[
NewgenO... Reviews
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NewgenO... Reviews
](https://www.g2.com/products/newgenone-digital-transformation-platform/reviews)

# NewgenONE Digital Transformation Platform Features

##### 
## File Management (12)

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.

OCR Scanning

Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.

Versioning

Keep track of incrementally changing versions of the same file.

Collaboration

Multiple users can collaborate on document creation, annotation, and review.

Document Assembly

Autogenerate documents based on templates and form submission.

Form Creation

Able to create and manage submittable user forms.

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.

Mobile Apps

iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.

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##### 
## Workflow (5)

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.

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##### 
## Platform (5)

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.

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##### 
## Customization (5)

Document Generation

Enables users to create documents for business processes and provides a wide array of templates which are customizable.

Process Design

The ability to create custom workflows aligned with business objectives.

Process Repository

A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.

No-Code App Development

Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.

Low-Code App Development

Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.

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##### 
## Collaboration (6)

Permissions for Sharing

Enable decision-makers to easily share processes with the proper employees.

Data Unification

Compile data from across all systems so that users can view relevant information easily.

Accessibility

Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.

Process Routing

Ensures the right task is being assigned to the proper employee across an entire process.

Contract Collaboration

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Approval Process

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

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##### 
## Process Management (11)

Process Overview

Provides users a holistic view of all workflows so as to see how all processes work together.

Process Analysis

Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.

Real-Time Process Monitoring

Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.

Unstructured Processes

Provides the ability to manage unstructured processes.

API Connection

Connect with existing systems via API.

Intelligence

Gives user machine learning tools for intelligent process improvement

Document Approval

Streamline and simplify document approval processes.

Process Library

Provides users with a repository for process maps and documentation.

Collaboration

Allows for collaborative authoring of process documents.

Integrations

Provides various connectors and integrations to business applications and data sources.

Execution Management

Gives users the ability to analyze processes, find bottlenecks and identify the gaps between how things should be and how they really are.

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##### 
## Application Design (5)

UI Code Extending

Gives users the ability to edit or write custom HTML, Javascript or CSS code.

Programming Code Extending

Allows users to edit or write custom code with programming languages.

Customized Branding

Provides tools for inserting brand logos, colors, quotes, and other proprietary content.

Application Templates

Provides base-level application templates to build atop and which users can customize for specifc users and actions.

Workflows

Allows the creation ofpage sequences, forms, and libraries for users navigating the application.

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##### 
## Data Control (3)

Data Migration

Lets users add data from existing sources when creating the initial application or changing data sources.

Data Synchronization

Continuously updates data as users or external data sources are edited.

Data Security

Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.

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##### 
## Publishing (3)

Application Deployment

Releases the application for access on desktop or mobile devices.

Platform Compatability

Lets users build cross-platform applications or provide specific templates for different device types.

Lifecycle Management

Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.

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##### 
## Revenue Recognition (3)

Usage Tracking

Track usage per company, custom time period, or contract

Deferred Revenue

Track payments received for products that haven't be delivered yet

Revenue Accrual

Recognition rules to accrue revenue on a daily or monthly basis

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##### 
## Edit (4)

File Type

Save documents in a variety of file types

Color

Offer the choice between color and black and white scanning

Crop

Allow users to crop and edit document formatting

Size

Give users the option to adjust scanning size

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##### 
## Logistics (5)

Upload

Allow users to upload documents directly to the platform

Email Attachment

Send as an email attachment

Direct Send

Send directly from the platform

Document Management

Store and manage previously scanned documents

Search

Let users search for documents within the platform

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##### 
## Setup (4)

Activities

Provide standard activities and tasks that can be customized by users

Flows

Users can easily create flows using drag and drop features

Dependencies

Define and manage dependencies between tasks and workflows

Notifications

Include alters that can be used with workflows

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##### 
## Management (3)

Updates

Ability to update multiple workflows at the same time

Audit Trail

Maintain a history of all workflow changes

Integration

Integrate with ERP or project management software

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##### 
## Data Management (5)

Consolidation

Consolidate information from multiple sources or multiple entities

Classification

Classify information by category, supplier, or supplier

External Sources

Integrate with external sources for market intelligence

Integration

Integrates with ERP systems general ledgers for transfering of AP transaction data

Cleaning

Ability to cleanse and consolidate AP data

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##### 
## Analytics (4)

Benchmarking

Provide benchmarking options for comparison with peers

KPIs

Include standard spending KPIs that can be customized

Compliance

Deliver reports for compliance purposes

Errors

Analysis that identifies errors in AP processes such as duplicate payments, anomalies, and fraud

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##### 
## Automation Building (6)

Visual Editor

Provides a visual editor to easily create automation models.

Workflow Recording

Offers the ability to record processes performed by humans to be recreated by bots.

Pre-Built Templates

Provides templates for workflows and processes for easier automation creation.

Custom Automation

Allows developers to code custom automations.

Collaboration

Offers users the ability to reuse process automations and communicate with other team members around automation building.

Ease of Bot Creation

Allows non-technical users to create bots in an easy, intuitive manner.

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##### 
## Bot Management & Execution (6)

Bot Scheduling

Equips administrators with the ability to schedule bot deployments in advance or on a consistent, regulated cadence.

Attended Automation

Automates processes that supplement human action, often requiring human intervention and collaboration.

Unattended Automation

Automates processes completely without the need for human intervention.

Bot Performance Analytics

Allows users to analyze the performance of bots via dashboards.

Data and Product Security

Insures data remains secure and compliant with industry standards.

Scalability

Able to support large deployments.

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##### 
## Channels (3)

Multi-Channel Coverage

Software incorporates multiple digital communications channels.

Open Listening

Allows incorporation of inbound contacts from non-marketing channels.

Physical Media

Includes physical media (mail, flyers, billboards, etc.) in the channels mix.

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##### 
## Design (5)

Communications Strategy Development

Allows planning and deployment of an overall communications strategy.

Create Content

Includes or integrates with content creation apps.

Personalization

Outbound communications are segmented and personalized.

Inbound Identification

Inbound contacts are identified and handled based on history.

Regulatory Compliance

Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements.

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##### 
## Request Management (8)

Online Forms

Supports custom request forms to be built and integrated directly into a website or portal.

Workflow Assignment

Converts requests into tickets and fields them to the appropriate staff member for follow-up.

Payment Processing

Calculates and collects payment for requested materials online.

Public Database

Allow catch-all search functionality to locate records.

Common Documents

Allow commonly requested documents to be uploaded to bypass a need for submitting requests.

Digital Storage

Allows public records to be indexed and securely stored electronically for quick retrieval.

Role-Based Permissions

Secures information by redacting or un-redacting based on established permissions.

Audit Trail

Ensures compliance by tracking all steps of records requests and associated communications.

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##### 
## Workflow Management (3)

Automated Reminders

Provides notifications and emails for due dates or required actions.

Communication Tools

Allows internal users to create discussions on specific requests prior to releasing information; allows requesters to communicate with agency staff throughout the process.

Cross-Department Collaboration

Enables multiple government departments to respond to a specific record request.

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##### 
## Reporting (2)

Dashboards

Provides customizable dashboards to visualize request trends.

Basic Reporting

Access pre-built and customizable reports to measure key metrics.

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##### 
## Digital Workflows (3)

Logic and Conditions

Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules.

No-Code Or Low-Code

Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features.

Document Management

Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications.

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##### 
## Forms (3)

Data Mapping

Integrates data and processes from multiple sources into a single system.

Templates

Build interfaces once and use them across one or more processes.

Mobile-Friendly Forms

Gives the user the ability to build and use forms on mobile devices.

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##### 
## Automation (6)

Workflow Automation

Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process.

Workflow Mapping

Visually displays connected applications and integrated data. Allows customization and management of workflow structures.

Real-Time Updates

Processing changes to data sources and applications as changes are made in real-time.

Robotic Process Automation

Offers the ability to record processes performed by humans to be recreated by bots.

RPA Integration

Integrates with RPA technology, either natively or via 3rd-party integrations.

Application Development

Allow customers, partners and third-party developers to create applications on top of business processes.

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##### 
## Intelligent Automation (3)

OCR

Provides OCR capabilities in order to recognize text in documents and applications.

Machine Learning

Allows for intelligent automation whereby the bot can imitate human behavior by learning from behavioral patterns.

NLP

Provides NLP capabilities in order to understand text in documents and applications.

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##### 
## Contract Creation & Management (4)

Contract Creation

Users can create new contracts within the platform using built-in document creation features.

Contract Templates

Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

Contract Editing

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Contract Attachments

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

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##### 
## Other Platform Features (5)

Notifications & Reminders

Receive notifications and schedule reminders with alerts according to contract milestones.

Contract Database

Contracts can be stored in a central online repository with built in search capabilities.

Contract Compliance

Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations

Integrations / APIs

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

E-Signature

Ability to e-sign legally-binding contracts within the same platform.

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##### 
## Contract Data (2)

Reporting & Dashboards

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Advanced Contract Analytics

Provides advanced, AI-driven contract analytics to optimize all aspects of contract management.

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##### 
## Process Development (1)

Process Routing

Ensures the right task is being assigned to the proper employee across an entire process.

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##### 
## Model Development (3)

Process Mapping - Simulation Software

Give users the ability to map business processes to representative models.

Abstraction - Simulation Software

Allows users to abstract from the particulars of the given use case and processes.

Model Creation - Simulation Software

Can produce models that fully capture the dynamics of a business system.

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##### 
## Performance Metrics (2)

Statistics - Simulation Software

Provides statistics that measure an organization's behavior, activities, and performance.

Performance Visualization - Simulation Software

Provides dashboards and visualizations to evaluate model performance.

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##### 
## Visualizations (3)

Verification - Simulation Software

Gives users tools to ensure that the model behaves as intended.

Real-World Visualization - Simulation Software

Helps users real-world items, such as vehicles, people, buildings, and other items and processes in their models.

Real World Maps - Simulation Software

Provides maps to allow users to visualize their simulations in the real world.

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##### 
## Scenario Analysis (3)

Monte Carlo Analysis - Simulation Software

Allows users to perform Monte Carlo analysis.

Sensitivity Analysis - Simulation Software

Allows users to perform sensitivity analysis.

Parameter Variation Analysis - Simulation Software

Allows users to perform paramenter variation analysis.

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##### 
## Recovery (2)

Historical payments

Approve, reject, or query historical payment transactions to identify anomalies

Overpayments

Recover overpayments, duplicate payments, or unused credits from suppliers

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##### 
## AP Data Processing (3)

Workflows

Constantly evaluate AP transactions to optimize workflows

Transparency

Improves management oversight by reconciling external data against internal transaction data

Controls

Strengthens process controls by using analysis to proactively reduce errors before they happen and detect fraud risk

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##### 
## Process Analysis (3)

Real-Time Process Analysis

Allows users to conduct real-time process analysis, as opposed to just historical analysis.

Process Notation

Gives process notation capabilities.

Process Mapping

Provides tools for defining what a business entity does, who is responsible, to what standard a business process should be completed.

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##### 
## Generative AI (8)

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.

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.

AI Text Summarization

Condenses long documents or text into a brief summary.

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.

AI Text Generation

Allows users to generate text based on a text prompt.

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##### 
## Agentic AI - Low-Code Development Platforms (3)

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

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##### 
## Agentic AI - Accounts Payable (AP) and Spend Analysis (1)

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Enterprise Content Management (ECM) (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Natural Language Interaction

Engages in human-like conversation for task delegation

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Business Process Management (7)

Multi-step Planning

Ability to break down and plan multi-step processes

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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

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##### 
## Agentic AI - Robotic Process Automation (RPA) (7)

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

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##### 
## Agentic AI - Contract Lifecycle Management (CLM) (6)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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

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##### 
## Agentic AI - Process Mining (7)

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

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##### 
## Agentic AI - Digital Process Automation (DPA) (7)

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

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##### 
## Agentic AI - Workflow Management (7)

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

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##### 
## Agentic AI - Vendor Management (1)

Decision Making

Makes informed choices based on available data and objectives

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##### Categories on G2

[
Workflow Management
](https://www.g2.com/categories/workflow-management)[
Customer Communications Management
](https://www.g2.com/categories/customer-communications-management)[
Low-Code Development Platforms
](https://www.g2.com/categories/low-code-development-platforms)

[
Vendor Management
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Robotic Process Automation (RPA)
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Enterprise Content Management (ECM)
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Process Mining
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Digital Process Automation (DPA)
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Document Scanning
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