PBCs
(Prepared by Client)
Resource
Optimization
SOX & Other Compliance
Issue
Management
Task
Management
Certifications
& Surveys
Integrated
Flowcharts
ERM
Document Management
Enterprise
Edition

PBCs (Prepared by Client)

Drive seamless process control and realtime visibility and collaboration by Project and/or SOX control.

  • Request documents with due dates from specific owner/s
  • Collaborate seamlessly through automated workflows
  • Store / annotate documents by requested Project or SOX Control

Resource Optimization

Stay on top of your Plan – every minute, worldwide!

Convert your Resource Plan into level-loaded Schedules and Report Time and Project Completion - with drag & drop Gantt Charts.

  • Avoid Project delays / failures with over / under loaded resources
  • Eliminate team frustration with tedious and unclear schedule changes
  • Be automatically alerted before a Project begins to go South (not after)

All supported with beautiful dashboards, detailed reports and documentation, including on mobile.

SOX & Other Compliance

Incredibly simple and powerful Process Management

Stay on top of all your Risks, Controls, Testing and Results – every minute, worldwide!

  • Import your own Risk & Control Matrix (RCM) and Narratives
  • Leverage Big 4-class Walk-through and Test of Control templates
  • Attach evidence and enable Manager's Review, with workflow
  • Schedule resources and track progress

All supported with beautiful dashboards, detailed reports and documentation, including on mobile

Issue Management

Demonstrate Business Value – Collaborate Company-wide

All Issues - at your finger-tips

  • Automated reminders for management actions
  • Automated tracking of completed, in-progress and delayed issues
  • Management access to update issue status

All supported with beautiful dashboards, detailed reports and documentation, including on mobile.

Task Management

Enable great collaboration and productivity in recurring tasks –
e.g., Book Close / Reporting / M&A – across the organization

One-glance status, including delays

  • Effortless and crystal clear planning
  • Define dependencies and keep the team unified, automatically
  • Avoid unproductive emails / meetings on status catch-ups

All supported with beautiful dashboards, detailed reports and documentation, including on mobile.

Certifications & Surveys

Ensure compliance and gather structured feedback, effortlessly

Multi-level, documented compliance and feedback – SOX 302 Certifications, Control Self-assessments, Ethics, Policies, Vendor / Customer Compliance (internal and external)

  • Automate feedback and certification processes – worldwide
  • One-glance status, including comments and delays

All supported with beautiful dashboards, detailed reports and documentation, including on mobile.

Integrated Flowcharts

Effortlessly map your processes

  • Visually integrate your processes to your Risks, Controls and Projects
  • Seamlessly update your flowcharts when you update your SOX Risks, Controls or Projects

ERM

Facilitating more effective conversations with your stakeholders

  • Best-in-class aggregation of stakeholder feedback - more than just Likelihood and Impact
  • Intuitive visualization (Heat Maps) of stakeholder feedback
  • Convert and track your Heat Mapped risks to mitigation actions across the enterprise

Document Management

Every document, meaningfully connected!

  • Request, receive and store documents by Project and SOX Control
  • Track completion of requests, including In-progress and Past-Due

Enterprise Edition

Leverage the full functionality and inter-connectivity of the full suite of products – the complete solution

Free Demo

You can also fill in our REQUIREMENTS ASSESSMENT FORM to get a proposal of our custom solution for your business.