Platformed introduces enhanced filtering for more powerful and intuitive workflows

Managing due diligence and third-party risk assessments requires navigating vast amounts of data efficiently. To streamline this process, Platformed has introduced a major upgrade to its filtering system, making it more powerful, intuitive, and simple to use across the platform.

This enhanced filtering is part of a broader set of workflow improvements designed to help teams find the exact information they need, faster and with greater precision.

A smarter way to refine your views

Filters are essential when working with large datasets. For example, when reviewing responses in a questionnaire, with the new filtering system, you can:

• Easily add filters by clicking the new “Filter” button in the updated filter bar
• Refine filters using various criteria. For questionnaires, this might be question and response text, owner, and status. Criteria depend on the exact view you’re filtering, with more options becoming available in the future
• Modify filter conditions dynamically and chain multiple filters together to create specific views tailored to your workflow needs

With this improvement, users will even spend less time searching and more time making informed decisions. Stay tuned for more workflow enhancements as we continue to refine Platformed to meet the evolving needs of risk and compliance teams.

Platformed’s AI-powered, self-maintaining knowledge base never goes out of date

Platformed Respond automates RFPs, RFIs, DDQs and SAQs - in whatever format they come. Get onboarded in less than a day.

Use Platformed’s RFP software to win more deals

Import and export data and questionnaires in any format. Spreadsheets (e.g. Excel and CSV), documents (e.g. Word and PDF), online portals (e.g. OneTrust). If you find something Platformed can’t automate, our support team will handle it for you.

Automated RFP responses that are consistent and high-quality

Fully automate your questionnaire responses while retaining control over word count, tone, and format. Save core responses for information that is unlikely to change (e.g. key business information and specific signed-off wording). Assign, notify, collaborate, and report with multiple teams within the platform.

Self-maintained and searchable knowledge base

Search and respond to full questionnaires or one-off questions with information that never goes out of date. Platformed plugs into multiple sources of truth and continuously learns while providing a comprehensive evidence trail.

Trusted by innovative brands globally, Platformed uses AI to help companies in regulated industries with risk assessment, and RFP/DDQ response automation.

Platformed automatically builds and maintains a knowledge base of product and compliance information about your organization, allowing your teams to automate RFP or DDQ responses, and get bespoke risk assessments in minutes.

Get in touch with our team for a short demo to see how Platformed can help you respond to RFPs and DDQs 5x faster.