Checkbox for IT Teams
Secure and Reliable
The Checkbox platform is highly secure with layers of technical and operational controls in place to protect information.
Learn more about our security controls & documents.
Single Sign On Capability
Checkbox allows your users to securely and easily sign into our platform using the same credentials they use in other applications i.e. M365 and AWS. However, we are flexible SSO can be based on your IDP as long as the IDP facilitates SAML2.0 based authentication i.e. AAD, ADFS, Okta, etc. ensuring greater security and compliance whilst providing improved usability and employee satisfaction.
Hosted on AWS
The Checkbox platform lives in the Amazon Web Services (AWS) ecosystem, as such it abides by their availability SLA. With appropriate encryption policies, Checkbox provides you the same backing as the AWS Platform.
Find out more about our support policy.
SOC 2 Certified
Checkbox has been externally audited against the security requirements of the SOC 2 framework and has achieved SOC 2 Type II certification.
Access our security documents including policies, penetration tests and SOC2 audit reports.
No-code is a type of software development technology that allows users to build and maintain applications using drag and drop.
This means that users can build applications faster and with less bugs than the typical code-based approach. However, whilst Checkbox is no-code, our JavaScript and API connectivity allows IT teams to expand the platform to your line of business applications for more complex integrations.
On Checkbox, you can build and flexibly deploy apps to automate processes through a multitude of app-development capabilities.
Discover how Checkbox’s no-code automation platform
supports IT and existing App development practices
Checkbox reduces errors, risks and time to deployment
Whilst Checkbox is no-code, some use-cases will still require the involvement of IT teams either due to complexity or the need for integrations with other line of business applications. The Checkbox authoring studio provides capabilities that enable code to be applied and executed on both the client-side and the server-side, leveraging the skill set of IT to extend the workflow foundations built by the business users. This approach is typically faster, lower cost and prone to less errors than typical code-based approaches.
Checkbox frees up IT teams to focus on high value work
Checkbox empowers business users to automate and address low value and low complexity workflows and decision automation. The intuitive and visual UI means that business users can make iterative changes easily without constantly involving IT. This means that IT can focus on the high value, high complexity work that delivers the most impact to the organization.
Checkbox facilitates solution lifecycle management
The Checkbox platform is designed to accommodate enterprise deployment governance frameworks so that IT teams can maintain the level of control and visibility of business applications being developed and deployed. Checkbox packages together a version control system, a rapid App building interface, as well as a tiered deployment architecture with testing, staging and production tiers. This can be configured based on our clients' needs, ensuring that any Application shipped to production are robust and are released subject to our clients' change management policies and processes.
Checkbox is self-service and handles support
The Checkbox platform is quick to learn and easy to use. With in-platform UX features and out-of-platform self-help resources for users, authoring users can be largely self-sufficient without IT intervention. In the event that a user requires high touch support, the Checkbox licence includes access to support in alignment with our Support Policy. This frees up the IT teams to focus on helping the business solve organisation-specific challenges, rather than support another platform and its challenges that will arise. Alternatively, Checkbox can train IT to provide first line support to the business users.
Integrate Checkbox Apps with Your Existing Work
Checkbox can be integrated with any other system that has available REST APIs. Integrations within Checkbox applications typically streamline the flow of data and trigger events across your existing systems and workflow. You can pull data and documents from other systems into Checkbox and conversely push data and documents into other systems automatically.
Customer Relationship Management
Create, update, and validate data against customer and vendor records
Financial Management Systems
Perform calculations & generate documents as financial data is updated
Human Capital Management
Populate forms, documents and drive decision-logic using employee information
Document Management Systems
Store generated or uploaded documents into specified folders
Spreadsheets
Bulk process data for triage, reasoning and document generation by uploading a csv file
E-signature
Send documents directly for e-signature with custom email messaging
Communications
Trigger messages, emails and notifications with dynamic content specific to events
Task & Matter Management
Create, assign, update and close tasks or matters based on data captured
Access &
Authentication Control
Enable single sign-on (SSO) and sync user permissions with access controls
Intranet & Portals
Embed forms and tools as hyperlinks or iFrames in collaboration spaces
Online Databases
Validate and auto-populate inputs in forms from other systems
Business Intelligence
Export captured data for analytics and visualisation
Learn more about the Checkbox platform
Frequently Asked Questions
Checkbox is a no code platform that enables non-technical business users to build automation tools rather than other low code platforms that are used by the IT team because they are too technical or difficult to use for business users. Checkbox is also unique in that it combines forms automation, decisioning support, document automation and workflow automation all on a single platform to enable complete end-to-end expert process automation with a seamless end-user experience.
Checkbox automates manual processes that involve precious expert time. We call this expert process automation (EPA). This includes processes such as collecting information, generating documents, conducting risk assessments, drawing conclusions, providing advice and answering FAQs, review and approval workflows, and conducting quality assurance and audits. Find our most common use cases here.
Yes, Checkbox has a range of templates for common use-cases which you can get access to. Any application built in Checkbox can also be exported with a single click to enable template sharing across users, even outside your organisation. You can explore available solution templates here.
Yes, applications built on Checkbox can be integrated with any other system that has available REST APIs. Integrations within Checkbox applications typically streamline the flow of data and trigger events across your existing systems and workflow. You can pull data and documents from other systems into Checkbox and conversely push data and documents into other systems automatically.
Checkbox is no code. Our completely visual drag and drop application builder means that anyone can build their own automation and workflow tools without coding or IT knowledge. We have lawyers, HR, procurement, risk and compliance professionals, business analysts all building on Checkbox, without prior technical knowledge.
Checkbox is designed to be the fastest no code development platform. We have seen simple applications with basic logic (e.g. NDA automation) built in just 15 minutes, right up to complex end-to-end business processes (e.g. complete automation of an organisation’s entire procurement framework) built in 6 months. Regardless of the size and complexity of the solution, Checkbox’s completely visual drag and drop application builder allows solutions to be built and deployed in a fraction of the time, risk, and cost compared to traditional IT development.
Yes. Whilst Checkbox is no code, some use-cases may still require coding either due to complexity or the need for integrations with other systems. The Checkbox authoring studio provides a component which enables code to be written and executed as part of the workflow, often leveraging the skill set of IT staff to build upon the no code foundation built by the business users.
Get started with your digital transformation journey
See how Checkbox fits in with your organization by contacting us or requesting a free demo
