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My name is Stephanie Jones and I'm the head of audit and risk at IdeaGen.
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And I will be taking you through our first quarter roadmap for IdeaGen internal audit and IdeaGen risk management.
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I'd like to start with a disclaimer.
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The information contained in this roadmap is confidential and the copyright of Ideagen PLC.
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And I also want to point out that this roadmap is at our discretion and may be subject to change.
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So starting with the features that we have shipped in the last quarter,
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the first feature is user resourcing, which is the ability to assign auditors to audits and check for resourcing constraints. And this is within the audit planning
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part of the software.
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The second feature is around bulk actions,
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which streamlines
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administrative tasks and reduces clicks by allowing certain actions such as deleting items or changing the type of items
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or changing the status of items and allowing these functions to be performed in bulk.
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And the third is hiding features.
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So allowing for unused features such as residual risk, principal risk and incidents and or incidents to be hidden from the UI for a specific customer.
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Now I wanna go through some of the features that we are currently working on in the first quarter.
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Our January release included, um, an an audit UI visual and functional refresh
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designed to improve the user's daily workflow.
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In February, we are releasing document handling,
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which is through a Microsoft WAPI integration
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and allows users to edit documents in app and simultaneously.
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And in March, we are scheduled to release new accessibility
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functionality,
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and this functionality
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is around keyboard shortcuts to support our strategy for accessible software.
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And then after that, as we look into 2026,
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then we are planning on, um, releasing reporting API.
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This really allows
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metadata to be queried in app and then utilizes a reporting API to supplement
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BI intelligence reporting and tools such as Power BI.
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The second feature is report designer.
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So building custom templates and audit and audit reports, utilizing standard and custom fields.
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And the third feature is dual audits, and that is utilizing work performed in one audit into a separate audit, saving time, saving copy and paste, and, uh, basically reducing the number of clicks.
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And then as we get into the rest of the year, we are very excited
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to be looking forward to our Agentic AI,
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which is utilizing
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Masland
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Agentic AI to transform how internal audit and enterprise risk management teams operate. We also will be exploring connectivity and enabling two way APIs and self serve data
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and enabling
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two way APIs and self serve data imports to allow flow of information into and out of the software.
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And finally, continuously
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improving and further developing and enhancing core features based upon customer feedback.
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Thank you for joining me on this roadmap.
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And if you have any questions, please reach out to your account manager.
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