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Assessment Automation

Streamline due diligence work and risk assessments and transform your practice to serve more clients with a best-in-class cloud platform. Identify, analyze, and mitigate risks with full transparency and control. Comprehensive out-of-the-box yet highly configurable workflows and controls framework provide flexibility while driving efficiencies.

Gain efficiency

Through the cloud platform, process & assessment automation

Improve quality

As the unified environment reduces human error, and increases visibility and oversight

Configurable to your needs

Including the ability to evolve the questionnaire, automated processes, and analytics overtime3

Automate End-to-End Assessment Process

  • Upload proprietary questionnaire or use standard templates from library and customize.
  • Schedule questionnaires and automatically publish to partners.
  • Automate grading with proprietary scale.
  • Full assignment workflows for evaluation.
  • Conduct clarifications in the application.
Automate End-to-End Assessment Process

Provide Third Parties with a Robust Application to Respond

  • Assess360 is a single application for all parties (responders use Assess360 at no cost) making the process more efficient for you and your third parties.
  • Third parties can assign different sections to different groups with complete approval workflows.
  • Third parties can collaborate internally and with you. They can easily attach documents and track their progress.
Provide Third Parties with a Robust Application to Respond

Automate Questionnaire Evaluation

  • Customize grading scale and framework.
  • Auto-grade incoming questionnaires.
  • Assign sections and questions internally to SMEs.
  • Auto-filter exceptions for quick evaluation.
  • Configure analytical dashboards as per your needs.
  • Review "what has changed" reports.
Automate Questionnaire Evaluation

Centralize, Collaborate and Control

  • Centralize all documents, questionnaires, issues in one place.
  • Get 360 view at partner level.
  • Internal and external collaboration at all levels.
  • Gain control through granular roles and permissions.
Centralize, Collaborate and Control

Manage Issues and Track Remediation

  • Identify, create and resolve issues at the question or section level.
  • Capture all important details about an issue, including issue severity, resolution recommendation, issue status, etc.
  • Collaborate with third parties and request updates on specific issues.
  • Track issue resolution progress.
  • Route updated issue progress to relevant internal users.
Manage Issues and Track Remediation

Generate Reports and Gain Insights from Analytics

  • Use flexible reporting tool for standard and proprietary reports.
  • See analytics at section, questionnaire and partner level.
  • Run cross-partner comparisons
  • Run time series analyses to see what has changed
  • Automate formal summary reports customized with your branding and format
Generate Reports and Gain Insights from Analytics

By using CENTRL’s Assess360, your organization can easily perform due diligence on new partners, third-parties, and new legislation. Contact us to discuss how CENTRL’s Assess360 can help your organization, or learn more about CENTRL’s due diligence solutions.

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Resources

Minimize the Pain of the Audit Process

Previous diligence auditing processes have been cumbersome and put undue attention on the process and less attention on the results. Today's audit processes avoid this pitfall.

Blog post

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NYCB Case Study

Read how NYCB has used CENTRL's Assess360 to significantly reduce due diligence costs by automating audit requests.

Case study

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Assess360 Product Demonstration

Learn about CENTRL's Assess360 software platform to improve efficiency and turnaround time while offering new insights into their diligence data.

Video

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More resources