Features

for more proactive and successful
stakeholder engagement

Borealis software is full of features that support the proven PLAN-ENGAGE-MEASURE methodology advocated by stakeholder engagement best practices.

Get off to a quick start

No need to create your stakeholder database from scratch. These tools let you pick up exactly where you are and drive your stakeholder engagement to the next level.

No need to create your stakeholder database from
scratch. These tools let you pick up exactly where you are
and drive your stakeholder engagement to the next level.

Excel imports

Import your existing stakeholder data into Borealis using our Excel templates. Say so long to multiple spreadsheets being passed around. Instead, you’ll always be working with a single source of data that will continuously grow over time.

Creating stakeholders from your email contacts

Easily upload your email contacts to Borealis. It will automatically create a record for each individual and prepopulate the contact information in the relevant fields.

Borealis API

Connect your various business applications to Borealis to work more productively and support your existing work processes. Easily connect apps to push data to corporate reporting tools like Power Bi, or to import social monitoring data into Borealis.

Plan

Our planning features make it easy to take a more informed and proactive approach to managing stakeholder relationships. Map, analyze and prioritize stakeholders, build solid engagement plans based on this insightful information, and adjust course as needed to keep social acceptance on track.

Engagement plan

A project management tool specifically designed for stakeholder engagement teams. Determine your project assets and objectives. Delegate team members to manage stakeholders, engagement activities and follow-ups. Monitor trends in real time to keep your progress on track.

Corporate view

Standardize data management across locations to simplify reporting, while allowing each site to configure the system independently for their own needs. Personal stakeholder data can be masked in reports that will be viewed offsite, to keep sensitive information confidential without compromising corporate reporting. (Add-on feature)

Stakeholder mapping

Analyze and prioritize stakeholders according to influence, interest and other insightful criteria to allocate resources where needed. Use the maps to view at a glance each stakeholder’s weight on your project’s outcome based on their current opinion and other meaningful criteria.

Integrated GIS & mapping

Import your project infrastructure to easily analyze stakeholder engagement activities related to your assets. Cross-reference stakeholders and assets. Geo-reference all data to view it both on a map and in a form from anywhere in Borealis. Integrate Borealis with other corporate GIS web services to overlay social and environmental data.

Task management

Synchronize your team’s work and avoid doubling efforts by assigning tasks to colleagues with target dates. Have them receive reminders and updates by email to avoid oversights. Link tasks to specific activities, like communications.

Built-in / customizable dashboards

Create your own monitoring dashboards using the built-in templates or make your own from scratch. Insert KPIs, maps, tasks, lists, and graphs for a clear view of data you need to keep your eye on. Easily add or modify dashboards over time as your project evolves.

Customizable calendars

Adjust your calendar’s display settings as needed. The calendar widget lets you toggle different types of events on and off to see a global view of what’s happening, focus on specific projects or activities, and plan more effectively. View events for the week in a convenient list format, and create new records directly from the calendar.

Distribution lists

Create and manage predefined lists of stakeholders to communicate more efficiently. Distribution lists help ensure that no one is accidentally overlooked, so you can be sure that all the right people receive the necessary information.

Assign delegates

Add temporary or permanent delegates to make sure nothing slips through the cracks when someone is out of the office. This ensures that both people have access to the information they need to pick up where their colleague left off. Users who work back-to-back can be linked in the system, so they see the same notifications, assignments, and tasks.

Custom user profiles

Define a set of permissions once and then assign them to users in one step. This helps ensure that access rights are assigned consistently when creating new users or updating permissions when someone changes roles. Custom user profiles give you better control over your data, and consequently, the security of your platform.

Restrict access to sensitive data

Define which information users can see based on their role, project, team, or site with the Team Data Segregation feature. Set up a hierarchy and limit access to certain fields (like stakeholder contact information) on a ‘need-to-know’ basis to prevent unnecessary access to sensitive data. (Add-on feature)

US Elected Officials Database

Always know which local, state, and federal officials you need to engage with – and how to contact them. The US Elected Officials Database provides up-to-date information about government stakeholders, so there’s no need to manually update your records after every election. The database integrates seamlessly with Borealis, allowing users to easily add elected officials to distribution lists, smart communications, engagement plans, and more.

Engage

The time-saving data management features in Borealis make it easy to enter, access, modify and share stakeholder records and engagement data. Now you can work more productively with data that’s complete, up to date and always just a click away.

Mobile app

Take your stakeholder data with you wherever you go. Access, create, and modify records on the spot to quickly answer questions, enter communications or grievances, and more. You can even include geolocation data to show where those interactions took place. Offline mode lets you create communications in the system when you don’t have access to a reliable internet connection. They will automatically be synced to Borealis when you connect to a network.

Business card scan

Create a new stakeholder record by simply taking a photo of a person’s business card with the Borealis mobile app. All contact information will be automatically entered in the relevant contact fields.

Email integration

Securely record and classify emails and calendar items in Borealis with just a few clicks, directly from Outlook or Gmail. Include recordings of meetings, documents, comments, notes, general atmosphere, and more.

Grievance and Feedback portal

Give stakeholders an easy-to-use self-serve online platform for filing grievances, issues or any kind of feedbacks that are useful for your organization (even anonymously). The portal automatically records these different types of comments in Borealis for timely follow-up and resolution – keeping your stakeholder records complete and your processes standardized.

SMS

Communicate with stakeholders how they prefer. The SMS feature automatically records these text messages in Borealis for timely follow-up and resolution – keeping your stakeholder records complete and your processes standardized. (Add-on feature)

Shared address book

Borealis creates a central repository of all contact information for stakeholders. Now all team members will be helping to build — and benefit from — a single, up-to-date directory. You can even add multiple addresses per individual or organization.

History of all communications

Access the communications history with any stakeholder in just a few clicks. This feature is especially useful when multiple teams must engage with stakeholders over various project phases, when a replacement team member must step in or when a new stakeholder management team comes on board.

Smart Communications

Reach out to numerous stakeholders simultaneously with minimal effort or errors. Send emails to dynamic lists using predefined criteria of your choice. Ensure message uniformity with warning and error notifications, and track opens to see who opened your email. (Add-on feature)

Google Maps API integration

View the geographic location of stakeholders on a map based on their address. Both regular maps and earth views are available. The API integration also allows the same form auto complete you find in Google Maps.

Drill-down graphs, maps & lists

Access detailed information directly from your graphs and maps. For example, click on a graph of grievances to see details of each complaint or to view its geographical location on a map.

Attach evidence to records

Add documents to any stakeholder record, such as photos associated with a complaint or a headshot to identify individuals more easily (handy during community consultations). You can also add comments to provide an extra level of clarity for other team members.

PDF version of records

Want to share or print a record? It’s easy. All forms, reports and dashboards in Borealis can be saved to PDF format in just a click.

Duplicate entry management

No need to worry about double entries for individuals or organizations ever again. Borealis will identify and flag potential duplicates. You decide whether to merge the records or keep them separate.

Batch actions

Need to do the same action for a number of records – like linking a list of stakeholders to an engagement plan? Simply select the stakeholders you need to link and perform the action by batch with a single click.

Intelligent form auto-fill

Let Borealis do some of the work for you. It remembers your last entries to facilitate data entry, such as automatically completing sections with lists.

AI

Keep data records clean and up to date with minimal effort. Borealis’ machine-learning capabilities can automatically detect the names of organizations and individuals in an email and will ask you if you want to create a new stakeholder record.

Multi-language interface

Users can work in Borealis in their choice of 5 languages: English, Spanish, French, Portuguese, or Arabic. Key parts of the software can be translated into other languages (including those with non-Latin alphabets) upon request, to ensure that users can work comfortably in the system.

Accessibility (WCAG standard, AA)

eline, including: keyboard shortcuts, a high contrast theme, dark mode, and compatibility with screen readers. Emphasize inclusion and diversity by choosing an accessible platform. Borealis has implemented features to comply with Web Content Accessibility Guidelines (WCAG), Level AA including: keyboard shortcuts, a high contrast theme, dark mode, and compatibility with screen readers.

Microsoft Intune and MSAL

Prevent unsecured mobile devices from accessing sensitive data and authenticate user logins to protect confidential information and add an extra layer of data security.

Measure

The analytics and reporting features in Borealis make it easy to monitor, measure, and understand the outcomes of your engagement activities so that you always know if your social acceptance is on track.

Audit & activity trail

Every action users make in Borealis is traceable; you can even see which team member last edited a record. This trail ensures accountability and transparency during internal or external audits.

Analytics

Analyze data and track KPIs so you always know exactly where your relationships stand. Drill down into your data with just a click to extract meaningful insights and adjust your strategies as needed. Demonstrate compliance to external stakeholders and prove the value of your efforts to the head office. Create customized, professional reports that include indicators, maps, graphs, calendars, tables, and detailed text summaries on demand.

Multiple graph types

Analyze data however you like. The analytics tool offers 10 different graphs: column stacked bar, stacked bar, line spline, area, area spline, area stacked, pie, half donut, pyramid, scatter plot, etc.

Scheduled reports

Configure Borealis to send regular reports on social performance and other important KPIs directly to your inbox. You can also send custom reports automatically to other members of your team, or to management.

Easily share records & reports

Easily share records and reports directly from Borealis. You can even flag salient points and add notes to offer additional context. If you want to share records or reports with people who don’t use Borealis (such as external stakeholders), you can easily extract them as Excel or PDF files.

Summarize key information

Quickly highlight important information that has been entered in the system, like meaningful communications with your stakeholders, or an assessment of current issues. Extract detailed summaries to inform decisions, report to management, and otherwise demonstrate the value of your work to people outside your immediate team. Create professional, visually compelling reports that can be saved in PDF format or included in your scheduled emails.

Customer Success

By your side for your long-term success

Want to improve your stakeholder engagement processes, but worried about managing change? Borealis software is supported by experts in stakeholder engagement with 15 years of experience in onboarding teams globally. We know how to make the transition smooth and enjoyable for your team.

Stakeholder Data Integrity, Security & Confidentiality

We know that some of the data you handle is sensitive. Borealis can help you comply with GDRP and other data security regulations to keep your stakeholder data secure and confidential.

Role-based access

Borealis users can be assigned different roles such as admin, read-write, read-only, etc. to keep information accessible on a need-to-know basis.

Data segregation

Only users with the correct authorization can access sensitive data.

Multiple authentication sources

Borealis supports several authentication protocols, including SAML and LDAP. Additional protocols are available upon request.

Data validation

No more garbage-in/garbage out. Borealis uses several parameters to ensure data consistency and quality. For example when you enter an email contact in a form, the system will require @ and an extension (like .com) in order to accept it as valid data.

Configuration

Configurable menus / custom fields

Every organization has its own preferred lingo. The configurable menus and custom fields in Borealis let you choose your own terminology – such as company instead of organization.

You can configure the following items in Borealis software, including adding another language:

Menus (drop down)
Fields / Labels
Reports
Dashboards (Analytics)

Branding
Surveys
Workflows
Maps

Role access – define which users have which rights
Data segregation – define who can see / modify what
Compensation rules (entitlement matrix)

Software Updates

Stay Up to Date with the Latest Technologies

Borealis is regularly updated based on feedback from global users and innovations from our in-house development team.

In other words, you’re always working with software at the forefront of best practices in stakeholder engagement – without having to worry about obsolete technology or security breaches due to unsupported software. Our regular software updates never impact your access to Borealis or to your stakeholder data.

Download the Borealis Features PDF