ProcessUnity Resource Center: Datasheets

Third-Party Risk Management

Vendor Cloud: Cloud-based Third-Party Risk Management
Vendor Cloud is a software-as-a-service (SaaS) application that identifies and remediates risks posed by third-party service providers. Combining a powerful vendor services catalog with risk process automation and dynamic reporting, Vendor Cloud streamlines third-party risk activities while capturing key supporting documentation that ensures compliance and fulfills regulatory requirements.

Policy & Procedure Management

ProcessUnity for Policy & Procedure Management
ProcessUnity’s Policy and Procedure Management solution establishes a simple, standard system for administering policy lifecycles, certifying communications, assessing performance, and managing exceptions and issues. A cloud-based application, ProcessUnity gives everyone in your organization, regardless of location, direct and immediate access to the policies and procedures they need to fulfill their obligations in accordance with your standards.

Sarbanes-Oxley Compliance

ProcessUnity for Sarbanes-Oxley Compliance
ProcessUnity’s cloud-based SOX assessment solution provides secure, cost-effective, automated support for critical components in a compliance program – from business process documentation, risk evaluation and controls definition, to issues management and controls and assessment testing. Additionally, ProcessUnity streamlines the review and validation of assessment results for both internal teams and external auditors.

Offer Management

ProcessUnity Offer Management
Industry leaders in the Retirement, Equity Compensation and Health and Benefits markets are adopting ProcessUnity Offer Management to improve customer satisfaction and retention, reduce delivery risk and fuel profitable growth. This intuitive, cloud-based solution automates critical service delivery lifecycle processes, using key delivery insights to align Product, Sales, Implementation and Service teams.

Product Catalog Modernization
In the retirement plan market, your product is ultimately responsible for driving your revenue, client satisfaction and profitability. Yet, most plan providers today continue to manage their most valuable asset using simple spreadsheets and/or disjointed databases. ProcessUnity’s Product Catalog Modernization program has helped a number of well-known retirement plan providers centralize product definitions, close critical gaps and communicate best practices throughout the organization.

Integrations & Add-Ons

ProcessUnity for Salesforce
ProcessUnity for is integration technology that powers bi-directional synchronization between any application and ProcessUnity’s cloud-based risk management and offer management suites. Available on the Salesforce AppExchange, ProcessUnity for Salesforce allows organizations to make risk and compliance data as well as key product and service information available to sales and client services teams in their familiar Salesforce interface. Additionally, customers can deliver prospect and customer data directly to their ProcessUnity applications.