And everything she touched became more efficient. The end.

Once Upon a TimeSounds like a fairy tale, right? The best part of the story is that it is true! Every story has to start somewhere. And, like all great stories, the potential “beginning” for a policyIQ client can look different from one company to the next. The majority of policyIQ stories have started in the areas of compliance or policy management, but some have jumped right into the plot twist from the beginning with a launch in automation of certifications, account reconciliations, or contract management.

Wherever you started, it is simple to take your story in any number of directions and realize more and more efficiency by automating processes that relate to your work. It is as simple as ensuring that you are capturing necessary information in your Page or Form Templates or, in some cases, adding a new Page or Form Template and using links and reports to oversee and analyze relationships from one process to another. Here are some examples of how your story could play out:

  • Add a “Position Responsible” field to a “Procedure” Page Template.  The ability to quickly create a complete Procedure Manual for any position greatly expedites the onboarding process of new employees.
  • Add a new Page Template to keep track of all of your Systems and related critical information such as versions, ownership, contracts/terms, and the like. Create a link from each of your procedures to any of the relevant Systems pages and easily identify all procedures, positions and departments that may be impacted by system changes, upgrades, downtime or retirements.
  • Give your auditors a one-stop shop by keeping the results of your Financial, Operational, Fraud and Enterprise Risk Assessments in policyIQ. You can then capture the identified risks alongside your controls, tests, evidence, issues and remediations.
  • Quarterly review of compliance documentation (Process Narratives, Procedures, Controls) can be made more efficient using Forms. Associate questionnaires with the content, assign to responsible parties, automate reminders and monitor real-time information on who you have heard from and who you have not. You can do all of this while also noting any outliers in the report results that are emailed to you weekly (or on whatever interval you desire).

It’s a little bit like the Field of Dreams story…“if you build it, [they] will come”. Consider all of the different places that you go to search for information or to complete a process or task, then create the opportunity to make the next search more efficient by building it in policyIQ. If you’re not sure where to begin, reach out to us (support@policyIQ.com) and we’ll be happy to co-author or write the introduction to your next best-seller.

True story.

This entry was posted in Best Practices, Budget 2016, Features, Solutions and tagged , , , , , 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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