What did we learn from the client survey?

We wrapped up the 2012 policyIQ Client Survey and are grateful for your thoughts on the development of policyIQ and everything that we do to support her and you!

We were happy to see a diverse mix of responses representing business areas and purposes that we expected (such as Accounting/Finance, Compliance, Policies and Procedures, and Internal Audit) and also a surprising number of reps from Legal and Environmental Health & Safety. It is always rewarding to see that you continue to leverage policyIQ in creative ways throughout your organizations.


Keep it simple

Yes! We agree and are looking forward to a departure from some of the old several-clicks-away methods of reaching the content that’s important to you. We’ll be working this year (and beyond) to bring things within easy reach.

We recognize that it is very important to you that we work to continuously improve Reports and Forms. Many of the comments that you shared were especially helpful for developing feature requests. We’ll be analyzing all requests to clearly understand the demand and to help us prioritize features for development in the coming versions. Initially, expect it to be easier to get to Forms and Reports and for the capabilities to be more clearly visible to you.

We are also grateful for your feedback and suggestions for simplifying user security. We’ll be talking more about security this year, as a result, and have already taken some of your thoughts into consideration for version 7.

Hello-o-o! Are you in there-er-er? Where did your feature request go?

Speaking of feature requests, yes we do actually track them and use them to help us with our development plans. Many of your peers who have used policyIQ for a little while have watched their requests transform from idea to reality. Many of you asked for greater visibility into this process, and we look forward to delivering on this request.  Look for a change in 2012 to help you to better understand where your feature requests go – and how we set priorities!

Get some help over here, quick!

You got it! We’ll be creating some checklists and cheat sheets to help you jump right in and take care of tasks. We’ll definitely be creating some for Reports and Forms. Are there other areas that are of great interest to you? Let us know—we want to fill any gaps in training materials that will be useful to you!
We’ll also be sure to bring some training sessions and materials to you this year that relate more specifically to ways that you can leverage policyIQ functionality for various types of users—this was of more interest to respondents than any of the solution or process areas. If you have a particular area of need, please let us know.

We sincerely appreciate you, too!

We received some outstanding positive feedback on our Support team, their responsiveness and the quality of their responses. You had so many nice things to say about Support! Thank you for sharing the positive feedback with us and know that we will continually work to improve and to provide an excellent service. We really do have the best customers on the planet –we appreciate the opportunity to work with you.

Feel free to keep the feedback coming—we’re listening year-round (even when it’s not related to a formal survey).  Please direct your feedback and questions to Support@policyIQ.com (or 1-866-753-1231).

This entry was posted in Customer Relations 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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