GISD Workflow Solution

2026-11-03

Functional Requirements i . Ability to digitize paper - based workflows ( forms , approvals , etc .). ii . Drag - and - drop workflow builder with versioning . iii . Conditional logic support within workflows . iv . Automated routing based on user roles , groups , and form data . v . Bulk upload and batch processing capabilities . vi . Flexible form - building tools . vii . Integration with existing PDF forms . viii . Support for e - signatures and digital certifications . ix . Automated notifications and reminders for outstanding tasks . x . Mobile - responsive forms . xi . Multi - level approvals with configurable sequences . xii . Role - based and department - based routing . xiii . Time - based escalation workflows . c . Integration Requirements i . Single Sign - On ( SSO ) support ( Google Workspace , Azure AD ). ii . API availability for custom integrations ( Synergy , Canvas , etc ) iii . Support for various file formations ( e . g . PDF , docx , xlxs , pptx , etc ) iv . Support for CSV / XML data exports and imports . d . Data Security & Privacy i . Compliance with FERPA and HIPAA . ii . Data encryption at rest and in transit . iii . Secure audit trails for all activity . iv . Granular permissions management by user , role , or department . v . Audit logs for administrative and user activity . vi . Ability to segment data access between departments . vii . Cloud - hosted ( SaaS ) solution preferred . viii . Data center certifications ( SOC 2 , ISO 27001 , if others , please list .). ix . Disaster recovery and business continuity plans .

MITN

2026-04-29