Reach sends your compliance questionnaires to suppliers and partners, automatically chases those who do not reply, and shows the status of every third party in one place.
Collecting information from suppliers means sending a questionnaire to each contact, waiting, then chasing the silent ones by hand. Reach takes over that whole cycle, from importing third parties to closing the file.
One questionnaire, eighty suppliers to fill it in. You send the messages one by one, record replies by hand, and three weeks later chase from memory.
You import the list, upload the questionnaire, set the chasing rhythm. Reach sends from your own address, chases those who have not replied, and keeps every status current.
A campaign brings together a questionnaire, a list of third parties, a sending account, a chasing schedule and the email content. You create it in a five-step wizard, then track it from a single record.
Your third parties
Download the Excel template, fill it in, drop it into Reach. Company name and email are enough; phone, language and tax number stay optional. Screen-by-screen entry remains available for a handful of third parties.
A third party carries one language. For two languages in the same company, create two third parties.
The campaign
Choose the third parties concerned, up to 500 contacts per campaign. Name the campaign, pick the sending account, then attach the questionnaire as PDF, Word or Excel.
The chasing
Set the number of chases, the interval in days between each, and a deadline. Reach then chases only the contacts who have not replied, and stops on the date you chose.
The emails
Subject, opening and signature are written per language, in French, English, German or Spanish. Variables such as the contact's name or the deadline personalise each message, and the text of every chase can be adjusted.
The tracking
The campaign record brings together the settings, the sending statistics and the list of recipients with their status: Sent, Received, Chased, Approved or No reply. You can chase by hand, export the results, mark a third party as complete, or archive the campaign.
The mail log gathers every email sent from Reach, across all campaigns.
Statuses tracked per third party
Reach is indifferent to the content of the questionnaire: it carries yours. Campaigns serve a processor review as readily as an assessment of critical providers.
A compliance questionnaire sent to processors, with answers retained and timestamped.
Collecting security evidence from the suppliers inside your certified scope.
Assessment of IT providers, and follow-up on incomplete files.
Approaching partners for the non-financial data your reporting requires.
Reach authenticates through OAuth with Microsoft or Google: no password is stored, and access can be revoked at any time from your own account. The solution is European and sovereign.
Access
Sign in with your Microsoft or Google account, or through a link sent to your email address. Access is revoked from your own account.
Sending
Campaigns leave from the mail account you connect. The recipient receives a message from you, as though it had been written by hand.
Traceability
Decisions, answers received, timestamps and the questionnaire version stay attached to each third party, from the first send to the closed file.
Reach is the collection component of Optivalue Platform, the sovereign artificial intelligence for compliance and due diligence. It fetches the information from third parties; the platform analyses and scores it.
Questionnaire campaigns, automatic chasing, per-third-party tracking. The sensor that brings the information back.
Analyses and scores the answers received, to verify a third party's compliance on documentary evidence.
AnticipateRegulatory monitoring, to see the changes that will reshape your next questionnaires.
Reach works entirely by email, from a connected Microsoft or Google account. The current limits are as follows.
At the third step of campaign creation, you set the number of chases, the interval in days between each, and an optional deadline. Reach then sends those chases only to contacts who have not replied, and stops at the deadline. A manual chase remains possible at any time from the campaign record.
Yes. You connect a Microsoft or Google account at organisation level, and campaigns leave from that address. The recipient sees a message from you. Your mail client's usual signature is not carried over: it is set in the Personalisation section.
No. You sign in with your Microsoft or Google account, or through a link sent to your email address. Reach stores no password, and you can revoke access from your account at any time.
A campaign takes up to 500 contacts. Beyond that, simply create several campaigns, each with its own list, chasing schedule and email content.
PDF, Word and Excel, up to 10 MB per file. The questionnaire stays yours: Reach carries it, chases it and tracks replies without altering its content.
No. Sends are addressed to named people, leave from your own mailbox and belong to a compliance or due diligence process: a questionnaire to be completed, measured chasing, a file to close. There is no marketing list and no behavioural tracking.
French, English, German or Spanish. The language is carried by the third party: it determines which version of the email they receive. A company whose contacts speak two languages is created as two separate third parties.
Connect your mailbox, import your third parties, upload your questionnaire. Reach handles the chasing.