Great business partner in deploying out training and engagements.

Linking and search capability functions are phenomenal. Makes it much more efficient to do work in regards to workflow.

Reporting functionality for reports still in its infancy. Best practices developed by Fieldguide help overcome that.

Through Fieldguide we have automated the tracking or processing of our most time-consuming SOC2 processes which enable us to provide a higher quality and more consistent end-result year-over-year. Fieldguide also enables us to embrace each engagements unique components without shoehorning boilerplate into our processes and documents.

Fieldguide is clearly designed and innovated with the auditor's perspective in-mind. From engagement setup to statistical sampling and tracking client submissions, it makes the auditor's life easier. In addition, the onboarding experience is the best we've had with any product in the technical space. Our onboarding resources clearly knew the product, auditor workflow, and were excellent guides.

The only area we would like to see improvement in currently is adding additional frameworks.

I had a tough time learning the software and getting used to the layout and functionality. It made the audit easier in some regards but more difficult in other regards. Overall, I think it was a little better than our previous audit methods, but there is much room for improvement. Customer service was excellent and always helped us with questions and with implementing new features.

The best feature was being able to work in the audit sheets and documents simultaneously with other auditors.

Document organization (moving documents, signing off, deleting, renaming, etc) was clunky and time consuming - being able to perform edits on multiple documents at once would be very helpful.

The product is great but the customer support and service make it best in class.

As we move to a more automated solution it was a challenge to reengineer our internal processes to match Fieldguide's capabilities.

The people at Fieldguide have bent over backwards to work with us at every stage from implementation to supporting the team with questions during engagements. This customer-focused approach has been refreshing compared to our experiences with previous vendors.

The Fieldguide platform has been a major efficiency booster to our audit practice and gives our teams the ability to have complete visibility into our audit engagements. We have tailored our workflow around the product and love the fact that we have all of our workpapers and audit artifacts in the Fieldguide platform with no need to download files to local computers. The report generation ability is a great time-saving feature too.

There really are no significant cons with the product that we have found so far. Fieldguide has been releasing new features almost weekly and has been super responsive to requests and suggestions.

Fieldguide seamlessly digitizes the entire engagement lifecycle, delivering unparalleled efficiency and effectiveness.One of the standout features of Field Guide is its all-in-one approach. Gone are the days of juggling multiple tools and systems to manage engagements. Field Guide consolidates everything onto a single platform, streamlining our workflows and reducing manual effort. This has significantly improved our productivity, allowing us to focus on delivering top-notch service to our clients.

When importing a excel sheet to fieldguide to create samples it can get sometimes buggy where it doesn’t match up right in fieldguide. For example columns and rows don’t match up.

The responsiveness of the Fieldguide team. When an issue or concern is brought up they are always quick to respond and a fix is usually not far behind!

More information (Key number, document title, etc.) would be helpful on the e-mail notifications. Occasionally it can become slow.

Ease of use, ease of transparency, ease of collaboration

Would like to see more automation and integration with other audit frameworks

Ease of Use - anyone can learn and use fieldguide like a pro Organization - everything is easy to find, and logical to its location Collaboration - ease of sharing and collaborating with other uses streamlines the process and keeps everything running smoothly

The only thing I wish was different is I would love to see a static search bar remain at the top of the page for quicker access into other folders.

FieldGuide is very easy to use, multiple users can edit at once!

Minor design limitations and bulk editing

Really good product with a few bugs, but the support teams and williningness to provide flexible services where possible to continue building the product goes a long way.

The software provides a nice interface to exchange documents and notes with auditees/auditors to keep the audit process moving. It's intuitive which avoids confusion when uploading documents and changing task status. The dashboards also provide a nice status summary of audits so both auditees and auditors know the status of fieldwork in real time. Most importantly the software comes with very timely and professional support when there are questions or issues.

The reporting functions are a little over complicated. A feature to simply print to pdf/word report narrations, and tables without creating separate templates would be ideal. There is also a lack of reference points/user guides to help perform import function and generate reports. The guess and check methods of learning what the software will do in certain scenarios in inefficient, and a summary/user guide would be helpful to answer common questions, provide step by step procedures, warnings, FYIs, etc. One major item with importing is its unclear what gets overridden vs. is added in the software in addition, and this makes for a messy setup at time.

The dashboard is really good, I like how it shows all your tasks and what requests are open, ready for review, or changed requested. The look of the tool is very modern and way better than PFX. I prefer working on Fieldguide then PFX.

I've had sometimes the website crash on me when i'm in a documenting and testing the controls. Fieldguide could be more smooth. The editing tools for tagging documents could use a overhaul such as adding more features. For example adobe allows me to add stamps. I wish Fieldguide can do that.

The FieldGuide (FG) software is very intuitive and flexible in terms of configuring it for how we work and conduct our audits. The FieldGuide software has allowed us to standardize the way we perform our audits, thus helping us become more efficient. The FG onboarding/implementation support team has been exceptional. [SENSITIVE CONTENT] and her implementation team were/are awesome. They didn't just provide us with some documentation and say, "call us if you need us." They had a structured onboarding plan and have gone above and beyond to set us up for success!

The application is intuitive and flexible in terms of configuring it for the way we work with our clients. The implementation team was amazing to work with; extremely knowledgeable about the product and best practices.

The metrics offered on the client dashboard could be enhanced to provide more insight on the overall audit progress.

The linkage and mapping in the background which reduces a lot of the administrative work we used to have to deal with.

Handling of tasks (filtering, deleting, addressing, inability to add on certain things)

My experience with Fieldguide and the Fieldguide team has been fantastic. The team has been extremely helpful during our transition. They are very responsive when we have questions and have provided us additional training videos on the fly. They are open to our suggestions and have made several updates based our recommendation. They keep the lines of communication open. They are a delight to work with! Managing our information request list has been so much easier for us and our clients. Our clients are very happy about this. Fieldguide is eliminating the need to make the same update in multiple documents/places. This will allow us to become more efficient and decrease administrative work

Automation capability: I am able to change control verbiage and Fieldguide automatically updates it multiple places. Requests: Using the request feature in Fieldguide has made it very easy to keep track of requests and made communication and follow-up for requests a snap.

Lack of formatting (color, bold, etc.) in sheets however the Fieldguide team is working on this.

Incredibly positive. Their support team is second to none and incredibly responsive, and they seek feedback frequently and often. I see the fruit of that feedback as well in the product.

Redundancy reduction, thoughtful workflows, client integration, process streamlining

Flexible but has its limits, newer features / service offerings continue to mature

I like the ability to manage multiple engagements all in one place. The ability to review and document audit procedures across multiple engagements without logging in to different tools. The ability to review documentation in the application without opening other applications.

Setting up existing reviews with imports and such was a learning curve but have improved since the beginning.

The process was incredibly easy to onboard our clients as well as upload controls, requests, etc. I really like being able to have a conversation within a task/request/document with our client as it does not require back and forth via email/calls and all comments can be found easily in one place.

The only "con" I could think of is I had a bit of trouble when it came to filtering the requests numbers. Often when I logged in they were not in order chronologically.

The product is very user friendly. There are also a lot of functions such as the filtering that make it easy to find what you are looking for.

The only con for this product is that sometimes when scrolling the screen will jump.

Its very user friendly. Its very convenient to test, document and monitor project status through Feildguide

Nothing yet. But the clients have been complain about the document upload process.

The ease of use in using the product to perform various SOC audits for our clients.

I would like to see Fieldguide's chat/comments feature on evidence requests be updated and improved.

This is a great product. I love how easy it is to use and the team has been so helpful in working to ensure the product met our needs.

Easy to use and the automation helps with engagements.

There is a little lag sometimes in workpapers opening.

Great

User friendly, smooth communication between the auditor and client, manages documents well.

Nothing as such, I like field guide and it is improving day by day.

Ease of use, overall workflow, client experience, document and request management

1) Would be nice to have some reporting capabilities that span across all of our clients using form fields or some other metric (e.g. a report of all clients that we identified in a form as having an ISO 27001 or other certification 2) Ability to assign admins at a project level

ability to customize dashboards and that the tasks are available to on page start up

Sometimes hard to find evidence and filtering can cause some headache