relevant, innovative and AFFORDABLE web-based solutions for your credit union.
Built to Make Management Easier.
Keep your organization competitive and on track. AgilityOrg™ provides effective, efficient and advanced software solutions for organizations to better meet today’s business environment. Our products are on the innovative edge, crossing over into the next horizon. AgilityOrg™ handles all your business organizational and compliance needs in one easy place.
Select and Pay for Only the Features You Need.
Whether you're leading a project, a team, a department, or the whole organization, the demands on your time and attention never stop. That’s why we offer AgilityOrg a la carte. Then, as you and your staff get more comfortable with AgilityOrg and see the benefits and efficiencies it brings, you simply add additional features.
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Projects
Manage projects in one central location. Set start and target dates that show on calendar. Assign priority and impact. Attach relevant documents and record status, progress and activities. |
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Tasks
Manage and track unique tasks as they relate to projects, vendors, meetings, etc. Assign specific tasks to one or more staff. Define staff roles (e.g. owner, lead, active, etc.). Send and log email notifications by task and role. Update status and progress. |
Approvals
Push approvals out to your Board or Executive staff. Attach relevant documents. Monitor voting results. Push selective email notifications (as voting deadline approaches). Results archived for due diligence. Create full PDF that includes overview, voting results and attachments. |
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Meetings
Create general meetings or full agenda meetings. Attach relevant documents. Push notifications to participants. Ideal for delivering board meeting packets electronically. Track motions and voting results. Add minutes for online meeting history. Create full PDF of meeting. |
Email Queue
Forward emails for automatic inclusion to projects, vendors, meetings, tasks, etc. Email attachments automatically attach to destination. Use the queue for emails to be sorted and organized later. Quick and easy link mechanism. |
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Library
Institutionalize your organizational knowledge. Build library folders on the fly and immediately start attaching documents, logging activities, creating ownership roles, assigning and tracking tasks. |
Vendors
Vendor due diligence is more important than ever. Keep contracts, documents and order information in one place. Define internal staff and vendor contact roles (liaison, support, account exec, etc). Record activities and issues. Track vendor risk and value. |
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Users
Define users (including immediate staff and 3rd party sources). Attach documents (e.g. I-9, W-4, direct deposit requests, performance reviews, outsource contracts, etc.) All encrypted and secure. Track activities and monitor activity follow-up (e.g. how did he fix that server issue yesterday). |
Training
Build comprehensive training documents. Link document sections to exam questions. Push training documents to staff and track study history. Elevate overall staff knowledge and compliance. Publish documents and share with other organization. Charge a fee or share for free. |
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Exams Develop exams that fit your due diligence and organizational requirements. Toggle exams from study, practice and exam mode. Push exams to staff via notifications. Track study and practice usage and habits. Compile exam results and adjust follow-up training and prove due diligence. |
Teams
Manage your many groups and teams. Assign staff. Define roles (e.g. leader, active, etc.). Send and log email notifications. Attach related documents and procedures (e.g. Incident Response Policy, Security Awareness, etc). Log and track team activities. |
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Forms
Allow secure submission of form data from website or intranet. Track submissions by type, status or when submitted. Update and monitor status of internal form processing. |
