Next Matter Features
Automation (4)
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.
Publishing (4)
Application Deployment
Releases the application for access on desktop or mobile devices.
Platform Compatibility
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.
Mobile Access
Access software remotely via mobile devices
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Development & Customization (2)
Low-Code/No-Code Tools
Provides a low-code or no-code interface for creating and modifying workflows.
Reusable Components
Allows reuse of workflow elements such as templates, forms, or logic blocks.
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.
Functionality - Process Orchestration (5)
Peak Demand Handling
Supports scaling to handle peak demand scenarios in processes
Process Customization
Allows customization of processes to fit specific business requirements
Process Automation
Allows users to automate complex business processes efficiently
Workflow Management
Enables the management and optimization of workflow tasks
High-Stakes Process Automation
Automates critical, high-stakes business processes effectively
Workflow Design & Orchestration (2)
Task Logic and Sequencing
Supports defining task order, dependencies, and conditional logic in workflows.
Visual Workflow Builder
Provides a visual interface for managing workflows without code.
Management (3)
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Updates
Ability to update multiple workflows at the same time
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Audit Trail
Maintain a history of all workflow changes
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Integration
Integrate with ERP or project management software
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
Agentic AI - No-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
User Interface Design (8)
WYSIWYG Editor
Provides the ability to drag-and-drop elements into the application to customize interface.
Customized Branding
Provides tools for inserting brand logos, colors, quotes, and other proprietary content.
App Templates
Provides base-level application templates to build atop and customize for specifc users and actions.
Workflow Management
Allows the creation ofpage sequences, forms, and libraries for users navigating the application.
Task Management
Create, manage and track all task activities and progression
Configurable Workflow
Configure existing workflows to meet your organization's needs
Deployment Management
Manage the processes involved when making the application ready for use
Integrations Management
Identify which applications need to exchange data and enable these data connections
Reporting & Analytics (2)
Real-Time Dashboards
Offers real-time dashboards to track progress and automation impact.
Workflow Analytics
Provides metrics and insights into workflow performance and bottlenecks.
Checklist Options (3)
Templates
Provides pre-made templates for specific types of procedures and processes.
Native Forms
Natively provides an online form builder option.
Downloadable Manuals
Allow users to download a manual or checklist as a PDF, image file, etc.
Integrations & Connectivity (2)
Pre-Built Integrations
Offers pre-built connectors for widely used business applications and systems.
Custom Integration Capabilities
Provides API and webhook support for building and managing custom integrations.
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.
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
Automation Execution & Intelligence (2)
AI-Powered Optimization
Provides AI-driven insights or suggestions to improve workflow performance and efficiency.
Trigger-Based Automation
Supports initiating workflows based on schedules, user actions, or system events.
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.
Governance & Security (2)
Audit Logging
Offers detailed audit trails to monitor changes and user activity within workflows.
Role-Based Access Control
Provides tools to manage access permissions based on user roles.
Agentic AI - Business Automation Platforms (BAPs) (6)
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
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
Setup (6)
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Activities
Provide standard activities and tasks that can be customized by users
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Flows
Users can easily create flows using drag and drop features
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Dependencies
Define and manage dependencies between tasks and workflows
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Notifications
Include alters that can be used with workflows
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Additional Functionality (67)
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Real-Time Updates
Receive system updates as soon as any changes are made
Graphical User Interface
A visual way of interacting with an application or operating system using items such as windows, icons, and menus
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Real-Time Reporting
Active reporting of data and metrics
Data Visualization
Graphical representation of data
Customizable Fields
Customize data fields to support various needs and use cases
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Integrated Development Environment
An application for source code editing, compiling, and debugging
Customizable Forms
Customize contracts and forms to collect specific information
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Custom Development
Development of custom software, web apps, mobile apps, etc.
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Customizable Reports
Alter the layout and content of reports
Visual Modeling
Use visual elements such as pre-built blocks and/or shapes to assemble a model or design
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Authentication
Verify the identity of users/devices to enable secure access
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Secure Data Storage
Securely stores data to prevent data loss or breaches
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Data Import/Export
Import and export data to and from software applications
Version Control
Track revisions and updates made to files and navigate between different versions
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
For No-Code Development
Build applications without the use of code
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Pre-Built Modules
Existing templates or individual parts of a bigger design commonly used in software, coding, learning courses etc.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Dashboard
Alter the layout and content of dashboards
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Document Management
Store, manage, and track all electronic documents in a centralized location
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Workflow Configuration
Alter the default workflow to meet your organization's needs
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Commenting/Notes
Leave comments and notes on documents for others to view
Task Management
Create, manage and track all task activities and progression
Forms Management
Store, manage and track all forms in a centralized location
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Data Import/Export
Import and export data to and from software applications
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Reports
Alter the layout and content of reports
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Mobile Access
Access software remotely via mobile devices
Customizable Fields
Customize data fields to support various needs and use cases
Activity Tracking
Track and document all activities across devices, networks, and other systems
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Project Workflow
Create, manage, or update project workflows.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Task Tracking (3)
Activity Feed
Provides a live feed that updates when the status of a task has changed.
Task Schedules
Organizes tasks for different checklists into a daily, weekly, or monthly schedule
Comments
Allows users to comment on tasks or checklists.
Integration & Adaptability - Process Orchestration (8)
Third-Party Software Integration
Enables seamless integration with a wide range of third-party software tools
Endpoint Integration
Provides the ability to integrate various endpoints like APIs, microservices, and human tasks
Intuitive Process Design
Offers an intuitive interface for designing and visualizing processes
Real-Time Process Monitoring
Offers real-time monitoring capabilities for ongoing processes
Business Process Adaptation
Facilitates adaptation of processes to meet changing business needs
Customer-Facing Process Management
Manages customer-facing processes
Multi-Endpoint Execution
Supports execution across multiple types of endpoints
Regulatory Compliance Management
Ensures processes comply with relevant regulations and standards
Software Availability (4)
Integrations
Integrates with other outside software.
Permissions
Allows administrators to set permissions on editing rights, specific checklists, etc.
Mobile Application
Software is available as a mobile application.
Desktop Application
Software is available either in-browser or as a downloadable software application.