Onspring Features
Revenue Recognition (1)
-
Usage Tracking
Track usage per company, custom time period, or contract
Setup (6)
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
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
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
Monitoring (6)
TIcket Accuracy
Generates accurate incident reports.
AI Monitoring
Utillizes AI to monitor and report on incidents in real-time.
Mobile Alerts
Notifications via mobile devices
Email Alerts
Receive and/or send email notifications for urgent updates, requests, or other information
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Management Tools (3)
Ticket Assignment
Assigns tickets to relevant team members.
Standardization
Cultivates a standardized workflow for enhanced organization.
Lifecycle Visualization
Grants transparent overviews for the lifecycle of each incident.
Risk Management (6)
-
Risk Identification
Identify various risk factors such as the inadequate use of technology, human factor, or external risks.
-
Risk Classification
Ability to classify risks based on risk type, severity, and custom criteria.
-
Risk Methodology
Support for various methodologies and frameworks for risk management.
-
KRI (Key Risk Indicator) Monitoring
Tracking of various risk indicators including risk metrics, historic trending, metadata & more to gauge the organization's risk posture
Real-Time Monitoring
Active monitoring of systems, applications, or networks
KRI (Key Risk Indicator) Monitoring
Tracking of various risk indicators including risk metrics, historic trending, metadata & more to gauge the organization's risk posture
Business Continuity Management (22)
-
Recovery Plans
Ability to create and compare recovery plans using standard out of the box templates.
-
Procedure Templates
Includes a library of procedures and standard plan templates.
-
Crisis Management
Procedures to implement crisis management plans and actions.
Task Management
Create, manage and track all task activities and progression
Assessment Management
Creation, administration, and evaluation of assessments or tests
IT Risk Management
Manage risks related to IT systems
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Vendor Risk Management
Pinpoint and mitigate risk from third-party vendors and suppliers.
Document Management
Store, manage, and track all electronic documents in a centralized location
Incident Management
Manage and track all disruptions and incidents
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Policy Management
Create, manage, and track policies and procedures within an organization
Internal Controls Management
Ensure internal objectives and compliance with policies are met
Reputational Risk Management
Identify, monitor, and assess risks to brands
Forms Management
Store, manage and track all forms in a centralized location
Operational Risk Management
Manage risk that occurs from systems failure or inadequate processes
Workflow Management
Create, design and manage workflows for repetitive tasks
Exceptions Management
Automated handling of non-compliant EDI transmissions.
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Safety Management
Identify and assess hazards to ensure the well-being of employees, assets, and the environment
Legal Risk Management
Manage the risk of both financial and reputational loss resulting from nonadherence to current legislation
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.
Collaboration (1)
Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Other Platform Features (4)
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.
Contract Data (1)
Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Platform (5)
-
Integration
Delivers APIs and standard integrations with other software systems.
-
Security & Privacy
Complies with security and privacy regulations and standards.
-
Mobile Access
Allows users to access the software using mobile devices.
-
Flexibility
Facilitates software configuration without the need for technical experise.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Services (4)
-
Implementation
Assists customes through all the phases of the implementation process.
-
Training & Learning
Provides software users with training courses and learning content.
-
Customer Support
Delivers customer and technical support, directly or trough partners.
-
Professional Services
The vendor provides consulting services such as business process reengineering.
Planning (5)
Program Management
Allows users to create programs to deal with potential threats.
Resource Modelling
Dependency mapping of resources includes what-if scenarios.
Recovery Plans
Ability to create and compare recovery plans using standard out of the box templates.
Templates
Includes a library of procedures and standard plan templates.
Policy Management
Create, manage, and track policies and procedures within an organization
Execution (10)
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Emergency Notifications
Notifications can be sent to anyone, not only the users of the solution.
Workflows
Workflows to assign tasks to users based on their role and the severity of the issue.
Vulnerability Management
Detect (and block) vulnerabilities and threats in your applications based on vulnerability information
Task Management
Create, manage and track all task activities and progression
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Incident Management
Manage and track all disruptions and incidents
Document Management
Store, manage, and track all electronic documents in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Workflow Management
Create, design and manage workflows for repetitive tasks
Analytics (3)
Business Impact Analysis
Identify the impact of threats on various departments or business entities.
Plan Reporting
Analyse plan characteristics such as completion time or performance.
Recovery KPIs
Provide information on recovery KPIs such as recovery time progress and recovery time actual.
Integration (4)
Integrated Risk Management
Integrates with Integrated Risk Management software.
Disaster Recovery
Integrates with Disaster Recovery software.
EMNS
Integrates with Emergency Mass Notification Systems.
Vendor Risk Management
Pinpoint and mitigate risk from third-party vendors and suppliers.
Generative AI (7)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Workflows - Audit Management (5)
-
Audit Trail
Displays all the changes made during audits, including details such as username, timestamp, or type of change in a centralized repository.
-
Recommendations
Coordinate and track recommended remediation actions.
-
Collaboration Tools
Facilitates collaboration between teams and stakeholders through shared workspaces.
-
Integrations
Integrates with risk management platforms, GRC tools, and other systems.
-
Audit Planning
Create a targeted plan, schedule resources, and determine long-term goals for the audit process
Documentation - Audit Management (1)
-
Customizable Forms
Customize contracts and forms to collect specific information
Reporting & Analytics - Audit Management (10)
-
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
-
Audit Performance
Provide information on the performance of the audit activities and processes.
-
Industry Compliance
Ensures audits are compliant with industry-specific regulations and standards.
ISO Compliance
Guidelines set by the International Organization for Standardization
Environmental Compliance
Guidelines for conforming to environmental laws, regulations and requirements
Sarbanes-Oxley Compliance
Regulations on a company's internal process when dealing with financial reporting
FDA Compliance
Track and ensure quality of products in accordance with food and drug administration (FDA) act
OSHA Compliance
Enforces guidelines set by the Occupational Safety and Health Administration to remain legally compliant
Real-Time Data
Receive data and information in real time
Real-Time Analytics
Analyze and gain insights into data in real-time
Generative AI - Security Compliance (2)
Predictive Risk
Can analyze patterns and trends in security data to predict potential compliance risks.
Automated Documentation
Can automate the creation of compliance documentation by quickly generating accurate and comprehensive reports.
Platform AI Features - Policy Management (16)
Reports
Can generate reports on policy compliance trends using AI.
Workflow Management
Uses AI to automate common workflow tasks such as policy creation, distribution, and updates.
Customizable Reports
Alter the layout and content of reports
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
Document Management
Store, manage, and track all electronic documents in a centralized location
Forms Management
Store, manage and track all forms in a centralized location
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Incident Management
Manage and track all disruptions and incidents
Lifecycle Management
Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Assessment Management
Creation, administration, and evaluation of assessments or tests
Policy Metadata Management
Group policies by type for easy classification and discovery
Expiration Management
Track and manage expiration of various items including products, warranties, licenses, and contracts
Configurable Workflow
Configure existing workflows to meet your organization's needs
Agentic AI - Regulatory Change Management (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
Campaign Planning
Plan and strategize marketing campaigns
Agentic AI - Business Continuity Management (4)
Multi-step Planning
Ability to break down and plan multi-step processes
Adaptive Learning
Improves performance based on feedback and experience
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Generative AI- Business Continuity Management (2)
Automated Plan Generation
Creates or updates business continuity plans by transforming organizational inputs and templates into detailed, customized documents that align with industry standards and regulatory requirements.
AI-Generated Post-Incident Reports and Summaries
Compiles available data into clear summaries and analytical reports that outline what happened, the impact, response actions, and lessons learned after an incident or test.
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
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
Agentic AI - Incident Management (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
Multi-Language
Manage and support multiple languages
Agentic AI - Vendor Management (1)
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (282)
Secure Data Storage
Securely stores data to prevent data loss or breaches
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
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
Incident Response Checklists
Checklist to confirm the incident and response.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Risk Assessment
Initiate collection and analysis of known risks
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Business Continuity Exercising
Scenario-based process that test the validity of business continuity plans and procedures.
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Plan Development
Process of developing business plans for strategies, actions, and goals.
Mobile Access
Access software remotely via mobile devices
Corrective and Preventive Actions (CAPA)
Investigate and take action at root cause or error in processes to prevent recurring issues
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Document Management
Store, manage, and track all electronic documents in a centralized location
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Activity Tracking
Track and document all activities across devices, networks, and other systems
Document Storage
Store and organize documents in a centralized system
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Task Management
Create, manage and track all task activities and progression
Workflow Management
Create, design and manage workflows for repetitive tasks
Status Tracking
Track the status over time for a request, process, asset, or transaction
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Data Visualization
Graphical representation of data
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Forms Management
Store, manage and track all forms in a centralized location
Change Management
Track and monitor efficient handling of all changes/transitions
Risk Alerts
Notifying as a warning or reminder of a potential or imminent hazard
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
API
Application programming interface that allows for integration with other systems/databases
Risk Analysis
Analyze potential risks across the organization
Policy Management
Create, manage, and track policies and procedures within an organization
Incident Management
Manage and track all disruptions and incidents
Real-Time Reporting
Active reporting of data and metrics
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Security Auditing
Systematic evaluation of the security of a company's overall security system and situation
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Risk Assessment
Initiate collection and analysis of known risks
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Version Control
Track revisions and updates made to files and navigate between different versions
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Alerts/Escalation
System alerts about the need to escalate an issue or request
Customizable Reports
Alter the layout and content of reports
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Certification Tracking
Maintain personal certifications/qualifications
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Predictive Analytics
Predict future data based on historical data sets
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Configurable Workflow
Configure existing workflows to meet your organization's needs
Real-Time Reporting
Active reporting of data and metrics
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Forecasting
Form predictions based on past and present data/trends
Risk Reporting
Reporting of risks associated with specific actions, events, or entities
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
API
Application programming interface that allows for integration with other systems/databases
Business Continuity Exercising
Scenario-based process that test the validity of business continuity plans and procedures.
Vulnerability/Threat Prioritization
Classify levels of threat and organize actions based on priorities
Customizable Reports
Alter the layout and content of reports
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Risk Alerts
Notifying as a warning or reminder of a potential or imminent hazard
Risk Scoring
Assess and score risks using risk matrices
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Visualization
Graphical representation of data
Document Storage
Store and organize documents in a centralized system
Heatmaps
A visual display that uses a color spectrum to show how visitors interact with areas of a web page
Risk Assessment
Initiate collection and analysis of known risks
Risk Analysis
Analyze potential risks across the organization
Financial Risk Reporting
Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Root Cause Analysis
Identify and analyse the reasons behind accidents
Activity Tracking
Track and document all activities across devices, networks, and other systems
Business Process Control
Define and maintain business rules that determine workflow capabilities and criteria
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export
Import and export data to and from software applications
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Security Auditing
Systematic evaluation of the security of a company's overall security system and situation
Dashboard Creation
Creation and customization of dashboards
Secure Data Storage
Securely stores data to prevent data loss or breaches
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Prioritization
Arrange tasks based on the level of priority or urgency
Version Control
Track revisions and updates made to files and navigate between different versions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Corrective and Preventive Actions (CAPA)
Investigate and take action at root cause or error in processes to prevent recurring issues
Version Control
Track revisions and updates made to files and navigate between different versions
Secure Data Storage
Securely stores data to prevent data loss or breaches
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
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
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Single Sign On
Allow users to access multiple services after entering their login credentials once
Policy Training
Train and educate employees on existing and/or new procedures and policies
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Attestation
Collect, track and store acknowledgements that policies have been read and understood
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Risk Analysis
Analyze potential risks across the organization
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Document Analysis
Interpret, identify and extract specific data points, pattern and insights from documents
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Policy Creation
Create new policies or alter existing policies
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Policy Library
A repository of all past and existing policies
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Document Review
Review and analyze existing information across documents
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Forms Management
Store, manage and track all forms in a centralized location
Safety Incident Management
Track, report on and implement actions pertaining to physical safety at the workplace
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
OSHA Compliance
Enforces guidelines set by the Occupational Safety and Health Administration to remain legally compliant
Task Management
Create, manage and track all task activities and progression
Single Sign On
Allow users to access multiple services after entering their login credentials once
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Disaster Recovery
Plan and implement business continuity measures in case of unforeseen events
Document Management
Store, manage, and track all electronic documents in a centralized location
API
Application programming interface that allows for integration with other systems/databases
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Real-Time Reporting
Active reporting of data and metrics
Corrective and Preventive Actions (CAPA)
Investigate and take action at root cause or error in processes to prevent recurring issues
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Communications Management
Record and track all relevant internal and external communications
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
IT Incident Management
Manage incidents related to outages or breaches in functionality of IT systems
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Event Logs
A chronological record of actions or occurrences within a network, software, or process
Risk Analysis
Analyze potential risks across the organization
Workflow Management
Create, design and manage workflows for repetitive tasks
Risk Assessment
Initiate collection and analysis of known risks
Incident Reporting
Report and update incidents related to health or workplace injuries that occur on a job or en route to a job site
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Customizable Reports
Alter the layout and content of reports
Ticket Management
Track, manage, or resolve user requests and IT incidents/issues
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
On Call Scheduling
Track and organize on-call shifts
Investigation Management
Oversee people and resources to carry out an investigation
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Status Tracking
Track the status over time for a request, process, asset, or transaction
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
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Workflow Management
Create, design and manage workflows for repetitive tasks
Secure Data Storage
Securely stores data to prevent data loss or breaches
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Consent Management
Manage user consent requests and documents
Data Mapping
Track the management and flow of data throughout the organization
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
API
Application programming interface that allows for integration with other systems/databases
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Policy Management
Create, manage, and track policies and procedures within an organization
Single Sign On
Allow users to access multiple services after entering their login credentials once
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Multi-Language
Manage and support multiple languages
Data Visualization
Graphical representation of data
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
PIA/DPIA
Data impact assessments to identify and mitigate potential data risks
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Sensitive Data Identification
Identify sensitive or personal information collected from users
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Data Import/Export
Import and export data to and from software applications
Risk Assessment
Initiate collection and analysis of known risks
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Document Management
Store, manage, and track all electronic documents in a centralized location
PCI Compliance
Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)
Incident Management
Manage and track all disruptions and incidents
Data Governance
Collection of processes, policies, and standards to manage the storage & usability of enterprise data
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Storage Management
Manage and store data in a database
File Management
Create, save, and store files
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.
Risk Analysis
Analyze potential risks across the organization
Intrusion Detection System
Identify and alert about security breaches by third parties
Log Analysis
Analyzing computer-generated records called logs to identify the root cause of errors, bugs, security threats, or other risks
Security Auditing
Systematic evaluation of the security of a company's overall security system and situation
Log Management
Collects and aggregates data from various systems within the IT environment
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Risk Alerts
Notifying as a warning or reminder of a potential or imminent hazard
PCI Assessment
Conducting audits to ensure compliance with the Payment Card Industry Data Security Standard (PCI DSS).
Vulnerability Scanning
Discover patch statuses and vulnerabilities
Event Logs
A chronological record of actions or occurrences within a network, software, or process
File Integrity Monitoring
Validating the integrity of an operating system, application, and files by monitoring for probable changes, tempering, or fraud.
Exceptions Management
Automated handling of non-compliant EDI transmissions.
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Activity Monitoring
Track and report on everything that happens within the system or network
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Secure Login
At least a username and password is required to access the system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Sourcing Management
Negotiate best prices and choose the right vendor for various purchases
Vendor Master Data Management
Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Document Management
Store, manage, and track all electronic documents in a centralized location
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Data Visualization
Graphical representation of data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Risk Assessment
Initiate collection and analysis of known risks
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
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
API
Application programming interface that allows for integration with other systems/databases
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Vendor Payment
Process payment to vendor(s) for goods/services received
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Purchase Order Management
Create, send, and track purchase orders and their statuses
Contract/License Management
Track, store, and access client contracts or licenses
Data Import/Export
Import and export data to and from software applications
Single Sign On
Allow users to access multiple services after entering their login credentials once
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
Task Management
Create, manage and track all task activities and progression
Workflow & Task Management - Compliance Management (4)
Issue Management
Identify and respond to unexpected problems or failures
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Task Management
Create, manage, and track all task activities and progression
Policy Attestation
Collect and track employee or stakeholder acknowledgment of policies and procedures
Generative AI - Compliance Management (2)
AI Text Summarization
Condenses long documents or text into a brief summary
AI Control Mapping
Use AI to automatically map controls to relevant regulatory requirements and surface overlaps across frameworks
Policy & Controls Management - Compliance Management (3)
Policy Management
Create, manage, and track policies and procedures within an organization
Regulatory Change Management
Monitor and alert users to changes in laws, regulations, and standards that affect compliance obligations
Control Mapping
Map internal controls to applicable regulatory frameworks and standards to identify overlaps and coverage gaps
Reporting & Analytics - Compliance Management (3)
Compliance Reporting
Generate reports on compliance status, activity history, and supporting documentation for internal or external stakeholders
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Risk Assessment
Initiate collection and analysis of known risks
Evidence & Documentation - Compliance Management (3)
Document Management
Store, manage, and track all electronic documents in a centralized location
Version Control
Track revisions and updates made to files and navigate between different versions
Evidence Collection
Gather and organize documentation that demonstrates adherence to policies, controls, and regulatory requirements



