PolicyTech® Policy & Procedure Management
Establishing and Managing Policies and Procedures
Organizations face many challenges when it comes to policy management, from creating and updating documents to managing versions, training and attestation. Not only are these challenges inconvenient to manually manage, failure to properly address them can have serious legal and financial implications.
Your organization can reduce that risk by effectively communicating corporate policies and procedures, and ensuring adequate training and adherence to those procedures. Automating your policy management ensures policies are up-to-date and accurate—and enables seamless, traceable collaboration to increase speed, quality and consistency. Strong policy management programs and software also help reduce organizational risk and create stronger legal defenses.
The ROI of Policy Management Software
In our 2017 E&C Policy Management Benchmark Report, NAVEX Global found that respondents with policy management software were overwhelmingly more satisfied with all areas of their policy management program compared to those still using manual practices or software developed internally.
PolicyTech is a software platform built specifically to help your organization develop a strong policy management program by tracking policy changes and attestations, and creating an automated system to mitigate risk.
»» Workflow Optimization: PolicyTech streamlines policy creation and attestation workflow, helping authors develop templates for consistent policy creation and keeping relevant members of the organization up to date on tasks due and policies approved.
»» Risk Mitigation: PolicyTech protects your organization from potential risk. Every attestation is tracked and recorded, clearly demonstrating what individual employees have agreed to. It also documents process improvements and integrates seamlessly with our Incident Management and Compliance Training products that to can help you better manage policy violations and educate to prevent future policy violations.
Integrated with Microsoft® Word®
PolicyTech’s seamless integration with Microsoft Word is unmatched in the industry. Write, review, and track changes in the familiar Word environment without needing to download any documents.
Our responsive design adjusts to fit your screen, giving you a consistent experience whether accessing the system on your desktop, mobile phone, or tablet.
Administrators can set up required steps so that document creation goes through a consistent process of review and approval. Once a policy has been approved and updated, older versions are automatically archived with an audit-ready record of writers, reviewers, and attestations.
Create language or region-specific versions from master documents and distribute copies to other authors to edit, translate, review or approve. With the optional Localization Workflow Add-On, reporting can roll up to a master document for consistent metrics across the organization.
PolicyTech allows employees to provide instant feedback to policy authors. When integrated with EthicsPoint® Incident Management software, administrators can create a disclosure form or survey, which employees can use to share any concerns or conflicts of interest. The disclosures feed directly into EthicsPoint, creating a new case for management to investigate.
Simplified Compliance Audits
Policies and procedures can be mapped to the compliance standards they are designed to support. When an auditor looks for policies related to a specific requirement, they can search within the system to see approval dates and who has attested to those policies.
Compatible with SharePoint
PolicyTech enhances an organization’s SharePoint environment with capabilities specific to policy management such as automated workflows, attestation tracking and audit-ready reporting. PolicyTech also integrates with SharePoint, providing Federated Search functionality to easily locate policies within both systems and several policy management tools available as SharePoint web parts.
Tie Your Risk Areas To Policy Improvement
NAVEX Global’s EthicsPoint® Incident Management system integrates with PolicyTech. When an incident comes through the system, it can be tracked to the relevant policy. This helps policy managers handle potential violations, know when to update a policy or procedure, and provide additional employee training. Contact a NAVEX Global representative to learn more.
Learn more about PolicyTech Policy and Procedure Management.
About NAVEX Global, Inc.
NAVEX Global’s comprehensive suite of ethics and compliance software, content and services helps organizations protect their people, reputation and bottom line. Trusted by 95 of the FORTUNE 100 and more than 12,500 clients, our solutions are informed by the largest ethics and compliance community in the world.