NAVEX Global Product Roadmap · Recap •Last year’s ... In Alpha Testing Courses: 25min (6),...

Copyright © 2018 NAVEX Global, Inc. All Rights Reserved. | Page 0

NAVEX Global Product Roadmap

Bob McCarter | Chief Technology Officer

Copyright © 2018 NAVEX Global, Inc. All Rights Reserved. | Page 1www.navexglobal.com

Protecting

Your People,

Reputation and

Bottom Line

Recap

• Last year’s presentation started with risk

• 2019 Goals

• Product Management process

• Platform


What have we delivered

• EthicsPoint international date formats

• PolicyTech Resiliency

• RiskRate 7.0

− Business rules and mapped questionnaire responses

− Actions such as creation of a third party, questionnaire responses or report scores trigger actions

− Automated task assignments or approval changes

• Responsive Course Player

− Allows for the removal of Flash, and gives a true mobile experience

− Available with Rich Media courses


2017 - 2019

NAVEXEngage – Content Update

WAVE 8 COMPLIANCE (2019)

WAVE 2 CONDUCT (Nov 2017)

WAVE 3 EMPLOYMENT (Jan 2018)

WAVE 4 INFO SEC (July 2018)

WAVE 5 MICROLEARNING (Dec 2018)

WAVE 6 HARASSMENT(Jan 2019)

WAVE 7 EMPLOYMENT LAW (July 2019)

WAVE 1 COMPLIANCE (Jul 2017)

WAVE 9 CONDUCT (2020)

Pre-Go LiveCourses: 25 min (8), microlearning (4), retires (11)

In Alpha TestingCourses: 25min (6), microlearning (0) retires (5)

Last Updated: 11.15.18

In Media ProductionCourses: 25min (7), microlearning (0) retires (7)

WAVE 10 REFRESH (2020)In ScriptingCourses: 25min (7), microlearning (0) retires (7)

Courses: 25min (6), microlearning (0) retires (15)







Mobile Intake for EthicsPoint® Early Adopter

• Quickly, securely & anonymously file an initial report and

follow up

• Branded progressive web app – no installation needed

• Simplified five-step process for reporters

− Location populated from EthicsPoint database

− Reporter and party information

− Description of the issue

− Review and submit


GRC Insights In EthicsPoint

• Five dashboards of internal metrics and benchmarks

− Named vs Anonymous

− Open Cases

− Closed Cases

− Issue Type

• Filter and export

• Foundation of future

reporting


What’s Coming

• Risk Rate higher volume processing and RDC API integration

− Enables support for customers with large (100,000+) vendors

− Reduces screening time

• EthicsPoint Mobile Intake enhancements

• How can you participate and influence?

− Join the product advisory group

− Participate in Product Validation and Early Adopter leading to General Availability

• Going forward blending individual product capabilities into platform


2019 2020

NAVEXOne

2020

Platform


Platform Update

• Began hiring about 20 additional developers in February and changing offshore firm

• Standardized React UI framework that will be heavily leveraged in the Platform UI

• Released Authentication App integration for 2FA EAP with positive feedback

• Created an architectural framework to facilitate integration of capabilities added

organically and inorganically

− Unified Identity and Access management

− Unified style guide

− Waffle icon for navigation

− Decomposition of capabilities into microservices

• Changed Product Management and Engineering organizational structure and processes


Platform Requirement Areas and Unified Backlog

Navexone

Content Management

Case

Management

Employee Workflows

3rd Party Workflows

Analytics & DataPlatform Services

(IT & Tooling)

• Expresses value-delivery in terms of ‘what jobs our User Personas can do’

• Aligns PM & PE on integration tasks• Aligns Product with Marketing, Sales

& Services• Informs our organization model


Case Management & Investigation

GRC

Insights

Integrated Training &

PolicyMobile

Disclosure Manager

User Management

Tooling

Platform v1.0 Scope

• A purpose-built

appliance for

Noelle and Martin

• Foundation SKU

for 1.0 with

Insights

integration

• Pro & Enterprise

SKUs later in

2020.

• For Implementation

& Contact Center

• Easy migration of

PT & EP customers

to NAVEXAuth

• Customer Manager

for Provisioning

• Real Time Report

Delivery

• My Profile – Single

Destination for Noelle

to manage her settings

• For Ian - Remove

constraints from

existing admin tools to

allow customers to

move to NAVEXAuth

• Unified HR Data Import

& Selected User Data

consolidation

• Single Destination

for: Noelle to

complete her

assigned tasks and

for Curtis to assign

content & collect

completions.

• Accessible from

Compliance Hub

• Protect & Extend

Customer Investment

via these Services

• Single pane view

of CMI & DiscMan

for Helen & Carol,

• Custom Reporting

& Bench Marking

later in 2020

• ‘Mobile-1st‘ UX

for Noelle

• For Intake,

Training, Policy

& Disclosures


Platform Targets

• Began hiring about 20 additional developers in February and changing offshore firm

• Standardized React UI framework that will be heavily leveraged in the Platform UI

• Released Authentication App integration for 2FA EAP with positive feedback

• Created an architectural framework to facilitate integration of capabilities added

organically and inorganically

− Unified Identity and Access management

− Unified style guide

− Waffle icon for navigation

− Decomposition of capabilities into microservices

• Changed Product Management and Engineering organizational structure and processes


```

DM SurveysCampaignsMobile Intake P-1Exec Dashboard P-1Platform Admin P-1

V 0.4

DM Customization P-1

Compliance Hub P-1

Mobile Intake EAP P-2

V 0.6

RiskRate High Volume

Insights GA

DM Foundation EAP

V 0.8

RiskRate Additional Data Sources

Platform Admin P-2

Insights Custom Reporting

DM Foundation GA

80%CnF

60%CnF

50%CnF

Platform Release Targets – Subject to Change

V0.2 DELIVERED 6/19

Aug Oct Nov Dec Jan Feb Mar AprSep May Jun

V 1.0

Training and Policy Integrated Delivery

User Management


Data strategy baked into the platform strategy

Data Strategy

2019:

• Insights SKU will offer key dashboards and

support retention

• Insights will include Standard Benchmarks to

automate the manually-generated benchmark

report

• Pendo coaching to drive broad adoption and

help make it sticky

• Extend Insights cross-product correlation with

RiskRate first to drive cross-sell

2020:

• Extend Insights to Policy & Training to facilitate

cross-sell

• Add Custom and Industry Peer benchmarking:

− Drive Up-Sell velocity, and attach rate by offering in-product

− Reduce costs via Automation

− Look for opportunities to monetize data and drive increased lead flow

• Continue work in predictive indicators


Discussion of Lockpath Strategy

• Tomorrow is a longer discussion of risk

• NAVEX provides software to manage risks primarily associated with people and third parties

• We were deliberate in creating a platform architecture that envisioned a growing suite of risk

management solutions

• We are committed to accelerating our risk management scale with increased investment to fully

align strategic, operational, IT and compliance risk management capabilities and to integrate

those capabilities with our broad solution set


Questions

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