TeamMate+ Audit

Some impactful features of note are ability to roll forward open projects to the following years, issues tracking, TeamStore, ability to customize or create our own folder structure and taxonomy (in fact all features that are customizable are user favorites), dimensions and perspectives. Ability to integrate with MS Office products and PDF is also great when it works as intended.

In terms of functionality, Cognos reporting is limited to canned reports, with no opportunity to create custom reports resulting in users spending exorbitant amount of time reworking generated reports or creating their own reports from scratch to produce the required information. The notifications are also limited to what comes with the product with no option to create your own. There are no users manuals or workbooks available for audit clients, although the product is designed to be used by them. We had to create our own manuals. User roles are also limited to whatever comes with the product, resulting in restricting some users in performing their jobs - they either have too little access or too much based on the available roles. Cannot pick and choose the privileges. Also a lot of MS Office integration issues every time there is an update and which take forever to resolve. Also limited to the four audit workflow states for majority of objects (In Progress, Prepared, Reviewed - Accepted/Rejected). No option to create your own state. Survey text appearance is terrible (too small) with no option to change the font size. Timesheets don't preserve the selections made in the preceding weeks. Document Request feature does not maintain a trail of all the sent and received requests due to which we have deactivated this feature. All these restrictions limit the users in performing their work to the full extent and using the product to its full potential.

Being a TeamMate AM user it was fairly easy to transition to TeamMate+. The concepts were the same so we understood the framework that was used to develop and modernize the software. This made it much easier for our small team to pick up learning TM+ versus starting completely from scratch with a new vendor.

TeamMate+ is not done being built. Of course one is never done, but some basic functionality that existed in TeamMate AM is not yet available in TeamMate+. This is frustrating as some of that functionality was used by our team and now we have to wait to see if and when it will be added. Due to these items not being explicitly defined it has taken us a while to identify all of them and causes delays as we figure out acceptable workarounds.