Manage and secure your information, optimize performance and minimize risk.

Entire firms exist to help companies establish their information management strategies. It seems that the bulk of these projects involve reeling in the mess of multiple SharePoint sites, often made up of a mixture of versions, created for various reasons, developed in different formats, with few rules or policies governing their setup, use and exposure.

Many aspects of information governance are largely automated in policyIQ as a part of general site configuration:

  • We recommend that each organization have 2 Site Administrators to coordinate, provide direction and have oversight on the application’s content.
  • Organize users into appropriate Groups or integrate policyIQ with your Active Directory so that you can align appropriate groups with their areas of responsibility.
  • Customizable Templates and fields, with the ability to require fields and disable editing while published, help to ensure consistency across like-content while increasing the likelihood that critical documentation is complete and versions controlled.
  • Security properties allow you to manage who can create, contribute to, approve and view all types of content in your site.

Unbelievable, but true: we help you to configure your policyIQ site and guide you to incorporate best practices with regard to these governance-related features at no charge! Configuration support is included with policyIQ subscriptions.

I really like the page in the policyIQ Help guide detailing the options for Creating a New Content Template. Feel free to also review other Setup related Help pages.


If you’re curious about whether your organization is optimizing your use of policyIQ’s security features, contact your account manager or the support team and ask for a review.

If your organization is like so many others—you have information all over the place and could use some help reeling it in and getting better organized and controlled—we can help with that, too. We have professionals in our Information Management practice with extensive experience that can be at your door and at your service in no time. Let us know if you’d like more information about our services.

This entry was posted in Features by Stephenie Buehrle. Bookmark the permalink.

About Stephenie Buehrle

Stephenie is the “solutions” expert on the policyIQ team. With RGP since 2004, she designs and develops solutions that capitalize on the best practices of the hundreds of companies that she has touched, while tailoring each configuration to meet the unique needs of each client. Before joining RGP and the policyIQ team, Stephenie enjoyed working as an independent consultant in the non-profit sector. Stephenie also previously performed analyst services for a major brewer ranging from roles in biological and chemical services to analytical roles in business process improvement and innovation. Stephenie quips that she still doesn’t know what she wants to be when she grows up, but hopes to spend her days helping others (companies, individuals, and communities) to realize their full potential.

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