Never ask for the same information more than once. Collect the right information from your stakeholders - the first time.
The Intelliworx platform utilizes a quick and easy interview style information gathering methodology similar to popular tax software services. With this data collection system, we gather whatever data you require and populate any document that requires the information.
- Collect data for every type of form (simple or complex) and multi-form processes
- Unlimited number of forms in a custom library
- TurboTax® style Action based interviews
- Digital signatures for compliant forms
- PDF document population
With our task driven workflow engines, you can easily automate dynamic data collection and business workflow processes. Complicated and time consuming tasks will become simple for your stakeholders.
Streamline and improve any business processes with on-the-fly workflow configuration.
- User friendly dashboards
- Task and sub-task details
- Stakeholder status details
- Easily obtain information from third party stakeholders
- Administratively review, approve, and digitally sign documents all in one easy to use application
Keep people in the loop during any task or process with our notification capabilities. Lack of communication is a thing of the past.
- Task triggered notifications and reminders
- Manual and automated communication with stakeholders
- Configurable email templates for non-secure, non-PII communication
- Configurable letter templates for secure, PII communication
Have your system seamlessly send, receive, and store information.
- Transactional platform to front-end Systems of Record
- Platform applications can be Systems of Record
- Sync with current databases and applications
- Connectivity with external systems
- Configurable Integration Data Mapping
Your security is our priority.
- Role/permission based access control
- Ability to support any kind of organizational hierarchy
- Ability to integrate with identity providers for SSO
- FedRAMP and FISMA moderate certifications with current ATOs