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Diligent Boards from Diligent Corporation
Secure digital board portal offering encrypted communications, document sharing, e-signatures, and collaboration tools with SOC 2, ISO 27001, and GDPR compliance features specifically designed for pension fund governance. Includes voting capabilities, meeting management, and comprehensive audit trails.
More about Diligent Corporation
Product analysis by function
Secure Board Communication Tools for Compliance and Governance
Encrypted communication and document sharing platforms designed specifically for sensitive board materials, enabling secure collaboration and decision-making among trustees and committee members.
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Core Security Features
(13 Yes /13 Known /14 Possible features)
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End-to-End Encryption All communications and files are encrypted from sender to recipient, preventing access by intermediaries. |
Diligent Boards advertises end-to-end encryption for communications and file storage per marketing, security docs, and independent audits. | |
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Granular Access Controls Administrators can define precisely who is allowed to see or edit each document or communication. |
Granular access controls frequently highlighted as a core feature for admin- and role-based restrictions. | |
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Multi-Factor Authentication Requires more than one method of authentication from users, enhancing account security. |
Multi-factor authentication is supported, as per security and SOC 2 requirements. | |
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Integration with Enterprise Directories Supports integration with existing LDAP/Active Directory for centralized identity management. |
Integration with LDAP and Active Directory is available, allowing organizations to manage identities centrally. | |
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Encryption Key Management Secure, role-based control over cryptographic keys, possibly with support for customer-managed keys. |
Encryption key management features—including customer-managed keys for enterprise—are described in security documentation. | |
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Data Loss Prevention Prevents accidental or intentional sharing of sensitive information outside the permitted environment. |
Data Loss Prevention capabilities noted as part of Diligent’s protections for sensitive documents and communications. | |
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Automated Session Timeout Automatically logs users out after a period of inactivity to prevent unauthorized access. |
No information available | |
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Secure Messaging Encryption and security controls for instant messaging within the platform. |
Instant messaging within the portal is subject to same encryption and security controls as documents. | |
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Content Watermarking Digital watermarks on documents to deter leaks and trace unauthorized disclosures. |
Digital watermarking of sensitive board documents is explicitly supported to deter leaks. | |
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Compliance Logging/Audit Trails Detailed, tamper-proof recording of all user activity for auditing and regulatory purposes. |
Audit trails and compliance logging are key features, as highlighted by Diligent's certifications and portal functionality. | |
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Data at Rest Encryption Ensures all stored data is encrypted on the server. |
Data at rest is encrypted using industry best practices—confirmed via external audit/certification. | |
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File Expiration & Recall Ability to set expiration dates on files or recall shared documents. |
Files can be set to expire or be recalled by admins, per Diligent portal guidance. | |
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Disaster Recovery & Backup Enables recovery of all data and communications in the event of a system failure. |
Diligent Boards maintains regular backups and has disaster recovery plans, per SOC 2/ISO 27001 coverage. | |
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Mobile Device Management (MDM) Compatibility Supports MDM for secure access from mobile devices and the ability to remotely wipe data. |
MDM compatibility and remote wipe capability available for enterprise mobile device security (noted on product site). |
Compliance and Governance
(14 Yes /14 Known /14 Possible features)
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Regulatory Compliance Certification Product is certified or independently audited for compliance with relevant standards (e.g., GDPR, ISO/IEC 27001). |
SOC 2, ISO 27001, and GDPR compliance certifications are listed, including independent audits. | |
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Retention Policy Management Supports configuration of document and message retention periods to comply with legal requirements. |
Retention policy management for documents/messages is a documented compliance feature. | |
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Consent Management Tracks and manages user consent for processing personal data. |
Consent management is a core part of GDPR feature set described in product details. | |
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eDiscovery & Legal Hold Allows rapid collection and preservation of relevant communications for legal purposes. |
eDiscovery and Legal Hold capabilities are promoted as part of Diligent Boards’ legal compliance tools. | |
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Automated Policy Enforcement Applies configurable governance policies automatically across the platform. |
Automated policy enforcement can be configured—widely cited in Diligent’s governance platform. | |
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Board e-Signature Capabilities Enables legally binding digital signatures for approvals and resolutions. |
E-signature capabilities are an advertised core offering for board and committee approvals. | |
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Version Control Tracks changes to documents and maintains a full history for auditability. |
Document version control is supported; full history and change-tracking available. | |
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Customizable Approval Workflows Defines and automates board paper and document approval processes. |
Customizable approval workflows are a key component of workflows for boards and committees. | |
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Geo-Fencing Controls Restricts data access based on user location to meet jurisdictional/legal requirements. |
Geo-fencing/data residency options mentioned for regulated sectors and global organizations. | |
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Accessibility Compliance Ensures platform is accessible and meets standards (e.g., WCAG 2.1) for diverse board members. |
Accessibility compliance, including WCAG adherence, is listed for board inclusivity. | |
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Role-Based Permissions Defines access rights according to trust and committee member roles. |
Role-based permissions configurable for trustees, committees, and staff. | |
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Integrated Compliance Training Provides reminders, tracking, and content related to required regulatory training. |
Integrated compliance training modules and reminders referenced in product collateral. | |
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Customizable Audit Reports Generates detailed downloadable reports for compliance and oversight. |
Audit/report capabilities are customizable for compliance and board reporting. | |
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Conflict of Interest Declarations Tracks and manages declarations for transparency in decision making. |
Conflict of interest management module tracks declarations and conflicts. |
Document Management
(13 Yes /13 Known /13 Possible features)
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Secure File Sharing Enables sharing of sensitive documents among authorized board members only. |
Secure document sharing is a foundational feature. | |
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Document Indexing & Search Allows quick location of documents using metadata, keywords, or full text search. |
Document search with indexing and meta-data filtering supported. | |
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Board Pack Compilation Automated tools to create, distribute, and update board meeting packs. |
Automatic compilation and distribution of board packs—core feature. | |
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Annotation & Notes Enables board members to add private or shared notes to documents. |
Annotation and note-taking by board members enabled, with privacy controls. | |
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Offline Access Allows authorized users to download and securely view documents offline. |
Offline secure access to downloaded documents included in usage guides. | |
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Document Tagging and Categorization Organizes files with customizable tags/categories for easy retrieval. |
Support for tagging/categorization via folders, tags, and metadata. | |
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Bulk Upload & Download Supports efficient upload or retrieval of multiple documents at once. |
Bulk operations available for document upload/download. | |
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Collaborative Editing Allows multiple board members to work simultaneously on draft documents. |
Collaborative editing available for board members (feature varies by doc type, but generally present). | |
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Redaction Tools Built-in tools for hiding sensitive information within documents. |
Redaction tools present to protect confidential data before sharing. | |
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Automated Document Expiry Files and links automatically expire based on retention settings. |
Automated expiry for files and links (per retention policy settings). | |
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Secure Document Printing Control Restricts or tracks who can print sensitive board documents. |
Ability to restrict and manage document printing is a supported security feature. | |
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Import/Export Integration Easily import documents from, or export to, other systems (e.g., DMS, cloud storage). |
Integration with other DMS/cloud systems for document import/export available. | |
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Template Library Repository of reusable, compliant document templates. |
Template libraries with compliant document types are present. |
Meeting Management
(13 Yes /13 Known /13 Possible features)
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Integrated Video Conferencing Secure video meeting platform embedded within the communication tool. |
Secure, integrated video conferencing is offered within the platform. | |
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Agenda Builder Tool to create and distribute meeting agendas, linked to supporting documents. |
Agenda builder linked to documents is a promoted meeting management tool. | |
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Calendar Integration Synchronizes with external calendars (e.g., Outlook, Google Calendar) for meeting invitations. |
Calendar integration with Outlook and Google is supported. | |
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Attendance Tracking Records and reports on meeting attendance for governance and regulation. |
Attendance tracking for meetings is available for governance and compliance. | |
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Voting & Resolution Recording Secures and records electronic voting for decisions and resolutions. |
Electronic voting and recording capabilities included for resolutions. | |
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Minutes Automation Assists with real-time or post-meeting minutes transcription and distribution. |
Minutes automation tool exists, supporting live or post-meeting creation/distribution. | |
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Live Collaboration Tools Shared workspace for notes, whiteboards, and brainstorming during meetings. |
Real-time collaboration (notes, brainstorm, etc.) is supported, especially during meetings. | |
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Quorum Detection Automated monitoring of participant presence to ensure quorum is met. |
Quorum detection and monitoring during meetings is a notable feature. | |
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Confidential Breakout Rooms Enables private, secure sub-meetings for committees or sensitive topics. |
Breakout rooms for confidential committee/sensitive discussion described in product guides. | |
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Notification & Reminder System Automated reminders for meetings, tasks, or document reviews. |
System sends automated reminders/notifications for meetings, votes, and more. | |
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Agenda Time Tracking Tracks actual time spent on each agenda item for governance and efficiency. |
Agenda time tracking supported so meeting efficiency can be measured. | |
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Integrated Conflict of Interest Checks Flags conflicts in real-time before and during meetings. |
Conflict of interest checks can be triggered before/during meetings. | |
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Secure Meeting Recording Encrypted meeting recordings stored securely for future reference. |
Meetings can be securely recorded and stored, with encryption. |
User Experience & Accessibility
(10 Yes /10 Known /10 Possible features)
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Intuitive User Interface Designed for easy, distraction-free navigation and usability. |
UI/UX is repeatedly praised for ease of use in user testimonials, reviews, and marketing. | |
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Multi-Language Support Interfaces and documentation available in multiple languages. |
Multi-language support is documented for organizations operating internationally. | |
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Screen Reader Compatibility Optimized for screen readers and assistive technologies. |
Screen reader and assistive tech compatibility noted as WCAG 2.1 compliance. | |
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Responsive Web and Mobile Apps Accessible on desktops, tablets, and mobile devices with a consistent experience. |
Responsive web/mobile apps available; mobile security also referenced. | |
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Customizable Dashboards Users can personalize their dashboard for quick access to key features. |
Dashboard customization and personalization available for users. | |
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Guided Onboarding & Tutorials Step-by-step training for new users to accelerate adoption. |
Step-by-step onboarding, with tutorials and in-app guidance, offered. | |
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Custom Notifications Preferences Allows board members to set preferences for alerts and communications. |
Notification settings are customizable for individual directors/trustees. | |
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Quick Search Functionality Global search bar to quickly find documents, messages, or contacts. |
Global quick search bar is standard in board portal, per product videos. | |
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Custom Branding Options Supports pension fund or board-specific branding and color schemes. |
Supports organization-specific branding and color schemes. | |
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Help Desk & Live Support Integration Access to real-time assistance within the platform. |
Live support and help desk integration available in-platform. |
Collaboration and Communication
(10 Yes /10 Known /10 Possible features)
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Secure Chat End-to-end encrypted instant messaging between users and groups. |
End-to-end encrypted secure chat offered to all board members/groups. | |
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Threaded Discussions Discussion threads linked to specific agenda items or documents. |
Threaded discussions can be linked to documents/agenda items. | |
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Real-Time Presence Monitoring Shows who is online or available for communication. |
Presence/availability indicators provided for board and committee members. | |
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Direct Messaging Private one-to-one communications between trustees or committees. |
Direct (private) messaging capability among members and sub-groups. | |
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Group Channels Secure, role-based channels for specific teams or projects. |
Group channels/rooms set up for committees and special topics. | |
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Announcement/Broadcast Capability Send urgent or official messages to all users or defined groups. |
Broadcast and announcement messaging capability highlighted in docs. | |
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Voice Message Support Send and receive secure voice-based messages. |
Voice message support is available in mobile/web chat modules. | |
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Inline Attachments Attach and share files directly within chat or messages. |
Files can be attached directly in chat/discussion messages. | |
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Mentions and Tagging Notify users in conversations by @-mentioning them. |
Mentions/tagging of users with @ is supported in collaborative messaging. | |
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Message Retraction Allows messages to be withdrawn after sending, with reasons logged for audit. |
Message retraction (with audit trail) available as per compliance/control guidelines. |
Integration & Extensibility
(10 Yes /10 Known /10 Possible features)
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API Access Provides secure APIs for data exchange with other platforms. |
API access available for enterprise integrations and extensions. | |
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SSO/SAML Integration Supports single sign-on via SAML, OpenID, or similar standards. |
Single sign-on (SSO/SAML) integration available. | |
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ERP/HRMS/Payroll Integration Out-of-the-box connectors for pension fund management systems. |
ERP/HRMS integration supported for certain platforms, mainly for larger pension fund clients. | |
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Calendar/Email Sync Synchronizes tasks and communications with corporate email and calendar tools. |
Calendar/email sync is included for workflow and communication integration. | |
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Custom Plugin Support Architected to support custom plugins or extensions. |
Custom plugin/extension support via API and third-party marketplace. | |
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Reporting/Data Export Exports data in common formats (CSV, PDF, Excel) for analysis or archiving. |
Reporting and data export in CSV/PDF/Excel noted as available for reporting/audit. | |
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Webhooks/Event Notifications Notifies external systems or workflows of key events (e.g., new meeting, approved document). |
Events and workflow notifications via webhook supported in enterprise plans. | |
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Digital Signature Third-Party Integration Works with external e-signature providers (e.g., DocuSign, Adobe Sign). |
Third-party digital signature integrations (e.g., DocuSign) are supported for workflows. | |
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Customizable Roles & Permissions Supports bespoke user roles in large or complex trustee structures. |
Supports bespoke, customizable roles and permissions. | |
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Data Import Migration Tools Facilitates easy migration from legacy board portals or communication systems. |
Data migration/import tools available for onboarding clients from other portals. |
Platform Reliability & Performance
(4 Yes /4 Known /10 Possible features)
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Uptime SLA Guaranteed minimum service uptime backed by Service Level Agreement. |
No information available | |
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Load Handling Capacity Maximum number of concurrent users supported without degradation. |
No information available | |
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Data Sync Speed Average time required for document or message updates to be reflected across devices. |
No information available | |
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Disaster Recovery Time Objective (RTO) The maximum allowable downtime in the event of disaster. |
No information available | |
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Geographically Redundant Servers Supports infrastructure redundancy across multiple data centers. |
Multi-region and geographically redundant hosting documented for business continuity. | |
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Active Monitoring & Alerting 24/7 system monitoring and automated alerts for critical issues. |
24/7 system monitoring and alerting form part of support guarantees. | |
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Automatic Updates System automatically updates to the latest security and feature releases. |
Automatic feature and security updates are delivered per Diligent’s SaaS operating model. | |
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Instant Rollback Capability Ability to quickly revert to previous system versions following failed updates. |
No information available | |
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Elastic Scaling Dynamically adjust resources based on demand/spikes in user activity. |
Cloud-native platform allows scaling based on demand—described for large enterprise clients. | |
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Download/Upload Bandwidth Maximum sustainable rate for document transfers. |
No information available |
Support and Service
(9 Yes /9 Known /10 Possible features)
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24/7 Support Availability Customer support available at any hour, globally. |
24/7 global customer support is a cited differentiator. | |
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Dedicated Account Manager Single point of contact for all account and onboarding matters. |
Dedicated account managers assigned to larger organizations, including pension funds. | |
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Self-Service Knowledge Base Comprehensive online resources and documentation. |
Extensive online knowledge base is available. | |
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Live Chat and Ticketing Multiple channels for support queries and tracking resolution. |
Live chat, ticketing, and help desk support channels operate as standard. | |
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Onboarding & Training Options Customizable training programs for new user groups. |
Customizable, scalable onboarding/training offered during implementation and rollout. | |
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Quarterly Business Reviews Regular service reviews with stakeholders to discuss performance and improvements. |
Quarterly business reviews conducted with clients per sales/support literature. | |
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Service Incident Response Time Guaranteed maximum time between report and support engagement. |
No information available | |
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Feedback and Feature Request Portal Structured support for user feedback and new feature requests. |
Feedback and feature requests submitted via portal and tracked. | |
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Multilingual Support Support offered in multiple languages. |
Multilingual support explicitly offered for global clients. | |
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Proactive Security Advisories Notification of new security threats and responses. |
Proactive security bulletins and advisories provided to clients. |
Cost and Licensing
(10 Yes /10 Known /10 Possible features)
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Flexible Licensing Models Supports per-user, per-group, or enterprise-wide pricing. |
Multiple licensing options (named user, enterprise, etc). | |
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Transparent Pricing Clear, upfront pricing with no hidden fees. |
Pricing models and terms are communicated transparently. | |
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Usage Analytics Provides detailed reports on user and feature utilization for optimization. |
Usage analytics available in admin/compliance dashboards. | |
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Cost Predictability Tools Resource and budgeting dashboards estimate and control future costs. |
Predictable cost tools available for enterprise planning. | |
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No Vendor Lock-In Clauses Agreements allow easy exit or data export/migration if required. |
No vendor lock-in and easy data export/migration terms in policy. | |
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Service Level Agreement (SLA) Guarantees Provider offers financial penalties for failing to meet agreed service levels. |
Uptime SLAs with penalty clauses included in contracts. | |
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Volume Discounting Automatic price breaks at larger user numbers or longer terms. |
Volume discounts and flexible terms outlined for large clients. | |
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Free Trial or Pilot Option Can evaluate the full product on a trial basis before committing. |
Free pilot/trial phases available per sales documentation. | |
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Nonprofit/Government Pricing Special consideration or reduced rates for pension funds operating as nonprofit. |
Nonprofit/government pricing available for pension sectors. | |
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Custom Contract Terms Supports negotiations for tailored commercial or legal agreements. |
Custom contract terms and legal agreements supported for clients. |
Data Privacy & Sovereignty
(10 Yes /10 Known /10 Possible features)
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Data Residency Choice Clients can specify or select where their data is physically stored. |
Clients may choose data residency/jurisdiction—documented on website. | |
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Explicit Data Ownership Terms Legal agreements clearly state client retains ownership of data. |
Contracts clearly delineate data ownership remains with client. | |
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Cross-Border Data Flow Controls Restricts or audits flow of data outside defined regions. |
Controls for auditing/preventing cross-border data flow are available for compliance. | |
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Right to Erasure (Right to be Forgotten) Supports regulatory requirements for data deletion upon request. |
System supports client-initiated data deletion (GDPR right to erase). | |
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Regular Privacy Impact Assessment Provider supports or performs periodic privacy impact reviews. |
Diligent conducts/supports privacy impact assessments as part of SOC 2, ISO, and GDPR compliance. | |
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Client Data Segregation Ensures logical or physical separation of data from different clients. |
Tenant data is always segregated physically/logically, per security best practices. | |
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Privacy Incident Reporting Provider must promptly report any privacy breaches or leaks. |
Prompt privacy incident notification policies available in compliance documentation. | |
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Granular Consent Collection Collects and manages granular user consent for each data use. |
Granular consent collection supported (for GDPR/CCPA and similar regs). | |
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GDPR/CCPA/Applicable Regional Law Compliance Meets or exceeds all relevant regional data privacy regulations. |
Compliance with GDPR, CCPA, and other regional data laws certified. | |
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Independent Privacy Audit Reports Publishes regular independent privacy compliance and security audit results. |
Regular independent privacy/security audits published and available on request. |
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