PART OF OUR LUMEN CORE SYSTEM
Controls Self-Assessment Form
Collect control assessments through structured, form-based workflows that automatically capture and organise responses: removing the need for spreadsheets and manual consolidation.
Reimagine self-assessments
The Problem: Self-assessment processes are often managed through spreadsheets distributed via email. Responses are returned in different formats, requiring manual collation, version control, and follow-ups — consuming valuable time and introducing risk of error.
The Solution: We replace manual spreadsheets with a structured Microsoft Forms workflow, connected directly to SharePoint. Responses are automatically captured, centralised, and ready for analysis, with no manual intervention required.
Structured, user-friendly assessment forms
Tailored to your questions and controls, we transfer your existing form into Microsoft Forms embedding mandatory responses and branching.
Real-time tracking of submissions and responses
Tracker built into SharePoint showing responders, submitted date, who hasn't responded, as well as a high-level summary of responses.
Key Features of the Self-Assessment Tool
Replace manual audit spreadsheets with intelligent, automated assessment forms integrated directly into your Microsoft 365 workflow.
Automatic capture into a centralised SharePoint database
Responses feed directly in SharePoint with key fields decided by you.
PowerBi Dashboards
As an optional extra, enhance your data with a custom PowerBi dashboard which collates data you find valuable for reporting within your team and to critical stakeholders.
Accelerate your compliance journey
Empower your audit and risk teams with intelligent automation for Microsoft 365. Reduce administrative overhead and gain deeper insights.