September 25, 2016

ENTERPRISE SAAS SOLUTIONS

Baseline Builder

Baseline Builder® promotes effective and practical internal controls while helping to support efficient governance, risk management and compliance (“GRC”) processes.

Governance, risk management, and compliance (“GRC”) is an umbrella term covering an organization’s approach across these three control environment areas. GRC activities are increasingly being integrated and aligned to improve process, avoid inefficiencies and eliminate gaps. GRC typically encompasses activities such as corporate governance, enterprise risk management (ERM) and corporate compliance with applicable laws and regulations (i.e. Sarbanes-Oxley Compliance).

Baseline Builder® (“Baseline Builder”) promotes effective and practical internal controls while helping to support GRC processes. Baseline Builder has allowed many organizations to significantly improve efficiency and effectiveness of GRC maintenance tasks including accuracy of testing results, completeness of information and visibility to key stakeholders. Unlike typical in house solutions, data and documentation is centrally managed in a software as a service (“SaaS”) platform that allows for intuitive IT general, application, financial and operational control activity tracking, maintenance and reporting.

Baseline Builder provides an automated approach for handling many processes which are typically performed manually or through separate services including dash boarding, score carding, issue tracking and reporting. Baseline Builder is provided on an annual subscription basis as a SaaS solution. Baseline Builder meets customer’s key criteria by providing an application software service which is streamlined, clean and very responsive. Our world-wide user base includes public clients in various industries, multiple subsidiaries and annual revenues over $1B.

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Process Partner

Process Partner® helps to facilitate the workflow and improved visibility over processes for companies that historically utilized a manual, labor-intensive processes in any component of the organization.

Process Partner allows companies to automate the performance and tracking of manual processes which have historically been maintained using spreadsheets and file folders. Process Partner facilitates the automation of processes by allowing users to create custom checklists and tasks which can be scheduled using a familiar calendar view and tracked using dashboards and reporting. Process Partner helps centralize and coordinate the performance of processes throughout organizations and departments. Based on improved completeness and visibility of information to stakeholders, Process Partner allows organizations to streamline, automate and track processes which improves overall efficiency and effectiveness.

Automate and Perform Any Process
Process Partner facilitates a company’s ability to complete any processes tasks in one integrated environment. Our Process Partner module allows for the ability to import data from your company’s accounting system, to set due dates for tasks, attach supporting documentation and report key metrics. Process Partner automation provides a customizable workflow environment for governing the preparation, review and approval of any process or task. Other features include support for key calculations and metrics, the ability to schedule periodic recurring tasks, and the ability to attach / archive supporting documentation for each task.

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Financial Close Process Example
Process Partner facilitates visibility and efficiencies for finance and accounting departments performing the financial close process, which historically were manual and labor-intensive. Process Partner facilitates the creation and automated scheduling of month-end close checklists and tasks in one integrated environment. Departments from across the enterprise which provide finance and accounting information are also included in the process. Process Partner automates workflow governing the preparation, review and approval of trial balance account reconciliations. Process Partner allows organizations to evidence support for key calculations / metrics, schedule month-end close tasks, attach documentation for each account reconciliation, capture review and sign-offs, report monthly results and track all changes via an audit trail.

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Ziel

Ziel® promotes targeted performance management tracking while helping to migrate away from spreadsheet or databases created to support end user computing efforts. Ziel allows organizations to improve the efficiency of tracking of goals, strategies, lead measures and participant commitments.

Performance management systems like Ziel help ensure that strategies and goals are consistently being met in an effective and efficient manner. Performance management helps organizations align resources, systems and personnel to strategic objectives and priorities. Ziel supports targeted performance management tracking while helping to migrate away from spreadsheet or databases created to support end user computing efforts. Ziel allows organizations to improve the efficiency of tracking of goals, strategies, lead measures and participant commitments.

Ziel allows organizations to significantly improve the efficiency of performance management tracking tasks, and the accuracy and availability of information. Unlike typical in house solutions, data and documentation is centrally managed via Ziel’s Software as a Service (“SaaS”) platform that allows for intuitive tracking, maintenance and reporting of goals and strategies.

Ziel provides an automated approach for handling many processes which are typically performed manually or through separate spreadsheets including goal creation, configuration, target tracking of results, dashboard monitoring, and reporting. Ziel is provided on an annual subscription basis.

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Divvy

Divvy® promotes effective and transparent restricted stock tracking while helping to migrate away from spreadsheets to support end user computing efforts.

Divvy provides an effective and practical restricted stock tracking tool while helping to migrate away from spreadsheet or databases created to support end user computing efforts. Divvy allows organizations to improve the efficiency of tracking restricted stock, and the accuracy and the retention of documentation.

Divvy allows organizations to significantly improve the efficiency of restricted stock tracking tasks, and the accuracy and availability of information. Unlike typical in house solutions, data and documentation is centrally managed in Divvy which allows for intuitive tracking, maintenance and reporting of restricted stock. Divvy provides an automated approach for handling many processes which are typically performed manually or through separate spreadsheets including grant creation, configuration and approval, vesting, accounting, events, transactions, dashboard monitoring and reporting.

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Flo

Flo® helps to facilitate data importing, data storing, data transformation, data reconciliation and data reporting. To solve a recurring data processing gap within companies, Flo was developed to allow disparate data sources to be repeatedly added.

The Baseology® Flo module originated as new feature and functionality to help support accounting, audit and compliance.Flo helps to facilitate data importing, data storing, data transformation, data reconciliation and data reporting. To solve a recurring data processing gap within companies, Flo was developed to allow disparate data sources to be repeatedly imported or continuous added via connection (e.g. API) into a common schema or format.

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Once data is added to the data store, defined data transformation tasks can be performed on the available data including clean-up, validation, classification, machine learning, reconciliation and customer requested tasks. Flo automation allows for customers to monitor the processing, schedule tasks, created custom task work flows and generate custom notifications. Flo dashboards and reporting provide meaningful views of the data and compliment the intuitive user interface.

Custom configured tasks can be developed during implementation to support events like data updates through the API and creation of upstream / downstream documents. Flo provides an automated and sustainable approach for handling many processes which were typically performed manually, involved manual intervention or involved separate services. Flo configured tasks can also help facilitate interfaces to other SaaS APIs, web services or the Baseology® onsite connector.

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