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Matt Kraemer, CPA, Manager - Technology Consultants Group
Chris Kosty, CPA, CIDA, Automation & Data Analytics Process Team - Schneider Downs & Co., Inc.
Robotic Process Automation (RPA) has attracted attention, along with questions and misconceptions about what it can and cannot do. The simplified explanation alleviates repetitive work across business functions, which is how IDEAScripts work! In 2018, data analytics enthusiasts at Schneider Downs & Co. focused on making audit procedures more efficient and effective, which progressed into using IDEAScripts to serve clients outside the scope of traditional audits. They will share their process for recording, modifying, and running an IDEAScript to automate repeatable tasks to deliver more value to their clients.
Target the right processes to automate through IDEAScripting
Develop an IDEAScript proof of concept to showcase the benefits
Execute implementation, monitor progress, and measure success