Key Features

• Workflow Orchestration: Leverage an intuitive visual interface to drag and drop business logic components. It facilitates smooth workflow orchestration across a broad ecosystem. 
• Integration: Seamlessly connect with external applications to dig deeper into all available data. Use the drag-and-drop visual builder to integrate business applications in a low-code environment. Consolidate data from multiple sources into one clean dashboard to empower agile business decision-making. Popular integrations include Google Charts, DocuSign, QScheduler, Amazon S3, Google Docs and many more. 
• Project Management: Send project reports, specify timelines and create calendar invites to keep every team member in the loop. Set reminders and alerts to ensure the project deadlines are met. Create and email report subscriptions on a daily, weekly or monthly basis. 
• Training Management: Create training agendas, specify course requirements, upload training materials, set assignments and more. Monitor the employee training progress and achievements with customizable reports, dashboards and notifications. A personalized training management module aids in accessing, managing and maintaining training information such as certifications, qualifications, compliance and licensing data in a central data repository. 
• Security: Access data securely with IP-Filtering, Single Sign-on and Two-step authentication. Leverage advanced data encryption to encrypt data with customer-specific encryption keys. 
  • Compliance: The platform’s security standards are in compliance with SOC 1 / SOC2, EU-US Privacy Shield, HIPAA and DFARS regulations. 
• Dashboards: Create custom dashboards with different chart types, including bar, line, funnel, pie, bubble and more. The drill-down functionality provides detailed insights. Filter, group, modify and search dashboards for analysis purposes. Design highly personalized, role-based dashboards with simple drag-and-drop functionality. Eliminate unnecessary information and highlight firm obligations like pending tasks, upcoming events, deadlines and more. 
• Reporting: Generate reports with data consolidated from business applications and third-party integrations. Highlight the firm’s strengths with custom reports and synchronize results across all applications. Get a steady feed of intuitive reports and timely insights delivered directly to the dashboard. 

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