Regulate 365 Logo

CERTIFY | License | Accredit | Inspect

Building Automated, Intelligent Solutions for Regulatory & compliance, using trusted microsoft Technology

Cloud

Bundled in the Cloud

Built using Dynamics 365 & Dynamics Portal

Fast

Effective

Automated business processes, initiated from anywhere

Easy

Analytics

Your data in real-time, easily accessed & beautifully designed

Integrated

Connected

Intuitive solutions for your front, middle & back office

Take a Test Drive on Microsoft Appsource.

Regulate 365 Test Drive

More than CRM  

Application Management
  • Manage complex sophisticated application processes with multiple steps
  • Supports eligibility questionnaires
  • Reusable steps across multiple applications
  • Configurable pre-application eligibility questionnaires
  • Allow online applications
  • Save & return to complete
  • Ability to request additional information from applicants
  • Configurable application review & approval processes
Finance, Fees & Payments
  • Multiple payment options (online, cheque, interac)
  • Process secure online payments
  • Auto generate invoices, payment receipts & email reminders
  • Configurable fee calculations, renewal cycles & rate structures
  • Prorated fees
  • Tax rates
  • Support for fee credits
  • Supports accounting and ERP software integration
  • Multiple pre-existing payment provider integrations (PayPal, Authorize.Net, Moneris, Chase)
  • Support for custom payment provider integration
Self-Service 24hr Portal
  • Login & register
  • Check registration eligibility
  • Apply online - Compile, save & submit applications & supporting documentation
  • Renew registrations
  • Update & maintain profile, experience, communication preferences
  • Access & download certificate(s) or licenses
  • View account history, invoices and receipts
  • Submit case & complaint details
  • Access committees & groups
  • Browse public directory
  • Action profile alerts
Reporting
  • Powerful native Dynamics reporting tools
  • User created reporting
  • Geographic based reporting to identify trends
  • Personalized & role-based dashboard configuration
  • Dashboards, charts, graphs
  • Real-time drill down capability
  • Full integration capabilities with Microsoft power BI*

        *Additional license requirements apply for Power BI*

Licenses, Permits, Certificates, & Accreditation
  • Manage multiple certification types, specializations & designations simultaneously
  • Custom process configuration
  • Online registration & renewal
  • Generate custom & printable certificates and cards
  • Automate expiry
Renewals
  • Online, self-service renewal
  • Supports custom review / approval automation
  • Configurable & flexible renewal intervals, terms & pre-requisites
  • Automate renewal reminders and notices
  • Configurable renewal grace periods
  • Supports validation of previously captured information (reduce data re-entry)
Continuing Education & Professional Development
  • Configurable CE (Continuing Education) or PD (Professional Development) database
  • Track institutions, programs & courses
  • Track examination results
  • CPU & PDU requirement configuration, tracking and monitoring
  • Update & track completed CEU/PDUs (continuing education unit / professional development unit)
  • Notify licensees about required or outstanding CPU/ CDU credits
Document Management
  • SharePoint integration
  • Self-service document upload
  • Manage electronic documents regarding applications, complaints, member's profile & case management
Available Integrations
  • Azure B2C (2 factor authentication by Microsoft)
  • Social Channels for authentication (Facebook,Google, etc..)
  • ESRI
  • SharePoint for Document Management
  • Click Dimensions
  • Power BI
  • Chase
  • Moneris
  • Paypal
  • Interac
  • Authorize.Net
  • Flow to support rapid custom integrations
Public Directory / Registry
  • One or multiple online registrant roster & directory of businesses, organizations, practitioners or individuals
  • flexible display, filter & search criteria, including custom fields
  • Real-time updates & information regarding registrant status
  • Search individuals, organizations, credentials
  • View registration history
  • Supports multiple registries
Inquiries, Complaints & Discipline
  • Confidential complaint submission
  • Investigation process automation
  • Full case management capabilities
  • Public / private decision & investigation updates
  • Revoke / suspend memberships
  • Issue conditions for practice
  • Issue fines
Quality Assurance
  • Quality assurance programs
  • Manage random QA selections
  • Setup evaluation forms
  • Audit responses
  • Submit review findings &results
Governance, Board, Chapter & Committee Management
  • Configurable sharing groups (ie. boards, sub-committees, etc.)
  • Manage multiple committee / group types (ie: statutory, standing, ad-hoc)
  • Secured access to committee info / docs
  • Publish new minutes, agendas, documents
Security & Settings
  • Complete control of data visit
  • Configurable audit trail capabilities
Communication & Marketing
  • Leverages Dynamics Marketing
  • Automated & targeted email marketing campaigns
  • Drag & drop WYSIWYG designer for email marketing
  • Interaction & engagement based metrics
  • Social media integration & social listening
  • Full integration capabilities with ClickDimensions
 

#Regulate365

AUTOMATED Workflows

BUilding Connections

 Engage with your community, automate processes and administer licenses, renewals, complaints to enforce regulatory compliance using one system. Efficiently process requests and complaints to ensure public safety. Regulate 365 is built on the future proof Microsoft Platform utilizing the comprehensive capabilities of Microsoft Dynamics 365 and the trusted Azure cloud. 

 

Regulate 365 features include:

Through the portal, the general public can:
  • Complete an online pre-assessment checklist
  • Submit an application
  • Submit a complaint
  • Search the public register
  • Read the latest blogs & news
Additionally, members can:
  • Renew memberships
  • Make changes to their profile
  • Make payments
  • Participate in online discussion forums & committees
Regulatory agency administrators can:
  • Mange memberships, including suspending, revoking, & reinstating
  • Send automated notifications to members
  • Manage complaints
  • Make changes to the Public Register
  • Publish blog & news articles
  • Process Fees
  • View Power BI dashboards & reports
  • Manage committees
  • Manage professional conduct
  • Manage quality assurance
  • Manage documents via SharePoint