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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

JustFOIA provides an intuitive platform for managing records requests, overseeing each phase from submission to fulfillment. Let's explore the features that make processing requests on JustFOIA straightforward. The software offers customizable web-based forms tailored to fit the specific requirements of your organization, allowing for an unlimited number of forms designed for various request types. Users can establish new request workflows that enable the assignment of both custom and standard tasks to specific individuals or departments. In-app collaboration facilitates the completion of tasks, obtaining necessary approvals, processing and redacting the requested information, and securely delivering it to the requester in a seamless manner. With these workflows, your capacity to streamline the process is only limited by your creativity. Throughout the request processing, communication among all involved departments is effortless, ensuring that each necessary step is accounted for. Additionally, your organization has the opportunity to recover costs associated with the time and materials expended on each request, further enhancing the efficiency of the system. This comprehensive approach not only improves workflow but also fosters transparency and accountability within your records management 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

Laserfiche Yes 

Integrations

Laserfiche No 

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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars Yes 
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

JustFOIA

Founded

2019

Country

United States

Website

www.justfoia.com/how-it-works/

Vendor Details

Company Name

Opulos Financial Software

Founded

2013

Country

Canada

Website

www.opulos.com/solutions/nuworkflow/

Product Features

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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