Welcome to the September 2025 Product Release! We’re excited to share this Borealis release, packed with powerful new features and enhancements designed to make your work smarter, faster, and more connected. From Ask Borealis AI, which brings natural language search and instant insights to your fingertips, to our new Mailchimp Integration for seamless digital outreach, this release puts actionable information where you need it most. We’ve also introduced improvements to Land Management, making agreement creation, parcel selection, and condition tracking more efficient than ever. Alongside these highlights, you’ll find a host of refinements across stakeholder engagement, analytics, mobile app, and system configuration—all aimed at helping you save time, boost accuracy, and strengthen collaboration.

Featured

Ask Borealis AI: A Smarter Way to Unlock Insights

Say hello to a powerful new way of interacting with your data in Borealis!

With Ask Borealis AI, you can skip complex filters and dashboards and simply ask questions in plain language. Whether you’re preparing for a stakeholder meeting, analyzing sentiment trends, or tracking emerging issues, the answers you need are now just one question away.

What’s New

Natural Language Questions: Type your questions the way you would ask a colleague. From “What are the top concerns raised this quarter?” to “Show me the last 5 communications with [Stakeholder Name],” you’ll get clear, instant answers.

AI-Generated Answers with Sources: Every response comes with references—clickable links to the communications and stakeholders behind the answer—so you can validate the insights and dig deeper.

Suggested & Recent Questions: Not sure what to ask? Start with system suggestions or quickly re-run one of your recent queries.

Cross-Platform Access: Ask Borealis AI works on both web and mobile. (Note: hyperlinks are available on web only.)

Quick Feedback, Real Impact: Was the answer helpful? Share feedback right in the app with thumbs-up or down to help us make Borealis smarter.

Benefits

• Faster Insights: Spend less time searching and more time acting on what matters.
• Easy for Everyone: No technical skills required—just ask in everyday language.
• Trusted Responses: Answers are transparent, with sources you can validate.
• Boosted Productivity: Executives, managers, and analysts alike can get the information they need, when they need it.

Mailchimp Integration

Managing newsletters and mass communications just got easier.
The new Mailchimp Integration connects Borealis with your existing workflows, so you can seamlessly sync stakeholder lists, import campaigns, and keep your engagement history complete. No more manual exports, duplicate records, or scattered data—just one smooth flow between Borealis and Mailchimp.

What’s New

Two-Way Sync Between Borealis and Mailchimp

• Import Mailchimp campaigns into Borealis as communications, with recipients automatically linked to stakeholders where possible.
• Push Borealis stakeholder distribution lists straight into Mailchimp audiences, complete with automatic tagging to keep track of synced data.

Smarter Stakeholder Creation: When campaign recipients don’t match existing stakeholders, you can review them in Borealis and create new records—strengthening your data completeness without extra spreadsheets or tools.

Automatic Tagging and Sync History: Every time you send a list from Borealis to Mailchimp, the integration creates clear tags (“Borealis” + the distribution list reference) and records the sync history in Borealis for full traceability.

Centralized Engagement History: Digital outreach doesn’t stay siloed in Mailchimp anymore. Imported campaigns appear alongside meetings, calls, and other communications in Borealis—so you get the complete picture of stakeholder engagement in one place.

Benefits

• Save Time, Reduce Errors: No more manual imports, duplicate work, or custom integrations—just seamless syncing.
• Keep Borealis as Your Source of Truth: Borealis remains the central hub for stakeholder data, ensuring consistency across systems.
• Improve Data Completeness: Easily create new stakeholders from Mailchimp campaign recipients to fill in gaps.
• Enhance Visibility Across Teams: Community managers, analysts, and executives can now see both field and email-based outreach together, supporting smarter decisions and better reporting.

Land Management - Create agreements in batch

Managing agreements one by one can be time-consuming, especially for land access projects involving multiple parcels and stakeholders. This functionality allows users to generate multiple agreements at once, saving time and ensuring consistency across all agreements created.

What's New

A new action, “Create agreements in batch”, is now available in engagement plans of type land management. 

This feature allows users to generate multiple agreements at once, each with a unique identifier, while sharing the same agreement type and project access rights. The system also displays the number of agreements to be created before confirmation.

Users can group parcels by owner or ownership group to reduce duplication, while parcels without identified owners or those belonging to multiple owners remain in separate agreements. 

Agreements inherit parcel geometry by default and include required and optional fields such as agreement details, assignment, geometry definition, and additional information. 

This feature is complemented by analytics widgets that track batch-created agreements and highlight potential data issues.

Benefits

• Efficiency: Create multiple agreements in a single action rather than processing each individually.
• Consistency: Shared agreement type, project rights, and standardized fields reduce errors and improve data quality.
• Flexibility: Ability to group parcels by ownership provides cleaner agreement structures and reduces duplication.

• Visibility: Analytics widgets support better tracking and help spot potential data issues early.

   

Land Management - Select parcels directly from the map

Managing parcels in engagement plans can be time-consuming, especially for small and well-defined projects. This new feature makes the process faster and more intuitive by allowing users to select parcels directly from a map instead of manually searching.

What’s New

A new action, “Select on map”, is now available for engagement plans of type land management. This option can be accessed directly from the creation or edit form of an engagement plan, or through the side menu when adding parcels, making it simple to launch the selection process from different points in the workflow.

With this feature, users can work directly with the Borealis standard map to view all available layers and filter parcels by type, just as they would in the standard map view.  

Parcels that are already linked to the engagement plan are automatically excluded from the selection to prevent duplication. 

Once the user confirms the selection, the system brings them back to the engagement plan creation or edit form with the chosen parcels already linked, streamlining the process from start to finish.

Benefits

• Time savings: Quickly link parcels without manual searches.
• Ease of use: Intuitive map-based interface for selection.
• Accuracy: Prevents duplication by excluding already-linked parcels.

• Efficiency for small projects: Designed to streamline parcel management in simpler engagement plans.

   

Land Management - Agreements and Conditions - Geometry Improvements

We have enhanced the management of agreements and conditions in Borealis by introducing more flexible and accurate ways to represent their geometry. This improvement provides greater control and clarity over how agreements and conditions are visualized on the map.

What’s New

A new Geometry section is now available for both agreements and conditions. 

For Agreements, geometry can now be defined in three ways:

• Imported (via a new shapefile importer)
• Calculated automatically from related parcels
• Drawn manually on the map

For Conditions, geometry can also be defined with three options:

• Inherited from the related agreement
• Imported (via a new shapefile importer)
• Drawn manually on the map

Drawing on the map is now fully supported, allowing users to define specific points to create precise polygons.

Benefits

• Flexibility: More flexibility in how agreements and conditions are represented.
• Accuracy: Improved accuracy by supporting calculated, imported, or manually defined geometries.
• Clarity: Enhanced visualization on maps for better decision-making and tracking.
• Efficiency: Simplified workflows with the ability to inherit or customize geometry per condition.

Other Improvements

US Database of Government Officials

State level

• A hierarchical relationships between parent (State Senate/State House) and child (district) organizations, has been established, allowing all associated Officials to be visible at the parent level. allowing all associated Officials to be visible at the parent level.

Stakeholder Engagement - Commitments

• It is now possible to skip the assessment step it the commitments workflow, allowing users to create a commitment record with the appropriate status and bypass the assessment process.

Social Investment

Remove Task Chains form a Community Contribution

• It is now posible to delete a task chain from a record, automatically removing all related tasks. Available only to record administrators and superusers.

Assessment Programs

Calculated value results

• It is now possible to view the calculated result of calculated axes in assessment programs.
• It is now possible to mark axes as mandatory in settings, with visual indicators and validation to ensure values are selected before saving.

Axis order

• It is now possible to define a custom sorting for axes in the assessment programs configuration to ensure consistent and logical display order.

Engagement Plans

Link stakeholders to Smart Communications

• It is now possible to link stakeholders directly to Smart Communications, with the option to do so in batch. Improved filtering options in the stakeholder section by status and categorization, added quick filters for active/inactive stakeholders.

Mobile Application

Parcels

• New fields (Main address, Special conditions, Work stoppage risk) have been added  in the details view.
• The parcels slate now displays the titleholder and calculated area.

Tasks

Configuration

• The Task Priority (data dictionary) is now configurable by superusers.

Task Chains

• It is now possible to edit the description and lead time in the configuration of task chains.

Analytics

Stacked bars widget

• When enabling the "Show Data Labels" action in a stacked bar chart, the total value of the bar will now be displayed at the top, while the value of each stacked segment will be shown as usual.

Report Filters

• A new report filter option was added for analytics reports. It is now possible to filter a report based on a Strategic Community Investments in the Social Investment module.

General

Subject Categories

• A new description column and hover tooltips has been added to subject categories to display descriptions throughout the system.

Share Action Modal

• The comment fields in the Shareaction modal has been upgraded from a plain TextArea to a RichText editor. This enhancement enables better formatting options for users when writing comments, enhancing readability and user experience.

User Profiles

• A new user profile “SE - Engagement Plan Data Entry” has been added, allowing the creation and editing of engagement plans without the ability to close or delete them.
• A new user profile “SE - Stakeholders Data Entry” has been added,  allowing users to create and edit stakeholders while restricting access to existing communications.

System Language

• Bahasa (Indonesian) is now available as an Add-On Language in the system.

Search

• When searching for a communication using a stakeholder name, the name is now highlighted in the search results