Product Release - September 2024

Featured

AI Writing Assistant

Unlock the full potential of your writing with Borealis’ new AI Writing Assistant! These intelligent features are designed to make your communication more effective and efficient. From making shorter, refining grammar and simplifying complex language to offering translation options, our AI-driven writing assistant helps you produce polished, professional text in all rich text fields.

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Benefits:

  • Enhanced clarity and readability of text.
  • Automatic correction of spelling and grammar errors.
  • Simplified, concise language for more effective communication.
  • Translation capabilities for global collaboration.
  • Increased productivity through automated text improvements.

 

Outlook Add-in improvements

Create Tasks from the Outlook Add-In

We’re thrilled to introduce task creation directly from the Borealis Outlook Add-In! Now, managing your tasks has never been easier—create and assign follow-up tasks instantly from your Outlook emails, ensuring nothing falls through the cracks. By linking tasks to original communications, this feature elevates your workflow and helps teams stay organized, accountable, and efficient, all without ever leaving their inbox.

 

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Benefits:

  • Simplified task creation process.
  • Enhanced accountability with linked communications.
  • Improved productivity by reducing platform switching.
  • Seamless integration into daily workflows.
  • Better tracking of tasks from initiation to completion.

 

Create Grievances from the Outlook Add-In

We’re excited to announce the ability to create grievances directly from your Outlook inbox! With the growing use of our Grievance Management module, we’ve streamlined the process so users can log and track complaints instantly from their email communications via the Outlook Add-inn. This ensures that no grievance is overlooked, enabling faster responses and better management, all while staying focused on the tasks at hand.

 

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Benefits:

  • Fast grievance logging from emails.
  • Increased accountability for grievance tracking.
  • Enhanced efficiency in handling complaints.
  • Complete visibility into grievances with linked communications.
  • Compliance with grievance handling policies and regulations.

 

Social Investment Improvements

Social Investment Impact Measurement

Maximize the impact of your social investments with our brand-new Impact Measurement feature! Understanding the real-world effect of your community contributions has never been easier. This feature allows you to measure, analyze, and report on the outcomes of your investments, giving you the insights needed to showcase success and optimize future initiatives. Transform your social responsibility strategies with data-driven decisions that amplify positive change.

 

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Benefits:

  • Clear quantification of social investment outcomes.
  • Data-driven decision-making for future investments.
  • Increased transparency for stakeholders.
  • Optimized resource allocation based on impact.
  • Improved reporting capabilities for corporate social responsibility.

 

Community Contributions Non-Monetary Items

Manage your non-monetary items in your community contributions with ease using our new Non-Monetary Items feature! Whether donating goods or services, you can now track, value, and report on in-kind contributions as part of your community contributions. This feature simplifies everything from recording requested items to monitoring their delivery, giving you full control over in-kind donations and ensuring a comprehensive view of your social investment activities.

 

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Benefits:

  • Accurate tracking of non-monetary donations.
  • Automated calculation of cost based on single item values.
  • Enhanced control over in-kind contributions.
  • Streamlined approval and delivery processes.
  • Comprehensive reporting on all types of contributions.

 

Mobile App - Land Management Improvements

We’re excited to introduce the new interactive map feature in the Borealis Mobile App! This enhancement allows users to view and navigate parcels and agreements directly from the app. The feature is designed to improve field efficiency, enabling real-time access to parcel information and making updates to the parcel contact status on the spot. With this update, field agents and project managers can manage land data seamlessly, increasing productivity and ensuring smoother workflows.

 

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Benefits:

  • Instantly view parcel and agreement details while in the field.
  • Easily navigate between parcels, agreements, and linked records using an intuitive visual map interface.
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  • Update parcel contact statuses on-site, reducing manual data entry post-visit.
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  • Gain a clear visual overview of all parcels and agreements, enhancing project understanding.
  • Boost field operations by reducing the need for manual notes and improving overall workflow.

 

Additional Improvements

Stakeholder Engagement

  • Grievances Add-on: A new feature allows you to copy the address of the main grievant when creating a grievance by selecting the Use address from main grievant option, streamlining the process.
  • Commitments:
    • New fields now display process duration in both calendar days and business days on the Analytics and list pages.
    • You can now cancel a commitment when it is no longer relevant and does not require fulfillment.
  • Engagement Plans:
    • Stakeholder batch updates are now available in the Planning - Stakeholders section of Engagement Plans. You can update multiple stakeholders’ Engagement Level, Next Step, Engagement Status, and Role in one action.
    • When creating activities, you can automatically select all stakeholders from the Engagement Plan or choose specific stakeholders exclusively from the Engagement Plan.
  • Stakeholders: The Categorization data dictionary now supports values that apply to both Organizations and Individuals.
  • US Database of Government Officials: Governor’s offices have been added to the state-level database, with an average of 65 new officials per state.
  • Duplicate Management: The duplicate detection algorithm has been enhanced, reducing the number of potential duplicates generated.
  • Duplicate Prevention: When importing stakeholders using the Excel importer template, Borealis will now notify you if a duplicate stakeholder is detected. A new column allows you to override and force the import even if another stakeholder shares the same name.

Land Management

  • Land Titles: A new section allows the addition of Other Interested Parties, such as easement holders, banks, or regulators, to Land Titles. This information automatically flows to the parcel record.
  • Company Assets: Company Assets can now be linked to Community Contributions.
  • Agreements: Agreements can now be linked to Issues. Additionally, a new Other responsible people field allows the selection of additional staff members involved in managing the agreement.
  • Parcel Occupants: A new Excel template is available for importing parcel occupants.
  • Land Management Engagement Plans: When selecting parcels, you can now exclude specific stakeholders based on their categorization using the new Stakeholder Categories to Exclude field.
  • Parcels: Parcel records now feature four dedicated pages showing linked Communications, Commitments, Issues, and Grievances, replacing the previous single All Engagements page.

General

  • Read-Only Users: Users with read-only access (such as SE-Guest or Read Only project profiles) can now add, edit, and delete their own comments on records they can view.
  • Excel Importers: Required fields are now marked with an asterisk for clearer distinction between mandatory fields and optional notes.
  • API: New fields have been introduced in various registers (Individuals, Organizations, Parcels, Agreements) specifically for API integrations, allowing these fields to store unique identifiers from other systems. These fields are modifiable only through the API or by superusers.

Outlook Add-in

  • Tooltips: The fields in the Outlook add-in now display the same tooltips as those found in the web communication creation form for consistency.

Social Investment

  • Community Contributions: Community Contributions can now be linked to Company Assets, facilitating better asset management.

Analytics

  • Reports: New report filters have been added, allowing you to create reports based on Tasks, Commitments, and Agreements within Land Management.

Tasks

  • Follow-ups: When adding a follow-up, documents can now be attached directly as part of the same action for improved workflow efficiency.
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