PBCs (Prepared by Client)
Drive seamless document control, stakeholder collaboration and realtime visibility by Audit Project and Sarbanes-Oxley 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
Best-in-Class Integrated Project, Resource and ultimately, Results Management
Achieve maximum cost effectiveness, team satisfaction and predictable results - including on your mobile!
- Avoid Project delays and team scheduling with over / under loaded resources
- Eliminate team frustration with tedious and unclear schedule changes
- Be automatically alerted before (not after) a Project begins to get delayed
All supported with beautiful dashboards, detailed reports and documentation, including on mobile.
SOX & Other Compliance
Incredibly simple and powerful Sarbanes-Oxley Workflows and Test Templates
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
