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Help Desk FAQs





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I was first introduced to CaseWare IDEA in the mid-90s while working for a firm that performed external audit support services for an asset-based lender. IDEA was easy to implement and use and offered tremendous value to both our firm and the clients we served. We primarily used IDEA to perform reviews of client lending relationships including executing basic and analytical procedures on the entire data population, which would have been challenging and time consuming without the use of technology.

Using IDEA, we identified a multi-million-dollar fraud based on the overstatement of the borrower's lending base. While the dollar recovery was significant, IDEA helped us go a step further to identify the perpetrator's specific methods and techniques to cover up the malfeasance. Our use of IDEA did not require technical expertise. It was straightforward, intuitive and helped accomplish our goals in a short time span.

As my career changed, my use of computer-assisted auditing techniques changed course. However, in early 2017, I revisited IDEA to assist in my due diligence of a middle market business during a bankruptcy process. There were a myriad of issues including disordered financial records attributed to a departed CFO who failed to perform his function. With IDEA I was able to quickly gain insight into the business' process performance by executing steps that would have been nearly impossible using other tools. IDEA made my work much more effective and efficient, and the conclusions were clear.

The improved functionality of IDEA was certainly impressive. It made me wonder why some audit and accounting professionals were not using it more. My question to the profession is, "With all the technology you've personally adopted, are you going as far as you should around increased data insight and analysis? When tools like IDEA are readily available, easy to use and cost effective, what's stopping you from using them?

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Donegal Insurance Group Testimonial.


Company Profile

The Donegal Insurance Group consists of Donegal Mutual Insurance Company, Atlantic States Insurance Company, Southern Insurance Company of Virginia, Le Mars Insurance Company, The Peninsula Insurance Company, Peninsula Indemnity Company, Sheboygan Falls Insurance Company, Southern Mutual Insurance Company and Michigan Insurance Company.



Impact of IDEA

I use IDEA every single day, I've been using every day for 3 years. It has changed my quality of work, as well as, how quick I can turn it around. IDEA has become extremely important in what I do, it's interchangeable with my position. IDEA impacts the executives in the C-Suite by the money savings, the time savings that we have on audits that we do. The way that the analysis comes through at the end. The effectiveness of the work we do, as well as, the efficiency in which we do it is extremely beneficial to the C-Suite.


Get Answers

15 years ago we had a project that just couldn't get off the ground. The Vice President of one of the departments wanted to analyze some of the information and he kind of gave up on it. At the time, I had only been with the company a year and a half, when he asked the question he seemed frustrated that he wasn't able to get the answers that he was looking for. I was able to dive in with IDEA and get them the answers that they wanted to questions they've been asking for 15 years. Secondly, they know they can ask anything related to their department, and we can pull together an analysis for them very quickly and effectively. Then we can take that analysis and put that into practice for reoccurring audits.


Achieving ROI

In one project, we made sure that our costs for third-party providers we're calculating properly with the parameters of the contracts, making sure that we were being billed properly. We've saved hundreds of thousands of dollars in how we use the product now - making sure these contracts were billing us properly.


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Etiam sit amet lacus elit. Vestibulum in augue gravida, ultricies neque non, suscipit velit. Morbi maximus, metus vel dignissim euismod, turpis nulla lacinia lorem, a lobortis urna nulla non nisl. Sed eu turpis sit amet massa rutrum vestibulum. Praesent ac justo blandit, porta ante eget, semper sem. Curabitur feugiat diam at mollis elementum. Aenean nibh sapien, pharetra et convallis sed, pellentesque eu arcu.


Training & Support Headline Goes Here.

Training From the Start.
IDEA is easy to learn and use, but to ensure you're able to immediately start your analysis, Audimation provides a complimentary reservation in our one-day live online IDEA Fundamentals workshop. Receive a comprehensive, high-level overview of how to prepare data for analysis, navigate some of IDEA's commonly-used features and share your results.

Audimation also includes a one-hour Personalized Assistance session with an IDEA Expert to guide you in reaching your goals and provide tips for gaining quick "wins" to achieve ROI.

Donegal Insurance Group Testimonial.


Company Profile

The Donegal Insurance Group consists of Donegal Mutual Insurance Company, Atlantic States Insurance Company, Southern Insurance Company of Virginia, Le Mars Insurance Company, The Peninsula Insurance Company, Peninsula Indemnity Company, Sheboygan Falls Insurance Company, Southern Mutual Insurance Company and Michigan Insurance Company.



Impact of IDEA

I use IDEA every single day, I've been using every day for 3 years. It has changed my quality of work, as well as, how quick I can turn it around. IDEA has become extremely important in what I do, it's interchangeable with my position. IDEA impacts the executives in the C-Suite by the money savings, the time savings that we have on audits that we do. The way that the analysis comes through at the end. The effectiveness of the work we do, as well as, the efficiency in which we do it is extremely beneficial to the C-Suite.


Get Answers

15 years ago we had a project that just couldn't get off the ground. The Vice President of one of the departments wanted to analyze some of the information and he kind of gave up on it. At the time, I had only been with the company a year and a half, when he asked the question he seemed frustrated that he wasn't able to get the answers that he was looking for. I was able to dive in with IDEA and get them the answers that they wanted to questions they've been asking for 15 years. Secondly, they know they can ask anything related to their department, and we can pull together an analysis for them very quickly and effectively. Then we can take that analysis and put that into practice for reoccurring audits.


Achieving ROI

In one project, we made sure that our costs for third-party providers we're calculating properly with the parameters of the contracts, making sure that we were being billed properly. We've saved hundreds of thousands of dollars in how we use the product now - making sure these contracts were billing us properly.


Donegal Insurance Group Testimonial.


Company Profile

The Donegal Insurance Group consists of Donegal Mutual Insurance Company, Atlantic States Insurance Company, Southern Insurance Company of Virginia, Le Mars Insurance Company, The Peninsula Insurance Company, Peninsula Indemnity Company, Sheboygan Falls Insurance Company, Southern Mutual Insurance Company and Michigan Insurance Company.



Impact of IDEA

I use IDEA every single day, I've been using every day for 3 years. It has changed my quality of work, as well as, how quick I can turn it around. IDEA has become extremely important in what I do, it's interchangeable with my position. IDEA impacts the executives in the C-Suite by the money savings, the time savings that we have on audits that we do. The way that the analysis comes through at the end. The effectiveness of the work we do, as well as, the efficiency in which we do it is extremely beneficial to the C-Suite.


Get Answers

15 years ago we had a project that just couldn't get off the ground. The Vice President of one of the departments wanted to analyze some of the information and he kind of gave up on it. At the time, I had only been with the company a year and a half, when he asked the question he seemed frustrated that he wasn't able to get the answers that he was looking for. I was able to dive in with IDEA and get them the answers that they wanted to questions they've been asking for 15 years. Secondly, they know they can ask anything related to their department, and we can pull together an analysis for them very quickly and effectively. Then we can take that analysis and put that into practice for reoccurring audits.


Achieving ROI

In one project, we made sure that our costs for third-party providers we're calculating properly with the parameters of the contracts, making sure that we were being billed properly. We've saved hundreds of thousands of dollars in how we use the product now - making sure these contracts were billing us properly.


Body Copy Headline About This Solutions Subpage.


Etiam sit amet lacus elit. Vestibulum in augue gravida, ultricies neque non, suscipit velit. Morbi maximus, metus vel dignissim euismod, turpis nulla lacinia lorem, a lobortis urna nulla non nisl. Sed eu turpis sit amet massa rutrum vestibulum. Praesent ac justo blandit, porta ante eget, semper sem. Curabitur feugiat diam at mollis elementum. Aenean nibh sapien, pharetra et convallis sed, pellentesque eu arcu.


Training & Support Headline Goes Here.

Training From the Start.
 
IDEA is easy to learn and use, but to ensure you're able to immediately start your analysis, Audimation provides a complimentary reservation in our one-day live online IDEA Fundamentals workshop. Receive a comprehensive, high-level overview of how to prepare data for analysis, navigate some of IDEA's commonly-used features and share your results.

Audimation also includes a one-hour Personalized Assistance session with an IDEA Expert to guide you in reaching your goals and provide tips for gaining quick "wins" to achieve ROI.
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Several years ago, IDEA helped me uncover a multi-million-dollar fraud including the specific methods the perpetrator used to cover up the malfeasance. When I recently needed to conduct a due diligence audit of a middle market bankrupt business, IDEA helped me quickly gain insight into the businesses' process performance in a way that would have been nearly impossible using any other tool.

- Brian Cullum, Returning IDEA User

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Data is valuable. Audimation Services was founded to help fellow accountants, auditors and financial professionals learn to use technology to gain more value and deeper insights from their data. Through our long-standing partnership with CaseWare, our goal is to help organizations leverage technology to improve efficiency, increase collaboration, strengthen controls and improve business processes.

We help you get the most from technology by providing support, professional services, training and other value-add resources. Our clients include major accounting firms, Fortune 1000 companies, federal, state and local government, corporations in all industry sectors, non-profits and higher education. Our team continues to put the customer first in all we do - and to us, that's what matters most.


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Several years ago, IDEA helped me uncover a multi-million-dollar fraud including the specific methods the perpetrator used to cover up the malfeasance. When I recently needed to conduct a due diligence audit of a middle market bankrupt business, IDEA helped me quickly gain insight into the businesses' process performance in a way that would have been nearly impossible using any other tool.

- Brian Cullum, Returning IDEA User

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