VelocityEHS | EHS Software to Outpace Risk Features
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
Platform Basics (3)
Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Portal
Contains a portal to facilitate third-party or client application access.
Platform Performance (2)
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
Application Monitoring
Contains application performance monitoring capabilities.
Platform Functionality (24)
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Document management
Manages necessary docuements for ease of visibiltiy and access.
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Requalification
Automated compliance renewal notifications.
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Compliance
Tracks contractor compliance levels and renewa dates.
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Supplier Management
Manage all supplier data and operations
Inventory Management
Track and manage inventory levels to maintain proper supply
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
Contractor Management
Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)
Proposal Management
Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal.
Safety Management
Identify and assess hazards to ensure the well-being of employees, assets, and the environment
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Contract/License Management
Track, store, and access client contracts or licenses
Job Management
Manage and track all job information and associated tasks
Timesheet Management
Track the amount of time spent on a job or task
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Subcontractor Management
Track information, qualifications, and contact details of subcontractors
Workflow Management
Create, design and manage workflows for repetitive tasks
Purchase Order Management
Create, send, and track purchase orders and their statuses
Platform Additional Functionality (4)
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Onboarding
Onboard workers via online, classroom, or external training.
Pre-qualifiation
Pre-qualify contract workers via reference, record, background check.
Onsite Monitoring
Monitor contractor onsite activities, performance, etc.
Subcontractor Monitoring
Ensure subcontractors are working safely on client sites and document audits/inspections for reference.
Health & Safety (3)
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Job Hazards
Identify work hazards by job, location, and type of work
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Ergonomics
Apply ergonomics standards to improve work conditions
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Training
Deliver learning materials for health and safety training
Environment (24)
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Monitoring
Track air and water quality to comply with regulations
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Waste
Monitor industrial waste and its impact on the environment
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Chemical Management
Manage chemicals that may harm employees or the environment
Document Management
Store, manage, and track all electronic documents in a centralized location
Supplier Management
Manage all supplier data and operations
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Workflow Management
Create, design and manage workflows for repetitive tasks
Task Management
Create, manage and track all task activities and progression
Training Management
Track employee/learner's progression through training programs
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Change Management
Track and monitor efficient handling of all changes/transitions
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Incident Management
Manage and track all disruptions and incidents
Policy Management
Create, manage, and track policies and procedures within an organization
Assessment Management
Creation, administration, and evaluation of assessments or tests
Forms Management
Store, manage and track all forms in a centralized location
Safety Training Management
Process of scheduling, tracking, and managing employee training programs related to safety and compliance
Safety Management
Identify and assess hazards to ensure the well-being of employees, assets, and the environment
Waste Management
Track and report on waste management and disposal processes.
Hazardous Materials Management
Document use of hazardous materials and procedures related to their handling and disposal
Sustainability Management
Manage and monitor compliance with government regulations on environmental standards
Industrial Safety Management
Create, document, and monitor safety policies and procedures in industrial plants and factories
Occupational Health Management
Manage cases of on-the-job injuries and related remedies
Audit & Inspections (5)
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Templates
Include templates for multiple types of inspections such as safety or quality
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Workflows
Provide workflows to assign tasks for audit and inspections
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Corrective Actions
Identify corrective actions to address incidents and accidents
Corrective and Preventive Actions (CAPA)
Investigate and take action at root cause or error in processes to prevent recurring issues
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Risk Management (3)
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Assessments
Determine potential risks that may impact employees or the environment
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Operational Risk
Estimate the impact of EHS risks on the operations of the company
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Supplier Evaluation
Evaluate suppliers using safety and environmental criteria
Reporting & Analytics (4)
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Injury & Ilness
Allows users to generate injury and ilness reports
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Sustainability
Generates sustainability reports such as air and water quality
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Near Miss
Report on unplanned events that have the potential to cause accidents
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Performance
Analyse the performance of environmental and safety operations
Compliance (3)
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Standards & Regulations
Comply with regulation such as Occupational Safety and Health Act (OSHA)
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Permits
Track permits required for environmental and safety compliance
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Certifications
Manage certifications to comply with regulations and standards
Safety (18)
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Job Hazards
Identify work hazards by job, location, and type of work.
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Claim Management
Provide workflows to create, approve, and process claims.
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Care Plan Management
Manage the treatment plan and coordination between care providers and patients with special health care needs
Assessment Management
Creation, administration, and evaluation of assessments or tests
Document Management
Store, manage, and track all electronic documents in a centralized location
Incident Management
Manage and track all disruptions and incidents
Forms Management
Store, manage and track all forms in a centralized location
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Case Management
Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Insurance Management
Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
Inventory Management
Track and manage inventory levels to maintain proper supply
Task Management
Create, manage and track all task activities and progression
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Training Management
Track employee/learner's progression through training programs
Training Record Management
Create, store, and manage records of employee training, acknowledging understanding of processes, regulations, or safety standards
Workflow Management
Create, design and manage workflows for repetitive tasks
Health (4)
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Medical Records
Capture and manage health information for all employees.
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Ergonomics
Apply ergonomics standards to improve work conditions.
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Programs
Define and manage health programs including clinical visits and immunizations.
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Industrial Hygiene
Manage the risk of exposure to hazardous agents such as toxins.
Audit and Inspections (3)
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Templates
Include templates for multiple types of health and safety inspections.
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Workflows
Provide workflows to assign tasks for audit and inspections.
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Corrective and Preventive Actions (CAPA)
Investigate and take action at root cause or error in processes to prevent recurring issues
Training (2)
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Content
Deliver learning materials for health and safety training.
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Certifications
Manage certifications to comply with regulations and standards.
Reporting (8)
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OSHA
Generate Occupational Safety and Health Act (OSHA) reports.
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OSHA Recordkeeping
Maintain records necessary for compliance with Occupational Health and Safety Administration requirements
OSHA Compliance
Enforces guidelines set by the Occupational Safety and Health Administration to remain legally compliant
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
OSHA Recordkeeping
Maintain records necessary for compliance with Occupational Health and Safety Administration requirements
Ratings
Provides ratings to rank companies based on their ESG programs
Investment
Generates reports for existing investors or to attract financing
Public
Creates reports that can be shared with the public, employees, customers, and partners
Platform (8)
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Integration
Delivers APIs and standard integrations with other software systems.
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Security & Privacy
Complies with security and privacy regulations and standards.
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Mobile Access
Allows users to access the software using mobile devices.
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Flexibility
Facilitates software configuration without the need for technical experise.
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Data Security
Offers features to encrypt and protect EHS data.
Real-Time Data
Receive data and information in real time
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Services (4)
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Implementation
Assists customes through all the phases of the implementation process.
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Training & Learning
Provides software users with training courses and learning content.
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Customer Support
Delivers customer and technical support, directly or trough partners.
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Professional Services
The vendor provides consulting services such as business process reengineering.
Resource Management (10)
Thresholding
Allows preset and custom thresholds to be determined for legal emission levels, and generates alerts when legal limits are exceeded.
Emissions Monitoring
Monitors levels of various emissions and pollutants in either real-time or through manual updating.
Sample Tracking
Stores emission sample data to monitor resource usage and quality over time.
KPI Monitoring
Tracking the status of previously identified performance measurements
Activity Tracking
Track and document all activities across devices, networks, and other systems
Greenhouse Gas Tracking
Track, calculate, and report on greenhouse gas (GHG) emissions
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Status Tracking
Track the status over time for a request, process, asset, or transaction
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Compliance Management (5)
Inspections
Coordinates site inspection workflow and scheduling for compliance purposes.
Audit Trail
Records historical data around previous resource emission audits, and analyzes trends over time.
Compliance Plans
Assists with building and storing mandatory compliance plans that adhere to standards like SWPP, HMBP, and SPCC.
Site Maps
Stores layout maps for each site to help inspectors.
Environmental Compliance
Guidelines for conforming to environmental laws, regulations and requirements
Administrative (4)
Dashboards and KPIs
Provides a central dashboard to analyze data and monitor compliance health.
Reporting
Offers standard and ad hoc report templates to demonstrate sustainability data trends over time.
Device Integration
Integrates with hardware tools that capture resource usage and emission level data.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Execution (5)
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 (1)
Monitoring
Track the inspection process to ensure it follows procedures and complies with regulations.
Data Collection (3)
Data Types
Manages quantitative and qualitative data for environmental, social, and governance activities
Data Sources
Combines data from multiple sources such as software solutions, public websites, and spreadsheets
Third Party
Uses data from third party sources such as Bloomberg and DowJones
Integration (19)
Governance, Risk & Compliance
Integrate with GRC software such as GRC Platforms, Audit management, and Policy management
Finance
Integrate with financial solutions such as accounting and ERP systems
Environmental, Quality and Safety Management
Integrate with EHS software such as Environmental Health and Safety and Quality Management Systems (QMS)
Sustainability Management
Manage and monitor compliance with government regulations on environmental standards
Emissions Management
Manage all types of emissions into the environment.
Policy Management
Create, manage, and track policies and procedures within an organization
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Internal Controls Management
Ensure internal objectives and compliance with policies are met
Document Management
Store, manage, and track all electronic documents in a centralized location
Data Management
Ability to handle large datasets
Conflict Minerals Management
Manage the reporting of the use and sourcing of 3TG metals.
Assessment Management
Creation, administration, and evaluation of assessments or tests
Initiative Management
Create and manage internal campaigns to improve company culture or business strategy.
Task Management
Create, manage and track all task activities and progression
Program Management
Process of managing several related projects or business activities to achieve organizational goals
Framework Management
Manage global or internal standards that are designed to measure the impact of business processes or procedures.
Disclosure Management
Create, manage, and publish disclosure statements or reports.
Survey/Poll Management
Create and administer polls and surveys
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Artificial Intelligence (7)
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Heat maps
Generate heat maps to identify where high risk activities are taking place
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NLP Insights
Analyze data from documents such as inspection reports to identify recurring risks
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Internet of Things (IoT)
Analyze IoT data from multiple locations for health and safety purposes
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Video analysis
Analyze live or recorded videos to identify potential safety issues and historical trends
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Predictive
Identify potential safety issues and estimate their severity and urgency
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Monitoring
Provide real-time monitoring of workplace activities and use AI/ML to identify unsafe acts
Health Monitoring
Gain insights into the health of employees, equipment, registered instances or any other organizational asset to check their status
Generative AI (8)
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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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.
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 Tasks
Automates basic tasks and workflows utilizing AI.
Risk Management - Environmental, Social, and Governance (ESG) Reporting (5)
Communications
Facilitate communications with various stakeholders on ESG initiatives
Risk Identification
Help users identify ESG related risks to proactively address them
Risk Assessment
Evaluate the impact of ESG related risks on the company and its ecosystem
Strategic Planning
Define and implement strategies to improve ESG initiatives
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Reporting - Environmental, Social, and Governance (ESG) Reporting (8)
Benchmarking & Competitive Analysis
Provide ESG benchmarking data and competitive analysis functionality
Actionable Insights
Deliver action items to improve ESG initiatives based on historical data
AI-Enabled ESG Reporting
Use AI or GAI technology to optimize ESG management and reporting
Performance Tracking
Monitor the performance of Environmental, Social and Governance (ESG) initiatives over time
Compliance Reporting
Build reports around specific compliance requirements and directives such as CSR and CS3D.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Emissions Tracking - Carbon Accounting (4)
Setup
Define processes to track and manage a company’s carbon footprint
Templates
Provide customizable templates for emissions tracking and decarbonization activities
Compliance
Ensure compliance with regulations and industry standards such as the Greenhouse Gas Protocol
Workflows
Include customizable workflows that define who does what and when to track emissions and limit their impact
Decarbonization - Carbon Accounting (3)
Reduction Planning
Allow users to create decarbonization plans aimed at reducing carbon emissions
Carbon Credits
Provide the option to buy and sell carbon credits, which allow companies to emit a certain amount of greenhouse gases
Monitoring
Monitor decarbonization activities and provide corrective actions to keep the process on track
Analytics - Carbon Accounting (3)
Data Sources
Gather and analyze carbon emissions data from multiple sources, external and internal
Forecasting
Create forecasts for carbon emissions using historical data and compare them with benchmarks
Custom KPIs
Provide KPIs and metrics that are specific to carbon accounting and decarbonization
Integration - Carbon Accounting (2)
ERP
Integrate with enterprise software such as ERP and supply chain management
GRC
Integrate with compliance software such as GRC Platforms or ESG reporting
Workflows - Audit Management (5)
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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 (2)
Customizable Forms
Customize contracts and forms to collect specific information
Checklists
Provides checklists
Reporting & Analytics - Audit Management (10)
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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
Onboarding - Contractor Risk Management (2)
Workflow Managment
Offer automated tools for contractor onboarding
Compliance Verification
Provides tools for compliance verification
Document Management - Contractor Risk Management (2)
Analysis
Enables users to analize documents for audit purposes
Repository
Provides visibility into invoices and optimizes information retrieval
Risk Management - Contractor Risk Management (2)
Performance Monitoring
Assess and monitors contractor performance
Risk Reporting
Monitors performance and safety records
Text Summarization (2)
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Text Generation
Allows users to generate text based on a text prompt.
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Text Summarization
Condenses long documents or text into a brief summary
Data Security (1)
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Data Security
Offers features to encrypt and protect EHS data.
Generative AI - Environmental Health and Safety (2)
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Text Generation
Allows users to generate text based on a text prompt.
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Text Summarization
Condenses long documents or text into a brief summary
Operational Risk Management (3)
Operational Risk Methodology
Support various methodologies and frameworks for operational risk management such as ISO 31000 and COSO.
Operational Risk Classification
Ability to classify risks based on risk type, severity, and custom criteria.
Operational Risk Identification
Identify various risk factors such as the inadequate use of technology, human factor, or external risks.
Business Resilience (4)
Business Continuity
Support business continuity plans through integrations with business continuity software, incident response, or controls planning
Compliance Management
Reduce risk of legal liability through regulations and standards compliance.
Incident Management
Manage and track all disruptions and incidents
Policy Management
Create, manage, and track policies and procedures within an organization
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 - Operational Risk Management (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Environmental, Social, and Governance (ESG) Reporting (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Carbon Accounting (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Vendor Management (1)
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Ergonomics (2)
Multi-step Planning
Has the ability to break down and plan multi-step processes
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Movement Assessment - Ergonomics (1)
Posture and Movement Analysis
Analyzes posture and movement using AI or computer vision technologies
Artificial Intelligence - Ergonomics (2)
Internet of Things (IoT)
Analyzes IoT data from multiple locations for health and safety purposes
Predictive
Identifies potential safety issues and estimate their severity and urgency
Audit and Inspections - Ergonomics (1)
Corrective Actions
Identifies corrective actions to address incidents and accidents.
Inventory & Material Tracking - Chemical Management (20)
Barcode / RFID / Label Management
Use of barcodes or RFID (or equivalent) for identification; generate labels that include hazard symbols etc.
Hazardous Material Tracking & Classification
Identify hazardous chemicals, tag them by hazard class (e.g. GHS, REACH), track special handling, storage, transport and disposal requirements.
Chemical Inventory Management
Track and monitor quantities, locations, lot/batch numbers, storage conditions, and expiration dates of all chemicals.
Training Management
Track employee/learner's progression through training programs
Workflow Management
Create, design and manage workflows for repetitive tasks
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Forms Management
Store, manage and track all forms in a centralized location
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Sample Management
Manage and track the state, location and condition of materials collected for examination
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Status Tracking
Track the status over time for a request, process, asset, or transaction
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Cost Management
Manage budgets, track and optimize spending and align capacity to workload demand
Customer Management
Store and organize information about customers and previous interactions
Materials Management
Process of planning, procuring and controlling material flows along with supplier evaluation and shipping
Document Management
Store, manage, and track all electronic documents in a centralized location
Serial Number Tracking
Track and assign specific serial numbers to products
Production Tracking
Track the production of materials and items over certain periods or seasons
Lot Tracking
Track product batches using identification labels or lots
Safety Data & Documentation - Chemical Management (7)
Risk Assessment & Hazard Analysis
Provide tools to assess chemical risks, perform hazard classification, define exposure controls, safety protocols, and monitor mitigation.
Safety Data Sheet (SDS) Management
Store, update, and make accessible all SDS for chemicals, including indexing of supplier/third‑party SDSs; track changes/regulatory compliance.
Regulatory Compliance & Reporting
Support compliance with local & international regulation (GHS, REACH, OSHA, etc.), and generate/produce required compliance reports (e.g. for hazardous waste, emissions).
Design Analysis
Simulate physical behavior for a design or structure
Certificates of Analysis
Manage Certificate of Analysis (COA) documents that communicate lab testing results for products such as food, drugs, chemicals, etc.
Product Data Management
Capture, organize and track product-specific data and information in a centralized location
Safety Management
Identify and assess hazards to ensure the well-being of employees, assets, and the environment
Operations & Process Control - Chemical Management (12)
Storage, Handling & Transport Management
Define safe storage conditions; manage compatibility of chemicals; track transport and internal movement; emergency response plans.
Batch/Lot Traceability & Record Keeping
Maintain traceable records from raw material lot through production to final product, including quality checks, test results, Certificate of Analysis (CoA).
Formula / Recipe Management
Define, store, version and manage chemical formulas/recipes; handle scaling, variants, substitutions; link to production.
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Data Storage Management
Manage and store data in a database
Secure Data Storage
Securely stores data to prevent data loss or breaches
ISO Standards Management
Track and monitor processes/products to ensure they meet international standards developed by the ISO
Document Storage
Store and organize documents in a centralized system
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Purchase Order Management
Create, send, and track purchase orders and their statuses
Integration & Systems - Chemical Management (2)
Workflow Automation & Notifications
Automate approvals, alerts (expiry, low stock, regulation changes), disposal scheduling, etc.
Integration with ERP / EHS / QA Systems
Ability to connect with other enterprise systems: procurement, safety & environmental, quality assurance, inventory, lab systems etc.
Analytics & Reporting - Chemical Management (2)
Usage, Exposure & Safety Metrics Reporting
Provide dashboards / reports of consumption, exposures, incidents, near misses; track trends over time.
Audit Trails & Change History
Maintain full record of all changes: who changed what, when; useful for internal audits and regulatory inspections.
User & Access Control - Chemical Management (3)
Multi-Site & Multi-Role Hierarchies
Support user access and controls across multiple facilities, departments, or business units, with hierarchical permissions.
Role‑Based Access & Permissions
Granular permissions (who can edit, view, approve, delete), secure access, possibly multi‑tenant if across multiple sites or facilities.
Audit-Ready User Activity Logs
Track and log all user actions (login, edit, approve, delete) to ensure accountability and support regulatory audits.
AI learning and feedback - Chemical Management (1)
AI Learning & Adaptation
Agent learns from human overrides, corrections, and outcomes to refine future autonomous decisions
AI label update - Chemical Management (2)
AI Barcode / Label / RFID
Agent updates or regenerates labels automatically when classification or regulation changes
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Additional Functionality (349)
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
Scheduled/Automated Reports
Set a time to generate routine reports automatically
Data Import/Export
Import and export data to and from software applications
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Traceability
Track and document the history, application, or location of an item or activity
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Fields
Customize data fields to support various needs and use cases
Chemical Process Simulation
Process simulation related to chemical engineering and kinetics
Real-Time Monitoring
Active monitoring of systems, applications, or networks
API
Application programming interface that allows for integration with other systems/databases
CAD Tools
Computer aided design to create precision drawings or technical illustrations
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
Risk Assessment
Initiate collection and analysis of known risks
Quality Control
Ensure that quality requirements and standards are met across production processes
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Task Scheduling
Track and manage the scheduling of tasks
Packaging
License bundling
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Material Ordering
Generate and send material orders from estimates directly to suppliers
Version Control
Track revisions and updates made to files and navigate between different versions
Inventory Control
Monitor product stock levels
Material Requirements Planning
Material requirements planning software manages the scheduling and inventory control for manufacturers.
Forecasting
Form predictions based on past and present data/trends
MES
Manufacturing execution systems focus on quality control in the production process.
Access Control
Regulate who can view information within the system
ERP integration
Integrate with existing ERP systems
Production Scheduling
Plan and schedule the use of production resources
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Data Visualization
Graphical representation of data
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
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
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
Certification Tracking
Maintain personal certifications/qualifications
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Version Control
Track revisions and updates made to files and navigate between different versions
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Activity Tracking
Track and document all activities across devices, networks, and other systems
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Real-Time Reporting
Active reporting of data and metrics
Document Review
Review and analyze existing information across documents
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Real-Time Updates
Receive system updates as soon as any changes are made
Electronic Signature
Digitally sign online documents
Email Alerts
Receive and/or send email notifications for urgent updates, requests, or other information
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Root Cause Analysis
Identify and analyse the reasons behind accidents
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Document Storage
Store and organize documents in a centralized system
Nonconformance Tracking
Identify issues and deviations from specifications
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Quality Control
Ensure that quality requirements and standards are met across production processes
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Emergency Response Planning
Develop and maintain plans and procedures to effectively respond to accidents, natural disasters, or workplace incidents
Environmental Compliance
Guidelines for conforming to environmental laws, regulations and requirements
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
Data Collection
Process of gathering, measuring, and analyzing accurate data
OSHA Recordkeeping
Maintain records necessary for compliance with Occupational Health and Safety Administration requirements
Data Import/Export
Import and export data to and from software applications
Personnel Drug Testing
Scheduling
Plan availability and assign specific time slots for tasks and resources
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
Health Risk Assessment
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Health Record Access
Gaining access to confidential health documents and information
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Incident Reporting
Report and update incidents related to health or workplace injuries that occur on a job or en route to a job site
Immunization & Allergy Tracking
Manage updates to member's immunization records and track individual allergies
Appointment Scheduling
Schedule appointments via a calendar
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Incident Response Checklists
Checklist to confirm the incident and response.
API
Application programming interface that allows for integration with other systems/databases
Status Tracking
Track the status over time for a request, process, asset, or transaction
Customizable Forms
Customize contracts and forms to collect specific information
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Quality Control
Ensure that quality requirements and standards are met across production processes
Mobile Alerts
Notifications via mobile devices
Task Scheduling
Track and manage the scheduling of tasks
Data Import/Export
Import and export data to and from software applications
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Fields
Customize data fields to support various needs and use cases
Document Storage
Store and organize documents in a centralized system
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Activity Tracking
Track and document all activities across devices, networks, and other systems
Risk Alerts
Notifying as a warning or reminder of a potential or imminent hazard
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Customizable Reports
Alter the layout and content of reports
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Version Control
Track revisions and updates made to files and navigate between different versions
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Real-Time Data
Receive data and information in real time
Real-Time Updates
Receive system updates as soon as any changes are made
Risk Assessment
Initiate collection and analysis of known risks
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Data Visualization
Graphical representation of data
Real-Time Reporting
Active reporting of data and metrics
Accident Investigation
Analyze circumstances of an accident and implementing corrective actions for future prevention
Estimating
Estimate expected cost based on various factors before a project begins
Budgeting/Forecasting
Create budgets based on historical data and future projections
Team Collaboration
Allow multiple team members to edit and work on the same document
Scheduling
Plan availability and assign specific time slots for tasks and resources
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Updates
Receive system updates as soon as any changes are made
Electronic Signature
Digitally sign online documents
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Task Scheduling
Track and manage the scheduling of tasks
Multiple Projects
Ability to handle several projects simultaneously
Contractor Database
Easily track all contractor information in one centralised location
Qualification Tracking
Track certifications, qualifications, and licenses for employees, contractors, etc.
Project Tracking
Monitor the progress of projects from start to finish
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Mobile App
Access the system via a mobile application
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Job Costing
Calculate total itemized costs, including initial costs and any changes
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Equipment Tracking
Track the location of specific equipment at all times
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Forms
Customize contracts and forms to collect specific information
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Customizable Reports
Alter the layout and content of reports
Project Time Tracking
Measure time to completion or hours worked for projects
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
API
Application programming interface that allows for integration with other systems/databases
Cost Estimating
Forecast the cost and resources required to complete a project
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
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
Risk Alerts
Notifying as a warning or reminder of a potential or imminent hazard
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Emission Reduction Planning
Plan and set emission reduction targets to reduce environmental impacts
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Data Visualization
Graphical representation of data
Forecasting
Form predictions based on past and present data/trends
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Email Alerts
Receive and/or send email notifications for urgent updates, requests, or other information
Change Management
Track and monitor efficient handling of all changes/transitions
Training Management
Track employee/learner's progression through training programs
Stakeholder Engagement
Keep stakeholders engaged via communications, reports, surveys, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Incident Management
Manage and track all disruptions and incidents
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
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Predictive Analytics
Predict future data based on historical data sets
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
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Reports
Alter the layout and content of reports
Waste Management
Track and report on waste management and disposal processes.
Benchmarking
Compare key metrics for the business against prominent players in the industry
Permit Management
Manages, automates, stores, and tracks permits to ensure regulatory compliance for multiple industries
Data Collection
Process of gathering, measuring, and analyzing accurate data
Carbon Emissions Calculations
Calculate carbon emissions output and footprint
Energy Management
Track energy consumption and/or manage energy-saving measures.
Multi-Location
Manage and support multiple locations
Forms Management
Store, manage and track all forms in a centralized location
Sustainability Management
Manage and monitor compliance with government regulations on environmental standards
Secure Data Storage
Securely stores data to prevent data loss or breaches
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Hazardous Materials Management
Document use of hazardous materials and procedures related to their handling and disposal
Document Management
Store, manage, and track all electronic documents in a centralized location
Air Emissions Management
Track and report on air emissions (e.g., pollutants, gases, and vapors) released into the environment
Asbestos Management
Track and report on asbestos location, quantities, and other building-level data.
Water Management
Track and report on water consumption and/or water quality.
Data Import/Export
Import and export data to and from software applications
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Supplier Management
Manage all supplier data and operations
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Progress Reports
Document and report the progress of ongoing projects
Alerts/Escalation
System alerts about the need to escalate an issue or request
Multiple Data Sources
Allows users to manage data from a number of sources
Task Scheduling
Track and manage the scheduling of tasks
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Projections
Estimate or forecast of a future scenario based on the study of present trends
Risk Assessment
Initiate collection and analysis of known risks
API
Application programming interface that allows for integration with other systems/databases
KPI Monitoring
Tracking the status of previously identified performance measurements
Emission Calculations
Measure the output of all types of emissions into the environment.
Environmental Metrics
View and track various environmental indicators including material wastage, energy usage, and carbon footprint
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Scoring
Automatically calculate score after the assessment
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Customizable Reports
Alter the layout and content of reports
Customizable Dashboard
Alter the layout and content of dashboards
Benchmarking
Compare key metrics for the business against prominent players in the industry
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Auditing
Examine established processes and records to ensure accuracy, compliance, and policy adherence
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Activity Tracking
Track and document all activities across devices, networks, and other systems
Prioritization
Arrange tasks based on the level of priority or urgency
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Risk Scoring
Assess and score risks using risk matrices
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Reports
Alter the layout and content of reports
Predictive Analytics
Predict future data based on historical data sets
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
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Data Visualization
Graphical representation of data
Risk Reporting
Reporting of risks associated with specific actions, events, or entities
Version Control
Track revisions and updates made to files and navigate between different versions
Risk Assessment
Initiate collection and analysis of known risks
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Risk Analysis
Analyze potential risks across the organization
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
API
Application programming interface that allows for integration with other systems/databases
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
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



