Pentana Audit configuration

Configuring Pentana Audit to your methodology

Sepia Solutions provides configuration services to adapt Ideagen Pentana Audit to the specific needs and methodology of your organisation.

While Pentana Audit offers a structured framework, each organisation has its own way of working. Configuration ensures that the system reflects your audit processes, terminology, and reporting requirements.

When organisations benefit from configuration support

Organisations may choose configuration services when they:

• Want to accelerate implementation of the system
• Have limited time or internal capacity due to ongoing operational responsibilities
• Require a structured and consistent setup from the outset
• Want to ensure that the system reflects agreed processes and requirements

Configuration services provide a practical way to establish a working system efficiently.

How Sepia Solutions can help

Sepia Solutions works with your organisation to translate your audit methodology into a functional setup within Pentana Audit.

This may include:

• Defining the audit universe
• Configuring roles and permissions
• Embedding audit methodology within the system
• Documenting objectives, risks, controls, and tests
• Defining risk and control matrices
• Refining terminology and picklists

Configuration is typically based on input such as audit manuals, discussions, and agreed design decisions.

A structured and collaborative approach

Configuration is carried out in close collaboration with the organisation, ensuring that the system reflects agreed processes and requirements.

Depending on the approach, configuration may be:

• Performed primarily by Sepia Solutions based on defined inputs
• Carried out in collaboration with key users
• Combined with workshops or training sessions

Configuration and internal capability

Configuration can significantly accelerate the implementation process. While a training-led approach may take time to build internal capability, configuration can often be completed in a shorter timeframe, allowing organisations to move forward more quickly when time or resources are limited.

At the same time, organisations may choose to complement configuration with training or workshops to ensure that internal knowledge and capability are developed alongside the system setup.

From configuration to ongoing use

Once configured, Pentana Audit can be further refined and extended as the organisation’s needs evolve.