ACE Features
Operations (4)
Data Management
Collects and stores patient and company data in a centralized database
Multichannel Engagement
Analyzes and maintains patient-provider interactions across multiple touchpoints to optimize customer interactions
Task Automation
Automates and streamlines tasks, integrations, communication, and personalization
Industry Regulations
Ensures that sales teams, health care organizations, and field service reps adhere to industry regulations
Quality Management (3)
Design Controls
Ensures that the product development process stays on track and continues to meet both user and vendor needs
Audit Management
Prepares for, plans, manages, schedules, and conducts internal and external audits
Risk Management
Reviews, identifies, and assesses sources of risk in research and development
Quality System (4)
Analytics & Reporting
Collects both vendor- and customer-facing data relevant to the product development lifecycle, and generates performance and health reports
Real-time Collaboration
Enables real-time collaboration like automated notifications and rich editing and commenting capabilities to minimize miscommunication
Document Control
Automates, centralizes, and archives documents and forms to create a single source of truth
Quality Processes
Automates and manages processes like CAPA (Corrective and Preventive Action) to monitor quality and complaints and promote transparency
Nonconformance (19)
Conformance Records
Allows users to create, track and maintain accurate, auditable conformance records.
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CAPA
Allows users to assign tasks for corrective and preventive actions (CAPA) to employees in nonconformance
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Change Management
Allows users to submit change requests and control plan revisions at any point in the production process and track all revisions.
Task Management
Create, manage and track all task activities and progression
Policy Management
Create, manage, and track policies and procedures within an organization
Document Management
Store, manage, and track all electronic documents in a centralized location
Incident Management
Manage and track all disruptions and incidents
Equipment Management
Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Workflow Management
Create, design and manage workflows for repetitive tasks
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Communications Management
Record and track all relevant internal and external communications
Training Management
Track employee/learner's progression through training programs
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Complaint Management
Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
ISO Standards Management
Track and monitor processes/products to ensure they meet international standards developed by the ISO
Calibration Management
Schedule the calibration of instrumentation and maintenance requirements
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Quality system (7)
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Document Control
Allow users to centralize and archive documents for quality management
Collaboration
Allows users to collaborate in real time with editing and commenting capabilities to minimize miscommunication
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Analytics and Reports
Allows users to collects both vendor- and customer-facing data relevant to the product development lifecycle, and generates performance and health reports
Supplier Quality Control
Qualify, select, and monitor supply chain partners
Statistical Process Control
Statistical methods to assist with and maintain quality control of processes
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Quality Control
Ensure that quality requirements and standards are met across production processes
Risk Management (3)
Assessments
Allows users to determine potential risks that may impact employees or the environment
Operational Risk
Allows users to estimate the impact of EHS risks on the operations of the company
Supplier Evaluation
Allows users to evaluate suppliers using safety and environmental criteria
Inspection Management (3)
Templates
Allows users to choose from templates for multiple types of inspections such as safety or quality
Workflows
Provides users with workflows to assign tasks for audit and inspections
Corrective Actions
Allows users to identify corrective actions to address incidents and accidents
Compliance (3)
Standards & Regulations
Provides users with regulations to follow under the Occupational Safety and Health Act (OSHA)
Permits
Allows users to track permits required for environmental and safety compliance
Certifications
Allows users to manage certifications to comply with regulations and standards
Activity Management (5)
Product-To-Market Management
Accelerates time to market while reducing risk of medtech products and devices.
Regulatory Adherence
Ensures regulation compliance via notifications and triggers of noncompliant processes.
Information Management
Collects and manages product, operations, and activity information.
Process Automation
Automates the collection and management of data and business processes.
Sales Management
Optimizes the activities of field sales / medical representatives before, during, and after the sales cycle.
Platform (4)
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.
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.
Execution (6)
Sampling
Identify and track material samples for inspection or re-inspection.
Corrective and Preventive Actions (CAPA)
Investigate and take action at root cause or error in processes to prevent recurring issues
Data Capture
Capture inspection data including photos and video, both online and offline.
Reports
Generate inspection reports using the information gathered during the inspection.
Ad-hoc Tasks
Allow users to create ad-hoc or unplanned inspection tasks.
Real-Time Data
Receive data and information in real time
Planning (5)
Checklists
Ability to create configurable forms and checklists to capture inspection information.
Approvals
Ability to define criteria and workflows to approve or reject inspection tasks.
Scheduling
Organize inspection tasks based on constraints such as inspector availability.
Procedures
Allow users to create procedures and workflows for multiple types of inspections.
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Analytics (5)
Monitoring
Track the inspection process to ensure it follows procedures and complies with regulations.
KPIs
Analyze inspection metrics such as cost of quality or Overall Operations Effectiveness (OOE).
Nonconformace
Generate nonconformance records and reports for defective products or noncompliance.
Reporting
Provide users with the ability to report progress made throughout the product lifecycle.
Costing
Track product costs and costs related to design and development activities
Regulatory Compliance (4)
Dashboards and Reporting
Offers customizable dashboards and analytics to track completeness, compliance, quality, and timeliness of the study.
TMF Reference Models
Offers a pre-built DIA TMF reference model hierarchy, and allows for configurable reference models to meet the specific needs of organizations and sponsors.
Inspection Readiness
Supports inspections and regulatory audits by maintaining inventory and document reports, and having pre-built compliance with all relevant regulatory guidelines.
Role Permissions
Designates customizable user roles and limit access to certain functions in the eTMF.
Content Management (7)
Bulk Upload and Indexing
Allows users to upload multiple documents at once and provides dynamic indexing options.
Document Tracking
Manages the status of all trial documentation at all stages and flags missing documentation.
Version Controlling
Tracks each version of a document and shows changes from each version or reupload.
Search Engine
Allows documents and metadata to be easily searched within the system.
File Planning and Milestones
Establishes study level, country level, and site level milestones and what amount of mandatory and optional documents need to be collected throughout the study lifecycle.
Real-Time Authoring and Collaboration
Allows external or remote contributors to upload documents and work collaboratively in a controlled method.
Content Workflows
Configures review, e-signature, and approval workflows for all documentation.
New Product Introduction (2)
Ideation
Gather and analyse ideas for new products or product enhancements
Product approval
Deliver workflows that can be used by managers to approve or reject new products and features
CAD (1)
CAD Models
Allows users to create new CAD models or import them from CAD systems
Collaboration (1)
Document Management
Allows user to collaborate on creating and managing documents and files
Product Data Management (4)
Product Metadata
Define and manage a taxonomy of product metadata that applies to the entire company
Data Quality
Manages the quality of the product data and ensures its up to date
Version Control
Tracks and audits versions and changes, including options to check-in and check-out
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Bill of Materials (3)
BOM management
Provide the ability to deliver product variations such as configure-to-order and engineer-to-order
Multi-level BOM
Bills of materials can be combined, merged, and nested to create multi-level BOMs
Data Visualization
Graphical representation of data
Engineering Change Management (19)
ECR Workflows
Deliver workflows to approve or reject engineering change requests (ECR)
Change Management
Allows user to manage changes to product configurations while maintaining the functional and physical attributes of a product throughout its lifecycle.
ECO Management
Create and manage engineering change orders (ECO) based on ECRs or from scratch
Lifecycle Management
Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Product Data Management
Capture, organize and track product-specific data and information in a centralized location
Task Management
Create, manage and track all task activities and progression
Item Management
Collect, organize, and track inventory/product data including item numbers, descriptions, etc.
Production Management
Manage the end-to-end production process for manufacturing operations
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
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
File Management
Create, save, and store files
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
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Supplier Management
Manage all supplier data and operations
Quality management (3)
Quality planning
Provide users with the ability to identify all functional needs of the product ahead of time and incorporate this information into each stage in the product development lifecycle
Traceability
Ensures that all quality issues can be traced back to the root causes
Compliance
Ensures compliance of items according to regulatory, safety, and environmental specifications
Integration (4)
ERP
Integrates with manufacturing ERP solutions
MES
Integrates with Manufacturing Execution Systems (MES)
PIM
Integrates with Product Information Management (PIM) software
Maintenance
Integrates with software for maintenance such as Enterprise Resource Management (EAM)
Generative AI (3)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Additional Functionality (71)
Bills of Material
Material list of manufacturing parts and associated costs
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
API
Application programming interface that allows for integration with other systems/databases
Document Storage
Store and organize documents in a centralized system
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Data Import/Export
Import and export data to and from software applications
Status Tracking
Track the status over time for a request, process, asset, or transaction
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Prioritization
Arrange tasks based on the level of priority or urgency
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Milestone Tracking
Monitor task progress and planned accomplishments to better manage project status
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
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Commenting/Notes
Leave comments and notes on documents for others to view
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Mobile Access
Access software remotely via mobile devices
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Real-Time Reporting
Active reporting of data and metrics
Customizable Forms
Customize contracts and forms to collect specific information
API
Application programming interface that allows for integration with other systems/databases
Dispatch Management
Manage sending personnel and resources to a site as needed
Workflow Management
Create, design and manage workflows for repetitive tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Report Templates
Sample of reports that could be customized as needed or used as is
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Equipment Tracking
Track the location of specific equipment at all times
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Subcontractor Management
Track information, qualifications, and contact details of subcontractors
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Failed Inspection Tracking
Track and store information regarding failed inspections
Document Management
Store, manage, and track all electronic documents in a centralized location
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Real-Time Updates
Receive system updates as soon as any changes are made
Task Management
Create, manage and track all task activities and progression
Data Import/Export
Import and export data to and from software applications
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Inventory Control
Monitor product stock levels
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Risk Assessment
Initiate collection and analysis of known risks
Electronic Signature
Digitally sign online documents
Incident Management
Manage and track all disruptions and incidents
Code Enforcement
Ensure all properties are adhering to government and legal codes
Forms Management
Store, manage and track all forms in a centralized location
Defect Tracking
Process of tracking logged defects (errors) in a product or service to create new versions to fix the error
Electronic Signature
Digitally sign online documents
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Import/Export
Import and export data to and from software applications
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Nonconformance Tracking
Identify issues and deviations from specifications
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
API
Application programming interface that allows for integration with other systems/databases
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Real-Time Data
Receive data and information in real time



