Protocol First vs. Signant Health Comparison Chart

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage. The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows. Let’s end the challenge of lost or misplaced invoices, approval bottlenecks, and tedious data entry into multiple systems. Now, you can capture and extract key data from your documents through Artificial Intelligence, eliminate data entry, access documents in the office or from home, streamline your three-way matching process, and automate invoice approval routing.

onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction. AP Automation and Vendor Payments Solutions: Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. Document Management Solution: Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. Forms and Workflow Automation: Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.

Altium Develop is a multidisciplinary product creation platform that breaks down silos and empowers teams to design collaboratively without limits. Built on Altium Designer and Altium 365, it unifies electrical, mechanical, software, sourcing, and manufacturing teams in a shared environment. Every comment, change, and decision is captured in real time, giving collaborators visibility without the need for constant check-ins. The platform enhances project outcomes by aligning requirements, supply chain data, and design context in one ecosystem. Manufacturing engineers and suppliers can provide feedback early, avoiding costly rework and delays. By transforming collaboration into true co-creation, Altium Develop helps organizations innovate faster, smarter, and with greater alignment across disciplines.

Realize the true potential of your first-party data. D&B Connect is a customizable, self-service master data management solution built to scale. Eliminate data silos across the organization and bring all your data together using the D&B Connect family of products. Benchmark, cleanse, and enrich your data using our database of hundreds of millions of records. The result is an interconnected, single source of truth that empowers your teams to make more confident business decisions. Drive growth and reduce risk with data you can trust. With a clean, complete data foundation, your sales and marketing teams can align territories with a full view of account relationships. Reduce internal conflict and confusion over incomplete or bad data. Strengthen segmentation and targeting. Increase personalization and the quality/quantity of marketing-sourced leads. Improve accuracy of reporting and ROI analysis.

Project Insight is project and portfolio management software built for growing teams and businesses. It brings all your project work together from across departments and software tools, helping you streamline workflows, automate processes, and make faster, more accurate decisions with real-time data. Manage work dynamically at the project, program, and portfolio levels to keep teams aligned and focused on strategic goals. Roll up details like status, resources, budgets, and risks instantly, so you can stay ahead of challenges and drive results. Connect Project Insight with the tools you already use — including Azure DevOps, Jira, Microsoft Project, Salesforce, and ServiceNow — to reduce manual work, break down silos, and improve collaboration across your organization. Leverage AI to predict future capacity, balance workloads, and suggest the best resources for every project. Use AI-powered search to quickly surface project data and keep work moving forward.

Transform your alternative investment strategy with Dynamo Software. Our cloud-native, AI-powered platform unifies front-, middle-, and back-office operations into a single, configurable solution for asset managers and allocators. For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics. Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation.

LeanData’s GTM Orchestration Platform helps B2B teams simplify complex processes, connect siloed tools, and take faster action across the entire buyer journey. With no-code automation and node-level integrations, LeanData makes it easy to match, route, assign, and schedule leads — while adapting to changes in your strategy, tech stack, or territory design. Trusted by companies like Nvidia, Cisco, and Palo Alto Networks, LeanData empowers GTM teams to operate with speed and precision — capturing more revenue, improving conversions, and delivering better customer experiences from first touch through closed-won and beyond.

Your data, your insights—no third-party ownership or black-box analytics. Kubit is the leading Customer Journey Analytics platform for enterprises, enabling self-service insights, rapid decisions, and full transparency—without engineering dependencies or vendor lock-in. Unlike traditional tools, Kubit eliminates data silos, letting teams analyze customer behavior directly from Snowflake, BigQuery, or Databricks—no ETL or forced extraction needed. With built-in funnel, path, retention, and cohort analysis, Kubit empowers product teams with fast, exploratory analytics to detect anomalies, surface trends, and drive engagement—without compromise. Enterprises like Paramount, TelevisaUnivision, and Miro trust Kubit for its agility, reliability, and customer-first approach. Learn more at kubit.ai.

Transform your product data management with OneTimePIM, the central hub for all your product information. Our solution centralizes, enriches, and distributes product data with precision, eliminating information silos across your business. The built-in AI assistant automatically generates product descriptions and compelling captions, saving your team countless hours of manual work. OneTimePIM integrates seamlessly with major e-commerce platforms including Shopify, WooCommerce, and Magento, plus synchronizes with existing ERP systems for complete data flow. Experience intuitive data management with our unique spreadsheet view, advanced media manager, and automated datasheet generation. OneTimePIM includes free implementation, personalized training, and dedicated support with every package. Our client-first approach makes us partners in your success, not just another vendor. Choose OneTimePIM for the perfect balance of powerful features and user-friendly design.