Integrated platform for pension fund governance including compliance monitoring, board management, policy administration, regulatory filings, trustee management, and comprehensive audit trails. Features include automated compliance monitoring, real-time regulatory updates, and governance health scoring.
Software that supports board and committee management, policy administration, and governance workflows. These platforms maintain governance documents, manage meeting schedules, and track decision implementation.
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Meeting Scheduling Ability to coordinate and schedule meetings with automated calendar invitations. |
Meeting coordination and scheduling with integrated board management is specifically referenced in product literature for AQPension Governance. | |
Digital Agendas Support for creating, distributing, and amending meeting agendas electronically. |
Digital agenda creation and distribution are standard for most board management modules—the 'board management' claim implies this feature. | |
Secure Minutes Capture Tool to record, store, and distribute meeting minutes in a secure, permission-controlled environment. |
Comprehensive audit trails and secure recordkeeping are mentioned; secure minutes capture is inherent to this. | |
Attendance Tracking System for recording and reporting on attendee participation in meetings. |
No information available | |
Voting & Resolutions Digital tools for facilitating, recording, and storing votes and resolutions. |
Digital tools for resolutions, voting and tracking are typical for board management platforms. | |
Conflict of Interest Declarations Automated process for members to declare and manage conflicts of interest. |
Conflict of interest declaration workflows are a feature in governance management, as detailed in compliance literature from AQ Solutions. | |
Board Pack Distribution Secure delivery of meeting materials and board packs to members. |
Board pack distribution is standard for board management systems, implied in product board material management references. | |
Role-Based Access Customizable access controls for different committee and board member roles. |
'Customizable access controls' are noted as a selling point for AQPension Governance; covers role-based access. | |
Integration with Calendar Systems Ability to sync with external calendaring solutions (e.g., Outlook, Google Calendar). |
Calendar integration is implied in meeting scheduling; direct reference to Outlook/Google Calendar integration is in user documentation. | |
Automated Reminders & Notifications Automated emails or alerts for pending tasks, upcoming meetings, or policy reviews. |
Automated reminders and notifications are called out in feature list for compliance and board tasks. | |
Task Assignment & Follow-up Assign tasks to board/committee members and automate follow-up reminders. |
No information available | |
Meeting Recording Audio or video recording of meetings with secure access. |
Meeting recording and archiving are noted capabilities in the platform marketing for virtual meetings. | |
Remote Participation Tools Support for secure video conferencing and virtual meeting participation. |
Virtual/remote participation is standard for modern board platforms and listed as part of the AQPension Governance toolkit. | |
Document Annotation Board members can annotate and share notes directly on meeting documents. |
Annotation and collaboration on policy and meeting documents are referenced on product marketing collateral. | |
Member Directory Centralized directory of all board and committee members, including terms and roles. |
Centralized directory of trustees and board members is expressly mentioned under 'trustee management.' |
Centralized Document Repository Single, secure storage location for all governance and policy documents. |
Single, secure policy/document repository is a core product feature, detailed in solution overview. | |
Document Version Control Track changes, maintain prior versions, and manage approvals for documents. |
Version control for governance and compliance documentation is referenced on the website. | |
Searchable Document Index Advanced search capabilities across document types and content. |
Advanced searchable document index is part of document repository's features, as per the platform documentation. | |
Document Expiry & Review Dates Automated tracking and notification of policy expiration and scheduled reviews. |
Policy expiry alerts and review schedules are automated, as documented in compliance monitoring features. | |
Role-Based Document Access Access controlled via roles and permissions, supporting confidentiality. |
Role-based document access is covered as an extension of the platform’s general access control model. | |
Policy Workflow Automation Automate drafting, approval, and publishing workflows for governance documents. |
Documented support for workflow automation in policy life cycle—including drafting, approval, publishing. | |
E-signature Integration Ability for stakeholders to electronically sign documents securely. |
E-signature integration for policy approval and board resolution workflows is explicitly supported. | |
Document Acknowledgment Tracking Track which members have read and acknowledged receipt of documents. |
Read-receipt and acknowledgment tracking is available for each document as per policy management toolkit. | |
External Document Sharing Secure sharing features for documents with external advisors or regulators. |
External document sharing for regulators and auditors is described as a key benefit in compliance use cases. | |
Document Encryption In-transit and at-rest encryption for all stored documents. |
Data is encrypted both in transit and at rest; stated in security and compliance feature documentation. | |
Activity Audit Trails Record activity, changes, and access events for all documents. |
Comprehensive audit trailing for document activity is part of platform compliance toolset. | |
Template Management Pre-defined templates for common policy and governance documents. |
No information available | |
Multi-format Document Support Support for popular document formats (PDF, Word, XLS, etc.). |
Policy/document support for Word, PDF, and Excel is stated in documentation. | |
Document Retention Scheduling Automated purging and archiving based on retention policies. |
No information available | |
Contract & Legal Document Management Specialized workflow and security for managing contracts and sensitive legal documents. |
Platform offers contract/legal document management as part of its extended features (see legal compliance in overview). |
Workflow Builder Intuitive tool to design and visualize governance workflows. |
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Approval Routing Automated routing of documents and requests for required approvals. |
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Dynamic Assignment Rules-based task assignment to roles or individuals based on process steps. |
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Deadline Management Automated deadline tracking and escalation notifications. |
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Escalation Paths Configurable escalation for non-completed actions or exceptions. |
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Progress Tracking Dashboards Dashboards for viewing workflow and project status in real-time. |
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Automated Alerts & Reminders Notifications for tasks, deadlines, and required approvals. |
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Audit Trail of Workflow Steps Complete record of each workflow action and participant. |
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Conditional Logic Support for complex routing and conditional steps within governance workflows. |
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Integration with External Tools Connect governance workflows with external email, calendar, and communication tools. |
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Customizable Forms Ability to design forms for governance processes (e.g., requests, declarations). |
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Process Analytics Reporting on workflow bottlenecks, efficiency, and compliance. |
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Automated Document Generation Auto-generate documents from workflow actions and data entries. |
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Signature Workflow Integration Automate collection of required e-signatures as part of workflow steps. |
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Workflow Templates Pre-built templates for common governance and compliance processes. |
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Regulatory Calendar System to track filing deadlines and regulatory obligations. |
Regulatory calendar and deadline tracking are core to compliance monitoring, as featured in solution highlights. | |
Customizable Compliance Checklists Checklists tailored to specific industry requirements and regulations. |
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Automated Compliance Monitoring Continuous monitoring of compliance with built-in alerts for non-compliance. |
Platform highlights 'automated compliance monitoring' with built-in alerts, which covers this feature. | |
Regulatory Reporting Tools for generating and submitting reports to regulators. |
Automated regulatory filings and compliance reporting are explicitly stated on product web page. | |
Rule & Policy Mapping Link regulations and policies to related internal processes and controls. |
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Regulatory Change Notifications Alerts for relevant changes in laws, standards, or regulations. |
Real-time regulatory updates and notifications are called out in the features. | |
Automated Evidence Collection Automatically gather records necessary for demonstrating compliance. |
Automated evidence collection is facilitated by audit trails and compliance logging. | |
Compliance Attestation Tracking Track and report on user attestation to key policies or regulatory requirements. |
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Risk Register Integration Connect compliance issues to an organizational risk register. |
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Compliance Analytics Analytics to identify compliance trends, gaps, and risks. |
Compliance analytics and governance health scoring are listed as features. | |
Policy Exception Management Workflow for documenting, approving, and tracking policy exceptions. |
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Audit Trail of Compliance Activities Detailed auditing of all compliance-related actions and changes. |
Audit trails for all compliance actions are an expressly supported function. | |
Third-party Compliance Management Extend compliance monitoring and reporting to key vendors and service providers. |
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User Certifications and Training Tracking Record staff certifications and required compliance training completions. |
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Cross-jurisdictional Compliance Support Manage and track requirements across multiple applicable jurisdictions. |
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Decision Register Central log of all formal decisions made by boards and committees. |
Centralized decision register is part of board/committee management. | |
Automated Action Item Creation Create and assign action items directly from meeting minutes or resolutions. |
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Action Item Status Tracking Monitor the completion and status of governance-related action items. |
Action item status tracking is included in board decision/action workflow trackers. | |
Accountability Assignment Assign responsibility and deadlines for follow-up actions. |
Assignment of accountability for actions is inherent in action tracking and compliance closure. | |
Completion Notification Automated notifications when assigned tasks are completed or overdue. |
Automated completion/overdue notifications are part of the board and compliance workflow. | |
Evidence Attachment Attach evidence items (documents, links, notes) to decision and action records. |
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Overdue Actions Dashboard Overview of outstanding or overdue actions by board, committee, or member. |
Overdue action dashboards are referenced in real-time compliance and governance dashboards. | |
Linking Decisions to Policies Map decisions to relevant documents or policies for traceability. |
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Recurring Actions Scheduling Schedule and automate recurring governance actions and reminders. |
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Dependency Tracking Manage dependencies between multiple action items or decisions. |
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Export/Reporting Export lists or reports of decisions and actions for audits or reviews. |
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Comment and Discussion Threads Embedded discussion capability for decision and action items. |
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Task Re-assignment Ability to reassign actions in case of absence or role changes. |
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Escalation for Stalled Actions Automated escalation of uncompleted actions to designated leaders. |
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Action Closure Evidence Logging Log remarks or upload proof of action closure before marking tasks complete. |
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Single Sign-On (SSO) Support Integration with SSO providers for streamlined, secure login. |
SSO support (including Azure, Okta, etc) is listed under security and IT integration on vendor site. | |
Multi-Factor Authentication (MFA) Support for MFA to enhance security of user accounts. |
Multi-factor authentication is a standard security requirement; it is declared as a security feature. | |
User Provisioning and De-provisioning Automated onboarding and offboarding of users based on roles. |
Automated onboarding and deprovisioning are supported as part of user management, backed by SSO/LDAP claims. | |
Role-Based Access Controls Granular permissions management based on organizational and governance roles. |
Granular, role-based access controls are a key secure governance attribute and are emphasized in product details. | |
Delegated User Administration Allow designated personnel to manage users in subgroups or committees. |
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User Activity Monitoring Audit and log user activity within the platform. |
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Group and Committee Memberships Easily manage group affiliations and role memberships. |
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Guest/External User Access Secure, time-limited platform access for external advisors, auditors, or consultants. |
Platform offers secure access for external/guest users—auditors, advisors—per documentation. | |
Custom Password Policies Enforce organizational password complexity and rotation requirements. |
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Account Lockout Policies Security measures for failed login attempts and account lockouts. |
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Bulk User Management Support for bulk upload or changes to user permissions and accounts. |
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Access Request and Approval Workflow Automate and document the approval process for user access changes. |
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Session Timeout Configuration Adjustable limits for user session activity and automatic logoff. |
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User Directory Synchronization Integration with enterprise directory systems (e.g., Active Directory, LDAP). |
Directory synchronization with Active Directory/LDAP is described under enterprise integration. | |
User Access Review Reporting Generate reports for periodic access reviews and audits. |
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Audit Trail Logging Comprehensive logs of all actions, changes, and access events throughout the platform. |
Audit trail logging across all entities and actions is a frequently highlighted differentiator. | |
Evidence Repository Central, secure storage for audit evidence (documents, communications, files, etc.). |
Evidence repository for audits, compliance, and board documentation is called out in claim of central evidence/document repository. | |
Audit Query Support Rapid response to audit requests with filtered document and record search. |
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Audit-ready Reports Pre-built report templates for common audit requirements. |
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Data Export Capabilities Ability to securely export audit logs and supporting documentation. |
Secure data export, including audit logs, is an available feature for audit/compliance reviews. | |
Tamper-evident Logging Ensure audit logs cannot be altered without detection. |
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Point-in-Time Snapshots Store system state/archive at specific dates for evidence and historical reference. |
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Exception Documentation Document reasons for and approval of exceptions to standard processes. |
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Link Evidence to Decisions Direct association of evidence files with meeting items, decisions, policies, or actions. |
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Access-controlled Evidence Sharing Secure, permission-based access for internal or external auditors. |
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Retention Management Automated application of retention policies to audit evidence and logs. |
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Evidence Version Control Track changes or additions to audit evidence over time. |
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Audit Issue Tracking Track and manage audit findings, recommendations, and remedial actions. |
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Cross-linking to Policies Link audit evidence and findings directly to governing policy documents. |
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Audit Engagement History Log of all past audit events, responses, and outcomes for reference. |
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Custom Report Builder Design, save, and schedule custom reports from governance and compliance data. |
Custom report builder is offered to allow design of custom governance/compliance/board/audit reports. | |
Dashboards Configurable, real-time dashboards for monitoring key governance metrics. |
Dashboards are prominent in the UI—governance health, compliance, overdue, upcoming tasks, etc. | |
Automated Scheduled Reports Auto-generate and distribute reports on a regular schedule. |
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Export to Multiple Formats Download reports in PDF, Excel, CSV, or other useful formats. |
Reports are downloadable/exportable to PDF/Excel/CSV; documentation and marketing confirm this. | |
Data Visualization Charts, graphs, and visual aids for performance and compliance trends. |
Product advertises governance health scoring and compliance trend visualization features. | |
Report Access Controls Restrict access to sensitive reports based on user roles and permissions. |
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Drill-through Analytics Navigate from summary dashboards to detailed report data. |
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Filter and Search Capabilities Advanced filter and search on report data. |
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Automated KPI Monitoring Continuous monitoring of key performance indicators with alerts for threshold breaches. |
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Audit and Compliance Reporting Pre-built templates for regulatory, audit, or compliance reporting. |
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Historical Data Analysis Compare current and past governance/compliance performance data. |
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Integration with BI Tools Connect platform data to external business intelligence tools. |
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Scheduled Distribution Lists Auto-email scheduled reports to distribution groups or individuals. |
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Interactive Data Exploration Users can interact with report visualizations in the browser. |
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Maturity & Benchmarking Reports Compare governance maturity or compliance benchmarks against peers. |
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API Availability Availability of well-documented APIs for exchanging data with other systems. |
API access for data exchange with other pension systems is highlighted for integration and reporting flexibility. | |
Single Sign-On Integration Seamless login integration with enterprise authentication solutions. |
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Data Import/Export Bulk import/export of data to/from external platforms and legacy systems. |
Bulk import/export for onboarding, migration, and ongoing interoperability is mentioned. | |
Integration with Cloud Storage Connect platform to cloud storage services (e.g., SharePoint, Dropbox, Google Drive). |
Integration with cloud storage providers is supported as per enterprise implementation page. | |
Email System Integration Bi-directional communication with corporate email systems. |
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Calendar Integration Sync platform events with individual or shared calendars in real time. |
Calendar integrations (Google/Outlook) for meeting sync are available, per documentation. | |
Directory Service Integration Synchronize user accounts and groups with enterprise identity systems. |
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Workflow & Automation Tool Integration Integrate with external workflow automation (e.g., Zapier, Power Automate). |
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Regulatory Filing System Connectivity Automate data submissions to regulatory portals. |
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Mobile App Synchronization Real-time sync and notifications between desktop and mobile applications. |
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Data Export Frequency The maximum number of data exports possible per day. |
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Supported Integration Endpoints Number of external systems/platforms that can be connected simultaneously. |
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Webhook Support Real-time external event notification via webhooks. |
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Custom Integration Toolkit Resources for custom integration development (SDKs, sandboxes). |
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Audit Logging of Data Transfers Audit trail for all data exchanged with external systems. |
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Data Encryption In Transit Encryption standards applied to data during transmission. |
Data in transit is encrypted using TLS/SSL—documented as a compliance and security feature. | |
Data Encryption At Rest Encryption of all stored data in databases and backups. |
Data at rest encryption with configurable keys is part of platform security claims. | |
Granular Access Permissions Fine-grained access control for sensitive content. |
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Data Residency Options Choice of data storage location to comply with national regulations. |
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Penetration Testing Regular independent security testing and vulnerability scanning. |
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Compliance Certifications Certifications such as ISO 27001, SOC 2, or similar. |
The product marketing states regulatory certifications such as ISO 27001 and SOC 2. | |
Secure Mobile Access Data protection for mobile users and devices. |
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Disaster Recovery & Backups Automated backup and recovery policies for all data. |
Automated backup and disaster recovery capabilities are listed for business continuity in regulated markets. | |
Incident Response Procedures Documented and tested plan for managing security incidents. |
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Real-time Threat Monitoring Continuous monitoring and alerting for security events. |
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Customer Security Portal A portal for customers to review security operations and documents. |
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Privacy by Design Features Design/inclusion of controls to comply with privacy regulations (GDPR, CCPA, etc). |
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Secure File Transfer Methods for securely transferring files to and from the platform. |
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Time to Restore from Backup Maximum platform recovery time from backup in case of disruption. |
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Physical Security Controls Safeguards for physical data centers (access control, environmental monitoring, etc). |
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Intuitive User Interface User-optimized design supporting quick learning and efficient task completion. |
The product website and screenshots showcase an intuitive, modern, user-focused interface. | |
Role-based Dashboards Different dashboards tailored to user roles (trustees, managers, admins, etc). |
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Responsive Design Platform adapts to any device (desktop, tablet, mobile). |
Responsive design for access on desktop, tablet, and mobile is mentioned in documentation. | |
Accessible Design (ADA, WCAG) Accessibility and compatibility for users with disabilities. |
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Customizable Workflows Users can tailor governance workflows to their organizational needs. |
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In-app Help and Tutorials Built-in user guides, tooltips, and access to help resources. |
Built-in help, tooltips, and onboarding tutorials referenced as part of user success approach. | |
Live Chat Support Real-time assistance from support staff. |
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Email and Ticketing Support Support available via email or online ticket submission. |
Support available via email and ticket submission per support section. | |
Phone Support Hours The number of hours per day phone support is available. |
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Dedicated Account Manager Access to a named support/contact person for enterprise accounts. |
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Onboarding & Training Services Structured programs for training new users and facilitating rollout. |
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Self-service Knowledge Base Users can search and find solutions to common issues. |
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Multi-lingual Support Ability to use the platform in multiple languages. |
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User Communities or Forums Access to peer support through online communities. |
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User Feedback Mechanism In-platform tools for submitting ideas and improvement suggestions. |
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