Program Administration
Your team stays in control of delivery. The platform handles participant management, invitations, reminders, approvals, and completion tracking, so you can run programs at scale without chasing spreadsheets.
Participant & Rater Management
Add participants individually or import in bulk. Manage rater nominations, set deadlines, and track who's been invited, who's responded, and who needs a nudge.
- Bulk participant import via Excel with validation
- Rater nomination with configurable minimum and maximum raters per type
- Manager approval workflows for nominated raters
- Individual and campaign-level deadline management
Automated Invitations & Reminders
Set up email sequences that send themselves: invitations when raters are added, reminders before deadlines, and follow-ups for anyone who hasn't responded.
- Event-triggered emails (on creation, before deadline, after deadline)
- Custom email templates with personalisation variables
- Completion-aware reminders that stop once a rater finishes
- Admin-triggered bulk reminders when you need to nudge everyone
Real-Time Completion Tracking
See where every assessment stands: who's done, who's in progress, and where response rates need a push.
- Campaign completion dashboards with percentage tracking
- Individual rater status (invited, started, completed)
- Nomination and approval status at a glance
- Bounced email detection and correction tools
See how it works for your firm
Book a personalized demo and we'll show you how all these features work together to power your 360 programs.
