Certa

Score8 out of 10

1 Reviews and Ratings

What is Certa?

Certa is a SaaS based, no-code workflow automation platform that enables businesses to manage the lifecycle of their third parties. Companies typically use Certa for third party risk, regulatory compliance, ESG, and diversity management. Certa’s workflow engine enables businesses to streamline and automate processes, eliminate bottlenecks and inefficiencies, and break down silos via interdepartmental and internal/external process participants. Certa’s no-code, drag and drop features allows clients to modify and customize their workflows to keep up with their evolving business needs. Certa offers a modular approach, which can stitch together 100+ enterprise systems and data sources along with an organization’s legacy tech, creating a single point of intake and a single source of truth.

Categories & Use Cases

Media

Comprehensive risk scores, vendor validations, and tailored questionnaires that automatically identify risks. Reduces manual workarounds & route procurement requests to the correct department automatically, letting a team make informed decisions.

Certa Intake gives business users and requesters one centralized portal to launch requests, use guided flows to make requesting easier, dashboards that shows status of all current open items, and make global searches.

Standardizes contracting process, reduce manual intervention and empowers teams to manage agreement lifecycles with third parties.

Track and measure the ESG performance of third-parties to stay compliant with government regulations.

Certa can be used to customize business processes with simple drag and drop features.

1 / 5

Verified User

Manager in Customer Service (1-10 employees employees)

Use Cases and Deployment Scope

We were looking for an easy way to manage tasks, contracts and jobs--overall project management. We wanted a program that would keep all parties in the loop of a project with the click of a few buttons. We did some research on a few programs and Certa was one of the programs we looked into. We knew Certa could do a great job at helping our company get organized from start to finish of a project, that's why we took a closer look into using it.

Pros

It made it easy to onboard suppliers
Internal and external team communication
Fully customizable

Cons

Because it is fully customizable, we felt like there were too many options. Having more of a basic template for like-minded industries would be helpful.
Maneuvering around the app was not as easy as I'd hoped. We have several employees that aren't tech savvy, and it was hard getting them to use the app.

Most Important Features

Dashboard
Vendor directory
The workflow and getting the right people on the next step of the project

Return on Investment

The contract software was great. We were spending money each month to have certified contracts signed and drawn up. Certa did a great job at including this feature, saving money overall.
Once all documents and contacts are inputted, so much time and effort would be saved. We would no longer need to call, email or follow up with each other to verify that tasks were completed.