Naverisk Features
Inventory Management - Remote Monitoring & Management (RMM) (7)
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Device Management
Unifies endpoint management of employee devices
Asset Management
Maintains detailed records of network assets and their activity; detects new assets accessing the network
ITIL Policy Compliance
Supports implementation and adherence to ITIL processes and regulations
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Task Management
Create, manage and track all task activities and progression
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Mobile Device Management
Control, secure and enforce policies on mobile devices such as smartphones, tablets etc.
Monitoring and Management (21)
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Remote Monitoring
Monitor IT asset activity remotely from an administrator terminal.
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Asset Tracking
Tracks IT assets and financial data.
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Application Deployment
Releases applications for access on desktop or mobile devices.
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Patch Management
Automates the updating of security measures on enterprise devices.
Asset Tracking
Tracks IT assets including financial and lifecycle data.
Deployment Management
Manage the processes involved when making the application ready for use
Policy Management
Create, manage, and track policies and procedures within an organization
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
IT Incident Management
Manage incidents related to outages or breaches in functionality of IT systems
Remediation Management
Identify and orchestrate execution of actions needed to restore systems to optimal conditions
Support Ticket Management
Allow customers/users to submit support queries and service requests
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Activity Tracking
Track and document all activities across devices, networks, and other systems
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Inventory Management
Track and manage inventory levels to maintain proper supply
Contract/License Management
Track, store, and access client contracts or licenses
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Network Monitoring
Tracks and makes accessible data on the health of servers and other network components.
Server Monitoring
Continuously scan servers on a designated network to monitor health and search for any irregularities or failures
Server Monitoring
Continuously scan servers on a designated network to monitor health and search for any irregularities or failures
Network Monitoring
Tracks and makes accessible data on the health of servers and other network components.
IT Operations & Workflow - Remote Monitoring & Management (RMM) (1)
Workflow Management
Enables creation and optimization of workflows for IT support and service delivery
Service Management (5)
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Remote Access
Controls access to legacy applications, web based applications, networks resources while employees are outside the local area network.
Service Management (Issue Prioritization)
Analyzes operational data to proactively identify and prioritize IT issues.
Ticketing
Provides tools for creating and managing support tickets across departments
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Customer Management (4)
Customer Profiles
Maintains a central repository of customer information and communications.
Sales
Identify sales opportunities and manage leads pipelines by customer or region.
Marketing
Create and manage marketing campaigns and track their performance
Client Portal
Provides a portal for clients to view project progress, budgets, resources, project documents, etc.
Project Management (8)
Project Planning
Generate plans that define tha main activities and resources needed for a project
Project Tracking
Monitor the progress or all tasks and activities that are part of a project
Resource Definition
Contains library of skills and resources to allow project managers to find and assign to projects.
Resource Management
Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Project Time Tracking
Measure time to completion or hours worked for projects
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Accounting (10)
Revenue Recognition
Automate revenue recogniton by project, portfolio, or milestone and deliverable.
Invoice Management
Ability to create and send electronic invoices, including templates that can be customized/branded.
Payments
Accepts multiple types of payments from clients and match with invoices.
Project Accounting
Deliver features to track and manage costs and revenues by project.
Budget Tracking
Enables accountants and project managers to track and manage budgets.
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Activity Tracking
Track and document all activities across devices, networks, and other systems
Billable Items Tracking
Track the list of items required to be billed/invoiced to clients
Document Management
Store, manage, and track all electronic documents in a centralized location
Multiple Projects
Ability to handle several projects simultaneously
Portfolio Management (4)
Portfolio Definition
Define multiple types of portfolios for projects, programs, and services.
Portfolio Performance
Monitor the performance of different types of portfolios and programs.
Risk
Identify risks that may negatively impact the performance of a portfolio of projects.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Analytics (4)
Forecasting
Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
Reporting
Access pre-built and custom reports and dashboards that can be configured by users.
KPIs
Include business and financial KPIs that are specific to project and portfolio management .
Real-Time Reporting
Active reporting of data and metrics
Administration (11)
Standard Integrations
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.
Access Management
Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.
Email Management
Manage, store and organize emails within the system or via third-party apps
Workflow Management
Create, design and manage workflows for repetitive tasks
Task Management
Create, manage and track all task activities and progression
Portfolio Management
Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Timesheet Management
Track the amount of time spent on a job or task
Accounting Integration
Integrate with a third-party accounting system
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Platform (5)
APIs
Provide Application Programming Interfaces (APIs) to 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.
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 to an action they took.
Mobile
Allows software to be easily used on multiple mobile devices including phones and tablets.
Offline Access
Ability to create and access tasks, transactions and reports while not connected to internet.
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Proposal Generation
Create proposals based on costs of labor and materials
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Artificial Intelligence - Professional Services Automation (3)
Predictive Forecasting
Predicts project profitability, revenue, and resource utilization based on historical data and current trends.
Smart task suggestions
Gives task and resource allocation suggestions based on project context.
Automated workflows
Automates time-tracking, invoicing, and expense reporting.
Agentic AI - Remote Monitoring & Management (RMM) (9)
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
Proactive Assistance
Anticipates needs and offers suggestions without prompting
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 - Professional Services Automation (2)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Additional Functionality (54)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Quotes/Estimates
Generate quotes or estimates for customers
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Fields
Customize data fields to support various needs and use cases
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
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
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Project Templates
Pre-designed project plans that can be customized
Task Scheduling
Track and manage the scheduling of tasks
Real-Time Data
Receive data and information in real time
Document Storage
Store and organize documents in a centralized system
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Build Automation
Writing code or scripts to automate repetitive tasks, streamline processes, and increase efficiency within an IT environment
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Scheduling
Plan availability and assign specific time slots for tasks and resources
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Endpoint Protection
Protect users working remotely and provide secure environments for personal devices to access company programs
API
Application programming interface that allows for integration with other systems/databases
Real-Time Reporting
Active reporting of data and metrics
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Anti Virus
Prevents, detects and removes malware
Security Tools
Includes firewalls, intrusion detection, and network-based antivirus programs to provide security against online threats
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Event Logs
A chronological record of actions or occurrences within a network, software, or process
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Real-Time Analytics
Analyze and gain insights into data in real-time
Backup and Recovery
Create backups and provide methods to recover deleted/lost data
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Real-Time Updates
Receive system updates as soon as any changes are made
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
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Task Scheduling
Track and manage the scheduling of tasks
Automatic Backup
Data is backed up automatically to prevent data loss
Device Auto Discovery
Automatically scan the network for devices and take pre-defined actions upon discovery
Vulnerability Scanning
Discover patch statuses and vulnerabilities
For MSPs
Intended to be used by managed service providers
Customizable Branding
Add customized logos and colors to align with company branding
Real-time Alerts
Receive notification of issues as soon as they occur
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Data
Receive data and information in real time
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Network Security
Prevent and monitor unauthorized access, misuse, modification, or denial of a computer network and network-accessible resources
Uptime Reporting
Track the availability time for a designated network or website over a given period of time


