Platform Key Features Run-through
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Initiatives OverviewRobust initiative management support for organization’s mandated activities. Manage your relevant compliance related entities with a high-level view that still allows you to execute on a scale of necessary detail.
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Initiative DetailsEach Initiative is a complex entity with a lot of things organized in one place. At this level you can:
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Quantify the impact of risk with an intuitive scoring system that can measure reputational, regulatory, and member/beneficiary risk.
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Proactively manage the organization's license portfolio and customer complaints by geography and type, ensuring up-to-date status on current and future requirements.
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Digitize documents, simplify workflows, and ensure compliance with procedures.
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Work PlanA comprehensive view of all initiative-related processes, providing a bird's eye view for monitoring and management. Designed for easy tracking, customization, and adaptability to meet organization's unique needs:
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List View view displays all the Initiative steps in a simple, organized list for quick reference and easy understanding of ongoing steps.
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Board View allows to visualize the Initiatives steps in a kanban-style format for tracking progress and managing workflows on a stage-by-stage basis.
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Gantt Chart provides a detailed timeline, showing start and end dates, and progress for understanding the phase schedule and dependencies at a glance.
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Activity CalendarTrack dates on a large scale - zoom out to a year-long view, or in to months or weeks and days. These are ideal for long-cycle time initiatives to keep track of all their key deadlines, plus the agenda view makes a great run of the show.
Raphael did a fantastic job for us - high quality output, a great collaborator, and he made himself available for calls and work sessions around our crazy schedule.
Kyle Croyle
COO / Co-Founder