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My name is Stephanie Jones and I'm the head of audit and risk at Ideagen. And I will be walking through the roadmap for Ideagen Audit Quality.
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I would like to show this disclaimer
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the information in this roadmap is confidential in the copyright of Ideagen PLC.
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Also it is subject to change at the discretion of Ideagen.
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So what we shipped in our second quarter of our financial year which is 08/20/2025
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to October
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2025.
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So the first is an integration with Ideagen Hub. Hub is a command center where users log in to access Ideagen audit
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quality. They also have access to training resources, content, and community.
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We also have released privacy controls to align with GDPR
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requirements.
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This really restricts user access for
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ensure that everyone is seeing only what they are supposed to be seeing within the software.
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And third, we have introduced
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system settings. And this allows customers to define
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whether certain features are made available or excluded from the software.
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So right now that is able to be toggled on for
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those GDPR privacy controls, but in an upcoming release we will be able to do that for residual risk. And that is what we are currently working on now, uh from November 2025 to January
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2026.
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So the big one is around residual risk
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and hiding those elements
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of residual risk if that is not needed.
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And that will be again able to be toggled on and off through the system settings features.
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The second release feature that we are working on is around document handling.
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So utilizing
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a Microsoft WAPI integration,
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users will be able to edit documents in app and simultaneously,
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reducing any clunkiness of downloading a file, making changes to that file, and re uploading it. So we've heard your feedback on that, and we are making that change through this Microsoft WAPI integration.
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And then what's coming after the next financial year quarter
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is dual assessments.
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That's something that we are working on currently to define the requirements for what that looks like, but basically will allow firms to effectively manage multiple regulatory quality frameworks including ISQM one and QC 1,000.
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And to have those as separate assessments
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within the software,
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but recognizing
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that much of the work is the same for those.
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We are also looking at the roll forward refresh.
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So that is the ability to refresh the latest work performed to ensure that the rolled forward assessment has the most updated data.
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So a roll forward
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can occur today, um, however the refresh of any updated
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information is not in place currently, and we recognize that that is something that is needed as firms move from one year's assessment to the next.
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And then third,
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we are working on the Agentic AI features. So utilizing Maslach and agentic AI to really transform how audit quality teams operate
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and to make things more efficient, faster, more effective,
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and really to,
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um, help
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those firms
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perform their work in a more streamlined manner.
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And then beyond that,
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um as we look into our financial year 2027,
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um this starts in
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May 2026,
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um, but we will be looking to
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continue the connectivity.
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So really enabling APIs and self serve data imports to allow the flow of information into and out of the software in a more seamless
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manner.
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Also, we intend to continue the collaboration and partnership
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with firms to ensure that the right features are in place at the right time to execute their systems of quality management.
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And finally, other continuous improvements. So continuing to
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receive feedback from the firms
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as they go live with their implementation of Ideagen audit quality,
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um, receiving those suggestions for improvements
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and further developing our
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software. Thank you for listening to this roadmap update for Idea Gen Audit Quality. If you have any questions please reach out to your account manager. Thank you.
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