01
Kickoff & scope
Insight Assurance
Engagement letter, scoping, and a kickoff meeting to set expectations.
Your team
Share your client information packet and confirm which systems are in scope.
Our process
A clear path from kickoff to final report
Five stages. Always clear who does what, and what comes next.
02
Planning
Insight Assurance
We build the audit plan, schedule the sessions, and send the meeting invites.
Your team
Give us access to where your evidence lives and confirm your key contacts.
03
Fieldwork
Insight Assurance
We review your evidence and run interview sessions with your team.
Your team
Provide evidence and make your people available for interviews.
04
Findings & remediation
Insight Assurance
We walk you through our findings and what each one means.
Your team
Address findings during the remediation period.
05
QA & report
Insight Assurance
Audit documentation, a QA review, and a technical review, then the draft report.
Your team
Review the draft with us and receive your final report.
