Workfront to Manage Audit/Compliance Work for Smaller Financials

[CarolDa]

Is anyone using Workfront to manage Audits and Compliance work for smaller sized institutions as an alternative to an ERM system?

[NuriaMunguia]

Yes, you can manage the audit/exam etc as a project and the action plan to remediate it as tasks. Just ensure that whatever information you place in the application is in compliance with however your company policies allow for. Nuria Munguia

[LeighHa]

Carol, we discussed Workfront with our Internal Audit team and as much as I would have loved to have them onboard with Workfront, Workfront just wasn't the right solution for them. They decided to go with the web-based solution Workiva, which provided much more functionality geared towards auditing processes, especially with SOX audits. Though as we implement Workiva, they are using Workfront with their project manager :)