Free online IDEA User Speak and IDEA Success Case Study videos of Leading Chief Audit Executives
and Chief Financial Officers
Topic Video Link on ‘Sama Audit’ Website
Winning Strategy for Internal Audit using IDEA Under http://www.samaaudit.com/video-
CAATs gallery.html
by Satish Shenoy, past Dy.GM Internal Audit, Larsen visit
& Toubro Ltd. https://youtu.be/Iq81-OzBYzo
Using IDEA for Maximising the Power of CAATs Under http://www.samaaudit.com/video-
By K.S.Sundararaman, past Chief Internal Auditor, gallery.html
Adani Group visit
https://youtu.be/sc1BN4o3NEE
IDEA usage at The Supreme Audit Institution of Under http://www.samaaudit.com/video-
Angola by Victor Nnonza gallery.html
visit
https://youtu.be/R95vWTPBmNU
Controlling Costs and Providing Revenue Assurance Under http://www.samaaudit.com/video-
using IDEA by Ashish Sonthalia, CFO and Amol gallery.html
Jumde, Head IT, Ameya Logistics Ltd. visit
https://youtu.be/KJ-yGy6ncRo
Pharmaceutical Industry Case Study, Unichem Under http://www.samaaudit.com/video-
Laboratories Ltd. by Vinayak Damle, Chief Internal gallery.html
Auditor at Unichem Laboratories Ltd. visit
https://youtu.be/0FMQmskn1U8
Testimonial video on the value proposition of Under http://www.samaaudit.com/video-
implementing IDEA Data Analysis Software by gallery.html
Jayant Mavlankar, past Sr. General Manager Group visit
Assurance, Kalpataru Group https://youtu.be/ANjnDHsrmqw
1
Free online Training videos on Advanced Analytics in IDEA & IDEA Lab
Analytics for Auditors, Fraud Investigators & Accountants
Business environment is changing rapidly in the face of the data revolution. IDC predicts that worldwide data will increase 61% to 175 zettabytes
by 2025. What is new is the ubiquity and volume of data. From big data to data science to predictive analytics, data is everywhere.
Whether you’re an auditor, accountant, finance or data analysis professional, making sense of your organization’s data can be a challenge.
Gathering and importing information from numerous sources and formats, identifying the trends and outliers, and tracking every step of your
analysis are just some of the hurdles.
IDEA® Data Analysis Software is a comprehensive, powerful and easy-to-use data analysis tool that quickly analyzes 100 percent of your data,
guarantees data integrity and accelerates performing data analytics to enable faster and more effective audits. IDEA gives users the tools for
seamless collaboration with lightning-fast performance. IDEA offers even more value by providing access to an array of new apps, licensing
freedom and flexibility, and the tools to automate business processes for optimal efficiency.
Free videos on Advanced Analytics through IDEA
Learn more about the Advanced Analytic features in IDEA through videos on our website listed in the table below.
Topic Video Link on ‘Sama Audit’ Website
Creating Automatic and Repeatable Under http://www.samaaudit.com/video-gallery.html
Discovery Dashboards through Macros visit
https://youtu.be/gNNzfc3LYhw
Leveraging the IDEA Script Vault through Under http://www.samaaudit.com/video-gallery.html
Passport visit
https://www.youtube.com/watch?v=pN3JjqECSLY
Identifying High Risk Audit Groups through Under http://www.samaaudit.com/video-gallery.html
Correlation visit
https://www.youtube.com/watch?v=gfalYIglp2E
2
Topic Video Link on ‘Sama Audit’ Website
Conducting Data Quality Management pre- Under http://www.samaaudit.com/video-gallery.html
checks through pattern matching visit
https://www.youtube.com/watch?v=UhSkMILZzLQ
Enabling General Ledger Scrutiny through Under http://www.samaaudit.com/video-gallery.html
the SmartAnalyzer App. visit
https://www.youtube.com/watch?v=3UY-UlsS56k
Integrating IDEA directly with over 90+ Under http://www.samaaudit.com/video-gallery.html
Accounting Applications through the Cloud visit
Import Utility https://www.youtube.com/watch?v=ukLSqA5D8qc
Collaborating IDEA Projects with multiple Under http://www.samaaudit.com/video-gallery.html
Team Members through CaseWare Cloud. visit
https://www.youtube.com/watch?v=1sSVUJVZUzA
Getting Started with Custom Functions Under http://www.samaaudit.com/video-gallery.html
using IDEA by Brian Element, Industry visit
Strategist (Solutions Lead) at CaseWare https://www.youtube.com/watch?v=EVUhB1p6JTE
IDEA, Canada
Analytics for External Auditors with Under http://www.samaaudit.com/video-gallery.html
CaseWare IDEA by James Loughlin, Head of visit
Technical & Training at AuditWare Systems https://www.youtube.com/watch?v=2TWQewnPWKk&t=101s
Ltd., United Kingdom
Introduction to IDEA Scripting by Desmond Under http://www.samaaudit.com/video-gallery.html
Maandag, Senior Product Specialist, visit
CaseWare IDEA, The Netherlands https://www.youtube.com/watch?v=Su3ILONR0KI&t=2357s
3
IDEA Lab
IDEA 11.1 provides users access to the IDEA Lab, a futuristic next-generation portal to a growing library of advanced audit analytics and
prototypes including:
· Integrated Python applications
· AI and machine learning-based prototypes
· Advanced audit analytic utilities
· Integration with external visualization tools, and more
Existing users of IDEA are welcome to reach out to us to understand the application of the Advanced Analytic features in IDEA and the IDEA Lab.
Others interested may kindly contact us for a demonstration.
4
The Trusted Tool for Data Analysis
Whether you’re in auditing, accounting,
finance, or data analysis, making sense of
massive amounts of organizational data can
be challenging. Gathering and importing
information from many different sources and
formats, identifying trends and outliers, or
tracking every step of your analysis through
traditional manual processes introduce
compromised data integrity risks. This can
result in consequences such as the loss of
business, trust, and credibility; wasted time
and effort; and organizational collapse.
Fortunately, there is a better way to make
sense of your data with IDEA.
© Copyright of CaseWare IDEA. All Rights Reserved.
CaseWare IDEA 3
What is IDEA®?
IDEA® Data Analysis Software is a comprehensive, powerful and
easy-to-use data analysis tool that quickly analyzes 100 percent
of your data, guarantees data integrity and accelerates performing
data analytics to enable faster and more effective audits.
Benefits of IDEA
Connect & Consolidate
Easily import information from any data source
Protect Data Integrity
Read-only access protects source data integrity
Deliver Key Insights
Use 100+ audit functions for a robust analysis
Explore & Visualize
Visually pinpoint patterns, trends and outliers
Record Every Step
A clear audit trail allows for repeatable analysis
©©Copyright
2019 CaseWare International
of CaseWare IDEA.Inc.
AllAllRights
RightsReserved.
Reserved.
What can you do with IDEA®?
2 Deeper Analysis
Perform complex
mathematical
equations on huge
datasets through
Quick Testing 1 Python-based
Perform multiple analytics and scripting
tests such as
Benford’s Law,
Fuzzy Duplicate,
Gap Detection and
Summarization
3 Impactful Applications
Easily access and install
apps for analysis
© Copyright of CaseWare IDEA. All Rights Reserved.
CaseWare IDEA 5
Key Features of IDEA®
100 Audit-Specific Functions
Data Acquisition
available in 12+ Languages
Users can effortlessly acquire data from Excel, Xero, IDEA’s comprehensive data analysis capabilities are
QuickBooks, SAGE, ACCPAC, PDFs, ODBC platforms, available in more than a dozen languages, ensuring a
and numerous other supported accounting packages seamless audit process for companies spread across
and standardize it into a single output consumable multiple global regions. Use over 100 built-in audit
by IDEA in a matter of clicks. Through the robust functions to quickly obtain key insights without writing
Working Papers integration, users can also select the queries or summarizing or sorting data. Results can be
engagement files they wish to import into IDEA. saved as separate databases to be used as audit findings,
or to focus the analysis when working with large files.
Sophisticated Data Analysis
Discover & Visualize using Python
IDEA can seamlessly connect IDEA data to third-party IDEA’s Python integration facilitates Python-based
applications that support ODBC including Tableau, analytics activities on IDEA data, giving auditors a
Power BI, MS Excel and many more. The Discover rich set of functionalities including complex
task is powered by IDEA’s Analytic Intelligence to mathematical and statistical tools available through
identify trends and outliers and automatically populate Python’s vast public library resources. Users can also
dashboards that can then be further refined. Generate extend IDEA’s functionality by building their own
charts and field statistics within reusable dashboards, advanced analytics or using existing Python scripts for
and profile data to easily identify patterns, trends, regression analysis, modelling, artificial intelligence,
outliers, and correlations. machine learning, and more.
© Copyright of CaseWare IDEA. All Rights Reserved.
CaseWare IDEA 6
SmartAnalyzer IDEA Cloud Share
IDEA SmartAnalyzer is a collection of queries and tests IDEA provides a virtualized platform for auditors to
that can be used on audit engagement to improve work, collaborate, and store and access files.
audit quality and consistency. It offers an extensive With its centralized, shared view of project data,
set of routines for analysis of general ledger, accounts Cloud Share enables auditors to manage the audit
receivable, inventory, fixed assets, accounts payable process without multiple occurrences or copies of the
transactions, and many more. Users can easily accelerate same data source.
analysis and standardize workflows across the business
through SmartAnalyzer applications.
IDEA Lab Passport
IDEA Lab grants users access to working prototypes Passport grants users access to valuable tutorials
created by the IDEA Industry team. Users can comment as well as sample scripts, custom functions, videos,
on, share, execute, test as well as upload their own and other documentation. Users also enjoy a free
items in the IDEA Lab. Working prototypes including AuditNet® Premium Subscription that grants access to
Python and IDEAScripts, IDEA-related resources, an online portal for auditors to share resources, tools,
SmartAnalyzer Apps, and more, greatly expand on and experiences, including audit work programs and
IDEA’s core functionality and can be easily found in other audit documentation.
our online catalog as free add-ons that can be installed
in the IDEA toolbar.
© Copyright of CaseWare IDEA. All Rights Reserved.
To learn more about IDEA or to receive a personalized
demo, contact us at connect@caseware.com .
CaseWare IDEA Inc.
1-800-265-4332 | connect@caseware.com | www.idea.caseware.com
Sama Audit Systems & Software Pvt. Ltd.
601, Janki Centre, 29, Shah Industrial Estate,
Off Veera Desai Road, Andheri (W), Mumbai 400053, Maharashtra, India
+91-22-26743675 | info@samaaudit.com | www.samaaudit.com
About CaseWare IDEA
professionals with a toolkit that allows them to perform data analysis quickly for various audit-related tasks.
more, visit idea.caseware.com.
© Copyright of CaseWare IDEA. All Rights Reserved.
