How it works

Connect, classify, and unlock your data

Intellistack Streamline is the only single-vendor platform to connect and classify data, power workflows with secure data, and operationalize workflows and data.

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How does Intellistack Streamline unlock your data and put it to work easily, securely, and efficiently?

Connect

Seamlessly connect to multiple data sources through our Data Fabric, including core business systems and EHRs, such as Epic, Oracle, Salesforce, Office 365, and SQL databases. The platform automatically classifies and identifies sensitive data under frameworks such as HIPAA, SOC 2, PII, and PHI.

Activate

Power workflows by dynamically prefilling forms, documents, and eSignature templates with secure, live data, without migrating or storing it. Anyone can create workflows with the classified data because IT can apply role-based data policies, reducing errors and risks, and creating a better experience for everyone.

Automate

Operationalize and automate workflows and your data, with changes written back directly to the system of record and other chosen systems. Because all data interactions happen at the source, changes made while collecting data are immediately reflected in the original system, ensuring accuracy.

Control

Enforce governance with data security guardrails and automated compliance. Set role-based access controls and use automated sensitive data classification to apply policies, enabling data use in workflows based on permissions. An audit log tracks data origin, history, transformations, and workflow execution—ensuring a full accountability trail.

Discover Intellistack Streamline’s key features

Connect and activate your data

Connected data sources and API

Read from and write to multiple data sources including EHR systems (Epic, Cerner, Oracle, and more), core business systems (such as Salesforce, SharePoint, Amazon S3, and more), as well as SQL databases. Our Data Fabric and Zero Data Retention model ensure that data is not copied and stored, and instead workflows can access and use the data in real time—without requiring migration, replication, or storage within the platform. Extend the platform using our robust API to access all the capabilities.

Automated data classification

Protect your data with automatic sensitive data classification that follow compliance frameworks, such as HIPAA and PCI, and ensure data is tagged and accurately identifiable, including PII and ePHI. You can then apply data policies across your users. The data catalog allows you to view all the data available from your sources and datasets in a single view. Query your data to find the correct records for your project.

Activated data

Harness the seamless and secure access to your existing data by activating it across workflows. Easily map data from datasets to dynamically prefill your form, document, and eSignature workflow steps. In turn, people will complete their forms and documents more quickly since they aren’t starting from scratch and the number of manual errors and missing data are significantly reduced.

Automate and control your data

Data collection and collaboration

Easily collect data from anyone—inside or outside your organization—using customizable forms, documents, and eSignatures within automated workflows. Create seamless, efficient experiences with prefilled fields from secure data and smooth step-by-step progression. Invite collaborators to review, comment, redline, or approve documents or contracts before sending them for signature.

Customized workflows

Enable anyone to effortlessly create and customize workflows that include forms, documents, and eSignatures, which can be configured with already classified data from your data sources, so that fields are securely prefilled with existing data. Apply more advanced workflow features like logic, branching, approvals, and notifications, and ensure that collected data is written back to your preferred source. Monitor and view versions and changes from your users in the project’s activity log.

Controlled security and access controls

Apply policies and set rules with enterprise-grade governance. IT can establish access to data based on roles and user types, including sensitive data controls. IT is empowered with configurable, real-time monitoring and alerts. Platform access is controlled by password policies and session timeouts, custom Single Sign-on, and 2-factor authentication enforcement.

Enterprise AI

AI is at the core of Intellistack Streamline, from making it easy to create a new project to analyzing data or offboarding a team member. Inside any area of the platform, AI is merely a keystroke away, fully understanding what you’re trying to do and offering helpful ways to effortlessly complete the task at hand; whether it is generating a report to be shared, or auditing how data was used.