Key Capabilities

Track user activities within your solution with activity log. Corporater enables organizations to track actions performed by users, such as data modifications, document access, system configuration changes, and more. Monitor performance and compliance, and identify and investigate any suspicious or unauthorized activities.

Create a custom, structured workflow for reviewing, approving, and managing requests or documents. Corporater enables organizations to define and automate approval workflows (e.g., policy documents review). Users can establish sequential or parallel approval processes, set up approval rules, assign approvers based on predefined criteria, and automate approval notifications.

Use audit controls to continuously assess and evaluate your organization’s internal controls, identify strengths and areas for improvement, and facilitate compliance with regulatory requirements. Corporater enables organizations to establish robust audit controls and procedures to ensure the integrity, confidentiality, and availability of audit data.

Have a comprehensive record of activities, events, and changes happening in your solution. Corporater enables organizations to maintain a detailed audit log of changes happening in their solution. Know who and when made updates to your projects, portfolios, or reports. Lock down reports to prevent further edits. Pull up and compare reports from previous reporting periods (e.g., years, quarters, months).

Schedule, plan, conduct, manage, and report on all your audit activities. Corporater enables organizations to define audit plans, assign auditors, schedule audit activities, track progress, and store audit findings and recommendations. Automate your audit processes, identify potential risks, facilitate timely corrective actions, and generate comprehensive audit reports and documentation to demonstrate compliance with regulations.

Have a transparent and traceable history of actions happening in your solution. Corporater enables organizations to keep a detailed audit trail of user actions and system activities.

Stay updated on critical events, changes, deadlines, and more. Corporater enables organizations to set up automated alerts and notifications to keep users informed about tasks, assignments, risks, due dates, and other events. Administrators (super users) can configure custom notifications based on predefined triggers or conditions, ensuring timely and proactive response.

Plan, prepare, and manage potential disruptions and crises. Corporater enables organizations to stay prepared for the unexpected with tools such as such as risk assessment, business impact analysis, continuity planning, and incident management. Proactively identify potential risks, develop mitigation strategies, establish recovery plans, and ensure the continuity of critical business operations in the face of adverse events.

Receive timely alerts for actions or updates related to your organizational and regulatory compliance obligations. Corporater enables organizations to set up automated compliance alerts to notify users about compliance-related updates, changes, requirements (e.g., recertification), ensuring timely awareness and reducing the risk of non-compliance.

Have a holistic overview of your organization’s compliance activities, obligations, policies, procedures, controls, and progress towards meeting regulatory and organizational compliance. Corporater enables organizations to aggregate compliance data, metrics, and indicators, and display them as meaningful data visualization (e.g., charts, graphs, and tables) on compliance dashboards. Monitor compliance, conduct compliance assessments, identify issues, and take action to prevent non-compliance.

Use Corporater pre-configured best practice compliance dashboards or create your own based on your specific requirements.

Ensure compliance with regulatory requirements, industry standards, and internal policies. Corporater enables organizations to centralize and manage regulatory and organizational compliance. It provides functionalities to create and maintain a comprehensive inventory of compliance requirements, map them to specific controls or activities, conduct compliance audits, and track compliance status. Monitor compliance status across various levels of your organization on compliance dashboards. Automate compliance assessments, mitigate compliance risks, and generate compliance reports.

Generate comprehensive compliance reports to demonstrate compliance with regulatory requirements and internal policies. Summarize your organization’s compliance status, activities, controls, audit results, and more. Generate high-level compliance reports for your Chief Compliance Officer (CCO), board members, or regulatory bodies.

Define, document, and monitor control activities across your organization. Corporater enables organizations to establish control frameworks, identify control objectives, define control activities, and assign responsibility for control implementation and monitoring. Use control activities to ensure that control measures are in place to mitigate risks, identify control gaps, implement corrective measures, promote good governance, and ensure compliance with laws, rules, regulations, policies, and standards.

Identify, track, and manage appropriate actions in response to incidents, non-conformities, and other issues. Corporater enables organizations to establish a systematic approach to address non-conformances, issues, and risks by defining corrective and preventive actions (CAPA), assigning responsibilities, setting deadlines, and tracking progress. Use CAPA to resolve problems, reduce the likelihood of recurrence, and improve overall quality and compliance.

Identify, assess, and monitor risks associated with counterparties, such as suppliers, third party vendors, or business partners. Corporater provides tools for evaluating the financial stability, reputation, compliance history, and other relevant factors of external entities. Conduct risk assessments, establish risk mitigation strategies, and monitor ongoing risks.

Achieve a holistic data governance. Corporater enables organizations to implement a structured framework for defining data ownership, data standards, data access controls, data quality measures, and data lifecycle management. Establish and manage policies, processes, and controls to ensure the integrity, quality, and security of data within your solution. Use data governance best practices to effectively manage your data, reduce data risks, and ensure compliance with data privacy regulations such as GDPR.

Achieve an efficient and compliant data management. Corporater enables organizations to manage and organize data within their solution to ensure data accuracy, accessibility, and availability for decision-making. It includes functionalities for data storage, data categorization, data indexing, and data retrieval. Users may easily search, retrieve, and analyze data on demand.

Manage and ensure compliance with environmental regulations, standards, and sustainability goals. Corporater enables organizations to integrate environmental, social, and governance (ESG) criteria into their governance, proactively manage environmental risks, and demonstrate ethical responsibility. It provides tools and functionalities to monitor and manage environmental performance, track environmental indicators, and assess the organization’s environmental impact.

Ensure compliance with environmental, social, and governance (ESG) standards and regulations. Corporater enables organizations to establish a structured ESG framework, define and track ESG metrics, identify areas for improvement, and take action on uncovered insights. It provides functionalities to assess, monitor, and report on ESG-related activities and performance indicators. Monitor the status of your ESG projects and initiatives on ESG dashboards, and generate ESG reports to demonstrate your commitment to a more sustainable future.

Keep your ESG initiatives on track. Corporater enables organizations to monitor key environmental, social, and governance (ESG) indicators on ESG dashboards. It provides functionalities to collect, analyze, and visualize data related to ESG performance, such as carbon emissions, diversity and inclusion metrics, employee engagement, and ethical practices. Measure the status and progress of your ESG initiatives, identify trends, and benchmark their performance against industry standards and best practices. Identify areas for improvement and take targeted actions to keep your ESG initiatives on track.

Keep your organization audit-ready. Corporater enables organizations to manage and track evidence, supporting documentation, and artifacts to support audit trails and compliance requirements. It provides functionalities for document storage, version control, metadata tagging, and access controls for evidence management. Easily access and manage evidence documentation and reports related to incidents, investigations, or legal matters to demonstrate adherence to regulations, standards, or internal policies.

Have a holistic overview of your Governance, Performance, Risk, and Compliance (GPRC) activities, KPIs, KRIs, and other metrics in a single view. Use Corporater pre-configured best practice GPRC dashboards or create your own based on your specific requirements.

Corporater GPRC dashboards consolidate data from various sources, such as risk assessments, compliance audits, performance tracking, incident reports, and policy adherence, to provide a holistic view of an organization’s governance, performance, risk, and compliance posture. By presenting actionable insights in a visually appealing and user-friendly manner, Corporater GPRC dashboards enable organizations to monitor, analyze, and make informed decisions to mitigate risks, ensure compliance, and enhance overall governance practices.

Establish a structured, systematic approach to incident management. Corporater enables organizations to capture, track, manage, and report incidents and issues. It provides tools and functionalities to report incidents, assign responsibility, track progress, and communicate updates. Promptly address incidents in accordance with predefined processes and service level agreements (SLAs). Create custom incident forms and incident report templates.

Implement and manage information security practices, controls, and policies. Corporater enables organizations to establish a robust information security management system (ISMS) for a systematic management of sensitive data and information. Establish policies and procedures to enhance data protection, build resilience against security threats, and maintain regulatory compliance. Use access control to manage roles and permissions, conduct security assessments, and generate security reports.

Streamline data exchange, ensure data consistency, and facilitate efficient information sharing and collaboration across your organization. Corporater enables organizations to seamlessly integrate their Corporater solution with underlying risk management systems and other information systems.

Establish, monitor, and manage internal controls to ensure compliance, mitigate risks, and enhance operational efficiency. Corporater enables organizations to establish a structured Internal Control System (ICS) to manage control activities and safeguard organizational assets. It provides functionalities to define control frameworks, document control activities, assign control owners, and assess control effectiveness. Identify and assess risks, define control measures, and monitor compliance with regulations, standards, and internal policies.

Ensure compliance with ISO standards. Corporater enables organizations to align processes and practices with international standards defined by the International Organization for Standardization (ISO). It provides tools and functionalities to align processes, controls, and documentation with ISO standards, conduct ISO audits, and track compliance status. Implement, document, and monitor ISO requirements across various domains, such as quality management (ISO 9001), information security (ISO 27001), environmental management (ISO 14001), and others.

Systematically capture, track, and resolve issues. Corporater enables organizations to capture issues, incidents, and problems, facilitate timely resolution, and take action to help prevent recurrence. It provides tools and functionalities to report issues, assign responsibility, track progress, and document resolutions. Analyze and prioritize issues reported by users, customers, or employees. Identify issue’s root cause, take corrective actions, and generate issue reports.

Proactively monitor key risk indicators (KRIs) to identify emerging risks. Corporater enables organizations to take a proactive approach to risk management. It provides tools and functionalities that facilitate a holistic risk oversight and support risk-based decision-making. Define Key Risk Indicators (KRIs) to serve as early warning signals for potential risks or issues. Establish KRI threshold levels, collect KRI data, assess risk levels, and trigger risk mitigation actions when risk thresholds are breached. Capture and analyze data from various sources, such as risk assessments, incident reports, compliance audits, and operational metrics to have a complete view of risk exposure. Use risk dashboards to monitor KRIs and other risk metrics. Generate scheduled or on demand KRI reports.

Identify, assess, and mitigate legal risks associated with operations, contracts, and compliance requirements. Corporater enables organizations to establish a systematic framework for identifying potential legal risks. It provides functionalities to identify legal risks, evaluate their potential impact, assign ownership, and track mitigation actions. Assess risk likelihood, develop risk mitigation strategies, implement controls, and generate reports.

Strengthen your operational resilience to protect your firm from the impact of unexpected events and operational disruptions. Corporater enables organizations to establish a holistic operational resilience program. Set and communicate clear standards for operational resilience in your organization, define important business services (IBS), map out operational dependencies, define maximum tolerable level of disruption to an IBS, assess and test resilience measures, create recovery and crisis management plans, identify gaps, and create business continuity plans.

Use risk heat maps to visualize and analyze risks. Corporater enables organizations to use risk heat maps on dashboards and reports. Use risk heat maps to visually categorize risks based on their likelihood and impact (probability and consequence), using color-coded cells to indicate risk severity and priority.

Ensure compliance with Occupational Safety and Health Administration (OSHA) standards and regulations, reduce workplace accidents, and protect the well-being of your employees. Corporater enables organizations to assure OSHA compliance. It provides functionalities to capture OSHA requirements, monitor compliance status, document safety incidents, and generate OSHA compliance reports.

Ensure compliance with privacy regulations, such as the General Data Protection Regulation (GDPR). Corporater enables organizations to conduct Privacy Impact Assessments (PIAs) and Data Protection Impact Assessments (DPIAs). It provides tools and templates to assess the impact of data processing activities on individuals’ privacy, identify potential privacy risks, and implement appropriate controls and safeguards.

Centrally manage your policies, procedures, and guidelines in a systematic and structured manner. Corporater enables organizations to create, review, update, and communicate policies across their organization. Create policy documents, manage policy updates, and set up workflows for users to acknowledge policy changes. Generate reports to demonstrate compliance with regulatory requirements, industry standards, and internal and external governance frameworks.

Identify, assess, and mitigate risks that could negatively impact your organization’s reputation. Corporater enables organizations to manage and mitigate reputational risks. It provides functionalities to assess potential reputational risks, establish controls and risk mitigation strategies, and monitor risk events that may impact brand reputation.

Respond promptly and effectively to incidents or risks, minimizing their impact and ensuring timely resolution. Corporater enables organizations to manage and track responses to incidents, issues, and risks. It provides functionalities to capture response plans, assign response tasks, track response progress, monitor the effectiveness of response strategies, and generate response reports.

Receive timely alerts and notifications to stay informed about potential risks or critical events. Corporater enables organizations to set up automated alerts based on predefined risk triggers, thresholds, or events. Set up alerts related to your key risk indicators (KRIs), key performance indicators (KPIs), and other metrics. When a risk event or threshold breach is detected, the system deploys a notification to alert specified stakeholders.

Evaluate and assess risks using qualitative and/or quantitative methods. Corporater enables organizations to conduct comprehensive risk analysis. It provides functionalities to identify, assess, and evaluate potential risks, analyze their likelihood and impact, and develop appropriate risk mitigation strategies. Corporater supports qualitative and quantitative risk analysis techniques, such as scenario analysis, correlation analysis, or sensitivity analysis, to assess the potential consequences of risks on organizational objectives.

Define and communicate risk appetite to establish a common understanding of the level of risk that your organization is willing to accept. Corporater enables organizations to define their risk appetite and apply it in risk assessments.

Systematically identify and assess risks to understand their likelihood and impact. Corporater enables organizations to conduct systematic risk assessments of internal and external risks. It provides functionalities to identify and document risks, assess risk severity, and prioritize risks based on their significance.

Corporater supports qualitative and quantitative risk assessments, including Monte Carlo simulation, scenario analysis, and risk mapping. Evaluate risks based on their inherent characteristics, such as likelihood, impact, or control effectiveness (qualitative risk assessment). Assign numerical values to risks, and calculate risk scores or probabilities (quantitative risk assessment).

Have a holistic overview of your risk data. Corporater enables organizations to consolidate and aggregate risk data from internal and external sources. It provides functionalities to collect risk data from various business units, departments, or external stakeholders, and centralize it in a unified risk register. Organize and prioritize risks based on specified criteria, identify cross-functional or enterprise-wide risks, assess risk interdependencies, and generate comprehensive risk reports.

Capture risk context to have a better understanding of your risks. Corporater enables organizations to capture and document risk context, enabling them to understand the factors, circumstances, or conditions that influence risk exposure and impact the likelihood and consequence of risks-based decision-making, and strengthen risk management practices.

Conduct Risk Control Self-Assessments (RCSA) to strengthen your risk governance, enhance risk transparency, and improve risk control effectiveness. Corporater enables organizations to conduct Risk Control Self-Assessments (RCSA). It provides tools to engage stakeholders, such as business units, departments, or process owners, in the identification, evaluation, and assessment of risks and controls within their areas of responsibility.

Have a holistic overview of your organization’s risk. Corporater enables organizations to aggregate risk data, metrics, and indicators, and display them as meaningful data visualization (e.g., charts, graphs, and risk heat maps) on risk management dashboards. Track key risk indicators (KRIs), take actions on identified risks, monitor status of risk mitigation efforts, and generate risk reports.

Centrally manage all your risk data. Corporater enables organizations to upload risk data via integration with external systems and via manual input. It provides functionalities to automatically import data from other systems, data sources, or repositories. And it also allows users to input data manually.

Visualize your risks. Corporater enables organizations to visualize risk data using various data visualizations, such as risk heat maps, risk histograms, and risk trend charts. Using risk data visualizations aid in data understanding and enables users to identify risk patterns, trends, or outliers at a glance.

Evaluate risks to identify high-priority risks and ensure that your risk management efforts are aligned with the organization’s objectives. Corporater enables organizations to evaluate risks based on their significance, potential impact, and likelihood. It provides functionalities to assess risks using predefined criteria, risk matrices, or scoring systems, enabling organizations to determine the relative importance of risks and prioritize risk management efforts accordingly.

Use risk heat maps to visualize and analyze risks. Corporater enables organizations to use risk heat maps on dashboards and reports. Use risk heat maps to visually categorize risks based on their likelihood and impact (probability and consequence), using color-coded cells to indicate risk severity and priority.

Systematically identify potential risks to enable proactive risk management. Corporater enables organizations to continuously identify and capture risks through data integrations and/or data entry forms (manual user input or bulk import). In a similar fashion, opportunities can also be identified. Use risk register to keep track of all risks across your organization. Sort and prioritize risks based on specified criteria, track status of your risk mitigation actions, and generate risk mitigation reports.

Apply risk logics to streamline risk analysis processes, reduce manual effort, and ensure standardized risk assessment practices. Corporater enables organizations to apply logical rules and calculations to assess and analyze risks, identify relationships, and evaluate risk interdependencies. It provides functionalities to define and configure logical rules, calculations, and formulas based on predefined criteria or risk models. Automate risk assessments, perform calculations, and determine risk scores based on established risk management methodologies or frameworks. Analyze how risks interact and influence each other, considering dependencies, correlations, and causality.

Manage risk across your entire organization. Corporater enables organizations to establish and implement a robust risk management framework to manage risks through their lifecycle. It provides functionalities to continuously identify, capture, assess, prioritize, mitigate, and monitor various types of risks in a systematic and structured manner.

Use risk management dashboards to monitor the status of your key risk indicators (KRIs) and other risk metrics. Visualize your risks on risk heat maps. Use risk register as a central repository for all your risks. Proactively identify and record new risks, conduct risk assessments, develop risk mitigation strategies, implement risk mitigation measures, track risk treatment plans, and generate comprehensive risk reports.

Align your risk management practices with industry-recognized frameworks and standards, ensuring a structured and consistent approach to risk management. Corporater enables organizations to implement frameworks such as ISO 31000, COSO ERM, or NIST Cybersecurity Framework and customize them to meet organizational needs.

Use risk mitigation workflows to ensure that risk mitigation actions are executed consistently, in a timely manner, and according to your predefined processes. Corporater enables organizations to define and automate risk mitigation workflows. It provides functionalities to design and configure workflows that outline the steps, tasks, responsibilities, and approvals involved in implementing risk mitigation actions.

Use risk modeling and simulations to explore different risk scenarios, evaluate risk responses, and understand the potential consequences of specific risks. Corporater enables organizations to model and simulate risks. It provides functionalities to create risk models, define risk parameters, and simulate risk events or scenarios to assess their potential impacts. Leverage your historical data, assumptions, and risk parameters to create models that represent risk scenarios. Assess risk exposure, evaluate risk mitigation options, and optimize your risk management strategies. Corporater supports techniques such as Monte Carlo simulation, decision tree analysis, or scenario analysis.

Proactively monitor risk to take timely risk management actions. Corporater enables organizations to monitor risks in real-time to detect changes, trends, or emerging risks. It provides functionalities to monitor identified, residual, and secondary risks. Identify new risks, take a corrective action, and track risk mitigation activities. Monitor key risk indicators (KRIs), analyze risk trends, and receive alerts or notifications when risk thresholds are exceeded or significant changes occur. Corporater includes an early risk warning system.

Create risk management plans to support the implementation of risk mitigation measures in a systematic manner. Corporater enables organizations to develop and implement risk action plans. It provides functionalities, tools, and templates to outline risk mitigation strategies, define risk response actions, assign responsibilities to stakeholders, and set timelines for risk mitigation activities.

Visualize risks on a risk radar chart to identify high-priority risks. Corporater supports risk radar chart visualization. It enables users to plot risks based on their likelihood and impact, creating a graphical representation that highlights high-priority risks.

Use risk register to have a complete and current overview of risks across your organization. Corporater enables organizations to create a risk register to serve as a centralized database of identified risks, their characteristics, and related information, such as risk owners, risk assessments, mitigation actions, and status. It provides functionalities to systematically capture, categorize, and prioritize risks based on their likelihood, severity, and impact. Easily search, sort, and filter risks by name, date, and other criteria.

Generate comprehensive risk reports to communicate risk information, trends, and status, including status of your KRIs, results of risk assessments, and other risk information. Specify which risks to include, add a management summary, include commentaries, insert visual elements such as graphs and risk heat maps, and submit your report through review/approval process. Generate high-level risk reports for your Chief Risk Officer (CRO), board members, or regulatory bodies.

Configure your own based on your specific requirements. Generate your reports on demand or automatically via scheduled deployment to specified stakeholders. Export your reports in Word, Excel, PPT, or PDF format.

Enable your organization to respond to risks in an efficient, structured manner. Corporater enables organizations to define and implement risk response actions to proactively address risks and minimize potential impacts. It provides functionalities to identify risk response strategies, develop risk treatment plans, and assign responsibilities for risk mitigation actions.

Use risk scoring to systematically assess and rank risks. Corporater enables organizations to assign risk scores or ratings to prioritize risks based on their significance and potential impact. It provides functionalities to define risk scoring criteria, weight risk factors, and calculate risk scores based on predefined formulas or methodologies.

Evaluate and assess potential risks within your organization. Corporater enables organizations to conduct risk self-assessments to proactively identify and mitigate potential risks and threats. Users can easily identify areas of vulnerability and prioritize their risk management efforts based on the assessment results.

Accelerate your risk assessment and mitigation process with risk templates. Corporater enables organizations to create and use risk templates for different risk categories. It provides functionalities to establish a library of commonly encountered risks along with their associated controls, impact assessments, and mitigation strategies. Use Corporater pre-defined, best practice risk templates, or create your own. Register multiple consequences per risk and adjust the templates and input requirements based on type of consequence.

Systematically treat risks by implementing appropriate risk mitigation strategies, preventive measures, and contingency plans. Corporater enables organizations to develop and implement risk treatment plans to address identified risks. It provides functionalities to define specific actions, controls, or measures aimed at reducing the likelihood or impact of identified risks. Assign risk treatment owner, track risk treatment progress, and ensure that the risk treatment efforts are aligned with organizational objectives.

Corporater enables organizations to assess and evaluate their risk-bearing capacity (RBC). It provides functionalities to analyze financial, operational, and strategic factors to determine the organization’s risk tolerance and resilience. Evaluate the potential impacts of risks on your financial performance or operational resilience, set risk appetite limits, and align risk-taking decisions with your strategic objectives.

Identify and mitigate safety risks to protect your employees, customers, and stakeholders. Corporater enables organizations to implement safety management processes to identify and mitigate potential safety hazards or incidents. It provides functionalities to conduct risk assessments, implement preventive measures, and track safety incidents or near misses. Create, manage, and communicate safety policies and protocols across your organization, and create audit-ready reports to demonstrate compliance with safety regulations.

Corporater enables organizations to ensure compliance with the requirements of the Sarbanes-Oxley Act (SOX). It provides functionalities to support the implementation of internal controls, documentation of financial processes, and periodic testing and evaluation of controls.

Leverage scenario planning to improve your ability to anticipate and respond to potential future events. Corporater enables organizations to conduct scenario planning to assess the potential impacts of various scenarios on organizational objectives. It provides functionalities to create and analyze different scenarios by modifying key variables or assumptions, identify potential risks and opportunities, and develop contingency plans or alternative strategies.

Conduct security audits to understand your security risks. Corporater enables organizations to conduct security audits to evaluate and assess security controls and practices. Examine security configurations, access controls, encryption protocols, and other security aspects. Identify potential weaknesses, gaps, or vulnerabilities, and implement remedial actions to ensure compliance with security standards.

Assess, mitigate, and monitor risks associated with third-party vendors, while safeguarding data security and business continuity. Corporater enables organizations to systematically evaluate and manage risks associated with the organization’s relationships with external vendors, suppliers, contractors, and other partners. Assess the potential risks these third parties might pose, such as data breaches, regulatory compliance violations, operational disruptions, or reputational damage.

Have a complete oversight of vendor profiles, contracts, performance, and interactions. Corporater enables organizations to input and manage vendor information, track contracts and agreements, monitor vendor performance, and facilitate communication. Establish structured process for vendor onboarding, evaluate vendor performance, and ensure compliance with contractual obligations.

Create, distribute, and manage assessments and surveys. Corporater enables organizations to create custom assessment templates, define questions and response options, schedule assessments, invite participants, track participant progress, and generate reports. Conduct evaluations, gather feedback, perform audits, measure performance against predefined criteria, assess compliance, identify improvement areas, and make data-driven decisions based on the assessment results.

Use Balanced Scorecard (BSC) framework to have a complete, balanced view of your organization’s performance, track progress towards set goals, and measure the success of your strategies. Corporater enables organizations to use Balanced Scorecard approach to monitor and manage performance from the four perspectives of BSC: financial, customer, internal business processes, and learning & growth. It provides functionalities to define strategic objectives, assign priority to projects and initiatives, communicate targets and goals, monitor key performance indicators (KPIs), automate processes and workflows, and generate actionable performance and strategy reports.

Compare your performance and metrics against internal and external benchmarks to identify strengths, weaknesses, and areas for improvement. Corporater enables the integration of internal and external data sources, industry standards, and best practices to establish meaningful performance benchmarks. Identify areas where you excel and areas where improvements are needed, and take action directly in your solution.

Generate comprehensive and visually appealing board-ready reports. Corporater enables organizations to create comprehensive reports tailored specifically for board members. Include summary view of key performance indicators (KPIs), strategic initiatives, financial information, and other relevant data, providing board members with a holistic view of the organization’s performance, risks, and opportunities needed to facilitate informed decision-making at the highest level.

Use Corporater pre-configured best practice board report templates or configure your own based on your specific requirements. Generate your reports on demand or automatically via scheduled deployment to specified stakeholders. Export your reports in Word, Excel, PPT, or PDF format.

Implement recognized business frameworks to achieve better governance and performance. Corporater enables organizations to align their processes, initiatives, and performance management with recognized business frameworks such as ISO standards, COSO, or industry-specific frameworks. Use standardized best practices and industry-proven methodologies to improve governance, assure compliance, ensure consistency, and enhance performance across various aspects of your operations.

Have a consolidated view of your data and metrics. Corporater enables organizations to aggregate and consolidate data from multiple sources or entities (e.g., departments, business units, subsidiaries, etc.) into a unified view. Analyze and report on overall performance, identify trends, and make better informed decisions.

Manage financial data, budgeting, and forecasting. Corporater enables organizations to monitor financial performance, control costs, and ensure financial transparency and compliance. Monitor and manage financial KPIs, such as cost, profit margin, working capital, turnover, profit margin, EBITDA, ROI, and other metrics. Conduct financial planning and financial data analysis, and use your data insights to uncover areas for improvement. Generate comprehensive financial reports for your CFO and executive team.

Use your data to identify potential risks and opportunities. Corporater enables organizations to perform forecasting and predictive analysis to project future trends, outcomes, and scenarios. Utilize historical data and statistical models to predict future patterns or behaviors. Analyze patterns and correlations within your data to generate forecasts and estimates to assist in informed decision-making and planning for the future.

Visualize your project plans and timelines in a Gantt chart format. Corporater enables organizations to visualize project schedules, tasks, and milestones in a Gantt chart or timeline view. Map out project tasks, set dependencies and deadlines, and track project progress over time. Set automated alerts for instances when a project goes over budget or falls behind schedule.

Set and track organizational goals, objectives, and targets. Corporater enables organizations to define, communicate, and monitor goals at individual, team, and organizational level. Set SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals, track their progress, and measure performance against defined targets.

Monitor and track key performance indicators (KPIs) that are critical to measuring progress toward reaching your strategic goals. Corporater enables organizations to aggregate data from various sources, combine it with business context, and display it neatly as insights on interactive dashboards and reports. It provides functionalities to define KPIs, set targets, collect data, assess performance against targets, identify trends and performance gaps, and take corrective actions to drive continuous improvement.

Take a deep-dive into your KPIs to identify performance drivers and improvement opportunities. Corporater enables organizations to define and analyze Key Performance Indicators (KPIs), and drill down into underlying data to uncover insights. It provides data visualization tools, analytical functionalities, and interactive performance dashboards that enable users to explore KPI trends, compare performance across different dimensions, and identify factors influencing performance.

Assess your Key Performance Indicators (KPIs) to measure performance and uncover areas for improvement. Corporater enables organizations to define, monitor, and manage KPIs, and conduct KPIs assessments. It provides tools and functionalities to define KPI assessment criteria, collect assessment data, analyze results, and generate assessment reports. Conduct periodic KPI evaluation to ensure that your KPIs are aligned with your strategic objectives.

Manage and analyze your Key Performance Indicators (KPIs) in a structured manner. Corporater enables organizations to establish hierarchical relationships among their KPIs to organize and analyze performance data effectively. It provides functionalities to define KPI hierarchies, group related KPIs, and create a structured framework for performance analysis and KPI reporting.

Generate comprehensive management reports. Corporater enables organizations to generate custom management reports tailored to the needs of management teams. Generate reports on performance, risk, compliance, incidents, security, and other relevant information at different levels of your organization. Specify which data to include, apply filters, and schedule report generation.

Configure your own based on your specific requirements. Generate your reports on demand or automatically via scheduled deployment to specified stakeholders. Export your reports in Word, Excel, PPT, or PDF format.

Corporater enables organizations to create and track milestones to ensure timely project delivery, monitor project performance, and proactively address any delays or deviations from the planned timeline. It provides functionalities to define project milestones, assign responsibilities, set milestone deadlines, and track progress towards a milestone completion. Identify potential delays and take action to keep your projects on track. Set up automated alerts for when a milestone is completed or falls behind schedule.

Proactively monitor your metrics to identify anomalies, deviations, or potential issues, and take timely actions to address them. Corporater enables organizations to continuously monitor processes, performance, risks, and other relevant factors. It provides functionalities to define monitoring parameters, collect and analyze data, set thresholds or benchmarks, and generate alerts or notifications when predefined conditions are met or exceeded. Monitor your KPIs, KRIs, metrics, processes, systems, and activities on custom dashboards. Corporater supports real-time monitoring, early warning systems, and on-demand reporting.

Align your organizational objectives and track progress towards key results using the Objectives and Key Results (OKR) framework. Corporater enables organizations to utilize the OKR framework to define goals and objectives, communicate them across all levels of the organization, and track their progress and outcomes. It provides functionalities to conduct strategic planning, define objectives, set key results, assign ownership, track progress on OKR dashboards, and generate OKR reports.

Manage performance across all levels of your organization. Corporater enables organizations to set and track performance goals, measure progress, and drive continuous improvement. It provides functionalities to define key performance indicators (KPIs) and other metrics, and link them with strategic objectives. Monitor performance of your projects, portfolios, teams, departments, business units, or the entire organization. Uncover trends and insights, identify areas for improvement, and take action to steer your organization towards its business goals. Create custom performance dashboards for your operational and executive teams, and generate custom performance reports.

Seamlessly integrate performance management with GRC management activities within the same solution.

Have a holistic overview of your organization’s performance. Corporater enables organizations to aggregate performance data, metrics, and indicators, and display them as meaningful data visualization (e.g., charts, graphs, and tables) on performance management dashboards. Visualize your key performance indicators (KPIs), monitor trends, identify areas for improvement, and make data-driven decisions.

Use Corporater pre-configured best practice performance management dashboards or create your own based on your specific requirements.

Define, track, and analyze key performance indicators (KPIs) and other performance metrics that are critical to evaluating progress and driving business outcomes. Corporater provides tools and frameworks needed to establish performance metrics aligned with strategic objectives and operational targets. Collect data from across your organization, analyze data in business context, identify trends, and take action on uncovered insights.

Generate comprehensive performance reports on your organization’s performance, including status of your KPIs, projects, initiatives, and other metrics. Report on performance at different levels of your organization. Specify which data to include, apply filters, and configure report parameters. Create custom CxO performance reports to communicate high-level performance results and insights.

Use Corporater pre-configured best practice performance report templates or configure your own based on your specific requirements. Generate your reports on demand or automatically via scheduled deployment to specified stakeholders. Export your reports in Word, Excel, PPT, or PDF format.

Create and execute plans to achieve your strategic objectives. Corporater enables organizations to create and manage plans, including project plans, strategic plans, and operational plans. It provides functionalities to conduct strategic planning, define objectives, outline tasks and activities, set timelines and dependencies, assign responsibilities, and track progress towards plan completion.

Manage portfolios of projects, products, assets, or a combination thereof. Corporater provides tools and capabilities to assess, prioritize, allocate resources, and monitor the performance of individual portfolio components. Align portfolios with strategic objectives, evaluate performance against targets, and make data-driven decisions to maximize returns, reduce risks, and achieve desired outcomes.

Prioritize tasks, projects, or initiatives based on their relative importance, urgency, and alignment with strategic objectives. Corporater enables organizations to set and evaluate options, criteria, and dependencies to determine the order in which activities should be executed. Assign priority levels, define urgency or importance criteria, and rank items based on specified parameters.

Generate progress reports to communicate the progress of tasks, projects, or initiatives. Capture status of key milestones, deliverables, timelines, project completion percentages, and resource utilization.

Configure your own based on your specific requirements. Generate your reports on demand or automatically via scheduled deployment to specified stakeholders. Export your reports in Word, Excel, PPT, or PDF format.

Monitor and track your tasks, projects, and initiatives to assess progress, identify bottlenecks, and ensure timely completion. Corporater provides tools and features to capture task details, assign responsibilities, set deadlines, and track the status of individual activities. Visualize progress through dashboards, Gantt charts, and other visual representations.

Manage your projects and portfolios. Corporater enables organizations to plan, prioritize, and manage projects and portfolios in the context of corporate strategy to ensure alignment with organizational objectives. It provides functionalities to define project objectives, establish project plans, allocate resources, track project progress, manage risks and issues, and generate project reports. Visualize and track the progress of your projects and initiatives using Gantt charts and a stage-gate process (phase-gate process).

Create and manage project plans. Corporater enables organizations to create actionable project plans that outline tasks, timelines, dependencies, and resource requirements. Corporater provides tools and features to define project objectives, break them down into actionable tasks, allocate resources, establish project timelines, and ensure that all stakeholders have access to up-to-date project plans.

Use project templates to streamline project initiation, minimize duplication of efforts, and ensure consistency across your projects. Corporater provides tools for the creation of custom project templates to serve as starting points for planning and executing projects. Users may define project types, add tasks, milestones, and deliverables, and create unique templates based on requirements, size, importance, and reporting needs. For projects that require their own process, users may modify their templates and apply custom rules to, for instance, reporting frequency, revisions handling, risk assessment, etc.

Monitor and track your projects’ progress, tasks, milestones, and deliverables. Corporater enables organizations to capture task status, track dependencies, and visualize project timelines through Gantt charts, dashboards, and other visual representations. Assess project health, identify bottlenecks, and take corrective actions to ensure timely completion.

Define, create, and automate project workflows. Corporater enables organizations to create and automate project workflows, reducing manual effort and ensuring consistent and standardized project execution. It provides functionalities to define project stages, assign tasks and responsibilities, set dependencies, and automate notifications (e.g., project completed).

Generate forward-looking projections or forecasts based on your historical data and assumptions. Corporater enables organizations to use mathematical models, statistical techniques, and simulation methods to predict future trends, outcomes, or scenarios. Conduct resource planning, budgeting, and scenario analysis. Create business continuity plans and develop effective strategies for risk mitigation.

Use data analytics to gain valuable insights from your data. Corporater enables organizations to perform in-depth analytics and generate comprehensive reports to support data-driven decision-making. It provides functionalities to extract and analyze data, identify trends, patterns, or anomalies, and visualize insights through charts, graphs, tables, and other data visualizations on BI dashboards. Corporater supports performance analysis, facilitates strategic planning, and enables organizations to measure and track their progress towards goals or objectives.

Allocate resources to projects, tasks, and initiatives. Corporater enables organizations to allocate and plan resources, including personnel, materials, and equipment. It provides functionalities to define resource requirements, allocate resources to projects or tasks, monitor resource availability and utilization, and balance resource workloads.

Manage and track resources to ensure optimal resource utilization, availability, and productivity. Corporater enables organizations to manage and track resources, including personnel, equipment, and materials. It provides functionalities to define resource profiles, track resource availability, monitor resource utilization, and manage resource assignments to projects or tasks.

Conduct sales trend analysis to identify growth opportunities and improve overall sales effectiveness. Corporater enables organizations to analyze sales trends to identify patterns and forecast future sales. It provides functionalities to aggregate sales data, identify patterns or correlations, and generate insights into sales performance over time.

Use scorecards to monitor alignment of performance with strategic objectives. Corporater enables organizations to create scorecards to monitor performance of projects, initiatives, and KPIs. It provides functionalities to define performance metrics, set targets, and track progress against goals and objectives. Corporater supports the aggregation of performance data, calculation of performance scores, and visualization of results in a scorecard format. Corporater supports Balanced Scorecard (BSC) and Objectives & Key Results (OKR) frameworks.

Track the status of your tasks, projects, initiatives, KPIs, KRIs, processes, workflows, and more. Corporater enables organizations to track the status and progress of various activities. It provides functionalities to assign and update task statuses, set deadlines, and monitor progress in real-time. Visualize status by using progress bars, Gantt charts, status lights, and completion percentages. Identify potential bottlenecks and issues, and take action to keep your activities on track.

Create and execute plans to achieve your strategic objectives. Corporater enables organizations to create and manage plans, including project plans, strategic plans, and operational plans. It provides functionalities to conduct strategic planning, define objectives, outline tasks and activities, set timelines and dependencies, assign responsibilities, and track progress towards plan completion.

Cascade strategic goals throughout your organization, monitor performance against set targets, and make data-driven decisions to ensure long-term success. Corporater enables organizations to plan and execute strategic plans, connect performance with strategy and GRC, and drive strategic decision-making. It provides functionalities to establish key performance indicators (KPIs), visualize objectives on strategy maps, and monitor progress of initiatives aligned with corporate strategy. Create custom strategy dashboards for your operational and executive teams, and generate custom strategy reports.

Corporater supports the implementation of strategy execution frameworks, such as the Execution Premium Process (XPP) framework.

Use strategy maps to provide everyone in your organization with a clear understanding of how different objectives, initiatives, and actions contribute to the overall strategy. Corporater enables organizations to create strategy maps to communicate corporate strategy across all levels of the organization. It provides functionalities to define and visualize strategic objectives, link them to actionable initiatives, and measure progress towards strategic goals. Illustrate the cause-and-effect relationships between strategic objectives, key performance indicators (KPIs), and initiatives.

Plan, assign, and track task and activities to ensure efficient execution and completion. Corporater enables users to create, assign, prioritize, and schedule tasks, set deadlines, and monitor task progress. Use task management tools such as task lists, reminders, and notifications to streamline task workflows.

Create task plans, work breakdown structures (WBS), and project schedules. Corporater enables organizations to define and plan tasks. Break down projects or initiatives into smaller, manageable tasks, assign responsibilities, estimate durations, establish task dependencies, and monitor task completion. Visualize task sequences and milestones.

Monitor and track task progress, completion status, and resource utilization. Corporater enables users to have a visibility into task status, including percentage completion and remaining effort. Assign tasks, track task progress, identify potential bottlenecks, and take action to keep your tasks on track.

Create task schedules and monitor tasks to ensure timely task completion. Corporater enables users to create tasks, define start and end dates, and assign task owners. Visualize task timelines, critical paths, and milestones.

Use trend analysis to analyze historical data patterns, trends, or behaviors to identify insights, make informed decisions, and anticipate future outcomes. Corporater enables organizations to use statistical techniques and data visualization tools to analyze data over time, identify trends, and predict future developments. Use your data insights to uncover opportunities, identify potential risks, and make data-driven decisions.

Control user access with role-based permissions. Corporater enables organizations to use role-based access control (RBAC) to assign specific permissions and access levels to users based on their roles or responsibilities. It provides functionalities to ensure that only authorized individuals can perform specific actions, view certain data, or make changes within the solution. Organization’s assigned administrators (super users) can assign user roles, set up permissions for different dashboards, modules, or features, and manage who can access, edit, and delete data within the solution.

Corporater supports active directory integration. Seamlessly synchronize your existing Active Directory (AD) accounts with your Corporater solution, streamlining user management and authentication processes. Users can use their existing AD credentials to log in to the software, enhancing convenience and security while reducing administrative overhead.

Stay informed about critical events, changes, and deadlines through real-time alerts and notifications. Corporater enables organizations to set up custom alerts, notifications, and reminders. Users can configure notifications to receive updates on important activities, approaching deadlines, system events, data changes, and more. Deploy automated alerts to notify stakeholders when a KPI/KRI moves above or below a specified threshold, when a goal is reached, or when a new issue arises. Set up automated reminders to communicate assignments, responsibilities, approval status, overdue tasks, and more.

Extend your solution functionality by connecting with external systems and applications. Corporater API (Application Programming Interface) allows for a seamless integration and interaction between your Corporater solution and external systems or applications. Import/export data, synchronize information, and extend the functionality per your specific needs.

Your solution, your way. Today, and in the future. Built as a robust, flexible, enterprise-grade software, Corporater enables organizations to create a solution that fits their needs today and make ongoing modifications as their needs evolve. With Corporater you can mirror your organizational processes and structures, customize and automate workflows, create custom templates, set up rules, add exceptions to your rules, and then change it all! With Corporater, you’re never stuck, never locked in.

Configure custom workflows to assure adherence to your processes, rules, and policies. Corporater enables organizations to configure custom workflows to match specific business processes and requirements. Define custom workflows, specify steps, assign tasks, set approval rules, define transitions, and more. Set up custom rules to ensure that tasks and activities are routed to the appropriate users in a specified sequence. Automate your workflows where needed and make ongoing changes to your workflow configurations as your needs evolve.

Built as a flexible, configurable software, Corporater enables organizations to set up custom rules for exceptions or deviations from normal processes and workflows.

Corporater Configuration Studio is a powerful toolbox that enables organizations to easily configure and customize their Corporater solution’s settings, modules, and functionalities. It provides a user-friendly interface and tools for administrators (super users) to modify and tailor the solution’s configuration based on specific organizational needs. Configuration Studio allows administrators to configure modules, add or remove functionalities, customize data fields, define user roles and permissions, and establish system-wide settings. With over 250 unique objects, Configuration Studio simplifies the configuration process and enables organizations to adapt the solution to their evolving requirements without extensive coding or technical expertise.

Corporater forms come with customizable fields. Users can add, modify, or remove data fields, define field types, and customize field properties to match their unique data needs. Use Corporater pre-configured best practice forms or configure your own based on your specific requirements.

Use dashboards to monitor your metrics, identify trends, and make informed decisions based on real-time data. Corporater enables organizations to create custom dashboards to display relevant information based on user-specific needs. Create personalized dashboards for your employees, teams, departments, entities, and business units. Choose which data to display and how it should be displayed. Select, arrange, and configure widgets, tables, and data visualizations, and make continuous optimizations as your needs evolve. Create a high-level overview CxO dashboards for your executive and senior leadership team.

Centralize your data management and governance. Corporater enables organizations to integrate their solution with external data sources or systems to import or export data and streamline data management processes. Corporater provides data connectors, APIs, and data integration capabilities that allow seamless data exchange between the software and other applications or databases.

Securely import or export data to and from your solution. Corporater provides functionalities to import data from external sources, such as spreadsheets, databases, systems, or files, into the software. Similarly, it allows users to export data from the software in various formats for reporting, analysis, or integration purposes.

Eliminate data silos and have a complete picture of your business. Corporater includes a robust ETL Transformer built to combine, process, and format large amounts of structured and unstructured data from various sources, combine it with human input, and display it on custom dashboards where users can take action on identified insights.

Corporater allows for data from various departments, applications, or databases to be consolidated and interconnected, ensuring data consistency and coherence. Corporater supports data integration from a wide range of sources, including Excel, CSV, SQL, MDX, Web-Services, SFTP and more, including support for 3rd party JDBC drivers.

Map and link data elements or fields between different systems or databases. Corporater enables organizations to integrate data into a single source of truth and establish relationships between different data sets or sources.

Work with up-to-date information. Corporater enables organizations to synchronize and update data in real-time or at regular intervals between the solution and other systems. Corporater data synchronization ensures that data changes (automated and human input) made in one part of the solution are reflected in all connected parts, maintaining data consistency and accuracy.

Choose how to deploy Corporater based on your needs. We offer flexible deployment options – Corporater SaaS, on premise, or in the public cloud (e.g., Amazon AWS, Microsoft Azure, or Google Cloud). Choose the deployment model that aligns with your organization’s IT infrastructure, security requirements, and availability needs.

Corporater operates the environment in accordance with the SLA. Being on AWS infrastructure which consists of several data centers for each availability region, it is highly unlikely that the whole service goes down. By default, the application is hosted at one AWS availability zone. In case of a disaster, RTO is 24 hours.

Corporater includes a robust ETL (Extract, Transform and Loading) tool that enables organizations to extract, transform, and load data from various databases, applications, spreadsheets, or internal and external sources into a centralized data repository. Conduct data analysis, extract insights, and take action on identified insights. Various data sources are supported, from REST APIs to SQLs. The ETL also supports data imports from Excel or CSV/XML. These can be set up as online data imports, where users can upload data directly from the front end. Imports are managed with status and notifications and can be scheduled.

Identify, track, and manage exceptions or deviations from normal processes or standards. Corporater enables organizations to establish a systematic approach to identify and record exceptions, initiate investigation or resolution processes, and track the status and progress of exception management activities. Identify potential risks or issues, implement corrective actions, and ensure adherence to established processes or standards.

Use extended data analysis to gain deeper insights, identify patterns or trends, and make data-driven predictions or forecasts. Corporater enables organizations to perform extended data analysis of small and large data sets. Use techniques such as statistical analysis, predictive modeling, and data mining. Conduct multidimensional data analysis. Easily sort, filter, and drill down on your data.

Share reports, dashboards, or data visualizations with external audiences. Corporater enables organizations to divide their solution into internal and external parts to protect sensitive and confidential information. Have a complete control over who sees what content, such as dashboards, projects, portfolios, meeting notes, announcements, reports, etc. You may further specify custom access for each user in roles and permissions setting.

Streamline data collection, entry, and validation processes. Corporater enables organizations to create, distribute, and track custom electronic forms. It provides tools and functionalities to design custom forms, define form fields, specify data validation rules, and automate workflows associated with forms submission, processing, and notifications. Have a real-time visibility into form status and progress. Make updates to your forms as your needs evolve.

Streamline data processing and ensure accuracy in calculations. Corporater enables organizations to perform complex calculations and data manipulation using built-in functions and formula capabilities. It provides a range of mathematical, statistical, logical, or financial functions that can be applied to data sets or variables. Corporater supports data transformation, aggregation, and calculation of key performance indicators (KPIs), financial metrics, and other measures. Define and execute functions and calculations based on your specific requirements.

Stay connected and productive on the go. Corporater is mobile-responsive and enables organizations to access their solution from mobile devices such as smartphones and tablets. Corporater provides a mobile-friendly interface that allows users to access dashboards and reports, perform assigned tasks, view information, and collaborate with others while on the go.

Corporater is available in various languages including English, German, Arabic, and others.

Have a centralized view of your data, eliminate data silos, and enable data-driven decision-making. Corporater enables organizations to integrate and consolidate data from a wide range of data sources into a single unified view. Corporater comes with a powerful ETL tool and provides functionalities to connect various data sources, import and synchronize data, and create unified data repositories or data models. Analyze and derive insights from your data, share them across your organization, and make data-driven decisions based on a holistic understanding of your data.

Corporater Business Management Platform (BMP) is a proven and mature technology that has been developed over the past 20+ years. Built as a robust, flexible, configurable software, Corporater continuously innovates in step with our customers’ evolving needs and industry trends.

Corporater is committed to providing best-in-class software solutions, and therefore, we continuously enhance our software to ensure it meets our customers’ needs. Corporater is continuously updated and enhanced with new features, functionalities, and improvements. We regularly release updates, upgrades, and new versions that incorporate user feedback, address issues, and introduce innovative capabilities. Through ongoing innovation we enable our customers to benefit from the latest advancements, stay competitive, and leverage the full potential of the software.

If your infrastructure changes, Corporater can be securely redeployed between supported platforms, operating systems, and environments without losing data integrity.

Corporater has a powerful BPMN 2.0 based process engine ready to orchestrate complex workflows in large organizations.

Automate manual and repetitive tasks or workflows by replacing manual effort with digital processes and intelligent workflows. Corporater enables organizations to create, streamline, standardize, and automate custom processes and workflows, reducing human error, increasing efficiency, and improving overall productivity. It provides functionalities to define process steps, set triggers or conditions, automate task assignments, route approvals, capture process data, and deploy alerts and notifications.

Record and track time spent on project activities by team members. Corporater enables users to log their work hours against specific tasks or projects, providing visibility into productivity, resource allocation, and project costs.

Quickly find what you are looking for. Located in the top navigation bar of Corporater solutions, a quick search field enables users to enter keywords to quickly locate specific information, pages, documents, records, or resources within the solution.

Make informed decisions based on real-time data. Corporater enables organizations to have access to up-to-date information without delays or data synchronization issues. It facilitates the integration, processing, and visualization of data from multiple sources, ensuring that information is comprehensive and current. Have a real-time pulse on the performance, status, and metrics relevant to your activities. Analyze trends, gain insights, and make timely, data-driven decisions.

Monitor your systems, processes, and activities in real time. Corporater enables organizations to monitor real time data through interactive dashboards. It provides functionalities to collect and analyze data from various sources, apply custom rules and thresholds, detect issues, trends, and anomalies as they occur, and set up automated alerts for critical events.

Generate reports in real-time, providing key stakeholders with up-to-date insights and critical information for decision-making. Corporater enables organizations to access and analyze data instantaneously, transforming raw data into meaningful visualizations and reports. Corporater supports interactive dashboards, ad-hoc querying, and data exploration.

Configure your own based on your specific requirements. Generate your reports on demand or automatically via scheduled deployment to specified stakeholders. Export your reports in Word, Excel, PPT, or PDF format.

Stay informed about relevant activities, changes in data, and critical events as they occur. Corporater enables organizations to set up and receive real-time updates and notifications for changes such as data entries, edits, or deletions.

Save time with automated reminders. Corporater enables you to set up custom alerts and notifications for various activities, such as tasks, assignments, or personal to-do items.

Control user access with role-based permissions. Corporater enables organizations to use role-based access control (RBAC) to assign specific permissions and access levels to users based on their roles or responsibilities. It provides functionalities to ensure that only authorized individuals can perform specific actions, view certain data, or make changes within the solution. Organization’s assigned administrators (super users) can assign user roles, set up permissions for different dashboards, modules, or features, and manage who can access, edit, and delete data within the solution.

Corporater has policies and instructions with technical and organizational safeguards for the proper development of software or systems, including middleware, databases, operating systems, and network components. Corporater security is periodically tested and verified by Veracode.

Scale as your needs evolve. Corporater is scalable with rapid expansion capabilities. Built on a robust, flexible architecture, Corporater solutions can accommodate growing user numbers, expanding data volumes, and increased processing demands without sacrificing performance or reliability. With Corporater, the process of scaling up is fast, easy, and non-disruptive to the end users.

Search and filter data within your solution. Corporater tables come with search/filter functionality that enables users to specify search criteria and apply filters to narrow down the data set. Users may also create custom table views rearranging the order of columns within a table and by controlling column width and visibility.

Keep your data safe. Corporater comes with safeguards to protect against unauthorized access and data breaches. Corporater is developed with robust security measures, encryption techniques, access controls, and backup mechanisms that enables organizations to ensure data security, confidentiality, integrity, and availability.

Corporater is VL5 Veracode Verified and offers the highest level of protection for our customers’ data. Corporater is developed with robust security measures, protocols, and controls to ensure data confidentiality and protect data from unauthorized access.

Have a consolidated view of information or data in a single-page format. Corporater single-page view functionality enables users to create custom single-page views tailored to their needs. Choose which data to display and how it should be displayed, and control access permissions with access control.

Securely authenticate users with single sign-on (SSO). Corporater supports single sign-on (SSO), an authentication mechanism that enables users to access multiple software systems or applications using a single set of login credentials. Once users authenticate themselves with the SSO system, they gain access to various authorized applications without the need to re-enter their credentials. SSO simplifies the login process, improves user convenience, and enhances security by reducing the need for multiple passwords.

Use forms and surveys to gather feedback, opinions, or responses from your users. Corporater Forms & Surveys module enables organizations to create custom forms and surveys to capture input from customers, employees, and other stakeholders. Create, test, and distribute forms and surveys to get the information you need.

Create template forms and surveys from reusable components called Slices. Set up recurring surveys to specified recipients. For example, set a rule to automatically deploy a satisfaction survey to your customers every month. Configure the logic and rules for your forms. For example, if someone rates your service below a certain level, show them a question asking for the reason. See who has already answered your questions and who has not. See all historical changes made to your form and survey templates. Add, import, and export translations for different languages.

Built as a robust, flexible, configurable software, Corporater is built to adapt to evolving business requirements. Corporater can be continuously modified to accommodate changes in organizational structures, processes, and workflows, enabling organizations to stay agile and responsive to their organizational needs. Built for exception handling, Corporater can be configured to handle exceptions and adjust to new rules without coding or costly workarounds. Corporater can also be extended to support new functionalities and integrate with third-party systems.

Corporater can be integrated with most pre-existing third-party systems, tools, and applications. Corporater integration capabilities allow for the exchange of data, information, or functionality between different systems, eliminating the need for manual data entry or redundant workflows.

Manage and administer user accounts, permissions, roles, and access privileges. Corporater enables organizations to appoint administrators (super users) that can create, modify, and delete user accounts, assign roles, and control access levels. Corporater user management functionality ensures secure and controlled access to the software system, enhances system security, and streamlines user administration.

Corporater includes a powerful workflow engine that automates and streamlines business processes by orchestrating and executing predefined tasks or steps in a specified sequence. It provides a framework for defining workflows, assigning tasks to individuals or teams, setting up approvals, and managing the flow of work across an organization. The workflow engine ensures that tasks are routed to the right people at the right time, eliminating manual handoffs and reducing the risk of errors or delays. Automate reminders, alerts, and other notifications based on upcoming scheduled tasks, rules, or overdue actions, and set up trigger-based reports as required. Administrators (super users) can assign, reassign, initiate, and designate any workflow, such as risk assessment, analysis, investigation, etc.

Manage business processes and workflows within your organization. Corporater comes with tools and features to create, visualize, and execute workflows, allowing organizations to streamline operations, standardize processes, and ensure consistent and efficient execution of tasks. Workflows such as approvals, notifications, and reporting frequency and distribution can be configured and automated per specific business requirements. Define a sequence of tasks, assign responsibilities, set up rules and conditions, manage the overall flow of work, and make ongoing modifications as your needs evolve.

Generate Ad-hoc reports on demand. Define report parameters, select data fields, apply filters, and format the report layout.

Use Corporater best practice templates or configure your own based on your specific requirements. Specify which data to include and visualize the results in a format that best suits your needs. Export your reports in Word, Excel, PPT, or PDF format.

Generate standardized reports automatically, eliminating manual effort and ensuring consistency and accuracy. Corporater enables organizations to automatically generate standardized reports within the software. Users can define report templates, specify parameters and filters, and schedule reports to be generated and distributed at regular intervals. Export your reports in Word, Excel, PPT, or PDF format.

Streamline and automate your business processes by defining and executing workflows within your Corporater solution. Corporater enables organizations to configure custom workflows with predefined steps, actions, and decision points. Users can define rules and conditions that determine the flow of tasks and trigger automated actions. Workflows can be configured per your current business requirements and be continuously modified as your needs evolve.

Create and enforce standardized business processes to enhance operational efficiency, quality, consistency, and compliance. Corporater enables organizations to create and automate custom business processes and workflows. Define process flows, set up process controls, and monitor adherence to your processes.

Create engaging dashboards and reports by adding data visualization. Corporater enables organizations to visualize data and information in graphical formats such as charts, graphs, and diagrams. Choose from various data visualizations including line charts, bar charts, pie charts, scatter plots, risk heat maps, and others, making complex data and information easy to understand. Apply custom colors to match your brand identity.

Add comments to discussions, documents, or tasks. Corporater enables organizations to add a comments module to any page within their solution to share information such as context, clarification, or feedback. The comments module enables users to add new comments or reply to existing comments. Users can format text to highlight specific sections, create bulleted and numbered lists, insert hyperlinks, and more.

Have a solution that matches your brand. Corporater enables organizations to customize their solution’s appearance and user interface to align with their brand identity. Display your logo in the top navigation bar. Use your brand colors. Create branded page layouts with your icons, background images, design elements, and more.

Use dashboards to monitor your metrics, identify trends, and make informed decisions based on real-time data. Corporater enables organizations to create custom dashboards to display relevant information based on user-specific needs. Create personalized dashboards for your employees, teams, departments, entities, and business units. Choose which data to display and how it should be displayed. Select, arrange, and configure widgets, tables, and data visualizations, and make continuous optimizations as your needs evolve. Create a high-level overview CxO dashboards for your executive and senior leadership team.

Create and export custom reports. Corporater comes with tools and templates to design custom reports, define data parameters, apply filters, select desired fields, and format the report layout.

Configure your own based on your specific requirements. Select which data to include and how it should e displayed, e.g., figures, tables, charts, graphs, heat maps, etc. Add your own custom cover page, header, and footer. Export your reports in Word, Excel, PPT, or PDF format.

Create and customize templates for dashboards, page layouts, workflows, processes, forms, reports, and more. Use Corporater pre-configured best practice templates or configure your own based on your specific requirements.

Display your data in a visual format. Corporater supports various data visualizations, including single value charts, table charts, status lights, gauges, line charts, sparklines, area charts, trend arrows, column charts, bar charts, pie charts, progress bars, Gantt charts, histograms, value driver trees, org charts, risk heat maps, and others. Uncover insights, spot trends and patterns, identify areas for improvement, and make informed, data-driven decisions.

Set and track deadlines to ensure timely completion of tasks, projects, or compliance requirements. Corporater provides tools to assign deadlines to individual tasks, monitor progress, and send notifications or reminders to responsible parties.

Use dashboards to monitor your metrics, identify trends, and make informed decisions based on real-time data. Corporater enables organizations to create custom dashboards to display relevant information based on user-specific needs. Create personalized dashboards for your employees, teams, departments, entities, and business units. Choose which data to display and how it should be displayed. Select, arrange, and configure widgets, tables, and data visualizations, and make continuous optimizations as your needs evolve. Create a high-level overview CxO dashboards for your executive and senior leadership team.

Great ideas can come from anywhere! Corporater enables organizations to collect, evaluate, and manage ideas. Use comments modules or create custom forms to gather suggestions and feedback from employees or stakeholders. Capture, evaluate, and implement ideas from within your organization, harnessing collective intelligence, nurturing creativity, and fostering employee engagement.

Developed with best UI/UX practices, Corporater solutions are easy to navigate and interact with. Corporater solutions come with an intuitive top navigation bar with a quick search field, enabling users to quickly access data, documents, and files within the solution. Other intuitive Corporater navigation features include a breadcrumb navigation, drop-down menus, and consistent icons that help guide user interactions.

Have more efficient meetings. Corporater provides functionalities to create meeting agendas, invite participants, tag projects to be discussed, add attachments, send meeting notifications, capture and share meeting minutes with attendees, and track action items to drive accountability for meeting outcomes.

Access your dashboards on the go. Corporater is mobile-responsive and enables organizations to access their dashboards and reports from mobile devices such as smartphones and tablets. Corporater mobile dashboards provide a mobile-friendly interface that presents data visualizations, key metrics, and performance indicators in a format optimized for mobile screens.

Have a quick access to relevant information. Corporater My Page feature enables organizations to provide users with a personalized page, where they can access their assigned tasks, projects, KPIs, notifications (e.g., pending approvals), reports, and other information based on their individual preferences and roles. My Page can be easily accessed from the solution’s top navigation bar.

Manage project requirements throughout the project lifecycle. Corporater enables organizations to capture, track, and manage requirements. It provides functionalities to define and document project requirements, prioritize requirements based on business value, track requirement status and changes, and ensure alignment with project objectives and stakeholder expectations.

Corporater supports responsive design, providing a consistent user experience across different devices and screen sizes. Work anywhere, anytime, on any screen – desktop, tablet, or smartphone. Access your dashboards, complete tasks, add comments, send notifications, generate reports, and more.

Apply a theme to your solution to match your brand identity. Corporater theming feature enables organizations to select custom colors and apply them globally across all pages within the solution. Choose a custom color for your top navigation bar, navigation drop-down menus, highlighted text, solution background, buttons, icons, and more.

Have quick access to relevant information, tools, or functions. Corporater enables users to customize their dashboards and pages with widgets to display the information they find most valuable, allowing for a tailored, user-friendly interface. Add widgets such as a news feed, recent activity feed, social media feed, and more.