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SecurityPriorityVendor 1Vendor 2Vendor 3Vendor 4
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GDPR compliantNice to have
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ISO 27001 or SOC 2 certificateNice to have
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Privacy control features (redact customer information, restrict access to raw data by user role)
Nice to have
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SSO features
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Information retrieval
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Robust search that includes filtering by any type of metadata (tags/labels/attributes/content/source/dates)Must have
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Ability to combine an large number of filtersMust have
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Ability to filter by metadata associated with participants and documentsNice to have
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Ability to bookmark resultsNice to have
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Ability to search within all projects or the entire databaseMust have
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Importing data from different sources
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Handles multiple formats (rich text, video, images)Must have
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Import directly from Drive, Box, Dropbox etc etc Nice to have
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Note taking and creation by every stakeholderMust have
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Text formattingMust have
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Provide note taking templatesMust have
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Edit and delete option (notes, tags, assignments, etc.)Must have
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Feedback can be imported from Tool 1 Must have
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Feedback can be imported from Tool 2Must have
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Feedback can be imported from Tool 3Nice to have
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Ability to sync customer segmentation data via intetgrations or APINice to have
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Classification and organization
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Ability to handle multiple tags, properties and hierarchiesMust have
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Grouping, blacklisting, merging, renaming tags Must have
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Searchable notes, note sectionsMust have
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Connect insights/notes from different projectsMust have
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Ability to organize quotes in different groupsMust have
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Ability to assign documents to team members Nice to have
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Ability to visualize classificationNice to have
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Ability to group participants Must have
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Ability to add notes/comments to quotes and findingsMust have
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Sharing insights
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Ability to create a curated set of insights Must have
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Ability to share insights with anybody within the organizationMust have
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Ability to create reports, research summaries within the toolMust have
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Share insight summary directly into JIRANice to have
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Export to readable formats - RTF, markdown, csv, PDFMust have
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Text selection option within a noteMust have
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Ability to add comments at any level of the document or insights Must have
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Easy copy and paste - preserving format Must have
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Easy ways to contribute for client facing or enginnering teams
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Anyone within the organization can submit observations, client feedbackMust have
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Integration with internal chat or other familiarNice to have
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Ability to comment on research summary or insights Must have
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Aditional requirements
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Research roadmap functionality Nice to have
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Notification center and ability to follow new insigths generatedMust have
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Highlighting: it should be very easy and fast to “highlight and tag” a given text.Must have
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Tool should show the context of the observation; it should be easy to navigate to the full noteMust have
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Tool should show for each observation: info on customer, who wrote the observation (Author)Nice to have
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