at Financial Technnology Year
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Asana Enterprise from Asana
Project management for insurance product development, cross-functional workflow coordination, compliance requirement tracking, timeline planning for insurance launches, resource allocation for development teams, and integration with other enterprise systems used in insurance operations.
Product analysis by function
Collaborative Design Platforms for Product Development
Tools that facilitate collaboration among product developers, actuaries, underwriters, and other stakeholders throughout the product development process.
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User Collaboration & Communication
(13 Yes /13 Known /15 Possible features)
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Real-Time Chat Enables instant messaging between users for prompt collaboration. |
Asana supports real-time chat and messaging among project teams. Referenced in documentation as 'Inbox' and messaging functions. | |
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Discussion Threads Organize conversations around specific topics, items, or documents. |
Discussion threads are a core feature in Asana, with conversations organized by task, project, or team. | |
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Video Conferencing Integration Connects with video meeting tools (e.g., Zoom, Teams) directly from the platform. |
Integrates directly with Zoom, Teams, Google Meet and other video confererencing tools via apps and integrations section. | |
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Mentions/Tagging Allows users to mention/tag others to get their attention in discussions or comments. |
Users can @mention or tag others in comments and discussions. | |
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Commenting & Inline Feedback Users can provide contextual comments or feedback directly on documents or designs. |
Supports commenting on tasks, subtasks, and sections for inline feedback. | |
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Shared Whiteboards Interactive virtual whiteboards for brainstorming and visualization. |
No information available | |
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Notification Center Central hub for alerts about updates, mentions, or tasks requiring attention. |
Asana has a notification center for alerts including mentions, task updates, and assignments. | |
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Activity Feed View recent actions and changes across the platform. |
Activity feed is available as 'Inbox' and project update streams. | |
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File Sharing Ability to share and attach files securely within the platform. |
Users can upload, attach, and share files in tasks and conversations; files stored securely via partner cloud storage providers. | |
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Calendar Integration Sync with team calendars or display meeting schedules within the tool. |
Integrates with Google Calendar, Outlook, and provides native calendar view. | |
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Presence Indicators Shows which team members are online or actively working. |
Presence indicators are provided for collaborative tasks and team pages, showing who is active on which items. | |
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Mobile Collaboration Support Users can collaborate via mobile apps or responsive web versions. |
Asana supports full functionality on Android and iOS apps and responsive web. | |
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Customizable Notifications Users can adjust which events or updates trigger notifications. |
Users can customize notification preferences extensively, controlling what events trigger alerts. | |
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Multi-language Support Platform available in multiple languages for global teams. |
Asana offers multi-language support for global teams. | |
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User Presence Duration Tracks average duration users are actively engaged (per session). |
No information available |
Document & Knowledge Management
(11 Yes /11 Known /15 Possible features)
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Document Version Control Tracks changes and maintains history of document revisions. |
Document versioning offered via file attachment history and task update tracking. | |
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Access Control Set granular permissions for viewing, editing, or deleting documents. |
Access control is granular in Asana Enterprise, down to project, task, and comment level. | |
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Document Approval Workflow Automated routing of documents for review and approval. |
Approval workflow automation available as part of the workflow builder in Enterprise tier. | |
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Knowledge Base/Repository Centralized location for policies, FAQs, and reference materials. |
Knowledge base can be established using pinned projects; not native as a stand-alone feature but easily configured. | |
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Searchable Metadata Users can search documents by tags, keywords, or metadata. |
Custom fields and tags enable comprehensive document metadata search. | |
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Document Templates Reusable templates for common insurance product documentation. |
Templates are available for common documentation and insurance workflow processes. | |
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Audit Trail Complete log of all document and data access or modifications. |
Enterprise audit trail tracks all document and data access/changes. | |
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Secure Cloud Storage Documents are stored securely with redundancy in the cloud. |
Files are stored in secure cloud storage (e.g., with Box, Dropbox, Google Drive integration). | |
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Document Export Options Ability to export documents in various formats (PDF, DOCX, etc.). |
Allows exports to PDF, CSV, and DOCX; suitable for document export needs. | |
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Bulk Upload/Download Supports uploading or downloading multiple files at once. |
Bulk upload/download supported for files and data via interface and API. | |
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Document Retention Policies Policy-driven rules to archive or purge documents after specific periods. |
No information available | |
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E-signature Integration Supports digital signatures for formal approvals. |
Supports e-signatures through partner integrations (e.g., DocuSign, Adobe Sign). | |
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Simultaneous Editing Multiple users can edit a document at the same time. |
No information available | |
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Automated Backups Regular backup of documents is handled automatically. |
No information available | |
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Maximum File Size Supported Largest document file size that can be uploaded per item. |
No information available |
Workflow & Process Management
(13 Yes /13 Known /15 Possible features)
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Custom Workflow Builder Design and implement custom workflows tailored to the organization. |
Workflow builder allows custom workflow design and automation; core to Enterprise offering. | |
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Process Visualization View product development as interactive flowcharts or Kanban boards. |
Kanban boards, flowcharts, and timeline (Gantt) views available for process visualization. | |
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Task Assignment Tasks can be assigned to specific users or teams. |
Tasks assigned individually or by team; a basic Asana feature. | |
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Task Dependencies Define sequential or conditional task relationships. |
Task dependencies, predecessors, and conditional workflow relationships can be configured. | |
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Role-Based Task Views Customize task visibility based on user role. |
Role-based views and permissions are supported, with project visibility controls. | |
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Approval Gates Enforce staged approvals for critical workflow steps. |
Approval 'gates' can be set at stages of workflow using the approval feature in Enterprise workflows. | |
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Progress Tracking Monitor completion status of tasks and workflows in real-time. |
Project progress, task status, and workload are tracked in real time via dashboards. | |
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Deadline & SLA Monitoring Set deadlines and monitor compliance with turnaround times. |
Tasks have due dates and deadlines; SLA monitoring possible using custom fields and reporting. | |
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Automated Reminders System-generated reminders for pending tasks or steps. |
Automated reminders sent by email and in-app notifications for tasks and deadlines. | |
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Bulk Task Updates Update multiple tasks at once for efficiency. |
Bulk editing of tasks is available via multi-select and bulk actions. | |
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Workflow Templates Pre-built workflow templates for common insurance processes. |
Workflow templates are available for common project types, including insurance operations. | |
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Integration with Project Management Tools Connect with Jira, Asana, or other external PM systems. |
Integrates with Jira, Zendesk, and other PM tools via built-in connectors and third-party integrations. | |
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Custom Fields Ability to define and track custom attributes for tasks or steps. |
Custom fields are a core feature for Enterprise accounts, allowing field-level customization. | |
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Workflow Performance Metrics Average time to completion for workflows. |
No information available | |
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Maximum Simultaneous Projects Supported Highest number of projects that can be tracked at once. |
No information available |
Integration & Interoperability
(12 Yes /12 Known /15 Possible features)
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API Availability Access to open APIs for custom integrations. |
Comprehensive APIs are available for custom integrations. | |
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Pre-built Connectors Ready-to-use integrations with popular insurance tools. |
Pre-built connectors with popular enterprise and insurance tools (Salesforce, Jira, Zendesk, Zapier, etc.). | |
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Data Import/Export Flexibility Import/export data in various formats (CSV, XML, XLSX, JSON). |
CSV, JSON, and spreadsheet import/export possible via built-in features and integrations. | |
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Single Sign-On (SSO) Integration with enterprise authentication platforms. |
Enterprise SSO integration (Okta, Azure AD, etc.) is a primary security feature. | |
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Webhook Support Trigger external events based on platform actions. |
Webhooks are documented and available for external triggers. | |
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Custom Integration Support Professional services or tools for building bespoke integrations. |
Custom integrations supported via APIs and professional services. | |
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ERP/CRM Integration Seamless data exchange with core business systems. |
Integrates with Salesforce, Microsoft Dynamics, and other ERP/CRM systems. | |
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Actuarial Software Integration Connect with actuarial modeling platforms (e.g., Prophet, MoSes). |
No information available | |
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Document Management System (DMS) Integration Link to existing DMS platforms for file management. |
Integrates with DMS platforms through connectors, Zapier, or custom API. | |
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Data Mapping Tools Assist in aligning fields across integrated applications. |
Data mapping and custom field alignment available in premium integration options. | |
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Support for Custom Web Services Consume or expose SOAP/REST web services. |
Asana API supports both RESTful and (to some extent) custom web services. | |
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Integration Latency Average time for data to sync between systems. |
No information available | |
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Maximum Concurrent Integrations Number of integration endpoints that can be active at once. |
No information available | |
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Integration Failure Alerts Immediate notifications on failed data transfers. |
Enterprise plan includes integration failure alerts to admins. | |
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Sandbox/Test Environment Safe environment for integration testing without affecting production. |
Sandbox/test workspaces are offered for integration and workflow validation. |
Security & Compliance
(11 Yes /11 Known /15 Possible features)
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End-to-End Encryption All data is encrypted in transit and at rest. |
Data encrypted at rest and in transit (TLS/SSL), meeting enterprise encryption standards. | |
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Role-Based Access Control (RBAC) Permissions assigned based on user roles and responsibilities. |
Role-based access controls configurable at project, team, division levels. | |
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Multi-factor Authentication (MFA) Adds a second verification step for user logins. |
Multi-factor authentication available via SSO integrations and mobile app. | |
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Single Sign-On (SSO) Support Integration with enterprise identity providers for login. |
Enterprise SSO integrations provide secure login capability. | |
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Data Residency Options Choose geographic region for data storage to meet regulations. |
Data residency options available for global deployments (US, EU, etc.). | |
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Audit Trail & Logging Comprehensive logs of user activity and data access. |
Comprehensive logging and audit trail reported as a compliance function in Enterprise. | |
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Compliance Certifications Compliance with standards such as ISO 27001, SOC 2, etc. |
Certifications listed on Asana Trust Center (SOC 2, ISO 27001, etc.). | |
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Automatic Session Timeout Closes inactive sessions after set period of inactivity. |
Session timeout after inactivity is configurable for the Enterprise platform. | |
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Data Loss Prevention Mechanisms to prevent and alert on unauthorized data exports. |
No information available | |
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Vulnerability Scanning Automatic scans for security holes or threats. |
Periodic vulnerability scanning and penetration testing reported in Asana security documentation. | |
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Incident Response Process Predefined steps to respond to breaches or incidents. |
Documented incident response process and SLA. | |
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User Access Review Frequency How often user permissions are reviewed and updated. |
No information available | |
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Encryption Key Management Controls for how encryption keys are generated, stored, and rotated. |
No information available | |
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Granular Sharing Controls Ability to limit access to subsets of data/documents. |
Granular permissioning at project and data level available. | |
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Security Patch Update Frequency Interval at which software updates and patches are applied. |
. | No information available |
Product Modeling & Prototyping
(0 Yes /0 Known /15 Possible features)
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Visual Product Builder Drag-and-drop interface to construct insurance product models. |
. | No information available |
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Business Rule Engine Define, manage, and test rules for product eligibility, pricing, etc. |
. | No information available |
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Product Variants Support Create and compare multiple versions of insurance product designs. |
. | No information available |
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Simulation & Scenario Testing Test and visualize product outcomes under different conditions. |
. | No information available |
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Spreadsheet Import/Export Use spreadsheets to upload/download product parameters. |
. | No information available |
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Template Library Access pre-built templates for common insurance products. |
. | No information available |
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Compliance Rule Checker Automatic validation of new products against regulatory frameworks. |
. | No information available |
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Real-Time Calculation Engine On-the-fly calculations as parameters are adjusted. |
. | No information available |
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Integration with Actuarial Models Direct connection to actuarial projection systems. |
. | No information available |
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Drag-and-Drop Workflow Design Visualize and adjust process flows for the product lifecycle. |
. | No information available |
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Parameter Versioning Track different sets of assumptions or business rules. |
. | No information available |
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Export Product Prototype to PDF One-click export of prototypes in a presentable format. |
. | No information available |
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Review & Comment on Prototypes Stakeholders can annotate or provide inline feedback on product models. |
. | No information available |
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Maximum Product Complexity Supported Number of parameters or rules handled per product. |
. | No information available |
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Time to Create New Product Blueprint Average time to prototype a new product from scratch. |
. | No information available |
Analytics & Reporting
(0 Yes /0 Known /15 Possible features)
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Custom Report Builder Users can build reports on fields important to their teams. |
. | No information available |
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Pre-built Dashboard Templates Access dashboards for standard KPIs and metrics. |
. | No information available |
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Drill-down Analytics Click into summary metrics for deeper data insights. |
. | No information available |
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Automated Reporting Schedule Reports can be sent out automatically on a set schedule. |
. | No information available |
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Export Reports Download reports in various formats (CSV, PDF, XLSX). |
. | No information available |
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Snapshot & Historical Tracking Track changes to products, documents, and processes over time. |
. | No information available |
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Anomaly Detection AI assists in identifying irregularities or risks in the product design. |
. | No information available |
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User Activity Metrics Reports on team engagement and usage statistics. |
. | No information available |
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Product Simulation Outcomes Reporting on model/simulation test results. |
. | No information available |
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Product Launch Readiness Score Aggregated score for how ‘ready’ a product is for go-live. |
. | No information available |
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Report Generation Speed Average time to generate a typical analytic report. |
. | No information available |
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Saved Report Capacity Maximum number of custom reports that can be stored. |
. | No information available |
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Data Refresh Frequency How often analytics dashboards are updated with new data. |
. | No information available |
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Data Visualization Library Collection of graphs/charts available (bar, pie, Gantt, etc.). |
. | No information available |
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Sharing & Subscription Controls Ability to share analytics with colleagues or subscribe to updates. |
. | No information available |
Usability & User Experience
(0 Yes /0 Known /15 Possible features)
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Role-based Dashboards Customized home screens for different types of users (actuaries, underwriters, etc.). |
. | No information available |
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Onboarding & Training Tools Guided tours, help documentation, and tutorials for quicker adoption. |
. | No information available |
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Drag-and-Drop Customization Personalize layouts and modules without coding. |
. | No information available |
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Accessibility Options Complies with accessibility standards (WCAG), ensures usability by people with disabilities. |
. | No information available |
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Responsive Design UX adapts gracefully to tablet and smartphone screens. |
. | No information available |
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Dark Mode Support Theme option for low-light environments. |
. | No information available |
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User Feedback Mechanism Allows users to submit product improvement suggestions. |
. | No information available |
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Custom Terminology Supports organization-specific or region-specific terms. |
. | No information available |
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Cross-browser Compatibility Works on all major web browsers. |
. | No information available |
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Quick Access Toolbar Favorite or frequently used features are one click away. |
. | No information available |
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Search Across Modules Global search bar indexes all relevant data. |
. | No information available |
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Real-time Autocomplete & Suggestions System predicts relevant objects or options as users type. |
. | No information available |
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Field-level Help Instant tooltips and context help for form inputs. |
. | No information available |
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Number of Supported Languages Languages available in the user interface. |
. | No information available |
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Average Task Completion Time Time required to complete a common workflow task. |
. | No information available |
Stakeholder Engagement & Transparency
(0 Yes /0 Known /15 Possible features)
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External Stakeholder Access Ability to grant limited and secure access to external partners. |
. | No information available |
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Change Notification System Alerts for stakeholders when important updates or changes occur. |
. | No information available |
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Decision Log Chronological, searchable record of key decisions and their rationales. |
. | No information available |
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Regulatory Submission Package Generator Automated compilation of documentation required for regulatory review. |
. | No information available |
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Stakeholder Voting & Polls Mechanism for stakeholders to express preferences and feedback. |
. | No information available |
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Visibility Controls by Group Tailor content or workflow visibility for specific groups. |
. | No information available |
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Deadline & Milestone Notifications Keep all parties aware of upcoming deadlines and milestones. |
. | No information available |
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Review & Approval Tracking Monitor who has reviewed and approved documents or tasks. |
. | No information available |
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Public vs. Private Channels Support open (team-wide) or restricted (invite-only) communications. |
. | No information available |
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Regulatory Change Alerts Notifications when new rules or requirements impact a product. |
. | No information available |
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Feedback Collection Forms Collect structured information from stakeholders. |
. | No information available |
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Real-Time Progress Visualization Share dashboards that show high-level product/project status. |
. | No information available |
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Stakeholder Engagement Score Quantifies how involved different groups are in the process. |
. | No information available |
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External Reviewer Limit Maximum number of external participants supported. |
. | No information available |
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Average Feedback Turnaround Time Mean time from request to response from stakeholders. |
. | No information available |
Automation & Efficiency
(0 Yes /0 Known /15 Possible features)
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Automated Task Assignment Tasks automatically routed to available or most qualified users. |
. | No information available |
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Automated Document Generation System creates product specifications and other docs from templates. |
. | No information available |
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Bulk Operations Batch processing of items (e.g., approve, edit, delete). |
. | No information available |
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Workflow Automation Rules Trigger actions or transitions based on specific criteria. |
. | No information available |
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Notifications Rules Engine Set triggers for automated notifications and escalations. |
. | No information available |
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Automated Data Validation Checks data integrity and completeness on input. |
. | No information available |
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Intelligent Recommendations AI suggests actions, assignments, or next steps based on historical usage. |
. | No information available |
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Scheduled Data Imports/Exports Automate recurring data sync tasks. |
. | No information available |
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Task Recurrence Support for recurring or cyclical tasks. |
. | No information available |
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Automated Reminders/Escalations Follow up with overdue tasks or approvals automatically. |
. | No information available |
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Template-driven Product Setup Quickly instantiate new products from rule-driven templates. |
. | No information available |
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Auto-Completion Suggestions Predictive text or form auto-fill for efficiency. |
. | No information available |
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API-driven Automation Leverage system APIs for external automation scripts or workflows. |
. | No information available |
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Time Saved Per Automation Average hours saved per process automated. |
. | No information available |
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Automation Success Rate Percentage of automated processes that complete successfully. |
. | No information available |
Support, Scalability & Maintenance
(0 Yes /0 Known /15 Possible features)
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24/7 Customer Support Round-the-clock access to vendor helpdesk or technical support. |
. | No information available |
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In-app Help & Chatbots Instant self-service help available through context-aware chat. |
. | No information available |
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User Community Forums Access to forums for sharing best practices and troubleshooting. |
. | No information available |
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Dedicated Account Manager Named resource who understands and manages your account. |
. | No information available |
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Service Level Agreements (SLAs) Guaranteed response and resolution times for support tickets. |
. | No information available |
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Multi-Tenant Architecture Supports multiple independent business units on one platform. |
. | No information available |
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Custom Branding Ability to white-label the platform with company-specific logos/colors. |
. | No information available |
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Regular Feature Updates Platform is enhanced with new features on a predictable schedule. |
. | No information available |
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Up-time SLA Service availability guarantee (target up-time percentage). |
. | No information available |
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Disaster Recovery Plan Comprehensive approach for failover and recovery. |
. | No information available |
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High Availability Configuration Options for redundancy and uninterrupted service. |
. | No information available |
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Capacity Scaling Limits Maximum number of concurrent users or data volume supported. |
. | No information available |
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Upgrade Path Clarity Documentation and process for managing platform upgrades. |
. | No information available |
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Support Ticket Response Time Average time vendors take to respond to support tickets. |
. | No information available |
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Onboarding Support Guided setup and training for new customers or users. |
. | No information available |
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