• borealis-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.


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.


Multi-site / multi-project management

Easily manage activities for multiple projects and sites simultaneously. You can even configure Borealis so that management can access information on all projects, while regional staff can only access data for their project. (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.


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 all your stakeholder data into the field. Access, enter or modify records on the spot to quickly address questions, enter grievances, make compensation payments and more. Now you can do all this right in front of stakeholders to demonstrate transparency, show that you’re taking their concerns seriously, and gain trust.


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.


Outlook add-in

Record emails with stakeholders in Borealis straight from Outlook with just a click. Easily view and add recordings of meetings, documents, comments, general atmosphere, and more directly to Borealis.


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.(Add-on feature) 



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

Easily send personalized letters or emails to multiple stakeholders at once. Eliminate manual work, avoid messaging mistakes, and track email opens. Respect anti-spam regulations by providing users with a simple opt-out process to manage their email subscriptions. (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.



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

Work in Borealis in English, French or Spanish. This is not auto-translate; language is localized to project and location. Want to work in another language? Key parts of Borealis can also be translated into your chosen language upon request.


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 (and activity) trail

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



Better understand changes in your stakeholder relationships and social acceptance. From at-a-glance graphs to highly customized and detailed reports, Borealis makes it easy to drill deeper into your data to see things like: outstanding issues and grievances for a given geographical area, changes in opinions among key stakeholders for a given period of time, impacts of social investment initiatives on a specific stakeholder group, and so much more.


Multiple graphs

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 receive monthly social performance and other reports right in your inbox. You can also have custom reports automatically sent to other team members or to upper management.


Easily share records & reports

Easily share records and reports with colleagues directly from Borealis. You can also flag salient points and add notes to offer more context. If you want to share records or reports with non-Borealis users, such as external stakeholders, you can easily extract them to Excel or PDF files.

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.

  • Team Borealis Mosaic

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.


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

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.