Enterprise Author

Enterprise authors use the product template as a base to create and manage enterprise templates that can be shared across all member firms within an enterprise or association. This role allows organizations to maintain a consistent methodology across firms while still enabling localized customization for specific industries, services, or regions.

Responsibilities include:

• Template management: Create, edit, and maintain enterprise templates that member firms use to create engagements.

• Customization and configuration: Adapt workflows, components, and content to reflect the enterprise’s methodology and service-line requirements.

• Testing and deployment: Use dedicated authoring and testing environments to ensure quality and control before releasing updates to firms.

• Version alignment: Track product template updates and apply the latest changes from Caseware to keep enterprise templates current.

To learn more about enterprise authors, refer to Get started – enterprise authors.

For all documentation specific to enterprise authors, refer to the left-side menu under Authoring | Get started | Enterprise authors.