Pentana Audit tailoring and customisations

Sepia Solutions provides advanced services to further tailor and extend Ideagen Pentana Audit beyond standard configuration.

While configuration focuses on setting up the system using built-in functionality, tailoring enhances how the system is used, and customisations extend what the system can do.

Tailoring Pentana Audit to your organisation

Tailoring focuses on enhancing the use of Pentana Audit by improving efficiency, automation, and integration with existing processes.

These activities are typically performed directly within the system or through supporting tools, and can be implemented without downtime or impact on the underlying infrastructure.

Automated reporting

Sepia Solutions can design and develop automated reports in Microsoft Word or Excel, based on the organisation’s existing templates.

A common example is the automation of audit reports. Using the organisation’s standard report format, data captured within Pentana Audit (such as audit information, risks, controls, findings, and actions) can be automatically populated into a structured report.

This approach:

• Eliminates manual copy-and-paste work
• Reduces the risk of errors
• Ensures consistency with the organisation’s reporting standards and across audits
• Allows reports to be generated or refreshed within seconds

Reports can also include structured tables and visual elements to improve readability and highlight key information. This approach allows reports to be generated consistently and updated instantly as underlying data changes.

Data import and migration

Tailoring can also include data import, allowing organisations to populate Pentana Audit efficiently.

During implementation, this may involve:

• Importing user data (auditors, auditees)
• Migrating data from previous audit management systems
• Uploading existing audit methodology
• Importing risk and control matrices

Sepia Solutions has experience supporting complex data migrations, including the transfer of audits, findings, actions, updates, and associated documentation from legacy systems.

Ongoing data integration

In addition to one-off imports, Pentana Audit can be tailored to support recurring data integration.

For example, organisations may maintain master data in other systems and require Pentana Audit to reflect up-to-date information. Tailored import processes can be designed to create or update entities, users, or other data elements on a regular basis.

Customisations

In some cases, organisations require changes that go beyond tailoring and involve extending the system itself.

In addition to tailoring, Sepia Solutions can build customisations that extend the standard functionality of Pentana Audit.

Customisations are developed packages that are deployed within the system environment and may require coordination with the organisation’s IT team.

Custom fields

Sepia Solutions can design and build additional fields or modify the behaviour of existing fields (for example, making fields mandatory).

These fields allow organisations to capture information that is not available within the standard configuration and are fully integrated into the system’s interface and database.

Custom email rules

Custom email rules can be developed to automate notifications based on specific system events (triggers), or even scheduled based on timing (cron values).

Examples include:

• Notifications when actions are assigned
• Alerts when updates are submitted
• Messages triggered by changes within the system
• Weekly email with attachment listing open actions

These rules help ensure timely communication and support efficient workflows.

Development and deployment

Customisations are developed in a controlled environment and tested before being delivered to the client.

Deployment typically requires coordination with the organisation’s IT team, as changes are applied to the application and database environment. As these changes affect the system structure and behaviour, they are introduced in a controlled and reliable manner.

A flexible and scalable approach

Tailoring and customisations can be applied at different stages -during implementation or later as requirements evolve.

These enhancements are designed to support the organisation’s way of working, rather than forcing changes in methodology, and ensure that Pentana Audit continues to deliver value over time.