Know where every delegate stands before the board asks.
Each delegate's due diligence, KPI periods, findings, reminders and escalations live in one current workflow, with the evidence attached. Automation advances the chase. Your officers weigh the evidence and keep the escalation judgment.
One delegate. Too many places to look.
Start with the delegates that need attention first.
For an agreed first cohort and the data you supply, thirty days is enough to stand up four things, in the platform, reviewed by your officers.
A delegate register, tiered
Every delegate on one register, risk-tiered, with its review cadence.
A live due-diligence workflow
Questionnaires out, responses in, evidence attached, for the agreed cohort.
Reminders and an escalation route
Scheduled reminders replace hand-chasing; findings carry an owner and a route to the management line.
A current management view
Delegate status, upcoming work and agreed KPIs, readable without a reporting fire drill.
Automated where it chases. Human where it judges.
The workflow sends, reminds, collects and files on its own, by email, in a flow your delegates already know how to answer. What it never does is assess: officers review the evidence, judge KPI periods and exceptions, and decide what escalates. The timeline keeps a board-ready trail of every review and finding.
Scoped with you, run with your officers.
Scope the population
Delegates, tiers, cadence, questionnaires, KPI inputs and escalation owners, agreed during implementation.
Run due diligence
The workflow sends, reminds and collects; evidence lands on the record.
Review and escalate
Officers assess responses and KPI periods, raise findings, and decide what goes up the line.
Report
The management view stays current between cycles, exportable when the board or a reviewer asks.
An oversight record that reaches further.
Questionnaire tools produce answers and stop. In Klavius, the delegate record is one face of the same oversight system your second line already runs.
Where a delegate is also an ICT provider
The file can connect to the DORA third-party record. Same provider, one record, no re-keying.
DORA →Findings that reach the monitoring plan
Management information and related compliance work draw on the same connected record, so an oversight finding can reach the monitoring plan when it should.
Compliance Risk →AML oversight is out of scope by design. Klavius connects the delegate record to compliance and DORA, not to your AML file.
For your ICT and security review.
EU-hosted, tenant-isolated, and a tamper-evident trail behind every decision the platform makes. Everything your vendor assessment needs is published, in plain terms.
Bring the workflow you chase today. See the one you could run.
A working session with a founder, on a redacted delegate flow, not on a deck. We walk the register, a due-diligence cycle and a KPI review, and agree what a first cohort would look like.