull
- The seven types of waste - transportation, inventory, motion, waiting, overproduction, overprocessing, and defects
- How value-added work is defined and the goal of reducing non-value added activities
- The three lean "Ms" of muda (waste), mura (irregularity), and muri (overburden)
OEE (Overall Equipment Effectiveness) is a metric that measures the percentage of planned production time that is truly productive. An OEE of 100% represents perfect production with no downtime or defects. OEE was developed in the 1960s by Japanese expert Seiichi Nakajima as part of Total Productive Maintenance (TPM) to continuously improve manufacturing processes. Measuring OEE gives manufacturers visibility into asset health and performance to reduce costs, drive efficiencies, and improve quality and capacity. Increasing OEE by just 1% can result in significant annual savings for companies.
The most comprehensive definition of internal audit is given by the IIA, USA. It is,
"Internal auditing is an independent, objective assurance and consulting activity designed to add value and improve an organization’s operations. It helps an organization accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control and governance processes."
The purpose of the presentation is to provide clarification for a better understanding of what internal audit definition, objectives, functions, stages and reporting are all about? What difference does it make in the presence of an external audit? How different is its scope from that of the external audit? How internal audit standards contribute to better performance of internal audit work and its reporting to the Board or Audit Committee?
[To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
The A3 provides a disciplined way of reporting on problems that encourages a disciplined way of solving problems.
Toyota's relentless dedication to continuous improvement is what gives them their greatest competitive advantage. To this end, the principle of PDCA: Plan Do, Check, Act is engrained throughout their corporate culture. Just as ingrained, and equally valuable, is the flexible, yet precise, reporting system, which is married to the process. All about efficiency, every report must be confined to one side of an A3 (11 x 17-inch) sheet of paper; hence the report is known as the A3.
The A3 report can be used to propose solutions to problems, give status reports on ongoing projects, and report results of information gathering activity.
A3 is not about generating more paperwork, but it is all about creating a process and a mindset that are uncompromising in their dedication to improvement. Diligently applying the process, thinking, and tools described in this presentation will dramatically improve the effectiveness of those individuals involved, and when spread through an organization, will quickly result in a culture of genuine improvement.
While this system grew out of automotive manufacturing, it is proven to be broadly applicable to almost any management system.
This A3 Thinking training guide emphasizes the discipline required to generate an A3 report. It covers everything needed to execute a rigorous reporting system. You will learn the step-by-step A3 problem solving process from problem identification to resolution in a fashion that fosters learning, collaboration, and personal development. The problem-solving team records the results of investigation and planning in a concise, two-page document (the A3 report) that facilitates knowledge sharing and collaboration.
LEARNING OBJECTIVES
1. Understand the principles and significance of A3 thinking in continuous improvement.
2. Learn the step-by-step A3 problem-solving process, from theme development to follow- up.
3. Acquire proficiency in utilizing A3 problem- solving tools for effective analysis and decision- making.
4. Develop skills for creating clear, concise A3 reports and gain practical tips for successful problem- solving.
CONTENTS
1. Introduction to A3 Thinking
2. A3 Problem Solving Process
3. A3 Problem Solving (Storytelling) Tools
4. Form and Style
5. Practical Tips for Success
Deploying Hoshin Kanri as a Competitive WeaponGrant Crow
This presentation evaluates the Hoshin Kanri concept, what it is, how it works, what can go wrong and how to make Hoshin really work.
Slide 3: Most people familiar with Hoshin Kanri will know that it translates from Japanese into a "Vision Compass". More importantly, Hoshin is gaining traction due to its recognition of the need to link direction (strategy formulation) with management (implementation).
Slide 4: A key feature of Hoshin Kanri is the concept of Breakthrough Objectives. The concept encourages aggressive objectives together with a structured method for cascading these and breaking them down into manageable pieces.
Slides 5 and 6 address common responses from executives one might encounter when trying to introduce Hoshin Kanri together with the symptoms suggesting that Hoshin Planning is required. The symptoms listed will strike a chord with many readers and represent the product of poor strategy execution.
Slide 8 identifies some of the many leading organizations using Hoshin as their strategy execution methodology. The majority of organizations that we at i-nexus are talking to (particularly in the USA) are either considering implementing Hoshin Kanri or have already made a start.
Slide 9 identifies the value of having a strong strategy execution system by tracking share price performance.
Slides 11 and 12 introduce the link between Hoshin Kanri, and in particular the X matrix concept, and Balanced Scorecards. The traditional Balanced Scorecard clearly introduced value by looking at business metrics from more than purely a financial perspective. In contrast however, the X matrix is a far more robust tool for supporting strategy implementation. The various faces of the X matrix (South, West, North and East) detail the WHAT, HOW FAR, HOW and HOW MUCH of the strategy. Having said that, the X matrix is by no means universally popular as a Hoshin tool and is regarded by some CEO's as too complex. It is clearly a tool more likely to provide value in organizations that are more mature in their strategy execution journey.
Slide 13 shows an example of how the i-nexus software supports both the Hoshin X matrix and Scorecards.
Slide 15 identifies the critical role of the bowling chart in linking between the X matrix and action plans and its use a key management tool to track achievement and lack thereof against goals.
Slide 17 identifies "culture change" as a key barrier to effective Hoshin. Many of our customers do find that the greater transparency achieved with i-nexus can be seen as a threat. This needs to be managed carefully with problems (red traffic lights) seen as discussion points rather than failure.
Slide 22 provides an example of an A3 report. Many i-nexus customers find visual management of progress to be key to obtaining commitment to Hoshin.
Finally slide 24 looks at the value of Hoshin countermeasures in enabling early identification and resolution of barriers to progress.
Single Minute Exchange of Die (SMED) is a technique used in Just-In-Time manufacturing to reduce waste by minimizing changeover times between different products. The SMED process involves observing current changeover methods, separating internal and external changeover activities, streamlining the changeover process, and providing continuous training to further reduce changeover times to single digit minutes.
Duplicate payments, duplicate vendors, and segregation of duties in accounts payable are still the top tests being run by auditors using analytics. They are simple, effective, and save money which always helps the business case for analytics. Further, vendor and related payments fraud is the #1 fraud (in volume) affecting all organizations – big and small, public and private, regardless of the industry and sector. Excel templates will be provided with admission to assist to complete all testing and visualizations using graphs. Further data request letters and analytic audit programs will be provided to “jump start” your audit efforts in the accounts payable and vendor management areas.
Specific learning objectives include:
o Run over 20….key, proactive error and fraud tests in the areas of the accounts payable, vendor masterfiles, and purchase order files, all in Excel.
o Map the report results to an audit program to produce an analytically-enabled audit program.
o Discover the top frauds and corruption schemes along with top cost efficiencies to enact within accounts payable reviews.
o Distinguish between the top major accounting systems used when extracting accounts payable and vendor masterfile data and obtain a standard data request to aid the extractions
o Complete a multiple perspective visualization review of your accounts payable data including time based, amount based, company/profit center based, enterer, etc.
These are the slides. If you would like the associated data files they are available for download after payment. Videos of these sessions are available for free.
Details contact Rich Lanza (rich@richlanza.com)
Best Practices: Planning Data Analytic into Your AuditsFraudBusters
These slide accompany a video training presentation from AuditNet®. The video is available to view at http://bit.ly/1eBRLiZ (registration with AuditNet.tv required)
Learning Objectives:
Gain an appreciation, based on the attendee participants, of their successes and pitfalls when planning data analytics.
Understand some common approaches to overcoming obstacles to planning data analytics based on case studies from companies and survey attendees themselves.
Learn how planning analytics can be integrated into top audit areas.
Outline an effective data request process to ensure complete and accurate extractions of data every time.
See how analytics can maximize the annual audit plan and better ensure focus is placed on organizational risk.
Using MS Excel In Your Next Audit - Top Basic & Intermediate Techniques Jim Kaplan CIA CFE
Data analytics does not need to be difficult or time consuming to start and in this course, we will focus on the key learning blocks needed within Microsoft Excel to be an effective data analytic auditor or accountant.
As regulatory changes sweep the globe, auditors, risk management, and compliance professionals are using more sophisticated tools, and methods.
Using a live/video training library approach, we help companies of all sizes use audit and assurance software to improve business intelligence, increase efficiencies, identify fraud, test controls, and bottom line savings.
AuditNet and Cash Recovery Partners Webinar recording available at auditsoftwarevideos.com and AuditNet.tv (registration required) Recording free to view.
Sample Data Files for All Courses are available for $49
To purchase access to all sample data files, Excel macros and ACL scripts associated with the free training visit AuditSoftwareVideos.
Continuous auditing and monitoring (“continuous reviews”) has been discussed for decades but implemented in moderation based on recent surveys. It comes down to how much are data analytics integrated into our audit processes initially to then become continuous. If a high degree of integration exists, then there is probably a good amount of continuous reviews happening in the organization already.
However, most companies fall into the other camp and have not integrated analytics well enough or considered how to take full advantage of continuous reviews.
This course will explain culturally what audit departments must do to embrace continuous reviews and how that can be integrated with ACL Desktop software techniques. Sample files and scripts will be provided to get you started down the road to continuous reviews.
As regulatory changes sweep the globe, auditors, risk management, and compliance professionals are using more sophisticated tools, and methods.
Using a live/video training library approach, we help companies of all sizes use audit and assurance software to improve business intelligence, increase efficiencies, identify fraud, test controls, and bottom line savings.
AuditNet and Cash Recovery Partners Webinar recording available at auditsoftwarevideos.com and AuditNet.tv (registration required) Recording free to view.
Sample Data Files for All Courses are available for $49
To purchase access to all sample data files, Excel macros and ACL scripts associated with the free training visit AuditSoftwareVideos.
Timothy Ho from Deloitte discusses seven technologies driving change in finance: cloud, robotics, cognitive computing, in-memory computing, blockchain, advanced analytics, and core modernization. The roles of finance are changing from operator and steward to also include strategist and catalyst. Automation in finance can range from basic monitoring to fully automated processes. Robotic process automation can perform repetitive tasks across systems. Risk analytics uses predictive modeling to identify risks. Cognitive technologies like natural language generation can automate decision support. Getting started requires establishing a digital leadership team and piloting solutions quickly.
Since the spread of IT systems has made it a pre-requisite that auditors as well as management have the ability to examine high volumes of data and transaction in order to determine patterns and trends. In addition, the increasing need to continuously monitor and audit IT systems has created an imperative for the effective use of appropriate data mining tools.
While a variety of powerful tools are readily available today, the skills required to utilize such tools are not. Not only must the correct testing techniques be selected but the effective interpretation of outcomes presented by the software is essential in the drawing of appropriate conclusions based on the data analysis. This 6 webinar series, based on Richard Cascarino’s book “Data Analytics for Internal Auditors” covers these skills and techniques.
Webinar 3 Analytics Techniques
Conducting the Audit
Obtaining Information from IT Systems for Analysis
Use of Computer Assisted Audit Techniques
Analysis of Big Data
Results Analysis and Validation
Fraud Detection using Data Analysis
Root Cause Analysis
Developing Metrics for Financial Shared Services: Best Practices, Tips and T...Jeff Zwier
The document discusses best practices for developing metrics for financial shared services. It recommends focusing metrics on information rather than data, isolating processes to select the appropriate level of analysis, and ensuring metrics have clearly defined inputs, outputs, and impacts. It also provides tips on designing dashboards, scorecards, and reports to effectively communicate metrics to different audiences.
This document summarizes a presentation on using web analytics to improve performance. It discusses defining goals and key metrics to track, setting up funnels in analytics tools, and making data actionable by addressing problems and focusing efforts on improving high-value traffic and conversions. Regular reporting and A/B testing were recommended to monitor progress towards goals and continuously optimize the site. People, processes, and tools need to work together, with a focus on progress over perfection through ongoing analysis and improvement.
This document provides an agenda for a Google Analytics training session. The agenda includes topics such as getting started with Google Analytics, navigating the interface, audience, acquisition, behavior, and conversion reports. It also covers account administration, advanced tracking implementations, measuring content, importing and extracting data, and common applications of Google Analytics. The training emphasizes using Google Analytics for analysis rather than just reporting, and how to tell data-driven stories to different audiences. It provides best practices for setting up views and segments, understanding users, tracking campaigns and visitor engagement, and setting up conversion goals.
Since the spread of IT systems has made it a pre-requisite that auditors as well as management have the ability to examine high volumes of data and transaction in order to determine patterns and trends. In addition, the increasing need to continuously monitor and audit IT systems has created an imperative for the effective use of appropriate data mining tools.
While a variety of powerful tools are readily available today, the skills required to utilize such tools are not. Not only must the correct testing techniques be selected but the effective interpretation of outcomes presented by the software is essential in the drawing of appropriate conclusions based on the data analysis. This 6 webinar series, based on Richard Cascarino’s book “Data Analytics for Internal Auditors” covers these skills and techniques.
Webinar 5 Data Analytics Software 4/16/19
Excel and Data Analysis
ACL and Data Analysis
IDEA and Data Analysis
SAS and Data Analysis
5 Steps To Measure ROI On Your Data Science Initiatives - WebinarGramener
1. Measuring ROI from data science initiatives is challenging for many organizations as the outcomes are often not clearly defined, quantified, or attributed to the initiatives. Breaking the chain from data to insights to actions to outcomes is common.
2. A framework is presented for quantifying the value of data science initiatives using 5 steps - define success metrics, measure the metrics, attribute outcomes to causal factors, calculate net costs and benefits to determine breakeven, and benchmark results.
3. The framework is applied to a case study of a beverage manufacturer that used analytics to optimize plant costs. Key metrics like cost savings, employee productivity, and process efficiency were defined and attribution methods like A/B testing were used
When Data Visualizations and Data Imports Just Don’t WorkJim Kaplan CIA CFE
When Data Visualizations and Data Imports Just Don’t Work – Importing data is a dirty job as can painting user final pictures with that data. This webinar will explore the dirty little secrets that ensure data is imported completely and accurately, as well as, painting scenarios when a visualization may not be the best approach to meeting an audit objective. Specific learning objectives include:
o Walk through case studies of “dirty” data and how to improve then using improved data requests and cleansing tools.
o Watch case study examples of top tests to validate data tables to ensure data quality.
o Discover a host of baseline tests and other baseline statistics to validate, understand and possibly extract key trends for review.
o Understand visualization and dashboard types along with their associated analytical strengths from an audit perspective.
o Identify situations where statistics may be more effective audit extractors than relying on the human eye to spot notable events.
This document discusses how an experimentation program manager, Kristen, can empower teams within her organization to make data-driven decisions through experimentation at scale. It outlines three key challenges Kristen faces: teams cannot measure what matters to them, cannot leverage experiment results, and lack confidence in results. The document then presents solutions from Optimizely's data platform to address each challenge by allowing teams to: 1) measure custom metrics that are important to their work, 2) analyze results through their preferred tools and workflows, and 3) gain confidence in results by reducing biases, discrepancies and false discoveries. This will help Kristen grow and maintain adoption of her organization's experimentation program.
HR / Talent Analytics orientation given as a guest lecture at Management Institute for Leadership and Excellence (MILE), Pune. This presentation covers aspects like:
1. Core concepts, terminologies & buzzwords
- Business Intelligence, Analytics
- Big Data, Cloud, SaaS
2. Analytics
- Types, Domains, Tools…
3. HR Analytics
- Why? What is measured?
- How? Predictive possibilities…
4. Case studies
5. HR Analytics org structure & delivery model
DMC: Use Microsoft SharePoint Technology You Already Own to Operate Efficient...DMC, Inc.
This document discusses how organizations can use existing technologies like Microsoft SharePoint to more efficiently operate and compete. It promotes the benefits of visualizing key performance indicators (KPIs) through dashboards in SharePoint to improve decision making, productivity, and identify issues. The presentation provides an overview of SharePoint and its features for collaboration, content management and business intelligence. It demonstrates a sample social media dashboard and recommends a phased implementation approach for organizations.
Spreadsheet Compliance and Management in Office and SharePoint 2013 PitchMicleus
The document discusses new features in Office 2013 for managing and controlling spreadsheets to improve compliance and reduce risk. It describes how uncontrolled and complex spreadsheets used for important business decisions can contain errors and risks. The new tools in Office 2013 include Spreadsheet Compare to identify differences between versions, Spreadsheet Inquire to analyze and diagnose spreadsheets, and Audit and Control Management Server to non-intrusively audit spreadsheet changes through discovery, risk assessment, control, and reporting. These tools help address CFO questions about spreadsheet management and compliance.
Visualizing data has become one of the hottest trends in analytics not only because it works to more quickly identifying anomalies but in also explaining the results to management. In this case study focused webinar, you’ll learn how to translate unwieldy files of financial data into a single compact scattergraph, pie chart, or overlay—and then “sample with pictures” by picking out the key items that merit sampling and follow-up.
Specific learning objectives include:
o Understand graph types and their different analytical strengths from an audit perspective
o Learn best practices in dahsboarding results through a review of a variety of example dashboard templates
o Be able to score records based on various audit reports to improve your effectiveness and reduce false positives in your samples
o See how to quickly turn a visualization exercise into a sampling approach by sampling multiple categories to identify highest-risk items.
o Use auto-formatting and dynamic data-grabbing tools so new data can create new graphs each audit period, at the touch of a button
o Integrate statistics into your visualizations to extract the most exceptional sample units
Business Intelligence System and instrumental level multi dimensional database Rolta
The PDF gives a brief introduction of business intelligence system and instrumental level multi dimensional database. As most associations still experience an absence of Business Intelligence (BI) in their basic leadership forms while executing endeavor frameworks, for example, Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Supply Chain Management (SCM). Thusly, a model and strategies to assess and evaluate the insight level of big business frameworks can enhance choice backing.
Sai Charan Thotapalli interned at Priceline.com in their Customer Conversion team. As part of this internship, Sai analyzed customer order and conversion data using tools like SQL, Tableau, and presented findings to help improve performance. Sai's responsibilities included data collection, validation, analysis of metrics like orders and offers across platforms, and suggesting solutions to increase conversions. Through this experience, Sai gained skills in data analytics, reporting, and working in a business environment.
This document discusses HR analytics, including core concepts, stages of analytics, types of analytical models, analytics domains, tools and software, and case studies. It provides an overview of business intelligence and analytics, then discusses HR analytics in depth. Key areas covered for HR analytics include what is currently measured, what could be measured, predictive possibilities like turnover modeling, and examples of advanced predictive analyses. Real-world case studies are presented on companies that have successfully used analytics for outcomes like reducing attrition and identifying high performers. The importance of HR analytics as an organizational function is highlighted.
Similar to Using Microsoft Excel in Your Next Internal and External Audit - Learning The Key Process Steps (20)
Controls that are designed to mitigate the risk of fraud are not perfect. Enterprise software such as Oracle and SAP may have built-in controls, but they are limited in scope to the data and processes that the software "touches". The most successful fraudsters know how to exploit interfaces between different processes and systems. Furthermore, the typical fraud case persists for 14 months prior to detection*.
Deploying data analytics for continuous testing can overcome many of the limitations of traditional fraud detection. Timely and appropriate detection will help organizations mitigate the impact of frauds. Robust fraud detection systems will also act as powerful deterrents.
*ACFE Report to the Nations: 2020 Global Study on Occupational Fraud and Abuse
Learning Objectives
In this session we will raise awareness of the various types of frauds and how they can be detected using automated data analysis techniques.
Protecting personal data has been an important issue for many years. The EU GDPR extends the data rights of individuals, and requires organizations to develop clear policies and procedures to protect personal data, and adopt appropriate technical and organizational measures. UK organizations have had to comply with the Regulation since 25 May 2018, or potentially face fines of up to 4% of annual turnover or €20 million – whichever is greater.
Learning Outcomes:
This 10 webinar series is intended to elicit a clear understanding of the core elements of the GDPR, with the ability to gain a deeper understanding by asking the trainer questions during the training.
It covers how each aspect of the Regulation can be translated into implementation actions in your organization and the auditor’s role.
Webinar 10
• Handling data subject access requests (DSARs).
• The roles of controllers and processors, and the relationships between them.
• Transferring personal data outside the EU and the mechanisms for compliance.
• How to become GDPR compliant using a compliance gap assessment
Touchstone Research for Internal Audit 2020 – A Look at the Now and Tomorrow ...Jim Kaplan CIA CFE
Join this webinar for an introduction to the Touchstone Research for Internal Audit, an unprecedented, global research of internal audit, from Wolters Kluwer TeamMate. This session will review study approach and scope, key initial findings, a look at benchmarking, and a preview of future insights. Find out what nearly 1,000 internal audit and controls professionals have to say across about the current and future state of internal audit.
Learning Objectives:
Learn the objective of the Touchstone Research for Internal Audit
Understand how the Touchstone Maturity Model can benefit Internal Audit teams
Learn why the Touchstone Research Benchmarks for Internal Audit can be a planning tool
Protecting personal data has been an important issue for many years. The EU GDPR extends the data rights of individuals, and requires organizations to develop clear policies and procedures to protect personal data, and adopt appropriate technical and organizational measures. UK organizations have had to comply with the Regulation since 25 May 2018, or potentially face fines of up to 4% of annual turnover or €20 million – whichever is greater.
Learning Outcomes:
This 10 webinar series is intended to elicit a clear understanding of the core elements of the GDPR, with the ability to gain a deeper understanding by asking the trainer questions during the training.
It covers how each aspect of the Regulation can be translated into implementation actions in your organization and the auditor’s role.
Webinar 9
• Why and how to conduct a data mapping exercise.
• The rights of data subjects.
• Giving and withdrawing consent.
A recent survey report, Fraud in the Wake of COVID-19: Benchmark Report, prepared by the ACFE, explains that recent events have opened the door to increased pressure, reasonings and opportunities that can lead to occupational fraud. Across all classes of fraud schemes 68% of survey respondents reported increases in fraudulent activity as of May 2020 and 93%o reported they expect an increase in fraud over the next 12 months.
To guide auditors in running detective controls, join Mark Nigrini, West Virginia University Professor and author, and Jeffrey Sorensen, Industry Strategist, for an exclusive review of the fingerprints of fraud numbers. This two-person team will review seven categories of fraud numbers and will demonstrate how to identify these types of numbers using audit software.
In this informative and engaging presentation, attendees will:
● Learn the seven categories of fraud numbers
● Understand which categories are linked to specific types of schemes
● Optimize the steps needed to run the tests
● Interpret the results to identify audit targets
● Apply a second layer of steps to reduce the number of false positives
Protecting personal data has been an important issue for many years. The EU GDPR extends the data rights of individuals, and requires organizations to develop clear policies and procedures to protect personal data, and adopt appropriate technical and organizational measures. UK organizations have had to comply with the Regulation since 25 May 2018, or potentially face fines of up to 4% of annual turnover or €20 million – whichever is greater.
Learning Outcomes:
This 10 webinar series is intended to elicit a clear understanding of the core elements of the GDPR, with the ability to gain a deeper understanding by asking the trainer questions during the training.
It covers how each aspect of the Regulation can be translated into implementation actions in your organization and the auditor’s role.
Webinar 8
• The security of personal data.
• An organizational risk management framework.
• Legal requirements for a DPIA.
• How to conduct a DPIA with a DPIA tool.
How to get auditors performing basic analytics using excel Jim Kaplan CIA CFE
It has been said that the definition of crazy is doing the same thing over and over again and expecting a different result. If your audit analytics program is still not meeting your expectations, you are going to have to do something different to change that outcome. The biggest hurdle organizations need to overcome is getting auditors to think differently about what analytics is. Excel might not be the ultimate analytics tool for your organization but attend this webinar to see how you can use it as a catalyst for change throughout the audit team.
Learning Objectives
Learn non-technical skills auditors need to perform audit analytics
Learn commonly used Excel functions that can be applied to audit analytics
Learn how to get auditors started down a path of thinking about analytics vs automatically pulling samples
Learning about outliers and how to detect them in transactions of all types.
Learning Objectives: This webinar will explain the significance of outliers when testing transactions, whether they are vendor invoices, GL postings, or travel & entertainment expenses. Examples using Arbutus Analyzer will demonstrate the best analytics for identifying outliers.
Organizations are increasingly looking to their Internal Auditors to provide independent assurance about cyber risks and the organization's ability to defend against cyber attacks. With information technology becoming an inherent critical success factor for every business and the emerging cyber threat landscape, every internal auditor needs to equip themselves on IT audit essentials and cyber issues.
In part 14 of our Cyber Security Series you will learn about the current cyber risks and attack methods from Richard Cascarino, including:
Where are we now and Where are we going?
Current Cyberrisks
• Data Breach and Cloud Misconfigurations
• Insecure Application User Interface (API)
• The growing impact of AI and ML
• Malware Attack
• Single factor passwords
• Insider Threat
• Shadow IT Systems
• Crime, espionage and sabotage by rogue nation-states
• IoT
• CCPA and GDPR
• Cyber attacks on utilities and public infrastructure
• Shift in attack vectors
Implementing and Auditing General Data Protection RegulationJim Kaplan CIA CFE
This document provides an agenda and overview of a webinar on lessons learned from the General Data Protection Regulation (GDPR) and applying the GDPR's data protection principles. The webinar agenda includes discussing common data security failures, managing personal data breaches, and the seven data protection principles. It also provides background on the webinar presenter and introduces the company hosting the webinar, AuditNet.
When is a Duplicate not a Duplicate? Detecting Errors and FraudJim Kaplan CIA CFE
Webinar Overview - A look at duplicates testing and the inherent value of fuzzy data matching.
Identifying fuzzy duplicates has never been easier. Arbutus Analyzer’s versatile functionality enables even new users to detect possible duplicate payments, vendors sharing similar addresses among themselves or with your organization’s employees, and counter parties who may be on government watch lists. Our webinar includes nine different scenarios with detailed descriptions of the tests and their results.
You'll learn about:
• Identifying possible risks
• How to deploy Analyzer commands and functions
Key Presenter:
Michael Kano, ACDA, Data Analytics Consultant, Arbutus Analytics
Protecting personal data has been an important issue for many years. The EU GDPR extends the data rights of individuals, and requires organizations to develop clear policies and procedures to protect personal data, and adopt appropriate technical and organizational measures. UK organizations have had to comply with the Regulation since 25 May 2018, or potentially face fines of up to 4% of annual turnover or €20 million – whichever is greater.
Learning Outcomes:
This 10 webinar series is intended to elicit a clear understanding of the core elements of the GDPR, with the ability to gain a deeper understanding by asking the trainer questions during the training.
It covers how each aspect of the Regulation can be translated into implementation actions in your organization and the auditor’s role.
Webinar 6
• The role of the data protection officer (DPO).
• What constitutes personal data.
• Accountability, the privacy compliance framework and a personal information management system (PIMS).
This document summarizes a webinar about using exploratory data analytics to focus an agile audit plan on emerging risks. It discusses dispelling common myths about data analytics and using an example of analyzing employee data to identify potential issues with gender and race pay disparities. The webinar promotes using analytics to enable control owners to conduct ongoing monitoring and shifting the audit's focus to confirming controls are appropriately designed and issues are addressed.
General Data Protection Regulation for Auditors 5 of 10Jim Kaplan CIA CFE
Protecting personal data has been an important issue for many years. The EU GDPR extends the data rights of individuals, and requires organizations to develop clear policies and procedures to protect personal data, and adopt appropriate technical and organizational measures. UK organizations have had to comply with the Regulation since 25 May 2018, or potentially face fines of up to 4% of annual turnover or €20 million – whichever is greater.
Learning Outcomes:
This 10 webinar series is intended to elicit a clear understanding of the core elements of the GDPR, with the ability to gain a deeper understanding by asking the trainer questions during the training.
It covers how each aspect of the Regulation can be translated into implementation actions in your organization and the auditor’s role.
Webinar 5
• Certification against GDPR
• The powers of supervisory authorities
• Lead supervisory authorities
• The role of the European Data Protection Board (EDPB)
From time-to-time internal auditors are faced with situations which call for them to make an ethical decision. In addition, they may, in the middle of auditing, come across circumstances which themselves appear to be violations of a corporate
code-of-conduct.
Several laws now specifically state that internal auditors, in terms of the act, will be bound by the IIA Code of Ethics.
This webinar explores the IIA Code of Ethics as it applies to everyday situations the auditor may encounter.
The module is designed to provide the participants with an in-depth knowledge of:
Ethics theory
The IIA Code of Ethics
Applicable areas within Internal Audit
Reporting of material facts
Corporate Codes of Conduct
Auditing Corporate Ethics
Webinar contents will include:
Classes of Ethics
The role of business
Employee ethics
Honesty, Objectivity and diligence
Conflicts of Interest
Reporting of Material Facts
Corporate Codes of Conduct
Corporate Social Responsibility
How analytics should be used in controls testing instead of sampling Jim Kaplan CIA CFE
Sampling has existed as a standard for controls testing since controls testing began. We’ve developed algorithms to tell us how many samples we should pull and how many errors we can have and still pass the control. We’ve even developed algorithms to tell us how many more samples we can test if the control didn’t pass the first time.
If your goal is simply to do the minimum to pass a SOX audit, then these behaviors should probably continue. If your goals also include really improving the operations of the organization to make it stronger then a more holistic approach is needed, such as analysis on 100% of the population, rather than a small sample.
Most controls analytics do not require a degree in data science, but they do require the controls team begin changing its behaviors. Join us to understand what it takes to begin this change, it’s not as challenging as you might think.
Learning Objectives
Understanding the advantages of analytics vs sampling
How to Identify controls where analytics can be applied
Real life examples of controls and their associated analytics
How to effect a change
How analytics should be used in controls testing instead of samplingJim Kaplan CIA CFE
Sampling has existed as a standard for controls testing since controls testing began. We’ve developed algorithms to tell us how many samples we should pull and how many errors we can have and still pass the control. We’ve even developed algorithms to tell us how many more samples we can test if the control didn’t pass the first time.
If your goal is simply to do the minimum to pass a SOX audit, then these behaviors should probably continue. If your goals also include really improving the operations of the organization to make it stronger then a more holistic approach is needed, such as analysis on 100% of the population, rather than a small sample.
Most controls analytics do not require a degree in data science, but they do require the controls team begin changing its behaviors. Join us to understand what it takes to begin this change, it’s not as challenging as you might think.
Learning Objectives
Understanding the advantages of analytics vs sampling
How to Identify controls where analytics can be applied
Real life examples of controls and their associated analytics
How to effect a change
This document provides an overview of data protection impact assessments (DPIAs) and the role of the data protection officer (DPO) under the General Data Protection Regulation (GDPR). It discusses when DPIAs are required, the DPIA process, how to identify and assess risks, select controls, and ensure continuous monitoring. It also outlines the DPO requirements, including the need for independence and expertise. The DPO is responsible for enabling compliance and fostering a data protection culture.
Organizations are increasingly looking to their Internal Auditors to provide independent assurance about cyber risks and the organization's ability to defend against cyber attacks. With information technology becoming an inherent critical success factor for every business and the emerging cyber threat landscape, every internal auditor needs to equip themselves on IT audit essentials and cyber issues.
In part 12 of our Cyber Security Series you will learn about the current cyber risks and attack methods from Richard Cascarino, including:
Where are we now and Where are we going?
Current Cyberrisks
• Data Breach and Cloud Misconfigurations
• Insecure Application User Interface (API)
• The growing impact of AI and ML
• Malware Attack
• Single factor passwords
• Insider Threat
• Shadow IT Systems
• Crime, espionage and sabotage by rogue nation-states
• IoT
• CCPA and GDPR
• Cyber attacks on utilities and public infrastructure
• Shift in attack vectors
Protecting personal data has been an important issue for many years. The EU GDPR extends the data rights of individuals, and requires organizations to develop clear policies and procedures to protect personal data, and adopt appropriate technical and organizational measures. UK organizations have had to comply with the Regulation since 25 May 2018, or potentially face fines of up to 4% of annual turnover or €20 million – whichever is greater.
Learning Outcomes:
This 10 webinar series is intended to elicit a clear understanding of the core elements of the GDPR, with the ability to gain a deeper understanding by asking the trainer questions during the training.
It covers how each aspect of the Regulation can be translated into implementation actions in your organization and the auditor’s role.
Webinar 3
• Data protection by design
• Securing personal data
• Reporting data breaches
Learn SQL from basic queries to Advance queriesmanishkhaire30
Dive into the world of data analysis with our comprehensive guide on mastering SQL! This presentation offers a practical approach to learning SQL, focusing on real-world applications and hands-on practice. Whether you're a beginner or looking to sharpen your skills, this guide provides the tools you need to extract, analyze, and interpret data effectively.
Key Highlights:
Foundations of SQL: Understand the basics of SQL, including data retrieval, filtering, and aggregation.
Advanced Queries: Learn to craft complex queries to uncover deep insights from your data.
Data Trends and Patterns: Discover how to identify and interpret trends and patterns in your datasets.
Practical Examples: Follow step-by-step examples to apply SQL techniques in real-world scenarios.
Actionable Insights: Gain the skills to derive actionable insights that drive informed decision-making.
Join us on this journey to enhance your data analysis capabilities and unlock the full potential of SQL. Perfect for data enthusiasts, analysts, and anyone eager to harness the power of data!
#DataAnalysis #SQL #LearningSQL #DataInsights #DataScience #Analytics
Global Situational Awareness of A.I. and where its headedvikram sood
You can see the future first in San Francisco.
Over the past year, the talk of the town has shifted from $10 billion compute clusters to $100 billion clusters to trillion-dollar clusters. Every six months another zero is added to the boardroom plans. Behind the scenes, there’s a fierce scramble to secure every power contract still available for the rest of the decade, every voltage transformer that can possibly be procured. American big business is gearing up to pour trillions of dollars into a long-unseen mobilization of American industrial might. By the end of the decade, American electricity production will have grown tens of percent; from the shale fields of Pennsylvania to the solar farms of Nevada, hundreds of millions of GPUs will hum.
The AGI race has begun. We are building machines that can think and reason. By 2025/26, these machines will outpace college graduates. By the end of the decade, they will be smarter than you or I; we will have superintelligence, in the true sense of the word. Along the way, national security forces not seen in half a century will be un-leashed, and before long, The Project will be on. If we’re lucky, we’ll be in an all-out race with the CCP; if we’re unlucky, an all-out war.
Everyone is now talking about AI, but few have the faintest glimmer of what is about to hit them. Nvidia analysts still think 2024 might be close to the peak. Mainstream pundits are stuck on the wilful blindness of “it’s just predicting the next word”. They see only hype and business-as-usual; at most they entertain another internet-scale technological change.
Before long, the world will wake up. But right now, there are perhaps a few hundred people, most of them in San Francisco and the AI labs, that have situational awareness. Through whatever peculiar forces of fate, I have found myself amongst them. A few years ago, these people were derided as crazy—but they trusted the trendlines, which allowed them to correctly predict the AI advances of the past few years. Whether these people are also right about the next few years remains to be seen. But these are very smart people—the smartest people I have ever met—and they are the ones building this technology. Perhaps they will be an odd footnote in history, or perhaps they will go down in history like Szilard and Oppenheimer and Teller. If they are seeing the future even close to correctly, we are in for a wild ride.
Let me tell you what we see.
Beyond the Basics of A/B Tests: Highly Innovative Experimentation Tactics You...Aggregage
This webinar will explore cutting-edge, less familiar but powerful experimentation methodologies which address well-known limitations of standard A/B Testing. Designed for data and product leaders, this session aims to inspire the embrace of innovative approaches and provide insights into the frontiers of experimentation!
06-04-2024 - NYC Tech Week - Discussion on Vector Databases, Unstructured Data and AI
Round table discussion of vector databases, unstructured data, ai, big data, real-time, robots and Milvus.
A lively discussion with NJ Gen AI Meetup Lead, Prasad and Procure.FYI's Co-Found
Codeless Generative AI Pipelines
(GenAI with Milvus)
https://ml.dssconf.pl/user.html#!/lecture/DSSML24-041a/rate
Discover the potential of real-time streaming in the context of GenAI as we delve into the intricacies of Apache NiFi and its capabilities. Learn how this tool can significantly simplify the data engineering workflow for GenAI applications, allowing you to focus on the creative aspects rather than the technical complexities. I will guide you through practical examples and use cases, showing the impact of automation on prompt building. From data ingestion to transformation and delivery, witness how Apache NiFi streamlines the entire pipeline, ensuring a smooth and hassle-free experience.
Timothy Spann
https://www.youtube.com/@FLaNK-Stack
https://medium.com/@tspann
https://www.datainmotion.dev/
milvus, unstructured data, vector database, zilliz, cloud, vectors, python, deep learning, generative ai, genai, nifi, kafka, flink, streaming, iot, edge
Predictably Improve Your B2B Tech Company's Performance by Leveraging DataKiwi Creative
Harness the power of AI-backed reports, benchmarking and data analysis to predict trends and detect anomalies in your marketing efforts.
Peter Caputa, CEO at Databox, reveals how you can discover the strategies and tools to increase your growth rate (and margins!).
From metrics to track to data habits to pick up, enhance your reporting for powerful insights to improve your B2B tech company's marketing.
- - -
This is the webinar recording from the June 2024 HubSpot User Group (HUG) for B2B Technology USA.
Watch the video recording at https://youtu.be/5vjwGfPN9lw
Sign up for future HUG events at https://events.hubspot.com/b2b-technology-usa/
Challenges of Nation Building-1.pptx with more important
Using Microsoft Excel in Your Next Internal and External Audit - Learning The Key Process Steps
1. Using Microsoft Excel in
Your Next Internal and
External Audit
February 18, 2015
AuditNet and AuditSoftwareVideos.com
Collaboration
Brought to you by AuditSoftwareVideos.com
and AuditNet®, working together to provide:
Practical audit software training
Resource links
Independent analysis
Tools to improve audit software usage
Today focused on providing practical data
analysis training
Page 1
2. About Jim Kaplan, CIA, CFE
President and Founder of AuditNet®,
the global resource for auditors (now
available on Apple, Windows, and
Android devices)
Auditor, Web Site Guru,
Internet for Auditors Pioneer
Recipient of the IIA’s 2007 Bradford
Cadmus Memorial Award.
Author of “The Auditor’s Guide to
Internet Resources” 2nd Edition
Page 2
About AuditNet® LLC
• AuditNet®, the global resource for auditors, is available on the
Web, iPad, iPhone, Windows and Android devices and features:
• Over 2,000 Reusable Templates, Audit Programs,
Questionnaires, and Control Matrices
• Training without Travel Webinars focusing on fraud, audit
software (ACL, IDEA, Excel), IT audit, and internal audit
• Audit guides, manuals, and books on audit basics and using
audit technology
• LinkedIn Networking Groups
• Monthly Newsletters with Expert Guest Columnists
• Book Reviews
• Surveys on timely topics for internal auditors
Introductions
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4. Richard B. Lanza, CPA, CFE, CGMA
• Over two decades of ACL and Excel software usage
• Has written and spoken on the use of audit data analytics for
over 20 years.
• Received the Outstanding Achievement in Business Award by
the Association of Certified Fraud Examiners for developing
the publication Proactively Detecting Fraud Using Computer
Audit Reports as a research project for the IIA
• Assists with much of the Auditnet® research projects
• Recently was a contributing author of:
• Global Technology Audit Guide (GTAG #13) Fraud in an
Automated World – Institute of Internal Auditors.
• Data Analytics – A Practical Approach - research whitepaper
for the Information System Accountability Control
Association.
• Cost Recovery – Turning Your Accounts Payable Department
into a Profit Center – Wiley and Sons.
Please see full bio at www.richlanza.com
Learning Objectives
“The Trailers for 2015”
Use a case study set of examples in payables, general ledger, and travel and
entertainment spend to see how audit steps can be automated into Excel.
Use Excel as audit software, able to mimic practically all data analytic
commands found normally in more expensive tools.
Get started with and quickly maximize Pivot Tables, turning them into effective
data mining tools able to unearth almost any audit finding.
Visualize and otherwise chart changes over time and/or other chart dimensions.
Discover a key word analytic and the value of completing word and letter
summaries.
Learn to select a sample in Excel and consider scoring for improved hit rates
and reduction of false positives.
Discover how analytics can maximize the annual audit plan and better ensure
focus is placed on organizational risk.
Using analytics across the entire lifecycle from risk assessment, to planning,
fieldwork, and reporting
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5. What You Should Find
With Analytics
Better Business Understanding = Business Risk &
Opportunity Identification
Compliance
Fraud
Key Control Failure
Other Control Failure
Cost Recovery ($$$)
Process Inefficiencies
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Ultimately, the above all lead to people,
process and technology improvements
Priority
Cost Recovery Opportunity
Accounts that are sole sourced
Accounts that have too many vendors
Categories that map to the “recovery list”
Assess to industry cost category benchmarks
Top 100 vendors
Trend analysis over time
Trend analysis by vendor (scatter graph)
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6. Go Bionic!
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Bionic Auditors Are Born!
Leverage technology to impress the execs
Find the next real issue or at least feel you really looked
Getting Bionic Using Excel
> Understanding Your Data and the
Associated Business Process
> Using a 3D Analytic Model
7. It’s The Trends
Looking at 100%….Right?
Trend categories of spend and revenue
Trend by person and title entering and approving
Trend the trial balance for a variety of periods
Trend vendors / customers (it is possible via the G/L)
Trend before and after quarter end
But You Need the Auditor To “Blink” At The Data
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Or the Deviations?
Unexpected Trends or Spikes
Specific Queries
Align sub ledger to the trial balance or general ledger
• Even for reasonableness!....and to review activity trends
Above average testing and auto-extraction
Duplication testing (sales, vendors, etc.)
Employee to vendor bank account match (disparate data match)
Entries posted by employees not authorized to post transactions
Sampling Techniques
Sampling (Random / Statistical / Stratified)
Record / Transaction Scoring
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But You Still
Need the
Auditor To
“Blink” At
The Data….
8. Polling Question #1
What type of sampling did we not explain?
Random
Flowchart
Stratified
Transactional Score
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We Need A 3D Analytic Model
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9. Specific Tests Using the 5 Ws
Data Case Studies
Who (PEOPLE STILL COMMIT ERRORS AND FRAUD)
Authorized users / data / application / program object testing
Trending based on activity or risk (transactional score)
Employee scoring based on all activity posted
Structured Data
Unstructured Data
What
Number / digital analysis
Textual analytics / Key word analysis
Stratify / Aging / Classify / Statistics
Above/Below Average and Z Score Testing
Posted Account / Company / Business Unit / Geography
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Above/Below Averages
Multiple items under an approval limit
Transaction is 5 x above average activity for an account
Low ratio of duplicate transactions to all vendor
transactions
Below average days payable or sales outstanding
Above average credit limit to all customers
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10. Above Average Analysis
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Focus on 2 and 3 Std Deviations
Consider Sampling “Strata of Z”
New Functions To Learn
Average – Provides the mean
Stdev – Provides the standard deviation
Standardize - Z Score
Norm.Dist - Percentile per value
Percentile – Value for a percentile
Count – Counts the observations
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11. Polling Question #2
What is an example of a WHAT question in
the general ledger analytical tests?
Extract entries entered by an unauthorized user
Identify weekend journal entries
Summarize entry by account type
Summarize by who entered the entry
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Specific Tests Using the 5 Ws
Data Case Studies
Where
GeoMap
Employees to OFAC list match (multi-bar chart)
Addresses that do not match the geo-map
Quarterly analysis by address line
When
Date grouping or difference scatter chart
Near period end to other timeframes
Weekends / Odd times ( ESPECIALLY FOR A GIVEN PERSON)
Why (ARE WE LOOKING AT THE ACTIVITY)
Transactional score
Deviation
Past / Current reason to be concerned
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12. Graphing and Visualization
Graphing the Data
With your mouse pointer anywhere in the
Pivot, select the Pivot Chart button
Whatever is in the Pivot will be in the Chart
Use slicers to build interactivity
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14. Scatter Chart (Val and Vol)
Vendor Differences Yr 1 to 2
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Scatter Graph Explanation
1 – high dollar change and low count (outliers)
2 – charges that make sense
3 – changes that don’t make sense
4 – inefficiency that is developing
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15. Dashboarding Graphing
YOU NEED TO AUTOMATE THIS
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Polling Question #3
What Pivot Table function is used to create
a chart?
Pivot Data
Group Date
Pivot Chart
Line Chart
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16. Red Flag (Key) Word Phrases
Lessons from WorldCom/ MCI
The fraud was accomplished primarily in
two ways:
1.Booking "line costs" (interconnection
expenses with other telecommunication
companies) as capital expenditures on
the balance sheet instead of expenses.
2.Inflating revenues with bogus
accounting entries from "corporate
unallocated revenue accounts".
In 2002, a small team of internal auditors
at WorldCom worked together, often at
night and secretly, to investigate and
reveal $3.8 billion worth of fraud….
Per Wikipedia – MCI Inc.
17. Red Flag Word Phrases/Words
• One could build a database of suspicious words
and then search the entire data file for these
words, looping back to the table to get the next
word:
• bribe
• fraud
• plug
• etc.
• Summaries can be done by person and
collectively for additional collusion reviews
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Words On The Rise / Words Equal
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Key Word Trending
18. Letter Analytics
Benford’s Law Of Words?
Lanza’s Letter Fingerprint?
A Law For Letters and Words?
Letter Analytics
Benford’s Law of Letters?
See the Caesar Cipher
https://www.youtube.com/watch?v=sMOZf4GN3oc
19. Textual Analytics Summary
It works fast to quickly gain a perspective of the business process data:
Can work in real-time with the data while talking to the client – no prep
needed…meaningful questions in seconds
Look for deviations over a 3 year moving average to the current period
If Digital Analysis / Benford’s Law is latitude, textual analytics is
longitude
Text is far richer in business value and providing a picture than simple digit
theory
The unique word chart provides a more normalized view of activity while total
word occurrences by letter provides a more dynamic chart
The trends can be seen quickly to ask relevant questions and also to
highlight fraud
Why not use another approach, like Benford’s Law, to look at ALL data
quickly by trending on a natural law of letter usage for that business
approach
Polling Question #4
What was one of the phrases used in the
MCI case?
Line management
Cost recovery
Key controls
Line costs
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20. Specific Queries and Sampling
Top Sided Journal Entries
Risk Factor Reports
Entries to revenue with offsets NOT in accounts receivable or cash
Extract nonstandard or manual journal entries (versus a created system such as
an accounts payable ledger posting) for further analysis.
Extract journal entries posted on weekends and holidays.
Extract journal entries relating to the prior year that were made just immediately
following a fiscal-year end.
Extract general ledger transaction amounts (debit or credit) that exceed the
average amounts for that general ledger account by a specified percentage. (Five
times the average is the default.)
Extract journal entries that equate to round multiples of 10,000, 100,000, and
1,000,000.
Extract journal entries with key texts such as “plug” and “net to zero” anywhere in
the record.
Extract journal entries that don’t net to zero (debits less credits).
Extract journal entries made to suspense accounts and summarize by the person
entering and corresponding account numbers.
21. Specific Accounts Payable &
Travel & Entertainment Tests
(What) Extract payables that equate to round multiples of
10,000, 100,000, and 1,000,000.
(When) Extract transactions posted on weekends and
holidays.
(When) Identify longest time to enter an invoice
(Who) Extract T&E transactions when a person was on a
paid vacation per Human Resource records
(Who) Match employee to vendor address
(What) Extract T&E transactions that are per disallowed
categories
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Identify the Longest Time to
Enter a Vendor Invoice
22. The Power of VLookup()
Matchingvendorto
employeeaddresses
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Auditors Inherent Need
To Sample
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The practice of selecting individual
items from a population to estimate
properties of that population….
given confidence levels around top
error patterns and expected errors.
This is statistical sampling vs.
judgmental (nonstatistical)
23. Sampling Books / Links
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Sampling: A Guide for Internal Auditors
Barbara Apostolou, Ph.D., CPA
AU Section 350
http://www.aicpa.org/Research/Standards/AuditAttest/Do
wnloadableDocuments/AU-0035theiia.org0.pdf
NYSSCPA
http://www.nysscpa.org/cpajournal/2005/505/essentials/p
36.htm
Stratify Your Data – Ver 1
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=IF(B4>1000,“3. Over $1000",IF(B4>100,“2. Over
$100 to $1,000",IF(B4<=100,“1. Up to $100")))
This will create three strata:
1. Up to $100
2. Over $100 to $1,000
3. Over $1,000
Start from highest to lowest – Excel picks the first
matching item
24. Stratify Your Data – Ver 2
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Polling Question #5
In order for the stratification of value to
work, what is the last setting of the
Vlookup?
FALSE
MAYBE
TRUE
YES
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25. Benefits of Stratified Sampling
Focuses attribute testing at larger values
In dollars
In risk
Allows for more varied subsamples
Allows for error rate calculations by type
Department
Location
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Stratification Types
By Month
By Department
By Business Partner (Vendor / Customer)
By Account
By Enterer
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26. Narrowing the Focus With Transaction Scoring
Approach - Transactional
Score Benefits
The best sample items (to meet your attributes)
are selected based on the severity given to each
attribute. In other words, errors, as you define
them, can be mathematically calculated….so
best to tailor them
Instead of selecting samples from reports,
transactions that meet multiple report attributes are
selected (kill more birds with one stone).
Therefore a 50 unit sample can efficiently audit:
38 unbalanced entries
22 round entries
18 unique entries
….and they are the best given they are
mathematically the most “severe”.
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27. Using Vlookup to Combine
Scores
Create a record number
Relate sheets based on VLookup
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Vendors Over $50K
To Score Ratio
28. Analytic Command Center
The Goal In Mind
54
Analytic Audit
Command Center
1.Accounts Payable
2.Accounts Receivable
3.Financial Statement
4.General Ledger
5.Inventory
6.Payroll
7.Revenue
Data
Mart
Local
Analytic
Toolkit
Feedback
from all
locations
Recovery Auditors
Shared Services
Polling Question #6
What function is mainly used to align all
scores in a spreadsheet?
MOD()
FIND()
MID()
VLOOKUP()
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29. Questions?
Any Questions?
Don’t be Shy!
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Course Calendar and Approach
Offering 13 Training Courses / 26 CPE
8 foundational classes
5 practical courses for specific audit areas
Get More For Your Training Dollar
$20 per CPE for individual course / $17 on a subscription
Much lower rates for groups – BEST WAY TO TRAIN
Don’t forget the data files and templates to get you started
Courses Starting Feb 2015 and Run Twice a Month
30. Effective Analytic Training Strategies
Don’t Be a Lone Ranger: Train the Team
Build on a Common Learning Ground - ExcelTM
Be Consistent With Bi-Weekly Learning & Discussion
Use Templates:
To Serve As Analytic Audit Programs
Get Data Files and Report Templates
Watch Videos When You Need Just In Time Reminders
Benchmark Your Department
In the Queue
February 19 - Importing Data - The Complete Course in All File
Types and Data Tricks to Get Your Data Ready for Analysis
February 24 - Conducting basic Data Analysis with IDEA
February 25 - Profile Your Organization and Employees for Their
Fraud Quotient
February 25 - Spreadsheets & CAATs for Data Analysis
March 11 - Leveraging Excel-Based Analytics in Your Audit and S-
Ox Testing of Procurement to Accounts Payable Cycle - A Case
Study Approach
March 25 - How to Request, Import and Normalize Data for a
Variety Accounting Packages
April 8 - Learning Advanced Yet Simple To Run Textual Analytics
To Better Understand “What’s the Word” in Your Company
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31. Keywords and Textual
Analytics Offers
Free Dec 3, 2014 webinar videos are on
www.AuditSoftwareVideos.com (2 Hrs. NO CPE)
Over 250 people attended / Theory and How Tos
Keyword Data Files based on research are available:
$79 - Most comprehensive list available for public use
Over 2,000 key word / phrases and word analysis
Upcoming Auditnet® Research – “What’s The Word”
FREE word macro tool will complete a word summarization
Get involved! – Email rich@richlanza.com to pre-sign up!
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AuditSoftwareVideos.com
Today’s Session Will Be Loaded For Viewing
Within 5 Days
Many videos accessible for FREE subscriptions
Sample files, scripts, and macros in ACL™,
Excel™, - $49 – Best deal on the web for data
files, macros, scripts, etc.
Bite-size video format (3 to 10 minutes)
Professionally produced
videos by instructors with
over 20 years experience in
ACL™, Excel™ , and more
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