What case management and COI platforms are you using?

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Sr. Director, Process Improvement in Services (non-Government)2 months ago

NAVEX for both. A very professional implementation specialist was assigned for each. Decent support after the fact. Our stakeholders have readily embraced the automation.

Vice President, Procurement in Real Estate4 months ago

Historically, we have used DocuTrax for COI management, but are transitioning to Certificial because of its real time validations. 

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Lack of Flexibility14%

Vendor lock-in32%

Lack of knowledge19%

Can't integrate with current infrastructure (another data silo)9%

Not in the budget12%

Not Applicable7%

Other (please specify)3%

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Lack of mature vendor solutions52%

Trust in AI accuracy65%

Budget constraints22%

Skills to operate the tools35%

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