at Financial Technnology Year
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Miro Enterprise from Miro
Infinite canvas for collaboration, insurance product development templates, customer journey mapping tools, regulatory compliance frameworks, integration with insurance sector tools, secure sharing for distributed teams, real-time collaboration, and version control.
Product analysis by function
Collaborative Design Platforms for Product Development
Tools that facilitate collaboration among product developers, actuaries, underwriters, and other stakeholders throughout the product development process.
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User Collaboration & Communication
(5 Yes /5 Known /15 Possible features)
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Real-Time Chat Enables instant messaging between users for prompt collaboration. |
Notes and public documentation state real-time instant multi-user collaboration is a core functionality in Miro. | |
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Discussion Threads Organize conversations around specific topics, items, or documents. |
Miro supports topic-based conversation threads on boards and items. | |
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Video Conferencing Integration Connects with video meeting tools (e.g., Zoom, Teams) directly from the platform. |
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Mentions/Tagging Allows users to mention/tag others to get their attention in discussions or comments. |
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Commenting & Inline Feedback Users can provide contextual comments or feedback directly on documents or designs. |
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Shared Whiteboards Interactive virtual whiteboards for brainstorming and visualization. |
Infinite canvas and 'whiteboard' metaphor is the foundation of Miro. | |
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Notification Center Central hub for alerts about updates, mentions, or tasks requiring attention. |
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Activity Feed View recent actions and changes across the platform. |
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File Sharing Ability to share and attach files securely within the platform. |
Miro enables users to securely share files and attachments on boards. | |
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Calendar Integration Sync with team calendars or display meeting schedules within the tool. |
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Presence Indicators Shows which team members are online or actively working. |
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Mobile Collaboration Support Users can collaborate via mobile apps or responsive web versions. |
Mobile app and responsive web client support collaborative actions on mobile, confirmed in public specs. | |
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Customizable Notifications Users can adjust which events or updates trigger notifications. |
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Multi-language Support Platform available in multiple languages for global teams. |
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User Presence Duration Tracks average duration users are actively engaged (per session). |
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Document & Knowledge Management
(10 Yes /10 Known /15 Possible features)
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Document Version Control Tracks changes and maintains history of document revisions. |
Board and document version history is a native feature in Miro Enterprise tier. | |
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Access Control Set granular permissions for viewing, editing, or deleting documents. |
Enterprise plans provide granular access control for board/document edits, as per Miro's security documentation. | |
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Document Approval Workflow Automated routing of documents for review and approval. |
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Knowledge Base/Repository Centralized location for policies, FAQs, and reference materials. |
Templates, policies, workflows, and journey mapping boards can be centrally housed; Miro supports Knowledge Base style organization with folders, templates, etc. | |
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Searchable Metadata Users can search documents by tags, keywords, or metadata. |
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Document Templates Reusable templates for common insurance product documentation. |
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Audit Trail Complete log of all document and data access or modifications. |
Enterprise documentation states a full audit trail, tracking document and user actions. | |
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Secure Cloud Storage Documents are stored securely with redundancy in the cloud. |
Miro uses secure cloud storage; compliance settings and regional options on enterprise. | |
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Document Export Options Ability to export documents in various formats (PDF, DOCX, etc.). |
Boards can be exported to common formats (PDF, images). | |
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Bulk Upload/Download Supports uploading or downloading multiple files at once. |
Bulk upload/download (e.g., image, PDF, CSV, templates) available via UI and API. | |
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Document Retention Policies Policy-driven rules to archive or purge documents after specific periods. |
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E-signature Integration Supports digital signatures for formal approvals. |
Integrates with DocuSign and other e-signature solutions according to Miro marketplace. | |
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Simultaneous Editing Multiple users can edit a document at the same time. |
Multiple users can co-edit a board in real time (simultaneous editing). | |
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Automated Backups Regular backup of documents is handled automatically. |
Data and document backup/restore are included in enterprise features, per docs. | |
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Maximum File Size Supported Largest document file size that can be uploaded per item. |
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Workflow & Process Management
(0 Yes /0 Known /15 Possible features)
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Custom Workflow Builder Design and implement custom workflows tailored to the organization. |
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Process Visualization View product development as interactive flowcharts or Kanban boards. |
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Task Assignment Tasks can be assigned to specific users or teams. |
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Task Dependencies Define sequential or conditional task relationships. |
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Role-Based Task Views Customize task visibility based on user role. |
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Approval Gates Enforce staged approvals for critical workflow steps. |
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Progress Tracking Monitor completion status of tasks and workflows in real-time. |
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Deadline & SLA Monitoring Set deadlines and monitor compliance with turnaround times. |
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Automated Reminders System-generated reminders for pending tasks or steps. |
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Bulk Task Updates Update multiple tasks at once for efficiency. |
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Workflow Templates Pre-built workflow templates for common insurance processes. |
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Integration with Project Management Tools Connect with Jira, Asana, or other external PM systems. |
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Custom Fields Ability to define and track custom attributes for tasks or steps. |
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Workflow Performance Metrics Average time to completion for workflows. |
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Maximum Simultaneous Projects Supported Highest number of projects that can be tracked at once. |
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Integration & Interoperability
(5 Yes /5 Known /15 Possible features)
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API Availability Access to open APIs for custom integrations. |
APIs available for custom integrations and automations on enterprise plan. | |
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Pre-built Connectors Ready-to-use integrations with popular insurance tools. |
Multiple pre-built connectors (e.g., Jira, Salesforce, Slack); App Marketplace confirms. | |
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Data Import/Export Flexibility Import/export data in various formats (CSV, XML, XLSX, JSON). |
Data import/export in various common formats (CSV, XLS, PDF, image). | |
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Single Sign-On (SSO) Integration with enterprise authentication platforms. |
Single Sign-On (SSO) via SAML, OAuth—see security/compliance section of Miro Enterprise website. | |
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Webhook Support Trigger external events based on platform actions. |
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Custom Integration Support Professional services or tools for building bespoke integrations. |
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ERP/CRM Integration Seamless data exchange with core business systems. |
Integration with Salesforce and other common CRMs available. | |
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Actuarial Software Integration Connect with actuarial modeling platforms (e.g., Prophet, MoSes). |
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Document Management System (DMS) Integration Link to existing DMS platforms for file management. |
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Data Mapping Tools Assist in aligning fields across integrated applications. |
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Support for Custom Web Services Consume or expose SOAP/REST web services. |
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Integration Latency Average time for data to sync between systems. |
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Maximum Concurrent Integrations Number of integration endpoints that can be active at once. |
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Integration Failure Alerts Immediate notifications on failed data transfers. |
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Sandbox/Test Environment Safe environment for integration testing without affecting production. |
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Security & Compliance
(6 Yes /6 Known /15 Possible features)
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End-to-End Encryption All data is encrypted in transit and at rest. |
All data in transit and at rest is encrypted (AES-256); confirmed on security page. | |
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Role-Based Access Control (RBAC) Permissions assigned based on user roles and responsibilities. |
Granular permissions and RBAC (role-based access control) available on enterprise. | |
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Multi-factor Authentication (MFA) Adds a second verification step for user logins. |
Multi-factor authentication supported, either natively or via SSO provider integration. | |
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Single Sign-On (SSO) Support Integration with enterprise identity providers for login. |
SSO with multiple providers documented and available. | |
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Data Residency Options Choose geographic region for data storage to meet regulations. |
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Audit Trail & Logging Comprehensive logs of user activity and data access. |
Audit trail & logging are included as enterprise audit features. | |
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Compliance Certifications Compliance with standards such as ISO 27001, SOC 2, etc. |
Compliance certifications (e.g., SOC 2, ISO 27001, GDPR) listed on compliance page. | |
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Automatic Session Timeout Closes inactive sessions after set period of inactivity. |
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Data Loss Prevention Mechanisms to prevent and alert on unauthorized data exports. |
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Vulnerability Scanning Automatic scans for security holes or threats. |
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Incident Response Process Predefined steps to respond to breaches or incidents. |
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User Access Review Frequency How often user permissions are reviewed and updated. |
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Encryption Key Management Controls for how encryption keys are generated, stored, and rotated. |
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Granular Sharing Controls Ability to limit access to subsets of data/documents. |
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Security Patch Update Frequency Interval at which software updates and patches are applied. |
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Product Modeling & Prototyping
(5 Yes /5 Known /15 Possible features)
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Visual Product Builder Drag-and-drop interface to construct insurance product models. |
Miro provides a visual drag-and-drop canvas to build product blueprints and journey maps. | |
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Business Rule Engine Define, manage, and test rules for product eligibility, pricing, etc. |
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Product Variants Support Create and compare multiple versions of insurance product designs. |
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Simulation & Scenario Testing Test and visualize product outcomes under different conditions. |
Scenario testing and simulations possible via templates and custom frameworks (e.g., customer journey or decision trees for insurance). | |
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Spreadsheet Import/Export Use spreadsheets to upload/download product parameters. |
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Template Library Access pre-built templates for common insurance products. |
Insurance product templates and library available in Miroverse and as part of Enterprise onboarding. | |
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Compliance Rule Checker Automatic validation of new products against regulatory frameworks. |
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Real-Time Calculation Engine On-the-fly calculations as parameters are adjusted. |
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Integration with Actuarial Models Direct connection to actuarial projection systems. |
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Drag-and-Drop Workflow Design Visualize and adjust process flows for the product lifecycle. |
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Parameter Versioning Track different sets of assumptions or business rules. |
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Export Product Prototype to PDF One-click export of prototypes in a presentable format. |
Export boards and prototypes to PDF using built-in export features. | |
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Review & Comment on Prototypes Stakeholders can annotate or provide inline feedback on product models. |
Review and inline comments on boards are a core functionality—supports collaborative feedback. | |
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Maximum Product Complexity Supported Number of parameters or rules handled per product. |
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Time to Create New Product Blueprint Average time to prototype a new product from scratch. |
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Analytics & Reporting
(2 Yes /2 Known /15 Possible features)
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Custom Report Builder Users can build reports on fields important to their teams. |
Custom reporting possible through visual analytics plugins, exports, and integration with business intelligence tools. | |
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Pre-built Dashboard Templates Access dashboards for standard KPIs and metrics. |
Pre-built dashboard templates available for meetings, product development, retrospectives, etc. | |
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Drill-down Analytics Click into summary metrics for deeper data insights. |
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Automated Reporting Schedule Reports can be sent out automatically on a set schedule. |
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Export Reports Download reports in various formats (CSV, PDF, XLSX). |
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Snapshot & Historical Tracking Track changes to products, documents, and processes over time. |
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Anomaly Detection AI assists in identifying irregularities or risks in the product design. |
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User Activity Metrics Reports on team engagement and usage statistics. |
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Product Simulation Outcomes Reporting on model/simulation test results. |
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Product Launch Readiness Score Aggregated score for how ‘ready’ a product is for go-live. |
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Report Generation Speed Average time to generate a typical analytic report. |
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Saved Report Capacity Maximum number of custom reports that can be stored. |
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Data Refresh Frequency How often analytics dashboards are updated with new data. |
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Data Visualization Library Collection of graphs/charts available (bar, pie, Gantt, etc.). |
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Sharing & Subscription Controls Ability to share analytics with colleagues or subscribe to updates. |
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Usability & User Experience
(6 Yes /6 Known /15 Possible features)
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Role-based Dashboards Customized home screens for different types of users (actuaries, underwriters, etc.). |
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Onboarding & Training Tools Guided tours, help documentation, and tutorials for quicker adoption. |
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Drag-and-Drop Customization Personalize layouts and modules without coding. |
Drag-and-drop customization for boards, modules, and widgets is a native feature. | |
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Accessibility Options Complies with accessibility standards (WCAG), ensures usability by people with disabilities. |
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Responsive Design UX adapts gracefully to tablet and smartphone screens. |
Highly responsive web and mobile design, optimized for all screen sizes (tablet, desktop, mobile). | |
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Dark Mode Support Theme option for low-light environments. |
Miro offers a dark mode for all users, including enterprise. | |
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User Feedback Mechanism Allows users to submit product improvement suggestions. |
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Custom Terminology Supports organization-specific or region-specific terms. |
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Cross-browser Compatibility Works on all major web browsers. |
Cross-browser compatibility is a requirement for the SaaS platform. | |
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Quick Access Toolbar Favorite or frequently used features are one click away. |
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Search Across Modules Global search bar indexes all relevant data. |
Global/cross-module search is included in the interface. | |
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Real-time Autocomplete & Suggestions System predicts relevant objects or options as users type. |
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Field-level Help Instant tooltips and context help for form inputs. |
Instant field-level help via tooltips and context-sensitive help are built into Miro’s guided onboarding. | |
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Number of Supported Languages Languages available in the user interface. |
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Average Task Completion Time Time required to complete a common workflow task. |
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Stakeholder Engagement & Transparency
(2 Yes /2 Known /15 Possible features)
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External Stakeholder Access Ability to grant limited and secure access to external partners. |
Publicly shareable links and password-protected guest access enable external stakeholder collaboration. | |
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Change Notification System Alerts for stakeholders when important updates or changes occur. |
Miro notifies members of updates and changes in real-time and by email. | |
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Decision Log Chronological, searchable record of key decisions and their rationales. |
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Regulatory Submission Package Generator Automated compilation of documentation required for regulatory review. |
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Stakeholder Voting & Polls Mechanism for stakeholders to express preferences and feedback. |
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Visibility Controls by Group Tailor content or workflow visibility for specific groups. |
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Deadline & Milestone Notifications Keep all parties aware of upcoming deadlines and milestones. |
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Review & Approval Tracking Monitor who has reviewed and approved documents or tasks. |
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Public vs. Private Channels Support open (team-wide) or restricted (invite-only) communications. |
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Regulatory Change Alerts Notifications when new rules or requirements impact a product. |
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Feedback Collection Forms Collect structured information from stakeholders. |
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Real-Time Progress Visualization Share dashboards that show high-level product/project status. |
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Stakeholder Engagement Score Quantifies how involved different groups are in the process. |
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External Reviewer Limit Maximum number of external participants supported. |
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Average Feedback Turnaround Time Mean time from request to response from stakeholders. |
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Automation & Efficiency
(4 Yes /4 Known /15 Possible features)
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Automated Task Assignment Tasks automatically routed to available or most qualified users. |
Miro automations (through Zapier and integrations) can auto-route task assignments. | |
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Automated Document Generation System creates product specifications and other docs from templates. |
Automated document generation is possible through templates and automation integrations. | |
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Bulk Operations Batch processing of items (e.g., approve, edit, delete). |
Batch/bulk board and asset manipulation is documented in admin/admin-level automation tools. | |
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Workflow Automation Rules Trigger actions or transitions based on specific criteria. |
Board actions, reminders, assignments, and notifications can be automated via built-in tools or external integrations. | |
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Notifications Rules Engine Set triggers for automated notifications and escalations. |
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Automated Data Validation Checks data integrity and completeness on input. |
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Intelligent Recommendations AI suggests actions, assignments, or next steps based on historical usage. |
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Scheduled Data Imports/Exports Automate recurring data sync tasks. |
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Task Recurrence Support for recurring or cyclical tasks. |
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Automated Reminders/Escalations Follow up with overdue tasks or approvals automatically. |
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Template-driven Product Setup Quickly instantiate new products from rule-driven templates. |
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Auto-Completion Suggestions Predictive text or form auto-fill for efficiency. |
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API-driven Automation Leverage system APIs for external automation scripts or workflows. |
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Time Saved Per Automation Average hours saved per process automated. |
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Automation Success Rate Percentage of automated processes that complete successfully. |
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Support, Scalability & Maintenance
(3 Yes /3 Known /15 Possible features)
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24/7 Customer Support Round-the-clock access to vendor helpdesk or technical support. |
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In-app Help & Chatbots Instant self-service help available through context-aware chat. |
Context-aware in-app help and chatbot available for Enterprise users. | |
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User Community Forums Access to forums for sharing best practices and troubleshooting. |
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Dedicated Account Manager Named resource who understands and manages your account. |
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Service Level Agreements (SLAs) Guaranteed response and resolution times for support tickets. |
SLAs provided at enterprise tier; outlined in vendor documentation/contracts. | |
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Multi-Tenant Architecture Supports multiple independent business units on one platform. |
Multi-tenant support confirmed in enterprise documentation, enabling separate workspaces/business units. | |
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Custom Branding Ability to white-label the platform with company-specific logos/colors. |
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Regular Feature Updates Platform is enhanced with new features on a predictable schedule. |
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Up-time SLA Service availability guarantee (target up-time percentage). |
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Disaster Recovery Plan Comprehensive approach for failover and recovery. |
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High Availability Configuration Options for redundancy and uninterrupted service. |
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Capacity Scaling Limits Maximum number of concurrent users or data volume supported. |
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Upgrade Path Clarity Documentation and process for managing platform upgrades. |
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Support Ticket Response Time Average time vendors take to respond to support tickets. |
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Onboarding Support Guided setup and training for new customers or users. |
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