Expand Your Audit Analytics Framework With IDEA 12

IDEA Data Analysis

IDEA Data Analysis SamAdm May 20, 2022
CaseWare-IDEA-logo
CaseWare-Logo-RGB-Primary_Dark-TM

The New IDEA® 12 is Here!The latest release of CaseWare IDEA® delivers advanced analytics capabilities, seamless collaboration and an intuitive user experience. IDEA 12 empowers auditors with the following capabilities:

  • Advanced data analysis with new module of Python scripts
  • Improved compatibility with modern operating systems
  • Virtualized platform to work, collaborate, store and access files
  • Integrated with Working Papers
  • Easy access to apps, tests and scripts via the IDEA Ribbon
  • Simplified licensing model delivers, flexible, affordable and accessible deployment of IDEA

Introducing IDEA® 12
Expand Your Audit Analytics Landscape

Data Analytics is changing the game for audit, accounting and finance professionals globally. So, when you’re analyzing data for any audit, whether you want to detect fraud, or identify anomalies, trends or patterns, you need a solution that helps you deliver high-quality audits every single time.

IDEA® Data Analysis Software is a comprehensive, powerful and easy-to-use data analysis solution designed by audit experts. With a modern, intuitive interface and advanced analytical functionalities, IDEA accelerates data analytics, provides a more user-friendly experience and enables deeper insights in a timely, cost-effective manner for more informed business decisions.

Version Features / Enhancements

What's New in IDEA® 12

CaseWare Cloud &
IDEA CloudShare FAQs

Everything you need to know about
the new virtualized platform to collaborate,
store and access files.

Introducing CaseWare IDEA 12Our latest release that offers users a refreshing, modern analytics experience with a hybrid approach, advanced analytics features and smarter reporting through its comprehensive data analytics platform.

light-bulb
New Look and Experience

Enjoy a more intuitive user experience with smarter iconology, simplified navigation and naming conventions, making IDEA easier to use. Now you can find anomalies faster, boosting fraud prevention, detection and productivity, in-turn saving you time and money.

process
The Power of Hybrid

Now quickly access web-enabled resources such as Passport, IDEA lab and more, within our data analytics platform, at your convenience through our new embedded web browser. IDEA 12 brings to you a hybrid analytics experience owing to its seamless integration with Microsoft Webview2, that auto updates to maintain compatibility with Windows and ensures continuous data security. In addition, IDEA now supports single sign-on with CaseWare Cloud, streamlining user access and improving identity protection.

idea-solutions-identify-internal-audit-icon
Built-in Smart Actions

Take a deep dive into your data with our new Smart Actions, featuring Google search, Maps and Translate, within IDEA at the click of a button. Analyze multiple cells at once, quickly check the legitimacy of exceptions, and perform faster investigations with accurate results, aiding smarter risk management.

idea-cloud-share-seamless-collaboration-icon
Stronger Working Papers Integration

It’s easier than ever to integrate data analytics into your workflow with a more seamless integration between CaseWare Working Papers and CaseWare IDEA. You now have the ability to send databases and PDF reports, including history and observations to your Working Paper engagement in a single click. This enhancement improves documentation, reporting and collaboration with your colleagues and clients, strengthening the audit
process and other engagements.

report
Enhanced Quick Summarization

Achieve 4 times faster results when you use our enhanced Quick Summarization function. You can now analyze 100% data and perform quick summarization of multiple data fields easily in no time. Get started on identifying the key focus areas for your audit using this feature, and accelerate your audit planning process today.

bar-graph
New Python Capabilities

IDEA upgraded to a new, more powerful Python version with this release to make it easier for you to automate manual, time-intensive tasks. Access the latest Python libraries, APIs, etc. to create your own Python scripts or utilize the enhanced Equation Editor with new custom functions to edit Python scripts within IDEA, eliminating dependency on external tools. In addition, you can also take advantage of a larger library of IDEA Lab plugins, delivering advanced analytics at your fingertips and improving audit efficiency.

Experience the new power of CaseWare IDEA with our intuitive interface, advanced analytics, seamless integrations and more that help you.

idea-solutions-automate-internal-audit-icon

Boost productivity with improved user experience and streamlined navigation

time-management

Reduce time and errors by automating the manual, repetitive tasks

idea-product-protect-icon

Maximize efficiency and ensure data security with the new hybrid capability

reviewcomptax-cloud-product-integrated-client-query-system-icon

Improve reporting and collaboration through the powerful Working Papers integration

analytics-ai-cloud-product-ai-based-testing-icon

Deliver faster, more accurate insights for better, informed decision-making

IDEA Professional ServicesUnlock the power within your data!

There are times when it simply makes more sense to seek the expertise of others than to toil and struggle with a particular challenge, need or task.

We know IDEA. Let us put the 20 years of experience using IDEA to work for your organization. There is no job too small, or too complex. From IDEA Server implementations, to automating tasks, to helping you define what tests to run – we do it all. Our professional services team is comprised of expert script coders, certified financial services and fraud examiners, and the ever-reliable IDEA Help Desk team.

Here are just a few examples of the professional services we provide:

Product Implementations

IDEA Data Analysis
01

Assistance using IDEA’s features and functionality, including working with complex data files

Collaborative Analytics
02

Work with audit team and IT to integrate with datacenter technologies, and custom script development to capture and automate processes

Continuous Monitoring
03

Help determine what controls need to be monitored within multiple business units and systems, develop customized scripts and provide training to users

SmartExporter
04

Assist with installation, configuration and training of users to export data from SAP

Customized IDEAScript Development

Let our experts help you automate inherited tasks from start to finish. We can define and capture a process, obtain the data, implement your objectives, configure short cuts, modify the process as needed and get desired results. We do the work for you.

Example: A major oil and gas corporation contacted us to assist with automating their process for analyzing more than 1 million transactions each month to search for duplicate payments. It was taking their team 8 hours to look through 13 months of data at a time. We worked with them to develop a script, which reduced the man hours to set-up the analysis to 5 minutes per month and allowed the computer to finish the analytic to identify potential duplicates in just 2 hours.

Importing Services

Ever wrestled with importing a complex file, and the file won? Save time (and frustration) by sending us the data you need imported – including complex PDF files – and we’ll send you the IDEA file, or export them to another file type. We haven’t met a file yet that’s stumped our team!

Analytics Assistance

Two heads are better than one. Let us help you determine what data you need, where it’s coming from, what tests to run and how to define those tests. We have experience with payables issues, duplicate detection, eliminating or reducing false positives, and more.

Define Processes for Optimization

We can help you define and automate processes for repeatable tasks, such as monitoring booking and payment controls in Purchase to Pay.

Statistical Sampling and Analysis

We provide guidance on sampling techniques and conclusions using IDEA’s various sampling routines. We can assist you with planning and executing sampling to detect monetary misstatement, and offer direction on advanced statistical methods such as trend analysis and regression.

IDEA® Data Analytics 60 Day Payback RuleAt Sama we provide consulting services for the installation, implementation and customization of IDEA Data Analysis Software to help you realize the 60-day payback benefit.

Whether providing specific services or complete turn-key solutions, our professionals are experienced and skilled in assessing, designing and implementing quality solutions efficiently and with a maximum ROI. They possess a wealth of experience in assessing and identifying business requirements and are knowledgeable in working with complex technical environments.

General Service offerings include:

  • identification of goals, requirements and conditions for success
  • business process assessment
  • development of risk, controls and benchmarks matrix
  • installation and configuration
  • implementation
  • report configuration
  • customization
  • optimization
  • troubleshooting
  • training

Please contact us on sama_audit@vsnl.com to allow us to facilitate your achieving the 60-day payback benefit on your investment in IDEA Software.

How can we help you?

We offer free, no-obligation quotes.

IDEA® License RenewalOur customers range from single-license desktop users to teams with hundreds of users accessing IDEA via a connected network - and everyone in between.

No matter how small or large your organization is, we offer flexible licensing options to suit your specific needs. We will help you select what’s right for your organization. IDEA Data Analysis comes with 12 months of updates and technical assistance, which may be renewed annually. By keeping your license(s) current, you will receive personalized assistance and access to new releases.

Licensing FAQs

Unlimited Calls & Emails to Help Desk Support

Live expert help with importing files, creating an equation, joining databases, or whatever your challenge is.

Software Service Packs & Upgrades

Current Version: IDEA Version 10 – Compatible with Windows 8. MS Excel files can be imported into IDEA and the Report Reader PDF converter has been enhanced to convert more non–standard PDF files.

Personalized Account Support

Customer–focused service to get you reacquainted with IDEA including demonstrations for new users, and resources to help you use IDEA to its fullest extent.

Google Group

To help you get acquainted with using IDEA, and keep your skills sharp, we offer to join our IDEA Google Group.

CaseWare IDEA Support Site

  • Access instructional videos and tutorials
  • Search 100+ topics in the Knowledge Base or participate in the User Forum where you can exchange questions and responses with IDEA users worldwide

IDEA Data Analysis TrainingHands down, IDEA Data Analysis is easier to use than other analytics tools, but learning a new technology on your own can be akin to taking a road trip without a map. You may eventually get there, but it will probably take you longer. We provide directions and short cuts that help you quickly navigate through learning IDEA.

Avoid the starts and stops associated with learning on your own. We give you practical techniques to maximize your use of IDEA, and the opportunity to earn CPE credit. More importantly, we increase your productivity.

We offer some unique benefits including:

1st Class Training Instructors
01

We’ve served as the sole South Asian region distributor of IDEA for 20 plus years – we know this product inside and out. Our instructors are Chartered Accountants (CAs), Certified Internal Auditors (CIAs), Certified Information System Auditors (CISAs) and/or Certified Fraud Examiners (CFEs) with experience working in the trenches of accounting, audit and finance. Plus, they make learning fun…now that’s worth looking into!

All Levels Welcome
02

We offer courses for all experience levels: Basic, Intermediate and Advanced. To get you started, we offer free learning resources including tutorials (installed with IDEA) and live support via our IDEA Data Analysis Help Desk.

Convenient & Cost Effective
03

Tight travel budgets don’t have to impact your training. We offer Public Training (We come to you with hands-on training that is convenient and cost-effective.)– or let us come to you with our On-Site Training (In-person, hands-on courses offered at all levels to improve your skills.). Our training courses are affordable, offer CPE credit and provide you with materials to reference so you retain more of what you’ve learned.

Why Certification?

The CaseWare Analytics Certification provides a standard accreditation that distinguishes you as being able to utilize CaseWare Analytics technology in your daily analysis and/or audit work. The certification program is designed to aid in your professional development, by showcasing that you possess premium technical abilities and are capable of providing knowledgeable business analysis and recommendations. Obtaining a CaseWare Analytics Certification gives an independent validation of your skills and expertise in using analytics and scripting.

Benefits

  • Obtain professional recognition in your industry
  • Gain a competitive edge in your career through certification recognition
  • Get Continuing Professional Education (CPE) Credits when attending the training courses required for the exam
  • Become an acknowledged expert by having your name published on our website; with approval

Types of CertificationThe certification program spans individuals and distributors.

Certified IDEA Data Analyst (CIDA)

01

Certified IDEA Script Expert (CISE)

02

There are two paths to becoming eligible to write the exam. Please indicate the path that applies to you:

TRAINING

You must have completed the courses indicated in the brochure (or the equivalent provided by one of our distributors). Please tell use where and when you have attended training; or

EXPERIENCE

You must send us documentation of your experience using IDEA Data Analysis (two-page minimum), a letter from a supervisor or colleague attesting to your competency with IDEA (stating that you have used IDEA actively in the last two years) and a description of at least two substantial projects in which you used IDEA and or IDEAScript. The certification coordinator will contact you for more information.

I am interested in becoming a:

  • Certified IDEA Data Analyst (CIDA)
  • Certified IDEAScript Expert (CISE)

Become an IDEA Expert

Preparatory Material for CIDA has been published by Audit Solutions Inc. in cooperation with CaseWare Analytics Inc. It is offered by Sama Audit Systems & Softwares Pvt. Ltd. as the Indian distributor of IDEA.

The Q&A format is designed to facilitate learning, understanding and readability. While this book is an excellent self-study guide, the CIDA review constitutes candidates complete formal training offered by Sama Audit Systems & Softwares Pvt. Ltd.

Join our Community!

To get started, please send your request and we will be in touch with you shortly.

We look forward to learning more about your business. Thank you for your interest.

Whitepapers

white-paper1

Unlocking the Power of Data Analytics in Internal Audit

Oct, 2020

IDEA® Data Analysis Help DeskOur experts are available to help you save time and effort. If it takes you more than 20 minutes to utilize any IDEA function or feature, contact us for assistance. We're here to help you!

Email Us:

info@samaaudit.com

Call Us:

+912226743675

Working Hours:

9:00 a.m. - 5:00 p.m.

Tips for Working with Our Help Desk

We are here to help you be more productive, and maximize your use of IDEA’s capabilities. When contacting us, we operate on a first-in, first-out basis where calls and e-mails are addressed in the order they are received. Any calls or e-mails received after hours or on company holidays will be handled first thing the following business day. If you call, please leave a voice message – we will return your call.

Some other things to keep in mind to help us assist you are:

Data Files

 It is often beneficial for us to see your data files to provide you with assistance. We use a file sharing site where you may upload large data files rather than zipping and e-mailing them. This is a secure site with password-protected folders, which are only available to you for a specified length of time. We prefer using this secure site for data files over 10MB. We can walk you through the upload process.

TeamViewer

If you are unable to send us your data files, or you have an issue that requires hands-on assistance, we can arrange a TeamViewer to view the data on your system and watch the steps you are taking to better assist you.

Resource MaterialsWe have complied some helpful guides for commonly-used analytics including guidelines for requesting data, Benford's Law, payables test sets and financial tests using Financial App.

License Renewal BenefitsWhen you purchase IDEA or IDEA Server, you receive 12 months of updates and technical assistance, which may be renewed annually. By keeping your license(s) current, you will receive personalized assistance and access to new releases.

Unlimited Toll-Free Calls & E-mails to Help Desk Support:
Live expert help with importing files, creating an equation, joining databases, or whatever your challenge is.

Software Service Packs & Upgrades:
Check for Current Software Updates. MS Excel 2018 + files can be imported into IDEA and the Reporter Reader PDF converter has been enhanced to convert more non-standard PDF files.

Personalized Account Support:
Customer-focused service to get you reacquainted with IDEA including demonstrations for new users, and resources to help you use IDEA to its fullest extent.

Free Webcasts:
To help you get acquainted with using IDEA, and keep your skills sharp, we offer free Webcasts featuring the latest version of IDEA. Visit our web site under the “Training” tab for a schedule of events and to register.

Virtual User Groups:
Held quarterly, you can learn best practices from fellow IDEA users, all without having to leave the office!

Exclusive Access to CaseWare IDEA Support Site:
You'll find a wealth of global resources:

  • Access instructional videos and tutorials
  • Download 20+ free custom @functions to perform complex calculations and exception testing
  • Download 20+ free IDEAScripts and learn how to develop your own
  • IDEAScripts automate additional functions, routines, dialogs and processes for IDEA
  • Search 100+ topics in the Knowledge Base or participate in the User Forum where you can exchange questions and responses with IDEA users worldwide

Visit the CaseWare IDEA Support Site

If you're a new user, simply click on the "Click here to join" link to complete the registration and support verification process. We'll get you set up with a log-in and password to access this informative site.

CaseWare IDEA Support

IDEA® Data Analysis Google Group

IDEA Data Analysis Software is a sure way to lower your cost of analysis, add more quality to your work and take on new roles. This pan-Asia group forum has been created to share information, tips, hints, and methods on effective and efficient usage of IDEA Data Analysis Software.

The Google Group has been conceived to equip IDEA users with the required skill sets in terms of data analysis, control testing, MIS reporting, complex data mining, large database reconciliation, statistical sampling, red-flag analytics and continuous monitoring to take your analytic experience in IDEA Software to a better level of usage with never seen before results.

IDEA users can avail of complimentary membership of this group to seek regular support, advise and inputs on :

  1. Simple tips to data import of complex files.
  2. Handy tricks to building complex functions and equations.
  3. Quick do-it-yourself steps for Recording and Playing back Visual Script Macros.
  4. Practical examples and case-studies on Fraud Analytics using IDEA.
  5. Success stories and best practices from key installations with industry expertise and inputs.

Join Support Group

Contact us to join IDEA Data Analysis Software Users Support Group on Google. Membership of this group is on application and sole discretion of Sama Audit Systems & Softwares Pvt. Ltd.

Join CaseWare IDEA Support Group
CaseWare-IDEA-logo
CaseWare-Logo-RGB-Primary_Dark-TM

The New IDEA® 12 is Here!The latest release of CaseWare IDEA® delivers advanced analytics capabilities, seamless collaboration and an intuitive user experience. IDEA 12 empowers auditors with the following capabilities:

  • Advanced data analysis with new module of Python scripts
  • Improved compatibility with modern operating systems
  • Virtualized platform to work, collaborate, store and access files
  • Integrated with Working Papers
  • Easy access to apps, tests and scripts via the IDEA Ribbon
  • Simplified licensing model delivers, flexible, affordable and accessible deployment of IDEA

Introducing IDEA® 12
Expand Your Audit Analytics Landscape

Data Analytics is changing the game for audit, accounting and finance professionals globally. So, when you’re analyzing data for any audit, whether you want to detect fraud, or identify anomalies, trends or patterns, you need a solution that helps you deliver high-quality audits every single time.

IDEA® Data Analysis Software is a comprehensive, powerful and easy-to-use data analysis solution designed by audit experts. With a modern, intuitive interface and advanced analytical functionalities, IDEA accelerates data analytics, provides a more user-friendly experience and enables deeper insights in a timely, cost-effective manner for more informed business decisions.

Version Features / Enhancements

What's New in IDEA® 12

CaseWare Cloud &
IDEA CloudShare FAQs

Everything you need to know about
the new virtualized platform to collaborate,
store and access files.

Introducing CaseWare IDEA 12Our latest release that offers users a refreshing, modern analytics experience with a hybrid approach, advanced analytics features and smarter reporting through its comprehensive data analytics platform.

light-bulb
New Look and Experience

Enjoy a more intuitive user experience with smarter iconology, simplified navigation and naming conventions, making IDEA easier to use. Now you can find anomalies faster, boosting fraud prevention, detection and productivity, in-turn saving you time and money.

process
The Power of Hybrid

Now quickly access web-enabled resources such as Passport, IDEA lab and more, within our data analytics platform, at your convenience through our new embedded web browser. IDEA 12 brings to you a hybrid analytics experience owing to its seamless integration with Microsoft Webview2, that auto updates to maintain compatibility with Windows and ensures continuous data security. In addition, IDEA now supports single sign-on with CaseWare Cloud, streamlining user access and improving identity protection.

idea-solutions-identify-internal-audit-icon
Built-in Smart Actions

Take a deep dive into your data with our new Smart Actions, featuring Google search, Maps and Translate, within IDEA at the click of a button. Analyze multiple cells at once, quickly check the legitimacy of exceptions, and perform faster investigations with accurate results, aiding smarter risk management.

idea-cloud-share-seamless-collaboration-icon
Stronger Working Papers Integration

It’s easier than ever to integrate data analytics into your workflow with a more seamless integration between CaseWare Working Papers and CaseWare IDEA. You now have the ability to send databases and PDF reports, including history and observations to your Working Paper engagement in a single click. This enhancement improves documentation, reporting and collaboration with your colleagues and clients, strengthening the audit
process and other engagements.

report
Enhanced Quick Summarization

Achieve 4 times faster results when you use our enhanced Quick Summarization function. You can now analyze 100% data and perform quick summarization of multiple data fields easily in no time. Get started on identifying the key focus areas for your audit using this feature, and accelerate your audit planning process today.

bar-graph
New Python Capabilities

IDEA upgraded to a new, more powerful Python version with this release to make it easier for you to automate manual, time-intensive tasks. Access the latest Python libraries, APIs, etc. to create your own Python scripts or utilize the enhanced Equation Editor with new custom functions to edit Python scripts within IDEA, eliminating dependency on external tools. In addition, you can also take advantage of a larger library of IDEA Lab plugins, delivering advanced analytics at your fingertips and improving audit efficiency.

Experience the new power of CaseWare IDEA with our intuitive interface, advanced analytics, seamless integrations and more that help you.

idea-solutions-automate-internal-audit-icon

Boost productivity with improved user experience and streamlined navigation

time-management

Reduce time and errors by automating the manual, repetitive tasks

idea-product-protect-icon

Maximize efficiency and ensure data security with the new hybrid capability

reviewcomptax-cloud-product-integrated-client-query-system-icon

Improve reporting and collaboration through the powerful Working Papers integration

analytics-ai-cloud-product-ai-based-testing-icon

Deliver faster, more accurate insights for better, informed decision-making

IDEA Professional ServicesUnlock the power within your data!

There are times when it simply makes more sense to seek the expertise of others than to toil and struggle with a particular challenge, need or task.

We know IDEA. Let us put the 20 years of experience using IDEA to work for your organization. There is no job too small, or too complex. From IDEA Server implementations, to automating tasks, to helping you define what tests to run – we do it all. Our professional services team is comprised of expert script coders, certified financial services and fraud examiners, and the ever-reliable IDEA Help Desk team.

Here are just a few examples of the professional services we provide:

Product Implementations

IDEA Data Analysis
01

Assistance using IDEA’s features and functionality, including working with complex data files

Collaborative Analytics
02

Work with audit team and IT to integrate with datacenter technologies, and custom script development to capture and automate processes

Continuous Monitoring
03

Help determine what controls need to be monitored within multiple business units and systems, develop customized scripts and provide training to users

SmartExporter
04

Assist with installation, configuration and training of users to export data from SAP

Customized IDEAScript Development

Let our experts help you automate inherited tasks from start to finish. We can define and capture a process, obtain the data, implement your objectives, configure short cuts, modify the process as needed and get desired results. We do the work for you.

Example: A major oil and gas corporation contacted us to assist with automating their process for analyzing more than 1 million transactions each month to search for duplicate payments. It was taking their team 8 hours to look through 13 months of data at a time. We worked with them to develop a script, which reduced the man hours to set-up the analysis to 5 minutes per month and allowed the computer to finish the analytic to identify potential duplicates in just 2 hours.

Importing Services

Ever wrestled with importing a complex file, and the file won? Save time (and frustration) by sending us the data you need imported – including complex PDF files – and we’ll send you the IDEA file, or export them to another file type. We haven’t met a file yet that’s stumped our team!

Analytics Assistance

Two heads are better than one. Let us help you determine what data you need, where it’s coming from, what tests to run and how to define those tests. We have experience with payables issues, duplicate detection, eliminating or reducing false positives, and more.

Define Processes for Optimization

We can help you define and automate processes for repeatable tasks, such as monitoring booking and payment controls in Purchase to Pay.

Statistical Sampling and Analysis

We provide guidance on sampling techniques and conclusions using IDEA’s various sampling routines. We can assist you with planning and executing sampling to detect monetary misstatement, and offer direction on advanced statistical methods such as trend analysis and regression.

IDEA® Data Analytics 60 Day Payback RuleAt Sama we provide consulting services for the installation, implementation and customization of IDEA Data Analysis Software to help you realize the 60-day payback benefit.

Whether providing specific services or complete turn-key solutions, our professionals are experienced and skilled in assessing, designing and implementing quality solutions efficiently and with a maximum ROI. They possess a wealth of experience in assessing and identifying business requirements and are knowledgeable in working with complex technical environments.

General Service offerings include:

  • identification of goals, requirements and conditions for success
  • business process assessment
  • development of risk, controls and benchmarks matrix
  • installation and configuration
  • implementation
  • report configuration
  • customization
  • optimization
  • troubleshooting
  • training

Please contact us on sama_audit@vsnl.com to allow us to facilitate your achieving the 60-day payback benefit on your investment in IDEA Software.

How can we help you?

We offer free, no-obligation quotes.

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.

IDEA Data Analysis TrainingHands down, IDEA Data Analysis is easier to use than other analytics tools, but learning a new technology on your own can be akin to taking a road trip without a map. You may eventually get there, but it will probably take you longer. We provide directions and short cuts that help you quickly navigate through learning IDEA.

Avoid the starts and stops associated with learning on your own. We give you practical techniques to maximize your use of IDEA, and the opportunity to earn CPE credit. More importantly, we increase your productivity.

We offer some unique benefits including:

1st Class Training Instructors
01

We’ve served as the sole South Asian region distributor of IDEA for 20 plus years – we know this product inside and out. Our instructors are Chartered Accountants (CAs), Certified Internal Auditors (CIAs), Certified Information System Auditors (CISAs) and/or Certified Fraud Examiners (CFEs) with experience working in the trenches of accounting, audit and finance. Plus, they make learning fun…now that’s worth looking into!

All Levels Welcome
02

We offer courses for all experience levels: Basic, Intermediate and Advanced. To get you started, we offer free learning resources including tutorials (installed with IDEA) and live support via our IDEA Data Analysis Help Desk.

Convenient & Cost Effective
03

Tight travel budgets don’t have to impact your training. We offer Public Training (We come to you with hands-on training that is convenient and cost-effective.)– or let us come to you with our On-Site Training (In-person, hands-on courses offered at all levels to improve your skills.). Our training courses are affordable, offer CPE credit and provide you with materials to reference so you retain more of what you’ve learned.

Why Certification?

The CaseWare Analytics Certification provides a standard accreditation that distinguishes you as being able to utilize CaseWare Analytics technology in your daily analysis and/or audit work. The certification program is designed to aid in your professional development, by showcasing that you possess premium technical abilities and are capable of providing knowledgeable business analysis and recommendations. Obtaining a CaseWare Analytics Certification gives an independent validation of your skills and expertise in using analytics and scripting.

Benefits

  • Obtain professional recognition in your industry
  • Gain a competitive edge in your career through certification recognition
  • Get Continuing Professional Education (CPE) Credits when attending the training courses required for the exam
  • Become an acknowledged expert by having your name published on our website; with approval

Types of CertificationThe certification program spans individuals and distributors.

Certified IDEA Data Analyst (CIDA)

01

Certified IDEA Script Expert (CISE)

02

There are two paths to becoming eligible to write the exam. Please indicate the path that applies to you:

TRAINING

You must have completed the courses indicated in the brochure (or the equivalent provided by one of our distributors). Please tell use where and when you have attended training; or

EXPERIENCE

You must send us documentation of your experience using IDEA Data Analysis (two-page minimum), a letter from a supervisor or colleague attesting to your competency with IDEA (stating that you have used IDEA actively in the last two years) and a description of at least two substantial projects in which you used IDEA and or IDEAScript. The certification coordinator will contact you for more information.

I am interested in becoming a:

  • Certified IDEA Data Analyst (CIDA)
  • Certified IDEAScript Expert (CISE)

Become an IDEA Expert

Preparatory Material for CIDA has been published by Audit Solutions Inc. in cooperation with CaseWare Analytics Inc. It is offered by Sama Audit Systems & Softwares Pvt. Ltd. as the Indian distributor of IDEA.

The Q&A format is designed to facilitate learning, understanding and readability. While this book is an excellent self-study guide, the CIDA review constitutes candidates complete formal training offered by Sama Audit Systems & Softwares Pvt. Ltd.

Join our Community!

To get started, please send your request and we will be in touch with you shortly.

We look forward to learning more about your business. Thank you for your interest.

Whitepapers

white-paper1

Unlocking the Power of Data Analytics in Internal Audit

Oct, 2020

IDEA® Data Analysis Help DeskOur experts are available to help you save time and effort. If it takes you more than 20 minutes to utilize any IDEA function or feature, contact us for assistance. We're here to help you!

Email Us:

info@samaaudit.com

Call Us:

+912226743675

Working Hours:

9:00 a.m. - 5:00 p.m.

Tips for Working with Our Help Desk

We are here to help you be more productive, and maximize your use of IDEA’s capabilities. When contacting us, we operate on a first-in, first-out basis where calls and e-mails are addressed in the order they are received. Any calls or e-mails received after hours or on company holidays will be handled first thing the following business day. If you call, please leave a voice message – we will return your call.

Some other things to keep in mind to help us assist you are:

Data Files

 It is often beneficial for us to see your data files to provide you with assistance. We use a file sharing site where you may upload large data files rather than zipping and e-mailing them. This is a secure site with password-protected folders, which are only available to you for a specified length of time. We prefer using this secure site for data files over 10MB. We can walk you through the upload process.

TeamViewer

If you are unable to send us your data files, or you have an issue that requires hands-on assistance, we can arrange a TeamViewer to view the data on your system and watch the steps you are taking to better assist you.

Resource MaterialsWe have complied some helpful guides for commonly-used analytics including guidelines for requesting data, Benford's Law, payables test sets and financial tests using Financial App.

License Renewal BenefitsWhen you purchase IDEA or IDEA Server, you receive 12 months of updates and technical assistance, which may be renewed annually. By keeping your license(s) current, you will receive personalized assistance and access to new releases.

Unlimited Toll-Free Calls & E-mails to Help Desk Support:
Live expert help with importing files, creating an equation, joining databases, or whatever your challenge is.

Software Service Packs & Upgrades:
Check for Current Software Updates. MS Excel 2018 + files can be imported into IDEA and the Reporter Reader PDF converter has been enhanced to convert more non-standard PDF files.

Personalized Account Support:
Customer-focused service to get you reacquainted with IDEA including demonstrations for new users, and resources to help you use IDEA to its fullest extent.

Free Webcasts:
To help you get acquainted with using IDEA, and keep your skills sharp, we offer free Webcasts featuring the latest version of IDEA. Visit our web site under the “Training” tab for a schedule of events and to register.

Virtual User Groups:
Held quarterly, you can learn best practices from fellow IDEA users, all without having to leave the office!

Exclusive Access to CaseWare IDEA Support Site:
You'll find a wealth of global resources:

  • Access instructional videos and tutorials
  • Download 20+ free custom @functions to perform complex calculations and exception testing
  • Download 20+ free IDEAScripts and learn how to develop your own
  • IDEAScripts automate additional functions, routines, dialogs and processes for IDEA
  • Search 100+ topics in the Knowledge Base or participate in the User Forum where you can exchange questions and responses with IDEA users worldwide

Visit the CaseWare IDEA Support Site

If you're a new user, simply click on the "Click here to join" link to complete the registration and support verification process. We'll get you set up with a log-in and password to access this informative site.

CaseWare IDEA Support

IDEA® Data Analysis Google Group

IDEA Data Analysis Software is a sure way to lower your cost of analysis, add more quality to your work and take on new roles. This pan-Asia group forum has been created to share information, tips, hints, and methods on effective and efficient usage of IDEA Data Analysis Software.

The Google Group has been conceived to equip IDEA users with the required skill sets in terms of data analysis, control testing, MIS reporting, complex data mining, large database reconciliation, statistical sampling, red-flag analytics and continuous monitoring to take your analytic experience in IDEA Software to a better level of usage with never seen before results.

IDEA users can avail of complimentary membership of this group to seek regular support, advise and inputs on :

  1. Simple tips to data import of complex files.
  2. Handy tricks to building complex functions and equations.
  3. Quick do-it-yourself steps for Recording and Playing back Visual Script Macros.
  4. Practical examples and case-studies on Fraud Analytics using IDEA.
  5. Success stories and best practices from key installations with industry expertise and inputs.

Join Support Group

Contact us to join IDEA Data Analysis Software Users Support Group on Google. Membership of this group is on application and sole discretion of Sama Audit Systems & Softwares Pvt. Ltd.

Join CaseWare IDEA Support Group
Success Stories

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