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TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1 st April 2015

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Page 1: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

TeamMate User Meeting

Dimiter Dimitrov & Robert Pemble

Moscow, 1st April 2015

Page 2: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Who Are Wolters Kluwer?

Page 3: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Wolters Kluwer...

…is:

a) A family business

b) A subsidiary of PwC

c) A listed company

d) 50% owned by Victor Morozov

Page 4: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Wolters Kluwer...

…is:

a) A family business

b) A subsidiary of PwC

c) A listed company

d) 50% owned by Victor Morozov

Page 5: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Wolters Kluwer...

…is headquartered in:

a) USA

b) UK

c) Netherlands

d) Russia

Page 6: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Wolters Kluwer...

…is headquartered in:

a) USA

b) UK

c) Netherlands

d) Russia

Page 7: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Wolters Kluwer...

…has an annual turnover of:

a) $5 million

b) $50 million

c) $500 million

d) $5 billion

Page 8: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Wolters Kluwer...

…has an annual turnover of:

a) $5 million

b) $50 million

c) $500 million

d) $5 billion

Page 9: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Wolters Kluwer...

…provides professionals with the information,

tools and services for which of the following

sectors:

a) Audit and Accounting

b) Tax, Legal and Finance

c) Health

d) All of the above

Page 10: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Wolters Kluwer...

…provides professionals with the information,

tools and services for which of the following

sectors:

a) Audit and Accounting

b) Tax, Legal and Finance

c) Health

d) All of the above

Page 11: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

TeamMate Quick Update

News and Developments

TeamMate AM 11

TeamMate CM

TeamMate Analytics

TeamMate AM TeamMate CM TeamMate Analytics

Page 12: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

TeamMate Turned 20!

Launched in 1994 by

Mike Gowell, GM

John Gagnon, VP Dev

Page 13: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

20 Years of TeamMate

Page 14: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

TeamMate Services

Page 15: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Value Proposition

The client’s TeamMate software and data resides on secure dedicated servers which are accessed securely by the customers via the Internet.

The involvement of information technology staff is minimized, as our team fully manages the IT environment.

The need to purchase and manage additional hardware as TeamMate databases expand is eliminated.

Page 16: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Statistics

99.99% lifetime uptime

Over 270 Hosted Clients and over 3,700 users

TeamMate AM and CM

Data Centre Locations

Dallas, USA

London, UK

Toronto, Canada

Sydney, Australia

Page 17: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

0

500

1000

1500

2000

2500

3000

3500

4000

2010Q1

2010Q2

2010Q3

2010Q4

2011Q1

2011Q2

2011Q3

2011Q4

2012Q1

2012Q2

2012Q3

2012Q4

2013Q1

2013Q2

2013Q3

2013Q4

2014Q1

2014Q2

2014Q3

2014Q4

2015Q1

TeamCloud Users

Page 18: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

TeamMate **NextWhat?**

Entirely web-based

Focused on core TeamEWP functionality

Workpapers

Hyperlinks

Office Integration

User configurable workflow with

assignments, due dates and email

notifications

Designed with ease of use in mind Learn more in the last session today

Page 19: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

TeamMate Thought

Leadership

Investing in research

Started in 2011

Developed the

Audit Technology

Maturity Curve

with Diagnostic Tool

Page 20: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

TeamMate Thought Leadership

Page 21: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

TeamMate AM 11

TeamTalk Signoff Workflow

Page 22: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

TeamMate AM 11

TeamTEC Copy Timesheet & Other Enhancements

Page 23: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

TeamMate AM 11

Data Partitioning

Editor Replacement & Spell Check

Page 24: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015
Page 25: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Data Analytics – what you said

Page 26: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

A. B. C. D.

2%

30%

37%

30%

A. Excellent

B. Adequate

C. Somewhat Adequate

D. Inadequate

Results from TeamMate Budapest UF 2014:

What is your organisation’s level of performance

in effectively using data analytics?

Page 27: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Data Analytics

Page 28: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Announcing TeamMate Analytics

Page 29: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

TeamMate Analytics

Powered by TopCAATs from Reinvent Data

Ease of use – a core principle

Designed to be as intuitive as possible

Designed to be used by every Auditor, not just specialists

Works within the familiar Excel interface right inside TeamMate

Your team is up and running much more quickly

Less training, lower implementation costs

Page 30: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Data Analysis For Every Auditor

TeamMate Analytics is a

collection of over 150 tools,

specifically for auditors.

It runs on top of Excel,

which most auditors use

every single day and has

been designed with ease of

use at its core.

Unlike other CAATs

software, TopCAATs

provides auditors of all IT

skill levels with access to

powerful data analysis tools,

without needing weeks of

training.

Page 31: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

TeamMate Analytics

Now part of the TeamMate Family

Available now to your Department

Analytics pricing starts at $500 per user –

volume discounts available

Page 32: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Do you want to see

TeamMate Analytics?

Page 33: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

TeamMate Online Resources

TeamMate Connect (online user community) Content

TeamMate Groups

Events – Forums, TeamMate University

Self-service portal, incl. software downloads

Recorded Webinars TeamMate Analytics

TeamMate CM 1.2

TeamMate AM 11

TeamMate YouTube Channel

Page 34: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

YouTube Playlist – 31 videos

Page 35: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Keep Connected!

TeamMate Connect www.TeamMateConnect.com

LinkedIn TeamMate Community Group

Facebook /TeamMateAudit

Twitter @TeamMateAudit

Google + /+TeamMateSolutions

YouTube TeamMate Channel

TeamMate EMEA

User Forum

www.TeamMateEMEAforum.com

London, 1st – 3rd Nov 2015

Page 36: TeamMate User Meeting - PwC · TeamMate User Meeting Dimiter Dimitrov & Robert Pemble Moscow, 1st April 2015

Thank you!