The Challenge: Technical Memos; The Solution: policyIQ

takecontrolWhen we think about all of our compliance initiatives, policy requirements and technical accounting adjustments that companies have to deal with, we often focus on specific types of initiatives and content – risks, financial or operational controls, contract reviews, audit testing, etc.

Recently we were approached with a question that really took us back to the basics of “content management”.

The Challenge:  Technical Memos and more

“Technical Memos, Accounting Documents, Whitepapers, Footnotes, Position Statements…these things are not stored in a consistent manner.

“It is very difficult to locate documentation that is stored in various formats on hard drives and shared drives…and sometimes still in filing cabinets!”

Our audience – in this case a gathering of SEC professionals – had been sharing ideas to better manage the various documentation, technical memos, position statements and whitepapers that they needed to retain.  Network drives, paper formats, or email archives were just not the right solution.  They acknowledged that many of them struggled with ease of access, security of the documentation, version control and audit trails of changes.

The Solution: policyIQ

We were invited to speak to the group about policyIQ, and how the application – with its simple interface, cloud-based access and flexible structure – provided a perfect solution.   By implementing policyIQ, even with a small group of licensed users and a larger audience of free read-only access, their organizations could benefit from:

  • Centrally Accessible
  • Searchable
  • User Friendly
  • Customizable Folder Hierarchy
  • Version Control
  • Tailored Security
  • No IT Resources Required
  • Multiple Solutions in One Tool

 

Regardless of what type of information or content your organization needs to get a handle on, consider policyIQ’s flexible structure and simple interface to help organize, distribute and manage your critical business content.  Accounting, HR, Legal, IT, Operations – and even your Board of Directors!  All departments need a simple way to manage critical content.

Contact us to find out more.

This entry was posted in Solutions and tagged , , by Chris Burd. Bookmark the permalink.

About Chris Burd

Chris is the Managing Director of the policyIQ group at RGP. She gets geeky about compliance and technology, and gets to spend every day working at the crossroads of the two. With policyIQ since 2005, Chris has worked with hundreds of policyIQ clients to implement technology and enhance their internal compliance environment. In the past few years, she's focused on enhancing policyIQ's offering as a Conflict Minerals and Anti-Corruption tool. In past lives, Chris worked as a system implementation consultant, a e-commerce specialist, a customer service call center manager, and - for one short but memorable summer during high school - a machine operator on midnight shift in a plastics factory. In her free time, she spoils her nieces, volunteers at her local food bank, and spends more time than she should taking photos of her cats. She would like to be a rock star when she grows up.

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