AvePoint Confidence Platform Features
File Management (9)
Video Support
Supports various video file formats
File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Metadata
Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.
Versioning
Keep track of incrementally changing versions of the same file.
Collaboration
Multiple users can collaborate on document creation, annotation, and review.
Portals and Sites
Able to create user portals and sites.
Disposition
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
Search
Can easily find files via a simple and/or advanced search.
Web Interface
Ability to access documents via a web interface without a client being installed on a device.
Collaboration (8)
File following
Allows users to receive updates when files have been updated, added, deleted or moved.
File Sharing
Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.
Simultaneously Editing
Users can work simultaneously on files.
Change Tracking / Audit Logs
Provides an audit log of changes and enables users to revert to a specific version
Activity Tracking
Track and document all activities across devices, networks, and other systems
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Screen Sharing
Digitally share screen view with others
Real Time Editing
Preview and make real-time changes in the web content
Administration (46)
User and Role Management
Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.
Policies and Controls
Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
Device Management
Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely.
Storage Limits
Administer storage limits by user or group
Storage Zones
Choose data center your files should be stored at
Security
Stores and transfers files in secure environment
Calendar Management
Track and manage schedules and meetings via an integrated calendar
File Management
Create, save, and store files
Document Management
Store, manage, and track all electronic documents in a centralized location
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Workflow Management
Create, design and manage workflows for repetitive tasks
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Email Management
Manage, store and organize emails within the system or via third-party apps
Version Control
Track revisions and updates made to files and navigate between different versions
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Task Management
Create, manage and track all task activities and progression
Website Management
Built-in website builder or integration with third-party site
Secure Data Storage
Securely stores data to prevent data loss or breaches
Reporting
Standard and customized report creation to ensure appropriate access rights have been assigned
APIs
Provides appropriate application interfaces to enable custom integrations for unique business requirements
API / Integrations
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
QA Testing
Able to test that event and variable setup are reporting data accurately.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Data Modelling
Tools to (re)structure data in a manner that allows extracting insights quickly and accurately
Recommendations
Analyzes data to find and recommend the highest value customer segmentations.
Workflow Management
Tools to create and adjust workflows to ensure consistency.
Dashboards and Visualizations
Presents information and analytics in a digestible, intuitive, and visually appealing way.
Configurable Workflow
Configure existing workflows to meet your organization's needs
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Workflow Management
Create, design and manage workflows for repetitive tasks
Remediation Management
Identify and orchestrate execution of actions needed to restore systems to optimal conditions
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
Data Storage Management
Manage and store data in a database
Policy Management
Create, manage, and track policies and procedures within an organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Web Threat Management
Incident Management
Manage and track all disruptions and incidents
White-labeling
Allows users to implement their own branding throughout the platform.
Test session reports
Generates detailed reports on test takers’ behavior and potentially suspicious activity.
Dashboard
Includes a dashboard for administrators to view the status of any exam or test-taker.
LMS integrations
Integrates with Learning Management Systems.
Online Tests
Exams administered online via computers or other electronic devices
Platform (9)
Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage
System of Record Integration
Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint
APIs
Enables custom integration to external systems
Internationalization
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage.
System of Record Integration
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.
APIs
Enables custom integration to external systems.
User on/off Boarding (13)
Self Service Access requests
Users can request access to an application and be automatically provisioned if they meet policy requirements
Smart/Automated Provisioning
Automates account/access rights creation, changes and removals for on-premise and cloud apps
Role Management
Establish roles that create a set of authentication rights for each user in the role
Policy Management
Enables administrators to create access policies and applies policy controls throughout request and provisioning processes
Access Termination
Terminate access to multiple applications based on dates
Approval Workflows
Allow business stake-holders/managers to approve or reject requested changes to access via a defined workflow
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Password Management
Generate and store passwords in an encrypted database and assist in retrieving lost or forgotten passwords
Access Management
Control and manage access to company resources
User Maintenance (3)
Self Service Password Reset
Enables users to reset passwords without administrator interaction. Enforces password policies when resetting.
Bulk Changes
Change users and permissions in bulk
Bi-directional Identity Synchronization
Keep identity attributes consistent across applications whether the change is made in the provisioning system or the application
Governance (6)
Identifies and Alerts for Threats
Alerts administrators when inappropriate access occurs
Compliance Audits
Proactively audits access rights against policies
Access Control
Supports LDAP Protocol to enable access control and governance.
Compliance
Supports compliance with PII, GDPR, HIPPA, PCI, and other regulatory standards.
Data Visibility
Similifies data identification to increase visibility and management capabilities
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Metrics (9)
Sessions - Digital Analytics
Accurately measure total web traffic and present data elegantly.
Engagement
Configure and accurately measure an appropriate measure of engagement, such as average session length, page views per session, amount of scrolling, etc.
Entry and Exit Pages
Accurately determine where most people enter your site and where they leave and present data elegantly.
Standard Event Tracking
Software automatically tracks standard user actions.
Custom Event Tracking
Able to set up custom variables to track any user activity on the site.
Retention
Accurately measure bounce rate.
Return
Track user return rates and related metrics.
Conversions
Track what proportion of users convert via a certain action.
Funnels
See how many users proceed down a certain path to conversion.
Reporting (6)
Trending
Report on how any user activity has changed over time.
Retroactive Reporting
Report on user activity in the past and set up predictive models for the future.
Segmentation
Break down a population of users by demographics, sequence actions, time, and able to build custom segments.
Mobile Reporting
Analytic tools are also available for mobile and tablet versions of websites.
Unification Across Devices
Able to unify user data across devices, recognizing returning users.
Custom Reports and Dashboards
Allows users to easily build customized reports and dashboards.
Other (2)
Site Search Reporting
Report on keywords used in internal searches.
Administration Alerts
System can self-monitor critical metrics and alert administrators when they reach concerning levels.
Workflow (19)
Process Automation
Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.
Conditions
The workflow engine provides relevant and customizable conditions on which to execute rules.
Activities
Any action a user can perform in the system can be specified as an automated action.
Records Management
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
Case Management
System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Document Management
Store, manage, and track all electronic documents in a centralized location
Metadata Management
Collect and maintain structured information that describes data or content
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Digital Asset Management
Manage digital assets
Task Management
Create, manage and track all task activities and progression
File Management
Create, save, and store files
Forms Management
Store, manage and track all forms in a centralized location
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Website Management
Built-in website builder or integration with third-party site
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Functionality (19)
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Real-time Sync
Continuously updates backup files to reflect most recent changes and updates.
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Storage Capacity
The ability to store large amounts of data or scale capacity to fit storage needs.
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Remote Backup
Provides remote access dashboards designed to manage and store data from familiar applications.
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Versioning
Keeps track of incrementally changing versions of the same content, data, and files.
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Mobile Backup Application
Users can view and download files from a mobile device.
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Real-time Sync
Continuously updates backup files to reflect most recent changes and updates.
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Storage Capacity
The ability to store large amounts of data or scale capacity to fit storage needs.
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Remote Backup
Provides remote access dashboards designed to manage and store data from familiar applications.
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Versioning
Keeps track of incrementally changing versions of the same content, data, and files.
Data Migration
Migrate data from on-premises or cloud solutions to a separate cloud environment or solution.
Data Variety
Be compatible with a variety of data types for migration.
Alerts and Logging
Send alerts for migration failures, and log migration processes to show possible root causes for failures.
Data Replication
Copy and store the same data in multiple locations.
Cloud Recovery
Provide failover and recovery capabilities for cloud data and systems.
Prior State Recovery
Recover systems and infrastructure to a like state as before failure.
Recovery Automation
Provide both manual and automatic recovery capabilities.
Replication
Replicate data and infrastructure in real time on a separate system for immediate, seamless failover.
Backup and Recovery
Create backups and provide methods to recover deleted/lost data
Data Replication
Process of copying and storing data in more than one site or node
Compatibility (9)
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Local Backup
The ability to store information locally on a hard drive or similar device.
Automatic Backup
Data is backed up automatically to prevent data loss
Cloud Backup
Process of backing up of files and applications to cloud-based remote servers for protection of data
Document Storage
Store and organize documents in a centralized system
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SaaS Application Variety
Backup support for multiple, different software as a service (SaaS) applications
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Storage Formats
The ability to store multiple types of file formats or convert files to proper format.
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File Formats
The ability to store repair or recover multiple file formats or convert files to proper format.
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Partitions
The ability to find lost or corrupted files stored in various locations.
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Mobile
Support for recovering or repairing files from mobile devices.
Management (29)
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File Sharing
Gives users the abilitity to access or send backup files stored online.
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Security Standards
The ability to set standards for asset and risk management.
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Encrypted Storage
Provides some level of encryption of data in transit and sensitive data while it lives online.
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File Sharing
Gives users the abilitity to access or send backup files stored online.
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Security Standards
The ability to set standards for asset and risk management.
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Encrypted Storage
Provides some level of encryption of data in transit and sensitive data while it lives online.
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Backup
The ability to sync files or store data prior to corruption or loss.
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Storage
The ability to store files at any point for future access.
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File Scan
Can san devices or hardware to discover problematic files.
Backup and Recovery
Offer backup and/or recovery options for data being migrated to the cloud.
Integration Variety
Integrates with a variety of sources and/or migration targets.
Access and Security
Maintain user access and security features associated with pre-migrated data in the post-migration environment.
Real time Monitoring
Real-time view and status of every component in the cloud environment.
Local Management
Allow businesses to locally manage what, how, and where data and systems are restored.
Infrastructure Compatibility
Be compatible with a variety of on premise, cloud, and/or virtual infrastructure.
Solution Integration
Integrate with other management, resilience, and backup solutions.
Real-Time Analytics
Track data and system backups, replication, and failover events.
Data Management
Ability to handle large datasets
Policy Management
Create, manage, and track policies and procedures within an organization
Incident Management
Manage and track all disruptions and incidents
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Business Glossary
Lets users build a glossary of business terms, vocabulary and definitions across multiple tools.
Data Discovery
Provides a built-in integrated data catalog that allows users to easily locate data across multiple sources.
Data Profililng
Monitors and cleanses data with the help of business rules and analytical algorithms.
Reporting and Visualization
Visualize data flows and lineage that demonstrates compliance with reports and dashboards through a single console.
Data Lineage
Provides an automated data lineage functionality which provides visibility over the entire data movement journey from data origination to destination.
Data Visualization
Graphical representation of data
Security (3)
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Encryption
Can decipher some level of file encryption.
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Data Protection
Secures data and files stored after recovery or repair.
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File Deletion
Ensures complete file deletion upon request.
User Analysis (2)
Real-Time Data
Receive data and information in real time
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Walkthrough Type (2)
Audio-visual Walkthroughs
Supports audio and video-based walkthroughs.
Text Bubble Walkthroughs
Supports text bubble walkthroughs.
Compliance (5)
Sensitive Data Compliance
Supports compliance with PII, GDPR, HIPPA, PCI, and other regulatory standards.
Training and Guidelines
Provides guidelines or training related to sensitive data compliance requirements,
Policy Enforcement
Allows administrators to set policies for security and data governance
Compliance Monitoring
Monitors data quality and send alerts based on violations or misuse
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Security (15)
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Data Protection
Transform or encode data before being moved to the cloud.
Access Control
Authenticates and authorizes individuals to access the data they are allowed to see and use.
Roles Management
Helps identify and manage the roles of owners and stewards of data.
Compliance Management
Helps adhere to data privacy regulations and norms.
Deletion Management
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Process Management
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Metadata Management
Collect and maintain structured information that describes data or content
Role-Based Access Control
Assigns access based on user roles and policy rules.
Threat Detection Alerts
Sends alerts on unauthorized access or app misconfigurations.
Compliance Monitoring
Tracks regulatory compliance across SaaS applications.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Platform Basics (3)
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Management
Helps manage users and allows administratives to restrict user access
Monitoring
Allows users to monitor potential outages, breaches, and security issues within the platform
Platform Data (4)
Dashboard
Has a centralized dashboard for users to interact with
License Information
Provides Office 365 licensing information, such as user access information and license expiration information
Storage Insights
Provides granular reporting into the amount of storage available within Office 365
Alerts and Notifications
Offers personalized notifications and alerts when security issues arise
Platform Additional Functionality (3)
Cloud
Provides a cloud based version of the platform
Security and Authentication
Lets administraters set specific authentification methods and password strength requirements
Bulk User Management
Allows bulk changes related to licenses, user permissions, and group configurations
Assessment delivery (6)
Question variety
Enables instructors to develop assessments with a variety of question types, such as multiple-choice and short answer.
Real-time assessment
Displays real-time student responses to questions an instructor asks during a live class or event.
Pre-made content
Provides users with a pre-built library of usable content or questions.
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Weighted Questions
Assign weighting to individual test questions according to the level of importance
Skills Assessment
Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
Grading and reporting (6)
Automated grading
Automates grading of student assessments.
Gamification
Contains gamification tools, including but not limited to badges, leaderboards, and point scoring.
Analytics dashboard
Contains analytics dashboards to visualize student assessment results.
Reporting
Provides detailed reports centered around student performance.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Preparation (2)
Identity verification
Provides functionality to verify the identity of each test taker.
Browser lockdown
Locks down test takers’ browser during testing sessions to prevent accessing other applications or browser windows.
Monitoring (5)
Video recording
Enables recording of webcam video during a test takers’ session for later review by a testing administrator.
Violation Tracking
Identify and flag system, guidelines, or branding violations/suspicious behavior by users, customers, vendors, or partners.
Live proctors
Provides option to have a live remote human proctor for an exam session.
Screen Recording
Record and save a video file of what is happening on a computer screen
Multi-Screen Recording
Simultaneously record webcam and screen
Maintainence (3)
Data Quality Management
Defines, validates, and monitors business rules to safeguard master data readiness.
Policy Management
Allows users to create and review data policies to make them consistent across the organization.
Data Storage Management
Manage and store data in a database
Generative AI (1)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Policy Management - Digital Communications Governance (2)
Communications Policies Enforcement And Tracking
Aids in communications policies enforcement
Customizable Policy Templates
Provides customized policy templates to fit into organization's requirements
Surveillance - Digital Communications Governance (1)
Alert System To Identify And Address Violation Of Policies
Aids to keep policies in control
Analytics and Reporting - Digital Communications Governance (2)
Tools To Analyze Communication Trends And Patterns
Helps organizations to identify the communication patterns
Compliance Metrics
Provides features for performance and efficiency
Compliance Management - Digital Communications Governance (2)
Legal Requirements
Makes retention policies comply with legal and regulatory requirements
Regulations Change Updates
Keeps the department updated on any changes in regulations
Analytics - Digital Adoption Platform (4)
Analytics
Manages user interactions and analyzes user behavior data within the software or application.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Real-Time Analytics
Analyze and gain insights into data in real-time
Functions - Digital Adoption Platform (3)
Customer self-service
Supports self-service features like troubleshooting, form completion, or knowledge base access.
In-app guidance
Provides in-app guidance on company-specific tools and workflows for onboarding.
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
App Management (22)
App Usage Monitoring
Tracks SaaS application usage by user, team, and department.
Custom Workflows
Enables creation of tailored automations for IT and admin tasks.
Shadow IT Discovery
Identifies both sanctioned and unsanctioned SaaS applications in the environment.
Centralized Management Console
Offers a unified interface for managing licenses, users, and applications.
Onboarding & Offboarding Automation
Automates workflows for provisioning and deprovisioning user access.
Email Management
Manage, store and organize emails within the system or via third-party apps
Spend Management
Track the amount of money spent on a certain product or with a certain supplier
Inventory Management
Track and manage inventory levels to maintain proper supply
Workflow Management
Create, design and manage workflows for repetitive tasks
SaaS Operations Management
Manage and optimize an organization’s use of SaaS applications.
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Contact Management
Manage, organize, and store contact information
Task Management
Create, manage and track all task activities and progression
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Contract/License Management
Track, store, and access client contracts or licenses
License Management
Track and organize the number of licenses available to the organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
AI Features (2)
Auto-fill Custom App Details
Populates custom app metadata using AI.
AI Assistant
Provides real-time answers to questions about licenses, apps, and usage.
Spend Management (4)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Status Tracking
Track the status over time for a request, process, asset, or transaction
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Budgeting/Forecasting
Create budgets based on historical data and future projections
Agentic AI - Office 365 Management (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Digital Analytics (1)
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Salesforce AppExchange Apps (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Cloud Content Collaboration (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Agentic AI - Data Governance (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Active Directory Integration
Integrates with Active Directory
Agentic AI - SaaS Backup (3)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - File Recovery (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Online Backup (4)
Adaptive Learning
Improves performance based on feedback and experience
Microsoft Outlook Integration
Active Directory Integration
Integrates with Active Directory
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Disaster Recovery (2)
Intrusion Detection System
Identify and alert about security breaches by third parties
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Agentic AI - Digital Adoption Platform (3)
Asynchronous Learning
Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
Self-paced Learning
Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge
Agentic AI - SaaS Management Platforms (SMP) (5)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Accounting Integration
Integrate with a third-party accounting system
Discovery & Classification - Data Security Posture Management (DSPM) (3)
Continuous real‑time monitoring
Provide real‑time visibility into data exposures and activities.
Discover & classify sensitive data
Automatically scan across cloud, SaaS, on‑prem environments to locate and tag sensitive data.
Custom classification support
Allow business‑specific or regulatory data labels beyond default frameworks.
Risk Prioritization - Data Security Posture Management (DSPM) (3)
Detect excessive entitlements & toxic combinations
Identify over‑permissioned users, roles, or accounts in combination with misconfigurations.
Compliance posture assessment
Assess data risks against regulatory frameworks and internal policies.
Risk‑based exposure scoring
Prioritize findings based on data sensitivity, exploitability, and business impact.
Remediation & Governance - Data Security Posture Management (DSPM) (3)
Guided remediation actions
Provide context‑aware recommendations for fixing exposures (e.g., revoke access, encrypt, misconfiguration remediation).
Integration with enforcement tools
Integrate with CSPM, CIEM, SOAR, SIEM for automated policy enforcement.
Track remediation progress & trends
Monitor posture over time and track remediation efforts.
Additional Functionality (421)
Encryption
Convert data into a code for security
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Data Loss Prevention
Safeguard confidential data and meet compliance regulations
API
Application programming interface that allows for integration with other systems/databases
Secure Data Storage
Securely stores data to prevent data loss or breaches
VM Backup
Copying of data on a virtual machine (VM) in a VMware environment to prevent data loss
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Risk Analysis
Analyze potential risks across the organization
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Security Auditing
Systematic evaluation of the security of a company's overall security system and situation
Continuous Backup
Backup of computer data automatically saving a copy of every change made to that data
Deduplication
Data compression technique for eliminating duplicate copies of repeating data
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Continuous Monitoring
Conduct tracking and assessment of application and device behavior without breaks or interruptions
Sensitive Data Identification
Identify sensitive or personal information collected from users
Business Impact Analysis
Predicts the consequences of disruption to a business function.
Business Continuity Exercising
Scenario-based process that test the validity of business continuity plans and procedures.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Secure Data Storage
Securely stores data to prevent data loss or breaches
User Defined Attributes
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Active Directory Integration
Integrates with Active Directory
Secure Login
At least a username and password is required to access the system
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Event Logs
A chronological record of actions or occurrences within a network, software, or process
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Risk Assessment
Initiate collection and analysis of known risks
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Biometrics
Identify or authenticate a person's identity through biological data such as fingerprints or facial patterns.
Security Auditing
Systematic evaluation of the security of a company's overall security system and situation
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Data
Receive data and information in real time
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Customizable Reports
Alter the layout and content of reports
Risk Analysis
Analyze potential risks across the organization
Personally Identifiable Information Protection
Prevent unauthorized access to personally identifiable information
Data Discovery
Discover and connect variety of data sources to the application for analysis
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Remote Wipe
Remotely delete data from devices without needing physical access
Risk Analysis
Analyze potential risks across the organization
Insider Threat Protection
Prevent malicious actions by individuals connected to the organization, such as current and past employees, contractors, or associates
Anti Virus
Prevents, detects and removes malware
Whitelisting/Blacklisting
Control system access and/or deliverability for applications and email addresses
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Watermarking
Add a digital mark to show ownership of an image, video, document, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Security Auditing
Systematic evaluation of the security of a company's overall security system and situation
API
Application programming interface that allows for integration with other systems/databases
Ransomware Protection
Protects systems from ransomware attacks and mitigates attack risks
Multi-Factor Authentication
Request two or more credentials to prove user's identity before granting access to systems
Automatic Backup
Data is backed up automatically to prevent data loss
Multi-Device Support
Support multiple types of devices
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Real-Time Analytics
Analyze and gain insights into data in real-time
Secure Data Storage
Securely stores data to prevent data loss or breaches
Data Recovery
Ability to restore deleted, hidden, or lost data from an email server/system
Activity Tracking
Track and document all activities across devices, networks, and other systems
External Storage Device Blocking
Restrict data transfer to and from external storage systems such as USB and disk drives
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
File Quarantining
Isolate suspicious files to prevent harm to computer systems
Disaster Recovery
Plan and implement business continuity measures in case of unforeseen events
Intellectual Property Protection
The process of discovering content on the web that is same or similar to logos, trademarks or other proprietary content
Alerts/Escalation
System alerts about the need to escalate an issue or request
Risk Assessment
Initiate collection and analysis of known risks
Sensitive Data Identification
Identify sensitive or personal information collected from users
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Risk Alerts
Notifying as a warning or reminder of a potential or imminent hazard
Data Classification
Grouping log entries based on similar attributes.
Data Replication
Process of copying and storing data in more than one site or node
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
File Transfer
Move files across different systems or networks
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Content Library
Provides users with a pre-built library of useable content.
Customizable Reports
Alter the layout and content of reports
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Single Sign On
Allow users to access multiple services after entering their login credentials once
Email Distribution
Live Results Sharing
Present live poll results to audience
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Test/Quiz Creation
Create or build customized tests and quizzes
Progress Reports
Document and report the progress of ongoing projects
Content Sharing
Digitally share pre-made materials and self-created content with others
Multi-User Collaboration
Two-way actions and communication between multiple users in real time
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Certification & Licensing
Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders
Email Reminders
Reminders sent via email
Payment Processing
Accept, record, and reconcile financial transactions
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Skill Testing
Activity Tracking
Track and document all activities across devices, networks, and other systems
Text to Speech
Turns text into natural sounding speech
Pre-Employment Testing
Assessing skills & knowledge of job candidates
Skills Tracking
Track employee skills, competencies, training & qualifications
API
Application programming interface that allows for integration with other systems/databases
Proctoring
Customizable Branding
Add customized logos and colors to align with company branding
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Secure Data Storage
Securely stores data to prevent data loss or breaches
Assessment Management
Creation, administration, and evaluation of assessments or tests
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Version Control
Track revisions and updates made to files and navigate between different versions
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
Summary Reports
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Data Import/Export
Import and export data to and from software applications
Randomization
Randomize the displayed order of questions and answer options
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Automated Proctoring
Automate exam monitoring with features like facial recognition and screen sharing tracking to prevent impersonification and cheating
Student Portal
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Email Alerts
Receive and/or send email notifications for urgent updates, requests, or other information
Offline Tests
Exams that can be administered on a device without connection to the internet
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Scheduling
Plan availability and assign specific time slots for tasks and resources
Quizzes
Brief assessments used to measure knowledge and skills
Candidate Management
Build, track, and maintain relationships with candidates
Time Limits
Set time limits with respect to the entire exam or as per the questions
Question Branching
Survey design technique that directs respondents to different questions based on their previous answers
Multi-Language
Manage and support multiple languages
Lock Down
Lock down student devices once an exam is downloaded and opened
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Customizable Fields
Customize data fields to support various needs and use cases
Learning Management
Organize and track educational activities
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Course Authoring
Developing custom training courses for educating employees or for teachers to create courses for their students
Mobile Access
Access software remotely via mobile devices
Online Tests
Exams administered online via computers or other electronic devices
Test Scheduling
Schedule students for online testing
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Self-paced Learning
Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Student Management
Database of students to track personal information of individuals and families
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Test/Quiz Creation
Create or build customized tests and quizzes
Time Limits
Set time limits with respect to the entire exam or as per the questions
Multi-Language
Manage and support multiple languages
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Import/Export
Import and export data to and from software applications
Video Conferencing
Connect with meeting participants remotely over video
Corporate/Business
Software specialized for corporate use
Lock Down
Lock down student devices once an exam is downloaded and opened
Test Scheduling
Schedule students for online testing
Live Proctoring
Test-takers are monitored in real-time by a human proctor via web camera, session recording, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Auditing
Examine established processes and records to ensure accuracy, compliance, and policy adherence
Academic/Education
Software specialized for schools (K-12 & Post-Secondary)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Biometric Recognition
Facial or other physical recognition to confirm identity
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Live Chat
Ability to chat online in real time
Website Accessibility Tools
Tools that fix/remediate issues or optimize site elements to improve accessibility for visitors with disabilities or unique needs
Multiple Authentication Methods
Authenticate user identities through different methods such as ID cards, PINs, passwords, RFID, and biometrics
Automatic Grading
Automatically score assessment results
Data Security
Protect sensitive data for digital privacy
Text Similarity Detection
Detection of text similarities within a document, file, or online content when compared to other existing sources
Mobile Access
Access software remotely via mobile devices
Data Import/Export
Import and export data to and from software applications
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Audio/Video Conferencing
Audio/Video Conferencing
Content Library
Centralized repository to store content and assets
Mobile Access
Access software remotely via mobile devices
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Prioritization
Arrange tasks based on the level of priority or urgency
Customizable Branding
Add customized logos and colors to align with company branding
Commenting/Notes
Leave comments and notes on documents for others to view
Chat/Messaging
Communicate using direct chat or messages within the system
Configurable Workflow
Configure existing workflows to meet your organization's needs
Electronic Signature
Digitally sign online documents
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Single Sign On
Allow users to access multiple services after entering their login credentials once
Task Planning
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Encryption
Convert data into a code for security
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Task Scheduling
Track and manage the scheduling of tasks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Content Publishing Options
Facilitates online authoring and publishing of the content
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Task Management
Create, manage and track all task activities and progression
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
In-App Training
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Gamification
Games or game-like elements to track progress and reward accomplishments
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Customizable Fields
Customize data fields to support various needs and use cases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Reports
Alter the layout and content of reports
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Launch Management
Content Library
Centralized repository to store content and assets
API
Application programming interface that allows for integration with other systems/databases
User Onboarding
Guide new users to understand and become proficient in using a product or service
Customizable Branding
Add customized logos and colors to align with company branding
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Data Quality Control
Establish guidelines about how much and what kind of data can be stored in the repository
Data Import/Export
Import and export data to and from software applications
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Self Service Tools
Survey/Poll Management
Create and administer polls and surveys
Learning Management
Organize and track educational activities
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Interactive Content
Allow the audience to interact or engage with the content
Activity Tracking
Track and document all activities across devices, networks, and other systems
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Training Management
Track employee/learner's progression through training programs
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Content Creation
The ability to create unique content
Content Library
Centralized repository to store content and assets
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Information Governance
Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Indexing
Compile and organize data into specific metrics
Filtering
Find & retrieve relevant data or documents
Electronic Signature
Digitally sign online documents
Version Control
Track revisions and updates made to files and navigate between different versions
Mobile Access
Access software remotely via mobile devices
Document Storage
Store and organize documents in a centralized system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Single Sign On
Allow users to access multiple services after entering their login credentials once
Image Editing
Edit, touch up, and convert images for publishing
Customizable Branding
Add customized logos and colors to align with company branding
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Document Review
Review and analyze existing information across documents
Activity Tracking
Track and document all activities across devices, networks, and other systems
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Secure Data Storage
Securely stores data to prevent data loss or breaches
Configurable Workflow
Configure existing workflows to meet your organization's needs
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Secure Login
At least a username and password is required to access the system
Content Delivery
Distributing content through various platforms or channels
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Mobile Capture
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Templates
Sample files or documents that could be customized as needed or used as is
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Data Migration
Move from one database to another, or upgrade the version of database software being used
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Single Sign On
Allow users to access multiple services after entering their login credentials once
Customizable Reports
Alter the layout and content of reports
Data Profiling
Examines, analyzes, and organizes data to create relevant summaries or graphs.
Authentication
Verify the identity of users/devices to enable secure access
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Secure Data Storage
Securely stores data to prevent data loss or breaches
Data Security
Protect sensitive data for digital privacy
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Risk Assessment
Initiate collection and analysis of known risks
Data Mapping
Track the management and flow of data throughout the organization
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Multiple Data Sources
Allows users to manage data from a number of sources
Document Storage
Store and organize documents in a centralized system
API
Application programming interface that allows for integration with other systems/databases
Activity Tracking
Track and document all activities across devices, networks, and other systems
Automatic Backup
Data is backed up automatically to prevent data loss
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Real-Time Data
Receive data and information in real time
Spend Analysis
Review and uncover trends in spending activity
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Member Accounts
Accounts held by members of an organization
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Customizable Branding
Add customized logos and colors to align with company branding
Data Visualization
Graphical representation of data
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Single Sign On
Allow users to access multiple services after entering their login credentials once
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Real-Time Analytics
Analyze and gain insights into data in real-time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
API
Application programming interface that allows for integration with other systems/databases
Remote Synchronization
Helps in synchronizing files and folders from remote servers or computers
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Real Time Synchronization
Files and folders are updated in real-time when changes/edits are made
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
API
Application programming interface that allows for integration with other systems/databases
Single Sign On
Allow users to access multiple services after entering their login credentials once
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Version Control
Track revisions and updates made to files and navigate between different versions
Customizable Branding
Add customized logos and colors to align with company branding
Synchronization Scheduling
Create a schedule when files and folders are synchronized
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Secure Login
At least a username and password is required to access the system
Backup and Recovery
Create backups and provide methods to recover deleted/lost data
Data Recovery
Ability to restore deleted, hidden, or lost data from an email server/system
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Conflict Tracking
Detects conflicts in the latest version when multiple users are editing a file at the same time
Authentication
Verify the identity of users/devices to enable secure access
Mobile Access
Access software remotely via mobile devices
Chat/Messaging
Communicate using direct chat or messages within the system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Commenting/Notes
Leave comments and notes on documents for others to view
Activity Tracking
Track and document all activities across devices, networks, and other systems
Two-Way Synchronization
Synchronization process that copies files in both directions to reconcile changes as needed
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Encryption
Convert data into a code for security
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
File Transfer
Move files across different systems or networks
Single Sign On
Allow users to access multiple services after entering their login credentials once
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Filtering
Find & retrieve relevant data or documents
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multiple Data Sources
Allows users to manage data from a number of sources
Metadata Management
Collect and maintain structured information that describes data or content
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Multimedia Archiving
Archiving documents of different digital mediums
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Customizable Reports
Alter the layout and content of reports
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Content Library
Centralized repository to store content and assets
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Secure Data Storage
Securely stores data to prevent data loss or breaches
Data Import/Export
Import and export data to and from software applications
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Data Migration
Move from one database to another, or upgrade the version of database software being used
Disaster Recovery
Plan and implement business continuity measures in case of unforeseen events
Automatic Backup
Data is backed up automatically to prevent data loss
Multi-Location
Manage and support multiple locations
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Document Management
Store, manage, and track all electronic documents in a centralized location
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Recovery
Ability to restore deleted, hidden, or lost data from an email server/system
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Customizable Branding
Add customized logos and colors to align with company branding
Web Archiving
Gathering, storing and preserving data found on the World Wide Web
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Data Storage Management
Manage and store data in a database
User Interface
A visual way of interacting with a computer using items such as windows, icons, and menus, used by most modern operating systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multiple Format Support
Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Tracking
Track and document all activities across devices, networks, and other systems
Document Storage
Store and organize documents in a centralized system
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Indexing
Compile and organize data into specific metrics
Match & Merge
Looking at data from different sources and finding possible duplicates, or identical matches
Version Control
Track revisions and updates made to files and navigate between different versions
Active Directory Integration
Integrates with Active Directory
File Management
Create, save, and store files
eDiscovery
Finding, identifying and collecting information for legal proceedings
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Storage Management
Store items for a designated period of time
Records Management
Ability to record, store, update, and retrieve information
Data Retention Management
Manage/customize policies to organize data and determine where data should be stored or archived and for how long.
Full Text Search
Search for specific words or phrases within a document or database
Digital Asset Management
Manage digital assets
Technology Glossary Features
View definitions of the features and discover new technology terms.
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