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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

A change control management system facilitates the organized coordination of all documented modifications across various departments throughout the change control procedure. In the absence of such a coordinated system, users might inadvertently implement changes that could disrupt operations or reverse alterations proposed by colleagues in other departments. Moreover, adopting a change control system enhances transparency, allowing all users to track requested changes, their current status, and the individuals accountable for executing the workflow. Organizations choose to invest in change control management tools because they must oversee changes at all levels of the supply chain to maintain quality standards and comply with regulatory requirements. An effective change control management platform will establish a comprehensive system that addresses miscommunications and bridges gaps between departments, resulting in improved operational efficiency. By ensuring that all parties involved are well-informed, the system ultimately contributes to a more streamlined change process.

Description

NüWorkflow emerged from the challenges faced while working within an investment firm. The solutions developed cater to the needs of various departments, including IT, administration, client services, and research. Each department benefits from distinct features tailored to their specific requirements. For instance, the IT team can utilize tools for creating workflows, managing database connections, and monitoring errors. Meanwhile, client service and administrative departments are equipped with capabilities for generating daily reports, automating processes, and ensuring quality control. Additionally, researchers can independently re-run specific workflows established by IT through a web browser, eliminating the need to seek assistance from IT personnel. As automated tasks increasingly rely on database connections, FTP servers, calendar and holiday logic, email templates, and other inputs, the complexity rises. While managing a few automated tasks might be straightforward, the necessity for a robust system to oversee and streamline automation becomes critical as the number of tasks expands. This centralized approach not only enhances efficiency but also empowers departments to operate seamlessly without constant IT intervention.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Sparta Systems

Founded

1994

Country

United States

Website

www.spartasystems.com/products/trackwise-digital-change-control

Vendor Details

Company Name

Opulos Financial Software

Founded

2013

Country

Canada

Website

www.opulos.com/solutions/nuworkflow/

Product Features

Change Management

Approval Workflow No 
Audit Trail No 
Automated Notifications No 
Change Calendar No 
Change Planning No 
Compliance Management No 
Prioritization No 
Release Management No 
Task Management No 
Tracking & Reporting No 
Training Management No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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