Semantic Blueprints

Browse the catalog by domain. Each domain groups the modules you can adopt, customize, and build on.

ATS

Applicant Tracking and Recruiting

Track every candidate from first contact through hire. Manage job requisitions, posting distribution, application intake, interview scheduling, scorecard collection, and offer generation in one connected pipeline. When a candidate accepts an offer, the workflow hands off cleanly to onboarding so your new hire's first day doesn't start from a blank page. Built-in support for EEOC-compliant funnel analytics, requisition approval routing, and offer-letter version control.

Background Checks

Order screening packages, track each component to completion, and adjudicate results in one place. The full FCRA flow (disclosures, summary-of-rights acknowledgments, pre-adverse and adverse-action notices, and dispute handling) is modeled as part of the workflow. Screening is necessity-scoped, so deployments outside FCRA jurisdictions enable only what applies to them.

Candidate CRM

Capture every candidate, source, and recruiter touchpoint in one place. Run nurture campaigns, log interactions, and keep warm relationships ready so you can fill roles from people who already know you. Consent and data-subject requests are tracked alongside each profile, so candidate privacy is handled as part of the workflow rather than bolted on.

Candidate Interviews

Schedule interviews against panel availability, equip interviewers with kits and question banks, and gather scorecards and assessments in a single structured record. Consistent inputs make hiring decisions easier to defend and faster to reach.

Job Offers

Draft offers from templates, route them through approval chains, and track every version until acceptance. Generated offer letters stay linked to the offer record, so what was approved is exactly what was sent.

Pre-Employee Record

Once a candidate accepts, the pre-employee record carries their details through the gap before onboarding starts. It is the clean handoff point to onboarding and your HRIS, so a new hire's first day never starts from a blank page.

Recruitment Pipeline

Open and approve requisitions, distribute postings, collect applications, and advance candidates through configurable stages, with screening questions, stage transitions, and hiring-team assignments captured as you go. Applicant-flow and disposition records are built in, so equal-opportunity reporting is a by-product of normal work rather than a separate project.

Employee Referrals

Let employees submit referrals, track each one through the pipeline, and pay out rewards automatically when a hire sticks. Campaigns and reward tiers keep participation high without manual bookkeeping.

Candidate Talent Pools

Organize candidates into pools and segments, tag them by skill or stage, and save the searches you run most. When a requisition opens, your shortlist is already assembled instead of rebuilt from scratch.

Hiring Starter

A starter bundle covering the core hiring path (postings, candidates, applications, interviews, and offers) without the breadth of the full module set. Stand up hiring quickly, then grow into the full modules as your volume increases; your data moves with you when you do.

CLM

Contract Lifecycle Management

Manage the entire life of a contract without losing the thread. Author new agreements from a library of pre-approved clauses and templates, route them through legal and business review, and capture redlines as counterparties negotiate. When terms are settled, send for electronic signature and store the executed document in a searchable repository. After signing, the work continues: track the obligations each contract creates, get ahead of due dates and renewals, and know the moment a commitment is satisfied, breached, or waived. Every contract stays current, every deadline stays visible, and the organization always knows what it has agreed to.

Contract Authoring

Build new agreements from pre-approved language instead of starting from a blank page. Pull clauses and templates from a maintained library, assemble a draft, and route it through legal and business review with a clear approval trail. Versioning and approval states keep the clause and template library trustworthy, so every new contract starts from terms the organization has already agreed it can stand behind.

Negotiation and Redlining

Work through counterparty markups in a structured negotiation, comparing proposed language against approved positions and capturing each round of changes. Surface the terms that need legal attention and route them for sign-off. When both sides agree, the negotiated contract moves cleanly into approval and execution, with a record of how the final language was reached.

Obligation Management

Turn the promises buried in a signed contract into tracked obligations with owners, due dates, and status. Watch performance, payment, delivery, reporting, and compliance commitments move from open to satisfied, and catch the ones at risk of breach. Clear ownership and visible due dates mean obligations are met on time, and the moment one is breached or waived, the right people know.

Contract Renewal Management

Know which contracts are coming up for renewal well before they expire, and decide deliberately whether to renew, renegotiate, or let them end. Renewal countdowns and early warnings turn a reactive scramble into a planned workflow. Capture each renewal against the original agreement so the repository always reflects the live commitment, and value is never lost to a missed deadline.

Contract Repository

Keep every signed agreement in a single repository with the counterparty, contract type, key dates, value, and governing terms captured as structured data. Find any contract in seconds and see its full history, including amendments and renewals. The repository is the authoritative record of what the organization has signed, ready to answer questions for finance, legal, audit, and the teams that depend on each agreement.

HCM

Human Capital Management

Human Capital Management is the system of record for your people. Maintain every worker's core profile, employment contracts, and the org structure they sit in, then drive each change through a governed workflow: hiring, transfers, promotions, leaves of absence, and offboarding. Self-service lets employees and managers raise and track their own changes while HR retains approval control. Because the worker record is authoritative, the lifecycle events you record here ripple cleanly downstream: a new hire provisions access and payroll, a termination recalls assets and closes accounts, a promotion updates compensation. You define jobs and positions once, plan headcount against them, and keep compliance evidence in step with the regulations that apply to your workforce.

Core Worker Record

The core worker module is where every employee profile lives: identity, status, manager, position, org unit, and the employment contracts that bind them. Capture each worker from pre-hire through active employment to termination, with personal-content fields protected by the access controls a workforce of record requires. Keep contracts and core attributes current and let downstream systems read from a single trusted source. When a worker is hired, promoted, or leaves, this module is the event that triggers payroll, access provisioning, benefits, and asset recall, so the data here stays clean and the handoffs stay reliable.

Employee Lifecycle Workflows

The lifecycle workflows module orchestrates the transitions in an employee's journey. Reconcile new hires arriving from recruiting into active workers, route everyday change requests like transfers and leaves of absence, and coordinate a clean offboarding across IT, identity, and payroll. Employees and managers drive much of this themselves through self-service, while HR keeps oversight. Each step reads from and writes back to the authoritative worker record, so a completed onboarding, an approved leave, or a finished separation lands consistently everywhere it needs to without manual rekeying.

Organization and Position Management

The org and positions module is where you model the shape of the organization rather than the people in it. Author and publish job profiles, approve and open positions against budgeted headcount, and maintain the org-unit hierarchy through creation, reorganization, merges, and closures. This is the planning surface that recruiting, compensation, and workforce planning all consume. Publishing a job profile opens the door to a requisition; approving a position signals where to hire; reorganizing a unit cascades to access and reporting lines. Get the structure right here and every downstream people process inherits a clean foundation.

HRSD

HR Service Delivery

Run employee HR support as a single service experience. Employees raise questions and requests from a self-service portal, find answers in a curated knowledge base, and watch their case move from intake to resolution without chasing anyone. Behind the scenes, incoming cases are triaged and routed to the right HR specialist, escalated across payroll, benefits, access, and other teams when needed, and resolved against documented service levels. Approvals, assignments, and reopen handling are built into the workflow so nothing slips between stages. As cases resolve, the knowledge base grows from real questions, deflecting future requests and freeing HR teams to focus on the cases that genuinely need a human.

HR Case Management

Turn employee questions and requests into structured cases that move through a clear workflow: intake, triage, assignment, work, approval, and resolution. Each case lands with the right specialist, carries its full history, and closes against a service level everyone can see. Route sensitive cases to the right owner, escalate to payroll, benefits, or access teams when a request crosses into their scope, and reopen a closed case cleanly when something changes. Managers get a real-time view of workload, aging, and approvals so HR support stays predictable instead of reactive.

Employee Self-Service Portal

Give employees one place to start anything HR-related. They search for answers first, raise a case when they need a person, and check the status of everything they have open without sending a follow-up email. The portal connects to the same case workflow HR teams use, so a request submitted here arrives fully formed and ready to triage. Familiar self-service patterns reduce inbound volume and let employees resolve common needs on their own time.

HR Knowledge

Maintain a living library of HR answers, policies, and how-to guidance that employees can find from the portal and that agents can attach to a case in seconds. Articles are organized by the same categories that classify cases, so the right answer surfaces in the right context. Every resolved case is a candidate for new knowledge, so the library compounds over time, deflecting repeat questions and keeping guidance consistent across the whole employee population.

HVAC-SVC-MGMT

HVAC Service Management (small-org starter)

This starter packages the field-service essentials a heating and cooling service business needs on day one. It bundles the customer and contact record, the installed equipment at each site, work orders and field visits, service contracts, and the quote-to-invoice path so a small team can book a call, schedule a technician, complete the job, and bill it without stitching tools together. It is a fast on-ramp to field service for trades operators who want the core workflow working immediately and can grow into the full modules later.

HVAC Service Management (small-org starter)

This starter packages the field-service essentials a heating and cooling service business needs on day one. It bundles the customer and contact record, the installed equipment at each site, work orders and field visits, service contracts, and the quote-to-invoice path so a small team can book a call, schedule a technician, complete the job, and bill it without stitching tools together. It is a fast on-ramp to field service for trades operators who want the core workflow working immediately and can grow into the full modules later.

INTRANET-GOV

Intranet Governance

Map every page, hub, library, and form across the intranets you already run, then make someone accountable for each one. Assign owners and review cadences, run recertification cycles so content gets confirmed current or flagged stale, and turn what you find into a prioritized improvement backlog. Connect SharePoint, Viva, Staffbase, Simpplr, or WordPress as governed sources and govern them from one place. Built for the digital-workplace and internal-comms teams who inherit stale, abandoned, unowned content nobody trusts. It is an accountability layer over your existing intranets, not another intranet to migrate to.

Intranet Content Governance and Lifecycle

Assign an accountable owner and review cadence to each piece of content, run recertification cycles so owners confirm what is current or flag what is stale, and turn the gaps into a prioritized improvement backlog. The accountability layer that keeps your intranet from decaying into a ghost town.

Intranet Content Inventory and Sources

Connect SharePoint, Viva, Staffbase, Simpplr, or WordPress and automatically build a living inventory of every page, hub, library, and form. Classify content by type, score its health and accessibility, and know exactly what exists before you decide what to fix.

IT-OPS-STARTER

IT Operations Starter

One place to manage IT for a small team. Track the hardware you own and who has it, every SaaS app and when its subscription renews, and the contracts behind them, so nothing slips through a spreadsheet and no renewal catches you off guard. Add a lightweight helpdesk for tickets and requests if you do not already run one, or keep the one you have. Start with the renewal and contract essentials and turn on the device, SaaS, and helpdesk pieces as you need them. Built for IT teams that have outgrown spreadsheets but do not need a full enterprise IT suite.

IT Operations Starter

One place to manage IT for a small team. Track the hardware you own and who has it, every SaaS app and when its subscription renews, and the contracts behind them, so nothing slips through a spreadsheet and no renewal catches you off guard. Add a lightweight helpdesk for tickets and requests if you do not already run one, or keep the one you have. Start with the renewal and contract essentials and turn on the device, SaaS, and helpdesk pieces as you need them. Built for IT teams that have outgrown spreadsheets but do not need a full enterprise IT suite.

ITSM

IT Service Management

IT Service Management gives your service desk one place to capture, route, and resolve everything your workforce throws at it: outages, password resets, new-laptop requests, recurring problems, and risky changes. Tickets follow a clear lifecycle from intake to closure, with priority routing, approvals, and SLA timers built in, so nothing slips and the right person always owns the next step. The suite spans incident, request, problem, change, knowledge, and service-level management, plus an agent workspace that pulls the full picture together. Self-service portals and a curated knowledge base deflect routine work, while problem and change workflows keep the underlying environment stable. The result is faster resolution, fewer repeat issues, and a measurable service experience your users and auditors can both trust.

Service Agent Workspace and Reporting

Agent Workspace and Reporting brings the agent's queue, context, and tools into a single view so they can work tickets without hunting across screens. Everything needed to understand and act on the next item is in one place. For team leads, built-in reporting turns daily activity into the trends, volumes, and service metrics that drive staffing and improvement decisions. A productive agent and an informed manager together raise the whole desk's performance.

Change and Release Management

Change and Release Management governs how work reaches your live environment. Every change is proposed, assessed for risk, approved by the right authority, and scheduled so it lands without colliding with other work or breaking dependent services. Approval gates, submission controls, and a full change history give you the assurance to move fast without inviting the next outage. The payoff is a higher rate of successful changes and far fewer self-inflicted incidents.

Event and Alert Handling

Event and Alert Handling sits between your monitoring tools and your service desk, taking in the constant stream of alerts and deciding what deserves a human response. Noise is filtered, related signals are grouped, and only meaningful events become tracked incidents. By promoting the right alerts automatically and suppressing the rest, the team spends its attention on real problems rather than chasing false alarms. Faster detection of genuine issues shortens the time to restore service.

Incident Management

Incident Management turns every report of something broken into a tracked ticket with an owner, a priority, and a clock. Agents triage incoming issues, route them to the right team, and drive each one from new to resolved while keeping the requester informed. Built-in prioritization, assignment, and resolution gates keep major incidents from slipping through the cracks, and a clean audit trail shows exactly how each disruption was handled. The faster you restore service, the less an outage costs you.

IT Knowledge Management

Knowledge Management gives experts a place to write, review, and publish the articles that resolve issues faster. Content moves through a clear authoring and review lifecycle so what reaches your users is accurate and current. Published articles power both agent-assisted resolution and self-service deflection, so common questions get answered without a ticket. Every reuse of a good article is time your team gets back.

Problem Management

Problem Management connects the dots across repeated incidents to surface the underlying fault, document the known error, and drive a permanent fix. Instead of firefighting the same outage week after week, your team works the cause once. A structured path from identification through analysis to resolution keeps investigations disciplined, and a shared record of known errors speeds up every future diagnosis. Fewer repeat incidents means a calmer service desk and lower operating cost.

Service Request Fulfillment

Service Request Fulfillment gives your workforce a single front door for the everyday things they need from IT: access, equipment, software, and standard changes. Each request follows a defined path through submission, approval, and fulfillment so nothing stalls in someone's inbox. Approval routing and fulfillment tracking make the experience predictable for the requester and measurable for the team. Repeatable requests become catalog-driven, freeing agents to focus on the work that genuinely needs a human.

SLA and Chargeback Management

SLA and Chargeback Management defines the response and resolution commitments your service desk operates to, then measures every ticket against them so breaches are caught before they become escalations. Targets are explicit and performance is visible. Linking service consumption back to cost lets you show what IT delivers and what it costs to deliver, turning the service desk from a black box into an accountable function the business can plan around.

IT Service Desk Starter

A simple service desk for a small IT team. Log incidents when something breaks, take service requests from a catalog or by free text, and move each ticket from new to resolved to closed without a heavyweight tool. Turn on a knowledge base so common answers get written once and reused, a request catalog so people ask for the right things, and SLA clocks so nothing sits too long, each when you are ready. Start with just tickets and grow into the rest as your team and your process mature. Built for IT teams that want ticketing and self-service without standing up a full enterprise service-management suite.

LMS

Learning Management

Run corporate learning end to end. Author and publish courses, deliver them online or in the classroom, and track every enrollment through to completion. Issue the certifications and badges that show who is qualified, and keep the evidence auditors and regulators ask for. Assign mandatory training automatically, chase overdue learners without manual follow-up, and feed completion signals to the HR, compliance, and identity systems that depend on them.

Learning Automation

Put routine learning administration on autopilot. Enroll people automatically based on role, team, or hire date, send reminders and nudges before deadlines, and escalate when training slips. Set the cadence once and let the rules keep learners on track.

Compliance Training

Run regulatory and policy training as repeatable campaigns. Assign required courses to the right people, track completion against deadlines, and escalate overdue assignments without manual chasing. Capture signed training evidence, manage recertification, and produce the filings and audit records compliance reviewers expect.

Course Delivery

Create courses from lessons, content assets, and assessments, and publish new versions when material changes. Enroll learners, deliver self-paced training in the browser, and grade quizzes and exams as they go. Watch progress and completion in real time, and keep a clean record of who finished what.

Credentials, Badges and Continuing Education

Define certifications and badges, issue them when learners qualify, and track expiry and renewal across the workforce. Let learners share verifiable credentials and let third parties confirm them, so a qualification is easy to prove long after the course is done.

Learner Data Privacy

Give learners control over their training data. Capture and track consent, process data-subject access and deletion requests, and enforce retention policies that remove records when they should expire. Keep a defensible trail of how learner data is handled.

Instructor-Led and Virtual-Instructor-Led Training

Plan classroom and virtual instructor-led training from one place. Schedule offerings and sessions, reserve rooms and resources, and manage rosters, waitlists, and cancellations. Record attendance and completion so classroom learning lands in the same record as everything else.

Learning Paths

Sequence courses into curricula and learning paths so learners always know what comes next. Tie each step to the skills and proficiency a role requires, recommend the next best course, and roll individual development into longer-term career plans. Track progress across the whole path, not just one course at a time.

Training Records (Compliance Documentation Starter)

Start small without standing up the full learning suite. Assign training, record completions, and keep the essential evidence a small or first-time team needs. Upgrade to the full modules later without losing any of the records you have already captured.

RE-BROKERAGE

Real Estate Brokerage and Agent Operations

Capture and nurture buyer and seller leads, publish listings to the MLS, schedule and track tours, and move every offer through escrow, contingencies, and closing. Calculate cooperating-broker and internal agent commission splits, keep state-mandated disclosures complete for compliance, and hand the closed transaction off to property management and accounting. Built for the way agents and brokers actually work a deal, not a generic sales pipeline.

Real Estate Agent Operations

Capture leads and turn them into listings, syndicate to the MLS, and schedule showings with access windows and follow-ups. Drive each transaction from accepted offer through inspection, financing, and contingencies to a clean close, with buyer and seller disclosures tracked at every step. The deployable unit for solo agents and small firms.

Brokerage Oversight and Commission Management

Run multi-agent commission splits with franchise overrides and per-agent caps, review transactions and disclosures for compliance before close, and keep trust and escrow accounts reconciled. Add broker-level MLS conformance review so the brokerage scales past informal supervision without losing control of the deal.

REAL-ESTATE-AGENT

Real Estate Agent (solo / small firm bundle)

Bring contacts, listings, and the documents behind each deal into one agent-facing workspace. Move leads forward, keep listing and transaction paperwork organized, and stay on top of every active deal from a single view that travels with the agent across the systems they already use.

Real Estate Agent (solo / small firm bundle)

Bring contacts, listings, and the documents behind each deal into one agent-facing workspace. Move leads forward, keep listing and transaction paperwork organized, and stay on top of every active deal from a single view that travels with the agent across the systems they already use.

SMP

SaaS Management Platforms

Discover every SaaS application in use, sanctioned or not, see who owns each one, and track real usage against what you pay for. Reclaim idle licenses automatically, run renewals on a schedule instead of in a panic, and give employees a self-service catalog to request the apps they need. One place to manage your whole SaaS portfolio, from first sign-up to final offboarding.

SMP Automation and Self-Service Requests

Build declarative workflows that provision and deprovision SaaS access automatically, track every run, and give employees a self-service way to request the apps they need with manager and IT approval built in. Less manual ticket-pushing, faster access, cleaner offboarding.

SMP Discovery and Catalog

Automatically discover sanctioned and shadow SaaS across your org, assign an owner to each app, and connect the integrations that feed usage and spend data. Publish a clean app catalog, stage each application through its portfolio lifecycle, and get alerted the moment something needs attention.

SMP License Optimization

Track real usage for every SaaS seat, surface rightsizing and savings recommendations, and reclaim idle or duplicate licenses with a safe grace period. Benchmark your cost-per-seat against peers so you know where you are overspending and act on it.

SMP Renewal and Vendor Management

Track every upcoming renewal, assign renewal tasks, and manage vendor negotiations from first outreach to signed agreement. Allocate spend across cost centers, coordinate contracts with procurement and legal, and keep a per-vendor risk and attestation record so renewals are decisions, not surprises.

SRM

Supplier Relationship Management

Run supplier onboarding from invite through KYC, banking, tax, and sanctions checks. Capture insurance, ISO, and SOC certifications with automatic expiry alerts so renewals never lapse. Score supplier performance against delivery, quality, and SLA targets. Roll KPIs into tiered scorecards your category managers and finance teams share. Assess supplier risk on financial, ESG, cyber, and operational axes. Escalate elevated scores to governance and procurement for re-qualification or replacement.

Supplier Performance Management

Measure suppliers against delivery, quality, responsiveness, and savings targets, and roll the results into weighted scorecards your category managers and finance teams share. Spot underperformers early, open corrective actions, and track them to closure so supplier performance improves cycle over cycle.

Supplier Risk and Compliance

Score each supplier for financial, operational, cyber, and ESG risk, and keep certifications and insurance current with automatic expiry alerts. Screen suppliers for sanctions and compliance gaps, escalate elevated risk to governance and procurement, and keep a defensible record of every check behind each supplier decision.

Supplier Lifecycle Management

Run supplier onboarding from invitation through registration, document collection, and approval. Qualify new suppliers against your standards before they go active, and keep the supplier master, contacts, and documents current as the relationship evolves. One clean record per supplier that procurement, finance, and compliance all work from.

SVCS-PROC

Services Procurement

Procure outsourced services from a firm under a statement of work, not headcount you manage day to day. Author the SOW, take in proposals, and stand up the engagement, then break the work into milestones and deliverables and track each one to acceptance. Settle on what was delivered with milestone-based invoices, handle change orders when scope shifts, and keep a clear record of who accepted what and when. The services firm stays your supplier and the SOW stays your contract; this is where you run the engagement in between.

Services Sourcing and Engagement

Turn an awarded services deal into a working engagement. Author the statement of work that scopes what the firm will deliver, take in the proposals or bids attached to it, and stand up the engagement against the supplier and the signed contract. When the work shifts, raise a change order and keep the SOW current instead of letting scope drift. The services firm stays your supplier and the SOW stays your contract; this module is where you shape the engagement they hang off of.

Services Milestone Delivery and Settlement

Run the delivery half of a services engagement. Break the statement of work into milestones and the deliverables that close them, then track each one to formal acceptance so payment follows delivered outcomes, not elapsed time. Raise milestone-based invoices against accepted work and keep a clear, auditable record of who accepted what and when. Outcome-based settlement that ties every payment back to a milestone the buyer signed off.

WORK-MGMT

Work Management

Bring structured work out of scattered spreadsheets and inboxes. Create projects, break them into assignable tasks with owners and due dates, map dependencies, and watch progress on boards, timelines, and dashboards that update as the work moves. Set team objectives and key results, then connect them to the tasks that move them so progress rolls up automatically. Standardize repeatable work with templates, and let automations handle status changes, reminders, and routing. Built for operations, marketing, and any team running cross-functional work that needs one shared view of who is doing what, by when.

Team-Execution Goals and OKRs

Define objectives and measurable key results for the quarter or year, assign owners, and keep them current with regular check-ins. Link objectives to the tasks and projects that drive them so progress updates as work gets done instead of being re-entered by hand. Commit objectives once agreed, track them through the cycle, and score them at close so the team learns what worked.

Work Request Intake

Replace ad-hoc requests with structured intake forms that collect exactly what the team needs to start. Submissions are triaged and converted into work items in the right project, with the requester's details captured along the way. Standardized intake means no lost requests in chat or email, a consistent starting point for every piece of work, and a clear record of what was asked and what happened next.

Task and Project Execution

Organize work into projects and sections, then assign tasks with owners, due dates, priorities, and dependencies. Track everything on boards, lists, and timelines, and keep work moving with approval steps, milestones, and automations that handle routine status changes and notifications. Standardize recurring work with reusable project and task templates, tailor records with custom fields, and use workload views to spot who is over or under capacity before deadlines slip.