IDEA Software Training

IDEA Software Training

IDEA data analysis software is a very powerful tool which can assist in increasing the effectiveness and productivity of your professionals. We offer several services to help you implement and maximize the use of IDEA.

IDEA Implementation Planning

One of the keys to successfully integrating IDEA into your engagements is the development of a well-thought-out road map which will be developed by AuditSense with input from key professionals at your firm. It will include helping you to decide on the optimal number of licenses, the type and extent of training, development of a measurement and accountability system, and the forming of an implementation committee.

Introduction to IDEA Audit Software

AuditSense will teach your professionals the basic and critical skills needed in order to maximize their use of the IDEA Data Analysis software on their audit and consulting engagements. This hands-on training is very practical as we focus on the key tasks that they need to master, including:

  • Importing files
  • Joining databases
  • Searching databases
  • Utilizing the equation editor, including basic equations
  • Using all aspects of field statistics
  • Bedford’s Law
  • Industry-specific tests

Practical Uses of IDEA Training

It is critical for the professionals who are non-technical users to gain a full understanding of the capabilities of IDEA and the related impact. During this training, participants will:

  • Be exposed to the specific uses of the software and how these tests will impact their engagements
  • Learn how effectiveness, efficiency and the ability to add value increases with the use of IDEA
  • Identify and commit to specific engagements in which they will use IDEA

IDEA Engagement Strategy Sessions

In order to jump start the application of IDEA into actual engagements, AuditSense will facilitate a series of engagement-specific workshops. These will be attended separately by individual engagement teams and will include:

  • Brainstorming on specific uses of IDEA
  • Discussion of how the use of IDEA impacts the “traditional approaches” that have been done in the past on their engagement
  • Development of a data request from your clients


Contact us to arrange a time to discuss how we may be able to help you with your professional development goals.

NASBA Disclaimer AuditSense, LLC. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasbatools.com. For more information regarding refund, complaint, and/or program cancellation policies, please contact AuditSense at 800.356.8247