Pentana Audit workshops

Applying Pentana Audit in practice

Sepia Solutions provides workshops to help organisations apply their knowledge of Ideagen Pentana Audit in a practical and structured way.

Workshops typically follow training and form a key step in the implementation process, where organisations begin to configure the system based on their own methodology and requirements.

From training to implementation

Following training, key users have a solid understanding of how Pentana Audit works and how it can be configured.

Workshops provide the opportunity to apply this knowledge directly within the organisation’s environment. Rather than working with generic examples, participants work on their own structures, processes, and requirements.

A hands-on and guided approach

Workshops are highly interactive and are based on learning by doing.

Key users carry out the configuration and setup activities themselves, while Sepia Solutions provides guidance and support where needed.

This approach ensures that:

• Knowledge gained during training is applied in practice
• Key users build confidence in configuring the system
• The organisation develops internal capability from the start

Structuring your audit approach within Pentana

In addition to hands-on work, workshops also include discussion and guidance on how best to implement audit methodologies within the system.

Organisations often start with a clear idea of how their methodology should be reflected in Pentana Audit. Workshops provide an opportunity to:

• Explore different configuration options
• Align processes with the capabilities of the system
• Identify approaches that are both effective and sustainable

This may include topics such as:

• 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

This helps organisations adopt a practical approach that fits both their methodology and the design of the software, avoiding unnecessary complexity.

Working within your own environment

Workshops are typically conducted within the organisation’s own environment (for example, test or UAT).

All configuration and setup activities are performed by the organisation’s key users. This ensures that:

• The work directly contributes to the implementation
• Results can be used immediately
• Knowledge and experience remain within the organisation

Building a solid foundation

By combining hands-on application with guided discussion, workshops help organisations move from understanding the system to actively using and shaping it.

This creates a solid foundation for further development, refinement, and ongoing use of Pentana Audit.