How to keep your team on the same page

How to keep your team on the same page

It has been another productive couple of weeks at Flatfile! We recently released AI Transform (if you haven’t already explored it, you’ll be amazed when you find out what it can do), and now we’ve released Shared Views – the easiest way to keep your team on the same page while discussing any segment of data during a data transformation, onboarding or migration project.

If you want to learn more about how Shared Views can help your team collaborate on data exchange projects (and find out how you can download a free copy of our in-depth ebook), read on!

"Shared Views" on a black background with an image representing shared views

Keep teams aligned with Shared Views

We've all been there. After going around and around through a series of exasperating exchanges, you suddenly realize that someone uploaded the wrong version of a spreadsheet to a discussion thread, and everyone has been working from different versions of a data file.

That’s why we created Shared Views. It’s the easiest way to (literally and figuratively) keep your team on the same page while discussing any segment of data in a sheet.

What are Shared Views?

Powered by Flatfile’s advanced filtering and querying capabilities, Shared Views allow you to craft and share precisely tailored views of your data.

With Shared Views, you can set and save your filtering parameters and also name and share those views with your customers or team members. When they access the same sheet, they’ll automatically see the data that matches the saved conditions of your Shared View. Anyone with access to a sheet can create Shared Views. Just filter the records in the sheet and click “Save View.”

We designed this feature with two goals in mind:

  • To make sharing context easy and accessible
  • To eliminate repetitive tasks so teams can focus on high-value activities

Keep reading to learn more about Shared Views .

There are a lot of ways data exchange can help your company. Not only with features like Shared Views and AI transform, but with all of your data onboarding needs, including safely and efficiently importing a wide range of data file types from both internal and external sources. If you want to learn more about what data exchange is and how it can help you tackle your onboarding challenges, you might want to download your free copy of our latest ebook:

"Data exchange: The missing piece that could save you millions" on a white background with file icons lined up representing a missing piece

Introduction to data exchange: The missing piece in enterprise integration architectures

Most integration architectures lack a critical piece that traditional tools don't solve, and it's costing companies millions of dollars.

While data integration solutions have existed for decades, surprisingly, a critical piece is still missing in most enterprise integration architectures: How to efficiently and safely collect, validate, transform and import data files from customers, suppliers, partners, agents or other unmanaged external sources.

Our in-depth ebook examines:

  • Why many organizations struggle with file-based data integration processes
  • The missing piece in most data integration architectures and how to close this gap
  • How AI can drastically improve data exchange processes (and how to safely use AI on your data)
  • The impact of data exchange and how it helps maximize revenue opportunities, save resources, reduce data errors, accelerate decision-making and improve security and compliance

Download your free ebook here .

As you read your new ebook and evaluate data exchange options, we know that the security of your data will be top of mind. That's why we also wanted to let you know that we've completed our annual SOC 2 type II audit!

"SOC 2 Compliance" on a white background with a lock icon representing data security

Security first: Our annual SOC 2 Type II audit is complete

We successfully completed our annual SOC 2 Type II audit for the third consecutive year!

Data security is critical, and SOC 2 is just one part of how we protect your data.?

SOC 2 is an auditing procedure that ensures service providers have proper data and privacy protections in place for sensitive data. Organizations that want to achieve this certification need to implement a series of controls and go through an audit with an external auditor. They also have to set their own standards so that they can say, "Yes, we are actually doing the things that we say we're doing!" when a third party comes in to audit them.

SOC 2 is an industry-recognized certification that demonstrates our adherence to the highest standards of data security and privacy.? Flatfile's SOC 2 Type II compliance is a critical aspect of our commitment to maintaining high standards of security, availability, confidentiality, processing integrity and privacy.

We're not just looking at the security of the Flatfile Platform but also at any vendors we use that might have access to any of our systems. We review whether they have a SOC 2 report in place, whether they do penetration testing and generally, whether or not they do the same things we do to protect our customers.

This process isn't just about security for the Flatfile Platform. It's also about security for our HR controls, disaster recovery, backups and more. This comprehensive approach ensures that your data is protected at every stage, from collection to storage and processing, and in every aspect of our operations.

Read the full post to learn more .


AI Transform makes bulk data editing quick, accurate and effortless for teams, and it’s available now for Pro and Enterprise customers. Find out how Flatfile can supercharge your data exchange experience today .

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