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My name is Stephanie Jones and I'm the head of audit and risk here at IdeaGen.
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And I will be going through the first quarter roadmap for IdeaGen audit quality.
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I would like to first take you through a disclaimer that the information contained in this roadmap is confidential
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and the copyright
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of ideagen PLC.
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I also wanna point out that this roadmap is at our discretion
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and it is subject to change.
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So starting with what we shipped last quarter,
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the first thing I want to talk about is bulk actions,
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which really streamlines
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administrative
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tasks
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and reduces clicks by allowing certain actions, such as deleting
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items,
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changing the status of items and changing the type of items to be performed in bulk.
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The second is the ability to hide residual risk. So utilizing the system settings feature that was introduced
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last quarter to disable residual risk functionality
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throughout the application.
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And then the third is hiding other items as well, things like incidents and principal risks. So also using that system settings to allow for other unused features to be hidden from the UI at the customer tenant level.
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And now going through what we are currently working on for first quarter,
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the first is assessment UI changes,
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and that involves a visual and functional refresh
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designed to improve the user's daily work
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flow. That was released in January
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2026.
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The next item is document handling, which will be released in February
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2026.
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And that is utilizing
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a Microsoft WAPI integration
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where users can now edit documents in app and also simultaneously.
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And the last item is accessibility,
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and that is allowing keyboard shortcuts to support our strategy to have accessible software.
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And then after that, we are working on a reporting API
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where users can query metadata in app and then utilize a reporting API to supplement reporting in BI intelligence tools such as Power BI.
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The second item is report designer.
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So building custom templates
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and assessment reports utilizing
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both standard and custom fields.
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And then the third is dual assessments
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and that's utilizing work performed in one assessment into a separate assessment,
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saving time, saving the need to copy and paste and overall saving the number of clicks.
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And this really allows
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firms
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to run dual assessments
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at the same time, and those assessments may cover different standards
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that the firm is required to comply to.
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And then for the rest of the year, we are very excited to introduce Agentic AI, and that is utilizing our Maslant Agentic AI to transform
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how audit quality teams operate.
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The second is around connectivity.
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So leveraging off of that one way reporting API, this is referring to enabling two way APIs and self serve data imports to allow flow of information into and out of the software.
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And then the third is continuous improvements,
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further developing and enhancing our core feature set based upon customer feedback.
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Thank you for joining me for this roadmap for Idea Gen audit quality. And if you have any questions, please reach out to your account manager.
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