Welcome to our latest Borealis release! This update brings a set of exciting enhancements designed to make Borealis more powerful, intuitive, and collaborative. From improved analytics organization and secure report sharing to a new governance framework for community contributions and smarter stakeholder position management, these updates help teams work with greater clarity and confidence.

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Analytics – Description and Tags

Analytics is most powerful when insights are easy to understand, locate, and reuse. With the new Description and Tags capability, Borealis makes it easier for teams to organize their analytics content and quickly identify the reports and widgets that matter most.

Users can now add descriptions to analytics reports and widgets, providing clear context about their purpose, the data they contain, and how they should be used. This helps teams avoid confusion, improves knowledge sharing, and ensures that analytics assets remain meaningful over time—even as new users join or dashboards evolve.

In addition, reports and widgets can now be categorized using tags, making it significantly easier to locate relevant analytics content. Multiple tags can be applied to a single report or widget, allowing teams to organize analytics assets by themes such as performance, management, data quality, or operational areas. Tags are also visible when selecting related reports, helping users quickly identify the most relevant analytics resources.

Superusers can centrally manage the tag list, including configuring tag colors, order, and values. This ensures that analytics classification remains consistent across the organization while giving teams the flexibility to evolve their analytics structure over time.

Together, descriptions and tags bring greater clarity and structure to the analytics environment—helping users find the right insights faster, better understand existing reports, and maximize the reuse of analytics content across the organization.

Key benefits:

• Provide clear context for reports and widgets through multilingual descriptions
• Quickly find relevant analytics content using tags
• Organize reports and widgets into meaningful categories
• Improve collaboration and knowledge sharing across analytics users
• Increase efficiency by reducing time spent searching for or interpreting reports

Analytics - Shared Reports with Restricted Access

Organizations often need to share insights from Borealis analytics with colleagues, executives, auditors, or partners who require visibility into key metrics—but without granting full access to the system or underlying data. The new Shared Reports with Restricted Access feature provides a secure and flexible way to distribute reports while maintaining strict data governance.

With this enhancement, Superusers can now share specific analytics reports with selected users or groups, giving them access to a real-time view of the report exactly as the creator sees it. This makes it easier to collaborate across departments, support executive decision-making, and provide stakeholders with timely insights—without the need to adjust permissions or grant broader system access.

Recipients can interact with the report at a high level—such as sorting tables or zooming on maps—but drill-down access to underlying data is intentionally restricted. This ensures that sensitive information remains protected while still allowing viewers to explore the report’s key insights during meetings, audits, or performance reviews.

Shared reports are organized through dedicated Analytics tabs, where users can quickly find reports that have been shared with them. Superusers also have access to a central management view that allows them to monitor and manage all active report shares, ensuring transparency and control over who can access each report.

When a report is shared, recipients receive an email notification with a direct link, allowing them to access the report instantly through their Borealis account. Because the report reflects the permissions of the sharer, organizations can confidently distribute insights without modifying role-based access controls.

Together, these capabilities make it easier to share meaningful insights across the organization—while maintaining the security and governance standards required for sensitive data.

Key benefits:

• Share analytics reports securely with specific users or groups
• Provide real-time visibility of report insights without granting full system access
• Maintain strict data governance by disabling drill-down to underlying data
• Improve collaboration with executives, auditors, and cross-functional teams
• Save time by sharing reports without modifying complex permission structures
• Manage all active report shares through a centralized Superuser control panel

Community Contributions - New Screening Process

Managing community contributions often requires careful evaluation, transparency, and collaboration among multiple decision-makers. With the new Community Contributions – Screening Process, Borealis introduces a more structured, configurable, and auditable framework for evaluating contribution requests—helping organizations ensure that social investments are reviewed fairly, consistently, and in alignment with their policies.

This enhancement replaces the legacy screening step with a modern, potentially multi-reviewer evaluation workflow designed to support complex decision-making processes. Organizations can now configure custom evaluation grids with tailored criteria, weighted scoring, and automated formulas that generate clear recommendations. This allows teams to standardize how requests are assessed while adapting the process to different funding thresholds, strategic priorities, or governance requirements.

Also, review committee members can now perform independent screenings directly from the contribution record, ensuring that each reviewer provides an unbiased evaluation without visibility into other reviewers’ scores. This approach promotes fairness while strengthening accountability and traceability across the entire screening process.

To support stronger governance and oversight, the system records who performed each screening and how the recommendation was calculated, enabling organizations to maintain a full audit trail of decisions. Scores, formulas, and recommendations can also be integrated into analytics dashboards, providing leadership with clear insights into how community investments are being evaluated and allocated.

Together, these improvements transform the screening process into a transparent and scalable evaluation framework that supports better collaboration, stronger compliance, and more strategic decision-making.

Key benefits:

• Ensure fair and consistent evaluation of community contribution requests
• Enable multi-reviewer screening with independent assessments
• Configure custom evaluation grids, criteria, and weighted scoring rules
• Automatically generate clear recommendations based on scoring formulas
• Improve governance with complete traceability and audit-ready records
• Support executive oversight through analytics and reporting on screening outcomes
• Scale evaluation processes across different funding levels, programs, or regions

Position Management Improvements

Keeping stakeholder information accurate is essential for effective engagement. The new Position Management Improvements introduce a smarter and more intuitive way to manage stakeholder roles and contact information—helping teams ensure they always communicate with the right person, in the right role, using the right contact details.

Stakeholders change positions, move between organizations, or take on new responsibilities. Previously, managing these transitions could lead to duplicate positions, outdated contact information, or incomplete updates. With this enhancement, Borealis introduces a guided workflow that manages position changes and contact information together, ensuring data remains clean, accurate, and easy to maintain over time.

When creating a new position, users are now guided through a simple step-by-step process that helps them deactivate outdated roles, review existing contact information, and add new details linked to the new position. This ensures obsolete information is archived appropriately while keeping the stakeholder’s history intact. The result is a clearer and more reliable stakeholder profile that reflects current relationships and communication channels.

The update also introduces a dedicated Position section when creating or managing stakeholders, supporting multiple positions while making it easier to review, update, or deactivate them. Contact information such as email addresses and phone numbers can now be created directly within the position workflow, ensuring they are always correctly associated with the relevant role.

Key benefits:

• Manage stakeholder roles more easily with a guided position management workflow
• Maintain accurate contact information linked to the correct position
• Prevent duplicate or outdated positions through structured review and deactivation steps
• Create and manage contact details directly within the position workflow
• Improve data quality while preserving historical stakeholder information
• Benefit from a clearer and more intuitive user experience with contextual prompts and calls to action

Additional Improvements

Alongside the major new features in this release, several additional enhancements have been introduced across Borealis to improve usability, data quality, analytics capabilities, and operational workflows. These updates further strengthen the platform’s ability to manage stakeholder engagement, land data, social investment, and governance processes efficiently.

Infinite Scrolling

Starting in June, lists and tables will support Infinite Scroll, enabling continuous data loading for smoother navigation of large datasets. Users will also be able to perform bulk actions across many records more efficiently and choose between infinite scroll or pagination in their profile settings. 

The new feature is now active for all superusers so that you get a chance to review your internal documentation before it is rolled out to everyone. 

Stakeholder Engagement

Issues - Geometry Calculated from Parcels: Issues now include a new geometry option called “Calculated from Parcels.” When seleected, the system automatically generates the spatial geometry from the combined geometry of all linked parcels. 

US Database of Government Officials – Location Fallback: To ensure complete geographic coverage, the system now automatically falls back to the State level when Municipal or County locations are unavailable for U.S. elected officials.

Task Management

Task Chains – Checklist Integration: When configuring tasks within a Task Chain, users can now select a checklist directly in the task configuration. The selected checklist is automatically applied to the selected tasks when the task chain is activated, ensuring consistency across repeated workflows. 

Tasks – Batch Update Improvements: Batch updates when completing multiple tasks have been improved for better control of recurring tasks. A pre-selected “Create next tasks” option now appears with a message indicating how many recurring tasks are affected. Users can easily uncheck the option to prevent the creation of new task occurrences when marking tasks as completed.

Tasks – Analytics Enhancement: A new analytics column has been introduced to calculate the number of days between a task’s due date and completion date. 

Social Investment

Community Contributions - Company Asset Overlap Detection: Community Contributions can now automatically detect overlaps with Company Assets based on address or location. Links are identified as either Manual or Overlap, helping teams better understand operational boundaries, improve reporting, and receive clearer notifications when contributions occur near operational assets.

Community Contributions - Improved Location Determination: The geographic location of a Community Contribution is now determined using the contribution’s own address rather than the organization’s address. 

Community Contributions – Link with Company Assets : The Compant assets field is now available in the list view and in the Excel import template.

Grievance Management

Search by Property: The Parcel field in grievances has been enhanced to support both Parcels and Properties during record creation. Users can now search and link grievances by property.

Acknowledgment Fields in Assessment: New optional fields can be enabled to capture “Acknowledged by” and “Acknowledgment date/time” during grievance assessment. When activated in the form, these fields can be configured as mandatory.

Online Grievance Portal - New Language Support: The Online Grievance Portal now supports Polish, allowing organizations to publish grievance intake portals in an additional language and improve accessibility for local communities.

Land Management

Conditions - Geometry Calculated from Parcels: Conditions now include a new geometry option called “Calculated from Parcels.” When selected, the system automatically generates the spatial geometry from the combined geometry of all linked parcels. 

Company Assets - Multi-Select Locations: The Location field for Company Assets now supports multiple municipalities, allowing assets to be linked to more than one administrative area. This enables more accurate geographic representation and reporting for assets spanning multiple jurisdictions.

Land Units – Expanded Overlap Detection: Land Units now support overlap detection with Agreements, Issues, Engagement Plans, and Stakeholders. These overlaps are available across relevant registers and enable more advanced regional analysis and reporting.

Agreements - Expanded Related Agreements Information: The Related Agreements section now supports additional columns to improve visibility and comparison.

System Configuration

Custom Profiles – Read-Only Option: Custom profiles can now be configured as read-only. Read-only profiles can only inherit from other read-only sub-profiles and are available for read-only users. 

Advisory Notice – Configurable Display Frequency: Advisory notices can now be configured to reappear after a defined number of days. By default, notices continue to appear every 24 hours, but superusers can now adjust this interval using the field “Number of days before the banner reappears after acceptance.”