Client Portal

Details

Tender Closed
RFx ID :	23116972
Tender Name :	Client Portal
Reference # :	1495 IOG_ISG_CP_001
Open Date :	Monday, 17 August 2020 7:30 AM (Pacific/Auckland UTC+12:00)
Close Date  :	Wednesday, 9 September 2020 3:00 PM (Pacific/Auckland UTC+12:00)
Tender Type :	Request for Proposals (RFP)
Tender Coverage :	On behalf of procurement agent  [?]
Categories :	43230000 - Software
Regions:	Wellington
Exemption Reason :	None
Required Pre-qualifications :	None
Contact :	Nirav Patel Tenders@oag.parliament.nz
Alternate Physical Delivery Address  :
Alternate Physical Fax Number  :
Agency Address :

Audit New Zealand are looking for a client portal, which assists with gathering information from clients.

The client portal must allow:
• Auditors to create a workspace for each client.
• Within each workspace, auditors to create multiple file requests. For example, one request for an expenditure listing and a second request for supporting invoices.
• Each file request to have a client contact assigned and a due date.
• The client portal to automatically notify the client of new file requests.
• Clients to attach the relevant file to the specific file request and the auditor to be notified.
• The secure transfer of large files, with embedded traceability and reporting capability.
• Auditors to view or download the file, or return it to the client if it is incorrect.
• Automatic reminders to be sent to client contacts of upcoming deadlines or over-due requests.

The client portal should automate many of the manual elements of the current audit requirement process including eliminating manual tracking and follow up of requested items. It must include workflow capability to manage the process and provide real-time visibility of the status of audit information.

The client portal must be structured to provide specific, secure spaces for each client with the ability to apply either the same file requests as the previous year or to use a template that can be used across similar clients, such as those in a particular sector, including the structure and associated requests.

The key benefits expected from implementing a client portal include:
• Increased efficiency and reduced errors through eliminating manual tracking.
• Enabling multiple client representatives to work concurrently and visibly in a central portal, improving their coordination and communication. It is anticipated this will improve timeliness and accuracy.
• Improve client readiness for the audit by increasing the visibility of upcoming and overdue requests or information that has to be returned.
• Audit teams and clients can have real-time, evidence-based discussions if requests have not been fulfilled.
• Assurance to clients that their data and information is protected and secure.

We expect to use the client portal on approximately 500 engagements. This excludes our very small (less than 20 hours) clients.

This tender has been awarded.

• Audit Dashboard Inc.

Further Award Information:
Contract awarded to Audit Dashboard Inc.

Award Date: Tuesday, 8 December 2020 (Pacific/Auckland UTC+13:00)
Date RFx was completed/updated: Wednesday, 9 September 2020 3:14 PM (Pacific/Auckland UTC+12:00)