Soteria

Available April 2021

Soteria is a versatile risk management solution.

It is a standalone application or integrates with other software applications on our Werkflo platform.

Soteria covers different industries, including specific modules for the financial services industry.

All levels of users can activate actions and report issues


Fun Fact: 

In Greek mythology, Soteria was the goddess of protection.

Risk and Appetite

Set risks, risk tolerances and your assessment from a method you choose including a procedure, document, or other item such as location, building, or project with multiple context configuration to understand risks across your entire business.

Contact Management

Have a comprehensive contact management solution that tracks, manages, and automatically links specified contact information in one single spot for risk allocations and reporting.
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Document Management

Have a single repository for your documents and collaborate on documents including check-in and check-out version controls.

Client 
Management

Unlimited users, diagrams, business analysis, formatting of text, shapes, version controls, reports, tempates, tasks, audit logs, security and permissions, dashboards with customisation based on package chosen.

Dashboards

A completely integrated set of tools is available including a fully featured process flow diagram tool and standard dashboards. Self-managed contexts, scores, matrixes and all required inputs to ensure for a flexible approach. This way you can drill down to find a specific risk and its mitigation strategy.

Single Search

A search feature that allows you to search for emails, reports, files, and calendar items by typing in your query in the search box. 

Drop and drag

Instantly drag and drop a document and link it to a contact, company, category or shared project entity and it will be automatically archived – making files quickly and easily retrievable.

File Notes

Get a complete notes management solution. Track all personal and shared notes. Each note will include a time stamp and digital signature. Users can create a new note or append to an existing note.

Document Linking

Link any reference to any standard or other regulation or for an example policy.

Reports

Built in Risk Reports that cover high level risks down to operational risks. This way users can also create custom features on their reports.

Data Imports

You can import your contacts, company details, categories, projects and tasks either directly from word, a CSV or Excel file. 


Self-managed contexts, scores, matrixes and all required inputs to ensure for a flexible approach.

Customised workflow & automation solutions

We can automate and customise your needs so you talk to different systems that will enhance your risk management system. We do this based on time and cost.  

Document Management System

Have a single repository for your risk information and documents and collaborate on documents including check-in and check-out version controls.

Corrective Actions and Assessments


Strong corrective action and task management activities to monitor and control actions required to overcome any issues associated with any task, project or action.

Advanced
permissions

You can share contacts, tasks, actions or projects and create a role-based security to control each users’ access right to add, edit, delete or share.

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