More than 8,000 leading companies around the world have trusted Navex Global to provide their 40,000,000+ employees with essential hotlines, case and policy management software and critical compliance training. Join them.

Buy Now

NAVEX Global Client Lifecycle

Review the typical NAVEX Global client lifecycle – from your decision to purchase, the beginning of assessments to the implementation of your new technology and ongoing management – to experience life as our client.

Hotline/Case Management

1.

Needs Assessment

When you contact NAVEX Global about our products & services, we work with you to make an assessment of your current ethics & compliance program, together decide where there may be vulnerabilities and identify your specific requirements. We will walk through best practices and ensure that we align with what others in your peer organizations (size, industry) are doing to implement effective ethics and compliance programs.

For a more formal ethics & compliance program assessment, our Ethical Leadership Group can perform a deeper-dive, helping you assess internal improvements that can be made to alleviate potential issues.

2.

ROI and Project Scoping

Following the demonstration and an assessment of your needs, NAVEX Global will make a formal proposal based on our discovery and work with you to refine it to meet your ongoing needs.

We will outline the scope of the project, walk you through a personalized ROI calculator that provides information on the specific savings that can be achieved using the solution we recommend and put together a formal project plan – including pricing details – for your consideration. 

3.

Set-up & Implementation

Our goal is to provide clients with the personalized assistance they need to get the most from their hotline & case management implementation. NAVEX Global's Implementation team is responsible for managing new customer projects and all initial product training. Each new client is assigned a designated project team to work with through completion of the implementation.

For those who have more complex implementations (encompassing multiple locations, departments, etc.), our Professional Services organization is available to assist in making the process a true success, facilitating the implementation process and launch.

4.

Ongoing Support

Once the implementation project is complete, the account transitions from the client’s Implementation Specialist to the Client Care team.  A team of Client Care Specialists will be available for your designated administrator(s) for program level discussions and effective resolution to daily challenges, while enhancing their productivity and empowering users by making product information readily accessible. Our Client Care Specialists are trusted advisors who offer configuration reviews and best practice recommendations for the specific needs of our clients. Additionally, they offer resources and tools to ease administrator(s)’s daily use of our solutions.

Contact us today to get started.

Policy Management

1.

Demonstration

We firmly believe the only way to truly understand the simplicity and accessibility of our policy management solution is to walk you through it. This increases awareness of configurability options as well as specifications you can make to tailor the system to your use. It will also demonstrate how we can help streamline processes and demonstrate the ROI in the form of time saved. We also often have best practice suggestions for what has worked with other clients and in certain industries.

The PolicyTech demo made all the difference. All of our team members were able to see what they were looking for. The demo was low pressure and was a fantastic ROI on our time investment.

– Gail McKillop, Director of Compliance Cleveland County HealthCare System

2.

Proposal & Pricing

Following the demonstration and an assessment of your policy management needs, NAVEX Global will make a formal proposal based on our discovery and work with you to refine it to meet your ongoing needs.

In the proposal and pricing process we often encounter common questions with regard to SaaS licensing, and wanted to provide a brief “glossary of terms” to arrive at a baseline for ongoing discussions.

3.

Set-up & Implementation

Our goal is to provide clients with the personalized assistance they need to get the most from their policy management implementation. Our team is responsible for managing new customer projects and all product training. Each new client is assigned a designated project team to work with through completion of the implementation.

We walk every customer through 7 steps to a successful implementation:

  1. We provide an account specialist who serves as your single point of contact throughout your implementation.
  2. We create an implementation plan with you, outlining the timeline, providing an overview of expectations, documentation and client responsibilities to ensure a successful implementation We hold a kick-off call with all key stakeholders, setting implementation goals, integration planning, setting timelines and socializing them with key participants.
  3. We work with your IT staff to define users and permissions and guide on integrations with other systems you may be running and help migrate old data to the new system (may incur additional costs) for storage and analysis.
  4. We ensure that you have a branded web intake page to provide an avenue for online reporting.
  5. We work with you to train your key stakeholders and staff on the system use, ensuring important questions are answered and solutions configured.
  6. Go-live! Provide feedback around potential issues that arise at launch and we perfect workflows.
4.

Ongoing Support

We provide industry-leading technical support services around policy management, which include the following:

  • Access to weekly online training classes
  • Email and phone support during business hours (6am to 5pm MST)
  • Access to updates and major upgrades during current year
  • An online resource center, which can deliver quick answers to many commonly asked system-related questions.

Since 2010, more than 95% of policy management clients report being "very satisfied" or "satisfied" with their customer service and support experience. One satisfied customer expressed the following:

The customer care at PolicyTech is really quite good. They are very responsive to questions, needs and concerns.

– Cathy Garrey, Compliance & Quality Assurance Manager, McHenry County

Contact us today to get started.

Training

1.

Training Price

Our courses are sold per individual "seat" or license – one license for every learner taking the course. Various factors affect cost per license, including number of licenses purchased, courses purchased, contract length, customization, and translation.

For those looking to purchase fewer than 100 licenses, SHRM – the world's largest organization devoted to HR management – offers our compliance training solutions via its e-commerce enabled e-learning portal.

If your organization is looking for more than 100 licenses, contact a NAVEX Global client solutions specialist for more detailed pricing information.

2.

LMS Integration

All of our courses are eLearning solutions. Users view and interact with our courses entirely online, available 24/7. All of our courses are hosted on a learning management system (LMS), which is an online software tool that enables organizations to manage users, courses and completion reports – facilitating "anytime, anyplace, any pace" access.

NAVEX Global clients have the option of hosting our courseware on our robust and scalable LMS or an internal standards-compliant LMS (AICC and SCORM).

3.

Set-up & Implementation

For more than a decade, NAVEX Global has assisted clients in implementing our best-in-class employee compliance training programs. Starting with a dedicated account manager, NAVEX Global clients get unprecedented support at every step of the implementation process.

Our statistical completion rate consistently exceeds 95%, with a high customer satisfaction rating, in delivering the best in online ethics and compliance training.

4.

Training Management

The NAVEX Global Client Care team provides ongoing support to all clients throughout the term of their contract. Client Care provides assistance with technical or administrative questions. NAVEX Global's client support portal offers self-help guidance, featuring a library of common questions and answers, support contact information and an ability to submit a support case to NAVEX Global.

Give your organization's compliance training program the boost that it needs.

Contact us today to get started.