How It Works...
There are five modules. Each have been designed to provide valuable functionality. They work together to create an extremely powerful platform.
Data Collection 
Process Automation 
Intuitive Engagement 
Integration Services 
Security Data Collection
Replace paper and fillable forms by using intelligent interview-flows to collect information.
Information being collected is done through easy to understand questions, asking for information only once. Submitted information can be rendered to any number of forms in your library, simultaneously.
Features
- The platform meets the requirement for the 21st Century IDEA (Sections 5-6)
- Create custom questions to collect data for unlimited forms required in all your business processes
- Collect data for every type of form (simple or complex) and multi-form processes
- Unlimited number of forms in a custom library
- Intelligent action-based interviews
- Meet compliance with Electronic Signatures
- Render submitted information to PDFs on-demand
- Ability to combine questions to complete multiple forms in a single adaptive interview
Process Automation
Streamline and improve any business process with on-the-fly workflow configuration and automation.
Configure workflow templates to meet unique requirements of each business process. Transform complex data collection requirements with efficient and easy to understand interview-flows.
Features
- Multiple user-friendly dashboards
- Display Individual and System level tasks
- Ability to drill down to sub-task details
- Easily obtain information from third party systems
- Administratively review, approve, and digitally sign documents
Intuitive Engagement
Make communication a priority.
Keep people engaged during any task or process with our notification capabilities.
Features
- Notifications can be automatically sent on completion of individual tasks, on a date and time, and sent manually.
- Easy to set up and change on the fly
- Configurable email templates for non-secure, non-PII communication
- Configurable letter templates for secure, PII communication
Integration Services
Need to connect to other systems?Have your system seamlessly send, receive, and store information.
Features
- Can be a modern front-end to your legacy system
- Platform applications can be Systems of Record
- Connectivity with external systems
- Configurable system to system Data Mapping Tables
- REST APIs, Web Services, point to point, middleware, BPM etc.
Security
Your security is our priority.
We work hard to keep your information safe and secure.
Features
- Secure communications
- Role/permission based access control
- Ability to support any kind of organizational hierarchy
- Ability to integrate with identity providers for SSO
- FedRAMP moderate authorization with multiple current ATOs
Additional Features
Our platform can do more for your organization.
- Custom Reporting
- Fully configurable email and letter templates with mail merge functionality
- Learning and Knowledge Assessment
- Conditional Help and Documentation
- Section 508 Compliance
- Scheduled Tasks and Notifications
- Data Storage and Records Management
- Single Sign-on (SSO)