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Assessment Programs

Understanding your stakeholders’ needs, interests, and influence is the key to building stronger relationships and creating strategies that truly connect. That’s why we’re so excited to introduce the new Assessment Programs feature! This powerful update gives you the tools and flexibility you need to dive deeper into stakeholder assessments, refine your strategies, and make smarter, data-driven decisions.

With Assessment Programs, you’ll get clearer insights using expanded axes and advanced visualization tools that help you spot trends and focus your efforts. Tailor assessments to specific projects while keeping data private and relevant. Save time with features like batch assessments, alerts, and automatic history tracking, making the whole process smoother and easier. Plus, intuitive visual maps and widgets make it simple to prioritize actions and refine your approach. It’s everything you need to take your stakeholder engagement to the next level!

Highlights

New Assessment Programs Section

The new Assessment Programs feature is now available in its own dedicated section within the Stakeholder Engagement module. You can create multiple programs tailored to your specific needs, with the flexibility to apply assessments to both individuals and organizations—perfect for any engagement strategy.

 

 

Enhanced Assessment Capabilities

Take your assessments to the next level with up to 20 customizable axes per program, including advanced calculated axes for deeper insights. Team data segregation lets you assign programs to specific projects, ensuring privacy and keeping the focus where it’s needed. Plus, alerts can be configured to notify you and generate reports when assessment changes occur, so you always stay ahead.

 

 

 

Improved Visualization

Visualizing your assessments has never been easier! The Assessment Matrix Widget lets you customize X and Y axes, add color-coded categories, and hover over stakeholders for quick actions. For a snapshot of key metrics, Pinned Axes display critical information directly on stakeholder profiles for an at-a-glance overview.

 

 

 

Streamlined Assessment Process

Save time and effort with batch assessments, allowing you to select and assess multiple stakeholders in one go. Meanwhile, automatic history tracking ensures that past assessments are saved and ready to review whenever you need them.

 

AI Stakeholder Summary

Engaging effectively with stakeholders starts with understanding their history, but manually reviewing past interactions can be tedious and time-consuming. That’s where the new AI Stakeholder Summary comes in! Using Borealis’ AI capabilities, this feature automatically generates clear, concise summaries of recent stakeholder interactions, saving you time and effort so you can focus on meaningful engagement instead of digging through data.

 

 

With the AI Stakeholder Summary, you’ll save time and boost efficiency by skipping manual reviews and quickly preparing for engagements. Gain actionable insights into stakeholder concerns, enabling more relevant, personalized communication that builds trust and strengthens relationships. Plus, with a clear snapshot of recent communications, you can confidently adjust your strategy and focus on what matters most. This tool is designed to help you work smarter and engage more effectively!

Highlights

Date Filter

Easily refine your summary by selecting a specific date range (default: last 3 months) to focus on the most relevant insights.

 

 

Summary Generation

The feature generates a categorized summary of key activities and updates, providing a clear and structured view of your stakeholder’s engagement history.

 

 

Improvements to Contact Information Management

Accurate and easily accessible contact information is the foundation of effective stakeholder engagement. The Contact Information section in Borealis has always been vital for storing and managing details like names, roles, and communication preferences. Based on feedback from our clients, we’ve redesigned this section to make it even better! The updated Contact Information section offers enhanced functionality, simplified workflows, and a more intuitive experience, reflecting Borealis’ commitment to user satisfaction and innovation.

This redesign brings big benefits. Simplified workflows help reduce data entry errors, ensuring contact details are always accurate and up to date. A modern, user-friendly interface makes managing information faster and more enjoyable. And with centralized editing options and streamlined processes, you’ll save time and be able to focus on meaningful stakeholder engagement. It’s all about making your experience smoother, more efficient, and more impactful!

Highlights

Enhanced Editing Experience

All stakeholder contact information is now editable directly within the Add and Edit pages.

New Phone Field

Country code and phone number fields now feature a mask format and validation, ensuring accurate, standardized entries.

 

 

Primary Contact Selection

Users can now easily designate primary phone numbers and emails with a star icon, visible and editable during both creation and edition.

 

 

Improved Address Fields Options

• Formatted Address: A read-only field used in reports/documents, automatically formatted for Canada, the U.S., Australia, PNG and some European countries.
• Mailing Address: Designate a mailing address for sending documents; only one mailing address per stakeholder.

 

Global Edit Functionality

It is now possible to update information directly from the Stakeholder list or Stakeholder popup, saving time and boosting efficiency.

 

 

New Stakeholder page for contact information

The information is now displayed at a glance, organized into four distinct sections: Phone, Email, Other Contact Information, and Addresses. This clear separation helps users quickly understand and navigate the data, improving overall readability and accessibility.

 

 

Show archived option

By default, all archived contact information is now hidden to reduce clutter and help users focus on current information. The “Show archive” option, located in the top-right corner, allows users to display all archived contact information when needed.

 

 

Task Chains

Managing land agreements with stakeholders can be a tricky, multi-step process that requires careful coordination across teams. From initial outreach to final sign-off, each type of agreement has its own workflow, often with tight deadlines and multiple responsibilities to juggle. To make things easier, we’re introducing Task Chains! This new feature helps you stay on top of every step by providing predefined workflows, real-time tracking, and automated task sequencing, so you can stay organized and get everything done on time.

Highlights

New Task Chain Section

You can configure and manage Task Chains in a dedicated section within the Tasks module. This centralized hub allows you to create new Task Chains, activate them for use, deactivate them when no longer needed, or duplicate them to quickly set up similar workflows for reuse.

 

 

Customized Task Sequences

Task Chains make it easy to create workflows tailored to each type of agreement. You can define a specific sequence of tasks, complete with titles, descriptions, assigned users, and due dates. As you finish each step, the next task is automatically created, keeping everything organized and moving forward smoothly.

 

 

You can also track and manage Task Chains directly within agreements, with both current and past chains at your fingertips. Start from the beginning or jump to a specific step, with skipped tasks automatically marked so there’s no confusion. Plus, it’s simple to monitor the status of each chain, whether it’s In Progress, On Hold, Completed, or Canceled—so you always know where things stand.

 

 

Collaboration and flexibility

You can assign tasks to the responsible person, the user who completed the previous step, or anyone you choose—giving you plenty of flexibility. Plus, batch actions let you quickly link Task Chains to multiple agreements or complete tasks in bulk, making the whole process faster and easier.

 

 

Social Investment: Multiple Currencies

Managing social investments across different countries often means dealing with a variety of local currencies, which can make tracking and reporting a challenge. That’s why we’re excited to introduce the Multiple Currencies feature in the Social Investment (SI) module! This new capability lets you enter expenses and deliveries in local currencies, and Borealis will automatically convert them to your corporate currency using configurable exchange rates. With this feature, you’ll enjoy accurate financial tracking, easier reporting, and a more efficient way to manage your global social investments.

Highlights

Set Your Corporate Currency

Choose a corporate currency to serve as the base for all your conversions.

 

 

Flexible Exchange Rates

Set up exchange rates for different currencies and update them anytime to stay in sync with market changes.

 

 

Enter Local Currencies

Enter expenses and deliveries in local currencies, and Borealis will automatically convert them into your corporate currency using the selected exchange rate.

 

 

Effortless Conversion

A new read-only field in analytics displays the converted amount in your corporate currency, making reporting and analytics easier and more consistent.

 

 

Additional Improvements

AI Tools

• Text formatting and AI writing assist tools have been added to all Comments sections across the system, making it easier to write clear and polished notes.
• AI writing assist tools are now available in multiple areas:
  • Issues: Comment sections in Assess, Verify, and Close stages, including Stakeholder Feedback.
  • Grievances: Comment section for Assessment.
  • Tasks: Follow up description.
  • Community Contributions: Contribution context field.

General

• Global search functionality now includes the Address field within company assets for improved search.
• Column configuration is now available for all lists, offering more customization for viewing and organizing data.
• In all list pages, you can now click on the column header to access a new filter—Is not empty—located right next to the —Is empty— filter.

Land Management

• Conditions within parcels and agreements can now be marked as Inactive, consolidating the previous “Expired” status and allowing for other reasons the condition no longer applies.
• The creation and edit forms for Land Agreements have been redesigned, with clear sections added for better organization and process clarity.
• A new Batch Update action allows you to modify fields in multiple properties in one operation.
• A new section has been added to the main menu of Agreements to access the list of all payment items for better financial tracking.
• A new “Other Interested Parties” section in the Property record now displays the other interested parties associated with each parcel comprising the property.
• A new section in the Property record now shows the company assets that overlap the property.

Issues, Grievances and Commitments

• Batch Close Action: You can now close multiple commitments in a single action, saving time.
• Commitments can now be placed on hold, marking them as “On-hold” when there are no active actions associated.
• Linking Commitments: It is now possible to link commitments to other commitments for better tracking and relationship management.
• In Issues, you can now enter an address for where an issue occurred, automatically placing it on the map for easier visualization.
• Titles are now optional for Grievances. If left blank, Borealis will automatically generate a title based on the type and grievant name.
• A new “Link to Engagement Plan” action is available in batch mode for faster linking of multiple issues.
• The “Link to Engagement Plan” action in Issues, Grievances, and Community Contributions now supports linking to closed plans, improving historic data management.
• Stakeholders can now be linked to the commitment directly from the commitment creation form.

Analytics

• The SI Dashboard has been updated to align with new features for tracking Monetary vs Non-Monetary Contributions and Impact Measures.
• A new Comparison Type for Location filters has been added:
  • Within: Matches records linked to a location and its sub-locations.
  • Equals: Matches records linked directly to the location, excluding its sub-locations.
• Property Reporting: Reports can now include a property filter and a related reports section has been added in the Property register.
• Location filters now allow you to select and group data by levels (e.g., Country, State/Province) to be used in both tables and charts.
• A Next Planned Communication Date field is now available in Analytics and the Individuals and Organizations list, improving planning and tracking efforts.

Social Investment

• You can now link multiple Strategic Community Investments to tasks for improved project management.
• It is now possible to create email notifications that are triggered when a new request is received through the OCR interface.

US Database of Government Officials

• Some categories have been renamed for greater clarity.

Local Employment Engagement Plans

• You can now randomly select candidates that meet specific criteria, improving fairness and randomization.

API

• Agreements now include a new column exposing the geometry of the agreement in read-only mode.

Mobile

• Several new fields are now available in the mobile app, both in online and offline modes, expanding its functionality.

Outlook Add-in

• It is now possible to use the AI tools to generate a summary of the email directly in the add-in.