Bonterra Deed Features
Platform (68)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Integration APIs
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.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Training Management
Track employee/learner's progression through training programs
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Orientation Workflow Management
Create orientation programs for new employees or students
Task Management
Create, manage and track all task activities and progression
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Mobile Access
Access software remotely via mobile devices
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Assessment Management
Creation, administration, and evaluation of assessments or tests
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Initiative Management
Create and manage internal campaigns to improve company culture or business strategy.
Workflow Management
Create, design and manage workflows for repetitive tasks
Community Management
Enable students, customers or employees to engage with each other in a particular space online or offline
Employee Referral Management
Manage and track employee referrals for open job positions
Candidate Management
Build, track, and maintain relationships with candidates
Workflow Management
Create, design and manage workflows for repetitive tasks
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Advertising Management
Manage advertising space and its sales within your network or publication
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Email Management
Manage, store and organize emails within the system or via third-party apps
Job Management
Manage and track all job information and associated tasks
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
File Management
Create, save, and store files
Job Management
Manage and track all job information and associated tasks
Data Storage Management
Manage and store data in a database
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Job Application Management
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Competency Management
Catalog, manage, and develop employee skill sets
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Evaluation Management
Create, share, and manage the distribution of job descriptions/duties
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Basics (6)
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Data (4)
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Visualization
Contains tools to visalize data sets or workflows
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Dashboard
Has a centralized dashboard for users to interact with
Dashboard
Has a centralized dashboard for users to interact with
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Alerts and Notifications
Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.
Additional Functionality (71)
Cloud
Provides a cloud based version of the platform
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Mobility
Is accessible from a mobile device and by users on the go.
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Dashboard
Has a centralized dashboard for users to interact with
Cloud
Provides a cloud based version of the platform
Mobility
Is accessible from a mobile device and by users on the go.
Real-Time Reporting
Active reporting of data and metrics
Customizable Branding
Add customized logos and colors to align with company branding
Rewards Program
Point or incentive based programs loyalty programs designed to increase customer engagement
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Social Engagement
Process of communicating with an online community and measuring the effectiveness of activity
Chat/Messaging
Communicate using direct chat or messages within the system
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Customizable Reports
Alter the layout and content of reports
Commenting/Notes
Leave comments and notes on documents for others to view
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Gamification
Games or game-like elements to track progress and reward accomplishments
Real-Time Data
Receive data and information in real time
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Scoring
Automatically calculate score after the assessment
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Online Payments
Accept and process online payment transactions
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Environmental Compliance
Guidelines for conforming to environmental laws, regulations and requirements
Event Management
Schedule and manage the logistics of activities and other gatherings
Donation Tracking
Track and view detailed financial donation history made by contacts and members
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Auction Management
Allows businesses to create and manage auctions.
Donation Disbursement Management
Manages money being paid out from specific funds
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Budget Management
Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
Electronic Forms
Digital forms that are shared and accessed online
Attendance Management
Manage attendance for classes, shifts, meetings, or events
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Group Management
Organize and edit a group of people's policy and members
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Member Communication
Contact members listed in the database through email, SMS, social, phone, etc.
Impact Measurement
Collect data to measure/track the positive impact an organization, nonprofit, or program has on social, environmental, or other groups.
Volunteer Management
Manage volunteer information and direct volunteer resources
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Impact Management
Analysis of impact/effect on IT services and other business processes
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Fundraising Campaign Tracking
Track the performance of fundraising campaigns.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Fundraising Campaign Management
Create a collection of fundraising actions to complete specific goals and plan and analyze the results of campaigns
Action Item Tracking
Track the status of discussed/agreed tasks
Grant Management
Monitor application statuses, proposals and award funds
Volunteer Recruiting
Advertise volunteer opportunities and recruit new volunteers
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Contribution Tracking
View donor contribution history, track how much money have been raised over time and measure progress
Fundraising Management
Activities related to raising money for a specific cause
Online Giving
Outlet for members and visitors to submit donations electronically
Relief Fund Management
Management of emergency and disaster relief funds
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Reporting/Project Tracking
Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
Donation Matching
Allows companies to match the donation given by their employees
Donation Management
Track/record financial donations made by members, along with the issuance of tax receipts/documents
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Sustainability Management
Manage and monitor compliance with government regulations on environmental standards
Content (1)
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File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Platform Basics (2)
Reporting & Dashboards
Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
Platform Content (4)
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Employee Pulse Surveys
Distribute short, customizable culture-focused surveys or polls to employees to measure the various factors of employee engagement, including job, environment, and pay satisfaction.
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Survey Customization
Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.
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Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Platform Additional Functionality (6)
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Employee Segmenting
Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.
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Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
Social Feedback Portal
Communicate with team members and managers through a built-in customizable web portal. Users can communicate 1 on 1 with each other, and can ask questions, share frustrations, and make suggestions with varying degrees of anonymity.
Employee Portal
Online portal where employees can access and track their own information
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Peer-to-Peer Recognition
Allows employees to praise one another in a social network-like feed visible to the whole organization
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