Business Operations

Use the Board Management solution to run better, more productive board meetings, whether you're leading for profit business entities, nonprofits, or public benefit corps. Directors can track attendance, organize meeting minutes, vote, share docs, share files and more with other members.

This flexible solution can be used narrowly for sales contracts or broadly for any contract with external vendors, clients, or stakeholders. Manage contracts large and small through review and approval. Track renewals and contractual obligations.

Avoid project death by a thousand changes and uncontrolled scope creep using a structured Change Requests process. Link it with the project management solution to up your delivery game!

Track the highest-level corporate documents and financial information. Organize formation documents, company operating agreements and periodic financials. Ideal for startups.

Manage any type of legal issue with built-in security controls. Geared for corporate legal matters, including both in-house and out-of-house counsel.

Enterprise Incidents centralizes ticketing, alerting, escalation, reporting and documentation of incidents so response teams can act quickly from the moment of discovery through resolution.

Define your top goals and objectives by team or department, then track from start to finish. Align goals and status to keep updated on your most important work.

Ensure you're covered! Track business insurance policies, manage renewals, and reference policy docs with the click of a button.

Capture notes from all your meetings in one highly accessible spot. Track meeting meta data such as time, location, attendees and topics.

Define organizational, departmental and team goals along with the key performance indicators to measure results.

Your point-of-sale system is no way to maintain your products! Pull from a centralized product catalog to maintain active SKUs and plan the next wave of options to delight customers.

Improve vendor evaluations by defining project requirements, tracking potential vendors and manage formal RFP assessment processes.

From simple vendor information management to more complex vendor relationships, this solution provides a foundational capability that can quickly adapt to your needs.

Build personal agendas to tackle each week to keep you sharp while maintaining a history of performance.

Manage vendor risk by consolidating your third-party information. Enjoy easy-to-configure process automation to support periodic assessments, contract reviews, performance, due diligence and more.

Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring.

Add more structure without slowing your flow with too much structure. Track associated tasks through multiple phases that are easily adjusted to meet your needs.